13F HOLDINGS REPORT

KANAWHA CAPITAL MANAGEMENT LLC

Quarter ended Q3 2025 · Filed October 31, 2025 · Accession 0001164478-25-000008

Total Value

$1.45B

Positions

216

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (216)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	MICROSOFT CORP	MSFT	204,071	$105.7M	7.31%
2	APPLE INC	AAPL	320,252	$81.5M	5.64%
3	ORACLE CORP	ORCL-PD	197,038	$55.4M	3.83%
4	JPMORGAN CHASE & CO.	VYLD	137,479	$43.4M	3.00%
5	LOWES COS INC	548661107	169,887	$42.7M	2.95%
6	ALPHABET INC	GOOG	160,232	$39.0M	2.70%
7	BERKSHIRE HATHAWAY INC DEL	BRK-A	73,664	$37.0M	2.56%
8	ISHARES TR	464287200	53,002	$35.5M	2.45%
9	AUTOMATIC DATA PROCESSING IN	ADP	113,880	$33.4M	2.31%
10	ABBVIE INC	ABBV	143,105	$33.1M	2.29%
11	RTX CORPORATION	RTX	171,940	$28.8M	1.99%
12	PROCTER AND GAMBLE CO	742718109	181,518	$27.9M	1.93%
13	JOHNSON & JOHNSON	JNJ	148,631	$27.6M	1.91%
14	ISHARES TR	464287507	399,651	$26.1M	1.80%
15	MCDONALDS CORP	MCD	82,263	$25.0M	1.73%
16	ABBOTT LABS	ABLZF	176,256	$23.6M	1.63%
17	ILLINOIS TOOL WKS INC	452308109	88,959	$23.2M	1.61%
18	VANGUARD TAX-MANAGED FDS	921943858	372,068	$22.3M	1.54%
19	CISCO SYS INC	CSCO	309,492	$21.2M	1.47%
20	AMPHENOL CORP NEW	032095101	170,821	$21.1M	1.46%
21	ECOLAB INC	ECL	73,214	$20.1M	1.39%
22	PARKER-HANNIFIN CORP	PH	24,807	$18.8M	1.30%
23	INTERNATIONAL BUSINESS MACHS	INTR	64,622	$18.2M	1.26%
24	CHEVRON CORP NEW	CVX	113,557	$17.6M	1.22%
25	PEPSICO INC	PEP	125,238	$17.6M	1.22%
26	ISHARES TR	464287655	72,413	$17.5M	1.21%
27	CHUBB LIMITED	CB	59,923	$16.9M	1.17%
28	COSTCO WHSL CORP NEW	22160K105	18,175	$16.8M	1.16%
29	AMAZON COM INC	AMZN	76,573	$16.8M	1.16%
30	EXXON MOBIL CORP	XOM	139,983	$15.8M	1.09%
31	BECTON DICKINSON & CO	BDX	82,068	$15.4M	1.06%
32	NORFOLK SOUTHN CORP	655844108	50,871	$15.3M	1.06%
33	QUALCOMM INC	QCOM	85,395	$14.2M	0.98%
34	CATERPILLAR INC	CAT	27,631	$13.2M	0.91%
35	AIR PRODS & CHEMS INC	AIIR	47,892	$13.1M	0.90%
36	DOMINION ENERGY INC	D	213,407	$13.1M	0.90%
37	NIKE INC	NKE	185,908	$13.0M	0.90%
38	COCA COLA CO	KO	178,909	$11.9M	0.82%
39	MEDTRONIC PLC	MDT	121,159	$11.5M	0.80%
40	SOUTHERN CO	SOMN	119,547	$11.3M	0.78%
41	US BANCORP DEL	USB-PS	233,133	$11.3M	0.78%
42	HOME DEPOT INC	HD	27,492	$11.1M	0.77%
43	NVIDIA CORPORATION	NVDA	58,320	$10.9M	0.75%
44	VERIZON COMMUNICATIONS INC	VZ	243,040	$10.7M	0.74%
45	3M CO	MMM	65,403	$10.1M	0.70%
46	EMERSON ELEC CO	EMR	74,445	$9.8M	0.68%
47	TRUIST FINL CORP	89832Q109	212,994	$9.7M	0.67%
48	BROADCOM INC	AVGO	29,199	$9.6M	0.67%
49	SELECT SECTOR SPDR TR	81369Y803	33,942	$9.6M	0.66%
50	TARGET CORP	TGT	99,551	$8.9M	0.62%
51	CAPITAL ONE FINL CORP	14040H105	39,275	$8.3M	0.58%
