KANAWHA CAPITAL MANAGEMENT LLC

13F filer, CIK 1164478, RICHMOND, VA

KANAWHA CAPITAL MANAGEMENT LLC reported $1,378,482,686 across 230 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-29. Its ten largest share positions make up 31.65% of the portfolio.

Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001164478-24-000005

Period: 2024-09-30
Reported value: $1.38B
Holdings: 230
Top 10 weight: 31.65%
New: 8
Sold out: 7

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCOXXadded	+16,298,884	$16.3M
AVGOadded	+22,212	$3.83M
SWVXXadded	+2,797,958	$2.8M
SPGIadded	+3,991	$2.06M
CTASadded	+7,839	$1.61M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
NTRSreduced	-34,816	-$3.13M
AAPLreduced	-9,785	-$2.28M
MSFTreduced	-4,514	-$1.94M
INTCreduced	-66,427	-$1.56M
CVSexited	-26,130	-$1.54M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001164478-24-000005, largest first. % of portfolio is the value over $1,378,482,686, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
MSFTMICROSOFT CORP	211,622	$91.1M	6.61%	-4,514	Timeline
AAPLAPPLE INC	330,801	$77.1M	5.59%	-9,785	Timeline
LOWLOWES COS INC	173,601	$47M	3.41%	-2,753	Timeline
ORCLORACLE CORP	202,256	$34.5M	2.5%	-3,107	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	74,388	$34.2M	2.48%	-383	Timeline
ADPAUTOMATIC DATA PROCESSING IN	117,432	$32.5M	2.36%	-927	Timeline
IVVISHARES TR	55,510	$32M	2.32%	-1,001	Timeline
PGPROCTER & GAMBLE CO	178,380	$30.9M	2.24%	-7,421	Timeline
JPMJPMORGAN CHASE & CO	137,310	$29M	2.1%	+479	Timeline
ABBVABBVIE INC	142,432	$28.1M	2.04%	-6,414	Timeline
MCDMCDONALDS CORP	89,038	$27.1M	1.97%	-1,767	Timeline
SNOXXSCHWAB TRSRY OBL MNY-INV	26,308,049	$26.3M	1.91%	+705,689	Timeline
GOOGLALPHABET INC	153,088	$25.4M	1.84%	+1,485	Timeline
IJHISHARES TR	401,519	$25M	1.82%	+218	Timeline
ITWILLINOIS TOOL WKS INC	90,760	$23.8M	1.73%	-893	Timeline
JNJJOHNSON & JOHNSON	146,277	$23.7M	1.72%	-1,306	Timeline
PEPPEPSICO INC	128,426	$21.8M	1.58%	-3,009	Timeline
BDXBECTON DICKINSON & CO	86,411	$20.8M	1.51%	-266	Timeline
RTXRTX CORPORATION	167,781	$20.3M	1.47%	+1,163	Timeline
ABTABBOTT LABORATORIES	177,530	$20.2M	1.47%	-8,642	Timeline
SCOXXSCHWAB TRSRY OBL MNY-ULT	19,665,800	$19.7M	1.43%	+16,298,884	Timeline
VEAVANGUARD TAX-MANAGED FDS	353,747	$18.7M	1.36%	-3,843	Timeline
ECLECOLAB INC	71,618	$18.3M	1.33%	+197	Timeline
