Kanawha Capital Management LLC Top Holdings and 13F Report (2026)

About Kanawha Capital Management LLC

Investment Activity

Kanawha Capital Management LLC has $1.54 billion in total holdings as of June 30, 2026.
Kanawha Capital Management LLC owns shares of 228 different stocks, but just 52 companies or ETFs make up 80% of its holdings.
Approximately 1.49% of the portfolio was purchased this quarter.
About 1.30% of the portfolio was sold this quarter.
This quarter, Kanawha Capital Management LLC has purchased 221 new stocks and bought additional shares in 83 stocks.
Kanawha Capital Management LLC sold shares of 95 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Apple: $89,659,536
Microsoft: $76,073,248
Alphabet: $55,034,082
JPMorgan Chase & Co.: $44,757,391
iShares Core S&P 500 ETF: $38,910,522

Largest New Holdings this Quarter

43849R105 - HONEYWELL AEROSPACE INC: $2,089,427 Holding
74347R693 - ProShares Ultra Technology: $315,987 Holding
512807306 - LAM RESEARCH CORP: $311,564 Holding
126650100 - CVS Health: $282,522 Holding
N6596X109 - NXP Semiconductors: $235,890 Holding

Largest Purchases this Quarter

HONEYWELL AEROSPACE INC: 9,451 shares (about $2.09M)
Amazon.com: 7,956 shares (about $1.90M)
iShares Russell 1000 Growth ETF: 9,871 shares (about $1.23M)
Abbott Laboratories: 13,392 shares (about $1.22M)
International Business Machines: 3,539 shares (about $995.21K)

Largest Sales this Quarter

Aflac: 50,794 shares (about $5.96M)
NIKE: 50,772 shares (about $2.08M)
Alphabet: 2,797 shares (about $999.57K)
Waters: 1,735 shares (about $650.69K)
Apple: 2,205 shares (about $638.04K)

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
AAPL Apple	$89,659,536	$638,038 â–¼	-0.7%	309,855	5.8%	Technology
MSFT Microsoft	$76,073,248	$879,953 â–²	1.2%	203,939	5.0%	Technology
GOOGL Alphabet	$55,034,082	$999,567 â–¼	-1.8%	153,997	3.6%	Communication Services
JPM JPMorgan Chase & Co.	$44,757,391	$84,451 â–¼	-0.2%	136,735	2.9%	Finance
IVV iShares Core S&P 500 ETF	$38,910,522	$316,029 â–¼	-0.8%	51,958	2.5%	ETF
JNJ Johnson & Johnson	$37,714,714	$65,524 â–¼	-0.2%	148,501	2.5%	Healthcare
CSCO Cisco Systems	$36,607,057	$337,227 â–¼	-0.9%	311,656	2.4%	Technology
LOW Lowe's Companies	$36,552,152	$588,488 â–¼	-1.6%	165,777	2.4%	Consumer Discretionary
BRK.B Berkshire Hathaway	$36,270,031	$348,770 â–²	1.0%	72,484	2.4%	Finance
ABBV AbbVie	$35,643,092	$28,184 â–¼	-0.1%	141,643	2.3%	Healthcare
RTX RTX	$32,491,521	$139,642 â–²	0.4%	171,251	2.1%	Industrials
IJH iShares Core S&P Mid-Cap ETF	$30,870,417	$29,379 â–²	0.1%	400,343	2.0%	ETF
VEA Vanguard FTSE Developed Markets ETF	$30,735,224	$249,161 â–²	0.8%	431,372	2.0%	ETF
APH Amphenol	$30,508,931	$55,541 â–²	0.2%	173,032	2.0%	Technology
CAT Caterpillar	$28,688,190	$466,423 â–¼	-1.6%	26,940	1.9%	Industrials
PG Procter & Gamble	$27,691,763	$20,236 â–¼	-0.1%	188,842	1.8%	Consumer Staples
ORCL Oracle	$26,167,195	$4,103 â–²	0.0%	178,555	1.7%	Technology
ADP Automatic Data Processing	$25,958,940	$480,597 â–²	1.9%	115,914	1.7%	Industrials
ITW Illinois Tool Works	$23,738,954	$3,246 â–¼	0.0%	87,769	1.5%	Industrials
PH Parker-Hannifin	$23,405,433	$36,190 â–²	0.2%	23,929	1.5%	Industrials
MCD McDonald's	$22,009,832	$170,837 â–²	0.8%	81,424	1.4%	Consumer Discretionary
AMZN Amazon.com	$21,514,237	$1,896,233 â–²	9.7%	90,267	1.4%	Consumer Discretionary
IWM iShares Russell 2000 ETF	$21,243,029	$256,584 â–¼	-1.2%	70,704	1.4%	ETF
ECL Ecolab	$21,123,065	$323,466 â–²	1.6%	75,816	1.4%	Materials
CB Chubb	$20,521,067	$38,504 â–²	0.2%	60,225	1.3%	Finance
XOM ExxonMobil	$19,749,753	$23,926 â–²	0.1%	144,454	1.3%	Energy
IBM International Business Machines	$19,731,726	$995,205 â–²	5.3%	70,167	1.3%	Technology
COST Costco Wholesale	$18,845,663	$376,053 â–²	2.0%	20,146	1.2%	Consumer Staples
CVX Chevron	$18,711,352	$152,665 â–¼	-0.8%	112,882	1.2%	Energy
ABT Abbott Laboratories	$17,755,649	$1,215,191 â–²	7.3%	195,676	1.2%	Healthcare
PEP PepsiCo	$17,230,549	$30,871 â–¼	-0.2%	127,257	1.1%	Consumer Staples
QCOM Qualcomm	$16,090,687	$50,263 â–²	0.3%	87,076	1.0%	Technology
D Dominion Energy	$15,669,689	$220,986 â–²	1.4%	229,458	1.0%	Utilities
NSC Norfolk Southern	$15,528,045	$204,797 â–¼	-1.3%	49,360	1.0%	Industrials
USB U.S. Bancorp	$15,289,004	$130,887 â–²	0.9%	253,129	1.0%	Finance
KO CocaCola	$14,817,958	$6,339 â–²	0.0%	182,330	1.0%	Consumer Staples
APD Air Products and Chemicals	$14,154,838	$115,514 â–²	0.8%	48,280	0.9%	Materials
SO Southern	$12,952,664	$165,483 â–²	1.3%	135,332	0.8%	Utilities
NVDA NVIDIA	$12,715,193	$260,719 â–²	2.1%	63,547	0.8%	Technology
XLK Technology Select Sector SPDR Fund	$12,580,036	$24,768 â–²	0.2%	66,030	0.8%	ETF
AVGO Broadcom	$11,381,608	$418,169 â–²	3.8%	30,130	0.7%	Technology
VZ Verizon Communications	$11,192,399	$82,986 â–²	0.7%	264,346	0.7%	Communication Services
MDT Medtronic	$10,628,196	$433,004 â–²	4.2%	135,858	0.7%	Healthcare
EMR Emerson Electric	$10,191,746	$54,827 â–¼	-0.5%	71,196	0.7%	Industrials
MMM 3M	$10,191,082	$172,110 â–¼	-1.7%	62,943	0.7%	Industrials
BDX Becton, Dickinson and Company	$9,737,477	$382,411 â–¼	-3.8%	64,346	0.6%	Healthcare
CARR Carrier Global	$9,679,817	$79,731 â–¼	-0.8%	131,968	0.6%	Industrials
LLY Eli Lilly and Company	$9,650,798	$663,297 â–²	7.4%	8,046	0.6%	Healthcare
HD Home Depot	$9,493,551	$24,335 â–²	0.3%	26,918	0.6%	Consumer Discretionary
TGT Target	$9,303,155	$41,142 â–¼	-0.4%	71,229	0.6%	Consumer Staples
SPY SPDR S&P 500 ETF Trust	$9,218,359	$23,150 â–¼	-0.3%	12,344	0.6%	ETF