52	SPDR S&P 500 ETF TR	SPY	12,400	$8.3M	0.57%
53	CARRIER GLOBAL CORPORATION	CARR	132,002	$7.9M	0.55%
54	S&P GLOBAL INC	SPGI	15,347	$7.5M	0.52%
55	NASDAQ INC	NDAQ	81,821	$7.2M	0.50%
56	BLACKROCK INC	BLK	6,177	$7.2M	0.50%
57	VANGUARD INDEX FDS	922908553	77,757	$7.1M	0.49%
58	PFIZER INC	PFE	278,676	$7.1M	0.49%
59	WALMART INC	WMT	63,768	$6.6M	0.45%
60	DEERE & CO	DE	13,922	$6.4M	0.44%
61	VANGUARD INTL EQUITY INDEX F	922042858	113,840	$6.2M	0.43%
62	XYLEM INC	XYL	41,511	$6.1M	0.42%
63	DISNEY WALT CO	254687106	53,327	$6.1M	0.42%
64	COLGATE PALMOLIVE CO	CL	72,551	$5.8M	0.40%
65	SPDR SERIES TRUST	78464A854	71,745	$5.6M	0.39%
66	AMERICAN EXPRESS CO	AXP	16,758	$5.6M	0.39%
67	VANGUARD BD INDEX FDS	921937827	69,941	$5.5M	0.38%
68	ELI LILLY & CO	LLY	6,690	$5.1M	0.35%
69	GENUINE PARTS CO	GPC	36,694	$5.1M	0.35%
70	VANGUARD SCOTTSDALE FDS	92206C714	55,808	$5.0M	0.35%
71	ISHARES TR	464287804	40,221	$4.8M	0.33%
72	KIMBERLY-CLARK CORP	KMB	37,305	$4.6M	0.32%
73	METLIFE INC	MET-PF	56,208	$4.6M	0.32%
74	NORTHERN TR CORP	NTRSO	33,236	$4.5M	0.31%
75	OTIS WORLDWIDE CORP	OTIS	46,288	$4.2M	0.29%
76	INVESCO QQQ TR	IVZ	6,692	$4.0M	0.28%
77	CONOCOPHILLIPS	COP	37,876	$3.6M	0.25%
78	ISHARES TR	46432F842	38,202	$3.3M	0.23%
79	GE AEROSPACE	369604301	10,659	$3.2M	0.22%
80	AT&T INC	T-PC	111,722	$3.2M	0.22%
81	UNILEVER PLC	UNLYF	45,230	$2.7M	0.19%
82	ISHARES TR	464287598	13,148	$2.7M	0.19%
83	BANK NEW YORK MELLON CORP	064058100	22,067	$2.4M	0.17%
84	SHELL PLC	RYDAF	31,803	$2.3M	0.16%
85	VANGUARD INTL EQUITY INDEX F	922042775	31,815	$2.3M	0.16%
86	BERKSHIRE HATHAWAY INC DEL	BRK-A	3	$2.3M	0.16%
87	ISHARES TR	464287481	15,824	$2.3M	0.16%
88	SELECT SECTOR SPDR TR	81369Y605	40,805	$2.2M	0.15%
89	SELECT SECTOR SPDR TR	81369Y209	15,600	$2.2M	0.15%
90	ACCENTURE PLC IRELAND	ACN	8,758	$2.2M	0.15%
91	CINTAS CORP	CTAS	10,180	$2.1M	0.14%
92	TRANE TECHNOLOGIES PLC	TT	4,664	$2.0M	0.14%
93	ALPHABET INC	GOOG	7,813	$1.9M	0.13%
94	ISHARES TR	464287614	4,017	$1.9M	0.13%
95	PUBLIC SVC ENTERPRISE GRP IN	744573106	21,884	$1.8M	0.13%
96	KENVUE INC	KVUE	101,638	$1.6M	0.11%
97	CSX CORP	CSX	45,945	$1.6M	0.11%
98	TEXAS INSTRS INC	882508104	8,858	$1.6M	0.11%
99	BRISTOL-MYERS SQUIBB CO	CELG-RI	35,119	$1.6M	0.11%
100	ISHARES GOLD TR	IAU	20,287	$1.5M	0.10%
101	SELECT SECTOR SPDR TR	81369Y407	5,989	$1.4M	0.10%
102	GE VERNOVA INC	GEV	2,328	$1.4M	0.10%
103	SPDR GOLD TR	GLD	3,917	$1.4M	0.10%
104	DOVER CORP	DOV	8,062	$1.3M	0.09%
105	UNITEDHEALTH GROUP INC	UNH	3,894	$1.3M	0.09%
106	ISHARES TR	46429B655	26,319	$1.3M	0.09%
107	WELLS FARGO CO NEW	949746101	15,420	$1.3M	0.09%
108	ALTRIA GROUP INC	MO	19,386	$1.3M	0.09%
109	ISHARES TR	464287556	8,845	$1.3M	0.09%
