PETTYJOHN, WOOD & WHITE, INC

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CIK 1128213

13F portfolio (2026-Q1)

$628M

Positions

214

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

214

Top 5

21.9%

Top 10

35.0%

Effective N

51.5

HHI

0.019

This quarter

5 new · 0 exit →

By sector

Unclassified28.8%

Information Technology16.3%

Financials10.8%

Communication Services8.7%

Consumer Discretionary8.5%

Industrials8.0%

Health Care6.4%

Energy5.6%

Other6.9%

By market cap

Mega (>$200B)51.4%

Unknown29.9%

Large ($10–200B)17.8%

Micro (<$300M)0.7%

Mid ($2–10B)0.2%

By region

North America70.5%

Other28.8%

Europe0.6%

Asia-Pacific0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	31.31%	81
Specialty Retail	7.50%	8
Technology Hardware & Equipment	7.44%	8
Software & IT Services	6.77%	4
Banks	6.23%	10
Pharmaceuticals & Biotechnology	6.03%	8
Oil, Gas & Consumable Fuels	5.61%	7
Software	5.32%	3
Aerospace & Defense	3.68%	6
Semiconductors & Semiconductor Equipment	2.74%	7
Chemicals	2.08%	4
Beverages	1.89%	3
Road & Rail	1.80%	5
Utilities	1.19%	6
Capital Markets	1.17%	5
Diversified Telecommunication Services	1.15%	2
Commercial Services & Supplies	1.08%	5
Airlines	0.97%	1
Hotels, Restaurants & Leisure	0.84%	2
Entertainment	0.78%	1
Machinery	0.74%	8
Insurance	0.57%	7
Food & Staples Retailing	0.55%	1
Media & Entertainment	0.50%	2
Health Care Equipment & Supplies	0.36%	3
Tobacco	0.36%	2
Equity Real Estate Investment Trusts (REITs)	0.32%	3
Electrical Equipment & Components	0.29%	3
Food Products	0.26%	2
Paper & Forest Products	0.17%	1
Metals & Mining	0.08%	2
Automobiles & Components	0.07%	1
Health Care Providers & Services	0.05%	1
Distributors	0.04%	1
Communications Equipment	0.04%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AAPL	Apple Inc.	Information Technology	5.34%
2	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	4.93%
3	GOOGL	Alphabet Inc.	Communication Services	4.30%
4	MSFT	MICROSOFT CORP	Information Technology	4.18%
5	WMT	Walmart Inc.	Consumer Discretionary	3.14%
6	JPM	JPMORGAN CHASE & CO	Financials	2.99%
7	XOM	EXXON MOBIL CORP	Energy	2.89%
8	BRK.B	BERKSHIRE HATHAWAY INC	Financials	2.48%
9	QQQ	INVESCO QQQ TR	Unclassified	2.48%
10	JNJ	JOHNSON & JOHNSON	Health Care	2.26%

134/214 names classified · sector 71.2% of weight · industry 68.7% · mkt cap 70.1%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

Information TechnologyMSFT, AAPL, CSCO, GE, IBM · other

FinancialsBRK.B, JPM, BAC, V, TFC · other

IndustrialsHON, NSC, FDX, BA, RTX · other

Communication ServicesVZ, GOOGL, DIS, CMCSA, META · other

Health CareJNJ, ABBV, ABT, PFE, MRK · other

Consumer DiscretionaryHD, WMT, AMZN, MCD, MCK · other

EnergyXOM, CVX, ENB, COP, SHEL · other

Consumer StaplesPEP, CVS, PM, GIS, KR · other

MaterialsPG, KMB, IP, NKE, CL · other

UtilitiesD, SO, DUK, NEE, NFG · other

Real EstateVTR, AMT, WY, SKT, DLR · other

UnclassifiedSPY, VIG, AGG, UNITED TECHNOLOGIES CORP, VCSH · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 71.2% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (126 classified)PETTYJOHN, WOOD & WHITE, INC centroid (Large Core)

Information TechnologyCommunication ServicesConsumer DiscretionaryFinancialsIndustrialsHealth CareEnergyConsumer StaplesMaterialsUtilitiesReal Estate

Style box summary for PETTYJOHN, WOOD & WHITE, INC: centroid Large Core. Heaviest cells: Large Value 21.9%, Large Core 20.7%, Large Growth 20.7%.

