Institutional Fund
Pettyjohn, Wood & White, Inc
Lynchburg, VACIK 11282135 filings on record
Portfolio Value
$627.92M
Q1 2026
Holdings
214
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-1.6%
from $638.08M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc5.3%
- Spdr S&P 500 ETF Tr4.9%
- Alphabet Inc4.3%
- Microsoft Corp4.2%
- Walmart Inc3.1%
- Jpmorgan Chase & Co.3.0%
- Other75.1%
Portfolio Holdings
214 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 132.2K | $33.55M | 5.3% | −855 | Reduced |
| 2 | Spdr S&P 500 ETF Tr | 47.6K | $30.97M | 4.9% | +130 | Added |
| 3 | Alphabet Inc | 93.8K | $26.99M | 4.3% | −1.0K | Reduced |
| 4 | Microsoft Corp | 70.9K | $26.23M | 4.2% | +52 | Added |
| 5 | Walmart Inc | 158.5K | $19.70M | 3.1% | −1.6K | Reduced |
| 6 | Jpmorgan Chase & Co. | 63.8K | $18.78M | 3.0% | −155 | Reduced |
| 7 | Exxon Mobil Corp | 107.0K | $18.16M | 2.9% | −1.1K | Reduced |
| 8 | Berkshire Hathaway Inc Del | 32.5K | $15.57M | 2.5% | +43 | Added |
| 9 | Invesco Qqq Tr | 26.9K | $15.55M | 2.5% | +1.4K | Added |
| 10 | Johnson & Johnson | 58.1K | $14.19M | 2.3% | −760 | Reduced |
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