110	PHILIP MORRIS INTL INC	718172109	7,809	$1.3M	0.09%
111	VANGUARD INDEX FDS	922908363	1,979	$1.2M	0.08%
112	MERCK & CO INC	MRK	14,029	$1.2M	0.08%
113	VISA INC	V	3,375	$1.2M	0.08%
114	SCHWAB STRATEGIC TR	808524797	41,722	$1.1M	0.08%
115	DUKE ENERGY CORP NEW	DUKB	9,022	$1.1M	0.08%
116	SPDR INDEX SHS FDS	78463X541	18,310	$1.1M	0.08%
117	UNION PAC CORP	UNP	4,579	$1.1M	0.07%
118	TOWNEBANK PORTSMOUTH VA	89214P109	30,901	$1.1M	0.07%
119	BANK AMERICA CORP	060505104	20,295	$1.0M	0.07%
120	SELECT SECTOR SPDR TR	81369Y308	13,355	$1.0M	0.07%
121	TRAVELERS COMPANIES INC	TRV	3,718	$1.0M	0.07%
122	ISHARES TR	464287465	11,029	$1.0M	0.07%
123	ISHARES TR	464287168	7,220	$1.0M	0.07%
124	VANGUARD WORLD FD	92204A801	4,988	$1.0M	0.07%
125	SCHLUMBERGER LTD	SLB	28,556	$981,473	0.07%
126	INTEL CORP	INTC	28,985	$972,447	0.07%
127	SCHWAB CHARLES CORP	SCHW-PJ	10,182	$972,115	0.07%
128	ISHARES TR	464288646	18,090	$959,313	0.07%
129	THERMO FISHER SCIENTIFIC INC	TMO	1,936	$939,045	0.06%
130	PIMCO ETF TR	72201R833	9,263	$932,691	0.06%
131	SELECT SECTOR SPDR TR	81369Y704	6,035	$930,801	0.06%
132	APPLIED INDL TECHNOLOGIES IN	03820C105	3,365	$878,433	0.06%
133	ISHARES TR	464287499	9,081	$876,771	0.06%
134	DELL TECHNOLOGIES INC	DELL	6,158	$873,079	0.06%
135	THE CIGNA GROUP	125523100	2,921	$841,976	0.06%
136	META PLATFORMS INC	META	1,125	$825,966	0.06%
137	VANGUARD INDEX FDS	922908538	2,767	$812,917	0.06%
138	AUTOZONE INC	AZO	176	$755,082	0.05%
139	VANGUARD INDEX FDS	922908769	2,189	$718,405	0.05%
140	APPLIED MATLS INC	038222105	3,454	$707,172	0.05%
141	SELECT SECTOR SPDR TR	81369Y506	7,811	$697,835	0.05%
142	MONDELEZ INTL INC	609207105	11,105	$693,744	0.05%
143	ISHARES TR	464287705	5,279	$684,792	0.05%
144	SPDR S&P MIDCAP 400 ETF TR	MDY	1,124	$669,938	0.05%
145	AFLAC INC	AFL	5,943	$663,791	0.05%
146	PAYCHEX INC	PAYX	4,952	$627,716	0.04%
147	VANGUARD BD INDEX FDS	921937819	7,880	$615,349	0.04%
148	YUM BRANDS INC	YUM	3,861	$586,872	0.04%
149	NEWMARKET CORP	NEU	685	$567,324	0.04%
150	AUTODESK INC	ADSK	1,674	$531,780	0.04%
151	ISHARES TR	464287721	2,701	$528,956	0.04%
152	MASTERCARD INCORPORATED	MA	920	$523,227	0.04%
153	MCKESSON CORP	MCK	660	$510,192	0.04%
154	ITT INC	ITT	2,740	$489,802	0.03%
155	WISDOMTREE TR	WT	3,800	$486,514	0.03%
156	VANGUARD INTL EQUITY INDEX F	922042742	3,470	$478,166	0.03%
157	SPDR DOW JONES INDL AVERAGE	78467X109	1,020	$472,986	0.03%
158	WISDOMTREE TR	WT	9,350	$471,240	0.03%
159	CLOROX CO DEL	CLX	3,800	$468,540	0.03%
160	UNITED PARCEL SERVICE INC	UPS	5,564	$464,761	0.03%
161	GOLDMAN SACHS PHYSICAL GOLD	38150K103	11,495	$438,189	0.03%
162	NOVARTIS AG	NVSEF	3,374	$432,682	0.03%
