Kanawha Capital Management

Kanawha Capital Management as of Dec. 31, 2025

Portfolio Holdings for Kanawha Capital Management

Kanawha Capital Management holds 221 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 6.6 $97M 200k 483.62
Apple (AAPL) 5.9 $85M 314k 271.86
Alphabet Cap Stk Cl A (GOOGL) 3.4 $50M 159k 313.00
JPMorgan Chase & Co. (JPM) 3.0 $44M 136k 322.22
Lowe's Companies (LOW) 2.8 $41M 169k 241.16
Oracle Corporation (ORCL) 2.5 $37M 189k 194.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.5 $37M 73k 502.65
Ishares Tr Core S&p500 Etf (IVV) 2.5 $36M 53k 684.94
Abbvie (ABBV) 2.2 $33M 142k 228.49
Raytheon Technologies Corp (RTX) 2.2 $31M 170k 183.40
Johnson & Johnson (JNJ) 2.1 $31M 149k 206.95
Automatic Data Processing (ADP) 2.0 $29M 113k 257.23
Ishares Tr Core S&p Mcp Etf (IJH) 1.8 $26M 400k 66.00
Procter & Gamble Company (PG) 1.8 $26M 183k 143.31
McDonald's Corporation (MCD) 1.7 $25M 82k 305.63
Cisco Systems (CSCO) 1.6 $24M 309k 77.03
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.6 $23M 373k 62.47
Amphenol Corp Cl A (APH) 1.6 $23M 169k 135.14
Abbott Laboratories (ABT) 1.5 $23M 179k 125.29
Illinois Tool Works (ITW) 1.5 $22M 88k 246.30
Parker-Hannifin Corporation (PH) 1.5 $21M 24k 878.96
Ecolab (ECL) 1.3 $19M 74k 262.52
International Business Machines (IBM) 1.3 $19M 65k 296.21
Chubb (CB) 1.3 $19M 60k 312.12
Amazon (AMZN) 1.2 $18M 78k 230.82
Pepsi (PEP) 1.2 $18M 125k 143.52
Ishares Tr Russell 2000 Etf (IWM) 1.2 $18M 72k 246.16
Exxon Mobil Corporation (XOM) 1.2 $17M 144k 120.34
Chevron Corporation (CVX) 1.2 $17M 114k 152.41
Costco Wholesale Corporation (COST) 1.1 $17M 19k 862.32
Caterpillar (CAT) 1.1 $16M 28k 572.88
Norfolk Southern (NSC) 1.0 $15M 50k 288.72
Qualcomm (QCOM) 1.0 $15M 85k 171.05
Becton, Dickinson and (BDX) 0.9 $13M 69k 194.07
Dominion Resources (D) 0.9 $13M 224k 58.59
Us Bancorp Del Com New (USB) 0.9 $13M 243k 53.36
Coca-Cola Company (KO) 0.9 $13M 181k 69.91
Medtronic SHS (MDT) 0.8 $12M 128k 96.06
Air Products & Chemicals (APD) 0.8 $12M 47k 247.02
Southern Company (SO) 0.8 $11M 129k 87.20
Nike CL B (NKE) 0.8 $11M 176k 63.71
NVIDIA Corporation (NVDA) 0.8 $11M 59k 186.50
3M Company (MMM) 0.7 $11M 66k 160.10
Verizon Communications (VZ) 0.7 $10M 254k 40.73
Broadcom (AVGO) 0.7 $9.9M 29k 346.10
Select Sector Spdr Tr State Street Tec (XLK) 0.7 $9.7M 68k 143.97
Emerson Electric (EMR) 0.7 $9.6M 72k 132.72
Capital One Financial (COF) 0.7 $9.5M 39k 242.36
Home Depot (HD) 0.6 $9.2M 27k 344.10
Truist Financial Corp equities (TFC) 0.6 $9.0M 183k 49.21
AFLAC Incorporated (AFL) 0.6 $8.4M 77k 110.27
S&p Global (SPGI) 0.6 $8.4M 16k 522.59
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $8.3M 12k 681.89
Nasdaq Omx (NDAQ) 0.6 $8.0M 82k 97.13
Wal-Mart Stores (WMT) 0.5 $7.8M 70k 111.41
Target Corporation (TGT) 0.5 $7.6M 78k 97.75
Carrier Global Corporation (CARR) 0.5 $7.3M 138k 52.84
Eli Lilly & Co. (LLY) 0.5 $7.1M 6.7k 1074.70
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $7.0M 80k 88.49
