PETTYJOHN, WOOD & WHITE, INC

Q2 2026 13F-HR Holdings

Location
Lynchburg, VA
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
222
Total value ($000)
$687,333
Net value change ($000)
+59,411 (9.5%)
New positions
15
Sold out positions
7
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 6,439 23.9%
QQQ 5,300 34.1%
SPY 5,008 16.2%
CSCO 4,697 48.9%
AAPL 4,615 13.8%
HONEYWELL INTL INC 3,985 NEW
HONEYWELL AEROSPACE INC 3,921 NEW
IYW 2,139 39.0%
XLK 2,077 45.1%
JPM 2,009 10.7%
Top Reduces (Value $000, Stocks/ETFs)
HON -8,002 -100.0%
XOM -3,612 -19.9%
CVX -2,014 -19.9%
WMT -1,864 -9.5%
PEP -1,279 -12.8%
VZ -1,076 -17.0%
FDX -758 -12.5%
XLE -648 -12.8%
ICE -617 -19.1%
ABT -576 -9.2%
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