TGTTARGET CORP	107,146	$16.7M	1.21%	-1,803	Timeline
CBCHUBB LIMITED	57,141	$16.5M	1.2%	+834	Timeline
IWMISHARES TR	74,508	$16.5M	1.19%	-1,506	Timeline
XOMEXXON MOBIL CORP	139,842	$16.4M	1.19%	-6,722	Timeline
SWVXXSCHWA PRIME ADV MONEY FD-INV	16,348,914	$16.3M	1.19%	+2,797,958	Timeline
CSCOCISCO SYS INC	306,948	$16.3M	1.19%	-7,228	Timeline
PHPARKER-HANNIFIN CORP	25,706	$16.2M	1.18%	+2	Timeline
CVXCHEVRON CORPORATION	110,224	$16.2M	1.18%	-4,473	Timeline
NKENIKE INC	179,916	$15.9M	1.15%	-2,147	Timeline
QCOMQUALCOMM INC	85,490	$14.5M	1.05%	-1,459	Timeline
COSTCOSTCO WHOLESALE CORPORATION	16,044	$14.2M	1.03%	+345	Timeline
APDAIR PRODUCTS AND CHEMICALS I	46,607	$13.9M	1.01%	+43	Timeline
IBMINTERNATIONAL BUSINESS MACHS	61,609	$13.6M	0.99%	+290	Timeline
NSCNORFOLK SOUTHN CORP	54,058	$13.4M	0.97%	-2,846	Timeline
KOCOCA COLA CO	181,435	$13M	0.95%	-1,684	Timeline
AMZNAMAZON COM INC	60,937	$11.4M	0.82%	+8,080	Timeline
DDOMINION ENERGY INC	196,114	$11.3M	0.82%	-2,689	Timeline
TFCTRUIST FINL CORP	261,091	$11.2M	0.81%	-3,873	Timeline
HDHOME DEPOT INC	27,486	$11.1M	0.81%	-1,788	Timeline
CATCATERPILLAR INC	28,288	$11.1M	0.8%	-1,412	Timeline
CARRCARRIER GLOBAL CORPORATION	134,480	$10.8M	0.79%	+913	Timeline
MDTMEDTRONIC PLC	119,218	$10.7M	0.78%	+2,516	Timeline
USBUS BANCORP	220,704	$10.1M	0.73%	+504	Timeline
SOSOUTHERN CO	110,366	$9.95M	0.72%	-1,210	Timeline
VZVERIZON COMMUNICATIONS INC	220,216	$9.89M	0.72%	-3,603	Timeline
APHAMPHENOL CORP	145,386	$9.47M	0.69%	+2,190	Timeline
MMM3M CO	66,784	$9.13M	0.66%	-1,025	Timeline
EMREMERSON ELEC CO	79,794	$8.73M	0.63%	-4,270	Timeline
PFEPFIZER INC	279,327	$8.08M	0.59%	+8,975	Timeline
CLCOLGATE PALMOLIVE CO	74,822	$7.77M	0.56%	-2,115	Timeline
XLKSELECT SECTOR SPDR TR	34,063	$7.69M	0.56%	-557	Timeline
VNQVANGUARD INDEX FDS	78,195	$7.62M	0.55%	-811	Timeline
SCHWAB CHARLES FAMILY FDSCHWAB CHARLES FAMILY FD	6,940,868	$6.94M	0.5%	-1,048,584
DEDEERE & CO	15,750	$6.57M	0.48%	-285	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	11,040	$6.33M	0.46%	+1,086	Timeline
BSVVANGUARD BD INDEX FDS	80,213	$6.31M	0.46%	+739	Timeline
SPGIS&P GLOBAL INC	11,640	$6.01M	0.44%	+3,991	Timeline
NDAQNASDAQ INC	82,340	$6.01M	0.44%	-1,802	Timeline
COFCAPITAL ONE FINL CORP	39,325	$5.89M	0.43%	-965	Timeline
KMBKIMBERLY-CLARK CORP	40,652	$5.78M	0.42%	-355	Timeline
