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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
+8.51%
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
$1.45B
AUM Growth
+$96.3M
Cap. Flow
-$3.54M
Cap. Flow %
-0.24%
Top 10 Hldgs %
35.07%
Holding
224
New
11
Increased
57
Reduced
104
Closed
8

Top Buys

Rank Stock Value
1
TOWN icon
Towne Bank
TOWN
+$1.11M
2
LLY icon
Eli Lilly
LLY
+$1.1M
3
COST icon
Costco
COST
+$759K
4
SPGI icon
S&P Global
SPGI
+$541K
5
UNH icon
UnitedHealth
UNH
+$442K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$1.4M
2
ORCL icon
Oracle
ORCL
+$1.13M
3
TFC icon
Truist Financial
TFC
+$705K
4
XOM icon
ExxonMobil
XOM
+$658K
5
PG icon
Procter & Gamble
PG
+$599K

Sector Composition

Rank Sector Weight
1 Technology 26.32%
2 Financials 12.22%
3 Industrials 11.14%
4 Healthcare 9.06%
5 Consumer Discretionary 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VYM icon
176
Vanguard High Dividend Yield ETF
VYM
$83.9B
$347K 0.02%
2,465
-248
-9% -$34.1K
AMD icon
177
Advanced Micro Devices
AMD
$802B
$337K 0.02%
2,084
-25
-1% -$4.03K
RY icon
178
Royal Bank of Canada
RY
$295B
$334K 0.02%
2,265
– –
SMH icon
179
VanEck Semiconductor ETF
SMH
$72.5B
$333K 0.02%
1,021
– –
AEP icon
180
American Electric Power
AEP
$67.3B
$329K 0.02%
2,928
+600
+26% +$65.6K
CEG icon
181
Constellation Energy
CEG
$100B
$325K 0.02%
987
-36
-4% -$11.6K
IWB icon
182
iShares Russell 1000 ETF
IWB
$50.2B
$315K 0.02%
863
– –
NOC icon
183
Northrop Grumman
NOC
$81.4B
$311K 0.02%
511
-5
-1% -$2.83K
CMI icon
184
Cummins
CMI
$88.1B
$305K 0.02%
721
– –
MS icon
185
Morgan Stanley
MS
$346B
$304K 0.02%
1,914
– –
ITOT icon
186
iShares Core S&P Total US Stock Market ETF
ITOT
$97.9B
$303K 0.02%
2,081
-912
-30% -$128K
TSLA icon
187
Tesla
TSLA
$1.28T
$299K 0.02%
+673
New +$233K
BWXT icon
188
BWX Technologies
BWXT
$15.5B
$297K 0.02%
1,613
– –
WELL icon
189
Welltower
WELL
$165B
$293K 0.02%
+1,645
New +$270K
IWN icon
190
iShares Russell 2000 Value ETF
IWN
$14.6B
$293K 0.02%
1,656
-250
-13% -$42.2K
EEM icon
191
iShares MSCI Emerging Markets ETF
EEM
$30.5B
$290K 0.02%
5,439
– –
VO icon
192
Vanguard Morningstar Mid-Cap ETF
VO
$110B
$286K 0.02%
3,900
– –
TSM icon
193
TSMC
TSM
$2.23T
$284K 0.02%
1,017
– –
RSP icon
194
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$280K 0.02%
1,474
– –
CVS icon
195
CVS Health
CVS
$120B
$277K 0.02%
3,678
+550
+18% +$37.7K
VUG icon
196
Vanguard Morningstar Growth ETF
VUG
$230B
$277K 0.02%
3,468
-1,764
-34% -$135K
BX icon
197
Blackstone
BX
$109B
$277K 0.02%
1,620
– –
LRGF icon
198
iShares US Equity Factor ETF
LRGF
$3.72B
$276K 0.02%
3,995
– –
VOX icon
199
Vanguard Communication Services ETF
VOX
$5.78B
$276K 0.02%
1,469
+145
+11% +$25.9K
VCIT icon
200
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.7B
$275K 0.02%
3,274
– –
5 6 7
8
9

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Kanawha Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Kanawha Capital Management held 224 positions worth $1.45B, up 7.1% from $1.35B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Kanawha Capital Management's Q3 2025 filing shows 11 new, 57 increased, 104 reduced and 8 closed positions. Its largest new stake was Towne Bank: 30,901 shares worth $1.07M. The largest sale was Microsoft, an estimated $1.4M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 26% a quarter earlier, followed by Financials and Industrials.

  • Kanawha Capital Management's largest Q3 2025 buy was Towne Bank: 30,901 shares worth $1.07M.
  • Kanawha Capital Management added most to Eli Lilly in Q3 2025, an estimated $1.1M increase.
  • Kanawha Capital Management's biggest Q3 2025 reduction was Microsoft, cutting an estimated $1.4M.
  • Kanawha Capital Management fully exited Marsh in Q3 2025, selling an estimated $433K.
  • Kanawha Capital Management's ten largest holdings make up 35% of its $1.45B portfolio in Q3 2025.
  • Kanawha Capital Management opened 11 new positions and closed 8 in Q3 2025.
  • Kanawha Capital Management's portfolio value rose 7.1% quarter-over-quarter to $1.45B.

Based on Kanawha Capital Management's 13F filing for Q3 2025, filed 31 Oct 2025.