Kanawha Capital Management as of June 30, 2024
Portfolio Holdings for Kanawha Capital Management
Kanawha Capital Management holds 229 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 7.6 | $97M | 216k | 446.95 | |
Apple (AAPL) | 5.6 | $72M | 341k | 210.62 | |
Lowe's Companies (LOW) | 3.0 | $39M | 176k | 220.46 | |
Ishares S&p 500 Etf (IVV) | 2.4 | $31M | 57k | 547.23 | |
Procter & Gamble Company (PG) | 2.4 | $31M | 186k | 164.92 | |
Berkshire Hathaway (BRK.B) | 2.4 | $30M | 75k | 406.80 | |
Oracle Corporation (ORCL) | 2.3 | $29M | 205k | 141.20 | |
Automatic Data Processing (ADP) | 2.2 | $28M | 118k | 238.69 | |
JPMorgan Chase & Co. (JPM) | 2.2 | $28M | 137k | 202.26 | |
Alphabet Inc Class A cs (GOOGL) | 2.2 | $28M | 152k | 182.15 | |
Schwab Treas Oblgs Money Fund Caus (SNOXX) | 2.0 | $26M | 26M | 1.00 | |
Abbvie (ABBV) | 2.0 | $26M | 149k | 171.52 | |
Ishares Core S&p Midcap Etf (IJH) | 1.8 | $24M | 401k | 58.52 | |
McDonald's Corporation (MCD) | 1.8 | $23M | 91k | 254.84 | |
Illinois Tool Works (ITW) | 1.7 | $22M | 92k | 236.96 | |
Pepsi (PEP) | 1.7 | $22M | 131k | 164.93 | |
Johnson & Johnson (JNJ) | 1.7 | $22M | 148k | 146.16 | |
Becton, Dickinson and (BDX) | 1.6 | $20M | 87k | 233.71 | |
Abbott Laboratories (ABT) | 1.5 | $19M | 186k | 103.91 | |
Chevron Corporation (CVX) | 1.4 | $18M | 115k | 156.42 | |
Vanguard Ftse Dev Markets Etf (VEA) | 1.4 | $18M | 358k | 49.42 | |
Qualcomm (QCOM) | 1.4 | $17M | 87k | 199.18 | |
Ecolab (ECL) | 1.3 | $17M | 71k | 238.00 | |
Exxon Mobil Corporation (XOM) | 1.3 | $17M | 147k | 115.12 | |
Raytheon Technologies Corp (RTX) | 1.3 | $17M | 167k | 100.39 | |
Target Corporation (TGT) | 1.3 | $16M | 109k | 148.04 | |
Ishares Russell 2000 Etf (IWM) | 1.2 | $15M | 76k | 202.89 | |
Cisco Systems (CSCO) | 1.2 | $15M | 314k | 47.51 | |
Chubb (CB) | 1.1 | $14M | 56k | 255.08 | |
Nike (NKE) | 1.1 | $14M | 182k | 75.37 | |
Schwab Value Advantage Money F Caus (SWVXX) | 1.1 | $14M | 14M | 1.00 | |
Costco Wholesale Corporation (COST) | 1.0 | $13M | 16k | 850.00 | |
Parker-Hannifin Corporation (PH) | 1.0 | $13M | 26k | 505.81 | |
Norfolk Southern (NSC) | 1.0 | $12M | 57k | 214.69 | |
Air Products & Chemicals (APD) | 0.9 | $12M | 47k | 258.05 | |
Coca-Cola Company (KO) | 0.9 | $12M | 183k | 63.65 | |
International Business Machines (IBM) | 0.8 | $11M | 61k | 172.95 | |
