13F HOLDINGS REPORT

KANAWHA CAPITAL MANAGEMENT LLC

Quarter ended Q2 2025 · Filed July 29, 2025 · Accession 0001164478-25-000006

Total Value

$1.35B

Positions

213

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (213)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	MICROSOFT CORP	MSFT	206,806	$102.9M	7.63%
2	APPLE INC	AAPL	320,402	$65.7M	4.87%
3	ORACLE CORP	ORCL-PD	201,466	$44.0M	3.27%
4	JPMORGAN CHASE & CO.	VYLD	137,542	$39.9M	2.96%
5	LOWES COS INC	548661107	171,672	$38.1M	2.82%
6	BERKSHIRE HATHAWAY INC DEL	BRK-A	74,487	$36.2M	2.68%
7	AUTOMATIC DATA PROCESSING IN	ADP	114,898	$35.4M	2.63%
8	ISHARES TR	464287200	53,358	$33.1M	2.46%
9	PROCTER AND GAMBLE CO	742718109	185,353	$29.5M	2.19%
10	ALPHABET INC	GOOG	158,850	$28.0M	2.08%
11	ABBVIE INC	ABBV	144,470	$26.8M	1.99%
12	RTX CORPORATION	RTX	173,475	$25.3M	1.88%
13	ISHARES TR	464287507	398,788	$24.7M	1.83%
14	MCDONALDS CORP	MCD	82,717	$24.2M	1.79%
15	ABBOTT LABS	ABLZF	177,363	$24.1M	1.79%
16	JOHNSON & JOHNSON	JNJ	150,086	$22.9M	1.70%
17	ILLINOIS TOOL WKS INC	452308109	88,654	$21.9M	1.63%
18	CISCO SYS INC	CSCO	308,807	$21.4M	1.59%
19	VANGUARD TAX-MANAGED FDS	921943858	367,943	$21.0M	1.56%
20	ECOLAB INC	ECL	73,266	$19.7M	1.46%
21	INTERNATIONAL BUSINESS MACHS	INTR	64,798	$19.1M	1.42%
22	PARKER-HANNIFIN CORP	PH	25,160	$17.6M	1.30%
23	CHUBB LIMITED	CB	59,848	$17.3M	1.29%
24	COSTCO WHSL CORP NEW	22160K105	17,383	$17.2M	1.28%
25	AMPHENOL CORP NEW	032095101	170,445	$16.8M	1.25%
26	PEPSICO INC	PEP	126,851	$16.7M	1.24%
27	AMAZON COM INC	AMZN	74,973	$16.4M	1.22%
28	CHEVRON CORP NEW	CVX	110,940	$15.9M	1.18%
29	EXXON MOBIL CORP	XOM	145,900	$15.7M	1.17%
30	ISHARES TR	464287655	72,750	$15.7M	1.16%
31	BECTON DICKINSON & CO	BDX	80,883	$13.9M	1.03%
32	QUALCOMM INC	QCOM	85,422	$13.6M	1.01%
33	NORFOLK SOUTHN CORP	655844108	52,455	$13.4M	1.00%
34	AIR PRODS & CHEMS INC	AIIR	47,310	$13.3M	0.99%
35	NIKE INC	NKE	183,976	$13.1M	0.97%
36	COCA COLA CO	KO	182,664	$12.9M	0.96%
37	DOMINION ENERGY INC	D	206,244	$11.7M	0.86%
38	SOUTHERN CO	SOMN	118,980	$10.9M	0.81%
39	CATERPILLAR INC	CAT	28,002	$10.9M	0.81%
40	MEDTRONIC PLC	MDT	120,498	$10.5M	0.78%
41	3M CO	MMM	67,233	$10.2M	0.76%
42	US BANCORP DEL	USB-PS	226,078	$10.2M	0.76%
43	VERIZON COMMUNICATIONS INC	VZ	236,338	$10.2M	0.76%
44	HOME DEPOT INC	HD	27,441	$10.1M	0.75%
45	EMERSON ELEC CO	EMR	74,590	$9.9M	0.74%
46	TRUIST FINL CORP	89832Q109	228,630	$9.8M	0.73%
47	TARGET CORP	TGT	98,817	$9.7M	0.72%
48	CARRIER GLOBAL CORPORATION	CARR	128,782	$9.4M	0.70%
49	NVIDIA CORPORATION	NVDA	56,564	$8.9M	0.66%
50	SELECT SECTOR SPDR TR	81369Y803	34,121	$8.6M	0.64%
