13F HOLDINGS REPORT

KANAWHA CAPITAL MANAGEMENT LLC

Quarter ended Q4 2025 · Filed January 28, 2026 · Accession 0001164478-26-000001

Total Value

$1.45B

Positions

221

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (221)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	MICROSOFT CORP	MSFT	199,470	$96.5M	6.65%
2	APPLE INC	AAPL	313,844	$85.3M	5.88%
3	ALPHABET INC	GOOG	158,728	$49.7M	3.42%
4	JPMORGAN CHASE & CO.	VYLD	136,347	$43.9M	3.03%
5	LOWES COS INC	548661107	169,357	$40.8M	2.81%
6	ORACLE CORP	ORCL-PD	189,140	$36.9M	2.54%
7	BERKSHIRE HATHAWAY INC DEL	BRK-A	73,076	$36.7M	2.53%
8	ISHARES TR	464287200	52,911	$36.2M	2.50%
9	ABBVIE INC	ABBV	142,080	$32.5M	2.24%
10	RTX CORPORATION	RTX	170,368	$31.2M	2.15%
11	JOHNSON & JOHNSON	JNJ	148,475	$30.7M	2.12%
12	AUTOMATIC DATA PROCESSING IN	ADP	113,260	$29.1M	2.01%
13	ISHARES TR	464287507	400,328	$26.4M	1.82%
14	PROCTER AND GAMBLE CO	742718109	182,670	$26.2M	1.80%
15	MCDONALDS CORP	MCD	82,173	$25.1M	1.73%
16	CISCO SYS INC	CSCO	308,908	$23.8M	1.64%
17	VANGUARD TAX-MANAGED FDS	921943858	372,734	$23.3M	1.60%
18	AMPHENOL CORP NEW	032095101	168,486	$22.8M	1.57%
19	ABBOTT LABS	ABLZF	179,351	$22.5M	1.55%
20	ILLINOIS TOOL WKS INC	452308109	88,201	$21.7M	1.50%
21	PARKER-HANNIFIN CORP	PH	24,359	$21.4M	1.48%
22	ECOLAB INC	ECL	73,693	$19.3M	1.33%
23	INTERNATIONAL BUSINESS MACHS	INTR	64,576	$19.1M	1.32%
24	CHUBB LIMITED	CB	59,661	$18.6M	1.28%
25	AMAZON COM INC	AMZN	77,908	$18.0M	1.24%
26	PEPSICO INC	PEP	125,091	$18.0M	1.24%
27	ISHARES TR	464287655	72,236	$17.8M	1.23%
28	EXXON MOBIL CORP	XOM	144,394	$17.4M	1.20%
29	CHEVRON CORP NEW	CVX	113,725	$17.3M	1.19%
30	COSTCO WHSL CORP NEW	22160K105	19,118	$16.5M	1.14%
31	CATERPILLAR INC	CAT	27,646	$15.8M	1.09%
32	NORFOLK SOUTHN CORP	655844108	50,405	$14.6M	1.00%
33	QUALCOMM INC	QCOM	84,755	$14.5M	1.00%
34	BECTON DICKINSON & CO	BDX	68,511	$13.3M	0.92%
35	DOMINION ENERGY INC	D	223,682	$13.1M	0.90%
36	US BANCORP DEL	USB-PS	243,014	$13.0M	0.89%
37	COCA COLA CO	KO	181,201	$12.7M	0.87%
38	MEDTRONIC PLC	MDT	128,120	$12.3M	0.85%
39	AIR PRODS & CHEMS INC	AIIR	46,762	$11.6M	0.80%
40	SOUTHERN CO	SOMN	128,556	$11.2M	0.77%
41	NIKE INC	NKE	175,611	$11.2M	0.77%
42	NVIDIA CORPORATION	NVDA	58,674	$10.9M	0.75%
43	3M CO	MMM	65,621	$10.5M	0.72%
44	VERIZON COMMUNICATIONS INC	VZ	253,649	$10.3M	0.71%
45	BROADCOM INC	AVGO	28,569	$9.9M	0.68%
46	SELECT SECTOR SPDR TR	81369Y803	67,604	$9.7M	0.67%
47	EMERSON ELEC CO	EMR	72,220	$9.6M	0.66%
48	CAPITAL ONE FINL CORP	14040H105	39,105	$9.5M	0.65%
49	HOME DEPOT INC	HD	26,752	$9.2M	0.63%
50	TRUIST FINL CORP	89832Q109	183,393	$9.0M	0.62%
51	AFLAC INC	AFL	76,562	$8.4M	0.58%
52	S&P GLOBAL INC	SPGI	16,022	$8.4M	0.58%
53	SPDR S&P 500 ETF TR	SPY	12,241	$8.3M	0.58%