Truist Financial Corp equities (TFC) | 0.8 | $10M | 265k | 38.85 | |
Amazon (AMZN) | 0.8 | $10M | 53k | 193.25 | |
Home Depot (HD) | 0.8 | $10M | 29k | 344.24 | |
Caterpillar (CAT) | 0.8 | $9.9M | 30k | 333.10 | |
Dominion Resources (D) | 0.8 | $9.7M | 199k | 49.00 | |
Amphenol Corporation (APH) | 0.8 | $9.6M | 143k | 67.37 | |
Emerson Electric (EMR) | 0.7 | $9.3M | 84k | 110.16 | |
Verizon Communications (VZ) | 0.7 | $9.2M | 224k | 41.24 | |
Medtronic (MDT) | 0.7 | $9.2M | 117k | 78.71 | |
U.S. Bancorp (USB) | 0.7 | $8.7M | 220k | 39.70 | |
Southern Company (SO) | 0.7 | $8.7M | 112k | 77.57 | |
Carrier Global Corporation (CARR) | 0.7 | $8.4M | 134k | 63.08 | |
Schwab Amt Tax-free Money Ultr Caus (SCTXX) | 0.6 | $8.0M | 8.0M | 1.00 | |
Technology Select Spdr Etf (XLK) | 0.6 | $7.8M | 35k | 226.23 | |
Pfizer (PFE) | 0.6 | $7.6M | 270k | 27.98 | |
Colgate-Palmolive Company (CL) | 0.6 | $7.5M | 77k | 97.04 | |
3M Company (MMM) | 0.5 | $6.9M | 68k | 102.19 | |
Vanguard Real Estate Etf (VNQ) | 0.5 | $6.6M | 79k | 83.76 | |
Vanguard Short-term Bond Etf (BSV) | 0.5 | $6.1M | 80k | 76.70 | |
Deere & Company (DE) | 0.5 | $6.0M | 16k | 373.63 | |
Northern Trust Corporation (NTRS) | 0.5 | $6.0M | 71k | 83.98 | |
Intel Corporation (INTC) | 0.5 | $5.9M | 190k | 30.97 | |
Xylem (XYL) | 0.4 | $5.7M | 42k | 135.63 | |
Kimberly-Clark Corporation (KMB) | 0.4 | $5.7M | 41k | 138.20 | |
Walt Disney Company (DIS) | 0.4 | $5.6M | 57k | 99.29 | |
Capital One Financial (COF) | 0.4 | $5.6M | 40k | 138.45 | |
SPDR S&P 500 Etf (SPY) | 0.4 | $5.4M | 10k | 544.21 | |
Vanguard Ftse Emerging Mkts Etf (VWO) | 0.4 | $5.4M | 123k | 43.76 | |
Nasdaq Omx (NDAQ) | 0.4 | $5.1M | 84k | 60.26 | |
Otis Worldwide Corp (OTIS) | 0.4 | $4.7M | 49k | 96.26 | |
ConocoPhillips (COP) | 0.3 | $4.5M | 39k | 114.38 | |
Texas Instruments Incorporated (TXN) | 0.3 | $4.3M | 22k | 194.53 | |
MetLife (MET) | 0.3 | $4.2M | 60k | 70.19 | |
Spdr Portfolio S&p 500 Etf (SPLG) | 0.3 | $4.2M | 65k | 64.00 | |
BlackRock (BLK) | 0.3 | $3.8M | 4.8k | 787.24 | |
Broadcom (AVGO) | 0.3 | $3.7M | 2.3k | 1605.53 | |
American Express Company (AXP) | 0.3 | $3.5M | 15k | 231.54 | |
Ishares Core Msci Eafe Etf (IEFA) | 0.3 | $3.4M | 47k | 72.64 | |
S&p Global (SPGI) | 0.3 | $3.4M | 7.6k | 446.00 | |
Schwab Treas Oblgs Mny Fd Ultr Caus (SCOXX) | 0.3 | $3.4M | 3.4M | 1.00 | |
