Kanawha Capital Management

Kanawha Capital Management as of March 31, 2026

Portfolio Holdings for Kanawha Capital Management

Kanawha Capital Management holds 221 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.6 $79M 312k 253.79
Microsoft Corporation (MSFT) 5.3 $75M 202k 370.17
Alphabet Cap Stk Cl A (GOOGL) 3.2 $45M 157k 287.56
JPMorgan Chase & Co. (JPM) 2.8 $40M 137k 294.16
Lowe's Companies (LOW) 2.8 $40M 168k 236.28
Johnson & Johnson (JNJ) 2.6 $36M 149k 244.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.4 $34M 72k 479.20
Ishares Tr Core S&p500 Etf (IVV) 2.4 $34M 52k 653.21
Raytheon Technologies Corp (RTX) 2.3 $33M 171k 192.90
Abbvie (ABBV) 2.2 $31M 142k 217.49
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.9 $27M 428k 64.08
Procter & Gamble Company (PG) 1.9 $27M 189k 144.44
Ishares Tr Core S&p Mcp Etf (IJH) 1.9 $27M 400k 67.53
Oracle Corporation (ORCL) 1.9 $26M 179k 147.11
McDonald's Corporation (MCD) 1.8 $25M 81k 310.79
Exxon Mobil Corporation (XOM) 1.7 $25M 144k 169.66
Cisco Systems (CSCO) 1.7 $24M 315k 77.59
Chevron Corporation (CVX) 1.7 $24M 114k 206.90
Automatic Data Processing (ADP) 1.6 $23M 114k 203.18
Illinois Tool Works (ITW) 1.6 $23M 88k 260.29
Amphenol Corp Cl A (APH) 1.5 $22M 173k 126.35
Parker-Hannifin Corporation (PH) 1.5 $21M 24k 895.24
Ecolab (ECL) 1.4 $20M 75k 266.02
Pepsi (PEP) 1.4 $20M 128k 155.29
Costco Wholesale Corporation (COST) 1.4 $20M 20k 996.41
Chubb (CB) 1.4 $20M 60k 325.93
Caterpillar (CAT) 1.4 $19M 27k 708.47
Abbott Laboratories (ABT) 1.3 $19M 182k 102.67
Ishares Tr Russell 2000 Etf (IWM) 1.3 $18M 72k 248.00
Amazon (AMZN) 1.2 $17M 82k 208.27
International Business Machines (IBM) 1.1 $16M 67k 242.39
Norfolk Southern (NSC) 1.0 $14M 50k 287.00
Dominion Resources (D) 1.0 $14M 226k 61.82
Air Products & Chemicals (APD) 1.0 $14M 48k 290.49
Coca-Cola Company (KO) 1.0 $14M 182k 76.05
Verizon Communications (VZ) 0.9 $13M 262k 50.20
Us Bancorp Com New (USB) 0.9 $13M 251k 52.01
Southern Company (SO) 0.9 $13M 134k 96.52
Medtronic SHS (MDT) 0.8 $11M 130k 86.65
Qualcomm (QCOM) 0.8 $11M 87k 128.78
NVIDIA Corporation (NVDA) 0.8 $11M 62k 174.40
Becton, Dickinson and (BDX) 0.7 $11M 67k 157.23
Nike CL B (NKE) 0.7 $9.9M 188k 52.82
Emerson Electric (EMR) 0.7 $9.4M 72k 131.02
3M Company (MMM) 0.7 $9.3M 64k 145.23
Broadcom (AVGO) 0.6 $9.0M 29k 309.51
Wal-Mart Stores (WMT) 0.6 $8.9M 72k 124.28
Home Depot (HD) 0.6 $8.8M 27k 328.89
S&p Global (SPGI) 0.6 $8.8M 21k 425.34
Select Sector Spdr Tr State Street Tec (XLK) 0.6 $8.8M 66k 132.90
Target Corporation (TGT) 0.6 $8.7M 72k 121.20
Pfizer (PFE) 0.6 $8.2M 291k 28.08
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.6 $8.0M 12k 650.32
Truist Financial Corp equities (TFC) 0.5 $7.7M 167k 45.97
Deere & Company (DE) 0.5 $7.6M 14k 563.30
Carrier Global Corporation (CARR) 0.5 $7.5M 133k 56.31
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $7.1M 80k 88.70
Capital One Financial (COF) 0.5 $7.0M 39k 182.43
Nasdaq Omx (NDAQ) 0.5 $6.9M 82k 84.89
