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KCM

Kanawha Capital Management Portfolio holdings

AUM $1.54B
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
+0.44%
1 Year Est. Return
+21.3%
3 Year Est. Return
+62.46%
5 Year Est. Return
+78.6%
10 Year Est. Return
+262.97%
AUM
$1.29B
AUM Growth
+$12.4M
Cap. Flow
+$21.9M
Cap. Flow %
1.7%
Top 10 Hldgs %
32.67%
Holding
219
New
9
Increased
98
Reduced
68
Closed
7

Top Buys

Rank Stock Value
1
AFL icon
Aflac
AFL
+$8.29M
2
NVDA icon
NVIDIA
NVDA
+$2.6M
3
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.19M
4
PG icon
Procter & Gamble
PG
+$1.14M
5
APH icon
Amphenol
APH
+$1.04M

Top Sells

Rank Stock Value
1
TXN icon
Texas Instruments
TXN
+$1.29M
2
INTC icon
Intel
INTC
+$1.05M
3
AAPL icon
Apple
AAPL
+$501K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$442K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$359K

Sector Composition

Rank Sector Weight
1 Technology 22.75%
2 Financials 13.21%
3 Industrials 11%
4 Healthcare 9.89%
5 Consumer Staples 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLK icon
51
State Street Technology Select Sector SPDR ETF
XLK
$122B
$7.04M 0.55%
68,182
+1,138
+2% +$129K
CL icon
52
Colgate-Palmolive
CL
$73.6B
$7.04M 0.55%
75,115
+418
+0.6% +$37.4K
VNQ icon
53
Vanguard Real Estate ETF
VNQ
$38.3B
$6.99M 0.54%
77,200
-713
-0.9% -$64.7K
SPY icon
54
State Street SPDR S&P 500 ETF Trust
SPY
$807B
$6.97M 0.54%
12,466
+1,312
+12% +$771K
PFE icon
55
Pfizer
PFE
$152B
$6.95M 0.54%
274,435
+24,026
+10% +$629K
COF icon
56
Capital One
COF
$134B
$6.95M 0.54%
38,767
-313
-0.8% -$59.1K
SPGI icon
57
S&P Global
SPGI
$120B
$6.84M 0.53%
13,469
+642
+5% +$328K
NDAQ icon
58
Nasdaq
NDAQ
$53.1B
$6.26M 0.49%
82,498
+175
+0.2% +$13.8K
NVDA icon
59
NVIDIA
NVDA
$5.27T
$5.75M 0.45%
53,097
+20,476
+63% +$2.6M
BSV icon
60
Vanguard Short-Term Bond ETF
BSV
$45.6B
$5.65M 0.44%
72,143
-1,758
-2% -$136K
KMB icon
61
Kimberly-Clark
KMB
$36.1B
$5.64M 0.44%
39,686
-78
-0.2% -$10.5K
DIS icon
62
Walt Disney
DIS
$179B
$5.37M 0.42%
54,427
+585
+1% +$62.9K
BLK icon
63
Blackrock
BLK
$178B
$5.29M 0.41%
5,591
+437
+8% +$428K
WMT icon
64
Walmart Inc
WMT
$901B
$5.28M 0.41%
60,130
+2,442
+4% +$229K
VWO icon
65
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$5.2M 0.4%
114,890
-5,051
-4% -$227K
OTIS icon
66
Otis Worldwide
OTIS
$27.8B
$5.13M 0.4%
49,689
+369
+0.7% +$36K
XYL icon
67
Xylem
XYL
$28.8B
$5M 0.39%
41,870
+692
+2% +$85.8K
MET icon
68
MetLife
MET
$61.5B
$4.65M 0.36%
57,927
-785
-1% -$65.3K
SPYM
69
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
$4.63M 0.36%
70,335
+1,620
+2% +$112K
AVGO icon
70
Broadcom
AVGO
$1.98T
$4.51M 0.35%
26,913
+1,669
+7% +$353K
IJR icon
71
iShares Core S&P Small-Cap ETF
IJR
$112B
$4.39M 0.34%
41,953
+212
+0.5% +$23.9K
VONV icon
72
Vanguard Russell 1000 Value ETF
VONV
$22B
$4.37M 0.34%
52,961
+1,425
+3% +$119K
AXP icon
73
American Express
AXP
$230B
$4.31M 0.34%
16,032
+561
+4% +$166K
COP icon
74
ConocoPhillips
COP
$151B
$3.93M 0.31%
37,429
+458
+1% +$45.7K
LLY icon
75
Eli Lilly
LLY
$1.08T
$3.79M 0.29%
4,585
+997
+28% +$830K
1 2
3
4 5

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Kanawha Capital Management's Q1 2025 Portfolio in Review

As of Q1 2025, Kanawha Capital Management held 219 positions worth $1.29B, up 0.98% from $1.27B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Kanawha Capital Management's Q1 2025 filing shows 9 new, 98 increased, 68 reduced and 7 closed positions. Its largest new stake was Berkshire Hathaway Class A: 3 shares worth $2.4M. The largest sale was Texas Instruments, an estimated $1.29M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 25% a quarter earlier, followed by Financials and Industrials.

  • Kanawha Capital Management's largest Q1 2025 buy was Berkshire Hathaway Class A: 3 shares worth $2.4M.
  • Kanawha Capital Management added most to Aflac in Q1 2025, an estimated $8.29M increase.
  • Kanawha Capital Management's biggest Q1 2025 reduction was Texas Instruments, cutting an estimated $1.29M.
  • Kanawha Capital Management fully exited FMC in Q1 2025, selling an estimated $351K.
  • Kanawha Capital Management's ten largest holdings make up 33% of its $1.29B portfolio in Q1 2025.
  • Kanawha Capital Management opened 9 new positions and closed 7 in Q1 2025.
  • Kanawha Capital Management's portfolio value rose 0.98% quarter-over-quarter to $1.29B.

Based on Kanawha Capital Management's 13F filing for Q1 2025, filed 28 Apr 2025.