PETTYJOHN, WOOD & WHITE, INC

CIK

1128213

Location

LYNCHBURG, VA

Portfolio Value

Small $687,332,698

Diversification

Diversified

Filing Date

Global Rank

#3,176 / 8,795 ▼ 127 · as of Jun 2026

Top Industry

Internet Content & Information 9.8%

Period ended 3 months ago

Filed Aug 12, 2026 · 56d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

171 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.8%

+1.9 pts

Top 5

28.3%

+3.5 pts

Top 10

42.4%

+2.5 pts

HHI

273

Diversified+28

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	29.7%	$203,873,802	31
Technology	17.5%	$120,113,171	24
Financial Services	11.0%	$75,838,275	22
Communication Services	8.8%	$60,369,794	7
Industrials	7.9%	$54,163,546	29
Healthcare	7.4%	$51,157,184	18
Consumer Defensive	6.8%	$46,955,408	11
Consumer Cyclical	4.9%	$33,385,937	9
Energy	4.3%	$29,252,679	8
Utilities	1.1%	$7,241,320	5
Basic Materials	0.4%	$3,052,788	4
Real Estate	0.3%	$1,928,794	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		+38,439	54,174	$2,207,715
VB	Vanguard Morningstar Small-Cap ETF	+15,395	52,814	$17,549,352
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+7,217	506,756	$53,272,020
FNDA	Schwab Fundamental U.S. Small Company ETF	+5,558	155,652	$5,014,844
EDV	Vanguard World Funds Extended Duration ETF	+4,748	5,935	$521,745
BNDW	Vanguard Total World Bond ETF	+4,502	46,674	$3,891,357
NFLX	Netflix Inc	+2,278	22,101	$1,578,011
KLAC	Kla Corp	+2,124	2,359	$711,733
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+1,937	186,476	$17,884,144
ABT	Abbott Laboratories	+1,680	62,699	$5,689,307
UBER	Uber Technologies, Inc	+1,433	33,635	$2,427,101
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	+1,400	6,970	$1,145,859
QQQ	Invesco Qqq Trust, Series 1	+1,372	28,316	$20,851,902
—		+1,128	6,687	$709,490
V	Visa Inc.	+1,046	8,381	$2,875,437
SCHW	Schwab Charles Corp	+757	28,863	$2,663,189
LLY	ELI LILLY & Co	+728	3,185	$3,820,184
ORCL	Oracle Corp	+697	35,211	$5,160,172
ICE	Intercontinental Exchange, Inc.	+678	21,171	$2,606,361
SHEL	Shell plc	+650	37,272	$2,890,070
SPY	Spdr S&P 500 ETF Trust	+556	48,180	$35,979,378
IVZ	Invesco Ltd.	+540	2,860	$866,494
ADP	Automatic Data Processing Inc	+408	16,223	$3,633,140
RTX	RTX Corp	+375	64,002	$12,143,099
HD	Home Depot, Inc.	+357	33,732	$11,896,601
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	−19,077	7,108	$300,028
HON	Honeywell International Inc	−17,605	17,799	$3,985,196
BOTJ	Bank Of The James Financial Group Inc	−5,400	218,859	$5,585,281
CMCSA	Comcast Corp	−4,261	39,515	$970,093
BAC	Bank Of America Corp /De/	−3,713	193,894	$11,048,080
CSCO	Cisco Systems, Inc.	−1,997	121,704	$14,295,351
T	At&T Inc.	−1,968	29,244	$605,350
VZ	Verizon Communications Inc	−1,966	124,330	$5,264,132
CVS	CVS HEALTH Corp	−1,498	46,538	$4,814,356
DIS	Walt Disney Co	−1,448	49,387	$4,753,498
CARR	CARRIER GLOBAL Corp	−1,400	21,307	$1,562,868
WMT	Walmart Inc.	−1,033	157,510	$17,839,582
MDT	Medtronic plc	−1,016	18,031	$1,410,565
VTR	Ventas, Inc.	−768	4,549	$403,951
CGGR	Capital Group Growth ETF	−712	35,914	$1,695,140
XOM	ExxonMobil Holdings Corp	−635	106,374	$14,543,453
VIG	Vanguard Dividend Appreciation ETF	−631	64,042	$15,153,618
ELV	Elevance Health, Inc.	−620	3,458	$1,337,312
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−550	41,407	$5,371,738
KMB	Kimberly Clark Corp	−528	10,342	$1,135,241
PFE	Pfizer Inc	−515	16,798	$404,495
SOLS	Solstice Advanced Materials Inc.	−474	4,652	$412,167
AMT	American Tower Corp /Ma/	−462	4,943	$808,526
MRK	Merck & Co., Inc.	−395	27,200	$3,495,200
ENB	Enbridge Inc	−369	44,083	$2,389,739
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	17,735	$3,920,853
FDXF	FedEx Freight Holding Company, Inc.	8,277	$1,249,827
FBCG	Fidelity Blue Chip Growth ETF	6,294	$512,086
ISRG	Intuitive Surgical Inc	810	$322,120
TXN	Texas Instruments Inc	1,017	$303,137
MU	Micron Technology Inc	190	$219,315
UNH	Unitedhealth Group Inc	510	$211,971
NTAP	NetApp, Inc.	1,350	$208,926
DRI	Darden Restaurants Inc	1,014	$208,894
—		2,420	$201,029
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
ACN	Accenture plc	1,204	$238,741
WTW	Willis Towers Watson PLC	723	$210,176
NKE	NIKE, Inc.	3,947	$208,480
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

