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

About Kanawha Capital Management LLC

Investment Activity

Kanawha Capital Management LLC has $1.27 billion in total holdings as of December 31, 2024.
Kanawha Capital Management LLC owns shares of 210 different stocks, but just 50 companies or ETFs make up 80% of its holdings.
Approximately 1.38% of the portfolio was purchased this quarter.
About 7.56% of the portfolio was sold this quarter.
This quarter, Kanawha Capital Management LLC has purchased 230 new stocks and bought additional shares in 57 stocks.
Kanawha Capital Management LLC sold shares of 117 stocks and completely divested from 25 stocks this quarter.

Largest Holdings

Microsoft: $88,099,406
Apple: $81,770,550
Lowe's Companies: $42,549,534
Automatic Data Processing: $34,118,852
Berkshire Hathaway: $33,826,711

Largest New Holdings this Quarter

BLACKROCK INC NEW: $5,283,023 Holding
Charles Schwab: $934,259 Holding
Tesla: $258,458 Holding
Netflix: $239,765 Holding
iShares Russell 2000 Value ETF: $205,213 Holding

Largest Purchases this Quarter

BLACKROCK INC NEW: 5,154 shares (about $5.28M)
Eli Lilly and Company: 1,308 shares (about $1.01M)
Amazon.com: 4,317 shares (about $947.11K)
Charles Schwab: 12,623 shares (about $934.26K)
Walmart: 9,394 shares (about $848.75K)

Largest Sales this Quarter

Microsoft: 2,608 shares (about $1.10M)
Apple: 4,267 shares (about $1.07M)
Becton, Dickinson and Company: 3,447 shares (about $782.02K)
Pfizer: 28,918 shares (about $767.20K)
Intel: 32,803 shares (about $657.70K)

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	$88,099,406	$1,099,272 ▼	-1.2%	209,014	6.9%	Computer and Technology
AAPL Apple	$81,770,550	$1,068,541 ▼	-1.3%	326,534	6.4%	Computer and Technology
LOW Lowe's Companies	$42,549,534	$295,173 ▼	-0.7%	172,405	3.3%	Retail/Wholesale
ADP Automatic Data Processing	$34,118,852	$257,017 ▼	-0.7%	116,554	2.7%	Business Services
BRK.B Berkshire Hathaway	$33,826,711	$108,333 ▲	0.3%	74,627	2.7%	Finance
ORCL Oracle	$33,524,465	$179,471 ▼	-0.5%	201,179	2.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$32,926,618	$11,986 ▲	0.0%	137,360	2.6%	Finance
IVV iShares Core S&P 500 ETF	$32,398,758	$279,036 ▼	-0.9%	55,036	2.5%	ETF
PG Procter & Gamble	$29,890,482	$14,921 ▼	0.0%	178,291	2.3%	Consumer Staples
GOOGL Alphabet	$29,181,573	$201,983 ▲	0.7%	154,155	2.3%	Computer and Technology
ABBV AbbVie	$25,607,504	$297,293 ▲	1.2%	144,105	2.0%	Medical
MCD McDonald's	$25,524,266	$286,991 ▼	-1.1%	88,048	2.0%	Retail/Wholesale
IJH iShares Core S&P Mid-Cap ETF	$24,944,682	$73,962 ▼	-0.3%	400,332	2.0%	ETF
ITW Illinois Tool Works	$23,016,724	$3,550 ▲	0.0%	90,774	1.8%	Industrial Products
JNJ Johnson & Johnson	$21,094,136	$60,451 ▼	-0.3%	145,859	1.7%	Medical
ABT Abbott Laboratories	$20,093,323	$12,895 ▲	0.1%	177,644	1.6%	Medical
RTX RTX	$19,723,590	$307,932 ▲	1.6%	170,442	1.5%	Aerospace
PEP PepsiCo	$19,343,401	$185,057 ▼	-0.9%	127,209	1.5%	Consumer Staples
BDX Becton, Dickinson and Company	$18,822,067	$782,022 ▼	-4.0%	82,964	1.5%	Medical
CSCO Cisco Systems	$18,197,519	$26,226 ▲	0.1%	307,391	1.4%	Computer and Technology
ECL Ecolab	$17,021,447	$239,943 ▲	1.4%	72,642	1.3%	Basic Materials
VEA Vanguard FTSE Developed Markets ETF	$16,780,990	$135,187 ▼	-0.8%	350,920	1.3%	ETF
PH Parker-Hannifin	$16,300,813	$48,974 ▼	-0.3%	25,629	1.3%	Industrial Products
IWM iShares Russell 2000 ETF	$16,286,681	$176,546 ▼	-1.1%	73,709	1.3%	Finance
CB Chubb	$16,199,193	$411,134 ▲	2.6%	58,629	1.3%	Finance
CVX Chevron	$15,985,456	$20,567 ▲	0.1%	110,366	1.3%	Oils/Energy
XOM Exxon Mobil	$15,395,150	$352,398 ▲	2.3%	143,118	1.2%	Oils/Energy
COST Costco Wholesale	$15,253,721	$553,415 ▲	3.8%	16,648	1.2%	Retail/Wholesale
AMZN Amazon.com	$14,316,075	$947,107 ▲	7.1%	65,254	1.1%	Retail/Wholesale
TGT Target	$13,933,685	$550,318 ▼	-3.8%	103,075	1.1%	Retail/Wholesale
APD Air Products and Chemicals	$13,662,730	$144,731 ▲	1.1%	47,106	1.1%	Basic Materials
NKE NIKE	$13,617,932	$3,708 ▲	0.0%	179,965	1.1%	Consumer Discretionary
IBM International Business Machines	$13,566,858	$23,302 ▲	0.2%	61,715	1.1%	Computer and Technology
QCOM QUALCOMM	$12,879,685	$253,320 ▼	-1.9%	83,841	1.0%	Computer and Technology
NSC Norfolk Southern	$12,487,918	$199,495 ▼	-1.6%	53,208	1.0%	Transportation
TFC Truist Financial	$11,296,085	$30,062 ▼	-0.3%	260,398	0.9%	Finance
KO Coca-Cola	$11,269,144	$27,021 ▼	-0.2%	181,001	0.9%	Consumer Staples
HD Home Depot	$10,680,738	$10,892 ▼	-0.1%	27,458	0.8%	Retail/Wholesale
USB U.S. Bancorp	$10,644,264	$88,007 ▲	0.8%	222,544	0.8%	Finance
APH Amphenol	$10,547,135	$450,104 ▲	4.5%	151,867	0.8%	Computer and Technology
D Dominion Energy	$10,400,572	$162,118 ▼	-1.5%	193,104	0.8%	Utilities
CAT Caterpillar	$10,171,204	$90,691 ▼	-0.9%	28,038	0.8%	Industrial Products
EMR Emerson Electric	$9,580,814	$308,091 ▼	-3.1%	77,308	0.8%	Industrial Products
SO Southern	$9,296,744	$211,398 ▲	2.3%	112,934	0.7%	Utilities
CARR Carrier Global	$9,282,985	$103,414 ▲	1.1%	135,995	0.7%	Computer and Technology
MDT Medtronic	$9,200,818	$322,316 ▼	-3.4%	115,183	0.7%	Medical
VZ Verizon Communications	$8,792,535	$13,917 ▼	-0.2%	219,868	0.7%	Computer and Technology
MMM 3M	$8,608,739	$12,393 ▼	-0.1%	66,688	0.7%	Multi-Sector Conglomerates
XLK Technology Select Sector SPDR Fund	$7,794,535	$125,793 ▼	-1.6%	33,522	0.6%	ETF
