13F HOLDINGS REPORT

KANAWHA CAPITAL MANAGEMENT LLC

Quarter ended Q1 2025 · Filed April 28, 2025 · Accession 0001164478-25-000002

Total Value

$1.29B

Positions

212

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (212)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	MICROSOFT CORP	MSFT	208,982	$78.4M	6.09%
2	APPLE INC	AAPL	324,370	$72.1M	5.60%
3	LOWES COS INC	548661107	173,032	$40.4M	3.13%
4	BERKSHIRE HATHAWAY INC DEL	BRK-A	74,799	$39.8M	3.09%
5	AUTOMATIC DATA PROCESSING IN	ADP	116,083	$35.5M	2.75%
6	JPMORGAN CHASE & CO.	VYLD	138,412	$34.0M	2.64%
7	PROCTER AND GAMBLE CO	742718109	185,102	$31.5M	2.45%
8	ISHARES TR	464287200	54,287	$30.5M	2.37%
9	ABBVIE INC	ABBV	144,005	$30.2M	2.34%
10	ORACLE CORP	ORCL-PD	202,320	$28.3M	2.20%
11	MCDONALDS CORP	MCD	89,005	$27.8M	2.16%
12	JOHNSON & JOHNSON	JNJ	149,938	$24.9M	1.93%
13	ALPHABET INC	GOOG	157,198	$24.3M	1.89%
14	ABBOTT LABS	ABLZF	177,764	$23.6M	1.83%
15	ISHARES TR	464287507	398,103	$23.2M	1.80%
16	RTX CORPORATION	RTX	172,398	$22.8M	1.77%
17	ILLINOIS TOOL WKS INC	452308109	91,112	$22.6M	1.76%
18	BECTON DICKINSON & CO	BDX	83,763	$19.2M	1.49%
19	PEPSICO INC	PEP	127,122	$19.1M	1.48%
20	CISCO SYS INC	CSCO	308,254	$19.0M	1.48%
21	CHEVRON CORP NEW	CVX	111,359	$18.6M	1.45%
22	ECOLAB INC	ECL	73,396	$18.6M	1.45%
23	CHUBB LIMITED	CB	59,813	$18.1M	1.40%
24	VANGUARD TAX-MANAGED FDS	921943858	343,816	$17.5M	1.36%
25	EXXON MOBIL CORP	XOM	146,678	$17.4M	1.35%
26	COSTCO WHSL CORP NEW	22160K105	16,934	$16.0M	1.24%
27	INTERNATIONAL BUSINESS MACHS	INTR	63,814	$15.9M	1.23%
28	PARKER-HANNIFIN CORP	PH	25,507	$15.5M	1.20%
29	ISHARES TR	464287655	72,936	$14.6M	1.13%
30	AIR PRODS & CHEMS INC	AIIR	47,216	$13.9M	1.08%
31	COCA COLA CO	KO	184,888	$13.2M	1.03%
32	AMAZON COM INC	AMZN	69,553	$13.2M	1.03%
33	QUALCOMM INC	QCOM	85,414	$13.1M	1.02%
34	NORFOLK SOUTHN CORP	655844108	53,272	$12.6M	0.98%
35	NIKE INC	NKE	184,558	$11.7M	0.91%
36	DOMINION ENERGY INC	D	200,430	$11.2M	0.87%
37	AMPHENOL CORP NEW	032095101	167,167	$11.0M	0.85%
38	TRUIST FINL CORP	89832Q109	261,745	$10.8M	0.84%
39	MEDTRONIC PLC	MDT	119,150	$10.7M	0.83%
40	SOUTHERN CO	SOMN	115,857	$10.7M	0.83%
41	TARGET CORP	TGT	102,059	$10.7M	0.83%
42	VERIZON COMMUNICATIONS INC	VZ	228,416	$10.4M	0.80%
43	HOME DEPOT INC	HD	27,739	$10.2M	0.79%
44	3M CO	MMM	67,430	$9.9M	0.77%
45	CATERPILLAR INC	CAT	29,110	$9.6M	0.75%
46	US BANCORP DEL	USB-PS	223,846	$9.5M	0.73%
47	AFLAC INC	AFL	84,368	$9.4M	0.73%
48	CARRIER GLOBAL CORPORATION	CARR	133,842	$8.5M	0.66%
49	EMERSON ELEC CO	EMR	76,608	$8.4M	0.65%
50	DEERE & CO	DE	15,174	$7.1M	0.55%
51	SELECT SECTOR SPDR TR	81369Y803	34,091	$7.0M	0.55%
