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Kate W Sigler

Pettyjohn, Wood & White, Inc

Assets Managed
$627.922M
Holdings
214
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
-1.59%(2Q avg: 1.88%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Pettyjohn, Wood & White, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 214 positions.

Assets under management

The assets under management (AUM) of Pettyjohn, Wood & White, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 627.922M in assets, with a quarterly growth rate of -1.59% and a 2-quarter average growth rate of 1.88%. The portfolio is managed by Kate W Sigler, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.64%
5.35%
$33.551M
132,198 shares@ $253.79 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.28%
4.94%
$30.972M
47,624 shares@ $650.35 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.07%
4.3%
$26.987M
93,848 shares@ $287.57 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.08%
4.18%
$26.234M
70,871 shares@ $370.17 avg price
WMT
Walmart Inc
Recent Activity
Decreased -1.02%
3.14%
$19.704M
158,543 shares@ $124.28 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.24%
3%
$18.776M
63,828 shares@ $294.17 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -1.01%
2.9%
$18.155M
107,009 shares@ $169.67 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 0.14%
2.48%
$15.566M
32,483 shares@ $479.21 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 5.59%
2.48%
$15.552M
26,944 shares@ $577.19 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -1.29%
2.27%
$14.193M
58,065 shares@ $244.44 avg price

1-10 of 214