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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
WFC icon
126
Wells Fargo
WFC
$266B
$953K 0.07%
13,270
-244
-2% -$18.3K
VAW icon
127
Vanguard Materials ETF
VAW
$3.05B
$947K 0.07%
5,013
-50
-1% -$9.7K
UNH icon
128
UnitedHealth
UNH
$358B
$867K 0.07%
1,655
+254
+18% +$130K
BAC icon
129
Bank of America
BAC
$448B
$841K 0.07%
20,150
+475
+2% +$21.2K
EFA icon
130
iShares MSCI EAFE ETF
EFA
$80.3B
$827K 0.06%
10,124
-219
-2% -$17.7K
XLI icon
131
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$804K 0.06%
6,137
– –
DUK icon
132
Duke Energy
DUK
$97.1B
$800K 0.06%
6,560
+31
+0.5% +$3.53K
IWR icon
133
iShares Russell Mid-Cap ETF
IWR
$58.3B
$799K 0.06%
9,391
+2,579
+38% +$230K
MDLZ icon
134
Mondelez International
MDLZ
$81.1B
$783K 0.06%
11,535
+362
+3% +$22.3K
XLE icon
135
State Street Energy Select Sector SPDR ETF
XLE
$39.9B
$735K 0.06%
15,722
+400
+3% +$18K
GEV icon
136
GE Vernova
GEV
$279B
$704K 0.05%
2,306
+51
+2% +$17.8K
VOT icon
137
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$20.3B
$677K 0.05%
2,767
– –
AZO icon
138
AutoZone
AZO
$49.6B
$671K 0.05%
176
– –
IJJ icon
139
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.08B
$664K 0.05%
5,543
+7
+0.1% +$876
PAYX icon
140
Paychex
PAYX
$44.6B
$664K 0.05%
4,301
– –
VTI icon
141
Vanguard Morningstar Total Stock Market ETF
VTI
$696B
$638K 0.05%
2,321
+108
+5% +$31.4K
MDY icon
142
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$624K 0.05%
1,169
-55
-4% -$31.2K
META icon
143
Meta Platforms (Facebook)
META
$1.52T
$617K 0.05%
1,070
+100
+10% +$64.5K
YUM icon
144
Yum! Brands
YUM
$41.2B
$610K 0.05%
3,876
-35
-0.9% -$5.04K
DELL icon
145
Dell
DELL
$320B
$605K 0.05%
6,638
-53
-0.8% -$5.61K
DXJ icon
146
WisdomTree Japan Hedged Equity Fund
DXJ
$7.55B
$598K 0.05%
5,425
-100
-2% -$11K
CLX icon
147
Clorox
CLX
$12.9B
$589K 0.05%
4,000
– –
UPS icon
148
United Parcel Service
UPS
$89.8B
$569K 0.04%
5,176
+16
+0.3% +$1.91K
HEDJ icon
149
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.88B
$525K 0.04%
11,060
-1,920
-15% -$91.5K
AAAU icon
150
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.64B
$520K 0.04%
16,850
– –
4 5
6
7 8

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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.