Blackrock (BLK) 0.5 $6.9M 6.5k 1070.28
Pfizer (PFE) 0.5 $6.6M 265k 24.90
Deere & Company (DE) 0.4 $6.4M 14k 465.57
American Express Company (AXP) 0.4 $6.2M 17k 369.96
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $6.1M 113k 53.76
Colgate-Palmolive Company (CL) 0.4 $5.9M 74k 79.02
Walt Disney Company (DIS) 0.4 $5.8M 51k 113.77
Spdr Series Trust State Street Spd (SPYM) 0.4 $5.8M 72k 80.22
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $5.6M 71k 78.81
Xylem (XYL) 0.4 $5.5M 41k 136.18
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.4 $5.4M 59k 92.30
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $4.8M 40k 120.18
Genuine Parts Company (GPC) 0.3 $4.6M 37k 122.96
Northern Trust Corporation (NTRS) 0.3 $4.5M 33k 136.59
MetLife (MET) 0.3 $4.5M 57k 78.94
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $4.1M 6.6k 614.32
Otis Worldwide Corp (OTIS) 0.3 $3.8M 44k 87.35
ConocoPhillips (COP) 0.3 $3.6M 39k 93.61
Ishares Tr Core Msci Eafe (IEFA) 0.2 $3.4M 38k 89.46
Kimberly-Clark Corporation (KMB) 0.2 $3.2M 32k 100.89
Ge Aerospace Com New (GE) 0.2 $3.2M 10k 308.02
At&t (T) 0.2 $2.9M 118k 24.84
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $2.7M 13k 210.34
Unilever Spon Adr New (UL) 0.2 $2.6M 40k 65.40
Bank of New York Mellon Corporation (BK) 0.2 $2.5M 22k 116.09
Bristol Myers Squibb (BMY) 0.2 $2.4M 45k 53.94
Alphabet Cap Stk Cl C (GOOG) 0.2 $2.4M 7.8k 313.80
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $2.4M 32k 73.56
Select Sector Spdr Tr State Street Hea (XLV) 0.2 $2.4M 15k 154.80
Accenture Plc Ireland Shs Class A (ACN) 0.2 $2.3M 8.8k 268.30
Shell Spon Ads (SHEL) 0.2 $2.3M 32k 73.48
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $2.3M 3.00 754800.00
Select Sector Spdr Tr State Street Fin (XLF) 0.2 $2.2M 40k 54.77
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $2.2M 16k 136.94
Ishares Gold Tr Ishares New (IAU) 0.1 $2.0M 25k 81.17
Cintas Corporation (CTAS) 0.1 $1.9M 10k 188.07
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.9M 4.0k 473.30
Trane Technologies SHS (TT) 0.1 $1.8M 4.7k 389.20
Public Service Enterprise (PEG) 0.1 $1.8M 22k 80.30
CSX Corporation (CSX) 0.1 $1.7M 46k 36.25
Kenvue (KVUE) 0.1 $1.6M 95k 17.25
Ishares Tr Ishares Biotech (IBB) 0.1 $1.6M 9.4k 168.77
Dover Corporation (DOV) 0.1 $1.6M 8.0k 195.24
Merck & Co (MRK) 0.1 $1.5M 14k 105.26
Texas Instruments Incorporated (TXN) 0.1 $1.5M 8.5k 173.49
Ge Vernova (GEV) 0.1 $1.4M 2.2k 653.57
Select Sector Spdr Tr State Street Con (XLY) 0.1 $1.4M 12k 119.41
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.4M 3.6k 396.31
Wells Fargo & Company (WFC) 0.1 $1.4M 15k 93.20
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $1.3M 26k 50.86
UnitedHealth (UNH) 0.1 $1.3M 4.0k 330.11
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.3M 2.1k 627.13
Philip Morris International (PM) 0.1 $1.2M 7.7k 160.39
Visa Com Cl A (V) 0.1 $1.2M 3.4k 350.68
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.1M 42k 27.43