Ishares Core S&p Small Cap Etf (IJR) | 0.3 | $3.2M | 30k | 106.66 | |
Vanguard Russell 1000 Value Etf (VONV) | 0.3 | $3.2M | 42k | 76.57 | |
Wal-Mart Stores (WMT) | 0.2 | $3.2M | 47k | 67.71 | |
Unilever (UL) | 0.2 | $3.1M | 56k | 54.99 | |
Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.2 | $3.0M | 42k | 72.18 | |
NVIDIA Corporation (NVDA) | 0.2 | $2.8M | 23k | 123.54 | |
Merck & Co (MRK) | 0.2 | $2.8M | 22k | 123.80 | |
Kenvue (KVUE) | 0.2 | $2.8M | 152k | 18.18 | |
Invesco Qqq Trust Etf (QQQ) | 0.2 | $2.7M | 5.7k | 479.14 | |
Accenture (ACN) | 0.2 | $2.7M | 8.9k | 303.41 | |
Schlumberger (SLB) | 0.2 | $2.5M | 54k | 47.18 | |
Genuine Parts Company (GPC) | 0.2 | $2.4M | 18k | 138.32 | |
Schwab Value Advantage Tax Fre Caus (SWWXX) | 0.2 | $2.4M | 2.4M | 1.00 | |
Ishares Russell 1000 Value Etf (IWD) | 0.2 | $2.4M | 14k | 174.47 | |
Health Care Select Spdr Etf (XLV) | 0.2 | $2.3M | 16k | 145.75 | |
At&t (T) | 0.2 | $1.9M | 101k | 19.11 | |
Vanguard Ftse All-world Ex-us Etf (VEU) | 0.1 | $1.9M | 33k | 58.64 | |
Eli Lilly & Co. (LLY) | 0.1 | $1.9M | 2.1k | 905.28 | |
Public Service Enterprise (PEG) | 0.1 | $1.9M | 26k | 73.70 | |
1/100 Berkshire Htwy Cla 100 | 0.1 | $1.8M | 3.00 | 612241.00 | |
Dover Corporation (DOV) | 0.1 | $1.8M | 10k | 180.45 | |
Cintas Corporation (CTAS) | 0.1 | $1.8M | 2.6k | 700.26 | |
General Electric (GE) | 0.1 | $1.8M | 11k | 158.98 | |
Ishares Russell Midcap Growth Etf (IWP) | 0.1 | $1.8M | 16k | 110.35 | |
Financials Select Spdr Etf (XLF) | 0.1 | $1.6M | 39k | 41.11 | |
Bristol Myers Squibb (BMY) | 0.1 | $1.6M | 39k | 41.53 | |
Fidelity Mmkt Premium Class Caus (FZDXX) | 0.1 | $1.6M | 1.6M | 1.00 | |
CVS Caremark Corporation (CVS) | 0.1 | $1.5M | 26k | 59.06 | |
Trane Technologies (TT) | 0.1 | $1.5M | 4.6k | 328.93 | |
Ishares Russell 1000 Growth Etf (IWF) | 0.1 | $1.5M | 4.1k | 364.51 | |
Pimco Enhanced Short Maturity Etf (MINT) | 0.1 | $1.5M | 15k | 100.65 | |
Alphabet Inc Class C cs (GOOG) | 0.1 | $1.4M | 7.9k | 183.42 | |
Ishares Floating Rate Note Etf (FLOT) | 0.1 | $1.4M | 27k | 51.09 | |
Bank of New York Mellon Corporation (BK) | 0.1 | $1.4M | 23k | 59.89 | |
Schwab Muni Money Fundvalue Ad Caus (SWTXX) | 0.1 | $1.3M | 1.3M | 1.00 | |
CSX Corporation (CSX) | 0.1 | $1.3M | 39k | 33.45 | |
Schwab Us Dividend Equity Etf (SCHD) | 0.1 | $1.3M | 17k | 77.76 | |