52	COLGATE PALMOLIVE CO	CL	75,115	$7.0M	0.55%
53	VANGUARD INDEX FDS	922908553	77,200	$7.0M	0.54%
54	SPDR S&P 500 ETF TR	SPY	12,466	$7.0M	0.54%
55	PFIZER INC	PFE	274,435	$7.0M	0.54%
56	CAPITAL ONE FINL CORP	14040H105	38,767	$7.0M	0.54%
57	S&P GLOBAL INC	SPGI	13,469	$6.8M	0.53%
58	NASDAQ INC	NDAQ	82,498	$6.3M	0.49%
59	NVIDIA CORPORATION	NVDA	53,097	$5.8M	0.45%
60	VANGUARD BD INDEX FDS	921937827	72,143	$5.6M	0.44%
61	KIMBERLY-CLARK CORP	KMB	39,686	$5.6M	0.44%
62	DISNEY WALT CO	254687106	54,427	$5.4M	0.42%
63	BLACKROCK INC	BLK	5,591	$5.3M	0.41%
64	WALMART INC	WMT	60,130	$5.3M	0.41%
65	VANGUARD INTL EQUITY INDEX F	922042858	114,890	$5.2M	0.40%
66	OTIS WORLDWIDE CORP	OTIS	49,689	$5.1M	0.40%
67	XYLEM INC	XYL	41,870	$5.0M	0.39%
68	METLIFE INC	MET-PF	57,927	$4.7M	0.36%
69	SPDR SER TR	78464A854	70,335	$4.6M	0.36%
70	BROADCOM INC	AVGO	26,913	$4.5M	0.35%
71	ISHARES TR	464287804	41,953	$4.4M	0.34%
72	VANGUARD SCOTTSDALE FDS	92206C714	52,961	$4.4M	0.34%
73	AMERICAN EXPRESS CO	AXP	16,032	$4.3M	0.34%
74	CONOCOPHILLIPS	COP	37,429	$3.9M	0.31%
75	ELI LILLY & CO	LLY	4,585	$3.8M	0.29%
76	NORTHERN TR CORP	NTRSO	34,501	$3.4M	0.26%
77	ISHARES TR	46432F842	42,472	$3.2M	0.25%
78	INVESCO QQQ TR	IVZ	6,733	$3.2M	0.25%
79	AT&T INC	T-PC	108,362	$3.1M	0.24%
80	UNILEVER PLC	UNLYF	48,157	$2.9M	0.22%
81	KENVUE INC	KVUE	117,211	$2.8M	0.22%
82	ACCENTURE PLC IRELAND	ACN	8,856	$2.8M	0.21%
83	ISHARES TR	464287598	14,136	$2.7M	0.21%
84	SHELL PLC	RYDAF	35,248	$2.6M	0.20%
85	GENUINE PARTS CO	GPC	21,475	$2.6M	0.20%
86	TEXAS INSTRS INC	882508104	14,067	$2.5M	0.20%
87	BERKSHIRE HATHAWAY INC DEL	BRK-A	3	$2.4M	0.19%
88	SELECT SECTOR SPDR TR	81369Y209	15,692	$2.3M	0.18%
89	BRISTOL-MYERS SQUIBB CO	CELG-RI	37,194	$2.3M	0.18%
90	CINTAS CORP	CTAS	10,349	$2.1M	0.17%
91	GE AEROSPACE	369604301	10,479	$2.1M	0.16%
92	SELECT SECTOR SPDR TR	81369Y605	41,337	$2.1M	0.16%
93	VANGUARD INTL EQUITY INDEX F	922042775	32,015	$1.9M	0.15%
94	SCHLUMBERGER LTD	SLB	46,282	$1.9M	0.15%
95	BANK NEW YORK MELLON CORP	064058100	22,211	$1.9M	0.14%
96	ISHARES TR	464287481	15,824	$1.9M	0.14%
97	PUBLIC SVC ENTERPRISE GRP IN	744573106	22,036	$1.8M	0.14%
98	DOVER CORP	DOV	9,500	$1.7M	0.13%
99	TRANE TECHNOLOGIES PLC	TT	4,691	$1.6M	0.12%
100	ISHARES TR	464287614	4,264	$1.5M	0.12%
101	CSX CORP	CSX	50,715	$1.5M	0.12%
102	MERCK & CO INC	MRK	15,745	$1.4M	0.11%
103	PIMCO ETF TR	72201R833	13,958	$1.4M	0.11%
104	ISHARES TR	46429B655	26,604	$1.4M	0.11%
105	PHILIP MORRIS INTL INC	718172109	7,984	$1.3M	0.10%
106	SCHWAB STRATEGIC TR	808524797	44,622	$1.2M	0.10%
107	SELECT SECTOR SPDR TR	81369Y407	6,304	$1.2M	0.10%