Classified: 67.5% of book weight (126/214 names) · unclassified 32.5%: SPY, BRK.B, QQQ, VIG, IJH, VOO, RSP, IYW, IJR, XLE +78 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 214 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AAPLAPPLE INC	132,198	$34M	5.3%	HOLD
2	SPYSTATE STR SPDR S&P 500 ETF T	47,624	$31M	4.9%	HOLD
3	GOOGLALPHABET INC	93,848	$27M	4.3%	HOLD
4	MSFTMICROSOFT CORP	70,871	$26M	4.2%	HOLD
5	WMTWALMART INC	158,543	$20M	3.1%	HOLD
6	JPMJPMORGAN CHASE & CO	63,828	$19M	3.0%	HOLD
7	XOMEXXON MOBIL CORP	107,009	$18M	2.9%	HOLD
8	BRK.BBERKSHIRE HATHAWAY INC DEL	32,483	$16M	2.5%	HOLD
9	QQQINVESCO QQQ TR	26,944	$16M	2.5%	ADD 6%
10	JNJJOHNSON & JOHNSON	58,065	$14M	2.3%	HOLD
11	VIGVANGUARD SPECIALIZED FUNDS	64,673	$14M	2.2%	HOLD
12	RTXRTX CORPORATION	63,627	$12M	2.0%	HOLD
13	PGPROCTER AND GAMBLE CO	84,391	$12M	1.9%	HOLD
14	AMZNAMAZON COM INC	55,733	$12M	1.8%	HOLD
15	HDHOME DEPOT INC	33,375	$11M	1.7%	HOLD
16	ABBVABBVIE INC	47,619	$10M	1.6%	HOLD
17	CVXCHEVRON CORP NEW	48,977	$10M	1.6%	HOLD
18	PEPPEPSICO INC	64,287	$10M	1.6%	HOLD
19	BACBANK AMERICA CORP	197,607	$10M	1.5%	HOLD
20	CSCOCISCO SYS INC	123,701	$10M	1.5%	HOLD
21	IJHISHARES TR	136,306	$9M	1.5%	HOLD
22	VOOVANGUARD INDEX FDS	13,841	$8M	1.3%	HOLD
23	HONHONEYWELL INTL INC	35,404	$8M	1.3%	HOLD
24	NVDANVIDIA CORPORATION	45,773	$8M	1.3%	ADD 2%
25	NSCNORFOLK SOUTHN CORP	26,618	$8M	1.2%	HOLD
26	AVGOBROADCOM INC	21,998	$7M	1.1%	ADD 4%
27	METAMETA PLATFORMS INC	11,205	$6M	1.0%	ADD 2%
28	RSPINVESCO EXCHANGE TRADED FD T	33,245	$6M	1.0%	ADD 10%
29	VZVERIZON COMMUNICATIONS INC	126,296	$6M	1.0%	TRIM −4%
30	ABTABBOTT LABS	61,019	$6M	1.0%	HOLD
31	FDXFEDEX CORP	17,033	$6M	1.0%	HOLD
32	GOOGALPHABET INC	20,630	$6M	0.9%	HOLD
33	IYWISHARES TR	30,220	$5M	0.9%	HOLD
34	IJRISHARES TR	42,064	$5M	0.8%	HOLD
35	ORCLORACLE CORP	34,514	$5M	0.8%	ADD 5%
36	XLESELECT SECTOR SPDR TR	82,629	$5M	0.8%	HOLD
37	SDYSPDR SER TR	34,127	$5M	0.8%	HOLD
38	DISDISNEY WALT CO	50,835	$5M	0.8%	HOLD
39	IVVISHARES TR	7,384	$5M	0.8%	HOLD
40	BOTJBANK OF THE JAMES FINL GP IN	224,259	$5M	0.7%	TRIM −11%
41	XLKSELECT SECTOR SPDR TR	34,618	$5M	0.7%	HOLD
42	IYHISHARES TR	72,075	$4M	0.7%	HOLD
43	EFAISHARES TR	43,849	$4M	0.7%	ADD 3%
44	IYFISHARES TR	33,180	$4M	0.6%	TRIM −3%
45	VTIVANGUARD INDEX FDS	11,250	$4M	0.6%	TRIM −5%
46	CVSCVS HEALTH CORP	48,036	$3M	0.5%	TRIM −6%
47	SBUXSTARBUCKS CORP	38,150	$3M	0.5%	HOLD
48	SHELSHELL PLC	36,622	$3M	0.5%	HOLD
49	MRKMERCK & CO INC	27,595	$3M	0.5%	HOLD
50	ICEINTERCONTINENTAL EXCHANGE IN	20,493	$3M	0.5%	ADD 6%
