Kanawha Capital Management LLC Top Holdings and 13F Report (2025)

About Kanawha Capital Management LLC

Investment Activity

Kanawha Capital Management LLC has $1.29 billion in total holdings as of March 31, 2025.
Kanawha Capital Management LLC owns shares of 212 different stocks, but just 51 companies or ETFs make up 80% of its holdings.
Approximately 2.55% of the portfolio was purchased this quarter.
About 0.87% of the portfolio was sold this quarter.
This quarter, Kanawha Capital Management LLC has purchased 210 new stocks and bought additional shares in 98 stocks.
Kanawha Capital Management LLC sold shares of 68 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Microsoft: $78,449,580
Apple: $72,052,352
Lowe's Companies: $40,356,234
Berkshire Hathaway: $39,836,198
Automatic Data Processing: $35,466,839

Largest New Holdings this Quarter

084670108 - Berkshire Hathaway: $2,395,325 Holding
33738R506 - First Trust Rising Dividend Achievers ETF: $228,306 Holding
09260D107 - Blackstone: $226,492 Holding
86765K109 - Sunoco: $220,628 Holding
025537101 - American Electric Power: $213,432 Holding

Largest Purchases this Quarter

Aflac: 78,125 shares (about $8.69M)
Berkshire Hathaway: 3 shares (about $2.40M)
NVIDIA: 20,476 shares (about $2.22M)
Procter & Gamble: 6,811 shares (about $1.16M)
Amphenol: 15,300 shares (about $1.00M)

