Fund HoldingsKANAWHA CAPITAL MANAGEMENT LLC

Total Portfolio Value
$1.29B
Total Bought
$376.04M
Total Sold
$352.88M
Net Transaction
+$23.16M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL074,799+74,799039,8363.09%+39,836
ISHARES TR054,287+54,287030,5042.37%+30,504
ALPHABET INC(GOOG)0157,198+157,198024,3091.89%+24,309
ISHARES TR0398,103+398,103023,2291.80%+23,229
VANGUARD TAX-MANAGED FDS0343,816+343,816017,4761.36%+17,476
ISHARES TR072,936+72,936014,5501.13%+14,550
NIKE INC(NKE)0184,558+184,558011,7160.91%+11,716
AMPHENOL CORP NEW0167,167+167,167010,9640.85%+10,964
MEDTRONIC PLC(MDT)0119,150+119,150010,7070.83%+10,707
US BANCORP DEL(USB)0223,846+223,84609,4510.73%+9,451
AFLAC INC(AFL)084,368+84,36809,3810.73%+9,381
SELECT SECTOR SPDR TR
ST STR TECHN ETF
034,091+34,09107,0390.55%+7,039
VANGUARD INDEX FDS077,200+77,20006,9900.54%+6,990
SPDR S&P 500 ETF TR(SPY)012,466+12,46606,9740.54%+6,974
VANGUARD BD INDEX FDS072,143+72,14305,6470.44%+5,647
VANGUARD INTL EQUITY INDEX F0114,890+114,89005,2000.40%+5,200
SPDR SER TR
ST STR P500ETF
070,335+70,33504,6250.36%+4,625
ABBVIE INC(ABBV)0144,005+144,005030,1722.34%+30,172
ISHARES TR041,953+41,95304,3870.34%+4,387
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
052,961+52,96104,3710.34%+4,371
JOHNSON & JOHNSON(JNJ)0149,938+149,938024,8661.93%+24,866
ABBOTT LABS0177,764+177,764023,5801.83%+23,580
ISHARES TR
CORE MSCI EAFE
042,472+42,47203,2130.25%+3,213
INVESCO QQQ TR06,733+6,73303,1570.25%+3,157
RTX CORPORATION(RTX)0172,398+172,398022,8361.77%+22,836
UNILEVER PLC(UL)048,157+48,15702,8680.22%+2,868
ACCENTURE PLC IRELAND
SHS CLASS A
08,856+8,85602,7630.21%+2,763
ISHARES TR014,136+14,13602,6600.21%+2,660
CHEVRON CORP NEW(CVX)0111,359+111,359018,6291.45%+18,629
SHELL PLC(SHEL)035,248+35,24802,5830.20%+2,583
BERKSHIRE HATHAWAY INC DEL03+302,3950.19%+2,395
INTERNATIONAL BUSINESS MACHS(IBM)063,814+63,814015,8681.23%+15,868
SELECT SECTOR SPDR TR
ST STR CARE ETF
015,692+15,69202,2910.18%+2,291
MCDONALDS CORP(MCD)089,005+89,005027,8032.16%+27,803
GE AEROSPACE(GE)010,479+10,47902,0970.16%+2,097
SELECT SECTOR SPDR TR
ST STR FINL ETF
041,337+41,33702,0590.16%+2,059
EXXON MOBIL CORP0146,678+146,678017,4441.35%+17,444
COCA COLA CO(KO)0184,888+184,888013,2421.03%+13,242
VANGUARD INTL EQUITY INDEX F032,015+32,01501,9420.15%+1,942
SCHLUMBERGER LTD(SLB)046,282+46,28201,9350.15%+1,935
CHUBB LIMITED
COM
059,813+59,813018,0631.40%+18,063
ISHARES TR015,824+15,82401,8590.14%+1,859
PROCTER AND GAMBLE CO(PG)0185,102+185,102031,5452.45%+31,545
ECOLAB INC(ECL)073,396+73,396018,6071.45%+18,607
TRANE TECHNOLOGIES PLC(TT)04,691+4,69101,5800.12%+1,580
VERIZON COMMUNICATIONS INC(VZ)0228,416+228,416010,3610.80%+10,361
ISHARES TR04,264+4,26401,5400.12%+1,540
PIMCO ETF TR
ENHAN SHRT MA AC
