Kanawha Capital Management

Kanawha Capital Management as of June 30, 2026

Portfolio Holdings for Kanawha Capital Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.8 $90M 310k 289.36
Microsoft Corporation (MSFT) 5.0 $76M 204k 373.02
Alphabet Cap Stk Cl A (GOOGL) 3.6 $55M 154k 357.37
JPMorgan Chase & Co. (JPM) 2.9 $45M 137k 327.33
Ishares Tr Core S&p500 Etf (IVV) 2.5 $39M 52k 748.88
Johnson & Johnson (JNJ) 2.5 $38M 149k 253.97
Cisco Systems (CSCO) 2.4 $37M 312k 117.46
Lowe's Companies (LOW) 2.4 $37M 166k 220.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.4 $36M 73k 500.39
Abbvie (ABBV) 2.3 $36M 142k 251.64
Raytheon Technologies Corp (RTX) 2.1 $33M 171k 189.73
Ishares Tr Core S&p Mcp Etf (IJH) 2.0 $31M 400k 77.11
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.0 $31M 431k 71.25
Amphenol Corp Cl A (APH) 2.0 $31M 173k 176.32
Caterpillar (CAT) 1.9 $29M 27k 1064.89
Procter & Gamble Company (PG) 1.8 $28M 189k 146.64
Oracle Corporation (ORCL) 1.7 $26M 179k 146.55
Automatic Data Processing (ADP) 1.7 $26M 116k 223.95
Illinois Tool Works (ITW) 1.5 $24M 88k 270.47
Parker-Hannifin Corporation (PH) 1.5 $23M 24k 978.12
McDonald's Corporation (MCD) 1.4 $22M 81k 270.31
Amazon (AMZN) 1.4 $22M 90k 238.34
Ishares Tr Russell 2000 Etf (IWM) 1.4 $21M 71k 300.45
Ecolab (ECL) 1.4 $21M 76k 278.61
Chubb (CB) 1.3 $21M 60k 340.74
Exxon Mobil Corporation (XOM) 1.3 $20M 145k 136.72
International Business Machines (IBM) 1.3 $20M 70k 281.21
Costco Wholesale Corporation (COST) 1.2 $19M 20k 935.45
Chevron Corporation (CVX) 1.2 $19M 113k 165.76
Abbott Laboratories (ABT) 1.2 $18M 196k 90.74
Pepsi (PEP) 1.1 $17M 127k 135.40
Qualcomm (QCOM) 1.0 $16M 87k 184.79
Dominion Resources (D) 1.0 $16M 230k 68.29
Norfolk Southern (NSC) 1.0 $16M 49k 314.59
Us Bancorp Com New (USB) 1.0 $15M 253k 60.40
Coca-Cola Company (KO) 1.0 $15M 182k 81.27
Air Products & Chemicals (APD) 0.9 $14M 48k 293.18
Southern Company (SO) 0.8 $13M 135k 95.71
NVIDIA Corporation (NVDA) 0.8 $13M 64k 200.09
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.8 $13M 66k 190.52
Broadcom (AVGO) 0.7 $11M 30k 377.75
Verizon Communications (VZ) 0.7 $11M 264k 42.34
Medtronic SHS (MDT) 0.7 $11M 136k 78.23
Emerson Electric (EMR) 0.7 $10M 71k 143.15
3M Company (MMM) 0.7 $10M 63k 161.91
Becton, Dickinson and (BDX) 0.6 $9.7M 64k 151.33
Carrier Global Corporation (CARR) 0.6 $9.7M 132k 73.35
Eli Lilly & Co. (LLY) 0.6 $9.7M 8.0k 1199.45
Home Depot (HD) 0.6 $9.5M 27k 352.68
Target Corporation (TGT) 0.6 $9.3M 71k 130.61
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.6 $9.2M 12k 746.79
S&p Global (SPGI) 0.6 $8.5M 21k 407.26
Deere & Company (DE) 0.5 $8.3M 13k 634.34
Wal-Mart Stores (WMT) 0.5 $8.3M 73k 113.26
Truist Financial Corp equities (TFC) 0.5 $7.9M 158k 49.82
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $7.8M 81k 96.43
Capital One Financial (COF) 0.5 $7.6M 38k 200.62
Spdr Series Trust St Str P500etf (SPYM) 0.5 $7.5M 85k 87.88
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.5 $7.2M 68k 106.31
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $7.2M 48k 148.31
