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Institutional

PETTYJOHN, WOOD & WHITE, INC

CIK 0001128213
$627.9M
Reported AUM
214
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · PETTYJOHN, WOOD & WHITE, INC · Q1 2026

AI · grounded in 13F

PETTYJOHN, WOOD & WHITE, INC increased its position in ORCL by 4.5594%. The fund also accumulated shares of SPY by 0.2737% and MSFT by 0.0734%. Conversely, the fund trimmed several holdings, including JNJ by 1.292% and WMT by 1.0232%.

Portfolio · Q1 2026

AAPL$33.6MSPYGOOGLMSFTWMTJPMXOMBERKSHIQQQJNJVIGRTXOther$382.1MPI

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AAPLAPPLE INC$307.34-1.25%51.31%116.17%$33.6M5.34%855−0.6%
2SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$31.0M4.93%+130+0.3%
3GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$27.0M4.30%1,017−1.1%
4MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$26.2M4.18%+52+0.1%
5WMTWALMART INC$118.880.97%22.99%166.67%$19.7M3.14%1,639−1.0%
6JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$18.8M2.99%155−0.2%
7XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$18.2M2.89%1,094−1.0%
8BRK/BBERKSHIRE HATHAWAY INC DEL$15.6M2.48%+43+0.1%
9QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$15.6M2.48%+1,425+5.6%
10JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$14.2M2.26%760−1.3%
11VIGVANGUARD SPECIALIZED FUNDS$233.28-1.37%18.28%59.52%$13.9M2.22%688−1.1%
12RTXRTX CORPORATION$180.990.88%32.19%132.37%$12.3M1.95%635−1.0%
13PGPROCTER & GAMBLE CO$146.544.09%-8.09%17.02%$12.2M1.94%+18+0.0%
14AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$11.6M1.85%+970+1.8%
15HDHOME DEPOT INC$310.780.27%-12.61%7.24%$11.0M1.75%+274+0.8%
16ABBVABBVIE INC$227.231.02%23.60%135.68%$10.4M1.65%+328+0.7%
17CVXCHEVRON CORPORATION$187.31-0.55%39.19%125.88%$10.1M1.61%361−0.7%
18PEPPEPSICO INC$141.92-0.16%14.71%5.94%$10.0M1.59%396−0.6%
19BACBANK AMERICA CORP$53.83-0.63%23.03%58.61%$9.6M1.53%+391+0.2%
20CSCOCISCO SYS INC$121.64-6.43%88.37%153.46%$9.6M1.53%318−0.3%
21IJHISHARES TR$73.95-2.00%22.71%46.95%$9.2M1.47%599−0.4%
22VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$8.3M1.32%+195+1.4%
23HONHONEYWELL INTL INC$213.97-1.69%1.40%7.72%$8.0M1.27%46−0.1%
24NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$8.0M1.27%+1,115+2.5%
25NSCNORFOLK SOUTHN CORP$313.452.04%27.32%35.06%$7.6M1.22%81−0.3%
26AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$6.8M1.08%+846+4.0%
27METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$6.4M1.02%+249+2.3%
28RSPINVESCO EXCHANGE TRADED FD T$207.83-1.42%18.26%47.36%$6.4M1.02%+2,925+9.6%
29VZVERIZON COMMUNICATIONS INC$45.371.11%10.56%10.94%$6.3M1.01%4,849−3.7%
30ABTABBOTT LABORATORIES$91.070.32%-30.43%-17.31%$6.3M1.00%+910+1.5%
31FDXFEDEX CORP$331.000.91%$6.1M0.97%306−1.8%
32GOOGALPHABET INC$365.76-0.95%$5.9M0.94%348−1.7%