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.1 $1.1M 18k 62.14
Altria (MO) 0.1 $1.1M 20k 57.66
Bank of America Corporation (BAC) 0.1 $1.1M 20k 55.00
Thermo Fisher Scientific (TMO) 0.1 $1.1M 1.9k 579.45
Travelers Companies (TRV) 0.1 $1.1M 3.7k 290.06
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.0M 11k 96.03
Union Pacific Corporation (UNP) 0.1 $1.0M 4.5k 231.31
Select Sector Spdr Tr State Street Con (XLP) 0.1 $1.0M 13k 77.68
Vanguard World Materials Etf (VAW) 0.1 $1.0M 5.0k 207.55
TowneBank (TOWN) 0.1 $1.0M 31k 33.37
Charles Schwab Corporation (SCHW) 0.1 $1.0M 10k 99.91
Ishares Tr Select Divid Etf (DVY) 0.1 $1.0M 7.2k 141.15
SLB Com Stk (SLB) 0.1 $1.0M 26k 38.38
Intel Corporation (INTC) 0.1 $1.0M 27k 36.90
Duke Energy Corp Com New (DUK) 0.1 $993k 8.5k 117.21
Blackrock Etf Trust Ii Ishares Short-te (CALI) 0.1 $959k 19k 50.46
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $957k 18k 52.88
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $930k 6.0k 155.12
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $909k 9.1k 100.34
Applied Materials (AMAT) 0.1 $892k 3.5k 256.99
Applied Industrial Technologies (AIT) 0.1 $864k 3.4k 256.77
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $848k 8.8k 96.27
Cigna Corp (CI) 0.1 $812k 3.0k 275.23
Dell Technologies CL C (DELL) 0.1 $775k 6.2k 125.89
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $772k 2.8k 279.14
Meta Platforms Cl A (META) 0.1 $743k 1.1k 659.92
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $721k 2.2k 335.27
Select Sector Spdr Tr State Street Ene (XLE) 0.0 $699k 16k 44.71
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $665k 5.1k 131.59
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $655k 1.1k 603.28
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $641k 8.2k 77.88
Amgen (AMGN) 0.0 $638k 1.9k 327.31
AutoZone (AZO) 0.0 $597k 176.00 3391.50
Yum! Brands (YUM) 0.0 $584k 3.9k 151.28
Mondelez Intl Cl A (MDLZ) 0.0 $575k 11k 53.83
Paychex (PAYX) 0.0 $556k 5.0k 112.18
United Parcel Service CL B (UPS) 0.0 $552k 5.6k 99.19
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.0 $548k 3.8k 144.16
Ishares Tr U.s. Tech Etf (IYW) 0.0 $539k 2.7k 199.66
Boeing Company (BA) 0.0 $517k 2.4k 217.12
McKesson Corporation (MCK) 0.0 $505k 615.00 820.84
Mastercard Incorporated Cl A (MA) 0.0 $496k 869.00 570.79
Autodesk (ADSK) 0.0 $496k 1.7k 296.01
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $490k 3.5k 141.06
Goldman Sachs Physical Gold Unit (AAAU) 0.0 $489k 12k 42.55
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $488k 1.0k 480.54
Itt (ITT) 0.0 $474k 2.7k 173.51
NewMarket Corporation (NEU) 0.0 $471k 685.00 687.26
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.0 $462k 8.7k 53.06
Novartis Sponsored Adr (NVS) 0.0 $454k 3.3k 137.87
Advanced Micro Devices (AMD) 0.0 $435k 2.0k 214.16
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $419k 1.3k 323.01
Acuity Brands (AYI) 0.0 $405k 1.1k 360.04
