Kanawha Capital Management LLC Top Holdings and 13F Report (2025) About Kanawha Capital Management LLCInvestment ActivityKanawha 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 $78,449,580Apple $72,052,352Lowe's Companies $40,356,234Berkshire Hathaway $39,836,198Automatic Data Processing $35,466,839 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $2,395,325 Holding33738R506 - First Trust NASDAQ Rising Dividend Achievers $228,306 Holding09260D107 - Blackstone $226,492 Holding86765K109 - Sunoco $220,628 Holding025537101 - 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 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$78,449,580$12,012 ▼0.0%208,9826.1%Computer and TechnologyAAPLApple$72,052,352$480,690 ▼-0.7%324,3705.6%Computer and TechnologyLOWLowe's Companies$40,356,234$146,235 ▲0.4%173,0323.1%Retail/WholesaleBRK.BBerkshire Hathaway$39,836,198$91,603 ▲0.2%74,7993.1%FinanceADPAutomatic Data Processing$35,466,839$143,905 ▼-0.4%116,0832.8%Business ServicesJPMJPMorgan Chase & Co.$33,952,497$258,056 ▲0.8%138,4122.6%FinancePGProcter & Gamble$31,545,044$1,160,729 ▲3.8%185,1022.5%Consumer StaplesIVViShares Core S&P 500 ETF$30,503,638$420,860 ▼-1.4%54,2872.4%ETFABBVAbbVie$30,171,981$20,952 ▼-0.1%144,0052.3%MedicalORCLOracle$28,286,356$159,523 ▲0.6%202,3202.2%Computer and TechnologyMCDMcDonald's$27,802,525$298,938 ▲1.1%89,0052.2%Retail/WholesaleJNJJohnson & Johnson$24,865,727$676,462 ▲2.8%149,9381.9%MedicalGOOGLAlphabet$24,309,155$470,571 ▲2.0%157,1981.9%Computer and TechnologyABTAbbott Laboratories$23,580,407$15,918 ▲0.1%177,7641.8%MedicalIJHiShares Core S&P Mid-Cap ETF$23,229,306$130,062 ▼-0.6%398,1031.8%ETFRTXRTX$22,835,887$259,092 ▲1.1%172,3981.8%AerospaceITWIllinois Tool Works$22,596,754$83,828 ▲0.4%91,1121.8%IndustrialsBDXBecton, Dickinson and Company$19,186,777$183,019 ▲1.0%83,7631.5%MedicalPEPPepsiCo$19,060,673$13,045 ▼-0.1%127,1221.5%Consumer StaplesCSCOCisco Systems$19,022,325$53,256 ▲0.3%308,2541.5%Computer and TechnologyCVXChevron$18,629,231$166,119 ▲0.9%111,3591.4%EnergyECLEcolab$18,607,326$191,154 ▲1.0%73,3961.4%Basic MaterialsCBChubb$18,062,928$357,556 ▲2.0%59,8131.4%FinanceVEAVanguard FTSE Developed Markets ETF$17,476,166$361,096 ▼-2.0%343,8161.4%ETFXOMExxon Mobil$17,444,438$423,391 ▲2.5%146,6781.4%EnergyCOSTCostco Wholesale$16,015,489$270,487 ▲1.7%16,9341.2%Retail/WholesaleIBMInternational Business Machines$15,868,046$521,939 ▲3.4%63,8141.2%Computer and TechnologyPHParker-Hannifin$15,504,430$74,158 ▼-0.5%25,5071.2%IndustrialsIWMiShares Russell 2000 ETF$14,550,011$154,206 ▼-1.0%72,9361.1%FinanceAPDAir Products and Chemicals$13,925,051$32,441 ▲0.2%47,2161.1%Basic MaterialsKOCoca-Cola$13,241,674$278,387 ▲2.1%184,8881.0%Consumer StaplesAMZNAmazon.com$13,233,154$817,928 ▲6.6%69,5531.0%Retail/WholesaleQCOMQUALCOMM$13,120,475$241,629 ▲1.9%85,4141.0%Computer and TechnologyNSCNorfolk Southern$12,617,447$15,158 ▲0.1%53,2721.0%TransportationNKENIKE$11,715,726$291,563 ▲2.6%184,5580.9%Consumer DiscretionaryDDominion Energy$11,238,129$410,770 ▲3.8%200,4300.9%UtilitiesAPHAmphenol$10,964,457$1,003,525 ▲10.1%167,1670.9%Computer and TechnologyTFCTruist Financial$10,770,825$55,429 ▲0.5%261,7450.8%FinanceMDTMedtronic$10,706,819$356,475 ▲3.4%119,1500.8%MedicalSOSouthern$10,653,052$268,770 ▲2.6%115,8570.8%UtilitiesTGTTarget$10,650,882$106,030 ▼-1.0%102,0590.8%Retail/WholesaleVZVerizon Communications$10,360,932$387,737 ▲3.9%228,4160.8%Computer and TechnologyHDHome Depot$10,166,008$102,983 ▲1.0%27,7390.8%Retail/WholesaleMMM3M$9,902,753$108,970 ▲1.1%67,4300.8%Multi-Sector ConglomeratesCATCaterpillar$9,600,563$353,549 ▲3.8%29,1100.7%IndustrialsUSBU.S. Bancorp$9,450,764$54,970 ▲0.6%223,8460.7%FinanceAFLAflac$9,380,836$8,686,680 ▲1,251.4%84,3680.7%FinanceCARRCarrier Global$8,485,552$136,500 ▼-1.6%133,8420.7%Computer and TechnologyEMREmerson Electric$8,399,331$76,748 ▼-0.9%76,6080.7%IndustrialsDEDeere & Company$7,121,966$242,656 ▼-3.3%15,1740.6%IndustrialsXLKTechnology Select Sector SPDR Fund$7,039,110$117,487 ▲1.7%34,0910.5%ETFCLColgate-Palmolive$7,038,242$39,166 ▲0.6%75,1150.5%Consumer StaplesVNQVanguard Real Estate ETF$6,989,711$64,555 ▼-0.9%77,2000.5%ETFSPYSPDR S&P 500 ETF Trust$6,973,513$733,936 ▲11.8%12,4660.5%FinancePFEPfizer$6,954,180$608,819 ▲9.6%274,4350.5%MedicalCOFCapital One Financial$6,950,923$56,121 ▼-0.8%38,7670.5%FinanceSPGIS&P Global$6,843,599$326,200 ▲5.0%13,4690.5%Business ServicesNDAQNasdaq$6,258,298$13,275 ▲0.2%82,4980.5%FinanceNVDANVIDIA$5,754,693$2,219,204 ▲62.8%53,0970.4%Computer and TechnologyBSVVanguard Short-Term Bond ETF$5,647,354$137,616 ▼-2.4%72,1430.4%ETFKMBKimberly-Clark$5,644,143$11,093 ▼-0.2%39,6860.4%Consumer StaplesDISWalt Disney$5,371,992$57,740 ▲1.1%54,4270.4%Consumer DiscretionaryBLACKROCK INC$5,291,406$413,583 ▲8.5%5,5910.4%COMWMTWalmart$5,278,805$214,383 ▲4.2%60,1300.4%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$5,199,920$228,608 ▼-4.2%114,8900.4%ETFOTISOtis Worldwide$5,127,926$38,081 ▲0.7%49,6890.4%ConstructionXYLXylem$5,001,819$82,667 ▲1.7%41,8700.4%Business ServicesMETMetLife$4,650,959$63,028 ▼-1.3%57,9270.4%FinanceSPLGSPDR Portfolio S&P 500 ETF$4,625,230$106,531 ▲2.4%70,3350.4%ETFAVGOBroadcom$4,506,044$279,441 ▲6.6%26,9130.4%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$4,387,025$22,169 ▲0.5%41,9530.3%ETFVONVVanguard Russell 1000 Value$4,371,401$117,620 ▲2.8%52,9610.3%ETFAXPAmerican Express$4,313,420$150,937 ▲3.6%16,0320.3%FinanceCOPConocoPhillips$3,930,777$48,099 ▲1.2%37,4290.3%EnergyLLYEli Lilly and Company$3,786,924$823,460 ▲27.8%4,5850.3%MedicalNTRSNorthern Trust$3,403,524$9,865 ▼-0.3%34,5010.3%FinanceIEFAiShares Core MSCI EAFE ETF$3,213,007$242,685 ▼-7.0%42,4720.2%ETFQQQInvesco QQQ$3,157,284$510,661 ▲19.3%6,7330.2%FinanceTAT&T$3,064,477$3,959 ▲0.1%108,3620.2%Computer and TechnologyULUnilever$2,867,744$287,686 ▼-9.1%48,1570.2%Consumer StaplesKVUEKenvue$2,810,720$130,547 ▼-4.4%117,2110.2%Consumer StaplesACNAccenture$2,763,426$5,305 ▼-0.2%8,8560.2%Computer and TechnologyIWDiShares Russell 1000 Value ETF$2,659,830$95,397 ▲3.7%14,1360.2%ETFSHELShell$2,582,947$115,415 ▼-4.3%35,2480.2%EnergyGPCGenuine Parts$2,558,532$24,185 ▲1.0%21,4750.2%Retail/WholesaleTXNTexas Instruments$2,527,840$1,237,235 ▼-32.9%14,0670.2%Computer and TechnologyBRK.ABerkshire Hathaway$2,395,325$2,395,325 ▲New Holding30.2%FinanceXLVHealth Care Select Sector SPDR Fund$2,291,189$1,460 ▼-0.1%15,6920.2%ETFBMYBristol-Myers Squibb$2,268,446$59,587 ▲2.7%37,1940.2%MedicalCTASCintas$2,127,030$18,498 ▼-0.9%10,3490.2%Business ServicesGEGE Aerospace$2,097,290$55,640 ▲2.7%10,4790.2%IndustrialsXLFFinancial Select Sector SPDR Fund$2,058,996$102,111 ▲5.2%41,3370.2%ETFVEUVanguard FTSE All-World ex-US ETF$1,942,030$12,739 ▼-0.7%32,0150.2%ETFSLBSchlumberger$1,934,570$149,726 ▼-7.2%46,2820.2%EnergyBKBank of New York Mellon$1,862,843$30,277 ▼-1.6%22,2110.1%FinanceIWPiShares Russell Mid-Cap Growth ETF$1,859,1620.0%15,8240.1%ETFPEGPublic Service Enterprise Group$1,813,563$9,465 ▼-0.5%22,0360.1%UtilitiesDOVDover$1,668,960$54,988 ▼-3.2%9,5000.1%IndustrialsTTTrane Technologies$1,580,492$7,075 ▼-0.4%4,6910.1%ConstructionIWFiShares Russell 1000 Growth ETF$1,539,688$112,660 ▲7.9%4,2640.1%ETFShowing 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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