PETTYJOHN CO
RIA/Wealth
PETTYJOHN CO is a RIA/Wealth based in Lynchburg, VA led by Jeffrey Todd Scruggs, reporting $853.8M in AUM as of Q3 2025 with MSFT as the largest holding (6% allocation).
ChairmanJeffrey Todd Scruggs
- Portfolio Value
- $605.7M
- Positions
- 203
- Top Holding
- MSFT at 5.88%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in PETTYJOHN CO's portfolio (35.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $35.6M | 5.88% | -$57.5K Sold | 0.00% 68.8K shares | |
Consumer Electronics Technology | $32.4M | 5.36% | +$9.4K Bought | 0.00% 127.4K shares | |
ETF ETF | $30.3M | 5.01% | +$83.3K Bought | — 45.5K shares | |
Internet Content & Information Communication Services | $22.1M | 3.64% | +$77.1K Bought | 0.00% 90.8K shares | |
Banks - Diversified Financial Services | $20.3M | 3.35% | -$315.4 Sold | 0.00% 64.3K shares | |
Insurance - Diversified Financial Services | $16.4M | 2.70% | +$65.9K Bought | 0.00% 32.5K shares | |
Discount Stores Consumer Defensive | $16.0M | 2.64% | -$41.4K Sold | 0.00% 155.0K shares | |
ETF ETF | $14.8M | 2.45% | +$341.6K Bought | — 24.7K shares | |
Unknown Unknown | $14.3M | 2.36% | -$83.7K Sold | — 66.2K shares | |
Home Improvement Consumer Cyclical | $13.4M | 2.21% | -$1.2M Sold | 0.00% 33.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in PETTYJOHN CO's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-48.11% | |
-23.83% | |
-23.24% |
Analytics
Portfolio insights and performance metrics for PETTYJOHN CO
GthenA