KANAWHA CAPITAL MANAGEMENT LLC

data from 30/09/2025

Capitalization

$ 1.445 B 7.14 %

Average holding period

40 ans

Performance

$ 1.228 B 70 354.58 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in KANAWHA CAPITAL MANAGEMENT LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 7.31% 105.698 M $ 204071 2004/12/31 4.248 M $ 4.13 %
2025/09/30 AAPL APPLE INC 5.64% 81.546 M $ 320252 2005/06/30 15.847 M $ 24.11 %
2025/09/30 ORCL ORACLE CORP 3.83% 55.415 M $ 197038 2008/12/31 12.614 M $ 28.64 %
2025/09/30 JPM JPMORGAN CHASE & CO. 3.00% 43.365 M $ 137479 2004/12/31 3.510 M $ 8.80 %
2025/09/30 LOW LOWES COS INC 2.95% 42.694 M $ 169887 2004/12/31 5.054 M $ 13.27 %
2025/09/30 GOOGL ALPHABET INC 2.70% 38.953 M $ 160232 2015/12/31 10.622 M $ 37.94 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 2.56% 37.034 M $ 73664 2010/03/31 1.264 M $ 3.49 %
2025/09/30 IVV ISHARES TR 2.45% 35.474 M $ 53002 2006/09/30 2.583 M $ 7.80 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 2.31% 33.424 M $ 113880 2004/12/31 -1.712 M $ -4.83 %
2025/09/30 ABBV ABBVIE INC 2.29% 33.135 M $ 143105 2013/03/31 6.634 M $ 24.74 %
2025/09/30 RTX RTX CORPORATION 1.99% 28.771 M $ 171940 2020/06/30 3.697 M $ 14.59 %
2025/09/30 PG PROCTER AND GAMBLE CO 1.93% 27.890 M $ 181518 2004/12/31 -1.051 M $ -3.56 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.91% 27.559 M $ 148631 2004/12/31 4.903 M $ 21.39 %
2025/09/30 IJH ISHARES TR 1.80% 26.081 M $ 399651 2006/06/30 1.292 M $ 5.22 %
2025/09/30 MCD MCDONALDS CORP 1.73% 24.999 M $ 82263 2008/03/01 969.443 K $ 4.01 %
2025/09/30 ABT ABBOTT LABS 1.63% 23.608 M $ 176256 2004/12/31 -367.141 K $ -1.52 %
2025/09/30 ITW ILLINOIS TOOL WKS INC 1.61% 23.197 M $ 88959 2004/12/31 1.198 M $ 5.46 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 1.54% 22.294 M $ 372068 2007/12/31 1.071 M $ 5.10 %
2025/09/30 CSCO CISCO SYS INC 1.47% 21.175 M $ 309492 2004/12/31 -296.454 K $ -1.38 %
2025/09/30 APH AMPHENOL CORP NEW 1.46% 21.139 M $ 170821 2022/03/31 4.261 M $ 25.32 %
2025/09/30 ECL ECOLAB INC 1.39% 20.050 M $ 73214 2004/12/31 323.835 K $ 1.64 %
2025/09/30 PH PARKER-HANNIFIN CORP 1.30% 18.807 M $ 24807 2007/06/30 1.502 M $ 8.54 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 1.26% 18.234 M $ 64622 2004/12/31 -817.750 K $ -4.28 %
2025/09/30 CVX CHEVRON CORP NEW 1.22% 17.634 M $ 113557 2004/12/31 1.342 M $ 8.45 %
2025/09/30 PEP PEPSICO INC 1.22% 17.588 M $ 125238 2004/12/31 1.066 M $ 6.36 %
2025/09/30 IWM ISHARES TR 1.21% 17.521 M $ 72413 2006/03/31 1.904 M $ 12.13 %
2025/09/30 CB CHUBB LIMITED 1.17% 16.913 M $ 59923 2016/03/31 -447.064 K $ -2.58 %
2025/09/30 COST COSTCO WHSL CORP NEW 1.16% 16.823 M $ 18175 2008/09/30 -1.118 M $ -6.50 %
2025/09/30 AMZN AMAZON COM INC 1.16% 16.813 M $ 76573 2018/03/31 13.495 K $ 0.08 %
2025/09/30 XOM EXXON MOBIL CORP 1.09% 15.783 M $ 139983 2004/12/31 722.205 K $ 4.59 %
2025/09/30 BDX BECTON DICKINSON & CO 1.06% 15.361 M $ 82068 2005/09/30 1.207 M $ 8.66 %
2025/09/30 NSC NORFOLK SOUTHN CORP 1.06% 15.282 M $ 50871 2004/12/31 2.331 M $ 17.36 %
2025/09/30 QCOM QUALCOMM INC 0.98% 14.206 M $ 85395 2012/09/30 606.496 K $ 4.46 %
2025/09/30 CAT CATERPILLAR INC 0.91% 13.184 M $ 27631 2004/12/31 2.490 M $ 22.91 %
2025/09/30 APD AIR PRODS & CHEMS INC 0.90% 13.061 M $ 47892 2004/12/31 -441.875 K $ -3.31 %
2025/09/30 D DOMINION ENERGY INC 0.90% 13.054 M $ 213407 2004/12/31 959.034 K $ 8.23 %
2025/09/30 NKE NIKE INC 0.90% 12.963 M $ 185908 2005/09/30 -241.008 K $ -1.84 %
2025/09/30 KO COCA COLA CO 0.82% 11.865 M $ 178909 2004/12/31 -809.201 K $ -6.26 %
2025/09/30 MDT MEDTRONIC PLC 0.80% 11.539 M $ 121159 2015/03/31 972.418 K $ 9.26 %
2025/09/30 SO SOUTHERN CO 0.78% 11.329 M $ 119547 2004/12/31 349.801 K $ 3.20 %
2025/09/30 USB US BANCORP DEL 0.78% 11.267 M $ 233133 2005/06/30 696.320 K $ 6.81 %
2025/09/30 HD HOME DEPOT INC 0.77% 11.139 M $ 27492 2010/09/30 1.058 M $ 10.51 %
2025/09/30 NVDA NVIDIA CORPORATION 0.75% 10.881 M $ 58320 2020/06/30 1.617 M $ 18.10 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.74% 10.682 M $ 243040 2004/12/31 160.709 K $ 1.57 %
2025/09/30 MMM 3M CO 0.70% 10.149 M $ 65403 2013/06/30 197.665 K $ 1.93 %
2025/09/30 EMR EMERSON ELEC CO 0.68% 9.766 M $ 74445 2004/12/31 -160.368 K $ -1.61 %
2025/09/30 TFC TRUIST FINL CORP 0.67% 9.738 M $ 212994 2019/12/31 624.159 K $ 6.35 %
2025/09/30 AVGO BROADCOM INC 0.67% 9.633 M $ 29199 2023/12/31 1.571 M $ 19.68 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.66% 9.567 M $ 33942 2010/06/30 976.884 K $ 11.31 %
2025/09/30 TGT TARGET CORP 0.62% 8.930 M $ 99551 2004/12/31 -884.412 K $ -9.07 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.58% 8.349 M $ 39275 2013/12/31 -6.916 K $ -0.08 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.57% 8.261 M $ 12400 2004/12/31 600.741 K $ 7.82 %
2025/09/30 CARR CARRIER GLOBAL CORPORATION 0.55% 7.880 M $ 132002 2020/06/30 -1.737 M $ -18.43 %
2025/09/30 SPGI S&P GLOBAL INC 0.52% 7.470 M $ 15347 2016/06/30 -581.754 K $ -7.70 %
2025/09/30 NDAQ NASDAQ INC 0.50% 7.237 M $ 81821 2020/12/31 -80.399 K $ -1.08 %
2025/09/30 BLK BLACKROCK INC 0.50% 7.201 M $ 6177 2024/12/31 704.268 K $ 11.12 %
2025/09/30 VNQ VANGUARD INDEX FDS 0.49% 7.109 M $ 77757 2010/06/30 180.747 K $ 2.65 %
2025/09/30 PFE PFIZER INC 0.49% 7.101 M $ 278676 2004/12/31 351.042 K $ 5.12 %
2025/09/30 WMT WALMART INC 0.45% 6.572 M $ 63768 2017/12/31 324.123 K $ 5.40 %
2025/09/30 DE DEERE & CO 0.44% 6.366 M $ 13922 2004/12/31 -765.939 K $ -10.07 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 0.43% 6.168 M $ 113840 2006/12/31 540.524 K $ 9.54 %
2025/09/30 XYL XYLEM INC 0.42% 6.123 M $ 41511 2011/12/31 754.678 K $ 14.02 %
2025/09/30 DIS DISNEY WALT CO 0.42% 6.106 M $ 53327 2009/09/30 -504.819 K $ -7.67 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.40% 5.800 M $ 72551 2004/12/31 -814.054 K $ -12.06 %
2025/09/30 SPLG SPDR SERIES TRUST 0.39% 5.621 M $ 71745 2022/12/31 402.347 K $ 7.77 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.39% 5.566 M $ 16758 2014/03/31 215.242 K $ 4.13 %
