StockDriftsStockDriftsTop 50 Kanawha Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.58% | 312.1K | $79.2M | -0.57%(-1.78K) | $34.41(+768.67%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.26% | 201.6K | $74.6M | +1.06%(+2.11K) | $54.08(+649.24%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.18% | 156.8K | $45.1M | -1.22%(-1.93K) | $64.56(+523.67%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.84% | 137.0K | $40.3M | +0.47%(+646) | $67.83(+342.63%) | 2026-03-31 | |
| LOW | LOWES COS INC | 2.8% | 168.4K | $39.8M | -0.54%(-911) | $31.73(+594.79%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.56% | 148.8K | $36.4M | +0.19%(+284) | $83.93(+174.54%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.42% | 71.8K | $34.4M | -1.76%(-1.29K) | $123.67(+292.60%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.41% | 52.4K | $34.2M | -1.00%(-531) | $204.03(+265.51%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 2.32% | 170.5K | $32.9M | +0.09%(+147) | $79.34(+124.48%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 2.17% | 141.8K | $30.8M | -0.23%(-325) | $53.87(+287.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.40% | +30.92% |
| Top 20 Holdings Unweighted | +9.64% | +31.78% |
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