108	ALPHABET INC	GOOG	7,838	$1.2M	0.10%
109	VISA INC	V	3,452	$1.2M	0.09%
110	ISHARES GOLD TR	IAU	20,279	$1.2M	0.09%
111	ISHARES TR	464287556	8,643	$1.1M	0.09%
112	ALTRIA GROUP INC	MO	18,384	$1.1M	0.09%
113	SELECT SECTOR SPDR TR	81369Y308	13,366	$1.1M	0.08%
114	SPDR GOLD TR	GLD	3,661	$1.1M	0.08%
115	APPLIED INDL TECHNOLOGIES IN	03820C105	4,585	$1.0M	0.08%
116	VANGUARD INDEX FDS	922908363	2,004	$1.0M	0.08%
117	ISHARES TR	464287168	7,594	$1.0M	0.08%
118	THERMO FISHER SCIENTIFIC INC	TMO	2,033	$1.0M	0.08%
119	ISHARES TR	464288646	19,064	$998,382	0.08%
120	SCHWAB CHARLES CORP	SCHW-PJ	12,623	$988,161	0.08%
121	UNION PAC CORP	UNP	4,180	$987,436	0.08%
122	TRAVELERS COMPANIES INC	TRV	3,718	$983,262	0.08%
123	SPDR INDEX SHS FDS	78463X541	18,360	$977,670	0.08%
124	INTEL CORP	INTC	42,361	$962,015	0.07%
125	THE CIGNA GROUP	125523100	2,921	$961,006	0.07%
126	WELLS FARGO CO NEW	949746101	13,270	$952,653	0.07%
127	VANGUARD WORLD FD	92204A801	5,013	$946,505	0.07%
128	UNITEDHEALTH GROUP INC	UNH	1,655	$866,806	0.07%
129	BANK AMERICA CORP	060505104	20,150	$840,862	0.07%
130	ISHARES TR	464287465	10,124	$827,427	0.06%
131	SELECT SECTOR SPDR TR	81369Y704	6,137	$804,396	0.06%
132	DUKE ENERGY CORP NEW	DUKB	6,560	$800,102	0.06%
133	ISHARES TR	464287499	9,391	$798,892	0.06%
134	MONDELEZ INTL INC	609207105	11,535	$782,665	0.06%
135	SELECT SECTOR SPDR TR	81369Y506	7,861	$734,610	0.06%
136	GE VERNOVA INC	GEV	2,306	$703,976	0.05%
137	VANGUARD INDEX FDS	922908538	2,767	$676,919	0.05%
138	AUTOZONE INC	AZO	176	$671,049	0.05%
139	ISHARES TR	464287705	5,543	$663,663	0.05%
140	PAYCHEX INC	PAYX	4,301	$663,558	0.05%
141	VANGUARD INDEX FDS	922908769	2,321	$637,935	0.05%
142	SPDR S&P MIDCAP 400 ETF TR	MDY	1,169	$623,638	0.05%
143	META PLATFORMS INC	META	1,070	$616,539	0.05%
144	YUM BRANDS INC	YUM	3,876	$609,927	0.05%
145	DELL TECHNOLOGIES INC	DELL	6,638	$605,092	0.05%
146	WISDOMTREE TR	WT	5,425	$597,727	0.05%
147	CLOROX CO DEL	CLX	4,000	$589,000	0.05%
148	UNITED PARCEL SERVICE INC	UPS	5,176	$569,308	0.04%
149	WISDOMTREE TR	WT	11,060	$525,129	0.04%
150	GOLDMAN SACHS PHYSICAL GOLD	38150K103	16,850	$520,328	0.04%
151	MASTERCARD INCORPORATED	MA	942	$516,253	0.04%
152	APPLIED MATLS INC	038222105	3,454	$501,244	0.04%
153	VANGUARD BD INDEX FDS	921937819	6,279	$480,783	0.04%
154	MARSH & MCLENNAN COS INC	571748102	1,960	$478,299	0.04%
155	ISHARES TR	464287721	3,251	$456,526	0.04%
156	SPDR SER TR	78464A763	3,267	$443,236	0.03%
157	AUTODESK INC	ADSK	1,674	$438,253	0.03%
158	MCKESSON CORP	MCK	640	$430,989	0.03%
159	SPDR DOW JONES INDL AVERAGE	78467X109	1,020	$428,252	0.03%