Schwab Government Money Ultra Caus (SGUXX) | 0.1 | $1.2M | 1.2M | 1.00 | |
Consumer Discretionary Select Etf (XLY) | 0.1 | $1.2M | 6.5k | 182.40 | |
Thermo Fisher Scientific (TMO) | 0.1 | $1.1M | 2.1k | 553.01 | |
Wells Fargo & Company (WFC) | 0.1 | $1.1M | 19k | 59.39 | |
Spdr S&p Global Natural Resour Etf (GNR) | 0.1 | $1.1M | 20k | 55.85 | |
Dell Technologies (DELL) | 0.1 | $1.1M | 7.8k | 137.92 | |
Consumer Staples Select Spdr Etf (XLP) | 0.1 | $1.1M | 14k | 76.58 | |
Vanguard Materials Etf (VAW) | 0.1 | $1.0M | 5.2k | 192.63 | |
Vanguard S&p 500 Etf (VOO) | 0.1 | $1.0M | 2.0k | 500.13 | |
Ishares Short Term Corp Bd Etf (IGSB) | 0.1 | $998k | 20k | 51.24 | |
Cigna Corp (CI) | 0.1 | $983k | 3.0k | 330.57 | |
Ishares Biotechnology Etf (IBB) | 0.1 | $954k | 7.0k | 137.26 | |
Union Pacific Corporation (UNP) | 0.1 | $929k | 4.1k | 226.28 | |
Visa (V) | 0.1 | $909k | 3.5k | 262.50 | |
Altria (MO) | 0.1 | $897k | 20k | 45.55 | |
Applied Industrial Technologies (AIT) | 0.1 | $890k | 4.6k | 194.00 | |
Ishares Gold Trust Etf (IAU) | 0.1 | $874k | 20k | 43.93 | |
Philip Morris International (PM) | 0.1 | $861k | 8.5k | 101.33 | |
Mondelez Int (MDLZ) | 0.1 | $859k | 13k | 65.44 | |
Applied Materials (AMAT) | 0.1 | $837k | 3.5k | 236.00 | |
Ishares Msci Eafe Etf (EFA) | 0.1 | $801k | 10k | 78.33 | |
Travelers Companies (TRV) | 0.1 | $768k | 3.8k | 203.34 | |
Industrials Select Spdr Etf (XLI) | 0.1 | $755k | 6.2k | 121.88 | |
UnitedHealth (UNH) | 0.1 | $748k | 1.5k | 509.26 | |
Bank of America Corporation (BAC) | 0.1 | $729k | 18k | 39.77 | |
United Parcel Service (UPS) | 0.1 | $727k | 5.3k | 136.85 | |
Energy Select Spdr Etf (XLE) | 0.1 | $717k | 7.9k | 91.15 | |
Ishares Select Dividend Etf (DVY) | 0.1 | $679k | 5.6k | 120.98 | |
Spdr Gold Trust Etf (GLD) | 0.1 | $678k | 3.2k | 215.01 | |
Vanguard Mid Cap Growth Etf (VOT) | 0.1 | $670k | 2.9k | 229.56 | |
Nestle Sa Cham Et Vevey eqfor (NSRGF) | 0.1 | $669k | 6.6k | 102.06 | |
Spdr S&p Midcap 400 Etf (MDY) | 0.1 | $665k | 1.2k | 535.08 | |
Duke Energy (DUK) | 0.1 | $651k | 6.5k | 100.23 | |
Ishares S&p Midcap Value Etf (IJJ) | 0.0 | $631k | 5.6k | 113.46 | |
CarMax (KMX) | 0.0 | $627k | 8.5k | 73.34 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $622k | 6.1k | 102.45 | |
Wisdomtree Japan Hedged Eq Etf (DXJ) | 0.0 | $621k | 5.5k | 112.82 | |
