KANAWHA CAPITAL MANAGEMENT LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1164478
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.4B
Holdings
221
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
KANAWHA CAPITAL MANAGEMENT LLC disclosed 221 positions worth $1.4B in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 5.6% of the equity portfolio, followed by $MSFT and $GOOG. During the quarter the fund opened 7 new positions and exited 5 — including a new stake in $WAT and a full exit from $CEG. The portfolio is most concentrated in Technology (25.7% of disclosed assets). All figures are sourced directly from KANAWHA CAPITAL MANAGEMENT LLC’s Form 13F-HR filing with the SEC under CIK 1164478.
AI Fund Analysis
DiversifyingSector Allocation
TechnologyOtherFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$79.2M312,060 sh - 83.7#15
Quality
$74.6M201,580 sh - 80.2#45
Quality
$45.1M156,794 sh - 35.6
Quality
$40.3M136,993 sh - 63.5
Quality
$39.8M168,446 sh - 72.8
Quality
$36.4M148,759 sh - 64.5
Quality
$34.4M71,787 sh ISHARES TR
—Quality
$34.2M52,380 sh- 70.0
Quality
$32.9M170,515 sh - 59.3
Quality
$30.8M141,755 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apple Inc.$AAPL | 76.1#112 | $79.2M | 312,060 |
 MICROSOFT CORP$MSFT | 83.7#15 | $74.6M | 201,580 |
 Alphabet Inc.$GOOG | 80.2#45 | $45.1M | 156,794 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $40.3M | 136,993 |
 LOWES COMPANIES INC$LOW | 63.5 | $39.8M | 168,446 |
 JOHNSON & JOHNSON$JNJ | 72.8 | $36.4M | 148,759 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $34.4M | 71,787 |
| ISHARES TR | — | $34.2M | 52,380 |
 RTX Corp$RTX | 70.0 | $32.9M | 170,515 |
 AbbVie Inc.$ABBV | 59.3 | $30.8M | 141,755 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of KANAWHA CAPITAL MANAGEMENT LLC's 221 positions.
Showing top 10 of 221 holdings.
Sector Allocation
Technology
$364.4M
Other
$203.7M
Financials
$180.1M
Industrials
$157.2M
Consumer Discretionary
$145.6M
Healthcare
$140.3M
Consumer Staples
$73.4M
Energy
$58.9M
Full Holdings — KANAWHA CAPITAL MANAGEMENT LLC (Q1 2026)
All 221 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $79.2M | 5.6% | -1% | 76.1 |
| 2 | $MSFT | MICROSOFT CORP | $74.6M | 5.3% | +1% | 83.7 |
| 3 | $GOOG | Alphabet Inc. | $45.1M | 3.2% | -1% | 80.2 |
| 4 | $JPM | JPMORGAN CHASE & CO | $40.3M | 2.8% | +0% | 35.6 |
| 5 | $LOW | LOWES COMPANIES INC | $39.8M | 2.8% | -1% | 63.5 |
| 6 | $JNJ | JOHNSON & JOHNSON | $36.4M | 2.6% | +0% | 72.8 |
| 7 | $BRK.B | BERKSHIRE HATHAWAY INC | $34.4M | 2.4% | -2% | 64.5 |
| 8 | — | ISHARES TR | $34.2M | 2.4% | -1% | — |
| 9 | $RTX | RTX Corp | $32.9M | 2.3% | +0% | 70 |
| 10 | $ABBV | AbbVie Inc. | $30.8M | 2.2% | -0% | 59.3 |
