Fund HoldingsKANAWHA CAPITAL MANAGEMENT LLC

Total Portfolio Value
$1.25B
Total Bought
$152.25M
Total Sold
$41.11M
Net Transaction
+$111.14M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SCHWAB TREAS OBLGS MONEY FUND026,722,982+26,722,982026,7232.13%+26,723
SCHWAB VALUE ADVANTAGE MONEY F014,410,138+14,410,138014,4101.15%+14,410
SCHWAB AMT TAX-FREE MONEY ULTR08,336,791+8,336,79108,3370.67%+8,337
MICROSOFT CORP(MSFT)218,222212,434-5,78882,06089,3757.13%+7,315
LOWES INC(LOW)176,675175,998-67739,31944,8323.58%+5,513
BERKSHIRE HATHAWAY B68,69169,960+1,26924,49929,4192.35%+4,920
ORACLE CORP(ORCL)0199,993+199,993025,1212.01%+25,121
JP MORGAN CHASE(JPM)132,254133,846+1,59222,49626,8092.14%+4,313
ALPHABET CLASS A(GOOG)129,912147,986+18,07418,14722,3361.78%+4,188
TARGET CORP(TGT)103,810105,969+2,15914,78518,7791.50%+3,994
ABBVIE INC(ABBV)0142,122+142,122025,8802.07%+25,880
AMAZON.COM INC(AMZN)34,48247,620+13,1385,2398,5900.69%+3,351
SCHWAB VALUE ADVANTAGE ULTRA S03,193,096+3,193,09603,1930.25%+3,193
ISHARES CORE S&P MIDCAP77,667406,892+329,22521,52524,7151.97%+3,189
PROCTER & GAMBLE CO(PG)0177,044+177,044028,7252.29%+28,725
SCHWAB TREAS OBLGS MNY FD ULTR02,980,000+2,980,00002,9800.24%+2,980
RTX CORP(RTX)153,952159,451+5,49912,95415,5511.24%+2,598
ECOLAB INC(ECL)70,15271,426+1,27413,91516,4921.32%+2,578
EXXON MOBIL0137,961+137,961016,0371.28%+16,037
AUTO DATA PROC0117,176+117,176029,2632.34%+29,263
SCHWAB GOVERNMENT MONEY ULTRA02,195,000+2,195,00002,1950.18%+2,195
PARKER-HANNIFIN(PH)25,94025,415-52511,95114,1251.13%+2,175
CHUBB LTD
COM
53,77054,862+1,09212,15214,2161.13%+2,064
QUALCOMM INC(QCOM)79,61779,837+22011,51513,5161.08%+2,001
DISNEY (WALT)(DIS)056,353+56,35306,8950.55%+6,895
MEDTRONIC PLC(MDT)92,591109,365+16,7747,6289,5310.76%+1,904
ISHARES S&P 50056,99355,355-1,63827,22229,1022.32%+1,880
VERIZON(VZ)194,538218,202+23,6647,3349,1560.73%+1,822
CATERPILLAR INC(CAT)27,93427,486-4488,25910,0720.80%+1,812
INTL BUS MACHINES(IBM)53,55654,914+1,3588,75910,4860.84%+1,727
SCHWAB VALUE ADVANTAGE TAX FRE01,608,000+1,608,00001,6080.13%+1,608
AMPHENOL CORP68,12871,530+3,4026,7548,2510.66%+1,497
CHEVRON CORP(CVX)0110,973+110,973017,5051.40%+17,505
COSTCO COS INC(COST)14,54915,116+5679,60411,0750.88%+1,471
DOMINION ENERGY(D)0192,807+192,80709,4840.76%+9,484
SCHWAB MUNI MONEY FUNDVALUE AD01,312,185+1,312,18501,3120.10%+1,312
PEPSICO INC(PEP)0130,159+130,159022,7791.82%+22,779
EMERSON ELECTRIC(EMR)081,642+81,64209,2600.74%+9,260
S&P GLOBAL INC(SPGI)2,7335,439+2,7061,2042,3140.18%+1,110
ILLINOIS TOOL WKS(ITW)88,59590,592+1,99723,20724,3091.94%+1,102
NORFOLK SOUTHERN(NSC)56,03256,248+21613,24514,3361.14%+1,091
VANGUARD FTSE DEV MARKETS360,125364,553+4,42817,25018,2901.46%+1,040
ABBOTT LABS174,689177,830+3,14119,22820,2121.61%+984
BECTON DICKINSON(BDX)084,524+84,524020,9151.67%+20,915
ISHARES CORE S&P SMALL CAP029,234+29,23403,2310.26%+3,231
TRUIST FINANCIAL CORP(TFC)250,781260,745+9,9649,25910,1640.81%+905