51	ADPAUTOMATIC DATA PROCESSING IN	15,815	$3M	0.5%	ADD 19%
52	SOSOUTHERN CO	32,980	$3M	0.5%	HOLD
53	TFCTRUIST FINL CORP	66,605	$3M	0.5%	ADD 4%
54	AGGISHARES TR	30,342	$3M	0.5%	ADD 6%
55	BRK.ABERKSHIRE HATHAWAY INC DEL	4	$3M	0.5%	HOLD
56	SCHWSCHWAB CHARLES CORP	28,106	$3M	0.4%	ADD 6%
57	VCITVANGUARD SCOTTSDALE FDS	31,099	$3M	0.4%	ADD 9%
58	ENBENBRIDGE INC	44,452	$2M	0.4%	HOLD
59	UBERUBER TECHNOLOGIES INC	32,202	$2M	0.4%	ADD 15%
60	UNPUNION PAC CORP	9,353	$2M	0.4%	HOLD
61	LLYELI LILLY & CO	2,457	$2M	0.4%	ADD 8%
62	VVISA INC	7,335	$2M	0.4%	ADD 4%
63	SCHXSCHWAB U.S. LARGE-CAP ETF	81,736	$2M	0.3%	HOLD
64	ADBEADOBE INC	8,597	$2M	0.3%	TRIM −2%
65	XLYSELECT SECTOR SPDR TR	19,174	$2M	0.3%	HOLD
66	IWMISHARES TR	8,340	$2M	0.3%	HOLD
67	NFLXNETFLIX INC	19,823	$2M	0.3%	ADD 58%
68	SHWSHERWIN WILLIAMS CO	5,943	$2M	0.3%	HOLD
69	DUKDUKE ENERGY CORP NEW	14,547	$2M	0.3%	HOLD
70	MCDMCDONALDS CORP	6,060	$2M	0.3%	HOLD
71	URIUNITED RENTALS INC	2,456	$2M	0.3%	ADD 7%
72	MDTMEDTRONIC PLC	19,047	$2M	0.3%	HOLD
73	PMPHILIP MORRIS INTL INC	9,936	$2M	0.3%	HOLD
74	KOCOCA COLA CO	21,587	$2M	0.3%	HOLD
75	SCHASCHWAB STRATEGIC TR	55,708	$2M	0.3%	HOLD
76	IBMINTERNATIONAL BUSINESS MACHS	6,656	$2M	0.3%	HOLD
77	CGGRCAPITAL GROUP GROWTH ETF	36,626	$1M	0.2%	HOLD
78	BABOEING CO	7,112	$1M	0.2%	TRIM −2%
79	DVYISHARES TR	9,064	$1M	0.2%	HOLD
80	GLDSPDR GOLD TR	3,085	$1M	0.2%	HOLD
81	HSYHERSHEY CO	6,325	$1M	0.2%	ADD 2%
82	HDVISHARES TR	9,661	$1M	0.2%	TRIM −4%
83	AMATAPPLIED MATLS INC	3,805	$1M	0.2%	HOLD
84	XLCSELECT SECTOR SPDR TR	11,596	$1M	0.2%	ADD 4%
85	CARRCARRIER GLOBAL CORPORATION	22,707	$1M	0.2%	ADD 4%
86	CMCSACOMCAST CORP NEW	43,776	$1M	0.2%	TRIM −11%
87	CATCATERPILLAR INC	1,696	$1M	0.2%	TRIM −3%
88	ELVELEVANCE HEALTH INC FORMERLY	4,078	$1M	0.2%	TRIM −8%
89	PFFISHARES TR	38,454	$1M	0.2%	TRIM −3%
90	XLUSELECT SECTOR SPDR TR	24,733	$1M	0.2%	HOLD
91	MDYSPDR S&P MIDCAP 400 ETF TR	1,790	$1M	0.2%	HOLD
92	KMBKIMBERLY-CLARK CORP	10,870	$1M	0.2%	TRIM −13%
93	LOWLOWES COS INC	4,262	$1M	0.2%	HOLD
94	COSTCOSTCO WHSL CORP NEW	1,003	$999,120	0.2%	HOLD
95	XLISELECT SECTOR SPDR TR	5,950	$962,294	0.2%	ADD 4%
96	AMTAMERICAN TOWER CORP	5,405	$932,795	0.1%	TRIM −5%
97	DDOMINION ENERGY INC	14,688	$908,013	0.1%	TRIM −2%
98	VUGVANGUARD INDEX FDS	2,076	$906,777	0.1%	HOLD
99	TAT&T INC	31,212	$904,836	0.1%	HOLD
100	ACWIISHARES TR	6,390	$884,185	0.1%	ADD 13%
101	AFLAFLAC INC	8,005	$878,229	0.1%	ADD 3%
102	VCSHVANGUARD SCOTTSDALE FDS	11,073	$877,757	0.1%	HOLD
103	IWOISHARES TR	2,760	$866,116	0.1%	HOLD
104	XLVSELECT SECTOR SPDR TR	5,839	$856,056	0.1%	ADD 4%
105	WFCWELLS FARGO CO NEW	10,744	$855,325	0.1%	TRIM −3%
106	COFCAPITAL ONE FINL CORP	4,454	$812,544	0.1%	TRIM −4%
107	CSXCSX CORP	19,563	$803,062	0.1%	HOLD
108	VXUSVANGUARD STAR FDS	10,255	$790,764	0.1%	HOLD
109	VBVANGUARD INDEX FDS	3,005	$787,027	0.1%	HOLD
110	AEPAMERICAN ELEC PWR CO INC	5,957	$780,864	0.1%	TRIM −7%
111	IWPISHARES TR	6,074	$778,201	0.1%	HOLD
112	GEGE AEROSPACE	2,740	$777,530	0.1%	ADD 6%
113	IDCCINTERDIGITAL INC	2,560	$773,120	0.1%	TRIM −36%
114	AMGNAMGEN INC	2,085	$733,754	0.1%	HOLD
115	IWFISHARES TR	1,570	$669,448	0.1%	HOLD
116	LMTLOCKHEED MARTIN CORP	1,107	$669,060	0.1%	HOLD
117	WELLWELLTOWER INC	3,374	$667,074	0.1%	HOLD
118	XLFSELECT SECTOR SPDR TR	13,387	$660,917	0.1%	ADD 2%
119	MOALTRIA GROUP INC	9,750	$643,403	0.1%	HOLD
120	DIASPDR DOW JONES INDL AVERAGE	1,335	$618,359	0.1%	HOLD
121	VVVANGUARD INDEX FDS	2,026	$605,357	0.1%	HOLD
122	GEVGE VERNOVA INC	682	$595,318	0.1%	HOLD
123	GVIISHARES TR	5,559	$593,035	0.1%	ADD 28%
124	CINFCINCINNATI FINL CORP	3,750	$590,063	0.1%	HOLD
125	AXPAMERICAN EXPRESS CO	1,870	$565,638	0.1%	HOLD
126	ITAIShares U.S. Aerospace & Defense ETF	2,575	$563,282	0.1%	ADD 4%
127	QQQMINVESCO EXCH TRADED FD TR II	2,320	$551,279	0.1%	ADD 13%
128	VEAVANGUARD TAX-MANAGED FDS	8,357	$535,530	0.1%	HOLD
129	ETNEATON CORP PLC	1,497	$535,432	0.1%	HOLD
130	IYCISHARES TR	5,500	$533,060	0.1%	HOLD
131	VOVANGUARD INDEX FDS	1,855	$532,729	0.1%	HOLD
132	BBYBest Buy Company, Inc.	8,127	$521,754	0.1%	ADD 7%
133	TTTRANE TECHNOLOGIES PLC	1,247	$519,675	0.1%	HOLD
134	TMOTHERMO FISHER SCIENTIFIC INC	1,038	$510,209	0.1%	HOLD
135	VTIPVANGUARD MALVERN FDS	10,184	$508,673	0.1%	HOLD
136	IWDISHARES TR	2,360	$504,262	0.1%	HOLD
137	USMVISHARES TR	5,267	$488,444	0.1%	HOLD
138	PFEPFIZER INC	17,313	$486,157	0.1%	HOLD
139	FLOTISHARES TR	9,375	$477,657	0.1%	TRIM −11%
140	VBRVANGUARD INDEX FDS	2,120	$460,570	0.1%	HOLD
141	NOCNORTHROP GRUMMAN CORP	673	$459,148	0.1%	HOLD
142	EMREMERSON ELEC CO	3,397	$445,075	0.1%	HOLD
143	SLQDISHARES TR	8,790	$443,808	0.1%	ADD 4%
144	MGKVanguard Mega Cap Growth ETF	1,187	$436,152	0.1%	HOLD
145	NEENEXTERA ENERGY INC	4,687	$435,329	0.1%	HOLD
146	VTRVENTAS INC	5,317	$434,825	0.1%	TRIM −3%
147	DFACDIMENSIONAL ETF TRUST	11,077	$430,453	0.1%	NEW
148	TSLATESLA INC	1,137	$422,680	0.1%	HOLD
149	VOOVVANGUARD ADMIRAL FDS INC	2,020	$411,656	0.1%	HOLD
150	CMICUMMINS INC	765	$411,586	0.1%	HOLD
151	VIOOVANGUARD ADMIRAL FDS INC	3,550	$407,647	0.1%	HOLD
152	IHIISHARES TR	7,535	$401,993	0.1%	HOLD
153	MPCMARATHON PETE CORP	1,618	$395,084	0.1%	HOLD
