Pettyjohn, Wood & White, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Pettyjohn, Wood & White, Inc. reported 214 stock positions worth $638.1 million. Its top holding was Apple (AAPL) at 5.7% of the portfolio, followed by Microsoft (MSFT, 5.4%) and SS SPDR S&P 500 ETF Trust-US (SPY, 5.1%). Compared with Q3 2025, it opened 15 new positions, sold out of 5, added to 106 and reduced 64. The biggest buy was Alphabet Class A (GOOGL, shares +4%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- LYNCHBURG, VA
- CIK
- 0001128213
- Portfolio Value
- $638.1M (Q4 2025)
- SEC Filing
- 0001128213-26-000001 ↗ filed Feb 11, 2026
Holdings Value
Holdings 214 stocks · $638.1M
| AAPL Apple Inc. | 5.67% | 133,053 | $36.2M | Add +4.4% |
| MSFT Microsoft Corp. | 5.37% | 70,819 | $34.2M | Add +3.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.08% | 47,494 | $32.4M | Add +4.3% |
| GOOGL Alphabet Inc. Class A | 4.65% | 94,865 | $29.7M | Add +4.5% |
| JPM JPMorgan Chase & Co. | 3.23% | 63,983 | $20.6M | Reduce -0.5% |
| WMT Walmart Inc. | 2.80% | 160,182 | $17.8M | Add +3.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.56% | 32,440 | $16.3M | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 2.46% | 25,519 | $15.7M | Add +3.3% |
| VIG Vanguard Dividend Apprec ETF | 2.25% | 65,361 | $14.4M | Reduce -1.3% |
| XOM Exxon Mobil Corp. | 2.04% | 108,103 | $13.0M | Add +1.4% |
| AMZN Amazon.com Inc. | 1.98% | 54,763 | $12.6M | Add +4.9% |
| JNJ Johnson & Johnson | 1.91% | 58,825 | $12.2M | Reduce -0.3% |
| PG The Procter & Gamble Co. | 1.90% | 84,373 | $12.1M | Add +2.0% |
| RTX RTX Corp. | 1.85% | 64,262 | $11.8M | Reduce -0.1% |
| HD Home Depot Inc. | 1.78% | 33,101 | $11.4M | Add +0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.70% | 197,216 | $10.8M | Reduce -0.3% |
| ABBV Abbvie Inc. | 1.69% | 47,291 | $10.8M | Reduce -0.3% |
| CSCO Cisco Systems Inc. | 1.50% | 124,019 | $9.6M | Reduce -2.2% |
| PEP Pepsico Inc. | 1.45% | 64,683 | $9.3M | Add +2.9% |
| IJH iShares Core S&P Midcap ETF | 1.42% | 136,905 | $9.0M | Add +7.5% |
| VOO Vanguard S&P 500 ETF | 1.34% | 13,646 | $8.6M | Add +2.5% |
| NVDA Nvidia Corp. | 1.31% | 44,658 | $8.3M | Add +67.9% |
| NSC Norfolk Southern Corp. | 1.21% | 26,699 | $7.7M | Reduce -0.4% |
| ABT Abbott Laboratories | 1.18% | 60,109 | $7.5M | Add +1.2% |
| CVX Chevron Corp. | 1.18% | 49,338 | $7.5M | Add +0.5% |
| AVGO Broadcom Inc. | 1.15% | 21,152 | $7.3M | Add +9.4% |
| META Meta Platforms Inc. Class A | 1.13% | 10,956 | $7.2M | Add +7.7% |
| HON Honeywell International Inc. | 1.08% | 35,450 | $6.9M | Add +1.0% |
| GOOG Alphabet Inc. Class C | 1.03% | 20,978 | $6.6M | Add +12.8% |
| ORCL Oracle Corp. | 1.01% | 33,009 | $6.4M | Add +0.4% |
| IYW iShares Ustechnology ETF | 0.96% | 30,834 | $6.2M | Reduce -3.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.92% | 51,538 | $5.9M | Add +0.0% |
