Top 50 Pettyjohn Wood & White INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.55% | 131.9K | $38.2M | -0.23%(-301) | $71.68(+327.83%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.23% | 48.2K | $36.0M | +1.17%(+556) | $256.52(+201.55%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.86% | 93.5K | $33.4M | -0.33%(-314) | $54.05(+550.25%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.85% | 71.0K | $26.5M | +0.12%(+85) | $77.40(+549.52%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.03% | 28.3K | $20.9M | +5.09%(+1.37K) | $222.35(+224.19%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.02% | 63.5K | $20.8M | -0.52%(-329) | $82.59(+337.69%) | 2026-06-30 | |
| WMT | WALMART INC | 2.6% | 157.5K | $17.8M | -0.65%(-1.03K) | $42.14(+168.48%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.35% | 32.3K | $16.2M | -0.60%(-194) | $140.82(+271.65%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.2% | 64.0K | $15.2M | -0.98%(-631) | $81.73(+201.75%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 2.14% | 58.0K | $14.7M | -0.20%(-115) | $138.57(+89.55%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.42% | +53.78% | +9.63% | +58.33% |
| Top 20 Holdings Unweighted | +15.58% | +54.39% | +9.56% | +57.82% |
Pettyjohn Wood & White INC reports $687.33M in US-listed equity holdings across 222 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.5%), SPY (5.2%) and GOOGL (4.9%). The top 20 holdings account for 52.53% of reported assets. Its disclosed equity book has returned +53.78% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pettyjohn Wood & White INCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1128213). View Pettyjohn Wood & White INCโs 13F filings on SEC