PETTYJOHN, WOOD & WHITE, INC

CIK

1128213

Location

LYNCHBURG, VA

Portfolio Value

Small $471,657,237

Diversification

Diversified

Filing Date

Global Rank

#2,693 / 8,603 ▲ 1 · as of Mar 2026

Top Industry

Consumer Electronics 8.0%

3Y Alpha vs SPY

-3.5%

Period ended 3 months ago

Filed May 15, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+61.4%

SPY

+76.5%

Annualised alpha

-3.6%

Max drawdown

−15.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

138 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.1%

−0.3 pts

Top 5

29.1%

−2.3 pts

Top 10

45.3%

−1.5 pts

HHI

297

Diversified−21

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	21.8%	$102,889,362	22
Financial Services	13.9%	$65,589,626	21
Unclassified	10.6%	$49,958,122	6
Consumer Defensive	10.5%	$49,756,441	11
Industrials	10.4%	$49,067,793	27
Communication Services	10.3%	$48,704,806	7
Healthcare	9.7%	$45,868,186	16
Consumer Cyclical	6.5%	$30,423,246	9
Energy	3.7%	$17,363,911	7
Utilities	1.5%	$7,212,196	5
Basic Materials	0.6%	$2,788,857	4
Real Estate	0.4%	$2,034,691	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+7,273	19,823	$1,905,981
UBER	Uber Technologies, Inc	+4,320	32,202	$2,316,289
TFC	Truist Financial Corp	+2,771	66,605	$3,061,831
ADP	Automatic Data Processing Inc	+2,494	15,815	$3,213,291
SCHW	Schwab Charles Corp	+1,655	28,106	$2,641,401
ORCL	Oracle Corp	+1,505	34,514	$5,077,354
QQQ	Invesco Qqq Trust, Series 1	+1,425	26,944	$15,551,537
ICE	Intercontinental Exchange, Inc.	+1,179	20,493	$3,223,139
NVDA	Nvidia Corp	+1,115	45,773	$7,982,811
AMZN	Amazon Com Inc	+970	55,733	$11,607,511
ABT	Abbott Laboratories	+910	61,019	$6,264,820
AVGO	Broadcom Inc.	+846	21,998	$6,808,600
CARR	CARRIER GLOBAL Corp	+791	22,707	$1,278,631
BBY	Best Buy Co Inc	+551	8,127	$521,753
SBUX	Starbucks Corp	+531	38,150	$3,417,858
BAC	Bank Of America Corp /De/	+391	197,607	$9,633,341
ABBV	AbbVie Inc.	+328	47,619	$10,356,656
V	Visa Inc.	+299	7,335	$2,216,930
HD	Home Depot, Inc.	+274	33,375	$10,976,703
META	Meta Platforms, Inc.	+249	11,205	$6,410,716
MDT	Medtronic plc	+240	19,047	$1,650,422
AFL	Aflac Inc	+219	8,005	$878,228
LLY	ELI LILLY & Co	+180	2,457	$2,259,874
URI	United Rentals, Inc.	+166	2,456	$1,789,343
HSY	Hershey Co	+150	6,325	$1,314,904
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BOTJ	Bank Of The James Financial Group Inc	−27,123	224,259	$4,619,735
CMCSA	Comcast Corp	−5,400	43,776	$1,256,808
VZ	Verizon Communications Inc	−4,849	126,296	$6,340,059
CVS	CVS HEALTH Corp	−3,034	48,036	$3,449,945
WMT	Walmart Inc.	−1,639	158,543	$19,703,724
KMB	Kimberly Clark Corp	−1,567	10,870	$1,048,628
IDCC	InterDigital, Inc.	−1,425	2,560	$773,120
GOOGL	Alphabet Inc.	−1,017	93,848	$26,986,930
SOLS	Solstice Advanced Materials Inc.	−971	5,126	$390,396
AAPL	Apple Inc.	−855	132,198	$33,550,530
JNJ	Johnson & Johnson	−760	58,065	$14,193,408
DIS	Walt Disney Co	−703	50,835	$4,899,477
RTX	RTX Corp	−635	63,627	$12,273,648
AEP	American Electric Power Co Inc	−457	5,957	$780,843
T	At&T Inc.	−450	31,212	$904,835
UPS	United Parcel Service Inc	−433	3,213	$316,094
KO	Coca Cola Co	−425	21,587	$1,641,691
PEP	Pepsico Inc	−396	64,287	$9,983,128
CVX	Chevron Corp	−361	48,977	$10,133,341
ELV	Elevance Health, Inc.	−360	4,078	$1,193,834
WFC	Wells Fargo & Company/Mn	−319	10,744	$855,329
CSCO	Cisco Systems, Inc.	−318	123,701	$9,597,960
D	Dominion Energy, Inc	−309	14,688	$908,012
FDX	Fedex Corp	−306	17,033	$4,888,649
AMT	American Tower Corp /Ma/	−275	5,405	$932,794
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
PNFP	Pinnacle Financial Partners, Inc.	2,823	$243,173
GLW	Corning Inc /Ny	1,760	$239,307
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
UNH	Unitedhealth Group Inc	798	$263,427
GIS	General Mills Inc	5,503	$255,889
MA	Mastercard Inc	398	$227,210
LNC	Lincoln National Corp	4,629	$206,129
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

