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CIK: 0001128213
Total reported value
$687.3M
$687.3M
197 檔
17.9%
As reported in its official Q2 2025 Form 13F filing, Pettyjohn, Wood & White, Inc's tracked investment portfolio stood at $687.3M with 197 total positions.
Pettyjohn, Wood & White, Inc executed strategic sector rebalancing during Q2 2025, establishing 11 new positions while fully exiting 2 holdings and trimming 68 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.12% | -0.33% | +0.08% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.01% | +0.30% | +1.22% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.67% | +0.21% | +4.24% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.33% | +0.03% | -0.19% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.85% | +0.56% | +0.90% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.81% | -0.13% | +0.78% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 2.71% | -0.54% | +0.40% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.43% | -0.02% | -0.59% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.38% | +0.55% | +0.22% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 2.36% | -0.02% | +1.51% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.34% | -0.14% | +0.23% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 2.07% | -0.77% | +1.18% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.01% | +0.09% | +2.85% | |
| 14 | BAC | Bank Of America CORP | Stock-Financials | 1.93% | +0.08% | +0.38% | |
| 15 | RTX | Rtx CORP | Stock-Industrials | 1.65% | -0.18% | +1.23% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.59% | -0.12% | -0.31% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.57% | +0.10% | +1.50% | |
| 18 | CSCO | Cisco Systems Inc | Stock-Tech | 1.55% | +0.55% | -0.79% | |
| 19 | HON | Honeywell International Inc | Stock-Industrials | 1.47% | -1.27% | EXIT | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.43% | -0.32% | +1.43% | |
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 1.42% | -0.17% | -0.66% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.40% | +0.06% | -3.95% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.32% | -0.08% | +9.53% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 1.29% | -0.06% | +5.15% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.26% | +0.05% | -1.73% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.24% | -0.43% | +2.34% | |
| 27 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.21% | — | +0.25% | |
| 28 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.11% | -0.09% | +1.29% | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.02% | -0.24% | -1.44% | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.99% | +0.24% | -1.92% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.92% | +0.15% | +3.03% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.89% | +0.07% | -3.46% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.85% | +0.01% | +2.03% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.85% | -0.05% | -0.52% | |
| 35 | FDX | Fedex CORP | Stock-Industrials | 0.85% | -0.20% | -12.56% | |
| 36 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.76% | -0.01% | -0.84% | |
| 37 | IYF | Ishares US Financials ETF | ETF-Other | 0.75% | -0.01% | -0.64% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.71% | +0.06% | +18.30% | |
| 39 | ADP | Automatic Data Processing | Stock-Tech | 0.70% | +0.02% | +3.43% | |
| 40 | CVS | Cvs Health CORP | Stock-Healthcare | 0.70% | +0.15% | -11.91% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.66% | -0.01% | +8.06% | |
| 42 | BOTJ | Bank Of THE James Financial | Stock-Other | 0.65% | +0.07% | +0.01% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | +0.03% | — | |
| 44 | XLE | Ss Energy Select Sector | ETF-Other | 0.63% | -0.17% | -0.57% | |
| 45 | ICE | Intercontinental Exchange In | Stock-Financials | 0.60% | -0.13% | +4.07% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | +0.13% | +12.29% | |