| RSP Invesco S&P 500 Equal Weight | 0.91% | 30,320 | $5.8M | Add +14.9% |
| VZ Verizon Communications Inc. | 0.84% | 131,145 | $5.3M | Reduce -1.6% |
| IJR iShares Core S&P Small-Cap E | 0.80% | 42,516 | $5.1M | Reduce -4.5% |
| IVV iShares Core S&P 500 ETF | 0.79% | 7,387 | $5.1M | Add +34.2% |
| FDX FedEx Corp. | 0.78% | 17,339 | $5.0M | Reduce -4.2% |
| XLK SS Technology Select Sector | 0.77% | 34,233 | $4.9M | Add +39.6% |
| SDY SS SPDR S&P Dividend ETF | 0.75% | 34,352 | $4.8M | Reduce -1.0% |
| IYH iShares U.S. Healthcare ETF | 0.74% | 72,750 | $4.7M | Reduce -2.5% |
| BOTJ Bank of the James Financial | 0.73% | 251,382 | $4.7M | Reduce -1.8% |
| IYF iShares US Financials ETF | 0.69% | 34,130 | $4.4M | Reduce -1.1% |
| EFA iShares MSCI Eafe ETF | 0.64% | 42,549 | $4.1M | Add +2.4% |
| CVS CVS Health Corp. | 0.64% | 51,070 | $4.1M | Reduce -3.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.62% | 11,783 | $4.0M | No change |
| XLE SS Energy Select Sector | 0.58% | 82,660 | $3.7M | Reduce -1.1% |
| ADP Automatic Data Processing | 0.54% | 13,321 | $3.4M | Add +3.8% |
| SBUX Starbucks Corp. | 0.50% | 37,619 | $3.2M | Add +3.9% |
| TFC Truist Financial Corp. | 0.49% | 63,834 | $3.1M | Reduce -1.8% |
| ICE Intercontinental Exchange Inc. | 0.49% | 19,314 | $3.1M | Add +4.1% |
| ADBE Adobe Inc. | 0.48% | 8,810 | $3.1M | Reduce -0.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.47% | 4 | $3.0M | No change |
| MRK Merck & Co. Inc. | 0.46% | 27,702 | $2.9M | Reduce -3.3% |
| SO The Southern Co. | 0.45% | 33,026 | $2.9M | Add +2.2% |
| AGG iShares Core U.S. Aggregate | 0.45% | 28,640 | $2.9M | Add +2.8% |
| SHEL Shell PLC-ADR | 0.42% | 36,537 | $2.7M | Reduce -1.2% |
| SCHW Schwab (charles) Corp. | 0.41% | 26,451 | $2.6M | Add +2.8% |
| V Visa Inc. Class A | 0.39% | 7,036 | $2.5M | Add +6.3% |
| LLY Eli Lilly & Co. | 0.38% | 2,277 | $2.4M | Add +15.9% |
| VCIT Vanguard Int-Term Corporate | 0.37% | 28,424 | $2.4M | Add +9.1% |
| XLY SS Consumer Disc Select Sect | 0.36% | 19,174 | $2.3M | Reduce -2.3% |
| UBER Uber Technologies Inc. | 0.36% | 27,882 | $2.3M | Add +5.8% |
| SCHX Schwab US Large-Cap ETF | 0.34% | 81,736 | $2.2M | No change |
| UNP Union Pacific Corp. | 0.34% | 9,353 | $2.2M | Add +0.4% |
| ENB Enbridge Inc. | 0.33% | 44,365 | $2.1M | Reduce -8.0% |
| IWM iShares Russell 2000 ETF | 0.32% | 8,215 | $2.0M | Add +1.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 6,656 | $2.0M | Add +2.1% |
| SHW The Sherwin-Williams Co. | 0.30% | 5,912 | $1.9M | Add +4.7% |
| URI United Rentals Inc. | 0.29% | 2,290 | $1.9M | Add +14.1% |
| MCD McDonald's Corp. | 0.29% | 6,060 | $1.9M | Add +7.6% |
| MDT Medtronic PLC | 0.28% | 18,807 | $1.8M | Add +0.2% |
| DUK Duke Energy Corp. | 0.27% | 14,713 | $1.7M | Add +2.6% |
| CGGR Cap Group Growth Equity | 0.25% | 36,006 | $1.6M | Reduce -1.9% |