171 tracked positions · $687,332,698 total · filing declares 222 positions · $687,332,893 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 171 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	506,756	+7,217	$53,272,020	—	7.75%
GOOGL	Alphabet Inc. Communication Services	Reduced	114,283	-195	$40,757,489	+23.9%	5.93%
AAPL	Apple Inc. Technology	Reduced	131,897	-301	$38,165,715	+13.8%	5.55%
SPY	Spdr S&P 500 ETF Trust	Added	48,180	+556	$35,979,378	+16.2%	5.23%
MSFT	Microsoft Corp Technology	Added	70,956	+85	$26,468,007	+0.9%	3.85%
QQQ	Invesco Qqq Trust, Series 1	Added	28,316	+1,372	$20,851,902	+34.1%	3.03%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	63,499	-329	$20,785,127	+10.7%	3.02%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	32,293	-194	$19,152,492	+3.9%	2.79%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	186,476	+1,937	$17,884,144	+11.8%	2.60%
WMT	Walmart Inc. Consumer Defensive	Reduced	157,510	-1,033	$17,839,582	−9.5%	2.60%
VB	Vanguard Morningstar Small-Cap ETF	Added	52,814	+15,395	$17,549,352	+23.1%	2.55%
VIG	Vanguard Dividend Appreciation ETF	Reduced	64,042	-631	$15,153,618	+9.0%	2.20%
JNJ	Johnson & Johnson Healthcare	Reduced	57,950	-115	$14,717,561	+3.7%	2.14%
XOM	ExxonMobil Holdings Corp Energy	Reduced	106,374	-635	$14,543,453	−19.9%	2.12%
CSCO	Cisco Systems, Inc. Technology	Reduced	121,704	-1,997	$14,295,351	+48.9%	2.08%
AMZN	Amazon Com Inc Consumer Cyclical	Added	55,860	+127	$13,313,672	+14.7%	1.94%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	84,302	-89	$12,362,045	+1.4%	1.80%
RTX	RTX Corp Industrials	Added	64,002	+375	$12,143,099	−1.1%	1.77%
ABBV	AbbVie Inc. Healthcare	Added	47,788	+169	$12,025,372	+16.1%	1.75%
HD	Home Depot, Inc. Consumer Cyclical	Added	33,732	+357	$11,896,601	+8.4%	1.73%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	193,894	-3,713	$11,048,080	+14.7%	1.61%
NVDA	Nvidia Corp Technology	Reduced	45,688	-85	$9,141,711	+14.5%	1.33%
PEP	Pepsico Inc Consumer Defensive	Reduced	64,284	-3	$8,704,053	−12.8%	1.27%
AVGO	Broadcom Inc. Technology	Added	22,332	+334	$8,435,913	+23.9%	1.23%
NSC	Norfolk Southern Corp Industrials	Added	26,701	+83	$8,399,867	+10.0%	1.22%
CVX	Chevron Corp Energy	Added	48,982	+5	$8,119,256	−19.9%	1.18%
BKF	iShares MSCI BIC ETF	Held	30,220	0	$7,622,390	+39.0%	1.11%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	33,416	+171	$7,109,922	+11.4%	1.03%
META	Meta Platforms, Inc. Communication Services	Added	11,435	+230	$6,441,221	+0.5%	0.94%
ABT	Abbott Laboratories Healthcare	Added	62,699	+1,680	$5,689,307	−9.2%	0.83%
BOTJ	Bank Of The James Financial Group Inc Financial Services	Reduced	218,859	-5,400	$5,585,281	+20.9%	0.81%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	41,407	-550	$5,371,738	+2.5%	0.78%
FDX	Fedex Corp Industrials	Reduced	16,955	-78	$5,309,119	−12.5%	0.77%
VZ	Verizon Communications Inc Communication Services	Reduced	124,330	-1,966	$5,264,132	−17.0%	0.77%
ORCL	Oracle Corp Technology	Added	35,211	+697	$5,160,172	+1.6%	0.75%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	155,652	+5,558	$5,014,844	+23.3%	0.73%
CVS	CVS HEALTH Corp Healthcare	Reduced	46,538	-1,498	$4,814,356	+39.5%	0.70%
DIS	Walt Disney Co Communication Services	Reduced	49,387	-1,448	$4,753,498	−3.0%	0.69%
HON	Honeywell International Inc Industrials	Reduced	17,799	-17,605	$3,985,196	−50.2%	0.58%
SBUX	Starbucks Corp Consumer Cyclical	Added	38,393	+243	$3,923,380	+14.8%	0.57%
HONA	Honeywell Aerospace Inc. Industrials	NEW	17,735	NEW	$3,920,853	NEW	0.57%
BNDW	Vanguard Total World Bond ETF	Added	46,674	+4,502	$3,891,357	+12.8%	0.57%
LLY	ELI LILLY & Co Healthcare	Added	3,185	+728	$3,820,184	+69.0%	0.56%
ADP	Automatic Data Processing Inc Technology	Added	16,223	+408	$3,633,140	+13.1%	0.53%
MRK	Merck & Co., Inc. Healthcare	Reduced	27,200	-395	$3,495,200	+5.3%	0.51%
TFC	Truist Financial Corp Financial Services	Reduced	66,365	-240	$3,306,304	+8.0%	0.48%
SO	Southern Co Utilities	Added	33,106	+126	$3,168,575	−0.5%	0.46%
SHEL	Shell plc Energy	Added	37,272	+650	$2,890,070	−15.1%	0.42%
V	Visa Inc. Financial Services	Added	8,381	+1,046	$2,875,437	+29.7%	0.42%
URI	United Rentals, Inc. Industrials	Added	2,461	+5	$2,788,042	+55.8%	0.41%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.