| 11 | — | VANGUARD TAX-MANAGED FDS | $27.4M | 1.9% | +15% | — |
| 12 |  $PG | PROCTER & GAMBLE Co | $27.3M | 1.9% | +3% | 72.9 |
| 13 | — | ISHARES TR | $27.0M | 1.9% | -0% | — |
| 14 |  $ORCL | ORACLE CORP | $26.3M | 1.9% | -6% | 67.2 |
| 15 |  $MCD | MCDONALDS CORP | $25.1M | 1.8% | -2% | 73.9 |
| 16 |  $XOM | EXXON MOBIL CORP | $24.5M | 1.7% | -0% | 61.8 |
| 17 |  $CSCO | CISCO SYSTEMS, INC. | $24.4M | 1.7% | +2% | 72.3 |
| 18 |  $CVX | CHEVRON CORP | $23.5M | 1.7% | +0% | 54.7 |
| 19 |  $ADP | AUTOMATIC DATA PROCESSING INC | $23.1M | 1.6% | +0% | 77.9 |
| 20 |  $ITW | ILLINOIS TOOL WORKS INC | $22.8M | 1.6% | -0% | 71.2 |
| 21 |  $APH | AMPHENOL CORP /DE/ | $21.8M | 1.5% | +3% | 80.5 |
| 22 |  $PH | Parker-Hannifin Corp | $21.4M | 1.5% | -2% | 73.8 |
| 23 |  $ECL | ECOLAB INC. | $19.9M | 1.4% | +1% | 64.3 |
| 24 |  $PEP | PEPSICO INC | $19.8M | 1.4% | +2% | 62.7 |
| 25 |  $COST | COSTCO WHOLESALE CORP /NEW | $19.7M | 1.4% | +3% | 67 |
| 26 |  $CB | Chubb Ltd | $19.6M | 1.4% | +1% | — |
| 27 |  $CAT | CATERPILLAR INC | $19.4M | 1.4% | -1% | 67.8 |
| 28 |  $ABT | ABBOTT LABORATORIES | $18.7M | 1.3% | +2% | 67 |
| 29 | — | ISHARES TR | $17.7M | 1.3% | -1% | — |
| 30 |  $AMZN | AMAZON COM INC | $17.1M | 1.2% | +6% | 74.6 |
| 31 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $16.2M | 1.1% | +3% | 66.7 |
| 32 |  $NSC | NORFOLK SOUTHERN CORP | $14.4M | 1.0% | -1% | 70.8 |
| 33 |  $D | DOMINION ENERGY, INC | $14.0M | 1.0% | +1% | 74.9 |
| 34 |  $APD | Air Products & Chemicals, Inc. | $13.9M | 1.0% | +2% | 41.2 |
| 35 |  $KO | COCA COLA CO | $13.9M | 1.0% | +1% | 74 |
| 36 |  $VZ | VERIZON COMMUNICATIONS INC | $13.2M | 0.9% | +3% | 71.6 |
| 37 |  $USB | US BANCORP DE | $13.1M | 0.9% | +3% | 71.4 |
| 38 |  $SO | SOUTHERN CO | $12.9M | 0.9% | +4% | 65.1 |
| 39 |  $MDT | Medtronic plc | $11.3M | 0.8% | +2% | — |
| 40 |  $QCOM | QUALCOMM INC/DE | $11.2M | 0.8% | +2% | 81.9 |
| 41 |  $NVDA | NVIDIA CORP | $10.9M | 0.8% | +6% | 90.2 |
| 42 |  $BDX | BECTON DICKINSON & CO | $10.5M | 0.7% | -2% | 50.7 |
| 43 |  $NKE | NIKE, Inc. | $9.9M | 0.7% | +7% | 53.4 |
| 44 |  $EMR | EMERSON ELECTRIC CO | $9.4M | 0.7% | -1% | 65.9 |
| 45 |  $MMM | 3M CO | $9.3M | 0.7% | -2% | 60.7 |
| 46 |  $AVGO | Broadcom Inc. | $9.0M | 0.6% | +2% | 86.4 |
| 47 |  $WMT | Walmart Inc. | $8.9M | 0.6% | +2% | 63.2 |
| 48 |  $HD | HOME DEPOT, INC. | $8.8M | 0.6% | +0% | 69.2 |
| 49 |  $SPGI | S&P Global Inc. | $8.8M | 0.6% | +29% | 79.4 |
| 50 | — | SELECT SECTOR SPDR TR | $8.8M | 0.6% | -3% | — |
| 51 |  $TGT | TARGET CORP | $8.7M | 0.6% | -8% | 53.1 |
| 52 |  $PFE | PFIZER INC | $8.2M | 0.6% | +10% | 69 |
| 53 |  $SPY | SPDR S&P 500 ETF TRUST | $8.0M | 0.6% | +1% | — |