51	CAPITAL ONE FINL CORP	14040H105	38,423	$8.2M	0.61%
52	BROADCOM INC	AVGO	28,951	$8.0M	0.59%
53	SPDR S&P 500 ETF TR	SPY	12,430	$7.7M	0.57%
54	DEERE & CO	DE	14,951	$7.6M	0.56%
55	S&P GLOBAL INC	SPGI	14,336	$7.6M	0.56%
56	NASDAQ INC	NDAQ	82,886	$7.4M	0.55%
57	PFIZER INC	PFE	283,099	$6.9M	0.51%
58	VANGUARD INDEX FDS	922908553	76,588	$6.8M	0.51%
59	COLGATE PALMOLIVE CO	CL	74,275	$6.8M	0.50%
60	DISNEY WALT CO	254687106	53,083	$6.6M	0.49%
61	BLACKROCK INC	BLK	6,039	$6.3M	0.47%
62	WALMART INC	WMT	61,387	$6.0M	0.45%
63	VANGUARD INTL EQUITY INDEX F	922042858	114,518	$5.7M	0.42%
64	VANGUARD BD INDEX FDS	921937827	71,550	$5.6M	0.42%
65	XYLEM INC	XYL	41,603	$5.4M	0.40%
66	AMERICAN EXPRESS CO	AXP	16,331	$5.2M	0.39%
67	SPDR SERIES TRUST	78464A854	71,212	$5.2M	0.38%
68	KIMBERLY-CLARK CORP	KMB	39,868	$5.1M	0.38%
69	OTIS WORLDWIDE CORP	OTIS	47,780	$4.7M	0.35%
70	VANGUARD SCOTTSDALE FDS	92206C714	54,600	$4.7M	0.34%
71	METLIFE INC	MET-PF	57,373	$4.6M	0.34%
72	ISHARES TR	464287804	40,893	$4.5M	0.33%
73	GENUINE PARTS CO	GPC	35,854	$4.3M	0.32%
74	NORTHERN TR CORP	NTRSO	33,381	$4.2M	0.31%
75	ELI LILLY & CO	LLY	5,208	$4.1M	0.30%
76	INVESCO QQQ TR	IVZ	6,653	$3.7M	0.27%
77	CONOCOPHILLIPS	COP	37,265	$3.3M	0.25%
78	ISHARES TR	46432F842	38,402	$3.2M	0.24%
79	AT&T INC	T-PC	110,272	$3.2M	0.24%
80	UNILEVER PLC	UNLYF	45,247	$2.8M	0.21%
81	GE AEROSPACE	369604301	10,546	$2.7M	0.20%
82	ACCENTURE PLC IRELAND	ACN	8,833	$2.6M	0.20%
83	ISHARES TR	464287598	13,498	$2.6M	0.19%
84	SHELL PLC	RYDAF	32,978	$2.3M	0.17%
85	KENVUE INC	KVUE	110,032	$2.3M	0.17%
86	CINTAS CORP	CTAS	10,294	$2.3M	0.17%
87	ISHARES TR	464287481	15,824	$2.2M	0.16%
88	BERKSHIRE HATHAWAY INC DEL	BRK-A	3	$2.2M	0.16%
89	SELECT SECTOR SPDR TR	81369Y605	41,137	$2.2M	0.16%
90	VANGUARD INTL EQUITY INDEX F	922042775	31,943	$2.1M	0.16%
91	SELECT SECTOR SPDR TR	81369Y209	15,671	$2.1M	0.16%
92	TEXAS INSTRS INC	882508104	9,963	$2.1M	0.15%
93	TRANE TECHNOLOGIES PLC	TT	4,691	$2.1M	0.15%
94	BANK NEW YORK MELLON CORP	064058100	22,064	$2.0M	0.15%
95	PUBLIC SVC ENTERPRISE GRP IN	744573106	21,636	$1.8M	0.14%
96	BRISTOL-MYERS SQUIBB CO	CELG-RI	37,751	$1.7M	0.13%
97	ISHARES TR	464287614	4,059	$1.7M	0.13%
98	CSX CORP	CSX	49,715	$1.6M	0.12%
99	DOVER CORP	DOV	8,800	$1.6M	0.12%
100	PHILIP MORRIS INTL INC	718172109	7,923	$1.4M	0.11%
101	ALPHABET INC	GOOG	7,838	$1.4M	0.10%
102	SELECT SECTOR SPDR TR	81369Y407	6,354	$1.4M	0.10%
103	ISHARES GOLD TR	IAU	20,279	$1.3M	0.09%
104	ISHARES TR	46429B655	24,604	$1.3M	0.09%
105	SCHLUMBERGER LTD	SLB	37,115	$1.3M	0.09%
106	GE VERNOVA INC	GEV	2,321	$1.2M	0.09%
107	VISA INC	V	3,447	$1.2M	0.09%
108	SPDR GOLD TR	GLD	3,907	$1.2M	0.09%
