1y return+16.1%S&P 500 +20.9%
3y return+47.4%S&P 500 +68.5%
5y return+47.4%S&P 500 +74.5%
10y return+148.1%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $248 against $357 in the S&P 500.2
Pettyjohn, Wood & White, IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $38.2M | 5.6% | |
| SPYState Str Spdr S&p 500 Etf T | $36.0M | 5.2% | +1.2% |
| GOOGLAlphabet Inc | $33.4M | 4.9% | |
| MSFTMicrosoft Corp | $26.5M | 3.9% | |
| QQQInvesco Qqq Tr | $20.9M | 3.0% | +5.1% |
| JPMJpmorgan Chase & Co | $20.8M | 3.0% | |
| WMTWalmart Inc | $17.8M | 2.6% | |
| BRK/BBerkshire Hathaway Inc Del | $16.2M | 2.4% | |
| VIGVanguard Specialized Funds | $15.2M | 2.2% | |
| JNJJohnson & Johnson | $14.7M | 2.1% | |
| Exxon Mobil CorpCUSIP 30231G102 | $14.5M | 2.1% | |
| CSCOCisco Sys Inc | $14.3M | 2.1% | −1.6% |
| AMZNAmazon Com Inc | $13.3M | 1.9% | |
| PGProcter & Gamble Co | $12.4M | 1.8% | |
| RTXRtx Corporation | $12.1M | 1.8% | |
| ABBVAbbvie Inc | $12.0M | 1.7% | |
| HDHome Depot Inc | $11.9M | 1.7% | +1.1% |
| BACBank Of Amer Corp | $11.0M | 1.6% | −1.9% |
| IJHIshares Tr | $10.5M | 1.5% | |
| VOOVanguard Index Fds | $9.4M | 1.4% | |
| NVDANvidia Corporation | $9.1M | 1.3% | |
| PEPPepsico Inc | $8.7M | 1.3% | |
| AVGOBroadcom Inc | $8.4M | 1.2% | +1.5% |
| NSCNorfolk Southn Corp | $8.4M | 1.2% | |
| CVXChevron Corporation | $8.1M | 1.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | September 30, 2022 | +750.7% | $8.4M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $33.4M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $7.3M |
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $9.1M |
| IYWIshares Tr | June 30, 2020 | +273.9% | $7.6M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $20.8M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $38.2M |
| RTXRtx Corporation | June 30, 2020 | +207.9% | $12.1M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $14.5M |
| XLKSelect Sector Spdr Tr | December 31, 2020 | +193.1% | $6.7M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $8.0M
- Dimensional Etf TrustCUSIP 25434V708 was $430K
- DFAXDimensional Etf Trust was $272K
- Accenture PLC IrelandCUSIP G1151C101 was $239K
- Willis Towers Watson PLC LtdCUSIP G96629103 was $210K
- SHYIshares Tr was $208K
- NKENike Inc was $208K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.9% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +7.8% | +7.8% |
| June 30, 2025 | +6.1% | +10.5% |
| March 31, 2025 | −1.0% | −4.6% |
| December 31, 2024 | +0.2% | +2.1% |
| September 30, 2024 | +5.8% | +5.4% |
| June 30, 2024 | +1.2% | +4.0% |
| March 31, 2024 | +7.5% | +10.0% |
| December 31, 2023 | +8.8% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +5.4% | +8.3% |
| March 31, 2023 | +2.1% | +7.0% |
| December 31, 2022 | +9.3% | +7.1% |
| September 30, 2022 | −6.6% | −5.3% |
| June 30, 2022 | −12.3% | −16.5% |
| March 31, 2022 | −3.2% | −4.9% |
| December 31, 2021 | +8.2% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Pettyjohn, Wood & White, Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1128213&type=13F-HR&dateb=&owner=include&count=40CIK 1128213
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1128213/000112821326000004/Filed August 12, 2026 · accession 0001128213-26-000004