| 54 |  $TFC | TRUIST FINANCIAL CORP | $7.7M | 0.5% | -9% | — |
| 55 |  $DE | DEERE & CO | $7.6M | 0.5% | -2% | 57.4 |
| 56 |  $CARR | CARRIER GLOBAL Corp | $7.5M | 0.5% | -3% | 61.5 |
| 57 | — | VANGUARD INDEX FDS | $7.1M | 0.5% | +1% | — |
| 58 |  $COF | CAPITAL ONE FINANCIAL CORP | $7.0M | 0.5% | -1% | 71 |
| 59 |  $NDAQ | NASDAQ, INC. | $6.9M | 0.5% | -1% | 78.5 |
| 60 |  $LLY | ELI LILLY & Co | $6.9M | 0.5% | +13% | 89.3 |
| 61 |  $CL | COLGATE PALMOLIVE CO | $6.3M | 0.4% | -0% | 72.4 |
| 62 |  $BLK | BlackRock, Inc. | $6.2M | 0.4% | +0% | 70.3 |
| 63 |  $AFL | AFLAC INC | $6.2M | 0.4% | -26% | 60.3 |
| 64 | — | VANGUARD SCOTTSDALE FDS | $6.1M | 0.4% | +11% | — |
| 65 | — | VANGUARD INTL EQUITY INDEX F | $6.1M | 0.4% | -1% | — |
| 66 | — | SPDR SERIES TRUST | $6.1M | 0.4% | +10% | — |
| 67 | — | ISHARES TR | $5.9M | 0.4% | +19% | — |
| 68 |  $META | Meta Platforms, Inc. | $5.8M | 0.4% | +4% | 80.9 |
| 69 |  $NFLX | NETFLIX INC | $5.6M | 0.4% | +1603% | 86.7 |
| 70 |  $AXP | AMERICAN EXPRESS CO | $5.3M | 0.4% | +5% | 73.2 |
| 71 |  $COP | CONOCOPHILLIPS | $5.2M | 0.4% | +1% | 74.8 |
| 72 |  $XYL | Xylem Inc. | $5.0M | 0.4% | +4% | 65.6 |
| 73 |  $NTRS | NORTHERN TRUST CORP | $4.5M | 0.3% | -4% | 71.8 |
| 74 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $4.2M | 0.3% | +9% | — |
| 75 |  $GPC | GENUINE PARTS CO | $4.0M | 0.3% | +1% | 54.2 |
| 76 |  $MET | METLIFE INC | $3.7M | 0.3% | -6% | 73.9 |
| 77 |  $T | AT&T INC. | $3.5M | 0.3% | +4% | 71.9 |
| 78 |  $OTIS | Otis Worldwide Corp | $3.3M | 0.2% | -3% | 60.3 |
| 79 |  $GE | GENERAL ELECTRIC CO | $2.9M | 0.2% | -0% | 74.8 |
| 80 |  $SHEL | Shell plc | $2.9M | 0.2% | -1% | — |
| 81 |  $DIS | Walt Disney Co | $2.9M | 0.2% | -41% | 68.9 |
| 82 | — | ISHARES TR | $2.9M | 0.2% | -17% | — |
| 83 |  $BMY | BRISTOL MYERS SQUIBB CO | $2.6M | 0.2% | -5% | 70.1 |
| 84 |  $IAU | ISHARES GOLD TRUST | $2.5M | 0.2% | +16% | — |
| 85 |  $__PARK_1390777 | Bank of New York Mellon Corp | $2.4M | 0.2% | -5% | 36.7 |
| 86 |  $KMB | KIMBERLY CLARK CORP | $2.4M | 0.2% | -22% | 61.7 |
| 87 | — | VANGUARD INTL EQUITY INDEX F | $2.4M | 0.2% | -2% | — |
| 88 | — | SELECT SECTOR SPDR TR | $2.2M | 0.2% | -1% | — |
| 89 |  $GOOGL | Alphabet Inc. | $2.2M | 0.2% | -1% | 80.2 |
| 90 |  $BRK.A | BERKSHIRE HATHAWAY INC | $2.2M | 0.1% | +0% | 64.5 |
| 91 |  $UL | UNILEVER PLC | $2.1M | 0.1% | -8% | — |
| 92 | — | ISHARES TR | $2.1M | 0.1% | -25% | — |
| 93 | — | ISHARES TR | $2.0M | 0.1% | -1% | — |
| 94 | — | SELECT SECTOR SPDR TR | $2.0M | 0.1% | -0% | — |
| 95 |  $TT | Trane Technologies plc | $1.9M | 0.1% | -1% | — |
| 96 |  $GEV | GE Vernova Inc. | $1.9M | 0.1% | -2% | 70.1 |
| 97 |  $CSX | CSX CORP | $1.8M | 0.1% | -2% | 66.4 |
