PETTYJOHN, WOOD & WHITE, INC

Q4 2025 13F-HR Holdings

Location
Lynchburg, VA
Holdings as of
12/31/2025
Date filed
2/11/2026
Form type
13F-HR
Num holdings
214
Total value ($000)
$638,085
Net value change ($000)
+32,389 (5.3%)
New positions
16
Sold out positions
5
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 7,618 34.5%
AAPL 3,734 11.5%
NVDA 3,366 67.8%
SPY 2,058 6.8%
GOOGL 2,052 45.3%
WMT 1,873 11.7%
XLK 1,472 42.6%
IVV 1,376 37.4%
JNJ 1,232 11.3%
AMZN 1,179 10.3%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -2,812 -30.4%
HD -2,001 -14.9%
MSFT -1,370 -3.8%
IDCC -820 -39.3%
KMB -640 -33.8%
PG -616 -4.8%
VZ -518 -8.8%
BWXT -479 -64.7%
HON -473 -6.4%
CMCSA -429 -22.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type