VWOVANGUARD INTL EQUITY INDEX F	119,873	$5.74M	0.42%	-3,536	Timeline
XYLXYLEM INC	40,595	$5.48M	0.4%	-1,277	Timeline
DISDISNEY WALT CO	55,888	$5.38M	0.39%	-820	Timeline
OTISOTIS WORLDWIDE CORP	48,956	$5.09M	0.37%	-297	Timeline
METMETLIFE INC	59,202	$4.88M	0.35%	-1,160	Timeline
BLACKROCK INCBLACKROCK INC	5,080	$4.82M	0.35%	+265
SPYMSPDR SERIES TRUST	68,510	$4.63M	0.34%	+3,655	Timeline
TXNTEXAS INSTRS INC	21,782	$4.5M	0.33%	-335	Timeline
IJRISHARES TR	36,283	$4.24M	0.31%	+5,999	Timeline
AVGOBROADCOM INC	24,497	$4.23M	0.31%	+22,212	Timeline
AXPAMERICAN EXPRESS CO	14,897	$4.04M	0.29%	-308	Timeline
COPCONOCOPHILLIPS	38,066	$4.01M	0.29%	-938	Timeline
VONVVANGUARD SCOTTSDALE FDS	47,983	$4M	0.29%	+6,086	Timeline
WMTWALMART INC	48,294	$3.9M	0.28%	+1,525	Timeline
IEFAISHARES TR	47,160	$3.68M	0.27%	+50	Timeline
NVDANVIDIA CORPORATION	29,758	$3.61M	0.26%	+6,693	Timeline
UNILEVER PLCUNILEVER PLC	53,823	$3.5M	0.25%	-2,121
NTRSNORTHERN TR CORP	36,053	$3.25M	0.24%	-34,816	Timeline
ACNACCENTURE PLC IRELAND	8,861	$3.13M	0.23%	0	Timeline
KVUEKENVUE INC	126,983	$2.94M	0.21%	-24,865	Timeline
INTCINTEL CORP	123,165	$2.89M	0.21%	-66,427	Timeline
QQQINVESCO QQQ TR	5,601	$2.73M	0.2%	-72	Timeline
IWDISHARES TR	13,944	$2.65M	0.19%	+320	Timeline
SHELSHELL PLC	38,889	$2.56M	0.19%	-3,074	Timeline
XLVSELECT SECTOR SPDR TR	15,853	$2.44M	0.18%	-233	Timeline
GPCGENUINE PARTS CO	17,285	$2.41M	0.18%	-238	Timeline
TAT&T INC	101,891	$2.24M	0.16%	+1,197	Timeline
SLBSLB LIMITED	51,846	$2.17M	0.16%	-1,937	Timeline
MRKMERCK & CO INC	19,062	$2.16M	0.16%	-3,244	Timeline
CTASCINTAS CORP	10,452	$2.15M	0.16%	+7,839	Timeline
SCHWAB AMT TAX-FREE MONEY I…SCHWAB AMT TAX-FREE MONEY INV	2,118,968	$2.12M	0.15%	-277,032
1/100 Berkshire Hath A1/100 Berkshire Hath A	3	$2.07M	0.15%	0
VEUVANGUARD INTL EQUITY INDEX F	32,325	$2.04M	0.15%	-200	Timeline
LLYELI LILLY & CO	2,280	$2.02M	0.15%	+198	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	22,421	$2M	0.15%	-3,070	Timeline
GEGE AEROSPACE	10,289	$1.94M	0.14%	-1,146	Timeline
DOVDOVER CORP	9,948	$1.91M	0.14%	-208	Timeline
BMYBRISTOL-MYERS SQUIBB CO	36,761	$1.9M	0.14%	-2,247	Timeline
IWPISHARES TR	15,974	$1.87M	0.14%	0	Timeline
XLFSELECT SECTOR SPDR TR	40,316	$1.83M	0.13%	+885	Timeline
TTTRANE TECHNOLOGIES PLC	4,683	$1.82M	0.13%	+43	Timeline
SWTXXSCHWAB MUNICIPAL MONEY-INV	1,624,185	$1.62M	0.12%	+312,000	Timeline