| 98 |  $WAT | WATERS CORP /DE/ | $1.8M | 0.1% | NEW | 69.9 |
| 99 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $1.7M | 0.1% | -1% | 74.6 |
| 100 |  $ACN | Accenture plc | $1.7M | 0.1% | -0% | — |
| 101 |  $CTAS | CINTAS CORP | $1.7M | 0.1% | -0% | 76.3 |
| 102 |  $MRK | Merck & Co., Inc. | $1.7M | 0.1% | -1% | 70.9 |
| 103 | — | ISHARES TR | $1.7M | 0.1% | +5% | — |
| 104 |  $UNH | UNITEDHEALTH GROUP INC | $1.6M | 0.1% | +53% | 66.8 |
| 105 |  $DOV | DOVER Corp | $1.6M | 0.1% | -6% | 63.1 |
| 106 |  $TXN | TEXAS INSTRUMENTS INC | $1.5M | 0.1% | -8% | 70.4 |
| 107 | — | ISHARES TR | $1.5M | 0.1% | -13% | — |
| 108 |  $KVUE | Kenvue Inc. | $1.4M | 0.1% | -15% | 60.2 |
| 109 | — | ISHARES TR | $1.4M | 0.1% | +4% | — |
| 110 | — | SPDR INDEX SHS FDS | $1.4M | 0.1% | -0% | — |
| 111 |  $SLB | SLB LIMITED/NV | $1.3M | 0.1% | -1% | 63.2 |
| 112 |  $GLD | SPDR GOLD TRUST | $1.3M | 0.1% | -15% | — |
| 113 | — | SELECT SECTOR SPDR TR | $1.3M | 0.1% | -0% | — |
| 114 |  $MO | ALTRIA GROUP, INC. | $1.3M | 0.1% | -2% | 72.1 |
| 115 | — | SCHWAB STRATEGIC TR | $1.3M | 0.1% | -1% | — |
| 116 | — | ISHARES TR | $1.2M | 0.1% | +15% | — |
| 117 |  $PM | Philip Morris International Inc. | $1.2M | 0.1% | -3% | 80.5 |
| 118 | — | ISHARES TR | $1.2M | 0.1% | +16% | — |
| 119 | — | BLACKROCK ETF TRUST II | $1.2M | 0.1% | +26% | — |
| 120 |  $AMAT | APPLIED MATERIALS INC /DE | $1.2M | 0.1% | +0% | 74.8 |
| 121 |  $INTC | INTEL CORP | $1.2M | 0.1% | -4% | 41.5 |
| 122 | — | VANGUARD INDEX FDS | $1.1M | 0.1% | -8% | — |
| 123 | — | VANGUARD WORLD FD | $1.1M | 0.1% | -1% | — |
| 124 |  $WFC | WELLS FARGO & COMPANY/MN | $1.1M | 0.1% | -7% | — |
| 125 | — | SELECT SECTOR SPDR TR | $1.1M | 0.1% | +0% | — |
| 126 |  $UNP | UNION PACIFIC CORP | $1.1M | 0.1% | -0% | 74 |
| 127 |  $TRV | TRAVELERS COMPANIES, INC. | $1.1M | 0.1% | -1% | 71.5 |
| 128 |  $DUK | Duke Energy CORP | $1.0M | 0.1% | -5% | 64 |
| 129 |  $DELL | Dell Technologies Inc. | $996,010 | 0.1% | -1% | 76 |
| 130 | — | SELECT SECTOR SPDR TR | $964,744 | 0.1% | -1% | — |
| 131 | — | SELECT SECTOR SPDR TR | $963,130 | 0.1% | +1% | — |
| 132 |  $SCHW | SCHWAB CHARLES CORP | $956,943 | 0.1% | +0% | 77.2 |
| 133 |  $BAC | BANK OF AMERICA CORP /DE/ | $938,027 | 0.1% | -5% | 68.4 |
| 134 | — | TOWNEBANK PORTSMOUTH VA | $926,291 | 0.1% | -11% | — |
| 135 |  $V | VISA INC. | $913,438 | 0.1% | -10% | 83.5 |
| 136 | — | PIMCO ETF TR | $911,466 | 0.1% | +0% | — |
| 137 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $906,387 | 0.1% | -1% | 63.7 |
| 138 |  $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | $892,802 | 0.1% | +0% | 64.2 |
| 139 | — | STATE STR SPDR DOW JONES IND | $886,500 | 0.1% | +88% | — |