Pfizer (PFE) 0.5 $7.0M 291k 24.08
American Express Company (AXP) 0.4 $6.9M 20k 338.26
Colgate-Palmolive Company (CL) 0.4 $6.8M 74k 91.68
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $6.7M 112k 59.69
Blackrock (BLK) 0.4 $6.5M 6.8k 961.58
Nasdaq Omx (NDAQ) 0.4 $6.4M 81k 78.82
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $5.7M 73k 77.91
Nike CL B (NKE) 0.4 $5.6M 137k 41.05
Northern Trust Corporation (NTRS) 0.4 $5.5M 32k 173.84
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $5.3M 7.2k 736.35
Xylem (XYL) 0.3 $5.3M 45k 118.21
Netflix (NFLX) 0.3 $5.1M 71k 71.40
Genuine Parts Company (GPC) 0.3 $4.9M 41k 117.98
MetLife (MET) 0.3 $4.3M 51k 84.61
ConocoPhillips (COP) 0.3 $4.1M 39k 103.96
Ge Aerospace Com New (GE) 0.3 $3.9M 10k 373.72
Intel Corporation (INTC) 0.2 $3.2M 23k 139.63
Ishares Tr Core Msci Eafe (IEFA) 0.2 $3.0M 32k 96.58
Alphabet Cap Stk Cl C (GOOG) 0.2 $2.9M 8.2k 353.33
Otis Worldwide Corp (OTIS) 0.2 $2.9M 40k 71.60
UnitedHealth (UNH) 0.2 $2.8M 6.8k 415.63
Bank of New York Mellon Corporation (BNY) 0.2 $2.8M 20k 144.61
Applied Materials (AMAT) 0.2 $2.8M 3.9k 722.96
Walt Disney Company (DIS) 0.2 $2.7M 28k 96.25
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $2.6M 32k 83.75
Kimberly-Clark Corporation (KMB) 0.2 $2.6M 24k 109.77
At&t (T) 0.2 $2.5M 123k 20.70
Dell Technologies CL C (DELL) 0.2 $2.5M 5.9k 431.49
Ishares Gold Tr Ishares New (IAU) 0.2 $2.5M 34k 75.51
Ge Vernova (GEV) 0.2 $2.5M 2.1k 1174.86
Select Sector Spdr Tr St Str Care Etf (XLV) 0.2 $2.4M 15k 158.66
Bristol Myers Squibb (BMY) 0.2 $2.3M 41k 57.62
Texas Instruments Incorporated (TXN) 0.2 $2.3M 7.8k 298.07
Shell Spon Ads (SHEL) 0.1 $2.3M 30k 77.54
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $2.3M 16k 146.41
Trane Technologies SHS (TT) 0.1 $2.3M 4.6k 491.16
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $2.2M 3.00 748850.00
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.1 $2.1M 40k 53.61
CSX Corporation (CSX) 0.1 $2.1M 45k 47.53
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $2.1M 8.7k 242.43
Honeywell Aerospace (HONA) 0.1 $2.1M 9.5k 221.08
Unilever Spon Adr New (UL) 0.1 $2.1M 35k 60.12
Ishares Tr Ishares Biotech (IBB) 0.1 $2.0M 11k 190.19
Public Service Enterprise (PEG) 0.1 $1.7M 21k 81.16
Cintas Corporation (CTAS) 0.1 $1.7M 10k 170.08
Merck & Co (MRK) 0.1 $1.7M 13k 128.50
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.7M 13k 124.17
Waters Corporation (WAT) 0.1 $1.6M 4.4k 375.04
Dover Corporation (DOV) 0.1 $1.6M 7.3k 224.28
Kenvue (KVUE) 0.1 $1.5M 76k 19.11
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.1 $1.4M 12k 117.28
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $1.4M 27k 51.05
Altria (MO) 0.1 $1.3M 19k 71.95
Philip Morris International (PM) 0.1 $1.3M 7.3k 180.90
Blackrock Etf Trust Ii Isha Sh Term Etf (CALI) 0.1 $1.3M 26k 50.53
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.3M 1.9k 686.81
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.3M 41k 31.71
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.3M 12k 103.88
