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

About Kanawha Capital Management LLC

Investment Activity

Kanawha 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: $102,867,143
Apple: $65,736,909
Oracle: $44,046,507
JPMorgan Chase & Co.: $39,874,841
Lowe's Companies: $38,088,848

Largest New Holdings this Quarter

G29183103 - Eaton: $359,481 Holding
464287291 - iShares Global Tech ETF: $241,100 Holding
05605H100 - BWX Technologies: $232,301 Holding
92204A884 - Vanguard Communication Services ETF: $226,444 Holding
22052L104 - 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 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	$102,867,143	$1,082,362 ▼	-1.0%	206,806	7.6%	Computer and Technology
AAPL Apple	$65,736,909	$814,115 ▼	-1.2%	320,402	4.9%	Computer and Technology
ORCL Oracle	$44,046,507	$186,710 ▼	-0.4%	201,466	3.3%	Computer and Technology
JPM JPMorgan Chase & Co.	$39,874,841	$252,222 ▼	-0.6%	137,542	3.0%	Finance
LOW Lowe's Companies	$38,088,848	$301,743 ▼	-0.8%	171,672	2.8%	Retail/Wholesale
BRK.B Berkshire Hathaway	$36,183,319	$151,559 ▼	-0.4%	74,487	2.7%	Finance
ADP Automatic Data Processing	$35,434,543	$365,454 ▼	-1.0%	114,898	2.6%	Computer and Technology
IVV iShares Core S&P 500 ETF	$33,129,838	$576,814 ▼	-1.7%	53,358	2.5%	ETF
PG Procter & Gamble	$29,530,381	$39,989 ▲	0.1%	185,353	2.2%	Consumer Staples
GOOGL Alphabet	$27,994,206	$291,133 ▲	1.1%	158,850	2.1%	Computer and Technology
ABBV AbbVie	$26,816,569	$86,313 ▲	0.3%	144,470	2.0%	Medical
RTX RTX	$25,330,872	$157,264 ▲	0.6%	173,475	1.9%	Aerospace
IJH iShares Core S&P Mid-Cap ETF	$24,732,827	$42,484 ▲	0.2%	398,788	1.8%	ETF
MCD McDonald's	$24,167,457	$1,837,167 ▼	-7.1%	82,717	1.8%	Retail/Wholesale
ABT Abbott Laboratories	$24,123,154	$54,540 ▼	-0.2%	177,363	1.8%	Medical
JNJ Johnson & Johnson	$22,925,686	$22,607 ▲	0.1%	150,086	1.7%	Medical
ITW Illinois Tool Works	$21,919,768	$607,742 ▼	-2.7%	88,654	1.6%	Industrials
CSCO Cisco Systems	$21,424,996	$38,367 ▲	0.2%	308,807	1.6%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$20,976,436	$1,375,481 ▲	7.0%	367,943	1.6%	ETF
ECL Ecolab	$19,740,761	$35,027 ▼	-0.2%	73,266	1.5%	Basic Materials
IBM International Business Machines	$19,101,221	$290,065 ▲	1.5%	64,798	1.4%	Computer and Technology
PH Parker-Hannifin	$17,573,505	$242,369 ▼	-1.4%	25,160	1.3%	Industrials
CB Chubb	$17,339,163	$10,140 ▲	0.1%	59,848	1.3%	Finance
COST Costco Wholesale	$17,207,765	$444,474 ▲	2.7%	17,383	1.3%	Retail/Wholesale
APH Amphenol	$16,831,404	$323,702 ▲	2.0%	170,445	1.2%	Computer and Technology
PEP PepsiCo	$16,749,406	$35,783 ▼	-0.2%	126,851	1.2%	Consumer Staples
AMZN Amazon.com	$16,448,326	$1,189,094 ▲	7.8%	74,973	1.2%	Retail/Wholesale
CVX Chevron	$15,885,470	$59,997 ▼	-0.4%	110,940	1.2%	Energy