163	ISHARES TR	464287648	1,298	$415,412	0.03%
164	DUPONT DE NEMOURS INC	DD	5,304	$413,171	0.03%
165	PHILLIPS 66	PSX	2,995	$407,380	0.03%
166	ACUITY INC	AYI	1,175	$404,658	0.03%
167	INGERSOLL RAND INC	IR	4,846	$400,383	0.03%
168	NETFLIX INC	NFLX	328	$393,246	0.03%
169	SPDR SERIES TRUST	78464A763	2,800	$392,077	0.03%
170	ISHARES TR	464287473	2,761	$385,629	0.03%
171	ADOBE INC	ADBE	1,074	$378,854	0.03%
172	BP PLC	BPPFF	10,908	$375,884	0.03%
173	AMGEN INC	AMGN	1,315	$371,093	0.03%
174	EATON CORP PLC	ETN	980	$366,756	0.03%
175	SELECT SECTOR SPDR TR	81369Y886	4,044	$352,677	0.02%
176	VANGUARD WHITEHALL FDS	921946406	2,465	$347,469	0.02%
177	ADVANCED MICRO DEVICES INC	AMD	2,084	$337,170	0.02%
178	ROYAL BK CDA	780087102	2,265	$333,680	0.02%
179	VANECK ETF TRUST	92189F676	1,021	$333,214	0.02%
180	AMERICAN ELEC PWR CO INC	025537101	2,928	$329,429	0.02%
181	CONSTELLATION ENERGY CORP	CEG	987	$324,851	0.02%
182	ISHARES TR	464287622	863	$315,409	0.02%
183	NORTHROP GRUMMAN CORP	NOC	511	$311,363	0.02%
184	CUMMINS INC	CMI	721	$304,645	0.02%
185	MORGAN STANLEY	MS-PQ	1,914	$304,214	0.02%
186	ISHARES TR	464287150	2,081	$303,098	0.02%
187	TESLA INC	TSLA	673	$299,297	0.02%
188	BWX TECHNOLOGIES INC	BWXT	1,613	$297,303	0.02%
189	WELLTOWER INC	WELL	1,645	$293,040	0.02%
190	ISHARES TR	464287630	1,656	$292,797	0.02%
191	ISHARES TR	464287234	5,439	$290,443	0.02%
192	VANGUARD INDEX FDS	922908629	975	$286,278	0.02%
193	TAIWAN SEMICONDUCTOR MFG LTD	874039100	1,017	$284,038	0.02%
194	INVESCO EXCHANGE TRADED FD T	IVZ	1,474	$279,618	0.02%
195	CVS HEALTH CORP	CVS	3,678	$277,284	0.02%
196	VANGUARD INDEX FDS	922908736	578	$277,117	0.02%
197	BLACKSTONE INC	BX	1,620	$276,836	0.02%
198	ISHARES TR	46434V282	3,995	$275,975	0.02%
199	VANGUARD WORLD FD	92204A884	1,469	$275,775	0.02%
200	VANGUARD SCOTTSDALE FDS	92206C870	3,274	$275,379	0.02%
201	ENBRIDGE INC	ENNPF	5,418	$273,382	0.02%
202	SMUCKER J M CO	832696405	2,500	$271,500	0.02%
203	SELECT SECTOR SPDR TR	81369Y852	2,270	$268,700	0.02%
204	HONEYWELL INTL INC	438516106	1,252	$263,582	0.02%
205	ISHARES TR	464287291	2,506	$258,644	0.02%
206	KELLANOVA	BEKE	3,100	$254,262	0.02%
207	ISHARES TR	464288414	2,328	$247,909	0.02%
208	ENTERPRISE PRODS PARTNERS L	293792107	7,804	$244,031	0.02%
209	VANGUARD INDEX FDS	922908637	782	$240,747	0.02%
210	WASTE MGMT INC DEL	94106L109	1,082	$238,938	0.02%
211	SEAGATE TECHNOLOGY HLDNGS PL	SE	1,009	$238,185	0.02%
212	VANGUARD MUN BD FDS	922907746	4,544	$227,518	0.02%
213	HERSHEY CO	HSY	1,200	$224,460	0.02%
214	PALANTIR TECHNOLOGIES INC	PLTR	1,198	$218,539	0.02%
215	PROSHARES TR	74347R693	2,186	$202,548	0.01%
216	CORTEVA INC	CTVA	2,992	$202,347	0.01%