109	SCHWAB CHARLES CORP	SCHW-PJ	12,623	$1.2M	0.09%
110	VANGUARD INDEX FDS	922908363	2,004	$1.1M	0.08%
111	WELLS FARGO CO NEW	949746101	14,170	$1.1M	0.08%
112	ISHARES TR	464287556	8,767	$1.1M	0.08%
113	SCHWAB STRATEGIC TR	808524797	41,722	$1.1M	0.08%
114	MERCK & CO INC	MRK	13,879	$1.1M	0.08%
115	SELECT SECTOR SPDR TR	81369Y308	13,366	$1.1M	0.08%
116	ALTRIA GROUP INC	MO	18,306	$1.1M	0.08%
117	UNION PAC CORP	UNP	4,629	$1.1M	0.08%
118	BANK AMERICA CORP	060505104	21,293	$1.0M	0.07%
119	PIMCO ETF TR	72201R833	9,973	$1.0M	0.07%
120	ISHARES TR	464287168	7,532	$1.0M	0.07%
121	SPDR INDEX SHS FDS	78463X541	18,360	$995,846	0.07%
122	TRAVELERS COMPANIES INC	TRV	3,718	$994,714	0.07%
123	ISHARES TR	464288646	18,730	$988,195	0.07%
124	ISHARES TR	464287465	11,029	$985,874	0.07%
125	VANGUARD WORLD FD	92204A801	5,013	$976,683	0.07%
126	THE CIGNA GROUP	125523100	2,921	$965,621	0.07%
127	APPLIED INDL TECHNOLOGIES IN	03820C105	4,115	$956,532	0.07%
128	SELECT SECTOR SPDR TR	81369Y704	6,122	$903,140	0.07%
129	DUKE ENERGY CORP NEW	DUKB	7,489	$883,743	0.07%
130	ISHARES TR	464287499	9,271	$852,654	0.06%
131	THERMO FISHER SCIENTIFIC INC	TMO	2,027	$821,906	0.06%
132	VANGUARD INDEX FDS	922908538	2,767	$786,907	0.06%
133	META PLATFORMS INC	META	1,045	$771,091	0.06%
134	DELL TECHNOLOGIES INC	DELL	6,258	$767,283	0.06%
135	MONDELEZ INTL INC	609207105	11,335	$764,448	0.06%
136	UNITEDHEALTH GROUP INC	UNH	2,433	$759,023	0.06%
137	INTEL CORP	INTC	33,876	$758,822	0.06%
138	PAYCHEX INC	PAYX	4,952	$720,318	0.05%
139	VANGUARD INDEX FDS	922908769	2,321	$705,456	0.05%
140	ISHARES TR	464287705	5,479	$677,095	0.05%
141	SELECT SECTOR SPDR TR	81369Y506	7,811	$662,451	0.05%
142	SPDR S&P MIDCAP 400 ETF TR	MDY	1,154	$653,718	0.05%
143	AUTOZONE INC	AZO	176	$653,352	0.05%
144	APPLIED MATLS INC	038222105	3,454	$632,324	0.05%
145	AFLAC INC	AFL	5,943	$626,709	0.05%
146	WISDOMTREE TR	WT	5,175	$591,347	0.04%
147	UNITED PARCEL SERVICE INC	UPS	5,726	$577,982	0.04%
148	YUM BRANDS INC	YUM	3,876	$574,346	0.04%
149	VANGUARD BD INDEX FDS	921937819	6,983	$540,065	0.04%
150	MASTERCARD INCORPORATED	MA	942	$529,270	0.04%
151	AUTODESK INC	ADSK	1,674	$518,220	0.04%
152	ISHARES TR	464287721	2,751	$476,611	0.04%
153	NEWMARKET CORP	NEU	685	$473,239	0.04%
154	WISDOMTREE TR	WT	9,710	$467,245	0.03%
155	MCKESSON CORP	MCK	635	$465,615	0.03%
156	CLOROX CO DEL	CLX	3,800	$456,266	0.03%
157	SPDR DOW JONES INDL AVERAGE	78467X109	1,020	$449,436	0.03%
158	VANGUARD INTL EQUITY INDEX F	922042742	3,470	$445,964	0.03%
159	NETFLIX INC	NFLX	328	$439,235	0.03%
160	MARSH & MCLENNAN COS INC	571748102	1,982	$433,344	0.03%
161	ITT INC	ITT	2,750	$431,283	0.03%
162	SPDR SERIES TRUST	78464A763	3,167	$429,827	0.03%
163	ISHARES TR	464287648	1,498	$428,218	0.03%
164	NOVARTIS AG	NVSEF	3,494	$422,809	0.03%
165	ADOBE INC	ADBE	1,074	$415,509	0.03%
166	INGERSOLL RAND INC	IR	4,946	$411,414	0.03%
167	ISHARES TR	464287150	2,993	$404,175	0.03%
168	VANGUARD INDEX FDS	922908736	872	$382,242	0.03%
169	DUPONT DE NEMOURS INC	DD	5,387	$369,485	0.03%
170	ISHARES TR	464287473	2,761	$364,839	0.03%
171	VANGUARD WHITEHALL FDS	921946406	2,713	$361,696	0.03%
172	EATON CORP PLC	ETN	1,007	$359,481	0.03%
173	PHILLIPS 66	PSX	2,995	$357,304	0.03%
174	ACUITY INC	AYI	1,175	$350,550	0.03%
175	HESS CORP	HESM	2,510	$347,669	0.03%
176	CONSTELLATION ENERGY CORP	CEG	1,023	$330,242	0.02%
177	SELECT SECTOR SPDR TR	81369Y886	4,044	$330,233	0.02%
178	AMGEN INC	AMGN	1,170	$326,676	0.02%
179	BP PLC	BPPFF	10,908	$326,471	0.02%
180	ISHARES TR	464287630	1,906	$300,691	0.02%
181	ADVANCED MICRO DEVICES INC	AMD	2,109	$299,267	0.02%
182	ROYAL BK CDA	780087102	2,265	$297,961	0.02%
183	HONEYWELL INTL INC	438516106	1,279	$297,894	0.02%
184	ISHARES TR	464287622	863	$293,049	0.02%
185	VANECK ETF TRUST	92189F676	1,021	$284,736	0.02%
186	VANGUARD INDEX FDS	922908611	1,406	$274,184	0.02%
187	VANGUARD INDEX FDS	922908629	975	$272,721	0.02%
188	VANGUARD SCOTTSDALE FDS	92206C870	3,274	$271,483	0.02%
189	MORGAN STANLEY	MS-PQ	1,914	$269,575	0.02%
190	INVESCO EXCHANGE TRADED FD T	IVZ	1,474	$267,885	0.02%
191	ISHARES TR	464287234	5,439	$262,377	0.02%
192	NORTHROP GRUMMAN CORP	NOC	516	$257,990	0.02%
193	ISHARES TR	46434V282	3,995	$256,199	0.02%
194	WASTE MGMT INC DEL	94106L109	1,082	$247,583	0.02%
195	SELECT SECTOR SPDR TR	81369Y852	2,270	$246,363	0.02%
196	SMUCKER J M CO	832696405	2,500	$245,500	0.02%
197	FIRST TR EXCHANGE TRADED FD	33738R506	3,900	$244,686	0.02%
198	ISHARES TR	464288414	2,328	$243,229	0.02%
199	BLACKSTONE INC	BX	1,620	$242,372	0.02%
200	AMERICAN ELEC PWR CO INC	025537101	2,328	$241,580	0.02%
201	ISHARES TR	464287291	2,611	$241,100	0.02%
202	ISHARES TR	464287226	2,407	$238,774	0.02%
203	CUMMINS INC	CMI	721	$236,135	0.02%
204	BWX TECHNOLOGIES INC	BWXT	1,613	$232,301	0.02%
205	TAIWAN SEMICONDUCTOR MFG LTD	874039100	1,017	$230,340	0.02%
206	CARMAX INC	KMX	3,424	$230,127	0.02%
207	VANGUARD WORLD FD	92204A884	1,324	$226,444	0.02%
208	VANGUARD INDEX FDS	922908637	782	$223,105	0.02%
209	CORTEVA INC	CTVA	2,992	$222,991	0.02%
210	VANGUARD MUN BD FDS	922907746	4,544	$222,792	0.02%
211	INTUITIVE SURGICAL INC	ISRG	408	$221,711	0.02%
212	CVS HEALTH CORP	CVS	3,128	$215,769	0.02%
213	SUNOCO LP/SUNOCO FIN CORP	SUN	3,800	$203,642	0.02%