Largest Sales this Quarter

Texas Instruments: 6,885 shares (about $1.24M)
Intel: 48,001 shares (about $1.09M)
Apple: 2,164 shares (about $480.69K)
iShares Core S&P 500 ETF: 749 shares (about $420.86K)
Vanguard FTSE Developed Markets ETF: 7,104 shares (about $361.10K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$78,449,580	$12,012 ▼	0.0%	208,982	6.1%	Computer and Technology
AAPL Apple	$72,052,352	$480,690 ▼	-0.7%	324,370	5.6%	Computer and Technology
LOW Lowe's Companies	$40,356,234	$146,235 ▲	0.4%	173,032	3.1%	Retail/Wholesale
BRK.B Berkshire Hathaway	$39,836,198	$91,603 ▲	0.2%	74,799	3.1%	Finance
ADP Automatic Data Processing	$35,466,839	$143,905 ▼	-0.4%	116,083	2.8%	Business Services
JPM JPMorgan Chase & Co.	$33,952,497	$258,056 ▲	0.8%	138,412	2.6%	Finance
PG Procter & Gamble	$31,545,044	$1,160,729 ▲	3.8%	185,102	2.5%	Consumer Staples
IVV iShares Core S&P 500 ETF	$30,503,638	$420,860 ▼	-1.4%	54,287	2.4%	ETF
ABBV AbbVie	$30,171,981	$20,952 ▼	-0.1%	144,005	2.3%	Medical
ORCL Oracle	$28,286,356	$159,523 ▲	0.6%	202,320	2.2%	Computer and Technology
MCD McDonald's	$27,802,525	$298,938 ▲	1.1%	89,005	2.2%	Retail/Wholesale
JNJ Johnson & Johnson	$24,865,727	$676,462 ▲	2.8%	149,938	1.9%	Medical
GOOGL Alphabet	$24,309,155	$470,571 ▲	2.0%	157,198	1.9%	Computer and Technology
ABT Abbott Laboratories	$23,580,407	$15,918 ▲	0.1%	177,764	1.8%	Medical
IJH iShares Core S&P Mid-Cap ETF	$23,229,306	$130,062 ▼	-0.6%	398,103	1.8%	ETF
RTX RTX	$22,835,887	$259,092 ▲	1.1%	172,398	1.8%	Aerospace
ITW Illinois Tool Works	$22,596,754	$83,828 ▲	0.4%	91,112	1.8%	Industrials
BDX Becton, Dickinson and Company	$19,186,777	$183,019 ▲	1.0%	83,763	1.5%	Medical
PEP PepsiCo	$19,060,673	$13,045 ▼	-0.1%	127,122	1.5%	Consumer Staples
CSCO Cisco Systems	$19,022,325	$53,256 ▲	0.3%	308,254	1.5%	Computer and Technology
CVX Chevron	$18,629,231	$166,119 ▲	0.9%	111,359	1.4%	Energy
ECL Ecolab	$18,607,326	$191,154 ▲	1.0%	73,396	1.4%	Basic Materials
CB Chubb	$18,062,928	$357,556 ▲	2.0%	59,813	1.4%	Finance
VEA Vanguard FTSE Developed Markets ETF	$17,476,166	$361,096 ▼	-2.0%	343,816	1.4%	ETF
XOM Exxon Mobil	$17,444,438	$423,391 ▲	2.5%	146,678	1.4%	Energy
COST Costco Wholesale	$16,015,489	$270,487 ▲	1.7%	16,934	1.2%	Retail/Wholesale
IBM International Business Machines	$15,868,046	$521,939 ▲	3.4%	63,814	1.2%	Computer and Technology
PH Parker-Hannifin	$15,504,430	$74,158 ▼	-0.5%	25,507	1.2%	Industrials
IWM iShares Russell 2000 ETF	$14,550,011	$154,206 ▼	-1.0%	72,936	1.1%	Finance
APD Air Products and Chemicals	$13,925,051	$32,441 ▲	0.2%	47,216	1.1%	Basic Materials
KO Coca-Cola	$13,241,674	$278,387 ▲	2.1%	184,888	1.0%	Consumer Staples
AMZN Amazon.com	$13,233,154	$817,928 ▲	6.6%	69,553	1.0%	Retail/Wholesale
QCOM QUALCOMM	$13,120,475	$241,629 ▲	1.9%	85,414	1.0%	Computer and Technology
NSC Norfolk Southern	$12,617,447	$15,158 ▲	0.1%	53,272	1.0%	Transportation
NKE NIKE	$11,715,726	$291,563 ▲	2.6%	184,558	0.9%	Consumer Discretionary
D Dominion Energy	$11,238,129	$410,770 ▲	3.8%	200,430	0.9%	Utilities
APH Amphenol	$10,964,457	$1,003,525 ▲	10.1%	167,167	0.9%	Computer and Technology
TFC Truist Financial	$10,770,825	$55,429 ▲	0.5%	261,745	0.8%	Finance
MDT Medtronic	$10,706,819	$356,475 ▲	3.4%	119,150	0.8%	Medical
SO Southern	$10,653,052	$268,770 ▲	2.6%	115,857	0.8%	Utilities
TGT Target	$10,650,882	$106,030 ▼	-1.0%	102,059	0.8%	Retail/Wholesale
VZ Verizon Communications	$10,360,932	$387,737 ▲	3.9%	228,416	0.8%	Computer and Technology
HD Home Depot	$10,166,008	$102,983 ▲	1.0%	27,739	0.8%	Retail/Wholesale
MMM 3M	$9,902,753	$108,970 ▲	1.1%	67,430	0.8%	Multi-Sector Conglomerates
CAT Caterpillar	$9,600,563	$353,549 ▲	3.8%	29,110	0.7%	Industrials
USB U.S. Bancorp	$9,450,764	$54,970 ▲	0.6%	223,846	0.7%	Finance
AFL Aflac	$9,380,836	$8,686,680 ▲	1,251.4%	84,368	0.7%	Finance
CARR Carrier Global	$8,485,552	$136,500 ▼	-1.6%	133,842	0.7%	Computer and Technology
EMR Emerson Electric	$8,399,331	$76,748 ▼	-0.9%	76,608	0.7%	Industrials
DE Deere & Company	$7,121,966	$242,656 ▼	-3.3%	15,174	0.6%	Industrials