| SCHA Schwab US Small-Cap ETF | 0.25% | 56,208 | $1.6M | Reduce -0.9% |
| PM Philip Morris International | 0.25% | 9,936 | $1.6M | Add +5.5% |
| BA The Boeing Co. | 0.25% | 7,263 | $1.6M | Add +0.7% |
| ELV Elevance Health Inc. | 0.24% | 4,438 | $1.6M | Add +2.8% |
| KO The Coca-Cola Co. | 0.24% | 22,012 | $1.5M | Add +4.0% |
| CMCSA Comcast Corp. Class A | 0.23% | 49,176 | $1.5M | Reduce -18.6% |
| XLC SS Comm Select Sector SPDR | 0.21% | 11,146 | $1.3M | Reduce -1.6% |
| DVY iShares Select Dividend ETF | 0.20% | 9,064 | $1.3M | No change |
| IDCC Interdigital Inc. | 0.20% | 3,985 | $1.3M | Reduce -34.1% |
| KMB Kimberly-Clark Corp. | 0.20% | 12,437 | $1.3M | Reduce -18.4% |
| PFF iShares Preferred & Income S | 0.19% | 39,604 | $1.2M | Reduce -10.1% |
| GLD SPDR Gold Shares | 0.19% | 3,085 | $1.2M | No change |
| HDV iShares Core High Dividend E | 0.19% | 10,036 | $1.2M | Reduce -2.2% |
| NFLX Netflix Inc. | 0.18% | 12,550 | $1.2M | Add +107.4% |
| CARR Carrier Global Corp. | 0.18% | 21,916 | $1.2M | Reduce -1.6% |
| COF Capital One Financial Corp. | 0.18% | 4,654 | $1.1M | Add +16.1% |
| HSY The Hershey Co. | 0.18% | 6,175 | $1.1M | Add +6.7% |
| MDY State Street SPDR S&P Midcap | 0.17% | 1,790 | $1.1M | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.17% | 25,083 | $1.1M | Reduce -0.5% |
| WFC Wells Fargo & Co. | 0.16% | 11,063 | $1.0M | Add +5.0% |
| LOW Lowe's Cos Inc. | 0.16% | 4,262 | $1.0M | Add +7.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.16% | 2,076 | $1.0M | Add +48.3% |
| CAT Caterpillar Inc. | 0.16% | 1,746 | $1.0M | Add +51.4% |
| AMT American Tower Corp. | 0.16% | 5,680 | $997K | Reduce -5.3% |
| AMAT Applied Materials Inc. | 0.15% | 3,805 | $978K | Add +10.4% |
| IWO iShares Russell 2000 Growth | 0.14% | 2,760 | $892K | No change |
| XLI SS Industrial Select Sector | 0.14% | 5,705 | $885K | Reduce -4.6% |
Portfolio Sells Q3 2025 → Q4 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.3% | 2.56% | −0.15 |
| IDCC Interdigital Inc. | Reduce -34.1% | 0.20% | −0.15 |
| VZ Verizon Communications Inc. | Reduce -1.6% | 0.84% | −0.13 |
| NSC Norfolk Southern Corp. | Reduce -0.4% | 1.21% | −0.12 |
| ABBV Abbvie Inc. | Reduce -0.3% | 1.69% | −0.12 |
| KMB Kimberly-Clark Corp. | Reduce -18.4% | 0.20% | −0.12 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 3.23% | −0.12 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.3% | 2.25% | −0.11 |
| CMCSA Comcast Corp. Class A | Reduce -18.6% | 0.23% | −0.08 |
| BWXT BWX Technologies Inc. | Reduce -62.3% | 0.04% | −0.08 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.5% | 0.80% | −0.07 |
| ENB Enbridge Inc. | Reduce -8.0% | 0.33% | −0.07 |
| IYW iShares Ustechnology ETF | Reduce -3.0% | 0.96% | −0.06 |
| PCAR Paccar Inc. | Sold out | 0.00% | −0.05 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.0% | 0.75% | −0.05 |