| 140 | — | ISHARES TR | $864,454 | 0.1% | -9% | — |
| 141 | — | ISHARES TR | $807,592 | 0.1% | -6% | — |
| 142 |  $CI | Cigna Group | $781,575 | 0.1% | -1% | 66.8 |
| 143 |  $AMGN | AMGEN INC | $714,607 | 0.1% | +4% | 79.5 |
| 144 | — | VANGUARD INDEX FDS | $712,087 | 0.1% | +0% | — |
| 145 | — | VANGUARD INDEX FDS | $676,782 | 0.1% | -2% | — |
| 146 | — | ISHARES TR | $669,523 | 0.1% | +0% | — |
| 147 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $664,251 | 0.1% | -1% | — |
| 148 |  $MDLZ | Mondelez International, Inc. | $656,462 | 0.1% | +7% | 53.9 |
| 149 | — | VANGUARD BD INDEX FDS | $591,739 | 0.0% | -7% | — |
| 150 | $META | Meta Platforms, Inc. | $568,205 | 0.0% | -12% | 80.9 |
| 151 |  $PSX | Phillips 66 | $545,629 | 0.0% | +0% | 47.6 |
| 152 |  $YUM | YUM BRANDS INC | $542,003 | 0.0% | -10% | 71.7 |
| 153 |  $UPS | UNITED PARCEL SERVICE INC | $537,548 | 0.0% | -2% | 58.2 |
| 154 |  $AAAU | Goldman Sachs Physical Gold ETF | $530,954 | 0.0% | +0% | — |
| 155 |  $MCK | MCKESSON CORP | $528,224 | 0.0% | -1% | 63.7 |
| 156 |  $ITT | ITT INC. | $516,146 | 0.0% | -1% | 63.1 |
| 157 |  $NVS | NOVARTIS AG | $500,867 | 0.0% | -0% | — |
| 158 |  $SLV | iShares Silver Trust | $497,422 | 0.0% | +128% | — |
| 159 | — | ISHARES TR | $489,959 | 0.0% | +0% | — |
| 160 |  $BP | BP PLC | $468,200 | 0.0% | -4% | — |
| 161 |  $PAYX | PAYCHEX INC | $455,994 | 0.0% | -0% | 75.1 |
| 162 |  $AZO | AUTOZONE INC | $439,111 | 0.0% | -26% | 66.5 |
| 163 |  $NEU | NEWMARKET CORP | $439,051 | 0.0% | +0% | 68.9 |
| 164 |  $MA | Mastercard Inc | $434,136 | 0.0% | +0% | 81.7 |
| 165 | — | ISHARES TR | $407,325 | 0.0% | +0% | — |
| 166 | — | ISHARES TR | $402,388 | 0.0% | +0% | — |
| 167 |  $ADSK | Autodesk, Inc. | $400,756 | 0.0% | +0% | 76.4 |
| 168 |  $BA | BOEING CO | $399,458 | 0.0% | -16% | 51.8 |
| 169 |  $AMD | ADVANCED MICRO DEVICES INC | $397,299 | 0.0% | -4% | 78.8 |
| 170 |  $STX | Seagate Technology Holdings plc | $395,286 | 0.0% | +0% | — |
| 171 |  $CMI | CUMMINS INC | $384,497 | 0.0% | -1% | 58.9 |
| 172 |  $CLX | CLOROX CO /DE/ | $383,431 | 0.0% | -3% | 63.5 |
| 173 |  $IR | Ingersoll Rand Inc. | $378,253 | 0.0% | -1% | 55.4 |
| 174 | — | SELECT SECTOR SPDR TR | $375,747 | 0.0% | +0% | — |
| 175 | — | VANECK ETF TRUST | $372,281 | 0.0% | +0% | — |
| 176 |  $RY | ROYAL BANK OF CANADA | $366,432 | 0.0% | +0% | — |
| 177 | — | VANGUARD WHITEHALL FDS | $365,095 | 0.0% | +0% | — |
| 178 | — | SPDR SERIES TRUST | $364,785 | 0.0% | -11% | — |
| 179 |  $SOLS | Solstice Advanced Materials Inc. | $358,561 | 0.0% | -1% | — |
| 180 | — | ISHARES TR | $358,345 | 0.0% | +17% | — |
| 181 |  $ALB | ALBEMARLE CORP | $356,906 | 0.0% | +0% | 50.2 |