HOME DEPOT(HD)27,23326,822-4119,43810,2890.82%+851
PFIZER INC(PFE)0261,052+261,05207,2440.58%+7,244
ISHARES RUSSELL 200075,93276,243+31115,24016,0341.28%+794
JOHNSON&JOHNSON(JNJ)0143,832+143,832022,7531.82%+22,753
NVIDIA CORPORATION(NVDA)01,856+1,85601,6770.13%+1,677
COLGATE-PALMOLIVE(CL)76,85776,472-3856,1266,8860.55%+760
COCA-COLA CO(KO)172,542178,302+5,76010,16810,9090.87%+741
BROADCOM LTD(AVGO)1,0571,441+3841,1801,9100.15%+730
FIDELITY MMKT PREMIUM CLASS0722,451+722,45107220.06%+722
INVESCO QQQ TRUST4,6015,782+1,1811,8842,5670.20%+683
GE AEROSPACE(GE)10,19110,759+5681,3011,8890.15%+588
AMERICAN EXPRESS(AXP)14,55214,550-22,7263,3130.26%+587
OTIS WORLDWIDE CORP(OTIS)47,66448,824+1,1604,2644,8470.39%+582
XYLEM INC(XYL)40,40840,139-2694,6215,1880.41%+567
TECHNOLOGY SELECT SPDR
ST STR TECHN ETF
34,68534,612-736,6767,2090.58%+532
SPDR S&P 500(SPY)9,9069,977+714,7095,2190.42%+510
SPDR PORTFOLIO S&P 500
ST STR P500ETF
60,58663,006+2,4203,3873,8770.31%+490
CAPITAL ONE FINL(COF)42,40240,550-1,8525,5606,0370.48%+478
WAL-MART(WMT)13,55643,326+29,7702,1372,6070.21%+470
SCHLUMBERGER(SLB)047,944+47,94402,6280.21%+2,628
U.S. BANCORP(USB)209,543212,872+3,3299,0699,5150.76%+446
METLIFE INC(MET)061,667+61,66704,5700.36%+4,570
SPDR DJIA ETF TRUST(DIA)01,020+1,02004060.03%+406
MERCK & CO INC(MRK)018,022+18,02202,3780.19%+2,378
SOUTHERN CO(SO)102,140104,411+2,2717,1627,4900.60%+328
BLACKROCK INC(BLK)4,1184,397+2793,3433,6660.29%+323
LILLY (ELI) & CO(LLY)1,2751,349+747431,0500.08%+306
CONOCOPHILLIPS(COP)037,421+37,42104,7630.38%+4,763
VANGUARD RUSSELL 1000 VALUE
VNG RUS1000VAL
40,97541,433+4582,9723,2580.26%+286
NOVO NORDISK(NVO)02,148+2,14802760.02%+276
BERKSHIRE HATHAWAY CL A 1/10003+301,9030.15%+1,903
ISHARES NATIONAL MUNI BOND ETF02,457+2,45702640.02%+264
CIGNA CORP(CI)03,283+3,28301,1920.10%+1,192
WELLS FARGO & CO(WFC)019,926+19,92601,1550.09%+1,155
VANGUARD MID CAP01,001+1,00102500.02%+250
SCHWAB GOVERNMENT MONEY0249,115+249,11502490.02%+249
NASDAQ INC(NDAQ)88,48585,445-3,0405,1455,3920.43%+247
ZIMMER BIOMET HLDGS(ZBH)01,743+1,74302300.02%+230
GENUINE PARTS CO(GPC)017,464+17,46402,7060.22%+2,706
TRANE TECHNOLOGIES PLC(TT)4,7904,653-1371,1681,3970.11%+229
DELL TECH CL C(DELL)06,299+6,29907190.06%+719
AMGEN(AMGN)01,691+1,69104810.04%+481
ISHARES US EQUITY FACTOR
U S EQUITY FACTR
03,995+3,99502150.02%+215
MASCO CORP(MAS)02,654+2,65402090.02%+209
CINTAS CORP(CTAS)2,6452,621-241,5941,8010.14%+207
FINANCIALS SELECT SPDR
ST STR FINL ETF
41,23141,286+551,5501,7390.14%+189
ISHARES RUSSELL 1000 VALUE13,46413,444-202,2252,4080.19%+183
BANK OF AMERICA018,144+18,14406880.05%+688
HEALTH CARE SELECT SPDR
ST STR CARE ETF
16,45016,321-1292,2432,4110.19%+168
THE TRAVELERS CO(TRV)3,7373,787+507128720.07%+160
META PLATFORMS CL A(META)01,006+1,00604890.04%+489
3M COMPANY(MMM)61,48564,860+3,3756,7226,8800.55%+158
VISA INC(V)2,7913,142+3517278770.07%+150
AT&T(T)095,754+95,75401,6850.13%+1,685
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