Institutions / Pettyjohn, Wood & White, Inc

Pettyjohn, Wood & White, Inc

CIK 1128213 ยท Institution ยท as of Mar 31, 2026
Portfolio value
$627.92M
Positions
214
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$627.92M-1.6%
$638.08M$633.00M$627.92MQ4 '25Q1 '26

Positions

214+0.0%
214214214Q4 '25Q1 '26

Top holdings

CompanyClassValueShares% of portfolio
Apple Inc.โ€”$33.55M132,1985.3%
State Str SPDR S&P 500 ETF Tโ€”$30.97M47,6244.9%
Alphabet Inc.โ€”$26.99M93,8484.3%
Microsoft Corpโ€”$26.23M70,8714.2%
Walmart Inc.โ€”$19.70M158,5433.1%
JPMorgan Chase & Coโ€”$18.78M63,8283.0%
Exxon Mobil Corpโ€”$18.16M107,0092.9%
Warren E. Buffettโ€”$15.57M32,4832.5%
Invesco Qqq Trโ€”$15.55M26,9442.5%
Johnson & Johnsonโ€”$14.19M58,0652.3%
Vanguard Specialized Fundsโ€”$13.91M64,6732.2%
RTX Corpโ€”$12.27M63,6272.0%
PROCTER & GAMBLE Coโ€”$12.19M84,3911.9%
Amazon.com Incโ€”$11.61M55,7331.8%
Home Depot, Inc.โ€”$10.98M33,3751.7%
AbbVie Inc.โ€”$10.36M47,6191.6%
Chevron Corpโ€”$10.13M48,9771.6%
Pepsico Incโ€”$9.98M64,2871.6%
Bank of America Corp /Deโ€”$9.63M197,6071.5%
Cisco Systems, Inc.โ€”$9.60M123,7011.5%
iShares Trโ€”$9.20M136,3061.5%
Vanguard Index Fdsโ€”$8.27M13,8411.3%
Honeywell International Incโ€”$8.00M35,4041.3%
NVIDIA Corpโ€”$7.98M45,7731.3%
Norfolk Southern Corpโ€”$7.64M26,6181.2%

Activity

InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
DateActionCompanyValueShares ฮ”Position afterImpact
Q1 2026
as of
Add46090E103
Common stock
$822.5K+1K
+5.58%
26,944
2.48% of portfolio
low
Q1 2026
as of
AddNetflix Inc
Common stock
$699.3K+7K
+57.95%
19,823
0.30% of portfolio
low
Q1 2026
as of
Add46137V357
Common stock
$561.4K+3K
+9.65%
33,245
1.02% of portfolio
low
Q1 2026
as of
TrimBank of the James Financial Group Inc
Common stock
$-558.7K-27K
-10.79%
224,259
0.74% of portfolio
low
Q1 2026
as of
AddAutomatic Data Processing Inc
Common stock
$506.7K+2K
+18.72%
15,815
0.51% of portfolio
low
Q1 2026
as of
New25434V708
Common stock
$430.5K+11K
11,077
0.07% of portfolio
low
Q1 2026
as of
TrimInterDigital, Inc.
Common stock
$-430.4K-1K
-35.76%
2,560
0.12% of portfolio
low
Q1 2026
as of
AddUber Technologies, Inc
Common stock
$310.7K+4K
+15.49%
32,202
0.37% of portfolio
low
Q1 2026
as of
New25434V872
Common stock
$300.1K+7K
7,108
0.05% of portfolio
low
Q1 2026
as of
TrimAlphabet Inc.
Common stock
$-292.4K-1K
-1.07%
93,848
4.30% of portfolio
low