Schwab Value Advantage Ultra S Caus (SNAXX) | 0.0 | $617k | 617k | 1.00 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $611k | 1.1k | 555.54 | |
Vanguard Total Stock Mkt Etf (VTI) | 0.0 | $592k | 2.2k | 267.56 | |
Wisdomtree Europe Hedged Eq Etf (HEDJ) | 0.0 | $582k | 13k | 45.21 | |
AFLAC Incorporated (AFL) | 0.0 | $566k | 6.3k | 89.30 | |
Ishares Russell Midcap Etf (IWR) | 0.0 | $558k | 6.9k | 81.08 | |
Facebook Inc cl a (META) | 0.0 | $552k | 1.1k | 504.04 | |
Clorox Company (CLX) | 0.0 | $546k | 4.0k | 136.47 | |
Ishares Us Technology Etf (IYW) | 0.0 | $529k | 3.5k | 150.51 | |
AutoZone (AZO) | 0.0 | $522k | 176.00 | 2964.10 | |
Yum! Brands (YUM) | 0.0 | $518k | 3.9k | 132.46 | |
Dupont De Nemours (DD) | 0.0 | $508k | 6.3k | 80.49 | |
Paychex (PAYX) | 0.0 | $499k | 4.2k | 118.56 | |
FMC Corporation (FMC) | 0.0 | $486k | 8.4k | 57.55 | |
Ge Vernova (GEV) | 0.0 | $480k | 2.8k | 171.49 | |
BP (BP) | 0.0 | $476k | 13k | 36.10 | |
Ingersoll Rand (IR) | 0.0 | $452k | 5.0k | 90.84 | |
MasterCard Incorporated (MA) | 0.0 | $429k | 973.00 | 441.25 | |
Ishares Russell Midcap Value Etf (IWS) | 0.0 | $428k | 3.5k | 120.74 | |
Albemarle Corporation (ALB) | 0.0 | $427k | 4.5k | 95.52 | |
Marsh & McLennan Companies (MMC) | 0.0 | $422k | 2.0k | 210.72 | |
Itt (ITT) | 0.0 | $422k | 3.3k | 129.18 | |
Phillips 66 (PSX) | 0.0 | $421k | 3.0k | 141.17 | |
Moody's Corporation (MCO) | 0.0 | $421k | 1.0k | 420.93 | |
Autodesk (ADSK) | 0.0 | $414k | 1.7k | 247.45 | |
Vanguard Total World Etf (VT) | 0.0 | $411k | 3.6k | 112.63 | |
Spdr Djia Etf Trust Etf (DIA) | 0.0 | $399k | 1.0k | 391.11 | |
McKesson Corporation (MCK) | 0.0 | $399k | 682.00 | 584.39 | |
Vanguard Inter Term Corp Bd Et Etf (VCIT) | 0.0 | $384k | 4.8k | 79.94 | |
Vanguard Growth Index Etf (VUG) | 0.0 | $384k | 1.0k | 373.97 | |
NewMarket Corporation (NEU) | 0.0 | $382k | 740.00 | 515.57 | |
Solventum Corp (SOLV) | 0.0 | $379k | 7.2k | 52.88 | |
Spdr S&p Dividend Etf Etf (SDY) | 0.0 | $371k | 2.9k | 127.17 | |
Hess (HES) | 0.0 | $370k | 2.5k | 147.52 | |
Novartis (NVS) | 0.0 | $363k | 3.4k | 106.46 | |
Ishares Core S&p Total Us Etf (ITOT) | 0.0 | $356k | 3.0k | 118.78 | |
Honeywell International (HON) | 0.0 | $347k | 1.6k | 213.51 | |
J.M. Smucker Company (SJM) | 0.0 | $327k | 3.0k | 109.04 | |
Vanguard High Div Yield Etf Etf (VYM) | 0.0 | $322k | 2.7k | 118.61 | |