XOM Exxon Mobil	$15,728,041	$83,869 ▼	-0.5%	145,900	1.2%	Energy
IWM iShares Russell 2000 ETF	$15,698,731	$40,137 ▼	-0.3%	72,750	1.2%	Finance
BDX Becton, Dickinson and Company	$13,932,115	$496,081 ▼	-3.4%	80,883	1.0%	Medical
QCOM QUALCOMM	$13,604,339	$1,274 ▲	0.0%	85,422	1.0%	Computer and Technology
NSC Norfolk Southern	$13,426,871	$209,127 ▼	-1.5%	52,455	1.0%	Transportation
APD Air Products and Chemicals	$13,344,362	$26,514 ▲	0.2%	47,310	1.0%	Basic Materials
NKE NIKE	$13,069,637	$41,345 ▼	-0.3%	183,976	1.0%	Consumer Discretionary
KO CocaCola	$12,923,467	$157,348 ▼	-1.2%	182,664	1.0%	Consumer Staples
D Dominion Energy	$11,656,925	$328,608 ▲	2.9%	206,244	0.9%	Utilities
SO Southern	$10,925,934	$286,785 ▲	2.7%	118,980	0.8%	Utilities
CAT Caterpillar	$10,870,756	$430,141 ▼	-3.8%	28,002	0.8%	Industrials
MDT Medtronic	$10,503,811	$117,505 ▲	1.1%	120,498	0.8%	Medical
MMM 3M	$10,235,534	$29,991 ▼	-0.3%	67,233	0.8%	Multi-Sector Conglomerates
USB U.S. Bancorp	$10,230,015	$100,998 ▲	1.0%	226,078	0.8%	Finance
VZ Verizon Communications	$10,226,357	$342,785 ▲	3.5%	236,338	0.8%	Computer and Technology
HD Home Depot	$10,060,910	$109,258 ▼	-1.1%	27,441	0.7%	Retail/Wholesale
EMR Emerson Electric	$9,945,121	$269,061 ▼	-2.6%	74,590	0.7%	Industrials
TFC Truist Financial	$9,828,823	$1,423,617 ▼	-12.7%	228,630	0.7%	Finance
TGT Target	$9,748,301	$319,823 ▼	-3.2%	98,817	0.7%	Retail/Wholesale
CARR Carrier Global	$9,425,519	$370,340 ▼	-3.8%	128,782	0.7%	Construction
NVDA NVIDIA	$8,936,604	$547,755 ▲	6.5%	56,564	0.7%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$8,640,461	$7,597 ▲	0.1%	34,121	0.6%	ETF
COF Capital One Financial	$8,174,848	$73,189 ▼	-0.9%	38,423	0.6%	Finance
AVGO Broadcom	$7,980,343	$561,775 ▲	7.6%	28,951	0.6%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$7,679,931	$22,243 ▼	-0.3%	12,430	0.6%	Finance
DE Deere & Company	$7,602,487	$113,394 ▼	-1.5%	14,951	0.6%	Industrials
SPGI S&P Global	$7,559,229	$457,160 ▲	6.4%	14,336	0.6%	Finance
NDAQ Nasdaq	$7,411,666	$34,695 ▲	0.5%	82,886	0.5%	Finance
PFE Pfizer	$6,862,329	$210,016 ▲	3.2%	283,099	0.5%	Medical
VNQ Vanguard Real Estate ETF	$6,820,954	$54,505 ▼	-0.8%	76,588	0.5%	ETF
CL Colgate-Palmolive	$6,751,565	$76,356 ▼	-1.1%	74,275	0.5%	Consumer Staples
DIS Walt Disney	$6,582,882	$166,671 ▼	-2.5%	53,083	0.5%	Consumer Discretionary
BLACKROCK INC	$6,336,018	$470,034 ▲	8.0%	6,039	0.5%	COM
WMT Walmart	$6,002,412	$122,909 ▲	2.1%	61,387	0.4%	Retail/Wholesale
VWO Vanguard FTSE Emerging Markets ETF	$5,664,059	$18,399 ▼	-0.3%	114,518	0.4%	ETF
BSV Vanguard Short-Term Bond ETF	$5,630,985	$46,669 ▼	-0.8%	71,550	0.4%	ETF
XYL Xylem	$5,381,796	$34,539 ▼	-0.6%	41,603	0.4%	Business Services
AXP American Express	$5,209,275	$95,375 ▲	1.9%	16,331	0.4%	Finance
SPLG SPDR Portfolio S&P 500 ETF	$5,176,400	$63,749 ▲	1.2%	71,212	0.4%	ETF
KMB Kimberly-Clark	$5,139,783	$23,463 ▲	0.5%	39,868	0.4%	Consumer Staples
OTIS Otis Worldwide	$4,731,196	$189,030 ▼	-3.8%	47,780	0.4%	Industrials
VONV Vanguard Russell 1000 Value ETF	$4,652,466	$139,659 ▲	3.1%	54,600	0.3%	ETF
MET MetLife	$4,613,937	$44,553 ▼	-1.0%	57,373	0.3%	Finance
IJR iShares Core S&P Small-Cap ETF	$4,469,196	$115,847 ▼	-2.5%	40,893	0.3%	ETF
GPC Genuine Parts	$4,349,449	$1,744,317 ▲	67.0%	35,854	0.3%	Retail/Wholesale
NTRS Northern Trust	$4,232,377	$142,005 ▼	-3.2%	33,381	0.3%	Finance
LLY Eli Lilly and Company	$4,059,912	$485,662 ▲	13.6%	5,208	0.3%	Medical
QQQ Invesco QQQ	$3,670,119	$44,132 ▼	-1.2%	6,653	0.3%	Finance
COP ConocoPhillips	$3,344,147	$14,717 ▼	-0.4%	37,265	0.2%	Energy
IEFA iShares Core MSCI EAFE ETF	$3,205,799	$339,764 ▼	-9.6%	38,402	0.2%	ETF
T AT&T	$3,191,281	$55,276 ▲	1.8%	110,272	0.2%	Computer and Technology
UL Unilever	$2,767,754	$178,004 ▼	-6.0%	45,247	0.2%	Consumer Staples
GE GE Aerospace	$2,714,330	$17,244 ▲	0.6%	10,546	0.2%	Aerospace
ACN Accenture	$2,640,095	$6,874 ▼	-0.3%	8,833	0.2%	Computer and Technology
IWD iShares Russell 1000 Value ETF	$2,621,717	$123,919 ▼	-4.5%	13,498	0.2%	ETF
SHEL Shell	$2,321,955	$159,829 ▼	-6.4%	32,978	0.2%	Energy
KVUE Kenvue	$2,302,970	$150,256 ▼	-6.1%	110,032	0.2%	Consumer Staples
CTAS Cintas	$2,294,224	$12,258 ▼	-0.5%	10,294	0.2%	Business Services
IWP iShares Russell Mid-Cap Growth ETF	$2,194,472		0.0%	15,824	0.2%	ETF
BRK.A Berkshire Hathaway	$2,186,400		0.0%	3	0.2%	Finance
XLF Financial Select Sector SPDR Fund	$2,154,345	$10,474 ▼	-0.5%	41,137	0.2%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$2,147,208	$4,840 ▼	-0.2%	31,943	0.2%	ETF
XLV Health Care Select Sector SPDR Fund	$2,112,294	$2,831 ▼	-0.1%	15,671	0.2%	ETF
TXN Texas Instruments	$2,068,518	$852,072 ▼	-29.2%	9,963	0.2%	Computer and Technology
TT Trane Technologies	$2,051,890		0.0%	4,691	0.2%	Construction
BK Bank of New York Mellon	$2,010,296	$13,393 ▼	-0.7%	22,064	0.1%	Finance
PEG Public Service Enterprise Group	$1,821,318	$33,672 ▼	-1.8%	21,636	0.1%	Utilities
BMY Bristol Myers Squibb	$1,747,510	$25,784 ▲	1.5%	37,751	0.1%	Medical
IWF iShares Russell 1000 Growth ETF	$1,723,370	$87,039 ▼	-4.8%	4,059	0.1%	ETF
CSX CSX	$1,622,191	$32,630 ▼	-2.0%	49,715	0.1%	Transportation
DOV Dover	$1,612,424	$128,261 ▼	-7.4%	8,800	0.1%	Industrials
PM Philip Morris International	$1,443,059	$11,110 ▼	-0.8%	7,923	0.1%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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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

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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