| D Dominion Energy Inc. | Reduce -17.7% | 0.14% | −0.05 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.04 |
| CARR Carrier Global Corp. | Reduce -1.6% | 0.18% | −0.04 |
| PFF iShares Preferred & Income S | Reduce -10.1% | 0.19% | −0.04 |
| XLE SS Energy Select Sector | Reduce -1.1% | 0.58% | −0.04 |
| XLRE SS Real Estate Select Sector | Sold out | 0.00% | −0.04 |
| AMT American Tower Corp. | Reduce -5.3% | 0.16% | −0.03 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.03 |
| ADBE Adobe Inc. | Reduce -0.6% | 0.48% | −0.03 |
| IYF iShares US Financials ETF | Reduce -1.1% | 0.69% | −0.03 |
| XLY SS Consumer Disc Select Sect | Reduce -2.3% | 0.36% | −0.03 |
| PFE Pfizer Inc. | Reduce -23.9% | 0.07% | −0.03 |
| T AT&T Inc. | Reduce -0.6% | 0.12% | −0.03 |
| SOLS Solstice Adv Materials Inc. | Reduce -30.5% | 0.05% | −0.02 |
| CVS CVS Health Corp. | Reduce -3.0% | 0.64% | −0.02 |
| MO Altria Group Inc. | Reduce -1.1% | 0.09% | −0.02 |
| HDV iShares Core High Dividend E | Reduce -2.2% | 0.19% | −0.02 |
| SHEL Shell PLC-ADR | Reduce -1.2% | 0.42% | −0.02 |
| XLC SS Comm Select Sector SPDR | Reduce -1.6% | 0.21% | −0.02 |
| CGGR Cap Group Growth Equity | Reduce -1.9% | 0.25% | −0.02 |
| LXP LXP Industrial Trust | Sold out | 0.00% | −0.01 |
| XLI SS Industrial Select Sector | Reduce -4.6% | 0.14% | −0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -0.5% | 0.17% | −0.01 |
| ADI Analog Devices Inc. | Reduce -26.0% | 0.04% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.9% | 0.25% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -0.8% | 0.08% | −0.01 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -2.8% | 0.08% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -8.5% | 0.04% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -2.8% | 0.10% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -0.2% | 0.12% | −0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -1.5% | 0.12% | −0.00 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -13.2% | 0.04% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -7.4% | 0.04% | −0.00 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -4.8% | 0.05% | −0.00 |
| CNI Canadian Natl Railway Co. | Reduce -7.2% | 0.04% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOGL Alphabet Inc. Class A | Add +4.5% | 4.65% | +1.01 |
| NVDA Nvidia Corp. | Add +67.9% | 1.31% | +0.49 |
| AAPL Apple Inc. | Add +4.4% | 5.67% | +0.31 |
| GOOG Alphabet Inc. Class C | Add +12.8% | 1.03% | +0.28 |
| XLK SS Technology Select Sector | Add +39.6% | 0.77% | +0.20 |
| IVV iShares Core S&P 500 ETF | Add +34.2% | 0.79% | +0.18 |
| WMT Walmart Inc. | Add +3.4% | 2.80% | +0.16 |
| LLY Eli Lilly & Co. | Add +15.9% | 0.38% | +0.14 |
| AVGO Broadcom Inc. | Add +9.4% | 1.15% | +0.09 |
| AMZN Amazon.com Inc. | Add +4.9% | 1.98% | +0.09 |
| RSP Invesco S&P 500 Equal Weight | Add +14.9% | 0.91% | +0.08 |
| TSLA Tesla Inc. | New | 0.08% | +0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.3% | 5.08% | +0.07 |
| CAT Caterpillar Inc. | Add +51.4% | 0.16% | +0.07 |
| NFLX Netflix Inc. | Add +107.4% | 0.18% | +0.06 |
| GS Goldman Sachs Group Inc. | New | 0.06% | +0.06 |
| SLV iShares Silver Trust | New | 0.06% | +0.06 |
| IJK iShares S&P Mid-Cap 400 Grow | New | 0.06% | +0.06 |
| XOM Exxon Mobil Corp. | Add +1.4% | 2.04% | +0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +48.3% | 0.16% | +0.05 |
| KLAC KLA Corp. | New | 0.04% | +0.04 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.04% | +0.04 |
| IJH iShares Core S&P Midcap ETF | Add +7.5% | 1.42% | +0.04 |
| UNH Unitedhealth Group Inc. | New | 0.04% | +0.04 |
| AMAT Applied Materials Inc. | Add +10.4% | 0.15% | +0.04 |
| COF Capital One Financial Corp. | Add +16.1% | 0.18% | +0.04 |
| AMD Advanced Micro Devices | New | 0.04% | +0.04 |
| MA Mastercard Inc. Class A | New | 0.04% | +0.04 |
| LRCX Lam Research Corp. | New | 0.03% | +0.03 |
| IBB iShares Biotechnology ETF | New | 0.03% | +0.03 |
| LIN Linde PLC | New | 0.03% | +0.03 |
| LNC Lincoln National Corp. | New | 0.03% | +0.03 |
| FCX Freeport-McMoran Inc. | New | 0.03% | +0.03 |
| INTC Intel Corp. | New | 0.03% | +0.03 |
| TMO Thermo Fisher Scientific Inc. | Add +20.8% | 0.09% | +0.03 |
| AXP American Express Co. | Add +16.7% | 0.11% | +0.02 |
| GE General Electric | Add +20.0% | 0.13% | +0.02 |
| WFC Wells Fargo & Co. | Add +5.0% | 0.16% | +0.02 |
| TJX TJX Companies Inc. | Add +32.3% | 0.06% | +0.01 |
| ACN Accenture PLC Class A | Add +33.4% | 0.05% | +0.01 |
| GEV GE Vernova Inc. | Add +23.8% | 0.07% | +0.01 |
| V Visa Inc. Class A | Add +6.3% | 0.39% | +0.01 |
| ELV Elevance Health Inc. | Add +2.8% | 0.24% | +0.01 |
| VCIT Vanguard Int-Term Corporate | Add +9.1% | 0.37% | +0.01 |
| AMGN Amgen Inc. | Add +0.2% | 0.11% | +0.01 |
| KO The Coca-Cola Co. | Add +4.0% | 0.24% | +0.01 |
| QCOM Qualcomm Inc. | Add +24.9% | 0.05% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +2.8% | 0.41% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.3% | 2.46% | +0.01 |
| MCK McKesson Corp. | Add +22.2% | 0.04% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 222 | $687.3M | AAPL, SPY, GOOGL, MSFT, QQQ |
| Q1 2026 | 214 | $627.9M | AAPL, SPY, GOOGL, MSFT, WMT |
| Q4 2025 | 214 | $638.1M | AAPL, MSFT, SPY, GOOGL, JPM |
| Q3 2025 | 203 | $605.7M | MSFT, AAPL, SPY, GOOGL, JPM |
| Q2 2025 | 197 | $559.8M | MSFT, SPY, AAPL, JPM, GOOGL |
| Q1 2025 | 188 | $521.7M | AAPL, MSFT, SPY, BRK.B, JPM |
| Q4 2024 | 195 | $545.6M | AAPL, MSFT, SPY, GOOGL, JPM |
| Q3 2024 | 196 | $543.0M | MSFT, AAPL, SPY, BRK.B, GOOGL |
| Q2 2024 | 192 | $515.0M | MSFT, AAPL, SPY, GOOGL, PG |
| Q1 2024 | 186 | $502.5M | MSFT, SPY, AAPL, BRK.B, PG |