Eli Lilly & Co. (LLY) 0.5 $6.9M 7.5k 919.79
Colgate-Palmolive Company (CL) 0.4 $6.3M 74k 85.23
Blackrock (BLK) 0.4 $6.2M 6.5k 961.73
AFLAC Incorporated (AFL) 0.4 $6.2M 57k 109.71
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.4 $6.1M 65k 93.74
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $6.1M 112k 54.05
Spdr Series Trust State Street Spd (SPYM) 0.4 $6.1M 79k 76.54
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $5.9M 47k 124.31
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $5.8M 74k 78.41
Netflix (NFLX) 0.4 $5.6M 58k 96.15
American Express Company (AXP) 0.4 $5.3M 18k 302.49
ConocoPhillips (COP) 0.4 $5.2M 39k 132.00
Xylem (XYL) 0.4 $5.0M 42k 119.50
Northern Trust Corporation (NTRS) 0.3 $4.5M 32k 139.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $4.2M 7.2k 577.14
Genuine Parts Company (GPC) 0.3 $4.0M 38k 105.75
MetLife (MET) 0.3 $3.7M 53k 70.72
At&t (T) 0.2 $3.5M 122k 28.99
Otis Worldwide Corp (OTIS) 0.2 $3.3M 42k 77.08
Ge Aerospace Com New (GE) 0.2 $2.9M 10k 283.76
Shell Spon Ads (SHEL) 0.2 $2.9M 31k 93.00
Walt Disney Company (DIS) 0.2 $2.9M 30k 96.38
Ishares Tr Core Msci Eafe (IEFA) 0.2 $2.9M 32k 90.53
Bristol Myers Squibb (BMY) 0.2 $2.6M 43k 60.65
Ishares Gold Tr Ishares New (IAU) 0.2 $2.5M 29k 88.16
Bank of New York Mellon Corporation (BK) 0.2 $2.4M 21k 118.63
Kimberly-Clark Corporation (KMB) 0.2 $2.4M 25k 96.47
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $2.4M 32k 75.10
Select Sector Spdr Tr State Street Hea (XLV) 0.2 $2.2M 15k 146.61
Alphabet Cap Stk Cl C (GOOG) 0.2 $2.2M 7.7k 286.86
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $2.2M 3.00 718140.00
Unilever Spon Adr New (UL) 0.1 $2.1M 36k 56.97
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $2.1M 9.7k 213.67
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $2.0M 16k 128.12
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $2.0M 40k 49.37
Trane Technologies SHS (TT) 0.1 $1.9M 4.6k 416.74
Ge Vernova (GEV) 0.1 $1.9M 2.1k 872.90
CSX Corporation (CSX) 0.1 $1.8M 45k 41.05
Waters Corporation (WAT) 0.1 $1.8M 6.1k 297.80
Public Service Enterprise (PEG) 0.1 $1.7M 22k 80.95
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.7M 8.8k 198.29
Cintas Corporation (CTAS) 0.1 $1.7M 10k 169.14
Merck & Co (MRK) 0.1 $1.7M 14k 120.29
Ishares Tr Ishares Biotech (IBB) 0.1 $1.7M 9.8k 168.85
UnitedHealth (UNH) 0.1 $1.6M 6.1k 270.59
Dover Corporation (DOV) 0.1 $1.6M 7.5k 208.45
Texas Instruments Incorporated (TXN) 0.1 $1.5M 7.7k 194.14
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.5M 3.5k 426.40
Kenvue (KVUE) 0.1 $1.4M 81k 17.24
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $1.4M 27k 50.95
Spdr Index Shs Fds State Street Spd (GNR) 0.1 $1.4M 18k 74.67
SLB Com Stk (SLB) 0.1 $1.3M 26k 51.39
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.3M 3.0k 430.29
Select Sector Spdr Tr State Street Con (XLY) 0.1 $1.3M 12k 108.98
Altria (MO) 0.1 $1.3M 19k 65.99
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.3M 41k 30.68