33IYWISHARES TR$241.25-5.92%$5.5M0.87%614−2.0%
34IJRISHARES TR$137.68-1.84%$5.2M0.83%452−1.1%
35ORCLORACLE CORP$213.68-9.59%$5.1M0.81%+1,505+4.6%
36XLESELECT SECTOR SPDR TR$57.67-1.84%$5.1M0.81%31−0.0%
37SDYSPDR SERIES TRUST$149.930.35%$5.0M0.79%225−0.7%
38DISDISNEY WALT CO$99.710.37%$4.9M0.78%703−1.4%
39IVVISHARES TR$740.91-2.62%$4.8M0.77%3−0.0%
40BOTJBANK OF THE JAMES FINL GP IN$22.950.04%$4.6M0.74%27,123−10.8%
41XLKSELECT SECTOR SPDR TR$180.30-6.66%$4.6M0.73%+385+1.1%
42IYHISHARES TR$64.240.41%$4.4M0.71%675−0.9%
43EFAISHARES TR$102.26-2.56%$4.3M0.68%+1,300+3.1%
44IYFISHARES TR$125.000.15%$3.9M0.62%950−2.8%
45VTIVANGUARD INDEX FDS$363.38-2.68%$3.6M0.57%533−4.5%
46CVSCVS HEALTH CORP$95.931.17%$3.4M0.55%3,034−5.9%
47SBUXSTARBUCKS CORP$95.291.22%$3.4M0.54%+531+1.4%
48SHELSHELL PLC$85.40-1.53%$3.4M0.54%+85+0.2%
49MRKMERCK & CO INC$120.790.44%$3.3M0.53%107−0.4%
50ICEINTERCONTINENTAL EXCHANGE IN$141.50-0.39%$3.2M0.51%+1,179+6.1%
51ADPAUTOMATIC DATA PROCESSING IN$231.950.28%$3.2M0.51%+2,494+18.7%
52SOSOUTHERN CO$92.601.07%$3.2M0.51%46−0.1%
53TFCTRUIST FINL CORP$49.200.04%$3.1M0.49%+2,771+4.3%
54AGGISHARES TR$98.17-0.50%$3.0M0.48%+1,702+5.9%
55BRK/ABERKSHIRE HATHAWAY INC DEL$2.9M0.46%HELD
56SCHWSCHWAB CHARLES CORP$88.840.95%$2.6M0.42%+1,655+6.3%
57VCITVANGUARD SCOTTSDALE FDS$81.91-0.56%$2.6M0.41%+2,675+9.4%
58ENBENBRIDGE INC$56.31-0.76%$2.4M0.38%+87+0.2%
59UBERUBER TECHNOLOGIES INC$70.71-2.08%$2.3M0.37%+4,320+15.5%
60UNPUNION PAC CORP$272.323.19%$2.3M0.36%HELD
61LLYELI LILLY & CO$1131.420.55%$2.3M0.36%+180+7.9%
62VVISA INC$323.571.06%$2.2M0.35%+299+4.2%
63SCHXSCHWAB STRATEGIC TR$29.05-2.65%$2.1M0.33%HELD
64ADBEADOBE INC$251.44-2.70%$2.1M0.33%213−2.4%
65XLYSELECT SECTOR SPDR TR$114.86-2.05%$2.1M0.33%HELD
66IWMISHARES TR$281.65-3.55%$2.1M0.33%+125+1.5%
67NFLXNETFLIX INC.$82.180.76%$1.9M0.30%+7,273+58.0%
68SHWSHERWIN WILLIAMS CO$305.301.74%$1.9M0.30%+31+0.5%
69DUKDUKE ENERGY CORP NEW$124.221.97%$1.9M0.30%166−1.1%
70MCDMCDONALDS CORP$279.842.61%$1.9M0.30%HELD
71URIUNITED RENTALS INC$1067.77-1.55%$1.8M0.28%+166+7.2%
72MDTMEDTRONIC PLC$81.67-0.32%$1.7M0.26%+240+1.3%
73PMPHILIP MORRIS INTL INC$178.291.89%$1.6M0.26%HELD
74KOCOCA COLA CO$79.483.46%$1.6M0.26%425−1.9%
75SCHASCHWAB STRATEGIC TR$33.19-3.41%$1.6M0.26%500−0.9%
76IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%$1.6M0.26%HELD
77CGGRCAPITAL GROUP GROWTH ETF$45.28-4.09%$1.5M0.23%+620+1.7%
78BABOEING CO$215.45-0.91%$1.4M0.23%151−2.1%
79DVYISHARES TR$155.400.32%$1.4M0.22%HELD
80GLDSPDR GOLD TR$396.24-3.65%$1.3M0.21%HELD
81HSYHERSHEY CO$184.581.02%$1.3M0.21%+150+2.4%
82HDVISHARES TR$27.490.22%$1.3M0.21%375−3.7%
83AMATAPPLIED MATLS INC$453.01-9.71%$1.3M0.21%HELD
84XLCSELECT SECTOR SPDR TR$111.67-1.27%$1.3M0.20%+450+4.0%
85CARRCARRIER GLOBAL CORPORATION$67.16-2.01%$1.3M0.20%+791+3.6%
86CMCSACOMCAST CORP NEW$23.822.10%$1.3M0.20%5,400−11.0%