54	NASDAQ INC	NDAQ	82,342	$8.0M	0.55%
55	WALMART INC	WMT	70,244	$7.8M	0.54%
56	TARGET CORP	TGT	77,923	$7.6M	0.52%
57	CARRIER GLOBAL CORPORATION	CARR	137,549	$7.3M	0.50%
58	ELI LILLY & CO	LLY	6,650	$7.1M	0.49%
59	VANGUARD INDEX FDS	922908553	79,653	$7.0M	0.49%
60	BLACKROCK INC	BLK	6,465	$6.9M	0.48%
61	PFIZER INC	PFE	265,143	$6.6M	0.45%
62	DEERE & CO	DE	13,728	$6.4M	0.44%
63	AMERICAN EXPRESS CO	AXP	16,820	$6.2M	0.43%
64	VANGUARD INTL EQUITY INDEX F	922042858	112,956	$6.1M	0.42%
65	COLGATE PALMOLIVE CO	CL	74,141	$5.9M	0.40%
66	DISNEY WALT CO	254687106	51,171	$5.8M	0.40%
67	SPDR SERIES TRUST	78464A854	72,053	$5.8M	0.40%
68	VANGUARD BD INDEX FDS	921937827	70,500	$5.6M	0.38%
69	XYLEM INC	XYL	40,665	$5.5M	0.38%
70	VANGUARD SCOTTSDALE FDS	92206C714	58,864	$5.4M	0.37%
71	ISHARES TR	464287804	39,907	$4.8M	0.33%
72	GENUINE PARTS CO	GPC	37,122	$4.6M	0.31%
73	NORTHERN TR CORP	NTRSO	33,226	$4.5M	0.31%
74	METLIFE INC	MET-PF	56,668	$4.5M	0.31%
75	INVESCO QQQ TR	IVZ	6,629	$4.1M	0.28%
76	OTIS WORLDWIDE CORP	OTIS	43,599	$3.8M	0.26%
77	CONOCOPHILLIPS	COP	38,858	$3.6M	0.25%
78	ISHARES TR	46432F842	38,077	$3.4M	0.23%
79	KIMBERLY-CLARK CORP	KMB	31,828	$3.2M	0.22%
80	GE AEROSPACE	369604301	10,301	$3.2M	0.22%
81	AT&T INC	T-PC	117,485	$2.9M	0.20%
82	ISHARES TR	464287598	12,814	$2.7M	0.19%
83	UNILEVER PLC	UNLYF	39,491	$2.6M	0.18%
84	BANK NEW YORK MELLON CORP	064058100	21,452	$2.5M	0.17%
85	BRISTOL-MYERS SQUIBB CO	CELG-RI	45,352	$2.4M	0.17%
86	ALPHABET INC	GOOG	7,789	$2.4M	0.17%
87	VANGUARD INTL EQUITY INDEX F	922042775	32,185	$2.4M	0.16%
88	SELECT SECTOR SPDR TR	81369Y209	15,293	$2.4M	0.16%
89	ACCENTURE PLC IRELAND	ACN	8,756	$2.3M	0.16%
90	SHELL PLC	RYDAF	31,603	$2.3M	0.16%
91	BERKSHIRE HATHAWAY INC DEL	BRK-A	3	$2.3M	0.16%
92	SELECT SECTOR SPDR TR	81369Y605	40,177	$2.2M	0.15%
93	ISHARES TR	464287481	15,824	$2.2M	0.15%
94	ISHARES GOLD TR	IAU	24,732	$2.0M	0.14%
95	CINTAS CORP	CTAS	10,171	$1.9M	0.13%
96	ISHARES TR	464287614	3,982	$1.9M	0.13%
97	TRANE TECHNOLOGIES PLC	TT	4,654	$1.8M	0.12%
98	PUBLIC SVC ENTERPRISE GRP IN	744573106	21,824	$1.8M	0.12%
99	CSX CORP	CSX	45,608	$1.7M	0.11%
100	KENVUE INC	KVUE	94,665	$1.6M	0.11%
101	ISHARES TR	464287556	9,364	$1.6M	0.11%
102	DOVER CORP	DOV	7,967	$1.6M	0.11%
103	MERCK & CO INC	MRK	14,028	$1.5M	0.10%
104	TEXAS INSTRS INC	882508104	8,451	$1.5M	0.10%
105	GE VERNOVA INC	GEV	2,195	$1.4M	0.10%
106	SELECT SECTOR SPDR TR	81369Y407	11,948	$1.4M	0.10%
107	SPDR GOLD TR	GLD	3,592	$1.4M	0.10%
108	WELLS FARGO CO NEW	949746101	14,785	$1.4M	0.09%
109	ISHARES TR	46429B655	26,144	$1.3M	0.09%
110	UNITEDHEALTH GROUP INC	UNH	3,981	$1.3M	0.09%
111	VANGUARD INDEX FDS	922908363	2,070	$1.3M	0.09%
112	PHILIP MORRIS INTL INC	718172109	7,660	$1.2M	0.08%
