Long-term investor
Pettyjohn, Wood & White, Inc. @pettyjohnwoodwhiteinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001128213).
Record
- Tracked since 2025-06-30 (449 days), 27 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +8.7% · 1 year n/a · all +28.9%
- Max drawdown n/a · win rate 27% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.6% · long · since 2025-06-30
- 78462F103 · 5.2% · long · since 2025-06-30
- GOOGL · 4.9% · long · since 2025-06-30
- MSFT · 3.9% · long · since 2025-06-30
- 46090E103 · 3.0% · long · since 2025-06-30
- JPM · 3.0% · long · since 2025-06-30
- WMT · 2.6% · long · since 2025-06-30
- BRK-B · 2.4% · long · since 2025-06-30
- 921908844 · 2.2% · long · since 2025-06-30
- JNJ · 2.1% · long · since 2025-06-30
- XOM · 2.1% · long · since 2025-06-30
- CSCO · 2.1% · long · since 2025-06-30