Spdr Series Trust State Street Spd (SDY) 0.0 $390k 2.8k 139.14
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $389k 2.8k 141.05
Phillips 66 (PSX) 0.0 $387k 3.0k 129.04
Rbc Cad (RY) 0.0 $386k 2.3k 170.49
Clorox Company (CLX) 0.0 $383k 3.8k 100.83
Ingersoll Rand (IR) 0.0 $376k 4.7k 79.22
Cummins (CMI) 0.0 $370k 724.00 510.78
Adobe Systems Incorporated (ADBE) 0.0 $363k 1.0k 349.99
BP Sponsored Adr (BP) 0.0 $362k 10k 34.73
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $354k 2.5k 143.53
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $350k 971.00 360.13
Select Sector Spdr Tr State Street Uti (XLU) 0.0 $350k 8.2k 42.69
Constellation Energy (CEG) 0.0 $349k 987.00 353.33
Morgan Stanley Com New (MS) 0.0 $340k 1.9k 177.51
Ishares Tr Rus 1000 Etf (IWB) 0.0 $322k 863.00 373.44
Netflix (NFLX) 0.0 $321k 3.4k 93.76
Vanguard World Comm Srvc Etf (VOX) 0.0 $317k 1.6k 193.63
Tesla Motors (TSLA) 0.0 $313k 696.00 449.72
Eaton Corp SHS (ETN) 0.0 $312k 980.00 318.50
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $309k 2.1k 148.69
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $302k 995.00 303.89
Kroger (KR) 0.0 $300k 4.8k 62.49
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $296k 5.4k 54.71
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $292k 1.6k 181.21
American Electric Power Company (AEP) 0.0 $292k 2.5k 115.32
Northrop Grumman Corporation (NOC) 0.0 $291k 511.00 570.21
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $282k 1.5k 191.56
Albemarle Corporation (ALB) 0.0 $281k 2.0k 141.44
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $280k 965.00 290.09
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $278k 1.0k 275.39
Ishares Tr U S Equity Factr (LRGF) 0.0 $277k 4.0k 69.43
Vanguard Index Fds Growth Etf (VUG) 0.0 $270k 554.00 487.68
Select Sector Spdr Tr State Street Com (XLC) 0.0 $267k 2.3k 117.72
Qnity Electronics Common Stock (Q) 0.0 $259k 3.2k 81.65
CVS Caremark Corporation (CVS) 0.0 $248k 3.1k 79.36
Vanguard Index Fds Large Cap Etf (VV) 0.0 $246k 782.00 314.80
Smucker J M Com New (SJM) 0.0 $245k 2.5k 97.81
Bwx Technologies (BWXT) 0.0 $244k 1.4k 172.78
Honeywell International (HON) 0.0 $243k 1.2k 195.12
Ishares Tr Global Tech Etf (IXN) 0.0 $242k 2.3k 105.00
Ishares Tr National Mun Etf (MUB) 0.0 $237k 2.2k 107.11
Hershey Company (HSY) 0.0 $237k 1.3k 181.98
Welltower Inc Com reit (WELL) 0.0 $234k 1.3k 185.61
Solstice Advanced Matls Com Shs (SOLS) 0.0 $231k 4.8k 48.58
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $229k 4.5k 50.29
Waste Management (WM) 0.0 $227k 1.0k 219.71
Intuitive Surgical Com New (ISRG) 0.0 $225k 398.00 566.36
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $217k 2.6k 83.75
Enterprise Products Partners (EPD) 0.0 $214k 6.7k 32.06
Dupont De Nemours (DD) 0.0 $211k 5.2k 40.20
Ishares Silver Tr Ishares (SLV) 0.0 $206k 3.2k 64.42
Proshares Tr Pshs Ultra Tech (ROM) 0.0 $206k 2.2k 94.30
Corteva (CTVA) 0.0 $204k 3.0k 67.03
Palantir Technologies Cl A (PLTR) 0.0 $200k 1.1k 177.75