Kanawha Capital Management LLC Incresed Positions in Q2 2025

Kanawha Capital Management LLC

  • $1.34 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
APH
Amphenol Corp

Technology
3.28K
+ 1.96%
$59.09 - $98.75 $194K - $324K
170K $16.8M
GOOGL
Alphabet Inc.

Communication Services
1.65K
+ 1.05%
$144.7 - $178.6 $239K - $295K
159K $28M
VEA
Vanguard Ftse Developed Market

ETFs
24.1K
+ 7.02%
$45.65 - $57.01 $1.1M - $1.38M
368K $21M
AVGO
Broadcom Inc.

Technology
2.04K
+ 7.57%
$146.29 - $275.65 $298K - $562K
29K $7.98M
IBM
International Business Machines Corp

Technology
984
+ 1.54%
$221.03 - $294.78 $217K - $290K
64.8K $19.1M
AMZN
Amazon Com Inc

Consumer Cyclical
5.42K
+ 7.79%
$167.32 - $223.3 $907K - $1.21M
75K $16.4M
NVDA
Nvidia Corp

Technology
3.47K
+ 6.53%
$94.31 - $157.99 $327K - $548K
56.6K $8.94M
RTX
Raytheon Technologies Corp

Industrials
1.08K
+ 0.62%
$113.75 - $148.48 $123K - $160K
173K $25.3M
CSCO
Cisco Systems, Inc.

Technology
553
+ 0.18%
$53.19 - $69.38 $29.4K - $38.4K
309K $21.4M
GPC
Genuine Parts CO

Consumer Cyclical
14.4K
+ 66.96%
$105.54 - $129.09 $1.52M - $1.86M
35.9K $4.35M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
685
+ 0.17%
$51.16 - $62.02 $35K - $42.5K
399K $24.7M
COST
Costco Wholesale Corp

Consumer Defensive
449
+ 2.65%
$908.13 - $1056.85 $408K - $475K
17.4K $17.2M
NDAQ
Nasdaq, Inc.

Financial Services
388
+ 0.47%
$66.4 - $89.42 $25.8K - $34.7K
82.9K $7.41M
AXP
American Express CO

Financial Services
299
+ 1.87%
$231.39 - $318.98 $69.2K - $95.4K
16.3K $5.21M
USB
Us Bancorp \De\

Financial Services
2.23K
+ 1.0%
$36.4 - $45.76 $81.2K - $102K
226K $10.2M
WMT
Walmart Inc.

Consumer Defensive
1.26K
+ 2.09%
$81.79 - $99.98 $103K - $126K
61.4K $6M
SPGI
S&P Global Inc.

Financial Services
867
+ 6.44%
$438.31 - $527.29 $380K - $457K
14.3K $7.56M
GE
General Electric CO

Industrials
67
+ 0.64%
$166.81 - $257.39 $11.2K - $17.2K
10.5K $2.71M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
877
+ 1.25%
$58.41 - $72.69 $51.2K - $63.7K
71.2K $5.18M
QCOM
Qualcomm Inc

Technology
8
+ 0.01%
$124.66 - $159.48 $997 - $1.28K
85.4K $13.6M
D
Dominion Energy, Inc

Utilities
5.81K
+ 2.9%
$49.66 - $58.0 $289K - $337K
206K $11.7M
VONV
Vanguard Russell 1000 Value Et

ETFs
1.64K
+ 3.09%
$73.19 - $85.21 $120K - $140K
54.6K $4.65M
LLY
Eli Lilly & CO

Healthcare
623
+ 13.59%
$713.71 - $898.95 $445K - $560K
5.21K $4.06M
SO
Southern CO

Utilities
3.12K
+ 2.7%
$84.91 - $92.56 $265K - $289K
119K $10.9M
WFC
Wells Fargo & Company

Financial Services
900
+ 6.78%
$60.98 - $80.12 $54.9K - $72.1K
14.2K $1.14M
BAC
Bank Of America Corp

Financial Services
1.14K
+ 5.67%
$34.39 - $47.46 $39.3K - $54.2K
21.3K $1.01M
EFA
Ishares Tr Msci Eafe ETF

ETFs
905
+ 8.94%
$72.96 - $90.39 $66K - $81.8K
11K $985K
GLD
Spdr Gold Trust

ETFs
246
+ 6.72%
$273.71 - $316.29 $67.3K - $77.8K
3.91K $1.19M
XLY
Select Sector Spdr Consumer Di

ETFs
50
+ 0.79%
$176.34 - $218.59 $8.82K - $10.9K
6.35K $1.38M
T
At&T Inc.

Communication Services
1.91K
+ 1.76%
$26.33 - $28.94 $50.3K - $55.3K
110K $3.19M
DUK
Duke Energy Corp

Utilities
929
+ 14.16%
$112.46 - $124.05 $104K - $115K
7.49K $883K
UNP
Union Pacific Corp

Industrials
449
+ 10.74%
$208.27 - $238.46 $93.5K - $107K
4.63K $1.07M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
704
+ 11.21%
$75.05 - $77.34 $52.8K - $54.4K
6.98K $540K
PAYX
Paychex Inc

Industrials
651
+ 15.14%
$137.01 - $159.78 $89.2K - $104K
4.95K $720K
XLC
Select Sector Spdr Tr Communic

ETFs
150
+ 7.08%
$86.13 - $108.53 $12.9K - $16.3K
2.27K $246K
AEP
American Electric Power CO Inc

Utilities
375
+ 19.2%
$98.59 - $109.11 $37K - $40.9K
2.33K $241K
AMGN
Amgen Inc

Healthcare
186
+ 18.9%
$262.28 - $309.85 $48.8K - $57.6K
1.17K $326K
UPS
United Parcel Service Inc

Industrials
550
+ 10.63%
$91.92 - $110.2 $50.6K - $60.6K
5.73K $577K
IBB
Ishares Biotechnology ETF

ETFs
124
+ 1.43%
$112.02 - $129.0 $13.9K - $16K
8.77K $1.11M
Ge Vernova Inc
15
+ 0.65%
N/A
2.32K $0
Blackrock Inc
448
+ 8.01%
N/A
6.04K $0
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
22
+ 1.12%
$212.1 - $244.27 $4.67K - $5.37K
1.98K $433K
PFE
Pfizer Inc

Healthcare
8.66K
+ 3.16%
$21.59 - $24.84 $187K - $215K
283K $6.86M
UNH
Unitedhealth Group Inc

Healthcare
778
+ 47.01%
$274.35 - $599.47 $213K - $466K
2.43K $759K
VZ
Verizon Communications Inc

Communication Services
7.92K
+ 3.47%
$41.67 - $45.62 $330K - $361K
236K $10.2M
MDT
Medtronic PLC

Healthcare
1.35K
+ 1.13%
$80.68 - $88.86 $109K - $120K
120K $10.5M
KMB
Kimberly Clark Corp

Consumer Defensive
182
+ 0.46%
$126.84 - $145.22 $23.1K - $26.4K
39.9K $5.14M
BMY
Bristol Myers Squibb CO

Healthcare
557
+ 1.5%
$44.12 - $59.6 $24.6K - $33.2K
37.8K $1.75M
APD
Air Products & Chemicals, Inc.

Basic Materials
94
+ 0.2%
$248.61 - $294.96 $23.4K - $27.7K
47.3K $13.3M
Activity Summary
Buys All Purchases 60 New Holdings 6 Increased Positions 54 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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