BNYBANK OF NY MELLON CORP	22,581	$1.62M	0.12%	+4	Timeline
IWFISHARES TR	3,967	$1.49M	0.11%	-120	Timeline
MINTPIMCO ETF TR	14,623	$1.47M	0.11%	-150	Timeline
SCHDSCHWAB STRATEGIC TR	16,486	$1.39M	0.1%	0	Timeline
GOOGALPHABET INC	8,096	$1.35M	0.1%	+223	Timeline
FLOTISHARES TR	26,367	$1.35M	0.1%	-725	Timeline
CSXCSX CORP	37,806	$1.31M	0.09%	-787	Timeline
Fidelity Money Market Premi…Fidelity Money Market Premium	1,302,909	$1.3M	0.09%	-273,579
TMOTHERMO FISHER SCIENTIFIC INC	2,052	$1.27M	0.09%	-25	Timeline
XLYSELECT SECTOR SPDR TR	6,335	$1.27M	0.09%	-116	Timeline
IBBISHARES TR	8,384	$1.22M	0.09%	+1,432	Timeline
SGUXXSCHWAB GOVT MNY FND-ULT	1,190,000	$1.19M	0.09%	0	Timeline
GNRSPDR INDEX SHS FDS	19,910	$1.15M	0.08%	-50	Timeline
XLPSELECT SECTOR SPDR TR	13,806	$1.15M	0.08%	-5	Timeline
VAWVANGUARD WORLD FD	5,218	$1.1M	0.08%	-30	Timeline
VOOVANGUARD INDEX FDS	2,009	$1.06M	0.08%	-7	Timeline
IGSBISHARES TR	19,475	$1.03M	0.07%	0	Timeline
AITAPPLIED INDL TECHNOLOGIES IN	4,585	$1.02M	0.07%	0	Timeline
CITHE CIGNA GROUP	2,921	$1.01M	0.07%	-53	Timeline
UNPUNION PAC CORP	4,092	$1.01M	0.07%	-14	Timeline
PMPHILIP MORRIS INTL INC	8,152	$990K	0.07%	-344	Timeline
IAUISHARES GOLD TR	19,904	$989K	0.07%	0	Timeline
MOALTRIA GROUP INC	19,211	$981K	0.07%	-480	Timeline
VVISA INC	3,422	$941K	0.07%	-41	Timeline
TRVTRAVELERS COMPANIES INC	3,718	$870K	0.06%	-60	Timeline
EFAISHARES TR	10,402	$870K	0.06%	+172	Timeline
UNHUNITEDHEALTH GROUP INC	1,470	$859K	0.06%	+2	Timeline
MDLZMONDELEZ INTL INC	11,511	$848K	0.06%	-1,610	Timeline
XLISELECT SECTOR SPDR TR	6,187	$838K	0.06%	-9	Timeline
SUTXXSCHWAB US TREASURY MONEY-ULT	815,964	$816K	0.06%	new	Timeline
WFCWELLS FARGO & CO	14,349	$811K	0.06%	-4,597	Timeline
DELLDELL TECHNOLOGIES INC	6,691	$793K	0.06%	-1,065	Timeline
GLDSPDR GOLD TR	3,198	$777K	0.06%	+45	Timeline
DUKDUKE ENERGY CORP NEW	6,591	$760K	0.06%	+92	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	1,292	$736K	0.05%	+50	Timeline
DVYISHARES TR	5,415	$731K	0.05%	-199	Timeline
UPSUNITED PARCEL SVCS INC	5,214	$711K	0.05%	-99	Timeline
AMATAPPLIED MATLS INC	3,515	$710K	0.05%	-31	Timeline
VOTVANGUARD INDEX FDS	2,917	$710K	0.05%	0	Timeline
AFLAFLAC INC	6,339	$709K	0.05%	0	Timeline
BACBANK OF AMER CORP	17,665	$701K	0.05%	-667	Timeline
XLESELECT SECTOR SPDR TR	7,691	$675K	0.05%	-173	Timeline