154	SOLSSOLSTICE ADVANCED MATLS INC	5,126	$390,397	0.1%	TRIM −16%
155	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,140	$385,263	0.1%	HOLD
156	SLVISHARES SILVER TR	5,650	$384,991	0.1%	HOLD
157	TJXTJX COS INC NEW	2,366	$377,851	0.1%	HOLD
158	ROKROCKWELL AUTOMATION INC	1,047	$375,748	0.1%	ADD 7%
159	COPCONOCOPHILLIPS	2,842	$375,144	0.1%	HOLD
160	JCIJOHNSON CONTROLS INTERNATION	2,819	$369,149	0.1%	HOLD
161	IJKISHARES TR	3,651	$367,364	0.1%	HOLD
162	GSGOLDMAN SACHS GROUP INC	431	$364,622	0.1%	ADD 4%
163	PSXPHILLIPS 66	1,980	$360,717	0.1%	HOLD
164	IJJISHARES TR	2,664	$352,980	0.1%	TRIM −4%
165	FNDXSCHWAB STRATEGIC TR	12,650	$352,303	0.1%	ADD 16%
166	VEUVANGUARD INTL EQUITY INDEX F	4,674	$351,030	0.1%	HOLD
167	KLACKLA CORP	235	$346,017	0.1%	HOLD
168	MDLZMONDELEZ INTL INC	5,873	$338,520	0.1%	TRIM −3%
169	BDXBECTON DICKINSON & CO	2,135	$335,687	0.1%	HOLD
170	BLKBLACKROCK INC	329	$316,403	0.1%	HOLD
171	UPSUNITED PARCEL SERVICE INC	3,213	$316,095	0.1%	TRIM −12%
172	IGIBISHARES TR	5,825	$310,007	0.0%	HOLD
173	BNYBANK NEW YORK MELLON CORP	2,607	$309,269	0.0%	HOLD
174	BWXTBWX TECHNOLOGIES INC	1,512	$309,189	0.0%	HOLD
175	MMM3M CO	2,105	$305,710	0.0%	TRIM −3%
176	DFCFDIMENSIONAL ETF TRUST	7,108	$300,100	0.0%	NEW
177	LHLABCORP HOLDINGS INC	1,124	$299,895	0.0%	HOLD
178	IEFAISHARES TR	3,191	$288,882	0.0%	HOLD
179	KMIKINDER MORGAN INC DEL	8,564	$287,151	0.0%	HOLD
180	ITWILLINOIS TOOL WKS INC	1,086	$282,675	0.0%	HOLD
181	GDGENERAL DYNAMICS CORP	821	$281,784	0.0%	HOLD
182	MCKMCKESSON CORP	325	$281,242	0.0%	HOLD
183	IWRISHARES TR	2,858	$277,884	0.0%	HOLD
184	DFAXDIMENSIONAL ETF TRUST	8,000	$271,760	0.0%	NEW
185	LRCXLAM RESEARCH CORP	1,260	$269,212	0.0%	HOLD
186	CITHE CIGNA GROUP	1,004	$267,817	0.0%	HOLD
187	BMYBRISTOL-MYERS SQUIBB CO	4,373	$265,223	0.0%	HOLD
188	SPIBSPDR SERIES TRUST	7,830	$262,619	0.0%	HOLD
189	ADIANALOG DEVICES INC	825	$262,466	0.0%	TRIM −9%
190	LINLINDE PLC	515	$255,317	0.0%	ADD 4%
191	BUDANHEUSER BUSCH INBEV SA/NV	3,615	$250,773	0.0%	HOLD
192	CNICANADIAN NATL RY CO	2,400	$246,648	0.0%	TRIM −2%
193	TRVTRAVELERS COMPANIES INC	842	$245,595	0.0%	HOLD
194	VTVVANGUARD INDEX FDS	1,246	$244,403	0.0%	HOLD
195	PNFPPINNACLE FINL PARTNERS INC	2,823	$243,174	0.0%	NEW
196	INTCINTEL CORP	5,476	$241,656	0.0%	HOLD
197	SMHVANECK ETF TRUST	630	$241,542	0.0%	HOLD
198	AUBATLANTIC UN BANKSHARES CORP	6,732	$240,602	0.0%	HOLD
199	GLWCORNING INC	1,760	$239,308	0.0%	NEW
200	ACNACCENTURE PLC IRELAND	1,204	$238,742	0.0%	TRIM −2%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AAPLAPPLE INC