| 47 | ADBE | Adobe Inc | Stock-Tech | 0.59% | -0.08% | -2.15% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | +0.03% | — | |
| 49 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.56% | +0.03% | +2.82% | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.53% | +0.24% | -0.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.2% | +0.08% | Add |
| 2 | ORCL | Oracle CORP | +0.5% | +5.15% | Add |
| 3 | AVGO | Broadcom Inc | +0.3% | +3.03% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.3% | +9.53% | Add |
| 5 | JPM | Jpmorgan Chase & Co | +0.3% | -0.19% | Trim |
| 6 | NVDA | Nvidia CORP | +0.3% | +18.30% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +0.22% | Add |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +1.22% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.90% | Add |
| 10 | AMZN | Amazon.com Inc | +0.2% | +2.85% | Add |
| 11 | DIS | Walt Disney Co/the | +0.2% | +1.29% | Add |
| 12 | ACWI | Ishares Msci Acwi ETF | +0.1% | NEW | New buy |
| 13 | WMT | Walmart Inc | +0.1% | +0.40% | Add |
| 14 | BAC | Bank Of America CORP | +0.1% | +0.38% | Add |
| 15 | IYW | Ishares Ustechnology ETF | +0.1% | -1.92% | Trim |
| 16 | UBER | Uber Technologies Inc | +0.1% | +14.55% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | +12.29% | Add |
| 18 | CARR | Carrier Global CORP | +0.1% | +28.53% | Add |
| 19 | RTX | Rtx CORP | +0.1% | +1.23% | Add |
| 20 | CSCO | Cisco Systems Inc | +0.1% | -0.79% | Trim |
| 21 | EFA | Ishares Msci Eafe ETF | +0.1% | +8.06% | Add |
| 22 | XLK | Ss Technology Select Sector | +0.1% | -0.89% | Trim |
| 23 | URI | United Rentals Inc | +0.1% | +11.48% | Add |
| 24 | IWR | Ishares Russell Mid-cap ETF | +0.1% | NEW | New buy |
| 25 | NFLX | Netflix Inc | +0.1% | NEW | New buy |
| 26 | JNJ | Johnson & Johnson | +0.1% | NEW | New buy |
| 27 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 28 | SCHW | Schwab (charles) CORP | 0% | +4.69% | Add |
| 29 | ETN | Eaton Corporation plc | 0% | +68.90% | Add |
| 30 | MPC | Marathon Petroleum CORP | 0% | NEW | New buy |
| 31 | MKL | Markel Group Inc | 0% | NEW | New buy |
| 32 | IAT | Ishares US Regional Banks Et | 0% | NEW | New buy |
| 33 | JQUA | Jpmorgan US Quality Factor | 0% | NEW | New buy |
| 34 | DRI | Darden Restaurants Inc | 0% | NEW | New buy |
| 35 | HON | Honeywell International Inc | 0% | -0.53% | Trim |
| 36 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 37 | XLC | Ss Comm Select Sector Spdr | 0% | +12.20% | Add |
| 38 | COF | Capital One Financial CORP | 0% | +5.53% | Add |
| 39 | ITA | Ishares U.s. Aerospace & Def | 0% | +17.63% | Add |
| 40 | VOO | Vanguard S&p 500 ETF | 0% | -1.73% | Trim |
| 41 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 42 | ICE | Intercontinental Exchange In | 0% | +4.07% | Add |
| 43 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 44 | VCIT | Vanguard Int-term Corporate | 0% | +12.14% | Add |
| 45 | XLY | Ss Consumer Disc Select Sect | 0% | +1.95% | Add |
| 46 | PM | Philip Morris International | 0% | +0.45% | Add |
| 47 | BA | Boeing Co/the | 0% | -4.83% | Trim |
| 48 | CGGR | Cap Group Growth Equity | 0% | -3.12% | Trim |
| 49 | BWXT | Bwx Technologies Inc | 0% | — | Unchanged |
| 50 | GE | General Electric | 0% | +0.89% | Add |
According to official SEC Form 13F filings, Pettyjohn, Wood & White, Inc reported a total U.S. public equity portfolio value of $687.3M across 197 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, SPY, AAPL) accounted for 17.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
ACWI
市值: $695.1K
Top Position Liquidated / Trimmed
UNH
前期市值: $254.5K
During Q2 2025, Pettyjohn, Wood & White, Inc's top holdings by market value included MSFT (6.1%)、SPY (5.0%)、AAPL (4.7%). The largest single position, MSFT, represented 6.1% of total portfolio value.
In Q2 2025, Pettyjohn, Wood & White, Inc made 141 total portfolio adjustments, initiating 11 new buys, adding to 60 positions, trimming 68 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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