Kanawha Capital Management LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), Kanawha Capital Management LLC reported 213 stock positions worth $1.3 billion. Its top holding was Microsoft (MSFT) at 7.6% of the portfolio, followed by Apple (AAPL, 4.9%) and Oracle (ORCL, 3.3%). Compared with Q1 2025, it opened 6 new positions, sold out of 5, added to 54 and reduced 105. The biggest buy was Amphenol Class A (APH, shares +2%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001164478
- Portfolio Value
- $1.3B (Q2 2025)
- SEC Filing
- 0001164478-25-000006 ↗ filed Jul 29, 2025
Holdings Value
Holdings 213 stocks · $1.3B
| MSFT Microsoft Corp. | 7.63% | 206,806 | $102.9M | Reduce -1.0% |
| AAPL Apple Inc. | 4.87% | 320,402 | $65.7M | Reduce -1.2% |
| ORCL Oracle Corp. | 3.27% | 201,466 | $44.0M | Reduce -0.4% |
| JPM JPMorgan Chase & Co. | 2.96% | 137,542 | $39.9M | Reduce -0.6% |
| LOW Lowe's Cos Inc. | 2.82% | 171,672 | $38.1M | Reduce -0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.68% | 74,487 | $36.2M | Reduce -0.4% |
| ADP Automatic Data Processing | 2.63% | 114,898 | $35.4M | Reduce -1.0% |
| IVV iShares Core S&P 500 ETF | 2.46% | 53,358 | $33.1M | Reduce -1.7% |
| PG The Procter & Gamble Co. | 2.19% | 185,353 | $29.5M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 2.08% | 158,850 | $28.0M | Add +1.1% |
| ABBV Abbvie Inc. | 1.99% | 144,470 | $26.8M | Add +0.3% |
| RTX RTX Corp. | 1.88% | 173,475 | $25.3M | Add +0.6% |
| IJH iShares Core S&P Midcap ETF | 1.83% | 398,788 | $24.7M | Add +0.2% |
| MCD McDonald's Corp. | 1.79% | 82,717 | $24.2M | Reduce -7.1% |
| ABT Abbott Laboratories | 1.79% | 177,363 | $24.1M | Reduce -0.2% |
| JNJ Johnson & Johnson | 1.70% | 150,086 | $22.9M | Add +0.1% |
| ITW Illinois Tool Works | 1.63% | 88,654 | $21.9M | Reduce -2.7% |
| CSCO Cisco Systems Inc. | 1.59% | 308,807 | $21.4M | Add +0.2% |
| VEA Vanguard Ftse Developed ETF | 1.56% | 367,943 | $21.0M | Add +7.0% |
| ECL Ecolab Inc. | 1.46% | 73,266 | $19.7M | Reduce -0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.42% | 64,798 | $19.1M | Add +1.5% |
| PH Parker Hannifin Corp. | 1.30% | 25,160 | $17.6M | Reduce -1.4% |
| CB Chubb Ltd. | 1.29% | 59,848 | $17.3M | Add +0.1% |
| COST Costco Wholesale Corp. | 1.28% | 17,383 | $17.2M | Add +2.6% |
| APH Amphenol Corp. Class A | 1.25% | 170,445 | $16.8M | Add +2.0% |
| PEP Pepsico Inc. | 1.24% | 126,851 | $16.7M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 1.22% | 74,973 | $16.4M | Add +7.8% |
| CVX Chevron Corp. | 1.18% | 110,940 | $15.9M | Reduce -0.4% |
| XOM Exxon Mobil Corp. | 1.17% | 145,900 | $15.7M | Reduce -0.5% |
| IWM iShares Russell 2000 ETF | 1.16% | 72,750 | $15.7M | Reduce -0.3% |
| BDX Becton Dickinson and Co. | 1.03% | 80,883 | $13.9M | Reduce -3.4% |