113	VISA INC	V	3,353	$1.2M	0.08%
114	SCHWAB STRATEGIC TR	808524797	41,472	$1.1M	0.08%
115	SPDR INDEX SHS FDS	78463X541	18,285	$1.1M	0.08%
116	ALTRIA GROUP INC	MO	19,546	$1.1M	0.08%
117	BANK AMERICA CORP	060505104	20,270	$1.1M	0.08%
118	THERMO FISHER SCIENTIFIC INC	TMO	1,854	$1.1M	0.07%
119	TRAVELERS COMPANIES INC	TRV	3,693	$1.1M	0.07%
120	ISHARES TR	464287465	10,903	$1.0M	0.07%
121	UNION PAC CORP	UNP	4,503	$1.0M	0.07%
122	SELECT SECTOR SPDR TR	81369Y308	13,328	$1.0M	0.07%
123	VANGUARD WORLD FD	92204A801	4,968	$1.0M	0.07%
124	TOWNEBANK PORTSMOUTH VA	89214P109	30,861	$1.0M	0.07%
125	SCHWAB CHARLES CORP	SCHW-PJ	10,182	$1.0M	0.07%
126	ISHARES TR	464287168	7,201	$1.0M	0.07%
127	SLB LIMITED	SLB	26,422	$1.0M	0.07%
128	INTEL CORP	INTC	27,277	$1.0M	0.07%
129	DUKE ENERGY CORP NEW	DUKB	8,470	$992,750	0.07%
130	BLACKROCK ETF TRUST II	BLK	19,000	$958,740	0.07%
131	ISHARES TR	464288646	18,090	$956,599	0.07%
132	SELECT SECTOR SPDR TR	81369Y704	5,995	$929,968	0.06%
133	PIMCO ETF TR	72201R833	9,063	$909,381	0.06%
134	APPLIED MATLS INC	038222105	3,472	$892,269	0.06%
135	APPLIED INDL TECHNOLOGIES IN	03820C105	3,365	$864,031	0.06%
136	ISHARES TR	464287499	8,806	$847,754	0.06%
137	THE CIGNA GROUP	125523100	2,950	$811,926	0.06%
138	DELL TECHNOLOGIES INC	DELL	6,158	$775,222	0.05%
139	VANGUARD INDEX FDS	922908538	2,767	$772,380	0.05%
140	META PLATFORMS INC	META	1,126	$743,071	0.05%
141	VANGUARD INDEX FDS	922908769	2,150	$720,827	0.05%
142	SELECT SECTOR SPDR TR	81369Y506	15,622	$698,460	0.05%
143	ISHARES TR	464287705	5,053	$664,924	0.05%
144	SPDR S&P MIDCAP 400 ETF TR	MDY	1,086	$655,162	0.05%
145	VANGUARD BD INDEX FDS	921937819	8,227	$640,719	0.04%
146	AMGEN INC	AMGN	1,948	$637,600	0.04%
147	AUTOZONE INC	AZO	176	$596,904	0.04%
148	YUM BRANDS INC	YUM	3,861	$584,092	0.04%
149	MONDELEZ INTL INC	609207105	10,673	$574,528	0.04%
150	PAYCHEX INC	PAYX	4,952	$555,515	0.04%
151	UNITED PARCEL SERVICE INC	UPS	5,564	$551,893	0.04%
152	WISDOMTREE TR	WT	3,800	$547,808	0.04%
153	ISHARES TR	464287721	2,701	$539,273	0.04%
154	BOEING CO	BA-PA	2,379	$516,533	0.04%
155	MCKESSON CORP	MCK	615	$504,814	0.03%
156	MASTERCARD INCORPORATED	MA	869	$496,016	0.03%
157	AUTODESK INC	ADSK	1,674	$495,521	0.03%
158	VANGUARD INTL EQUITY INDEX F	922042742	3,470	$489,478	0.03%
159	GOLDMAN SACHS PHYSICAL GOLD	38150K103	11,495	$489,112	0.03%
160	SPDR DOW JONES INDL AVERAGE	78467X109	1,016	$488,230	0.03%
161	ITT INC	ITT	2,729	$473,509	0.03%
162	NEWMARKET CORP	NEU	685	$470,773	0.03%
163	WISDOMTREE TR	WT	8,700	$461,622	0.03%
164	NOVARTIS AG	NVSEF	3,294	$454,144	0.03%
165	ADVANCED MICRO DEVICES INC	AMD	2,030	$434,745	0.03%
166	ISHARES TR	464287648	1,298	$419,267	0.03%