IJJISHARES TR	5,420	$670K	0.05%	-141	Timeline
NSRGFNESTLE SA-REG	6,554	$659K	0.05%	0	Timeline
CLXCLOROX CO DEL	4,000	$652K	0.05%	0	Timeline
VTIVANGUARD INDEX FDS	2,212	$626K	0.05%	0	Timeline
NSRGYNESTLE SA-SPONS ADR	6,072	$611K	0.04%	0	Timeline
IWRISHARES TR	6,857	$604K	0.04%	-25	Timeline
GEVGE VERNOVA INC	2,365	$603K	0.04%	-436	Timeline
DXJWISDOMTREE TR	5,600	$594K	0.04%	+100	Timeline
HEDJWISDOMTREE TR	13,080	$587K	0.04%	+200	Timeline
METAMETA PLATFORMS INC	1,015	$581K	0.04%	-81	Timeline
PAYXPAYCHEX INC	4,283	$575K	0.04%	+75	Timeline
FMCFMC CORP	8,563	$565K	0.04%	+125	Timeline
ADBEADOBE INC	1,089	$564K	0.04%	-10	Timeline
AZOAUTOZONE INC	176	$554K	0.04%	0	Timeline
YUMYUM BRANDS INC	3,911	$546K	0.04%	0	Timeline
IYWISHARES TR	3,412	$517K	0.04%	-100	Timeline
IRINGERSOLL RAND INC	5,096	$500K	0.04%	+119	Timeline
BIVVANGUARD BD INDEX FDS	6,251	$490K	0.04%	+2,091	Timeline
DDDUPONT DE NEMOURS INC	5,335	$475K	0.03%	-979	Timeline
IWSISHARES TR	3,541	$468K	0.03%	0	Timeline
MAMASTERCARD INCORPORATED	935	$462K	0.03%	-38	Timeline
ADSKAUTODESK INC	1,674	$461K	0.03%	0	Timeline
AAAUGOLDMAN SACHS PHYSICAL GOLD	16,850	$439K	0.03%	new	Timeline
MRSHMARSH & MCLENNAN COS INC	1,960	$437K	0.03%	-43	Timeline
VTVANGUARD INTL EQUITY INDEX F	3,645	$436K	0.03%	0	Timeline
DIASTATE STR SPDR DOW JONES IND	1,020	$432K	0.03%	0	Timeline
ALBALBEMARLE CORP	4,493	$426K	0.03%	+26	Timeline
ITTITT INC	2,765	$413K	0.03%	-500	Timeline
NEUNEWMARKET CORP	740	$408K	0.03%	0	Timeline
BPBP PLC	12,905	$405K	0.03%	-284	Timeline
SDYSPDR SERIES TRUST	2,718	$386K	0.03%	-200	Timeline
NVSNOVARTIS AG	3,340	$384K	0.03%	-65	Timeline
AMDADVANCED MICRO DEVICES INC	2,302	$378K	0.03%	+350	Timeline
ITOTISHARES TR	2,993	$376K	0.03%	0	Timeline
VUGVANGUARD INDEX FDS	961	$369K	0.03%	-65	Timeline
PSXPHILLIPS 66	2,745	$361K	0.03%	-240	Timeline
AYIACUITY INC	1,300	$358K	0.03%	0	Timeline
VYMVANGUARD WHITEHALL FDS	2,713	$348K	0.03%	0	Timeline
HONHONEYWELL INTL INC	1,653	$342K	0.02%	+30	Timeline
HESS CORPHESS CORP	2,510	$341K	0.02%	+1
VBRVANGUARD INDEX FDS	1,651	$331K	0.02%	0	Timeline
KMXCARMAX INC	4,282	$331K	0.02%	-4,263	Timeline
SOLVSOLVENTUM CORP	4,688	$327K	0.02%	-2,486	Timeline
MCKMCKESSON CORP	645	$319K	0.02%	-37	Timeline
XLUSELECT SECTOR SPDR TR	3,844	$311K	0.02%	0	Timeline
HSYHERSHEY CO	1,615	$310K	0.02%	0	Timeline
SJMSMUCKER J M CO	2,500	$303K	0.02%	-500	Timeline