| QCOM Qualcomm Inc. | 1.01% | 85,422 | $13.6M | Add +0.0% |
| NSC Norfolk Southern Corp. | 1.00% | 52,455 | $13.4M | Reduce -1.5% |
| APD Air Products & Chemicals Inc. | 0.99% | 47,310 | $13.3M | Add +0.2% |
| NKE Nike Inc. Class B | 0.97% | 183,976 | $13.1M | Reduce -0.3% |
| KO The Coca-Cola Co. | 0.96% | 182,664 | $12.9M | Reduce -1.2% |
| D Dominion Energy Inc. | 0.86% | 206,244 | $11.7M | Add +2.9% |
| SO The Southern Co. | 0.81% | 118,980 | $10.9M | Add +2.7% |
| CAT Caterpillar Inc. | 0.81% | 28,002 | $10.9M | Reduce -3.8% |
| MDT Medtronic PLC | 0.78% | 120,498 | $10.5M | Add +1.1% |
| MMM 3M Co. | 0.76% | 67,233 | $10.2M | Reduce -0.3% |
| USB US Bancorp | 0.76% | 226,078 | $10.2M | Add +1.0% |
| VZ Verizon Communications Inc. | 0.76% | 236,338 | $10.2M | Add +3.5% |
| HD Home Depot Inc. | 0.75% | 27,441 | $10.1M | Reduce -1.1% |
| EMR Emerson Electric Co. | 0.74% | 74,590 | $9.9M | Reduce -2.6% |
| TFC Truist Financial Corp. | 0.73% | 228,630 | $9.8M | Reduce -12.7% |
| TGT Target Corp. | 0.72% | 98,817 | $9.7M | Reduce -3.2% |
| CARR Carrier Global Corp. | 0.70% | 128,782 | $9.4M | Reduce -3.8% |
| NVDA Nvidia Corp. | 0.66% | 56,564 | $8.9M | Add +6.5% |
| XLK SS Technology Select Sector | 0.64% | 34,121 | $8.6M | Add +0.1% |
| COF Capital One Financial Corp. | 0.61% | 38,423 | $8.2M | Reduce -0.9% |
| AVGO Broadcom Inc. | 0.59% | 28,951 | $8.0M | Add +7.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.57% | 12,430 | $7.7M | Reduce -0.3% |
| DE Deere & Co. | 0.56% | 14,951 | $7.6M | Reduce -1.5% |
| SPGI S&P Global Inc. | 0.56% | 14,336 | $7.6M | Add +6.4% |
| NDAQ Nasdaq Inc. | 0.55% | 82,886 | $7.4M | Add +0.5% |
| PFE Pfizer Inc. | 0.51% | 283,099 | $6.9M | Add +3.2% |
| VNQ Vanguard Real Estate ETF | 0.51% | 76,588 | $6.8M | Reduce -0.8% |
| CL Colgate-Palmolive Co. | 0.50% | 74,275 | $6.8M | Reduce -1.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.49% | 53,083 | $6.6M | Reduce -2.5% |
| BLK BlackRock Inc. | 0.47% | 6,039 | $6.3M | Add +8.0% |
| WMT Walmart Inc. | 0.45% | 61,387 | $6.0M | Add +2.1% |
| VWO Vanguard Ftse Emerging Marke | 0.42% | 114,518 | $5.7M | Reduce -0.3% |
| BSV Vanguard Short-Term Bond ETF | 0.42% | 71,550 | $5.6M | Reduce -0.8% |
| XYL Xylem Inc. | 0.40% | 41,603 | $5.4M | Reduce -0.6% |
| AXP American Express Co. | 0.39% | 16,331 | $5.2M | Add +1.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.38% | 71,212 | $5.2M | Add +1.3% |
| KMB Kimberly-Clark Corp. | 0.38% | 39,868 | $5.1M | Add +0.5% |
| OTIS Otis Worldwide Corp. | 0.35% | 47,780 | $4.7M | Reduce -3.8% |
| VONV Vanguard Russell 1000 Value | 0.34% | 54,600 | $4.7M | Add +3.1% |
| MET Metlife Inc. | 0.34% | 57,373 | $4.6M | Reduce -1.0% |
| IJR iShares Core S&P Small-Cap E | 0.33% | 40,893 | $4.5M | Reduce -2.5% |