Ishares Tr Select Divid Etf (DVY) 0.1 $1.2M 8.3k 151.40
Philip Morris International (PM) 0.1 $1.2M 7.5k 165.34
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.2M 13k 97.13
Blackrock Etf Trust Ii Ishares Short-te (CALI) 0.1 $1.2M 24k 50.43
Applied Materials (AMAT) 0.1 $1.2M 3.5k 341.79
Intel Corporation (INTC) 0.1 $1.2M 26k 44.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.1M 1.9k 597.55
Vanguard World Materials Etf (VAW) 0.1 $1.1M 4.9k 225.34
Wells Fargo & Company (WFC) 0.1 $1.1M 14k 79.61
Select Sector Spdr Tr State Street Con (XLP) 0.1 $1.1M 13k 81.98
Union Pacific Corporation (UNP) 0.1 $1.1M 4.5k 242.62
Travelers Companies (TRV) 0.1 $1.1M 3.7k 291.68
Duke Energy Corp Com New (DUK) 0.1 $1.0M 8.0k 130.94
Dell Technologies CL C (DELL) 0.1 $996k 6.1k 164.14
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $965k 6.0k 161.73
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $963k 16k 61.26
Charles Schwab Corporation (SCHW) 0.1 $957k 10k 93.98
Bank of America Corporation (BAC) 0.1 $938k 19k 48.75
TowneBank (TOWN) 0.1 $926k 28k 33.67
Visa Com Cl A (V) 0.1 $913k 3.0k 302.26
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $912k 9.1k 100.57
Thermo Fisher Scientific (TMO) 0.1 $906k 1.8k 491.53
Applied Industrial Technologies (AIT) 0.1 $893k 3.4k 265.32
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $887k 1.9k 463.17
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $865k 16k 52.56
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $808k 8.3k 97.23
Cigna Corp (CI) 0.1 $782k 2.9k 266.75
Amgen (AMGN) 0.1 $715k 2.0k 351.85
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $712k 2.8k 257.35
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $677k 2.1k 320.75
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $670k 5.1k 132.50
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $664k 1.1k 616.76
Mondelez Intl Cl A (MDLZ) 0.0 $657k 11k 57.64
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $592k 7.7k 77.18
Meta Platforms Cl A (META) 0.0 $568k 993.00 572.21
Phillips 66 (PSX) 0.0 $546k 3.0k 182.18
Yum! Brands (YUM) 0.0 $542k 3.5k 155.48
United Parcel Svcs CL B (UPS) 0.0 $538k 5.5k 98.38
Goldman Sachs Physical Gold Unit (AAAU) 0.0 $531k 12k 46.19
McKesson Corporation (MCK) 0.0 $528k 610.00 865.94
Itt (ITT) 0.0 $516k 2.7k 190.53
Novartis Sponsored Adr (NVS) 0.0 $501k 3.3k 152.75
Ishares Silver Tr Ishares (SLV) 0.0 $497k 7.3k 68.14
Ishares Tr U.s. Tech Etf (IYW) 0.0 $490k 2.7k 181.40
BP Sponsored Adr (BP) 0.0 $468k 10k 47.00
Paychex (PAYX) 0.0 $456k 5.0k 92.12
AutoZone (AZO) 0.0 $439k 130.00 3377.78
NewMarket Corporation (NEU) 0.0 $439k 685.00 640.95
Mastercard Incorporated Cl A (MA) 0.0 $434k 869.00 499.58
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $407k 1.3k 313.81
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $402k 2.8k 145.74
Autodesk (ADSK) 0.0 $401k 1.7k 239.40
Boeing Company (BA) 0.0 $400k 2.0k 199.03
Advanced Micro Devices (AMD) 0.0 $397k 2.0k 203.43