013,958+13,95801,4040.11%+1,404
NVIDIA CORPORATION(NVDA)32,62153,097+20,4764,3815,7550.45%+1,374
ISHARES TR
FLTG RATE NT ETF
026,604+26,60401,3580.11%+1,358
SOUTHERN CO(SO)0115,857+115,857010,6530.83%+10,653
AUTOMATIC DATA PROCESSING IN116,554116,083-47134,11935,4672.75%+1,348
3M CO(MMM)067,430+67,43009,9030.77%+9,903
SCHWAB STRATEGIC TR044,622+44,62201,2480.10%+1,248
SELECT SECTOR SPDR TR
ST STR DISCR ETF
06,304+6,30401,2450.10%+1,245
ALPHABET INC(GOOG)07,838+7,83801,2250.10%+1,225
VISA INC(V)03,452+3,45201,2100.09%+1,210
ISHARES GOLD TR(IAU)020,279+20,27901,1960.09%+1,196
ISHARES TR08,643+8,64301,1050.09%+1,105
SELECT SECTOR SPDR TR
ST STR STAPL ETF
013,366+13,36601,0920.08%+1,092
SPDR GOLD TR(GLD)03,661+3,66101,0550.08%+1,055
VANGUARD INDEX FDS02,004+2,00401,0300.08%+1,030
JPMORGAN CHASE & CO.(JPM)137,360138,412+1,05232,92733,9522.64%+1,026
ISHARES TR07,594+7,59401,0200.08%+1,020
ELI LILLY & CO(LLY)3,5884,585+9972,7703,7870.29%+1,017
ISHARES TR019,064+19,06409980.08%+998
SPDR INDEX SHS FDS
ST STR NAT ETF
018,360+18,36009780.08%+978
VANGUARD WORLD FD
MATERIALS ETF
05,013+5,01309470.07%+947
DOMINION ENERGY INC(D)0200,430+200,430011,2380.87%+11,238
ISHARES TR010,124+10,12408270.06%+827
CISCO SYS INC(CSCO)307,391308,254+86318,19819,0221.48%+825
SELECT SECTOR SPDR TR
ST STR INDL ETF
06,137+6,13708040.06%+804
DUKE ENERGY CORP NEW(DUK)06,560+6,56008000.06%+800
ISHARES TR09,391+9,39107990.06%+799
MONDELEZ INTL INC(MDLZ)011,535+11,53507830.06%+783
COSTCO WHSL CORP NEW(COST)16,64816,934+28615,25416,0151.24%+762
SELECT SECTOR SPDR TR
ST STR ENERG ETF
07,861+7,86107350.06%+735
VANGUARD INDEX FDS02,767+2,76706770.05%+677
ISHARES TR05,543+5,54306640.05%+664
VANGUARD INDEX FDS02,321+2,32106380.05%+638
SPDR S&P MIDCAP 400 ETF TR(MDY)01,169+1,16906240.05%+624
META PLATFORMS INC(META)01,070+1,07006170.05%+617
DELL TECHNOLOGIES INC(DELL)06,638+6,63806050.05%+605
AT&T INC(T)108,222108,362+1402,4643,0640.24%+600
WISDOMTREE TR(WT)05,425+5,42505980.05%+598
UNITED PARCEL SERVICE INC(UPS)05,176+5,17605690.04%+569
OTIS WORLDWIDE CORP(OTIS)049,689+49,68905,1280.40%+5,128
WISDOMTREE TR(WT)011,060+11,06005250.04%+525
GOLDMAN SACHS PHYSICAL GOLD(AAAU)016,850+16,85005200.04%+520
MASTERCARD INCORPORATED(MA)0942+94205160.04%+516
VANGUARD BD INDEX FDS06,279+6,27904810.04%+481
DEERE & CO(DE)15,69115,174-5176,6487,1220.55%+474
ISHARES TR03,251+3,25104570.04%+457
S&P GLOBAL INC(SPGI)12,82713,469+6426,3886,8440.53%+455
SPDR SER TR
ST STR SP DIV
03,267+3,26704430.03%+443
KIMBERLY-CLARK CORP(KMB)039,686+39,68605,6440.44%+5,644
SPDR DOW JONES INDL AVERAGE(DIA)01,020+1,02004280.03%+428
BP PLC(BP)012,425+12,42504200.03%+420
VANGUARD INTL EQUITY INDEX F03,470+3,47004020.03%+402
NOVARTIS AG(NVS)03,494+3,49403900.03%+390
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