Pettyjohn, Wood & White, Inc.
Annual return '25
+9.4%
SPY '25
+17.7%
Alpha
-8.3ptsvs SPY
Invested
$627.9M
Holdings
213
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: Increased +4.4% (127.4k → 133.1k shares)
5.3%
02
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Increased +4.3% (45.5k → 47.5k shares)
4.9%
03
$GOOGL
ALPHABET INC
Q4 2025: Increased +4.5% (90.8k → 94.9k shares)
4.3%
04
$MSFT
MICROSOFT CORP
Q4 2025: Increased +3.0% (68.8k → 70.8k shares)
4.2%
05
$WMT
WALMART INC
Q4 2025: Increased +3.4% (155.0k → 160.2k shares)
3.1%
06
$JPM
JPMORGAN CHASE & CO
Q1 2025: Sold 6.0% (68.5k → 64.4k shares)
3.0%
07
$XOM
EXXON MOBIL CORP
Q4 2025: Increased +1.4% (106.6k → 108.1k shares)
2.9%
08
$BAC
VERIZON COMMUNICATIONS INC
Q4 2025: Sold 0.8% (331.1k → 328.4k shares)
2.5%
09
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q2 2025: Increased +0.8% (32.2k → 32.4k shares)
2.5%
10
$NDQ
INVESCO QQQ TR
Q4 2025: Increased +3.3% (24.7k → 25.5k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 18:18 UTC.