| GPC Genuine Parts Co. | 0.32% | 35,854 | $4.3M | Add +67.0% |
| NTRS Northern Trust Corp. | 0.31% | 33,381 | $4.2M | Reduce -3.3% |
| LLY Eli Lilly & Co. | 0.30% | 5,208 | $4.1M | Add +13.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.27% | 6,653 | $3.7M | Reduce -1.2% |
| COP Conocophillips | 0.25% | 37,265 | $3.3M | Reduce -0.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.24% | 38,402 | $3.2M | Reduce -9.6% |
| T AT&T Inc. | 0.24% | 110,272 | $3.2M | Add +1.8% |
| UL Unilever PLC | 0.21% | 45,247 | $2.8M | Reduce -6.0% |
| GE General Electric filed as GE AEROSPACE | 0.20% | 10,546 | $2.7M | Add +0.6% |
| ACN Accenture PLC Class A | 0.20% | 8,833 | $2.6M | Reduce -0.3% |
| IWD iShares Russell 1000 Value E | 0.19% | 13,498 | $2.6M | Reduce -4.5% |
| SHEL Shell PLC-ADR | 0.17% | 32,978 | $2.3M | Reduce -6.4% |
| KVUE Kenvue Inc. | 0.17% | 110,032 | $2.3M | Reduce -6.1% |
| CTAS Cintas Corp. | 0.17% | 10,294 | $2.3M | Reduce -0.5% |
| IWP iShares Russell Mid-Cap Grow | 0.16% | 15,824 | $2.2M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.16% | 3 | $2.2M | No change |
| XLF SS Financial Select Sector | 0.16% | 41,137 | $2.2M | Reduce -0.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.16% | 31,943 | $2.1M | Reduce -0.2% |
| XLV SS Health Care Select Sector | 0.16% | 15,671 | $2.1M | Reduce -0.1% |
| TXN Texas Instruments Inc. | 0.15% | 9,963 | $2.1M | Reduce -29.2% |
| TT Trane Technologies PLC | 0.15% | 4,691 | $2.1M | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.15% | 22,064 | $2.0M | Reduce -0.7% |
| PEG Public Service Enterprise GP | 0.14% | 21,636 | $1.8M | Reduce -1.8% |
| BMY Bristol-Myers Squibb Co. | 0.13% | 37,751 | $1.7M | Add +1.5% |
| IWF iShares Russell 1000 Growth | 0.13% | 4,059 | $1.7M | Reduce -4.8% |
| CSX CSX Corp. | 0.12% | 49,715 | $1.6M | Reduce -2.0% |
| DOV Dover Corp. | 0.12% | 8,800 | $1.6M | Reduce -7.4% |
| PM Philip Morris International | 0.11% | 7,923 | $1.4M | Reduce -0.8% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -1.2% | 4.87% | −0.72 |
| AFL Aflac Inc. | Reduce -93.0% | 0.05% | −0.68 |
| BDX Becton Dickinson and Co. | Reduce -3.4% | 1.03% | −0.46 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 2.68% | −0.41 |
| MCD McDonald's Corp. | Reduce -7.1% | 1.79% | −0.37 |
| LOW Lowe's Cos Inc. | Reduce -0.8% | 2.82% | −0.31 |
| CVX Chevron Corp. | Reduce -0.4% | 1.18% | −0.27 |
| PEP Pepsico Inc. | Reduce -0.2% | 1.24% | −0.24 |
| XOM Exxon Mobil Corp. | Reduce -0.5% | 1.17% | −0.19 |
| ITW Illinois Tool Works | Reduce -2.7% | 1.63% | −0.13 |
| ADP Automatic Data Processing | Reduce -1.0% | 2.63% | −0.13 |
| TFC Truist Financial Corp. | Reduce -12.7% | 0.73% | −0.11 |
| TGT Target Corp. | Reduce -3.2% | 0.72% | −0.10 |
