Latest PETTYJOHN, WOOD & WHITE, INC Stock Portfolio
PETTYJOHN, WOOD & WHITE, INC Performance:
2025 Q3: 7.08%YTD: 13.64%2024: 11.07%
Performance for 2025 Q3 is 7.08%, and YTD is 13.64%, and 2024 is 11.07%.
About PETTYJOHN, WOOD & WHITE, INC and 13F Hedge Fund Stock Holdings
PETTYJOHN, WOOD & WHITE, INC is a hedge fund based in LYNCHBURG, VA. On 30-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $648.5 Millions. In it's latest 13F Holdings report, PETTYJOHN, WOOD & WHITE, INC reported an equity portfolio of $605.7 Millions as of 30 Sep, 2025.
The top stock holdings of PETTYJOHN, WOOD & WHITE, INC are MSFT, AAPL, SPY. The fund has invested 5.9% of it's portfolio in MICROSOFT CORP and 5.4% of portfolio in APPLE INC.
The fund managers got completely rid off FISERV INC and DARDEN RESTAURANTS INC (DRI) stocks. They significantly reduced their stock positions in SYNOVUS FINL CORP (SNV), GE AEROSPACE (GE) and GENERAL MLS INC (GIS). PETTYJOHN, WOOD & WHITE, INC opened new stock positions in SPDR SERIES TRUST (BIL), TJX COS INC NEW (TJX) and ARISTA NETWORKS INC (ANET). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), VANGUARD TAX-MANAGED FDS (VEA) and BEST BUY INC (BBY).
The top stock holdings of PETTYJOHN, WOOD & WHITE, INC are MSFT, AAPL, SPY. The fund has invested 5.9% of it's portfolio in MICROSOFT CORP and 5.4% of portfolio in APPLE INC.
The fund managers got completely rid off FISERV INC and DARDEN RESTAURANTS INC (DRI) stocks. They significantly reduced their stock positions in SYNOVUS FINL CORP (SNV), GE AEROSPACE (GE) and GENERAL MLS INC (GIS). PETTYJOHN, WOOD & WHITE, INC opened new stock positions in SPDR SERIES TRUST (BIL), TJX COS INC NEW (TJX) and ARISTA NETWORKS INC (ANET). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), VANGUARD TAX-MANAGED FDS (VEA) and BEST BUY INC (BBY).
PETTYJOHN, WOOD & WHITE, INC Annual Return Estimates Vs S&P 500
Our best estimate is that PETTYJOHN, WOOD & WHITE, INC made a return of 7.08% in the last quarter. In trailing 12 months, it's portfolio return was 14.12%.
New Buys
| Ticker | $ Bought |
|---|---|
| spdr series trust | 265,359 |
| tjx cos inc new | 258,583 |
| arista networks inc | 233,136 |
| travelers companies inc | 211,370 |
| conocophillips | 209,423 |
| vaneck etf trust | 205,607 |
| mckesson corp | 205,496 |
| autodesk inc | 200,450 |
New stocks bought by PETTYJOHN, WOOD & WHITE, INC
Additions
| Ticker | % Inc. |
|---|---|
| netflix inc | 199 |
| vanguard tax-managed fds | 102 |
| best buy inc | 33.46 |
| united rentals inc | 31.61 |
| blackrock inc | 23.93 |
| carrier global corporation | 15.95 |
| hershey co | 14.9 |
| emerson elec co | 12.5 |
Additions to existing portfolio by PETTYJOHN, WOOD & WHITE, INC
Reductions
| Ticker | % Reduced |
|---|---|
| synovus finl corp | -48.11 |
| ge aerospace | -23.83 |
| general mls inc | -23.24 |
| vanguard admiral fds inc | -22.32 |
| ge vernova inc | -19.44 |
| pfizer inc | -16.91 |
| atlantic un bankshares corp | -15.89 |
| accenture plc ireland | -15.07 |
PETTYJOHN, WOOD & WHITE, INC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| fiserv inc | -206,892 |
| darden restaurants inc | -202,059 |
PETTYJOHN, WOOD & WHITE, INC got rid off the above stocks
Sector Distribution
PETTYJOHN, WOOD & WHITE, INC has about 31.6% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 31.6 |
| Technology | 17.7 |
| Financial Services | 8.3 |
| Communication Services | 8.2 |
| Industrials | 8.1 |
| Consumer Defensive | 7.5 |
| Healthcare | 7.2 |
| Consumer Cyclical | 5.2 |
| Energy | 3.8 |
| Utilities | 1.5 |
Market Cap. Distribution
PETTYJOHN, WOOD & WHITE, INC has about 66.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 44.7 |
| UNALLOCATED | 31.6 |
| LARGE-CAP | 22.1 |
Stocks belong to which Index?
About 66.2% of the stocks held by PETTYJOHN, WOOD & WHITE, INC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 66.2 |
| Others | 33 |
PETTYJOHN, WOOD & WHITE, INC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of PETTYJOHN, WOOD & WHITE, INC
PETTYJOHN, WOOD & WHITE, INC has 202 stocks in it's portfolio. About 35.6% of the portfolio is in top 10 stocks. HON proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for PETTYJOHN, WOOD & WHITE, INC last quarter.
Last Reported on: 13 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 5.36 | 127,393 | 32,438,100 | added | 0.03 | ||
| AAXJ | ishares tr | 0.23 | 44,050 | 1,392,860 | added | 0.28 | ||
| AAXJ | ishares tr | 0.12 | 5,420 | 749,261 | added | 0.28 | ||
| AAXJ | ishares tr | 0.09 | 2,495 | 522,104 | reduced | -1.58 | ||
| AAXJ | ishares tr | 0.07 | 7,535 | 452,703 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.07 | 3,981 | 427,707 | added | 1.92 | ||
| AAXJ | ishares tr | 0.05 | 5,800 | 313,722 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.04 | 4,275 | 224,566 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 1.81 | 47,435 | 10,983,100 | added | 0.15 | ||
| ABT | abbott labs | 1.31 | 59,381 | 7,953,490 | added | 1.38 | ||
| ACN | accenture plc ireland | 0.04 | 924 | 227,859 | reduced | -15.07 | ||
| ACWF | ishares tr | 0.07 | 8,090 | 411,215 | unchanged | 0.00 | ||
| ADBE | adobe inc | 0.52 | 8,864 | 3,126,780 | added | 4.12 | ||
| ADI | analog devices inc | 0.05 | 1,224 | 300,737 | unchanged | 0.00 | ||
| ADP | automatic data processing in | 0.62 | 12,830 | 3,765,600 | added | 1.2 | ||
| ADSK | autodesk inc | 0.03 | 631 | 200,450 | new | |||
| AEP | american elec pwr co inc | 0.11 | 6,008 | 675,909 | reduced | -1.59 | ||
| AFK | vaneck etf trust | 0.03 | 630 | 205,607 | new | |||
| AFL | aflac inc | 0.14 | 7,580 | 846,686 | unchanged | 0.00 | ||
| AMAT | applied matls inc | 0.12 | 3,445 | 705,330 | unchanged | 0.00 | ||