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $395k 1.0k 391.76
Cummins (CMI) 0.0 $385k 715.00 537.76
Clorox Company (CLX) 0.0 $383k 3.7k 103.63
Ingersoll Rand (IR) 0.0 $378k 4.7k 80.12
Select Sector Spdr Tr State Street Uti (XLU) 0.0 $376k 8.2k 45.89
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $372k 971.00 383.40
Rbc Cad (RY) 0.0 $366k 2.3k 161.78
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $365k 2.5k 148.11
Spdr Series Trust State Street Spd (SDY) 0.0 $365k 2.5k 145.91
Solstice Advanced Matls Com Shs (SOLS) 0.0 $359k 4.7k 76.16
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $358k 6.3k 56.79
Albemarle Corporation (ALB) 0.0 $357k 2.0k 179.53
Eaton Corp SHS (ETN) 0.0 $351k 980.00 357.66
Northrop Grumman Corporation (NOC) 0.0 $349k 511.00 682.24
American Electric Power Company (AEP) 0.0 $345k 2.6k 131.09
Vanguard World Comm Srvc Etf (VOX) 0.0 $342k 1.9k 179.84
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $336k 995.00 337.95
Kroger (KR) 0.0 $311k 4.3k 72.37
Ishares Tr Rus 1000 Etf (IWB) 0.0 $308k 863.00 356.56
Honeywell International (HON) 0.0 $305k 1.3k 226.06
Tesla Motors (TSLA) 0.0 $305k 819.00 371.75
Acuity Brands (AYI) 0.0 $301k 1.1k 280.22
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $296k 2.1k 142.43
Qnity Electronics Common Stock (Q) 0.0 $294k 2.5k 115.38
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $287k 1.5k 189.59
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $283k 1.5k 191.92
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $277k 965.00 287.05
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.0 $274k 1.7k 158.58
Hershey Company (HSY) 0.0 $270k 1.3k 207.89
Ishares Tr U S Equity Factr (LRGF) 0.0 $264k 4.0k 66.00
Select Sector Spdr Tr State Street Com (XLC) 0.0 $252k 2.3k 110.86
Adobe Systems Incorporated (ADBE) 0.0 $251k 1.0k 243.08
Welltower Inc Com reit (WELL) 0.0 $249k 1.3k 197.71
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.0 $247k 3.8k 64.97
Bwx Technologies (BWXT) 0.0 $244k 1.2k 204.41
Smucker J M Com New (SJM) 0.0 $241k 2.5k 96.44
Morgan Stanley Com New (MS) 0.0 $240k 1.5k 164.63
Corteva (CTVA) 0.0 $240k 2.9k 83.72
Waste Management (WM) 0.0 $237k 1.0k 229.79
Ishares Tr Global Tech Etf (IXN) 0.0 $231k 2.3k 99.97
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $227k 4.5k 49.89
Vanguard Index Fds Large Cap Etf (VV) 0.0 $227k 758.00 298.85
Dupont De Nemours (DD) 0.0 $223k 4.9k 45.80
Enterprise Products Partners (EPD) 0.0 $220k 5.8k 37.84
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $219k 2.0k 109.69
Blackstone Group Inc Com Cl A (BX) 0.0 $217k 1.9k 114.99
Micron Technology (MU) 0.0 $215k 636.00 338.02
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $215k 2.6k 82.75
Ishares Tr National Mun Etf (MUB) 0.0 $214k 2.0k 106.15
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $202k 153.00 1320.83
Wabtec Corporation (WAB) 0.0 $201k 803.00 249.91
New Found Gold Corp (NFGC) 0.0 $27k 14k 1.94