PETTYJOHN, WOOD & WHITE, INC
•CIK: 1128213•Filing: Q4 2025
**PETTYJOHN, WOOD & WHITE, INC** manages $638M across a diversified portfolio of 214 positions. The fund exhibits significant concentration in mega-cap technology and index exposure, notably holding AAPL ($36.2M), MSFT ($34.2M), and SPY ($32.4M). Further allocations include substantial positions in GOOGL ($29.7M), JPM ($20.6M), and WMT ($17.8M). This structure suggests a core mandate focused on established market leaders and broad market beta capture.
Total AUM
$638.1M
QoQ Performance
+5.3%
Positions
161
Top 10 Concentration
36.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
MSFT
SPY
AAPL5.7%
MSFT5.4%
SPY5.1%
GOOGL4.7%
JPM3.2%
WMT2.8%
BRK/B2.6%
NDQ2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other31.9%
Technology23.9%
Financial10.2%
Consumer8.2%
ETF7.2%
Healthcare7.0%
Industrial4.9%
Energy2.1%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW9 new positions
↑106 increased
↓59 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023