87CATCATERPILLAR INC$904.28-3.85%$1.2M0.19%50−2.9%
88ELVELEVANCE HEALTH INC FORMERLY$415.531.49%$1.2M0.19%360−8.1%
89PFFISHARES TR$30.91-1.09%$1.2M0.19%1,150−2.9%
90XLUSELECT SECTOR SPDR TR$44.350.93%$1.1M0.18%350−1.4%
91MDYSTATE STR SPDR S&P MIDCAP 40$674.59-1.95%$1.1M0.18%HELD
92KMBKIMBERLY-CLARK CORP$99.044.84%$1.0M0.17%1,567−12.6%
93LOWLOWES COS INC$210.741.55%$1.0M0.16%HELD
94COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$999K0.16%HELD
95XLISELECT SECTOR SPDR TR$174.18-1.12%$962K0.15%+245+4.3%
96AMTAMERICAN TOWER CORP$194.120.11%$933K0.15%275−4.8%
97DDOMINION ENERGY INC$66.900.60%$908K0.14%309−2.1%
98VUGVANGUARD INDEX FDS$85.93-3.62%$907K0.14%HELD
99TAT&T INC$22.75-0.09%$905K0.14%450−1.4%
100ACWIISHARES TR$154.39-2.98%$884K0.14%+750+13.3%
101AFLAFLAC INC$878K0.14%+219+2.8%
102VCSHVANGUARD SCOTTSDALE FDS$878K0.14%+180+1.7%
103IWOISHARES TR$866K0.14%HELD
104XLVSELECT SECTOR SPDR TR$856K0.14%+225+4.0%
105WMT2WELLS FARGO & CO$855K0.14%319−2.9%
106COFCAPITAL ONE FINL CORP$813K0.13%200−4.3%
107CSXCSX CORP$803K0.13%HELD
108VXUSVANGUARD STAR FDS$791K0.13%+130+1.3%
109VBVANGUARD INDEX FDS$787K0.13%14−0.5%
110AEPAMERICAN ELEC PWR CO INC$781K0.12%457−7.1%
111IWPISHARES TR$778K0.12%HELD
112GEGE AEROSPACE$778K0.12%+150+5.8%
113IDCCINTERDIGITAL INC$773K0.12%1,425−35.8%
114AMGNAMGEN INC$734K0.12%5−0.2%
115IWFISHARES TR$669K0.11%HELD
116LMTLOCKHEED MARTIN CORP$669K0.11%+5+0.5%
117WELLWELLTOWER INC$667K0.11%HELD
118XLFSELECT SECTOR SPDR TR$661K0.11%+305+2.3%
119MOALTRIA GROUP INC$643K0.10%+142+1.5%
120DIASTATE STR SPDR DOW JONES IND$618K0.10%HELD
121VVVANGUARD INDEX FDS$605K0.10%+2+0.1%
122GEVGE VERNOVA INC$595K0.09%HELD
123GVIISHARES TR$593K0.09%+1,200+27.5%
124CINFCINCINNATI FINL CORP$590K0.09%HELD
125AXPAMERICAN EXPRESS CO$566K0.09%HELD
126ITAISHARES TR$563K0.09%+90+3.6%
127QQQMINVESCO EXCH TRADED FD TR II$551K0.09%+260+12.6%
128VEAVANGUARD TAX-MANAGED FDS$536K0.09%HELD
129ETNEATON CORP PLC$535K0.09%HELD
130IYCISHARES TR$533K0.08%HELD
131VOVANGUARD INDEX FDS$533K0.08%14−0.7%
132BBYBEST BUY INC$522K0.08%+551+7.3%
133TTTRANE TECHNOLOGIES PLC$520K0.08%HELD
134TMOTHERMO FISHER SCIENTIFIC INC$510K0.08%HELD
135VTIPVANGUARD MALVERN FDS$509K0.08%HELD
136IWDISHARES TR$504K0.08%HELD
137USMVISHARES TR$488K0.08%HELD
138PFEPFIZER INC$486K0.08%250−1.4%
139FLOTISHARES TR$478K0.08%1,166−11.1%
140VBRVANGUARD INDEX FDS$461K0.07%HELD
141NOCNORTHROP GRUMMAN CORP$459K0.07%HELD
142EMREMERSON ELEC CO$445K0.07%HELD
143SLQDISHARES TR$444K0.07%+300+3.5%
144MGKVANGUARD WORLD FD$436K0.07%HELD
145NEENEXTERA ENERGY INC$435K0.07%1−0.0%
146VTRVENTAS INC$435K0.07%150−2.7%
147DFACDIMENSIONAL ETF TRUST$430K0.07%+11,077NEW
148TSLATESLA INC$423K0.07%HELD
149VOOVVANGUARD ADMIRAL FDS INC$412K0.07%30−1.5%
150CMICUMMINS INC$412K0.07%HELD
151VIOOVANGUARD ADMIRAL FDS INC$408K0.06%HELD