167	ACUITY INC	AYI	1,125	$405,045	0.03%
168	SPDR SERIES TRUST	78464A763	2,800	$389,586	0.03%
169	ISHARES TR	464287473	2,761	$389,439	0.03%
170	PHILLIPS 66	PSX	2,995	$386,475	0.03%
171	ROYAL BK CDA	780087102	2,265	$386,160	0.03%
172	CLOROX CO DEL	CLX	3,800	$383,154	0.03%
173	INGERSOLL RAND INC	IR	4,746	$375,984	0.03%
174	CUMMINS INC	CMI	724	$369,807	0.03%
175	ADOBE INC	ADBE	1,037	$362,940	0.03%
176	BP PLC	BPPFF	10,431	$362,262	0.02%
177	VANGUARD WHITEHALL FDS	921946406	2,465	$353,804	0.02%
178	VANECK ETF TRUST	92189F676	971	$349,686	0.02%
179	SELECT SECTOR SPDR TR	81369Y886	8,188	$349,546	0.02%
180	CONSTELLATION ENERGY CORP	CEG	987	$348,741	0.02%
181	MORGAN STANLEY	MS-PQ	1,914	$339,753	0.02%
182	ISHARES TR	464287622	863	$322,279	0.02%
183	NETFLIX INC	NFLX	3,424	$321,034	0.02%
184	VANGUARD WORLD FD	92204A884	1,639	$317,360	0.02%
185	TESLA INC	TSLA	696	$313,005	0.02%
186	EATON CORP PLC	ETN	980	$312,133	0.02%
187	ISHARES TR	464287150	2,081	$309,424	0.02%
188	TAIWAN SEMICONDUCTOR MFG LTD	874039100	995	$302,371	0.02%
189	KROGER CO	KR	4,795	$299,620	0.02%
190	ISHARES TR	464287234	5,414	$296,200	0.02%
191	ISHARES TR	464287630	1,611	$291,929	0.02%
192	AMERICAN ELEC PWR CO INC	025537101	2,528	$291,533	0.02%
193	NORTHROP GRUMMAN CORP	NOC	511	$291,377	0.02%
194	INVESCO EXCHANGE TRADED FD T	IVZ	1,474	$282,359	0.02%
195	ALBEMARLE CORP	ALB-PA	1,988	$281,183	0.02%
196	VANGUARD INDEX FDS	922908629	965	$279,936	0.02%
197	SEAGATE TECHNOLOGY HLDNGS PL	SE	1,009	$277,869	0.02%
198	ISHARES TR	46434V282	3,995	$277,373	0.02%
199	VANGUARD INDEX FDS	922908736	554	$270,175	0.02%
200	SELECT SECTOR SPDR TR	81369Y852	2,270	$267,224	0.02%
201	QNITY ELECTRONICS INC	Q	3,177	$259,402	0.02%
202	CVS HEALTH CORP	CVS	3,128	$248,238	0.02%
203	VANGUARD INDEX FDS	922908637	782	$246,174	0.02%
204	SMUCKER J M CO	832696405	2,500	$244,525	0.02%
205	BWX TECHNOLOGIES INC	BWXT	1,413	$244,142	0.02%
206	HONEYWELL INTL INC	438516106	1,245	$242,921	0.02%
207	ISHARES TR	464287291	2,309	$242,445	0.02%
208	ISHARES TR	464288414	2,213	$237,034	0.02%
209	HERSHEY CO	HSY	1,300	$236,574	0.02%
210	WELLTOWER INC	WELL	1,262	$234,240	0.02%
211	SOLSTICE ADVANCED MATLS INC	83443Q103	4,751	$230,804	0.02%
212	VANGUARD MUN BD FDS	922907746	4,544	$228,518	0.02%
213	WASTE MGMT INC DEL	94106L109	1,032	$226,741	0.02%
214	INTUITIVE SURGICAL INC	ISRG	398	$225,411	0.02%
215	VANGUARD SCOTTSDALE FDS	92206C870	2,595	$217,334	0.01%
216	ENTERPRISE PRODS PARTNERS L	293792107	6,671	$213,872	0.01%
217	DUPONT DE NEMOURS INC	DD	5,236	$210,482	0.01%
218	ISHARES SILVER TR	SLV	3,200	$206,144	0.01%
219	PROSHARES TR	74347R693	2,186	$206,140	0.01%
220	CORTEVA INC	CTVA	3,036	$203,501	0.01%
221	PALANTIR TECHNOLOGIES INC	PLTR	1,126	$200,147	0.01%