126K

122K

127K

133K

132K

$34M

SPYSTATE STR SPDR S&P 500 ETF T

45K

46K

47K

48K

$31M

GOOGLALPHABET INC

90K

91K

95K

94K

$27M

MSFTMICROSOFT CORP

73K

69K

71K

$26M

WMTWALMART INC

163K

155K

160K

159K

$20M

JPMJPMORGAN CHASE & CO

69K

64K

$19M

XOMEXXON MOBIL CORP

126K

106K

108K

107K

108K

107K

$18M

BRK.BBERKSHIRE HATHAWAY INC DEL

34K

32K

33K

32K

$16M

QQQINVESCO QQQ TR

24K

25K

26K

27K

$16M

JNJJOHNSON & JOHNSON

65K

59K

58K

59K

58K

$14M

VIGVANGUARD SPECIALIZED FUNDS

67K

66K

65K

$14M

RTXRTX CORPORATION

65K

63K

64K

$12M

PGPROCTER AND GAMBLE CO

85K

82K

83K

84K

$12M

AMZNAMAZON COM INC

50K

51K

52K

55K

56K

$12M

HDHOME DEPOT INC

37K

35K

36K

33K

$11M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆PETTYJOHN, WOOD & WHITE, INC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 214 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

PETTYJOHN, WOOD & WHITE, INC