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KCM

Kanawha Capital Management Portfolio holdings

AUM $1.42B
1-Year Est. Return 18.26%
This Fund
S&P 500
This Quarter Est. Return
-1.04%
1 Year Est. Return
+18.26%
3 Year Est. Return
+53.97%
5 Year Est. Return
+69.58%
10 Year Est. Return
+236.93%
AUM
$1.42B
AUM Growth
-$32.5M
Cap. Flow
+$10.7M
Cap. Flow %
0.75%
Top 10 Hldgs %
31.55%
Holding
229
New
8
Increased
64
Reduced
112
Closed
8

Top Buys

Rank Stock Value
1
NFLX icon
Netflix
NFLX
+$4.84M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.64M
3
SPGI icon
S&P Global
SPGI
+$2.19M
4
WAT icon
Waters Corp
WAT
+$2.09M
5
AMZN icon
Amazon
AMZN
+$969K

Top Sells

Rank Stock Value
1
DIS icon
Walt Disney
DIS
+$2.24M
2
AFL icon
Aflac
AFL
+$2.23M
3
ORCL icon
Oracle
ORCL
+$1.73M
4
TFC icon
Truist Financial
TFC
+$810K
5
KMB icon
Kimberly-Clark
KMB
+$729K

Sector Composition

Rank Sector Weight
1 Technology 21.57%
2 Financials 12.37%
3 Industrials 12.05%
4 Healthcare 9.44%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADBE icon
201
Adobe
ADBE
$89.5B
$251K 0.02%
1,031
-6
-0.6% -$1.66K
WELL icon
202
Welltower
WELL
$178B
$249K 0.02%
1,261
-1
-0.1% -$198
SUN icon
203
Sunoco
SUN
$14.2B
$247K 0.02%
+3,800
New +$231K
BWXT icon
204
BWX Technologies
BWXT
$16B
$244K 0.02%
1,193
-220
-16% -$44.7K
SJM icon
205
J.M. Smucker
SJM
$12.6B
$241K 0.02%
2,500
– –
MS icon
206
Morgan Stanley
MS
$337B
$240K 0.02%
1,458
-456
-24% -$78.9K
CTVA icon
207
Corteva
CTVA
$59.7B
$240K 0.02%
2,863
-173
-6% -$13K
WM icon
208
Waste Management
WM
$95.9B
$237K 0.02%
1,032
– –
IXN icon
209
iShares Global Tech ETF
IXN
$8.7B
$231K 0.02%
2,309
– –
VTEB icon
210
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$227K 0.02%
4,544
– –
VV icon
211
Vanguard Large-Cap ETF
VV
$51.9B
$227K 0.02%
758
-24
-3% -$7.51K
DD icon
212
DuPont de Nemours
DD
$18.6B
$223K 0.02%
1,620
-125
-7% -$17.2K
EPD icon
213
Enterprise Products Partners
EPD
$83.8B
$220K 0.02%
5,804
-867
-13% -$30.7K
VONG icon
214
Vanguard Russell 1000 Growth ETF
VONG
$42.5B
$219K 0.02%
+1,998
New +$233K
BX icon
215
Blackstone
BX
$104B
$217K 0.02%
+1,890
New +$246K
MU icon
216
Micron Technology
MU
$1.04T
$215K 0.02%
+636
New +$249K
VCIT icon
217
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.1B
$215K 0.02%
2,595
– –
MUB icon
218
iShares National Muni Bond ETF
MUB
$45.1B
$214K 0.02%
2,012
-201
-9% -$21.6K
ASML icon
219
ASML
ASML
$675B
$202K 0.01%
+153
New +$210K
WAB icon
220
Wabtec
WAB
$51.1B
$201K 0.01%
+803
New +$194K
NFGC
221
New Found Gold
NFGC
$534M
$27.2K ﹤0.01%
+14,000
New +$37.6K
CEG icon
222
Constellation Energy
CEG
$98B
– –
-987
Closed -$349K
CVS icon
223
CVS Health
CVS
$137B
– –
-3,128
Closed -$248K
HEDJ icon
224
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.82B
– –
-8,700
Closed -$462K
ISRG icon
225
Intuitive Surgical
ISRG
$121B
– –
-398
Closed -$225K
6 7 8
9
10

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EWS
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IHG
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Kanawha Capital Management's Q1 2026 Portfolio in Review

As of Q1 2026, Kanawha Capital Management held 229 positions worth $1.42B, down 2.2% from $1.45B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Kanawha Capital Management's Q1 2026 filing shows 8 new, 64 increased, 112 reduced and 8 closed positions. Its largest new stake was Waters Corp: 6,100 shares worth $1.82M. The largest sale was Walt Disney, an estimated $2.24M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 25% a quarter earlier, followed by Financials and Industrials.

  • Kanawha Capital Management's largest Q1 2026 buy was Waters Corp: 6,100 shares worth $1.82M.
  • Kanawha Capital Management added most to Netflix in Q1 2026, an estimated $4.84M increase.
  • Kanawha Capital Management's biggest Q1 2026 reduction was Walt Disney, cutting an estimated $2.24M.
  • Kanawha Capital Management fully exited Vanguard Total World Stock ETF in Q1 2026, selling an estimated $489K.
  • Kanawha Capital Management's ten largest holdings make up 32% of its $1.42B portfolio in Q1 2026.
  • Kanawha Capital Management opened 8 new positions and closed 8 in Q1 2026.
  • Kanawha Capital Management's portfolio value fell 2.2% quarter-over-quarter to $1.42B.

Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.