2025/09/30 BSV VANGUARD BD INDEX FDS 0.38% 5.519 M $ 69941 2019/06/30 15.025 K $ 0.27 %
2025/09/30 LLY ELI LILLY & CO 0.35% 5.105 M $ 6690 2020/12/31 -86.088 K $ -2.12 %
2025/09/30 GPC GENUINE PARTS CO 0.35% 5.086 M $ 36694 2008/12/31 619.915 K $ 14.25 %
2025/09/30 VONV VANGUARD SCOTTSDALE FDS 0.35% 4.988 M $ 55808 2020/12/31 227.136 K $ 4.88 %
2025/09/30 IJR ISHARES TR 0.33% 4.779 M $ 40221 2020/03/31 390.119 K $ 8.73 %
2025/09/30 KMB KIMBERLY-CLARK CORP 0.32% 4.639 M $ 37305 2004/12/31 -182.595 K $ -3.55 %
2025/09/30 MET METLIFE INC 0.32% 4.630 M $ 56208 2011/03/31 111.877 K $ 2.42 %
2025/09/30 NTRS NORTHERN TR CORP 0.31% 4.474 M $ 33236 2009/06/30 260.705 K $ 6.16 %
2025/09/30 OTIS OTIS WORLDWIDE CORP 0.29% 4.232 M $ 46288 2020/06/30 -362.650 K $ -7.67 %
2025/09/30 QQQ INVESCO QQQ TR 0.28% 4.018 M $ 6692 2018/06/30 324.200 K $ 8.83 %
2025/09/30 COP CONOCOPHILLIPS 0.25% 3.583 M $ 37876 2004/12/31 180.735 K $ 5.40 %
2025/09/30 IEFA ISHARES TR 0.23% 3.335 M $ 38202 2017/06/30 147.079 K $ 4.59 %
2025/09/30 GE GE AEROSPACE 0.22% 3.206 M $ 10659 2021/09/30 458.012 K $ 16.87 %
2025/09/30 T AT&T INC 0.22% 3.155 M $ 111722 2007/03/31 -77.190 K $ -2.42 %
2025/09/30 UL UNILEVER PLC 0.19% 2.681 M $ 45230 2019/03/31 -85.516 K $ -3.09 %
2025/09/30 IWD ISHARES TR 0.19% 2.677 M $ 13148 2018/06/30 126.341 K $ 4.82 %
2025/09/30 BK BANK NEW YORK MELLON CORP 0.17% 2.404 M $ 22067 2007/09/30 393.842 K $ 19.59 %
2025/09/30 SHEL SHELL PLC 0.16% 2.275 M $ 31803 2022/03/31 36.935 K $ 1.59 %
2025/09/30 VEU VANGUARD INTL EQUITY INDEX F 0.16% 2.271 M $ 31815 2018/12/31 132.563 K $ 6.17 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 0.16% 2.263 M $ 3 2025/03/31 76.200 K $ 3.49 %
2025/09/30 IWP ISHARES TR 0.16% 2.253 M $ 15824 2022/09/30 59.023 K $ 2.69 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.15% 2.198 M $ 40805 2011/12/31 61.705 K $ 2.86 %
2025/09/30 XLV SELECT SECTOR SPDR TR 0.15% 2.171 M $ 15600 2013/03/31 68.638 K $ 3.25 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.15% 2.160 M $ 8758 2013/06/30 -461.877 K $ -17.49 %
2025/09/30 CTAS CINTAS CORP 0.14% 2.090 M $ 10180 2014/09/30 -181.277 K $ -7.90 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 0.14% 1.968 M $ 4664 2020/03/31 -72.475 K $ -3.53 %
2025/09/30 GOOG ALPHABET INC 0.13% 1.903 M $ 7813 2019/12/31 518.562 K $ 37.30 %
2025/09/30 IWF ISHARES TR 0.13% 1.882 M $ 4017 2007/06/30 177.905 K $ 10.32 %
2025/09/30 PEG PUBLIC SVC ENTERPRISE GRP IN 0.13% 1.826 M $ 21884 2016/03/31 -15.577 K $ -0.86 %
2025/09/30 KVUE KENVUE INC 0.11% 1.650 M $ 101638 2023/09/30 -517.150 K $ -22.46 %
2025/09/30 CSX CSX CORP 0.11% 1.631 M $ 45945 2011/03/31 143.179 K $ 8.83 %
2025/09/30 TXN TEXAS INSTRS INC 0.11% 1.627 M $ 8858 2019/12/31 -238.016 K $ -11.51 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.11% 1.584 M $ 35119 2004/12/31 -44.923 K $ -2.57 %
2025/09/30 IAU ISHARES GOLD TR 0.10% 1.476 M $ 20287 2022/03/31 211.104 K $ 16.69 %