160	BP PLC	BPPFF	12,425	$419,836	0.03%
161	ADOBE INC	ADBE	1,074	$411,911	0.03%
162	VANGUARD INTL EQUITY INDEX F	922042742	3,470	$402,347	0.03%
163	DUPONT DE NEMOURS INC	DD	5,387	$402,291	0.03%
164	HESS CORP	HESM	2,510	$400,846	0.03%
165	INGERSOLL RAND INC	IR	4,946	$395,834	0.03%
166	NOVARTIS AG	NVSEF	3,494	$389,511	0.03%
167	NEWMARKET CORP	NEU	685	$388,018	0.03%
168	ISHARES TR	464287648	1,498	$382,784	0.03%
169	PHILLIPS 66	PSX	2,995	$369,823	0.03%
170	ISHARES TR	464287150	2,993	$365,176	0.03%
171	ITT INC	ITT	2,760	$356,482	0.03%
172	VANGUARD WHITEHALL FDS	921946406	2,713	$349,893	0.03%
173	ISHARES TR	464287473	2,761	$347,803	0.03%
174	VANGUARD INDEX FDS	922908736	913	$338,522	0.03%
175	ACUITY INC	AYI	1,275	$335,771	0.03%
176	NETFLIX INC	NFLX	343	$319,858	0.02%
177	SELECT SECTOR SPDR TR	81369Y886	4,044	$318,869	0.02%
178	HONEYWELL INTL INC	438516106	1,449	$306,862	0.02%
179	AMGEN INC	AMGN	984	$306,565	0.02%
180	SMUCKER J M CO	832696405	2,500	$296,025	0.02%
181	ISHARES TR	464287630	1,956	$295,317	0.02%
182	CARMAX INC	KMX	3,577	$278,720	0.02%
183	VANGUARD SCOTTSDALE FDS	92206C870	3,274	$267,685	0.02%
184	NORTHROP GRUMMAN CORP	NOC	521	$266,757	0.02%
185	ISHARES TR	464287622	863	$264,717	0.02%
186	VANGUARD INDEX FDS	922908629	1,019	$263,429	0.02%
187	WASTE MGMT INC DEL	94106L109	1,132	$262,069	0.02%
188	VANGUARD INDEX FDS	922908611	1,406	$261,924	0.02%
189	HERSHEY CO	HSY	1,500	$256,545	0.02%
190	INVESCO EXCHANGE TRADED FD T	IVZ	1,474	$255,341	0.02%
191	ROYAL BK CDA	780087102	2,265	$255,311	0.02%
192	ISHARES TR	464287226	2,529	$250,169	0.02%
193	TAIWAN SEMICONDUCTOR MFG LTD	874039100	1,502	$249,332	0.02%
194	ISHARES TR	464288414	2,328	$245,464	0.02%
195	PPG INDS INC	693506107	2,195	$240,033	0.02%
196	ADVANCED MICRO DEVICES INC	AMD	2,334	$239,795	0.02%
197	ISHARES TR	464287234	5,439	$237,684	0.02%
198	VANGUARD MUN BD FDS	922907746	4,694	$232,916	0.02%
199	ISHARES TR	46434V282	3,995	$231,231	0.02%
200	INTUITIVE SURGICAL INC	ISRG	462	$228,815	0.02%
201	FIRST TR EXCHANGE TRADED FD	33738R506	3,900	$228,306	0.02%
202	BLACKSTONE INC	BX	1,620	$226,492	0.02%
203	CUMMINS INC	CMI	721	$225,909	0.02%
204	MORGAN STANLEY	MS-PQ	1,926	$224,680	0.02%
205	GENERAL MLS INC	370334104	3,704	$221,444	0.02%
206	SUNOCO LP/SUNOCO FIN CORP	SUN	3,800	$220,628	0.02%
207	VANECK ETF TRUST	92189F676	1,021	$215,911	0.02%
208	AMERICAN ELEC PWR CO INC	025537101	1,953	$213,432	0.02%
209	CONSTELLATION ENERGY CORP	CEG	1,048	$211,345	0.02%
210	BOSTON SCIENTIFIC CORP	BSX	2,081	$209,931	0.02%
211	SELECT SECTOR SPDR TR	81369Y852	2,120	$204,474	0.02%
212	VANGUARD INDEX FDS	922908637	782	$200,997	0.02%