Travelers Companies (TRV) 0.1 $1.3M 3.9k 330.13
Wells Fargo & Company (WFC) 0.1 $1.3M 15k 82.64
Ishares Tr Select Divid Etf (DVY) 0.1 $1.3M 8.1k 156.29
Union Pacific Corporation (UNP) 0.1 $1.3M 4.6k 272.00
Spdr Index Shs Fds St Str Nat Etf (GNR) 0.1 $1.2M 18k 67.31
SLB Com Stk (SLB) 0.1 $1.2M 26k 46.49
Bank of America Corporation (BAC) 0.1 $1.2M 21k 56.98
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.1 $1.1M 13k 83.07
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.1 $1.1M 6.0k 185.23
Vanguard World Materials Etf (VAW) 0.1 $1.1M 4.8k 228.79
Advanced Micro Devices (AMD) 0.1 $1.1M 1.9k 580.91
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.1M 8.7k 124.44
Visa Com Cl A (V) 0.1 $1.1M 3.1k 343.12
Duke Energy Corp Com New (DUK) 0.1 $1.1M 8.3k 126.58
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $1000k 1.9k 522.36
TowneBank (TOWN) 0.1 $992k 27k 36.24
Spdr Gold Tr Gold Shs (GLD) 0.1 $984k 2.7k 368.38
Charles Schwab Corporation (SCHW) 0.1 $929k 10k 92.27
Thermo Fisher Scientific (TMO) 0.1 $919k 1.8k 501.36
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $914k 9.1k 100.81
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $911k 8.3k 110.32
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $884k 916.00 965.00
Amgen (AMGN) 0.1 $884k 2.4k 362.08
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $848k 2.8k 306.30
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.1 $830k 16k 53.11
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $820k 16k 52.41
Cigna Corp (CI) 0.1 $810k 2.9k 275.68
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $781k 2.1k 369.97
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $746k 1.1k 703.34
Micron Technology (MU) 0.0 $741k 642.00 1154.90
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $727k 4.9k 147.73
Ishares Tr U.s. Tech Etf (IYW) 0.0 $669k 2.7k 252.20
AFLAC Incorporated (AFL) 0.0 $666k 5.7k 117.24
Mondelez Intl Cl A (MDLZ) 0.0 $647k 11k 57.84
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $637k 971.00 655.89
United Parcel Svcs CL B (UPS) 0.0 $587k 5.5k 107.50
Applied Industrial Technologies (AIT) 0.0 $585k 1.7k 338.15
Meta Platforms Cl A (META) 0.0 $577k 1.0k 563.37
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $569k 7.4k 76.70
Novartis Sponsored Adr (NVS) 0.0 $566k 3.6k 156.74
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $565k 1.2k 477.57
NewMarket Corporation (NEU) 0.0 $542k 685.00 791.24
Itt (ITT) 0.0 $536k 2.7k 197.76
Mastercard Incorporated Cl A (MA) 0.0 $535k 1.0k 513.53
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $511k 1.3k 393.96
Phillips 66 (PSX) 0.0 $506k 3.0k 169.05
Cummins (CMI) 0.0 $504k 707.00 713.04
Eaton Corp SHS (ETN) 0.0 $498k 1.2k 426.11
Yum! Brands (YUM) 0.0 $495k 3.1k 159.86
Ishares Silver Tr Ishares (SLV) 0.0 $488k 9.1k 53.47
Paychex (PAYX) 0.0 $484k 4.9k 98.33
Rbc Cad (RY) 0.0 $469k 2.3k 206.97
Select Sector Spdr Tr St Str Svc Etf (XLC) 0.0 $468k 4.4k 107.13
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $464k 2.8k 164.60
McKesson Corporation (MCK) 0.0 $455k 602.00 756.11