Advanced Micro Devices (AMD) | 0.0 | $317k | 2.0k | 162.21 | |
Acuity Brands (AYI) | 0.0 | $314k | 1.3k | 241.44 | |
Vanguard Int Trm Bond Etf (BIV) | 0.0 | $312k | 4.2k | 74.89 | |
Novo Nordisk A/S (NVO) | 0.0 | $307k | 2.1k | 142.74 | |
Vanguard Small-cap Value Etf (VBR) | 0.0 | $301k | 1.7k | 182.52 | |
Hershey Company (HSY) | 0.0 | $297k | 1.6k | 183.83 | |
PPG Industries (PPG) | 0.0 | $281k | 2.2k | 125.89 | |
Amgen (AMGN) | 0.0 | $278k | 891.00 | 312.45 | |
Vaneck Semiconductor Etf (SMH) | 0.0 | $266k | 1.0k | 260.70 | |
Schwab Government Money Caus (SNVXX) | 0.0 | $266k | 266k | 1.00 | |
Vanguard Mid Cap Etf (VO) | 0.0 | $265k | 1.1k | 242.01 | |
Ishares Core Us Aggregate Bond Etf (AGG) | 0.0 | $263k | 2.7k | 97.07 | |
Vanguard Tax-exempt Bond Etf (VTEB) | 0.0 | $262k | 5.2k | 50.11 | |
Utilities Select Spdr Etf (XLU) | 0.0 | $262k | 3.8k | 68.14 | |
PNC Financial Services (PNC) | 0.0 | $255k | 1.6k | 155.48 | |
Nxp Semiconductors N V (NXPI) | 0.0 | $253k | 940.00 | 269.20 | |
Ishares Russell 1000 Etf (IWB) | 0.0 | $253k | 849.00 | 297.54 | |
Waste Management (WM) | 0.0 | $252k | 1.2k | 213.34 | |
Invesco S&p 500 Eq Wt Etf (RSP) | 0.0 | $249k | 1.5k | 164.28 | |
Ishare Iboxx $ Invmt Grade Cor Etf (LQD) | 0.0 | $249k | 2.3k | 107.11 | |
Taiwan Semiconductor Mfg (TSM) | 0.0 | $245k | 1.4k | 173.81 | |
Rbc Cad (RY) | 0.0 | $245k | 2.3k | 106.38 | |
Ishares Msci Emerging Mkts Etf (EEM) | 0.0 | $238k | 5.6k | 42.59 | |
Zimmer Holdings (ZBH) | 0.0 | $236k | 2.2k | 108.53 | |
Cummins (CMI) | 0.0 | $236k | 853.00 | 276.91 | |
Dow (DOW) | 0.0 | $232k | 4.4k | 53.05 | |
Amcor (AMCR) | 0.0 | $230k | 24k | 9.78 | |
Corteva (CTVA) | 0.0 | $224k | 4.2k | 53.94 | |
Ishares Russell 2000 Growth Etf (IWO) | 0.0 | $224k | 852.00 | 262.53 | |
Ishares Us Equity Factor Etf (LRGF) | 0.0 | $223k | 4.0k | 55.69 | |
McCormick & Company, Incorporated (MKC) | 0.0 | $215k | 3.0k | 70.94 | |
Suno (SUN) | 0.0 | $215k | 3.8k | 56.54 | |
Northrop Grumman Corporation (NOC) | 0.0 | $214k | 491.00 | 435.95 | |
General Mills (GIS) | 0.0 | $214k | 3.4k | 63.27 | |
Ishares Russell 2000 Value Etf (IWN) | 0.0 | $206k | 1.4k | 152.30 | |
Intuitive Surgical (ISRG) | 0.0 | $204k | 459.00 | 444.85 | |
Morgan Stanley (MS) | 0.0 | $200k | 2.1k | 97.20 | |
Schwab Us Treasury Money Inv Caus (SNSXX) | 0.0 | $33k | 33k | 1.00 | |
Grillit (GRLT) | 0.0 | $2.000000 | 10k | 0.00 |