| 182 |  $ETN | Eaton Corp plc | $350,508 | 0.0% | +0% | — |
| 183 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $348,625 | 0.0% | +0% | 60.5 |
| 184 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $344,512 | 0.0% | +4% | 75.4 |
| 185 | — | VANGUARD WORLD FD | $342,415 | 0.0% | +16% | — |
| 186 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $336,260 | 0.0% | +0% | — |
| 187 |  $KR | KROGER CO | $310,819 | 0.0% | -10% | 51.1 |
| 188 | — | ISHARES TR | $307,711 | 0.0% | +0% | — |
| 189 |  $HON | HONEYWELL INTERNATIONAL INC | $304,727 | 0.0% | +8% | 65.7 |
| 190 |  $TSLA | Tesla, Inc. | $304,463 | 0.0% | +18% | 50.1 |
| 191 |  $AYI | ACUITY INC. (DE) | $301,237 | 0.0% | -4% | 68.9 |
| 192 | — | ISHARES TR | $296,397 | 0.0% | +0% | — |
| 193 |  $Q | Qnity Electronics, Inc. | $293,988 | 0.0% | -20% | — |
| 194 | — | ISHARES TR | $286,470 | 0.0% | -6% | — |
| 195 |  $IVZ | Invesco Ltd. | $282,890 | 0.0% | +0% | — |
| 196 | — | VANGUARD INDEX FDS | $277,004 | 0.0% | +0% | — |
| 197 |  $WT | WisdomTree, Inc. | $273,551 | 0.0% | -55% | 62.9 |
| 198 |  $HSY | HERSHEY CO | $270,257 | 0.0% | +0% | 59.4 |
| 199 | — | ISHARES TR | $263,670 | 0.0% | +0% | — |
| 200 | — | SELECT SECTOR SPDR TR | $251,652 | 0.0% | +0% | — |
| 201 |  $ADBE | ADOBE INC. | $250,615 | 0.0% | -1% | 80.4 |
| 202 |  $WELL | WELLTOWER INC. | $249,312 | 0.0% | -0% | 75.7 |
| 203 |  $SUN | Sunoco LP | $246,886 | 0.0% | NEW | 64.8 |
| 204 |  $BWXT | BWX Technologies, Inc. | $243,861 | 0.0% | -16% | 68 |
| 205 |  $SJM | J M SMUCKER Co | $241,100 | 0.0% | +0% | 46.4 |
| 206 |  $MS | MORGAN STANLEY | $240,025 | 0.0% | -24% | — |
| 207 |  $CTVA | Corteva, Inc. | $239,682 | 0.0% | -6% | 48.4 |
| 208 |  $WM | WASTE MANAGEMENT INC | $237,143 | 0.0% | +0% | 70.7 |
| 209 | — | ISHARES TR | $230,831 | 0.0% | +0% | — |
| 210 | — | VANGUARD MUN BD FDS | $226,700 | 0.0% | +0% | — |
| 211 | — | VANGUARD INDEX FDS | $226,528 | 0.0% | -3% | — |
| 212 |  $DD | DuPont de Nemours, Inc. | $222,536 | 0.0% | -7% | 31.1 |
| 213 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $219,623 | 0.0% | -13% | 66.4 |
| 214 | — | VANGUARD SCOTTSDALE FDS | $219,161 | 0.0% | -23% | — |
| 215 |  $BX | Blackstone Inc. | $217,331 | 0.0% | NEW | 68 |
| 216 |  $MU | MICRON TECHNOLOGY INC | $214,981 | 0.0% | NEW | 88.4 |
| 217 | — | VANGUARD SCOTTSDALE FDS | $214,739 | 0.0% | +0% | — |
| 218 | — | ISHARES TR | $213,574 | 0.0% | -9% | — |
| 219 |  $ASML | ASML HOLDING NV | $202,087 | 0.0% | NEW | — |
| 220 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $200,678 | 0.0% | NEW | 70.8 |
| 221 |  $NFGC | New Found Gold Corp. | $27,160 | 0.0% | NEW | — |
New Positions (7)
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