Goldman Sachs Physical Gold Unit (AAAU) 0.0 $455k 12k 39.57
Boeing Company (BA) 0.0 $435k 2.0k 216.47
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $427k 6.2k 68.41
Qnity Electronics Common Stock (Q) 0.0 $417k 2.6k 163.31
Solstice Advanced Matls Com Shs (SOLS) 0.0 $416k 4.7k 88.60
Acuity Brands (AYI) 0.0 $406k 1.1k 376.66
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $390k 2.5k 158.04
American Electric Power Company (AEP) 0.0 $387k 2.8k 136.82
Ingersoll Rand (IR) 0.0 $383k 4.7k 81.99
Spdr Series Trust St Str Sp Div (SDY) 0.0 $373k 2.5k 152.15
Select Sector Spdr Tr St Str Util Etf (XLU) 0.0 $371k 8.2k 45.34
Tesla Motors (TSLA) 0.0 $363k 863.00 420.60
Ishares Tr Rus 1000 Etf (IWB) 0.0 $353k 863.00 409.50
Clorox Company (CLX) 0.0 $344k 3.6k 95.44
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $342k 2.1k 164.27
BP Sponsored Adr (BP) 0.0 $339k 9.2k 36.95
Ishares Tr Global Tech Etf (IXN) 0.0 $334k 2.3k 144.48
Welltower Inc Com reit (WELL) 0.0 $331k 1.5k 226.97
Vanguard World Comm Srvc Etf (VOX) 0.0 $328k 1.8k 183.95
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $322k 1.5k 221.20
Proshares Tr Pshs Ultra Tech (ROM) 0.0 $316k 2.0k 155.20
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $314k 1.5k 212.77
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $312k 157.00 1989.44
Lam Research Corp Com New (LRCX) 0.0 $312k 719.00 433.33
Morgan Stanley Com New (MS) 0.0 $311k 1.5k 209.11
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $311k 3.9k 80.56
Ishares Tr U S Equity Factr (LRGF) 0.0 $302k 4.0k 75.63
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.0 $299k 1.7k 173.52
CVS Caremark Corporation (CVS) 0.0 $283k 2.7k 103.45
Smucker J M Com New (SJM) 0.0 $281k 2.5k 112.50
Albemarle Corporation (ALB) 0.0 $268k 2.0k 135.03
Northrop Grumman Corporation (NOC) 0.0 $262k 514.00 509.31
Vanguard Index Fds Large Cap Etf (VV) 0.0 $261k 758.00 343.91
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.0 $257k 3.8k 67.50
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $255k 2.0k 127.81
Corteva (CTVA) 0.0 $243k 2.9k 84.70
Enterprise Products Partners (EPD) 0.0 $242k 6.6k 36.76
Nxp Semiconductors N V (NXPI) 0.0 $236k 839.00 281.16
Bwx Technologies (BWXT) 0.0 $232k 1.2k 194.57
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $230k 4.5k 50.58
Kroger (KR) 0.0 $229k 4.1k 55.54
Hershey Company (HSY) 0.0 $228k 1.3k 175.45
Blackstone Group Inc Com Cl A (BX) 0.0 $224k 1.9k 117.67
Waste Management (WM) 0.0 $220k 989.00 222.88
Dupont De Nemours Common Stock (DD) 0.0 $219k 1.6k 135.64
Vanguard Index Fds Growth Etf (VUG) 0.0 $218k 2.5k 86.13
Progressive Corporation (PGR) 0.0 $218k 996.00 218.45
Ishares Tr National Mun Etf (MUB) 0.0 $217k 2.0k 107.62
Wabtec Corporation (WAB) 0.0 $217k 803.00 269.60
Kinder Morgan (KMI) 0.0 $216k 6.7k 31.97
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $213k 2.6k 82.65
Analog Devices (ADI) 0.0 $208k 524.00 397.17
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $204k 1.7k 117.50
Masco Corporation (MAS) 0.0 $203k 2.5k 81.37
New Found Gold Corp (NFGC) 0.0 $22k 14k 1.54