PPGPPG INDS INC	2,233	$296K	0.02%	0	Timeline
AMGNAMGEN INC	918	$296K	0.02%	+27	Timeline
VOVANGUARD INDEX FDS	1,096	$289K	0.02%	0	Timeline
RYROYAL BK CDA	2,305	$288K	0.02%	0	Timeline
AGGISHARES TR	2,709	$274K	0.02%	0	Timeline
VCITVANGUARD SCOTTSDALE FDS	3,252	$272K	0.02%	-1,555	Timeline
RSPINVESCO EXCHANGE TRADED FD T	1,518	$272K	0.02%	0	Timeline
CMICUMMINS INC	830	$269K	0.02%	-23	Timeline
VTEBVANGUARD MUN BD FDS	5,236	$268K	0.02%	0	Timeline
IWBISHARES TR	849	$267K	0.02%	0	Timeline
AMCOR PLCAMCOR PLC	23,516	$266K	0.02%	0
LQDISHARES TR	2,345	$265K	0.02%	+25	Timeline
NOCNORTHROP GRUMMAN CORP	486	$257K	0.02%	-5	Timeline
EEMISHARES TR	5,573	$256K	0.02%	-25	Timeline
ISRGINTUITIVE SURGICAL INC	519	$255K	0.02%	+60	Timeline
SMHVANECK ETF TRUST	1,021	$251K	0.02%	0	Timeline
SNVXXSCHWAB GOVT MNY FND-INV	247,924	$248K	0.02%	-17,866	Timeline
WMWASTE MGMT INC DEL	1,182	$245K	0.02%	0	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	1,411	$245K	0.02%	0	Timeline
NVONOVO-NORDISK A S	2,052	$244K	0.02%	-96	Timeline
MUBISHARES TR	2,227	$242K	0.02%	new	Timeline
IWOISHARES TR	842	$239K	0.02%	-10	Timeline
DOWDOW HLDGS INC	4,346	$237K	0.02%	-20	Timeline
LRGFISHARES TR	3,995	$235K	0.02%	0	Timeline
GISGENERAL MILLS INC	3,161	$233K	0.02%	-214	Timeline
MASMASCO CORP	2,675	$225K	0.02%	new	Timeline
NXPINXP SEMICONDUCTORS N V	905	$217K	0.02%	-35	Timeline
DHRDANAHER CORP DEL	780	$217K	0.02%	new	Timeline
CEGCONSTELLATION ENERGY CORP	818	$213K	0.02%	new	Timeline
IJKISHARES TR	2,264	$208K	0.02%	new	Timeline
ETNEATON CORP PLC	625	$207K	0.02%	new	Timeline
MSMORGAN STANLEY	1,980	$206K	0.01%	-78	Timeline
SUNSUNOCO LP/SUNOCO FIN CORP	3,800	$204K	0.01%	0	Timeline
SNAXXSCHWA PRIME ADV MONEY FD-ULT	150,804	$151K	0.01%	-465,836	Timeline
SNSXXSCHWAB US TREASURY MONEY-INV	33,823	$33.8K	<0.01%	+417	Timeline
PTKNPRIMIOR HOLDINGS INC. COMMON S	10,000	$3	<0.01%	0	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
CVSCVS HEALTH CORP	26,130	$1.54M	shares
MCOMOODYS CORP	1,001	$421K	shares
PNCPNC FINL SVCS GROUP INC	1,638	$255K	shares
ZBHZIMMER BIOMET HOLDINGS INC	2,178	$236K	shares
CTVACORTEVA INC	4,158	$224K	shares
MKCMCCORMICK & CO INC	3,035	$215K	shares
IWNISHARES TR	1,350	$206K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001164478-24-000005	base		2024-10-29	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC