Kanawha Capital Management LLC Top Holdings and 13F Report (2025) About Kanawha Capital Management LLCInvestment ActivityKanawha Capital Management LLC has $1.35 billion in total holdings as of June 30, 2025.Kanawha Capital Management LLC owns shares of 213 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 0.98% of the portfolio was purchased this quarter.About 1.91% of the portfolio was sold this quarter.This quarter, Kanawha Capital Management LLC has purchased 212 new stocks and bought additional shares in 54 stocks.Kanawha Capital Management LLC sold shares of 105 stocks and completely divested from 5 stocks this quarter.Largest Holdings Microsoft $102,867,143Apple $65,736,909Oracle $44,046,507JPMorgan Chase & Co. $39,874,841Lowe's Companies $38,088,848 Largest New Holdings this Quarter G29183103 - Eaton $359,481 Holding464287291 - iShares Global Tech ETF $241,100 Holding05605H100 - BWX Technologies $232,301 Holding92204A884 - Vanguard Communication Services ETF $226,444 Holding22052L104 - Corteva $222,991 Holding Largest Purchases this Quarter Genuine Parts 14,379 shares (about $1.74M)Vanguard FTSE Developed Markets ETF 24,127 shares (about $1.38M)Amazon.com 5,420 shares (about $1.19M)Broadcom 2,038 shares (about $561.77K)NVIDIA 3,467 shares (about $547.75K) Largest Sales this Quarter Aflac 78,425 shares (about $8.27M)McDonald's 6,288 shares (about $1.84M)Truist Financial 33,115 shares (about $1.42M)Microsoft 2,176 shares (about $1.08M)Texas Instruments 4,104 shares (about $852.07K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKanawha Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$102,867,143$1,082,362 ▼-1.0%206,8067.6%Computer and TechnologyAAPLApple$65,736,909$814,115 ▼-1.2%320,4024.9%Computer and TechnologyORCLOracle$44,046,507$186,710 ▼-0.4%201,4663.3%Computer and TechnologyJPMJPMorgan Chase & Co.$39,874,841$252,222 ▼-0.6%137,5423.0%FinanceLOWLowe's Companies$38,088,848$301,743 ▼-0.8%171,6722.8%Retail/WholesaleBRK.BBerkshire Hathaway$36,183,319$151,559 ▼-0.4%74,4872.7%FinanceADPAutomatic Data Processing$35,434,543$365,454 ▼-1.0%114,8982.6%Computer and TechnologyIVViShares Core S&P 500 ETF$33,129,838$576,814 ▼-1.7%53,3582.5%ETFPGProcter & Gamble$29,530,381$39,989 ▲0.1%185,3532.2%Consumer StaplesGOOGLAlphabet$27,994,206$291,133 ▲1.1%158,8502.1%Computer and TechnologyABBVAbbVie$26,816,569$86,313 ▲0.3%144,4702.0%MedicalRTXRTX$25,330,872$157,264 ▲0.6%173,4751.9%AerospaceIJHiShares Core S&P Mid-Cap ETF$24,732,827$42,484 ▲0.2%398,7881.8%ETFMCDMcDonald's$24,167,457$1,837,167 ▼-7.1%82,7171.8%Retail/WholesaleABTAbbott Laboratories$24,123,154$54,540 ▼-0.2%177,3631.8%MedicalJNJJohnson & Johnson$22,925,686$22,607 ▲0.1%150,0861.7%MedicalITWIllinois Tool Works$21,919,768$607,742 ▼-2.7%88,6541.6%IndustrialsCSCOCisco Systems$21,424,996$38,367 ▲0.2%308,8071.6%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$20,976,436$1,375,481 ▲7.0%367,9431.6%ETFECLEcolab$19,740,761$35,027 ▼-0.2%73,2661.5%Basic MaterialsIBMInternational Business Machines$19,101,221$290,065 ▲1.5%64,7981.4%Computer and TechnologyPHParker-Hannifin$17,573,505$242,369 ▼-1.4%25,1601.3%IndustrialsCBChubb$17,339,163$10,140 ▲0.1%59,8481.3%FinanceCOSTCostco Wholesale$17,207,765$444,474 ▲2.7%17,3831.3%Retail/WholesaleAPHAmphenol$16,831,404$323,702 ▲2.0%170,4451.2%Computer and TechnologyPEPPepsiCo$16,749,406$35,783 ▼-0.2%126,8511.2%Consumer StaplesAMZNAmazon.com$16,448,326$1,189,094 ▲7.8%74,9731.2%Retail/WholesaleCVXChevron$15,885,470$59,997 ▼-0.4%110,9401.2%EnergyXOMExxon Mobil$15,728,041$83,869 ▼-0.5%145,9001.2%EnergyIWMiShares Russell 2000 ETF$15,698,731$40,137 ▼-0.3%72,7501.2%FinanceBDXBecton, Dickinson and Company$13,932,115$496,081 ▼-3.4%80,8831.0%MedicalQCOMQUALCOMM$13,604,339$1,274 ▲0.0%85,4221.0%Computer and TechnologyNSCNorfolk Southern$13,426,871$209,127 ▼-1.5%52,4551.0%TransportationAPDAir Products and Chemicals$13,344,362$26,514 ▲0.2%47,3101.0%Basic MaterialsNKENIKE$13,069,637$41,345 ▼-0.3%183,9761.0%Consumer DiscretionaryKOCocaCola$12,923,467$157,348 ▼-1.2%182,6641.0%Consumer StaplesDDominion Energy$11,656,925$328,608 ▲2.9%206,2440.9%UtilitiesSOSouthern$10,925,934$286,785 ▲2.7%118,9800.8%UtilitiesCATCaterpillar$10,870,756$430,141 ▼-3.8%28,0020.8%IndustrialsMDTMedtronic$10,503,811$117,505 ▲1.1%120,4980.8%MedicalMMM3M$10,235,534$29,991 ▼-0.3%67,2330.8%Multi-Sector ConglomeratesUSBU.S. Bancorp$10,230,015$100,998 ▲1.0%226,0780.8%FinanceVZVerizon Communications$10,226,357$342,785 ▲3.5%236,3380.8%Computer and TechnologyHDHome Depot$10,060,910$109,258 ▼-1.1%27,4410.7%Retail/WholesaleEMREmerson Electric$9,945,121$269,061 ▼-2.6%74,5900.7%IndustrialsTFCTruist Financial$9,828,823$1,423,617 ▼-12.7%228,6300.7%FinanceTGTTarget$9,748,301$319,823 ▼-3.2%98,8170.7%Retail/WholesaleCARRCarrier Global$9,425,519$370,340 ▼-3.8%128,7820.7%ConstructionNVDANVIDIA$8,936,604$547,755 ▲6.5%56,5640.7%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$8,640,461$7,597 ▲0.1%34,1210.6%ETFCOFCapital One Financial$8,174,848$73,189 ▼-0.9%38,4230.6%FinanceAVGOBroadcom$7,980,343$561,775 ▲7.6%28,9510.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$7,679,931$22,243 ▼-0.3%12,4300.6%FinanceDEDeere & Company$7,602,487$113,394 ▼-1.5%14,9510.6%IndustrialsSPGIS&P Global$7,559,229$457,160 ▲6.4%14,3360.6%FinanceNDAQNasdaq$7,411,666$34,695 ▲0.5%82,8860.5%FinancePFEPfizer$6,862,329$210,016 ▲3.2%283,0990.5%MedicalVNQVanguard Real Estate ETF$6,820,954$54,505 ▼-0.8%76,5880.5%ETFCLColgate-Palmolive$6,751,565$76,356 ▼-1.1%74,2750.5%Consumer StaplesDISWalt Disney$6,582,882$166,671 ▼-2.5%53,0830.5%Consumer DiscretionaryBLACKROCK INC$6,336,018$470,034 ▲8.0%6,0390.5%COMWMTWalmart$6,002,412$122,909 ▲2.1%61,3870.4%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$5,664,059$18,399 ▼-0.3%114,5180.4%ETFBSVVanguard Short-Term Bond ETF$5,630,985$46,669 ▼-0.8%71,5500.4%ETFXYLXylem$5,381,796$34,539 ▼-0.6%41,6030.4%Business ServicesAXPAmerican Express$5,209,275$95,375 ▲1.9%16,3310.4%FinanceSPLGSPDR Portfolio S&P 500 ETF$5,176,400$63,749 ▲1.2%71,2120.4%ETFKMBKimberly-Clark$5,139,783$23,463 ▲0.5%39,8680.4%Consumer StaplesOTISOtis Worldwide$4,731,196$189,030 ▼-3.8%47,7800.4%IndustrialsVONVVanguard Russell 1000 Value ETF$4,652,466$139,659 ▲3.1%54,6000.3%ETFMETMetLife$4,613,937$44,553 ▼-1.0%57,3730.3%FinanceIJRiShares Core S&P Small-Cap ETF$4,469,196$115,847 ▼-2.5%40,8930.3%ETFGPCGenuine Parts$4,349,449$1,744,317 ▲67.0%35,8540.3%Retail/WholesaleNTRSNorthern Trust$4,232,377$142,005 ▼-3.2%33,3810.3%FinanceLLYEli Lilly and Company$4,059,912$485,662 ▲13.6%5,2080.3%MedicalQQQInvesco QQQ$3,670,119$44,132 ▼-1.2%6,6530.3%FinanceCOPConocoPhillips$3,344,147$14,717 ▼-0.4%37,2650.2%EnergyIEFAiShares Core MSCI EAFE ETF$3,205,799$339,764 ▼-9.6%38,4020.2%ETFTAT&T$3,191,281$55,276 ▲1.8%110,2720.2%Computer and TechnologyULUnilever$2,767,754$178,004 ▼-6.0%45,2470.2%Consumer StaplesGEGE Aerospace$2,714,330$17,244 ▲0.6%10,5460.2%AerospaceACNAccenture$2,640,095$6,874 ▼-0.3%8,8330.2%Computer and TechnologyIWDiShares Russell 1000 Value ETF$2,621,717$123,919 ▼-4.5%13,4980.2%ETFSHELShell$2,321,955$159,829 ▼-6.4%32,9780.2%EnergyKVUEKenvue$2,302,970$150,256 ▼-6.1%110,0320.2%Consumer StaplesCTASCintas$2,294,224$12,258 ▼-0.5%10,2940.2%Business ServicesIWPiShares Russell Mid-Cap Growth ETF$2,194,4720.0%15,8240.2%ETFBRK.ABerkshire Hathaway$2,186,4000.0%30.2%FinanceXLFFinancial Select Sector SPDR Fund$2,154,345$10,474 ▼-0.5%41,1370.2%ETFVEUVanguard FTSE All-World ex-US ETF$2,147,208$4,840 ▼-0.2%31,9430.2%ETFXLVHealth Care Select Sector SPDR Fund$2,112,294$2,831 ▼-0.1%15,6710.2%ETFTXNTexas Instruments$2,068,518$852,072 ▼-29.2%9,9630.2%Computer and TechnologyTTTrane Technologies$2,051,8900.0%4,6910.2%ConstructionBKBank of New York Mellon$2,010,296$13,393 ▼-0.7%22,0640.1%FinancePEGPublic Service Enterprise Group$1,821,318$33,672 ▼-1.8%21,6360.1%UtilitiesBMYBristol Myers Squibb$1,747,510$25,784 ▲1.5%37,7510.1%MedicalIWFiShares Russell 1000 Growth ETF$1,723,370$87,039 ▼-4.8%4,0590.1%ETFCSXCSX$1,622,191$32,630 ▼-2.0%49,7150.1%TransportationDOVDover$1,612,424$128,261 ▼-7.4%8,8000.1%IndustrialsPMPhilip Morris International$1,443,059$11,110 ▼-0.8%7,9230.1%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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