Kanawha Capital Management LLC Top Holdings and 13F Report (2026) About Kanawha Capital Management LLCInvestment ActivityKanawha Capital Management LLC has $1.42 billion in total holdings as of March 31, 2026.Kanawha Capital Management LLC owns shares of 221 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 2.23% of the portfolio was purchased this quarter.About 1.49% of the portfolio was sold this quarter.This quarter, Kanawha Capital Management LLC has purchased 221 new stocks and bought additional shares in 64 stocks.Kanawha Capital Management LLC sold shares of 112 stocks and completely divested from 8 stocks this quarter.Largest Holdings Apple $79,197,815Microsoft $74,618,903Alphabet $45,087,817JPMorgan Chase & Co. $40,297,735Lowe's Companies $39,800,401 Largest New Holdings this Quarter 941848103 - Waters $1,816,580 Holding86765K109 - Sunoco $246,886 Holding92206C680 - Vanguard Russell 1000 Growth ETF $219,161 Holding09260D107 - Blackstone $217,331 Holding595112103 - Micron Technology $214,981 Holding Largest Purchases this Quarter Netflix 54,888 shares (about $5.28M)Vanguard FTSE Developed Markets ETF 55,141 shares (about $3.53M)S&P Global 4,724 shares (about $2.01M)Waters 6,100 shares (about $1.82M)iShares Core S&P Small-Cap ETF 7,418 shares (about $922.14K) Largest Sales this Quarter Aflac 20,085 shares (about $2.20M)Walt Disney 21,215 shares (about $2.04M)Oracle 10,613 shares (about $1.56M)Target 6,379 shares (about $773.14K)Truist Financial 16,393 shares (about $753.59K) 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 PortfolioSectorAAPLApple$79,197,815$452,762 ▼-0.6%312,0605.6%Computer and TechnologyMSFTMicrosoft$74,618,903$781,059 ▲1.1%201,5805.3%Computer and TechnologyGOOGLAlphabet$45,087,817$556,143 ▼-1.2%156,7943.2%Computer and TechnologyJPMJPMorgan Chase & Co.$40,297,735$190,027 ▲0.5%136,9932.8%FinanceLOWLowe's Companies$39,800,401$215,251 ▼-0.5%168,4462.8%Retail/WholesaleJNJJohnson & Johnson$36,362,729$69,421 ▲0.2%148,7592.6%MedicalBRK.BBerkshire Hathaway$34,400,103$617,685 ▼-1.8%71,7872.4%FinanceIVViShares Core S&P 500 ETF$34,215,377$346,857 ▼-1.0%52,3802.4%ETFRTXRTX$32,892,413$28,356 ▲0.1%170,5152.3%AerospaceABBVAbbVie$30,830,281$70,684 ▼-0.2%141,7552.2%MedicalVEAVanguard FTSE Developed Markets ETF$27,418,236$3,533,436 ▲14.8%427,8751.9%ETFPGProcter & Gamble$27,296,237$911,415 ▲3.5%188,9801.9%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$27,009,462$24,716 ▼-0.1%399,9621.9%ETFORCLOracle$26,263,060$1,561,276 ▼-5.6%178,5271.9%Computer and TechnologyMCDMcDonald's$25,109,379$429,202 ▼-1.7%80,7921.8%Retail/WholesaleXOMExxonMobil$24,478,378$19,511 ▼-0.1%144,2791.7%EnergyCSCOCisco Systems$24,404,112$435,978 ▲1.8%314,5271.7%Computer and