| KO The Coca-Cola Co. | Reduce -1.2% | 0.96% | −0.07 |
| COP Conocophillips | Reduce -0.4% | 0.25% | −0.06 |
| SLB SLB Ltd. | Reduce -19.8% | 0.09% | −0.06 |
| KVUE Kenvue Inc. | Reduce -6.1% | 0.17% | −0.05 |
| OTIS Otis Worldwide Corp. | Reduce -3.8% | 0.35% | −0.05 |
| CL Colgate-Palmolive Co. | Reduce -1.1% | 0.50% | −0.05 |
| HD Home Depot Inc. | Reduce -1.1% | 0.75% | −0.04 |
| ABT Abbott Laboratories | Reduce -0.2% | 1.79% | −0.04 |
| TXN Texas Instruments Inc. | Reduce -29.2% | 0.15% | −0.04 |
| AAAU Goldman Sachs Physical Gold | Sold out | 0.00% | −0.04 |
| VNQ Vanguard Real Estate ETF | Reduce -0.8% | 0.51% | −0.04 |
| MINT PIMCO Enhanced Short Maturit | Reduce -28.6% | 0.07% | −0.03 |
| SHEL Shell PLC-ADR | Reduce -6.4% | 0.17% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -11.8% | 0.08% | −0.03 |
| XLV SS Health Care Select Sector | Reduce -0.1% | 0.16% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.8% | 0.42% | −0.02 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.02 |
| MET Metlife Inc. | Reduce -1.0% | 0.34% | −0.02 |
| ACN Accenture PLC Class A | Reduce -0.3% | 0.20% | −0.02 |
| PPG PPG Industries Inc. | Sold out | 0.00% | −0.02 |
| INTC Intel Corp. | Reduce -20.0% | 0.06% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.3% | 0.06% | −0.02 |
| UL Unilever PLC | Reduce -6.0% | 0.21% | −0.02 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.02 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -6.5% | 0.08% | −0.01 |
| FLOT iShares Floating Rate Bond E | Reduce -7.5% | 0.09% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -4.5% | 0.19% | −0.01 |
| CLX Clorox Company | Reduce -5.0% | 0.03% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -9.6% | 0.24% | −0.01 |
| MMM 3M Co. | Reduce -0.3% | 0.76% | −0.01 |
| DOV Dover Corp. | Reduce -7.4% | 0.12% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.5% | 0.33% | −0.01 |
| AIT Applied Industrial Tech Inc. | Reduce -10.3% | 0.07% | −0.01 |
| BP BP PLC-Spons ADR | Reduce -12.2% | 0.02% | −0.01 |
| XLE SS Energy Select Sector | Reduce -0.6% | 0.05% | −0.01 |
| MO Altria Group Inc. | Reduce -0.4% | 0.08% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| APH Amphenol Corp. Class A | Add +2.0% | 1.25% | +0.40 |
| AVGO Broadcom Inc. | Add +7.6% | 0.59% | +0.24 |
| NVDA Nvidia Corp. | Add +6.5% | 0.66% | +0.22 |
| VEA Vanguard Ftse Developed ETF | Add +7.0% | 1.56% | +0.20 |
| AMZN Amazon.com Inc. | Add +7.8% | 1.22% | +0.19 |
| GOOGL Alphabet Inc. Class A | Add +1.1% | 2.08% | +0.19 |
| IBM Intl Business Machines Corp. | Add +1.5% | 1.42% | +0.18 |
| GPC Genuine Parts Co. | Add +67.0% | 0.32% | +0.12 |
| CSCO Cisco Systems Inc. | Add +0.2% | 1.59% | +0.11 |
| RTX RTX Corp. | Add +0.6% | 1.88% | +0.10 |
| XLK SS Technology Select Sector | Add +0.1% | 0.64% | +0.09 |