SPGI S&P Global	$8,545,944	$96,928 â–²	1.1%	20,984	0.6%	Finance
DE Deere & Company	$8,309,789	$260,712 â–¼	-3.0%	13,100	0.5%	Industrials
WALMART INC	$8,252,680	$144,406 â–²	1.8%	72,865	0.5%	COM
TFC Truist Financial	$7,868,110	$451,817 â–¼	-5.4%	157,931	0.5%	Finance
VNQ Vanguard Real Estate ETF	$7,830,647	$83,315 â–²	1.1%	81,206	0.5%	ETF
COF Capital One Financial	$7,604,698	$143,844 â–¼	-1.9%	37,906	0.5%	Finance
SPLG SPDR Portfolio S&P 500 ETF	$7,451,052	$496,696 â–²	7.1%	84,787	0.5%	ETF
VONV Vanguard Russell 1000 Value ETF	$7,192,828	$242,599 â–²	3.5%	67,659	0.5%	ETF
IJR iShares Core S&P Small-Cap ETF	$7,158,551	$139,709 â–²	2.0%	48,267	0.5%	ETF
PFE Pfizer	$6,998,775	$1,493 â–²	0.0%	290,647	0.5%	Healthcare
AXP American Express	$6,906,199	$924,119 â–²	15.4%	20,417	0.4%	Finance
CL Colgate-Palmolive	$6,769,527	$3,117 â–¼	0.0%	73,839	0.4%	Consumer Staples
VWO Vanguard FTSE Emerging Markets ETF	$6,657,419	$44,171 â–¼	-0.7%	111,533	0.4%	ETF
BLACKROCK INC	$6,529,149	$286,552 â–²	4.6%	6,790	0.4%	COM
NDAQ Nasdaq	$6,394,745	$46,504 â–¼	-0.7%	81,131	0.4%	Finance
BSV Vanguard Short-Term Bond ETF	$5,707,609	$17,218 â–¼	-0.3%	73,259	0.4%	ETF
NKE NIKE	$5,617,764	$2,084,187 â–¼	-27.1%	136,852	0.4%	Consumer Discretionary
NTRS Northern Trust	$5,483,087	$78,228 â–¼	-1.4%	31,541	0.4%	Finance
QQQ Invesco QQQ	$5,291,412	$16,200 â–¼	-0.3%	7,186	0.3%	ETF
XYL Xylem	$5,274,559	$288,434 â–²	5.8%	44,620	0.3%	Industrials
NFLX Netflix	$5,091,177	$927,700 â–²	22.3%	71,305	0.3%	Communication Services
GPC Genuine Parts	$4,866,911	$422,250 â–²	9.5%	41,252	0.3%	Consumer Discretionary
MET MetLife	$4,282,704	$202,641 â–¼	-4.5%	50,617	0.3%	Finance
COP ConocoPhillips	$4,092,085	$11,020 â–²	0.3%	39,362	0.3%	Energy
GE GE Aerospace	$3,888,508	$57,926 â–²	1.5%	10,405	0.3%	Industrials
INTC Intel	$3,216,237	$451,563 â–¼	-12.3%	23,034	0.2%	Technology
IEFA iShares Core MSCI EAFE ETF	$3,041,980	$3,380 â–¼	-0.1%	31,497	0.2%	ETF
GOOG Alphabet	$2,906,139	$171,718 â–²	6.3%	8,225	0.2%	Communication Services
OTIS Otis Worldwide	$2,888,201	$132,174 â–¼	-4.4%	40,338	0.2%	Industrials
UNH UnitedHealth Group	$2,829,193	$300,916 â–²	11.9%	6,807	0.2%	Healthcare
BANK OF NY MELLON CORP	$2,824,334	$133,473 â–¼	-4.5%	19,531	0.2%	COM
AMAT Applied Materials	$2,816,641	$306,534 â–²	12.2%	3,896	0.2%	Technology
DIS Walt Disney	$2,669,013	$214,253 â–¼	-7.4%	27,730	0.2%	Communication Services
VEU Vanguard FTSE All-World ex-US ETF	$2,637,706	$4,187 â–¼	-0.2%	31,495	0.2%	ETF
KIMBERLY-CLARK CORP	$2,622,021	$89,461 â–¼	-3.3%	23,887	0.2%	COM
T AT&T	$2,545,079	$13,517 â–²	0.5%	122,951	0.2%	Communication Services
DELL Dell Technologies	$2,542,776	$75,511 â–¼	-2.9%	5,893	0.2%	Technology
IAU iShares Gold Trust	$2,532,907	$361,013 â–²	16.6%	33,544	0.2%	ETF
GE VERNOVA INC	$2,517,725	$4,699 â–¼	-0.2%	2,143	0.2%	COM
XLV Health Care Select Sector SPDR Fund	$2,412,901		0.0%	15,208	0.2%	ETF
BMY Bristol Myers Squibb	$2,347,478	$143,646 â–¼	-5.8%	40,741	0.2%	Healthcare
TXN Texas Instruments	$2,313,023	$4,173 â–²	0.2%	7,760	0.2%	Technology
SHEL Shell	$2,297,947	$124,373 â–¼	-5.1%	29,636	0.1%	Energy
IWP iShares Russell Mid-Cap Growth ETF	$2,265,548	$36,602 â–¼	-1.6%	15,474	0.1%	ETF
TT Trane Technologies	$2,251,477	$9,823 â–¼	-0.4%	4,584	0.1%	Industrials
BRK.A Berkshire Hathaway	$2,246,550		0.0%	3	0.1%	Finance
XLF Financial Select Sector SPDR Fund	$2,132,981	$16,083 â–¼	-0.7%	39,787	0.1%	ETF
CSX CSX	$2,122,547	$856 â–²	0.0%	44,657	0.1%	Industrials
IWD iShares Russell 1000 Value ETF	$2,106,959	$235,884 â–¼	-10.1%	8,691	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Kanawha Capital Management LLC Top Holdings and 13F Report (2026)

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

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Kanawha Capital Management LLC Top Holdings and 13F Report (2026)

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