152IHIISHARES TR$402K0.06%HELD
153MPCMARATHON PETE CORP$395K0.06%HELD
154SOLSSOLSTICE ADVANCED MATLS INC$390K0.06%971−15.9%
155TSMTAIWAN SEMICONDUCTOR MANUFAC$385K0.06%HELD
156SLVISHARES SILVER TR$385K0.06%HELD
157TJXTJX COS INC NEW$378K0.06%HELD
158ROKROCKWELL AUTOMATION INC$376K0.06%+70+7.2%
159COPCONOCOPHILLIPS$375K0.06%HELD
160JCIJOHNSON CONTROLS INTERNATION$369K0.06%HELD
161IJKISHARES TR$367K0.06%HELD
162GSGOLDMAN SACHS GROUP INC$365K0.06%+15+3.6%
163PSXPHILLIPS 66$361K0.06%5−0.3%
164IJJISHARES TR$353K0.06%100−3.6%
165FNDXSCHWAB STRATEGIC TR$352K0.06%+1,782+16.4%
166VEUVANGUARD INTL EQUITY INDEX F$351K0.06%+3+0.1%
167KLACKLA CORP$346K0.06%HELD
168MDLZMONDELEZ INTL INC$339K0.05%180−3.0%
169BDXBECTON DICKINSON & CO$336K0.05%HELD
170BLKBLACKROCK INC$316K0.05%4−1.2%
171UPSUNITED PARCEL SVCS INC$316K0.05%433−11.9%
172IGIBISHARES TR$310K0.05%HELD
173BKBANK NEW YORK MELLON CORP$309K0.05%HELD
174BWXTBWX TECHNOLOGIES INC$309K0.05%HELD
175MMM3M CO$306K0.05%75−3.4%
176DFCFDIMENSIONAL ETF TRUST$300K0.05%+7,108NEW
177LHLABCORP HOLDINGS INC$300K0.05%HELD
178IEFAISHARES TR$289K0.05%HELD
179KMIKINDER MORGAN INC DEL$287K0.05%HELD
180ITWILLINOIS TOOL WKS INC$283K0.05%14−1.3%
181GDGENERAL DYNAMICS CORP$282K0.04%3−0.4%
182MCKMCKESSON CORP$281K0.04%HELD
183IWRISHARES TR$278K0.04%HELD
184DFAXDIMENSIONAL ETF TRUST$272K0.04%+8,000NEW
185LRCXLAM RESEARCH CORP$269K0.04%HELD
186CITHE CIGNA GROUP$268K0.04%HELD
187BMYBRISTOL-MYERS SQUIBB CO$265K0.04%HELD
188SPIBSPDR SERIES TRUST$263K0.04%HELD
189ADIANALOG DEVICES INC$262K0.04%81−8.9%
190LINLINDE PLC$255K0.04%+19+3.8%
191BUDANHEUSER BUSCH INBEV SA NV$251K0.04%HELD
192CNICANADIAN NATL RY CO$247K0.04%50−2.0%
193TRVTRAVELERS COMPANIES INC$246K0.04%HELD
194VTVVANGUARD INDEX FDS$244K0.04%+6+0.5%
195PNFPPINNACLE FINL PARTNERS INC$243K0.04%+2,823NEW
196INTCINTEL CORP$242K0.04%HELD
197SMHVANECK ETF TRUST$242K0.04%HELD
198AUBATLANTIC UN BANKSHARES CORP$241K0.04%18−0.3%
199GLWCORNING INC$239K0.04%+1,760NEW
200ACNACCENTURE PLC IRELAND$239K0.04%29−2.4%
201FCXFREEPORT MCMORAN INC$238K0.04%HELD
202QCOMQUALCOMM INC$234K0.04%HELD
203IYJISHARES TR$232K0.04%HELD
204VUSBVANGUARD BD INDEX FDS$228K0.04%HELD
205MKLMARKEL GROUP INC$220K0.04%HELD
206IATISHARES TR$219K0.03%HELD
207AMDADVANCED MICRO DEVICES INC$218K0.03%HELD
208RSGREPUBLIC SVCS INC$216K0.03%HELD
209JQUAJ P MORGAN EXCHANGE TRADED F$214K0.03%+35+1.0%
210IBBISHARES TR$214K0.03%5−0.4%
211WTWWILLIS TOWERS WATSON PLC LTD$210K0.03%HELD
212SHYISHARES TR$208K0.03%HELD
213NKENIKE INC$208K0.03%154−3.8%
214ANETARISTA NETWORKS INC$207K0.03%34−2.0%
215SYU1SYNOVUS FINL CORP5,392EXITED
216UNHUNITEDHEALTH GROUP INC798EXITED
217GISGENERAL MLS INC5,503EXITED
218MAMASTERCARD INCORPORATED398EXITED
219LNCLINCOLN NATL CORP IND4,629EXITED

Source: SEC EDGAR · accession 0001128213-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.