| NDAQ Nasdaq Inc. | Add +0.5% | 0.55% | +0.06 |
| BLK BlackRock Inc. | Add +8.0% | 0.47% | +0.06 |
| AXP American Express Co. | Add +1.9% | 0.39% | +0.05 |
| GE General Electric | Add +0.6% | 0.20% | +0.04 |
| GEV GE Vernova Inc. | Add +0.7% | 0.09% | +0.04 |
| WMT Walmart Inc. | Add +2.1% | 0.45% | +0.04 |
| COST Costco Wholesale Corp. | Add +2.6% | 1.28% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +0.2% | 1.83% | +0.03 |
| SPGI S&P Global Inc. | Add +6.4% | 0.56% | +0.03 |
| ETN Eaton Corp. PLC | New | 0.03% | +0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +1.3% | 0.38% | +0.02 |
| USB US Bancorp | Add +1.0% | 0.76% | +0.02 |
| IXN iShares Global Tech ETF | New | 0.02% | +0.02 |
| BWXT BWX Technologies Inc. | New | 0.02% | +0.02 |
| VOX Vanguard Communication Servi | New | 0.02% | +0.02 |
| CTVA Corteva Inc. | New | 0.02% | +0.02 |
| CVS CVS Health Corp. | New | 0.02% | +0.02 |
| WFC Wells Fargo & Co. | Add +6.8% | 0.08% | +0.01 |
| BAC Bank of America Corp. | Add +5.7% | 0.07% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +8.9% | 0.07% | +0.01 |
| LLY Eli Lilly & Co. | Add +13.6% | 0.30% | +0.01 |
| GLD SPDR Gold Shares | Add +6.7% | 0.09% | +0.01 |
| XLY SS Consumer Disc Select Sect | Add +0.8% | 0.10% | +0.01 |
| VONV Vanguard Russell 1000 Value | Add +3.1% | 0.34% | +0.01 |
| DUK Duke Energy Corp. | Add +14.2% | 0.07% | +0.00 |
| BIV Vanguard Intermediate-Term B | Add +11.2% | 0.04% | +0.00 |
| XLC SS Comm Select Sector SPDR | Add +7.1% | 0.02% | +0.00 |
| UNP Union Pacific Corp. | Add +10.7% | 0.08% | +0.00 |
| PAYX Paychex Inc. | Add +15.1% | 0.05% | +0.00 |
| AEP American Electric Power | Add +19.2% | 0.02% | +0.00 |
| AMGN Amgen Inc. | Add +18.9% | 0.02% | +0.00 |
| T AT&T Inc. | Add +1.8% | 0.24% | −0.00 |
| UPS United Parcel Service Class B | Add +10.6% | 0.04% | −0.00 |
| IBB iShares Biotechnology ETF | Add +1.4% | 0.08% | −0.00 |
| MRSH Marsh & McLennan Cos | Add +1.1% | 0.03% | −0.01 |
| D Dominion Energy Inc. | Add +2.9% | 0.86% | −0.01 |
| QCOM Qualcomm Inc. | Add +0.0% | 1.01% | −0.01 |
| UNH Unitedhealth Group Inc. | Add +47.0% | 0.06% | −0.01 |
| SO The Southern Co. | Add +2.7% | 0.81% | −0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 228 | $1.5B | AAPL, MSFT, GOOGL, JPM, IVV |
| Q1 2026 | 221 | $1.4B | AAPL, MSFT, GOOGL, JPM, LOW |
| Q4 2025 | 221 | $1.5B | MSFT, AAPL, GOOGL, JPM, LOW |
| Q3 2025 | 216 | $1.4B | MSFT, AAPL, ORCL, JPM, LOW |
| Q2 2025 | 213 | $1.3B | MSFT, AAPL, ORCL, JPM, LOW |
| Q1 2025 | 212 | $1.3B | MSFT, AAPL, LOW, BRK.B, ADP |
| Q4 2024 | 210 | $1.3B | MSFT, AAPL, LOW, ADP, BRK.B |
| Q3 2024 | 230 | $1.4B | MSFT, AAPL, LOW, ORCL, BRK.B |
| Q2 2024 | 229 | $1.3B | MSFT, AAPL, LOW, IVV, PG |
| Q1 2024 | 218 | $1.3B | MSFT, AAPL, LOW, BRK.B, ADP |