SEC 13F Intelligence

Managers / Q3 2025 · view latest →

PETTYJOHN, WOOD & WHITE, INC

CIK 0001128213 · 1925 ATHERHOLT ROAD, PO BOX 310, LYNCHBURG, VA, 24505 · 4348451266

Reported Value
$606M
Q3 2025
Positions
203
Filings on Record
31
2019–present window
Filed
Nov 13, 2025
original filing

Summary

Pettyjohn, Wood & White, Inc reported $606M in U.S.-listed holdings across 203 positions for Q3 2025.

Its largest position, MSFT, represents 5.9% of the portfolio.

Compared with Q2 2025, the fund opened 8 new positions and exited 2.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $273MQ4 ’18Q1 ’19: $307MQ2 ’19: $323MQ3 ’19: $329MQ4 ’19: $348MQ4 ’19Q1 ’20: $268MQ2 ’20: $313MQ3 ’20: $342MQ4 ’20: $392MQ4 ’20Q1 ’21: $422MQ2 ’21: $446MQ3 ’21: $450MQ4 ’21: $485MQ4 ’21Q1 ’22: $468MQ2 ’22: $423MQ3 ’22: $375MQ4 ’22: $401MQ4 ’22Q1 ’23: $409MQ2 ’23: $435MQ3 ’23: $424MQ4 ’23: $462MQ4 ’23Q1 ’24: $502MQ2 ’24: $515MQ3 ’24: $543MQ4 ’24: $546MQ4 ’24Q1 ’25: $522MQ2 ’25: $560MQ3 ’25: $606MQ4 ’25: $638MQ4 ’25Q1 ’26: $628Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$628M214May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$638M214Feb 11, 202613F-HRchanges · EDGAR ↗
Q3 2025$606M203Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$560M197Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$522M188May 8, 202513F-HRchanges · EDGAR ↗
Q4 2024$546M195Feb 5, 202513F-HRchanges · EDGAR ↗
Q3 2024$543M196Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$515M192Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$502M186May 8, 202413F-HRchanges · EDGAR ↗
Q4 2023$462M180Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$424M177Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$435M175Aug 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$409M172Apr 25, 202313F-HRchanges · EDGAR ↗
Q4 2022$401M169Feb 2, 202313F-HRchanges · EDGAR ↗
Q3 2022$375M163Oct 28, 202213F-HRchanges · EDGAR ↗
Q2 2022$423M163Aug 8, 2022RESTATEMENTchanges · EDGAR ↗
Q1 2022$468M159Apr 22, 202213F-HRchanges · EDGAR ↗
Q4 2021$485M159Feb 4, 202213F-HRchanges · EDGAR ↗
Q3 2021$450M159Nov 8, 202113F-HRchanges · EDGAR ↗
Q2 2021$446M157Aug 3, 202113F-HRchanges · EDGAR ↗
Q1 2021$422M156May 10, 202113F-HRchanges · EDGAR ↗
Q4 2020$392M145Feb 4, 202113F-HRchanges · EDGAR ↗
Q3 2020$342M141Oct 26, 202013F-HRchanges · EDGAR ↗
Q2 2020$313M141Aug 4, 202013F-HRchanges · EDGAR ↗
Q1 2020$268M130Apr 20, 202013F-HRchanges · EDGAR ↗
Q4 2019$348M148Feb 11, 202013F-HRchanges · EDGAR ↗
Q3 2019$329M150Nov 4, 201913F-HRchanges · EDGAR ↗
Q2 2019$323M146Aug 2, 201913F-HRchanges · EDGAR ↗
Q1 2019$307M142Apr 26, 201913F-HRchanges · EDGAR ↗
Q4 2018$273M139Feb 8, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.