138 positions · $471,657,237 total · as of Mar 31, 2026

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

Showing 1–50 of 138 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	132,198	-855	$33,550,530	−7.2%	7.11%
SPY	Spdr S&P 500 ETF Trust	Added	47,624	+130	$30,971,792	−4.4%	6.57%
GOOGL	Alphabet Inc. Communication Services	Reduced	93,848	-1,017	$26,986,930	−9.1%	5.72%
MSFT	Microsoft Corp Technology	Added	70,871	+52	$26,234,318	−23.4%	5.56%
WMT	Walmart Inc. Consumer Defensive	Reduced	158,543	-1,639	$19,703,724	+10.4%	4.18%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	63,828	-155	$18,775,644	−8.9%	3.98%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	32,483	+43	$15,565,853	−4.5%	3.30%
QQQ	Invesco Qqq Trust, Series 1	Added	26,944	+1,425	$15,551,537	−0.8%	3.30%
JNJ	Johnson & Johnson Healthcare	Reduced	58,065	-760	$14,193,408	+16.6%	3.01%
RTX	RTX Corp Industrials	Reduced	63,627	-635	$12,273,648	+4.1%	2.60%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	84,391	+18	$12,189,436	+0.8%	2.58%
AMZN	Amazon Com Inc Consumer Cyclical	Added	55,733	+970	$11,607,511	−8.2%	2.46%
HD	Home Depot, Inc. Consumer Cyclical	Added	33,375	+274	$10,976,703	−3.6%	2.33%
ABBV	AbbVie Inc. Healthcare	Added	47,619	+328	$10,356,656	−4.2%	2.20%
CVX	Chevron Corp Energy	Reduced	48,977	-361	$10,133,341	+34.8%	2.15%
PEP	Pepsico Inc Consumer Defensive	Reduced	64,287	-396	$9,983,128	+7.5%	2.12%
BAC	Bank Of America Corp /De/ Financial Services	Added	197,607	+391	$9,633,341	−11.2%	2.04%
CSCO	Cisco Systems, Inc. Technology	Reduced	123,701	-318	$9,597,960	+0.5%	2.03%
HON	Honeywell International Inc Industrials	Reduced	35,404	-46	$8,392,624	+15.7%	1.78%
NVDA	Nvidia Corp Technology	Added	45,773	+1,115	$7,982,811	−4.2%	1.69%
NSC	Norfolk Southern Corp Industrials	Reduced	26,618	-81	$7,639,366	−0.9%	1.62%
AVGO	Broadcom Inc. Technology	Added	21,998	+846	$6,808,600	−7.0%	1.44%
META	Meta Platforms, Inc. Communication Services	Added	11,205	+249	$6,410,716	−11.4%	1.36%
VZ	Verizon Communications Inc Communication Services	Reduced	126,296	-4,849	$6,340,059	+18.7%	1.34%
ABT	Abbott Laboratories Healthcare	Added	61,019	+910	$6,264,820	−16.8%	1.33%
ORCL	Oracle Corp Technology	Added	34,514	+1,505	$5,077,354	−21.1%	1.08%
DIS	Walt Disney Co Communication Services	Reduced	50,835	-703	$4,899,477	−16.4%	1.04%
FDX	Fedex Corp Industrials	Reduced	17,033	-306	$4,888,649	+21.1%	1.04%
BOTJ	Bank Of The James Financial Group Inc Financial Services	Reduced	224,259	-27,123	$4,619,735	−1.1%	0.98%
CVS	CVS HEALTH Corp Healthcare	Reduced	48,036	-3,034	$3,449,945	−14.9%	0.73%
SBUX	Starbucks Corp Consumer Cyclical	Added	38,150	+531	$3,417,858	+7.9%	0.72%
SHEL	Shell plc Energy	Added	36,622	+85	$3,405,846	+26.9%	0.72%
MRK	Merck & Co., Inc. Healthcare	Reduced	27,595	-107	$3,319,402	+13.8%	0.70%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	20,493	+1,179	$3,223,139	+3.0%	0.68%
ADP	Automatic Data Processing Inc Technology	Added	15,815	+2,494	$3,213,291	−6.2%	0.68%
SO	Southern Co Utilities	Reduced	32,980	-46	$3,183,229	+10.5%	0.67%
TFC	Truist Financial Corp Financial Services	Added	66,605	+2,771	$3,061,831	−2.5%	0.65%
SCHW	Schwab Charles Corp Financial Services	Added	28,106	+1,655	$2,641,401	−0.0%	0.56%
ENB	Enbridge Inc Energy	Added	44,452	+87	$2,406,631	+13.4%	0.51%
UBER	Uber Technologies, Inc Technology	Added	32,202	+4,320	$2,316,289	+1.7%	0.49%
UNP	Union Pacific Corp Industrials	Held	9,353	0	$2,269,224	+4.9%	0.48%
LLY	ELI LILLY & Co Healthcare	Added	2,457	+180	$2,259,874	−7.6%	0.48%
V	Visa Inc. Financial Services	Added	7,335	+299	$2,216,930	−10.2%	0.47%
ADBE	Adobe Inc. Technology	Reduced	8,597	-213	$2,089,758	−32.2%	0.44%
NFLX	Netflix Inc Communication Services	Added	19,823	+7,273	$1,905,981	+62.0%	0.40%
SHW	Sherwin Williams Co Basic Materials	Added	5,943	+31	$1,905,028	−0.6%	0.40%
DUK	Duke Energy CORP Utilities	Reduced	14,547	-166	$1,904,784	+10.5%	0.40%
MCD	Mcdonalds Corp Consumer Cyclical	Held	6,060	0	$1,883,387	+1.7%	0.40%
URI	United Rentals, Inc. Industrials	Added	2,456	+166	$1,789,343	−3.5%	0.38%
MDT	Medtronic plc Healthcare	Added	19,047	+240	$1,650,422	−8.6%	0.35%