Latest PETTYJOHN, WOOD & WHITE, INC Stock Portfolio

PETTYJOHN, WOOD & WHITE, INC Performance:

2025 Q4: -0.64%YTD: 12.25%2024: 7.92%

Performance for 2025 Q4 is -0.64%, and YTD is 12.25%, and 2024 is 7.92%.

About PETTYJOHN, WOOD & WHITE, INC and 13F Hedge Fund Stock Holdings

PETTYJOHN, WOOD & WHITE, INC is a hedge fund based in Lynchburg, VA. On 2026-02-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, PETTYJOHN, WOOD & WHITE, INC reported an equity portfolio of $638.1 Millions as of 31 Dec, 2025.

The top stock holdings of PETTYJOHN, WOOD & WHITE, INC are AAPL, MSFT, SPY. The fund has invested 5.7% of it's portfolio in APPLE INC and 5.4% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off PACCAR INC (PCAR), TEXAS INSTRS INC (TXN) and SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in BWX TECHNOLOGIES INC (BWXT), INTERDIGITAL INC (IDCC) and ANALOG DEVICES INC (ADI). PETTYJOHN, WOOD & WHITE, INC opened new stock positions in TESLA INC (TSLA), GOLDMAN SACHS GROUP INC (GS) and ISHARES SILVER TR (SLV). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SELECT SECTOR SPDR TR (XLB) and NVIDIA CORPORATION (NVDA).

PETTYJOHN, WOOD & WHITE, INC Annual Return Estimates Vs S&P 500

Our best estimate is that PETTYJOHN, WOOD & WHITE, INC made a return of -0.64% in the last quarter. In trailing 12 months, it's portfolio return was 12.25%.

Performance
S&P 500

New Buys

Ticker	$ Bought
tesla inc	511,332
goldman sachs group inc	365,664
ishares silver tr	363,973
ishares tr	353,709
solstice advanced matls inc	296,193
kla corp	285,544
ishares tr	285,467
unitedhealth group inc	263,428

New stocks bought by PETTYJOHN, WOOD & WHITE, INC

Additions

Ticker	% Inc.
netflix inc	1,974
select sector spdr tr	179
select sector spdr tr	99.04
select sector spdr tr	97.88
select sector spdr tr	95.31
nvidia corporation	67.9
caterpillar inc	51.43
vanguard index fds	48.29

Additions to existing portfolio by PETTYJOHN, WOOD & WHITE, INC

Reductions

Ticker	% Reduced
bwx technologies inc	-62.31
interdigital inc	-34.13
analog devices inc	-25.98
pfizer inc	-23.94
comcast corp new	-18.62
kimberly-clark corp	-18.41
dominion energy inc	-17.66
anheuser busch inbev sa/nv	-13.21

PETTYJOHN, WOOD & WHITE, INC reduced stake in above stock

Sold off

Ticker	$ Sold
select sector spdr tr	-212,083
paccar inc	-322,687
lxp industrial trust	-90,774
texas instrs inc	-235,175
autodesk inc	-200,450

PETTYJOHN, WOOD & WHITE, INC got rid off the above stocks

Sector Distribution

PETTYJOHN, WOOD & WHITE, INC has about 31.6% of it's holdings in Others sector.

Sector	%
Others	31.6
Technology	17.7
Communication Services	9.1
Financial Services	8.5
Industrials	7.7
Healthcare	7.3
Consumer Defensive	7.3
Consumer Cyclical	5
Energy	3.7
Utilities	1.4

Market Cap. Distribution

PETTYJOHN, WOOD & WHITE, INC has about 67% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	45.7
UNALLOCATED	31.6
LARGE-CAP	21.3

Stocks belong to which Index?

About 66.5% of the stocks held by PETTYJOHN, WOOD & WHITE, INC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	66.5
Others	32.9

Top 5 Winners (%)		%
LLY	eli lilly & co	37.0 %
GOOG	alphabet inc	28.0 %
GOOG	alphabet inc	26.8 %
MRK	merck & co inc	25.0 %
AMAT	applied matls inc	24.0 %

Top 5 Winners ($)		$
GOOG	alphabet inc	6.5 M
AAPL	apple inc	2.2 M
GOOG	alphabet inc	1.4 M
WMT	walmart inc	1.3 M
JNJ	johnson & johnson	1.3 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.1 %
XLB	select sector spdr tr	-43.9 %
XLB	select sector spdr tr	-43.2 %
XLB	select sector spdr tr	-42.9 %
XLB	select sector spdr tr	-39.4 %

Top 5 Losers ($)		$
NFLX	netflix inc	-7.3 M
XLB	select sector spdr tr	-3.2 M
ORCL	oracle corp	-2.8 M
XLB	select sector spdr tr	-2.8 M
MSFT	microsoft corp	-2.4 M

PETTYJOHN, WOOD & WHITE, INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PETTYJOHN, WOOD & WHITE, INC

PETTYJOHN, WOOD & WHITE, INC has 213 stocks in it's portfolio. About 36.1% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for PETTYJOHN, WOOD & WHITE, INC last quarter.

Last Reported on: 11 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.67	133,053	36,171,800	added	4.44

AAXJ	ishares tr	0.19	39,604	1,226,140	reduced	-10.09

AAXJ	ishares tr	0.12	5,640	798,004	added	4.06

AAXJ	ishares tr	0.08	2,485	533,505	reduced	-0.4

AAXJ	ishares tr	0.07	7,535	468,301	unchanged	0.00

AAXJ	ishares tr	0.07	4,359	467,939	added	9.5

AAXJ	ishares tr	0.05	5,825	313,851	added	0.43

AAXJ	ishares tr	0.04	4,075	224,737	reduced	-4.68

ABBV	abbvie inc	1.69	47,291	10,805,500	reduced	-0.3

ABT	abbott labs	1.18	60,109	7,531,060	added	1.23

ACN	accenture plc ireland	0.05	1,233	330,814	added	33.44

ACWF	ishares tr	0.07	8,490	430,443	added	4.94

ADBE	adobe inc	0.48	8,810	3,083,410	reduced	-0.61

ADI	analog devices inc	0.04	906	245,708	reduced	-25.98

ADP	automatic data processing in	0.54	13,321	3,426,560	added	3.83

ADSK	autodesk inc	0.00	0.00	0.00	sold off	-100

AEP	american elec pwr co inc	0.12	6,414	739,634	added	6.76

AFK	vaneck etf trust	0.04	630	226,882	unchanged	0.00

AFL	aflac inc	0.14	7,786	858,563	added	2.72

AMAT	applied matls inc	0.15	3,805	977,847	added	10.45