§ 13F · FUND PROFILE
PETTYJOHN, WOOD & WHITE, INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $606M (13F)Positions · 203Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 132K | $34M | 5.3% | −1% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 48K | $31M | 4.9% | ±0% |
| 3 | GOOGL | ALPHABET INC | 94K | $27M | 4.3% | −1% |
| 4 | MSFT | MICROSOFT CORP | 71K | $26M | 4.2% | ±0% |
| 5 | WMT | WALMART INC | 159K | $20M | 3.1% | −1% |
| 6 | JPM | JPMORGAN CHASE & CO | 64K | $19M | 3.0% | ±0% |
| 7 | XOM | EXXON MOBIL CORP | 107K | $18M | 2.9% | −1% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 32K | $16M | 2.5% | ±0% |
| 9 | QQQ | INVESCO QQQ TR | 27K | $16M | 2.5% | +6% |
| 10 | JNJ | JOHNSON & JOHNSON | 58K | $14M | 2.3% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PETTYJOHN, SIGNAL
AC read
PETTYJOHN, WOOD & WHITE, INC is a Other fund managing $606 million in assets. The fund runs a broad portfolio of 203 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed