Kanawha Capital Management as of March 31, 2024
Portfolio Holdings for Kanawha Capital Management
Kanawha Capital Management holds 218 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 7.1 | $89M | 212k | 420.72 | |
Apple (AAPL) | 4.5 | $57M | 332k | 171.48 | |
Lowe's Companies (LOW) | 3.6 | $45M | 176k | 254.73 | |
Berkshire Hathaway (BRK.B) | 2.3 | $29M | 70k | 420.52 | |
Automatic Data Processing (ADP) | 2.3 | $29M | 117k | 249.74 | |
Ishares S&p 500 Etf (IVV) | 2.3 | $29M | 55k | 525.73 | |
Procter & Gamble Company (PG) | 2.3 | $29M | 177k | 162.25 | |
JPMorgan Chase & Co. (JPM) | 2.1 | $27M | 134k | 200.30 | |
Schwab Treas Oblgs Money Fund Caus (SNOXX) | 2.1 | $27M | 27M | 1.00 | |
Abbvie (ABBV) | 2.1 | $26M | 142k | 182.10 | |
McDonald's Corporation (MCD) | 2.0 | $25M | 89k | 281.95 | |
Oracle Corporation (ORCL) | 2.0 | $25M | 200k | 125.61 | |
Ishares Core S&p Midcap Etf (IJH) | 2.0 | $25M | 407k | 60.74 | |
Illinois Tool Works (ITW) | 1.9 | $24M | 91k | 268.33 | |
Pepsi (PEP) | 1.8 | $23M | 130k | 175.01 | |
Johnson & Johnson (JNJ) | 1.8 | $23M | 144k | 158.19 | |
Alphabet Inc Class A cs (GOOGL) | 1.8 | $22M | 148k | 150.93 | |
Becton, Dickinson and (BDX) | 1.7 | $21M | 85k | 247.45 | |
Abbott Laboratories (ABT) | 1.6 | $20M | 178k | 113.66 | |
Target Corporation (TGT) | 1.5 | $19M | 106k | 177.21 | |
Vanguard Ftse Dev Markets Etf (VEA) | 1.5 | $18M | 365k | 50.17 | |
Chevron Corporation (CVX) | 1.4 | $18M | 111k | 157.74 | |
Nike (NKE) | 1.4 | $17M | 181k | 93.98 | |
Ecolab (ECL) | 1.3 | $17M | 71k | 230.90 | |
Exxon Mobil Corporation (XOM) | 1.3 | $16M | 138k | 116.24 | |
Ishares Russell 2000 Etf (IWM) | 1.3 | $16M | 76k | 210.30 | |
Raytheon Technologies Corp (RTX) | 1.2 | $16M | 160k | 97.53 | |
Cisco Systems (CSCO) | 1.2 | $15M | 305k | 49.91 | |
Schwab Value Advantage Money F Caus (SWVXX) | 1.2 | $14M | 14M | 1.00 | |
Norfolk Southern (NSC) | 1.1 | $14M | 56k | 254.87 | |
Chubb (CB) | 1.1 | $14M | 55k | 259.13 | |
Parker-Hannifin Corporation (PH) | 1.1 | $14M | 25k | 555.79 | |
Qualcomm (QCOM) | 1.1 | $14M | 80k | 169.30 | |
Costco Wholesale Corporation (COST) | 0.9 | $11M | 15k | 732.65 | |
Air Products & Chemicals (APD) | 0.9 | $11M | 45k | 242.27 | |
Coca-Cola Company (KO) | 0.9 | $11M | 178k | 61.18 | |
International Business Machines (IBM) | 0.8 | $11M | 55k | 190.96 | |
Home Depot (HD) | 0.8 | $10M | 27k | 383.60 | |
Truist Financial Corp equities (TFC) | 0.8 | $10M | 261k | 38.98 | |
Caterpillar (CAT) | 0.8 | $10M | 28k | 366.43 | |
Medtronic (MDT) | 0.8 | $9.5M | 109k | 87.15 | |
U.S. Bancorp (USB) | 0.8 | $9.5M | 213k | 44.70 | |
Dominion Resources (D) | 0.8 | $9.5M | 193k | 49.19 | |
Emerson Electric (EMR) | 0.7 | $9.3M | 82k | 113.42 | |
Verizon Communications (VZ) | 0.7 | $9.2M | 218k | 41.96 | |
Intel Corporation (INTC) | 0.7 | $9.0M | 204k | 44.17 | |
Amazon (AMZN) | 0.7 | $8.6M | 48k | 180.38 | |
Schwab Amt Tax-free Money Ultr Caus (SCTXX) | 0.7 | $8.3M | 8.3M | 1.00 | |
Amphenol Corporation (APH) | 0.7 | $8.3M | 72k | 115.35 | |
Carrier Global Corporation (CARR) | 0.6 | $7.7M | 132k | 58.13 | |
Southern Company (SO) | 0.6 | $7.5M | 104k | 71.74 | |
Pfizer (PFE) | 0.6 | $7.2M | 261k | 27.75 | |
Technology Select Spdr Etf (XLK) | 0.6 | $7.2M | 35k | 208.27 | |
Walt Disney Company (DIS) | 0.6 | $6.9M | 56k | 122.36 | |
Colgate-Palmolive Company (CL) | 0.5 | $6.9M | 77k | 90.05 | |
3M Company (MMM) | 0.5 | $6.9M | 65k | 106.07 | |
Vanguard Real Estate Etf (VNQ) | 0.5 | $6.8M | 78k | 86.48 | |
Deere & Company (DE) | 0.5 | $6.7M | 16k | 410.74 | |
Northern Trust Corporation (NTRS) | 0.5 | $6.5M | 74k | 88.92 | |
Vanguard Short-term Bond Etf (BSV) | 0.5 | $6.3M | 82k | 76.67 | |
Capital One Financial (COF) | 0.5 | $6.0M | 41k | 148.89 | |
Kimberly-Clark Corporation (KMB) | 0.4 | $5.4M | 42k | 129.35 | |
Nasdaq Omx (NDAQ) | 0.4 | $5.4M | 85k | 63.10 | |
Vanguard Ftse Emerging Mkts Etf (VWO) | 0.4 | $5.3M | 128k | 41.77 | |
SPDR S&P 500 Etf (SPY) | 0.4 | $5.2M | 10k | 523.08 | |
Xylem (XYL) | 0.4 | $5.2M | 40k | 129.24 | |
Otis Worldwide Corp (OTIS) | 0.4 | $4.8M | 49k | 99.27 | |
ConocoPhillips (COP) | 0.4 | $4.8M | 37k | 127.28 | |
MetLife (MET) | 0.4 | $4.6M | 62k | 74.11 | |
Texas Instruments Incorporated (TXN) | 0.3 | $4.2M | 24k | 174.21 | |
Spdr Portfolio S&p 500 Etf (SPLG) | 0.3 | $3.9M | 63k | 61.53 | |
Kenvue (KVUE) | 0.3 | $3.7M | 174k | 21.46 | |
BlackRock (BLK) | 0.3 | $3.7M | 4.4k | 833.75 | |
Ishares Core Msci Eafe Etf (IEFA) | 0.3 | $3.5M | 48k | 74.22 | |
CVS Caremark Corporation (CVS) | 0.3 | $3.3M | 42k | 79.76 | |
American Express Company (AXP) | 0.3 | $3.3M | 15k | 227.69 | |
Vanguard Russell 1000 Value Etf (VONV) | 0.3 | $3.3M | 41k | 78.64 | |
Ishares Core S&p Small Cap Etf (IJR) | 0.3 | $3.2M | 29k | 110.52 | |
Schwab Value Advantage Ultra S Caus (SNAXX) | 0.3 | $3.2M | 3.2M | 1.00 | |
Accenture (ACN) | 0.2 | $3.1M | 8.9k | 346.61 | |
Schwab Treas Oblgs Mny Fd Ultr Caus (SCOXX) | 0.2 | $3.0M | 3.0M | 1.00 | |
Unilever (UL) | 0.2 | $2.8M | 57k | 50.19 | |
Bristol Myers Squibb (BMY) | 0.2 | $2.8M | 51k | 54.23 | |
Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.2 | $2.7M | 40k | 67.04 | |
Genuine Parts Company (GPC) | 0.2 | $2.7M | 18k | 154.93 | |
Schlumberger (SLB) | 0.2 | $2.6M | 48k | 54.81 | |
Wal-Mart Stores (WMT) | 0.2 | $2.6M | 43k | 60.17 | |
Invesco Qqq Trust Etf (QQQ) | 0.2 | $2.6M | 5.8k | 444.03 | |
Health Care Select Spdr Etf (XLV) | 0.2 | $2.4M | 16k | 147.73 | |
Ishares Russell 1000 Value Etf (IWD) | 0.2 | $2.4M | 13k | 179.11 | |
Merck & Co (MRK) | 0.2 | $2.4M | 18k | 131.95 | |
S&p Global (SPGI) | 0.2 | $2.3M | 5.4k | 425.45 | |
Schwab Government Money Ultra Caus (SGUXX) | 0.2 | $2.2M | 2.2M | 1.00 | |
Broadcom (AVGO) | 0.2 | $1.9M | 1.4k | 1325.41 | |
1/100 Berkshire Htwy Cla 100 | 0.2 | $1.9M | 3.00 | 634440.00 | |
Vanguard Ftse All-world Ex-us Etf (VEU) | 0.2 | $1.9M | 32k | 58.65 | |
General Electric (GE) | 0.2 | $1.9M | 11k | 175.54 | |
Dover Corporation (DOV) | 0.1 | $1.9M | 11k | 177.19 | |
Cintas Corporation (CTAS) | 0.1 | $1.8M | 2.6k | 687.03 | |
Financials Select Spdr Etf (XLF) | 0.1 | $1.7M | 41k | 42.12 | |
At&t (T) | 0.1 | $1.7M | 96k | 17.60 | |
NVIDIA Corporation (NVDA) | 0.1 | $1.7M | 1.9k | 903.56 | |
Schwab Value Advantage Tax Fre Caus (SWWXX) | 0.1 | $1.6M | 1.6M | 1.00 | |
Pimco Enhanced Short Maturity Etf (MINT) | 0.1 | $1.5M | 15k | 100.54 | |
Public Service Enterprise (PEG) | 0.1 | $1.5M | 22k | 66.78 | |
CSX Corporation (CSX) | 0.1 | $1.4M | 39k | 37.07 | |
Ishares Floating Rate Note Etf (FLOT) | 0.1 | $1.4M | 28k | 51.06 | |
Trane Technologies (TT) | 0.1 | $1.4M | 4.7k | 300.20 | |
Ishares Russell 1000 Growth Etf (IWF) | 0.1 | $1.4M | 4.1k | 337.05 | |
Bank of New York Mellon Corporation (BK) | 0.1 | $1.4M | 24k | 57.62 | |
Schwab Muni Money Fundvalue Ad Caus (SWTXX) | 0.1 | $1.3M | 1.3M | 1.00 | |
Consumer Discretionary Select Etf (XLY) | 0.1 | $1.2M | 6.6k | 183.89 | |
Spdr S&p Global Natural Resour Etf (GNR) | 0.1 | $1.2M | 21k | 57.93 | |
Cigna Corp (CI) | 0.1 | $1.2M | 3.3k | 363.19 | |
Wells Fargo & Company (WFC) | 0.1 | $1.2M | 20k | 57.96 | |
Thermo Fisher Scientific (TMO) | 0.1 | $1.1M | 2.0k | 581.22 | |
Vanguard Materials Etf (VAW) | 0.1 | $1.1M | 5.3k | 204.43 | |
Consumer Staples Select Spdr Etf (XLP) | 0.1 | $1.1M | 14k | 76.36 | |
Eli Lilly & Co. (LLY) | 0.1 | $1.0M | 1.3k | 778.07 | |
Ishares Short Term Corp Bd Etf (IGSB) | 0.1 | $1.0M | 20k | 51.28 | |
Alphabet Inc Class C cs (GOOG) | 0.1 | $1.0M | 6.8k | 152.26 | |
Ishares Russell Midcap Growth Etf (IWP) | 0.1 | $1.0M | 8.8k | 114.14 | |
Vanguard S&p 500 Etf (VOO) | 0.1 | $959k | 2.0k | 480.70 | |
Applied Industrial Technologies (AIT) | 0.1 | $906k | 4.6k | 197.55 | |
Union Pacific Corporation (UNP) | 0.1 | $904k | 3.7k | 245.96 | |
Visa (V) | 0.1 | $877k | 3.1k | 279.08 | |
Travelers Companies (TRV) | 0.1 | $872k | 3.8k | 230.14 | |
Industrials Select Spdr Etf (XLI) | 0.1 | $818k | 6.5k | 125.95 | |
Mondelez Int (MDLZ) | 0.1 | $790k | 11k | 70.00 | |
Altria (MO) | 0.1 | $772k | 18k | 43.62 | |
Ishares Msci Eafe Etf (EFA) | 0.1 | $772k | 9.7k | 79.86 | |
Energy Select Spdr Etf (XLE) | 0.1 | $749k | 7.9k | 94.41 | |
Fidelity Mmkt Premium Class Caus (FZDXX) | 0.1 | $723k | 723k | 1.00 | |
Dell Technologies (DELL) | 0.1 | $719k | 6.3k | 114.11 | |
Nestle Sa Cham Et Vevey eqfor (NSRGF) | 0.1 | $696k | 6.6k | 106.21 | |
Bank of America Corporation (BAC) | 0.1 | $688k | 18k | 37.92 | |
Ishares S&p Midcap Value Etf (IJJ) | 0.1 | $673k | 5.7k | 118.29 | |
Spdr S&p Midcap 400 Etf (MDY) | 0.1 | $663k | 1.2k | 556.40 | |
Philip Morris International (PM) | 0.1 | $663k | 7.2k | 91.61 | |
Ishares Select Dividend Etf (DVY) | 0.1 | $652k | 5.3k | 123.18 | |
UnitedHealth (UNH) | 0.1 | $634k | 1.3k | 494.70 | |
Duke Energy (DUK) | 0.1 | $630k | 6.5k | 96.70 | |
Albemarle Corporation (ALB) | 0.1 | $628k | 4.8k | 131.74 | |
Applied Materials (AMAT) | 0.0 | $624k | 3.0k | 206.24 | |
AFLAC Incorporated (AFL) | 0.0 | $623k | 7.3k | 85.86 | |
Wisdomtree Europe Hedged Eq Etf (HEDJ) | 0.0 | $622k | 13k | 48.30 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $620k | 5.8k | 106.20 | |
Clorox Company (CLX) | 0.0 | $612k | 4.0k | 153.11 | |
FMC Corporation (FMC) | 0.0 | $606k | 9.5k | 63.70 | |
United Parcel Service (UPS) | 0.0 | $604k | 4.1k | 148.63 | |
Wisdomtree Japan Hedged Eq Etf (DXJ) | 0.0 | $597k | 5.5k | 108.50 | |
Ishares Biotechnology Etf (IBB) | 0.0 | $583k | 4.2k | 137.22 | |
Schwab Us Dividend Equity Etf (SCHD) | 0.0 | $571k | 7.1k | 80.63 | |
Spdr Gold Trust Etf (GLD) | 0.0 | $566k | 2.8k | 205.72 | |
Vanguard Total Stock Mkt Etf (VTI) | 0.0 | $565k | 2.2k | 259.95 | |
Ishares Russell Midcap Etf (IWR) | 0.0 | $562k | 6.7k | 84.09 | |
AutoZone (AZO) | 0.0 | $555k | 176.00 | 3151.65 | |
Yum! Brands (YUM) | 0.0 | $549k | 4.0k | 138.65 | |
Ishares Gold Trust Etf (IAU) | 0.0 | $543k | 13k | 42.01 | |
CarMax (KMX) | 0.0 | $535k | 6.1k | 87.11 | |
Paychex (PAYX) | 0.0 | $520k | 4.2k | 122.80 | |
BP (BP) | 0.0 | $500k | 13k | 37.68 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $499k | 988.00 | 504.60 | |
Facebook Inc cl a (META) | 0.0 | $489k | 1.0k | 485.72 | |
Amgen (AMGN) | 0.0 | $481k | 1.7k | 284.32 | |
Ishares Us Technology Etf (IYW) | 0.0 | $474k | 3.5k | 135.07 | |
NewMarket Corporation (NEU) | 0.0 | $470k | 740.00 | 634.62 | |
Phillips 66 (PSX) | 0.0 | $454k | 2.8k | 163.34 | |
Ingersoll Rand (IR) | 0.0 | $443k | 4.7k | 94.95 | |
Autodesk (ADSK) | 0.0 | $436k | 1.7k | 260.42 | |
Marsh & McLennan Companies (MMC) | 0.0 | $411k | 2.0k | 205.98 | |
Spdr Djia Etf Trust Etf (DIA) | 0.0 | $406k | 1.0k | 397.74 | |
Vanguard Total World Etf (VT) | 0.0 | $403k | 3.6k | 110.50 | |
Hess (HES) | 0.0 | $402k | 2.6k | 152.67 | |
Vanguard Inter Term Corp Bd Et Etf (VCIT) | 0.0 | $395k | 4.9k | 80.51 | |
Vanguard Mid Cap Growth Etf (VOT) | 0.0 | $392k | 1.7k | 235.79 | |
Spdr S&p Dividend Etf Etf (SDY) | 0.0 | $391k | 3.0k | 131.23 | |
Dupont De Nemours (DD) | 0.0 | $389k | 5.1k | 76.67 | |
Itt (ITT) | 0.0 | $376k | 2.8k | 136.03 | |
MasterCard Incorporated (MA) | 0.0 | $366k | 760.00 | 481.79 | |
Vanguard Growth Index Etf (VUG) | 0.0 | $357k | 1.0k | 344.17 | |
Vanguard Small-cap Value Etf (VBR) | 0.0 | $356k | 1.9k | 191.88 | |
McKesson Corporation (MCK) | 0.0 | $352k | 656.00 | 536.85 | |
Acuity Brands (AYI) | 0.0 | $349k | 1.3k | 268.73 | |
Honeywell International (HON) | 0.0 | $333k | 1.6k | 205.22 | |
Novartis (NVS) | 0.0 | $329k | 3.4k | 96.73 | |
PPG Industries (PPG) | 0.0 | $324k | 2.2k | 144.91 | |
J.M. Smucker Company (SJM) | 0.0 | $315k | 2.5k | 125.87 | |
Hershey Company (HSY) | 0.0 | $314k | 1.6k | 194.50 | |
Vanguard Int Trm Bond Etf (BIV) | 0.0 | $303k | 4.0k | 75.40 | |
Novo Nordisk A/S (NVO) | 0.0 | $276k | 2.1k | 128.40 | |
General Mills (GIS) | 0.0 | $266k | 3.8k | 69.98 | |
Ishares Core Us Aggregate Bond Etf (AGG) | 0.0 | $265k | 2.7k | 97.94 | |
Vanguard Tax-exempt Bond Etf (VTEB) | 0.0 | $265k | 5.2k | 50.60 | |
Ishares National Muni Bond Etf Etf (MUB) | 0.0 | $264k | 2.5k | 107.60 | |
Invesco S&p 500 Eq Wt Etf (RSP) | 0.0 | $260k | 1.5k | 169.37 | |
Utilities Select Spdr Etf (XLU) | 0.0 | $252k | 3.8k | 65.65 | |
Cummins (CMI) | 0.0 | $250k | 850.00 | 294.53 | |
Vanguard Mid Cap Etf (VO) | 0.0 | $250k | 1.0k | 249.76 | |
Ishare Iboxx $ Invmt Grade Cor Etf (LQD) | 0.0 | $250k | 2.3k | 108.93 | |
Schwab Government Money Caus (SNVXX) | 0.0 | $249k | 249k | 1.00 | |
Ishares Russell 1000 Etf (IWB) | 0.0 | $245k | 849.00 | 288.03 | |
Ishares Core S&p Total Us Etf (ITOT) | 0.0 | $241k | 2.1k | 115.30 | |
Rbc Cad (RY) | 0.0 | $233k | 2.3k | 100.88 | |
Dow (DOW) | 0.0 | $232k | 4.0k | 57.94 | |
Ishares Russell 2000 Growth Etf (IWO) | 0.0 | $231k | 852.00 | 270.80 | |
Zimmer Holdings (ZBH) | 0.0 | $230k | 1.7k | 131.98 | |
Ishares Msci Emerging Mkts Etf (EEM) | 0.0 | $230k | 5.6k | 41.08 | |
Suno (SUN) | 0.0 | $229k | 3.8k | 60.29 | |
Northrop Grumman Corporation (NOC) | 0.0 | $227k | 475.00 | 478.66 | |
Amcor (AMCR) | 0.0 | $225k | 24k | 9.51 | |
Waste Management (WM) | 0.0 | $219k | 1.0k | 213.15 | |
Ishares Us Equity Factor Etf (LRGF) | 0.0 | $215k | 4.0k | 53.81 | |
Ishares Russell Midcap Value Etf (IWS) | 0.0 | $212k | 1.7k | 125.33 | |
Masco Corporation (MAS) | 0.0 | $209k | 2.7k | 78.88 | |
Ishares Russell 2000 Value Etf (IWN) | 0.0 | $201k | 1.3k | 158.81 | |
Schwab Us Treasury Money Inv Caus (SNSXX) | 0.0 | $33k | 33k | 1.00 | |
Grillit (GRLT) | 0.0 | $1.000000 | 10k | 0.00 |