Kanawha Capital Management

Latest statistics and disclosures from Kanawha Capital Management's latest quarterly 13F-HR filing:

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Portfolio Holdings for Kanawha Capital Management

Kanawha Capital Management holds 228 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 6.7 $105M 205k 512.90
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Apple (AAPL) 6.6 $103M 308k 333.02
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Alphabet Cap Stk Cl A (GOOGL) 3.4 $53M 154k 344.08
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JPMorgan Chase & Co. (JPM) 2.9 $45M 137k 330.83
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Ishares Tr Core S&p500 Etf (IVV) 2.5 $39M 52k 765.85
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Johnson & Johnson (JNJ) 2.5 $39M 148k 264.74
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Abbvie (ABBV) 2.4 $37M 142k 261.59
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.3 $36M 72k 497.95
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Cisco Systems (CSCO) 2.1 $34M 312k 107.63
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Raytheon Technologies Corp (RTX) 2.0 $32M 171k 185.65
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.0 $31M 434k 70.61
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Lowe's Companies (LOW) 1.9 $30M 165k 184.29
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Automatic Data Processing (ADP) 1.9 $30M 116k 258.06
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Amphenol Corp Cl A (APH) 1.9 $29M +100% 346k 84.30
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Ishares Tr Core S&p Mcp Etf (IJH) 1.8 $29M 401k 71.95
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Procter & Gamble Company (PG) 1.8 $28M 189k 145.28
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Oracle Corporation (ORCL) 1.6 $25M 178k 137.30
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Exxonmobil Holdings Corp Com Shs (XOM) 1.5 $24M NEW 146k 162.75
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Amazon (AMZN) 1.5 $23M +3% 94k 249.15
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Chevron Corporation (CVX) 1.5 $23M 114k 204.21
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Parker-Hannifin Corporation (PH) 1.5 $23M 24k 955.42
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Illinois Tool Works (ITW) 1.5 $23M 88k 257.28
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Caterpillar (CAT) 1.4 $22M 27k 810.78
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Ecolab (ECL) 1.4 $21M 77k 274.58
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Chubb (CB) 1.3 $20M 61k 325.25
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Abbott Laboratories (ABT) 1.3 $20M +2% 200k 98.83
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Ishares Tr Russell 2000 Etf (IWM) 1.3 $20M 71k 277.89
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McDonald's Corporation (MCD) 1.2 $19M 83k 230.94
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Costco Wholesale Corporation (COST) 1.2 $19M 20k 910.33
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International Business Machines (IBM) 1.1 $16M +6% 75k 219.93
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Qualcomm (QCOM) 1.0 $16M 88k 184.04
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Pepsi (PEP) 1.0 $16M 127k 126.72
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Coca-Cola Company (KO) 1.0 $16M 184k 86.08
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Norfolk Southern (NSC) 1.0 $15M 49k 309.00
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NVIDIA Corporation (NVDA) 0.9 $15M 65k 228.38
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Us Bancorp Com New (USB) 0.9 $15M 255k 57.76
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Dominion Resources (D) 0.9 $14M 232k 60.52
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Air Products & Chemicals (APD) 0.9 $14M 49k 278.23
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Select Sector Spdr Tr St Str Techn Etf (XLK) 0.8 $13M 66k 195.75
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Verizon Communications (VZ) 0.8 $12M 265k 45.87
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Medtronic SHS (MDT) 0.8 $12M 137k 86.29
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Southern Company (SO) 0.8 $12M +4% 142k 82.89
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Becton, Dickinson and (BDX) 0.7 $12M 65k 179.00
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Target Corporation (TGT) 0.7 $11M 71k 156.69
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Emerson Electric (EMR) 0.7 $11M 70k 155.10
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Broadcom (AVGO) 0.7 $11M +2% 31k 351.19
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Eli Lilly & Co. (LLY) 0.6 $10M +7% 8.7k 1157.15
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3M Company (MMM) 0.6 $9.9M -3% 61k 164.15
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.6 $9.4M 12k 762.63
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Deere & Company (DE) 0.6 $8.7M 13k 671.56
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S&p Global (SPGI) 0.5 $8.3M 21k 394.47
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Spdr Series Trust St Str P500etf (SPYM) 0.5 $8.2M +8% 92k 89.76
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Pfizer (PFE) 0.5 $8.1M -2% 284k 28.52
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Wal-Mart Stores (WMT) 0.5 $8.0M +6% 77k 103.92
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Home Depot (HD) 0.5 $7.8M 27k 284.49
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.5 $7.6M +3% 70k 108.70
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Blackrock (BLK) 0.5 $7.5M +5% 7.1k 1058.36