TechnologyCVXChevron$23,545,800$16,138 ▲0.1%113,8031.7%EnergyADPAutomatic Data Processing$23,115,382$103,215 ▲0.4%113,7681.6%Computer and TechnologyITWIllinois Tool Works$22,848,587$109,322 ▼-0.5%87,7811.6%IndustrialsAPHAmphenol$21,822,742$534,586 ▲2.5%172,7171.5%Computer and TechnologyPHParker-Hannifin$21,389,074$418,077 ▼-1.9%23,8921.5%IndustrialsECLEcolab$19,859,693$255,911 ▲1.3%74,6551.4%Basic MaterialsPEPPepsiCo$19,797,175$371,765 ▲1.9%127,4851.4%Consumer StaplesCOSTCostco Wholesale$19,673,117$623,753 ▲3.3%19,7441.4%Retail/WholesaleCBChubb$19,592,304$146,994 ▲0.8%60,1121.4%FinanceCATCaterpillar$19,396,400$189,869 ▼-1.0%27,3781.4%IndustrialsABTAbbott Laboratories$18,715,108$301,131 ▲1.6%182,2841.3%MedicalIWMiShares Russell 2000 ETF$17,746,394$168,144 ▼-0.9%71,5581.3%FinanceAMZNAmazon.com$17,142,912$917,013 ▲5.7%82,3111.2%Retail/WholesaleIBMInternational Business Machines$16,150,016$497,386 ▲3.2%66,6281.1%Computer and TechnologyNSCNorfolk Southern$14,353,242$113,079 ▼-0.8%50,0111.0%TransportationDDominion Energy$13,985,061$157,023 ▲1.1%226,2221.0%UtilitiesAPDAir Products and Chemicals$13,910,510$326,513 ▲2.4%47,8861.0%Basic MaterialsKOCocaCola$13,860,290$79,929 ▲0.6%182,2521.0%Consumer StaplesVZVerizon Communications$13,171,785$438,598 ▲3.4%262,3860.9%Computer and TechnologyUSBU.S. Bancorp$13,052,550$413,376 ▲3.3%250,9620.9%FinanceSOSouthern$12,895,376$487,137 ▲3.9%133,6030.9%UtilitiesMDTMedtronic$11,292,515$190,890 ▲1.7%130,3230.8%MedicalQCOMQualcomm$11,178,645$263,871 ▲2.4%86,8040.8%Computer and TechnologyNVDANVIDIA$10,855,417$622,612 ▲6.1%62,2440.8%Computer and TechnologyBDXBecton, Dickinson and Company$10,514,399$257,542 ▼-2.4%66,8730.7%MedicalNKENIKE$9,910,312$634,527 ▲6.8%187,6240.7%Consumer DiscretionaryEMREmerson Electric$9,378,316$83,984 ▼-0.9%71,5790.7%IndustrialsMMM3M$9,295,574$234,546 ▼-2.5%64,0060.7%Multi-Sector ConglomeratesAVGOBroadcom$8,982,909$140,518 ▲1.6%29,0230.6%Computer and TechnologyWALMART INC$8,897,194$167,281 ▲1.9%71,5900.6%COMHDHome Depot$8,830,271$31,902 ▲0.4%26,8490.6%Retail/WholesaleSPGIS&P Global$8,824,104$2,009,306 ▲29.5%20,7460.6%FinanceXLKTechnology Select Sector SPDR Fund$8,758,110$226,462 ▼-2.5%65,9000.6%ETFTGTTarget$8,671,138$773,135 ▼-8.2%71,5440.6%Retail/WholesalePFEPfizer$8,159,616$714,410 ▲9.6%290,5850.6%MedicalSPYSPDR S&P 500 ETF Trust$8,047,728$87,143 ▲1.1%12,3750.6%FinanceTFCTruist Financial$7,677,006$753,588 ▼-8.9%167,0000.5%FinanceDEDeere & Company$7,610,805$122,237 ▼-1.6%13,5110.5%IndustrialsCARRCarrier Global$7,492,299$253,056 ▼-3.3%133,0550.5%ConstructionVNQVanguard Real Estate ETF$7,126,376$61,115 ▲0.9%80,3420.5%ETFCOFCapital One Financial$7,045,953$87,931 ▼-1.2%38,6230.5%FinanceNDAQNasdaq$6,937,296$52,717 ▼-0.8%81,7210.5%FinanceLLYEli Lilly and Company$6,891,978$775,382 ▲12.7%7,4930.5%MedicalCLColgate-Palmolive$6,296,166$22,842 ▼-0.4%73,8730.4%Consumer StaplesBLACKROCK INC$6,243,578$25,967 ▲0.4%6,4920.4%COMAFLAflac$6,196,050$2,203,511 ▼-26.2%56,4770.4%FinanceVONVVanguard Russell 1000 Value ETF$6,128,440$610,529 ▲11.1%65,3770.4%ETFVWOVanguard FTSE Emerging Markets ETF$6,068,365$36,916 ▼-0.6%112,2730.4%ETFSPLGSPDR Portfolio S&P 500 ETF$6,056,980$542,055 ▲9.8%79,1350.4%ETFIJRiShares Core S&P Small-Cap ETF$5,883,007$922,137 ▲18.6%47,3250.4%ETFBSVVanguard Short-Term Bond ETF$5,761,567$233,662 ▲4.2%73,4800.4%ETFNFLXNetflix$5,606,699$5,277,481 ▲1,603.0%58,3120.4%Consumer DiscretionaryAXPAmerican Express$5,349,492$261,652 ▲5.1%17,6850.4%FinanceCOPConocoPhillips$5,181,771$52,536 ▲1.0%39,2560.4%EnergyXYLXylem$5,040,539$181,044 ▲3.7%42,1800.4%Business ServicesNTRSNorthern Trust$4,464,984$172,369 ▼-3.7%31,9910.3%FinanceQQQInvesco QQQ$4,160,033$334,165 ▲8.7%7,2080.3%FinanceGPCGenuine Parts$3,983,920$58,268 ▲1.5%37,6730.3%Retail/WholesaleMETMetLife$3,749,009$258,552 ▼-6.5%53,0120.3%FinanceTAT&T$3,545,422$139,529 ▲4.1%122,2980.2%Computer and TechnologyOTISOtis Worldwide$3,251,543$109,068 ▼-3.2%42,1840.2%IndustrialsGEGE Aerospace$2,908,527$14,472 ▼-0.5%10,2500.2%AerospaceSHELShell$2,905,286$33,759 ▼-1.1%31,2400.2%EnergyDISWalt Disney$2,887,159$2,044,702 ▼-41.5%29,9560.2%Consumer DiscretionaryIEFAiShares Core MSCI EAFE ETF$2,854,592$592,519 ▼-17.2%31,5320.2%ETFBMYBristol Myers Squibb$2,622,129$128,456 ▼-4.7%43,2340.2%MedicalIAUiShares Gold Trust$2,535,746$355,373 ▲16.3%28,7630.2%FinanceBKBNY$2,426,485$118,394 ▼-4.7%20,4540.2%FinanceKIMBERLY-CLARK CORP$2,382,954$687,431 ▼-22.4%24,7020.2%COMVEUVanguard FTSE All-World ex-US ETF$2,369,030$48,064 ▼-2.0%31,5450.2%ETFXLVHealth Care Select Sector SPDR Fund$2,229,645$12,462 ▼-0.6%15,2080.2%ETFGOOGAlphabet$2,220,010$14,343 ▼-0.6%7,7390.2%Computer and TechnologyBRK.ABerkshire Hathaway$2,154,4200.0%30.2%FinanceUNILEVER PLC$2,074,506$175,297 ▼-7.8%36,4140.1%SPON ADR NEWIWDiShares Russell 1000 Value ETF$2,064,907$673,061 ▼-24.6%9,6640.1%ETFIWPiShares Russell Mid-Cap Growth ETF$2,014,559$12,812 ▼-0.6%15,7240.1%ETFXLFFinancial Select Sector SPDR Fund$1,979,095$4,443 ▼-0.2%40,0870.1%ETFTTTrane Technologies$1,918,671$20,837 ▼-1.1%4,6040.1%ConstructionGE VERNOVA INC$1,874,116$41,899 ▼-2.2%2,1470.1%COMCSXCSX$1,832,431$39,777 ▼-2.1%44,6390.1%TransportationWATWaters$1,816,580$1,816,580 ▲New Holding6,1000.1%MedicalPEGPublic Service Enterprise Group$1,741,558$25,094 ▼-1.4%21,5140.1%UtilitiesACNAccenture$1,735,632$595 ▼0.0%8,7530.1%Computer and TechnologyShowing 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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