COF Capital One Financial	$6,968,746	$43,688 ▼	-0.6%	39,080	0.5%	Finance
VNQ Vanguard Real Estate ETF	$6,940,508	$25,121 ▼	-0.4%	77,913	0.5%	ETF
CL Colgate-Palmolive	$6,790,672	$11,364 ▼	-0.2%	74,697	0.5%	Consumer Staples
DE Deere & Company	$6,648,321	$24,998 ▼	-0.4%	15,691	0.5%	Industrial Products
PFE Pfizer	$6,643,362	$767,196 ▼	-10.4%	250,409	0.5%	Medical
SPY SPDR S&P 500 ETF Trust	$6,537,427	$66,816 ▲	1.0%	11,154	0.5%	Finance
SPGI S&P Global	$6,388,231	$591,162 ▲	10.2%	12,827	0.5%	Business Services
NDAQ Nasdaq	$6,364,391	$1,314 ▼	0.0%	82,323	0.5%	Finance
DIS Walt Disney	$5,995,261	$227,820 ▼	-3.7%	53,842	0.5%	Consumer Discretionary
AVGO Broadcom	$5,852,569	$173,184 ▲	3.0%	25,244	0.5%	Computer and Technology
BSV Vanguard Short-Term Bond ETF	$5,710,330	$487,728 ▼	-7.9%	73,901	0.4%	ETF
BLACKROCK INC NEW	$5,283,023	$5,283,023 ▲	New Holding	5,154	0.4%	COM
VWO Vanguard FTSE Emerging Markets ETF	$5,282,200	$2,995 ▲	0.1%	119,941	0.4%	ETF
WMT Walmart	$5,212,103	$848,747 ▲	19.5%	57,688	0.4%	Retail/Wholesale
KMB Kimberly-Clark	$5,210,675	$116,364 ▼	-2.2%	39,764	0.4%	Consumer Staples
IJR iShares Core S&P Small-Cap ETF	$4,809,398	$628,871 ▲	15.0%	41,741	0.4%	ETF
MET MetLife	$4,807,339	$40,121 ▼	-0.8%	58,712	0.4%	Finance
XYL Xylem	$4,777,500	$67,640 ▲	1.4%	41,178	0.4%	Business Services
SPLG SPDR Portfolio S&P 500 ETF	$4,737,212	$14,133 ▲	0.3%	68,715	0.4%	ETF
AXP American Express	$4,591,650	$170,358 ▲	3.9%	15,471	0.4%	Finance
OTIS Otis Worldwide	$4,567,545	$33,710 ▲	0.7%	49,320	0.4%	Construction
NVDA NVIDIA	$4,380,720	$384,476 ▲	9.6%	32,621	0.3%	Computer and Technology
VONV Vanguard Russell 1000 Value	$4,187,300	$288,681 ▲	7.4%	51,536	0.3%	ETF
TXN Texas Instruments	$3,928,710	$155,633 ▼	-3.8%	20,952	0.3%	Computer and Technology
COP ConocoPhillips	$3,666,398	$108,591 ▼	-2.9%	36,971	0.3%	Oils/Energy
NTRS Northern Trust	$3,546,603	$148,830 ▼	-4.0%	34,601	0.3%	Finance
IEFA iShares Core MSCI EAFE ETF	$3,210,390	$104,014 ▼	-3.1%	45,680	0.3%	ETF
ACN Accenture	$3,121,433	$4,221 ▲	0.1%	8,873	0.2%	Computer and Technology
UL Unilever	$3,004,415	$47,344 ▼	-1.6%	52,988	0.2%	Consumer Staples
QQQ Invesco QQQ	$2,885,195	$21,981 ▲	0.8%	5,644	0.2%	Finance
LLY Eli Lilly and Company	$2,769,810	$1,009,730 ▲	57.4%	3,588	0.2%	Medical
KVUE Kenvue	$2,618,684	$92,403 ▼	-3.4%	122,655	0.2%	Consumer Staples
IWD iShares Russell 1000 Value ETF	$2,523,137	$58,316 ▼	-2.3%	13,629	0.2%	ETF
GPC Genuine Parts	$2,483,719	$465,522 ▲	23.1%	21,272	0.2%	Retail/Wholesale
T AT&T	$2,464,220	$144,157 ▲	6.2%	108,222	0.2%	Computer and Technology
SHEL Shell	$2,306,938	$129,434 ▼	-5.3%	36,823	0.2%	Oils/Energy
XLV Health Care Select Sector SPDR Fund	$2,160,124	$20,773 ▼	-1.0%	15,702	0.2%	ETF
BMY Bristol-Myers Squibb	$2,048,458	$30,769 ▼	-1.5%	36,217	0.2%	Medical
BERKSHIRE HATHAWAY CL A 1/100	$2,042,760		0.0%	3	0.2%	COM
IWP iShares Russell Mid-Cap Growth ETF	$2,005,692	$19,013 ▼	-0.9%	15,824	0.2%	ETF
SLB Schlumberger	$1,911,769	$75,989 ▼	-3.8%	49,864	0.1%	Oils/Energy
CTAS Cintas	$1,907,205	$2,375 ▼	-0.1%	10,439	0.1%	Business Services
XLF Financial Select Sector SPDR Fund	$1,898,741	$49,732 ▼	-2.6%	39,287	0.1%	ETF
MRK Merck & Co., Inc.	$1,898,008	$1,691 ▲	0.1%	19,079	0.1%	Medical
PEG Public Service Enterprise Group	$1,871,538	$22,812 ▼	-1.2%	22,151	0.1%	Utilities
VEU Vanguard FTSE All-World ex-US ETF	$1,850,037	$5,741 ▼	-0.3%	32,225	0.1%	ETF
DOV Dover	$1,840,919	$25,326 ▼	-1.4%	9,813	0.1%	Industrial Products
INTC Intel	$1,811,758	$657,700 ▼	-26.6%	90,362	0.1%	Computer and Technology
TT Trane Technologies	$1,740,377	$10,711 ▲	0.6%	4,712	0.1%	Construction
BK Bank of New York Mellon	$1,734,196	$691 ▼	0.0%	22,572	0.1%	Finance
GE General Electric	$1,701,357	$14,677 ▼	-0.9%	10,201	0.1%	Transportation

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