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Nasdaq Omx (NDAQ) 0.5 $7.5M 82k 92.01
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Capital One Financial (COF) 0.5 $7.2M 37k 193.07
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Carrier Global Corporation (CARR) 0.5 $7.1M 130k 54.86
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Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $6.9M -5% 77k 89.63
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Truist Financial Corp equities (TFC) 0.4 $6.7M -7% 146k 46.30
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $6.6M 112k 59.31
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Ishares Tr Core S&p Scp Etf (IJR) 0.4 $6.6M 49k 136.04
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Colgate-Palmolive Company (CL) 0.4 $6.3M 74k 85.32
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American Express Company (AXP) 0.4 $6.3M 21k 304.11
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $5.7M 74k 76.40
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Northern Trust Corporation (NTRS) 0.3 $5.3M 32k 169.36
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $5.3M 7.2k 739.72
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Nike CL B (NKE) 0.3 $5.3M +9% 150k 35.40
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Genuine Parts Company (GPC) 0.3 $5.1M -2% 40k 125.74
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Netflix (NFLX) 0.3 $5.0M 72k 69.58
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ConocoPhillips (COP) 0.3 $5.0M 40k 125.15
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MetLife (MET) 0.3 $4.7M 50k 94.16
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Xylem (XYL) 0.3 $4.6M +2% 46k 101.27
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Ge Aerospace Com New (GE) 0.2 $3.3M +2% 11k 312.28
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Dell Technologies CL C (DELL) 0.2 $3.2M 5.9k 537.99
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Walt Disney Company (DIS) 0.2 $3.1M +8% 30k 104.90
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $3.0M 31k 96.88
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At&t (T) 0.2 $3.0M 124k 24.40
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Alphabet Cap Stk Cl C (GOOG) 0.2 $3.0M +7% 8.8k 340.74
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Intel Corporation (INTC) 0.2 $2.8M 23k 120.23
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Otis Worldwide Corp (OTIS) 0.2 $2.7M +5% 43k 64.32
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Bank of New York Mellon Corporation (BNY) 0.2 $2.7M -3% 19k 144.63
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Ishares Gold Tr Ishares New (IAU) 0.2 $2.7M +2% 34k 78.10
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UnitedHealth (UNH) 0.2 $2.7M +6% 7.3k 367.08
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Shell Spon Ads (SHEL) 0.2 $2.6M -7% 28k 95.05
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Select Sector Spdr Tr St Str Care Etf (XLV) 0.2 $2.6M 15k 168.42
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $2.6M 31k 82.97
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Bristol Myers Squibb (BMY) 0.2 $2.5M 40k 62.40
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Applied Materials (AMAT) 0.2 $2.4M +18% 4.6k 511.35
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Kimberly-Clark Corporation (KMB) 0.1 $2.3M -2% 23k 97.43
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Ishares Tr Ishares Biotech (IBB) 0.1 $2.3M 11k 210.53
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $2.2M 3.00 747005.00
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $2.1M 16k 137.68
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Texas Instruments Incorporated (TXN) 0.1 $2.1M -2% 7.6k 280.09
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Select Sector Spdr Tr St Str Finl Etf (XLF) 0.1 $2.1M 39k 53.40
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CSX Corporation (CSX) 0.1 $2.1M 45k 46.51
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Trane Technologies SHS (TT) 0.1 $2.1M 4.6k 451.98
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Merck & Co (MRK) 0.1 $2.0M +9% 14k 145.31
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Ge Vernova (GEV) 0.1 $2.0M 2.2k 950.49
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Unilever Spon Adr New (UL) 0.1 $2.0M -3% 33k 60.73
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $2.0M -6% 8.2k 247.93
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Cintas Corporation (CTAS) 0.1 $2.0M 10k 195.06
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Waters Corporation (WAT) 0.1 $1.7M -9% 4.0k 439.39
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.7M 13k 125.26
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.7M +29% 16k 103.89
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.6M 8.7k 183.37
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $1.5M +12% 30k 51.05
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Honeywell Aerospace (HONA) 0.1 $1.5M 9.4k 154.97
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Blackrock Etf Trust Ii Isha Sh Term Etf (CALI) 0.1 $1.4M +7% 28k 49.81
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Philip Morris International (PM) 0.1 $1.4M 7.2k 190.81
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Spdr Index Shs Fds St Str Nat Etf (GNR) 0.1 $1.3M 18k 73.97
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Dover Corporation (DOV) 0.1 $1.3M 7.2k 187.05
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.3M 41k 32.53
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Public Service Enterprise (PEG) 0.1 $1.3M -7% 20k 67.34
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Space Exploration Techn Corp Class A Com Stk (SPCX) 0.1 $1.3M NEW 8.7k 150.86
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Kenvue (KVUE) 0.1 $1.3M -2% 74k 17.66
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Travelers Companies (TRV) 0.1 $1.3M -5% 3.7k 356.51
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.3M -3% 1.8k 700.86
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Select Sector Spdr Tr St Str Discr Etf (XLY) 0.1 $1.3M 12k 108.84
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Union Pacific Corporation (UNP) 0.1 $1.3M 4.6k 272.14
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Altria (MO) 0.1 $1.2M 18k 67.34
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Thermo Fisher Scientific (TMO) 0.1 $1.2M 1.8k 675.05
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Wells Fargo & Company (WFC) 0.1 $1.2M 15k 80.05
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SLB Com Stk (SLB) 0.1 $1.2M -3% 25k 48.72
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Ishares Tr Select Divid Etf (DVY) 0.1 $1.2M 8.0k 152.07
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Bank of America Corporation (BAC) 0.1 $1.1M 21k 54.43
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Visa Com Cl A (V) 0.1 $1.1M 3.0k 359.36
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Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.1 $1.1M 13k 80.60
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Vanguard World Materials Etf (VAW) 0.1 $1.0M 4.8k 218.17
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Amgen (AMGN) 0.1 $1.0M 2.4k 421.49
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Select Sector Spdr Tr St Str Indl Etf (XLI) 0.1 $994k 6.0k 166.98
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Spdr Gold Tr Gold Shs (GLD) 0.1 $989k -2% 2.6k 380.84
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TowneBank (TOWN) 0.1 $976k 27k 35.65
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State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $973k 1.9k 508.52
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Select Sector Spdr Tr St Str Energ Etf (XLE) 0.1 $950k 15k 61.50
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Duke Energy Corp Com New (DUK) 0.1 $945k 8.3k 114.01
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $906k 9.0k 100.55
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $858k -2% 8.0k 106.71
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $845k 916.00 922.34
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Kla Corp Com New (KLAC) 0.1 $825k NEW 4.2k 194.93
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Vanguard Index Fds MRNGSTR MD CP GR (VOT) 0.1 $808k 2.8k 292.10
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Vanguard Index Fds MRNGSTR TTL STK (VTI) 0.1 $804k 2.1k 374.17
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $797k 16k 51.23
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Cigna Corp (CI) 0.1 $797k 2.9k 271.83
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Charles Schwab Corporation (SCHW) 0.1 $789k -19% 8.1k 97.74
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Advanced Micro Devices (AMD) 0.0 $767k -33% 1.3k 611.76
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Phillips 66 (PSX) 0.0 $765k 3.0k 255.31
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Ishares Tr U.s. Tech Etf (IYW) 0.0 $700k 2.6k 264.87
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Meta Platforms Cl A (META) 0.0 $689k -7% 950.00 725.29
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State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $688k 1.0k 656.71
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Micron Technology (MU) 0.0 $668k -2% 627.00 1065.69
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Mondelez Intl Cl A (MDLZ) 0.0 $647k 11k 57.82
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AFLAC Incorporated (AFL) 0.0 $635k 5.7k 111.77
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NewMarket Corporation (NEU) 0.0 $615k 685.00 897.52
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American Electric Power Company (AEP) 0.0 $611k +81% 5.2k 118.65
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Applied Industrial Technologies (AIT) 0.0 $575k 1.7k 332.29
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Mastercard Incorporated Cl A (MA) 0.0 $574k 1.0k 551.40
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Itt (ITT) 0.0 $547k 2.7k 201.82
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Ishares Silver Tr Ishares (SLV) 0.0 $537k +7% 9.9k 54.51
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Novartis Sponsored Adr (NVS) 0.0 $513k 3.6k 142.59
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United Parcel Svcs CL B (UPS) 0.0 $510k 5.5k 93.44
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McKesson Corporation (MCK) 0.0 $510k 597.00 854.40
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Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $504k -6% 6.9k 72.86
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Eaton Corp SHS (ETN) 0.0 $498k 1.2k 429.70
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Paychex (PAYX) 0.0 $486k 4.9k 98.50
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Select Sector Spdr Tr St Str Svc Etf (XLC) 0.0 $485k 4.4k 110.97
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $480k -29% 3.5k 137.71
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Goldman Sachs Physical Gold Unit (AAAU) 0.0 $471k 12k 40.96
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $463k 1.3k 356.90
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $463k NEW 1.5k 304.73
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Blackstone Group Inc Com Cl A (BX) 0.0 $459k +115% 4.1k 112.10
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $450k 2.8k 160.74
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Rbc Cad (RY) 0.0 $445k 2.3k 196.59
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Yum! Brands (YUM) 0.0 $422k 3.1k 136.34
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $420k -22% 921.00 456.19
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $420k 6.3k 66.79
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BP Sponsored Adr (BP) 0.0 $403k 9.2k 43.99
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $396k +3% 2.6k 155.21
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Boeing Company (BA) 0.0 $373k 2.0k 186.05
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $361k +4% 2.2k 166.28
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Cummins (CMI) 0.0 $361k 699.00 516.60
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $359k -39% 590.00 609.00
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Vanguard World Comm Srvc Etf (VOX) 0.0 $359k +5% 1.9k 190.59
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $353k 849.00 416.13
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Spdr Series Trust St Str Sp Div (SDY) 0.0 $348k -3% 2.4k 146.45
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Ingersoll Rand (IR) 0.0 $344k -2% 4.6k 75.11
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Ishares Tr Global Tech Etf (IXN) 0.0 $342k 2.3k 148.22
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Welltower Inc Com reit (WELL) 0.0 $336k 1.5k 230.24
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Acuity Brands (AYI) 0.0 $334k 1.1k 309.81
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Select Sector Spdr Tr St Str Util Etf (XLU) 0.0 $323k 8.2k 39.44
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Qnity Electronics Common Stock (Q) 0.0 $318k 2.5k 125.74
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Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.0 $311k 1.7k 180.55
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Ishares Tr U S Equity Factr (LRGF) 0.0 $311k 4.0k 77.85
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $307k 1.5k 208.02
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Tesla Motors (TSLA) 0.0 $306k 863.00 354.81
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Proshares Tr Pshs Ultra Tech (ROM) 0.0 $304k -6% 1.9k 159.18
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Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $302k 1.4k 209.45
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Smucker J M Com New (SJM) 0.0 $297k 2.5k 118.91
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Vanguard Index Fds Mrngstr Mid Cap (VO) 0.0 $294k -2% 3.7k 78.42
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Clorox Company (CLX) 0.0 $290k 3.6k 81.01
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Morgan Stanley Com New (MS) 0.0 $280k 1.5k 188.14
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Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.0 $277k 3.8k 72.87
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Vanguard Index Fds Mrngstr Lrg Cap (VV) 0.0 $267k 758.00 351.85
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $258k 2.0k 128.93
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Kroger (KR) 0.0 $242k 4.1k 58.63
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Enterprise Products Partners (EPD) 0.0 $241k +3% 6.8k 35.61
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Solstice Advanced Matls Com Shs (SOLS) 0.0 $240k -9% 4.3k 56.32
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Vanguard Index Fds Mrngstr Grwt Etf (VUG) 0.0 $231k 2.6k 90.10
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Wabtec Corporation (WAB) 0.0 $231k 803.00 287.18
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Northrop Grumman Corporation (NOC) 0.0 $230k -7% 476.00 483.48
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Palantir Technologies Cl A (PLTR) 0.0 $229k NEW 1.2k 187.05
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Lam Research Corp Com New (LRCX) 0.0 $226k -4% 689.00 328.51
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Corteva (CTVA) 0.0 $223k 2.9k 77.66
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Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $217k -23% 120.00 1811.67
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $215k 4.5k 47.36
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Adobe Systems Incorporated (ADBE) 0.0 $211k NEW 879.00 239.94
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Albemarle Corporation (ALB) 0.0 $210k 2.0k 105.78
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Dupont De Nemours Common Stock (DD) 0.0 $210k 1.6k 129.89
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Analog Devices (ADI) 0.0 $208k 524.00 396.71
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Kinder Morgan (KMI) 0.0 $207k 6.9k 30.15
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Progressive Corporation (PGR) 0.0 $207k 996.00 207.31
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Hershey Company (HSY) 0.0 $205k 1.3k 157.61
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $202k 2.6k 78.31
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Nxp Semiconductors N V (NXPI) 0.0 $201k 846.00 237.64
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Mobility Global Com Shs (MBGL) 0.0 $175k NEW 10k 17.15
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New Found Gold Corp (NFGC) 0.0 $23k 14k 1.64
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Past Filings by Kanawha Capital Management

SEC 13F filings are viewable for Kanawha Capital Management going back to 2011

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