XLK Technology Select Sector SPDR Fund	$7,039,110	$117,487 ▲	1.7%	34,091	0.5%	ETF
CL Colgate-Palmolive	$7,038,242	$39,166 ▲	0.6%	75,115	0.5%	Consumer Staples
VNQ Vanguard Real Estate ETF	$6,989,711	$64,555 ▼	-0.9%	77,200	0.5%	ETF
SPY SPDR S&P 500 ETF Trust	$6,973,513	$733,936 ▲	11.8%	12,466	0.5%	Finance
PFE Pfizer	$6,954,180	$608,819 ▲	9.6%	274,435	0.5%	Medical
COF Capital One Financial	$6,950,923	$56,121 ▼	-0.8%	38,767	0.5%	Finance
SPGI S&P Global	$6,843,599	$326,200 ▲	5.0%	13,469	0.5%	Business Services
NDAQ Nasdaq	$6,258,298	$13,275 ▲	0.2%	82,498	0.5%	Finance
NVDA NVIDIA	$5,754,693	$2,219,204 ▲	62.8%	53,097	0.4%	Computer and Technology
BSV Vanguard Short-Term Bond ETF	$5,647,354	$137,616 ▼	-2.4%	72,143	0.4%	ETF
KMB Kimberly-Clark	$5,644,143	$11,093 ▼	-0.2%	39,686	0.4%	Consumer Staples
DIS Walt Disney	$5,371,992	$57,740 ▲	1.1%	54,427	0.4%	Consumer Discretionary
BLACKROCK INC	$5,291,406	$413,583 ▲	8.5%	5,591	0.4%	COM
WMT Walmart	$5,278,805	$214,383 ▲	4.2%	60,130	0.4%	Retail/Wholesale
VWO Vanguard FTSE Emerging Markets ETF	$5,199,920	$228,608 ▼	-4.2%	114,890	0.4%	ETF
OTIS Otis Worldwide	$5,127,926	$38,081 ▲	0.7%	49,689	0.4%	Construction
XYL Xylem	$5,001,819	$82,667 ▲	1.7%	41,870	0.4%	Business Services
MET MetLife	$4,650,959	$63,028 ▼	-1.3%	57,927	0.4%	Finance
SPLG SPDR Portfolio S&P 500 ETF	$4,625,230	$106,531 ▲	2.4%	70,335	0.4%	ETF
AVGO Broadcom	$4,506,044	$279,441 ▲	6.6%	26,913	0.4%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$4,387,025	$22,169 ▲	0.5%	41,953	0.3%	ETF
VONV Vanguard Russell 1000 Value ETF	$4,371,401	$117,620 ▲	2.8%	52,961	0.3%	ETF
AXP American Express	$4,313,420	$150,937 ▲	3.6%	16,032	0.3%	Finance
COP ConocoPhillips	$3,930,777	$48,099 ▲	1.2%	37,429	0.3%	Energy
LLY Eli Lilly and Company	$3,786,924	$823,460 ▲	27.8%	4,585	0.3%	Medical
NTRS Northern Trust	$3,403,524	$9,865 ▼	-0.3%	34,501	0.3%	Finance
IEFA iShares Core MSCI EAFE ETF	$3,213,007	$242,685 ▼	-7.0%	42,472	0.2%	ETF
QQQ Invesco QQQ	$3,157,284	$510,661 ▲	19.3%	6,733	0.2%	Finance
T AT&T	$3,064,477	$3,959 ▲	0.1%	108,362	0.2%	Computer and Technology
UL Unilever	$2,867,744	$287,686 ▼	-9.1%	48,157	0.2%	Consumer Staples
KVUE Kenvue	$2,810,720	$130,547 ▼	-4.4%	117,211	0.2%	Consumer Staples
ACN Accenture	$2,763,426	$5,305 ▼	-0.2%	8,856	0.2%	Computer and Technology
IWD iShares Russell 1000 Value ETF	$2,659,830	$95,397 ▲	3.7%	14,136	0.2%	ETF
SHEL Shell	$2,582,947	$115,415 ▼	-4.3%	35,248	0.2%	Energy
GPC Genuine Parts	$2,558,532	$24,185 ▲	1.0%	21,475	0.2%	Retail/Wholesale
TXN Texas Instruments	$2,527,840	$1,237,235 ▼	-32.9%	14,067	0.2%	Computer and Technology
BRK.A Berkshire Hathaway	$2,395,325	$2,395,325 ▲	New Holding	3	0.2%	Finance
XLV Health Care Select Sector SPDR Fund	$2,291,189	$1,460 ▼	-0.1%	15,692	0.2%	ETF
BMY Bristol-Myers Squibb	$2,268,446	$59,587 ▲	2.7%	37,194	0.2%	Medical
CTAS Cintas	$2,127,030	$18,498 ▼	-0.9%	10,349	0.2%	Business Services
GE GE Aerospace	$2,097,290	$55,640 ▲	2.7%	10,479	0.2%	Industrials
XLF Financial Select Sector SPDR Fund	$2,058,996	$102,111 ▲	5.2%	41,337	0.2%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$1,942,030	$12,739 ▼	-0.7%	32,015	0.2%	ETF
SLB Schlumberger	$1,934,570	$149,726 ▼	-7.2%	46,282	0.2%	Energy
BK Bank of New York Mellon	$1,862,843	$30,277 ▼	-1.6%	22,211	0.1%	Finance
IWP iShares Russell Mid-Cap Growth ETF	$1,859,162		0.0%	15,824	0.1%	ETF
PEG Public Service Enterprise Group	$1,813,563	$9,465 ▼	-0.5%	22,036	0.1%	Utilities
DOV Dover	$1,668,960	$54,988 ▼	-3.2%	9,500	0.1%	Industrials
TT Trane Technologies	$1,580,492	$7,075 ▼	-0.4%	4,691	0.1%	Construction
IWF iShares Russell 1000 Growth ETF	$1,539,688	$112,660 ▲	7.9%	4,264	0.1%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Kanawha Capital Management LLC Top Holdings and 13F Report (2025)

About Kanawha Capital Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Kanawha Capital Management LLC Top Holdings and 13F Report (2025)

About Kanawha Capital Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofKanawha Capital Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools