Sponsored

The Analysis of KANAWHA CAPITAL MANAGEMENT LLC's Holdings & P&L

Currently, KANAWHA CAPITAL MANAGEMENT LLC holds 221 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in NFLX (+54.9K shares, valued at $5.3M), VEA (+55.1K shares, valued at $3.5M), SPGI (+4.7K shares, valued at $2.0M); decreased their positions in AFL (-20.1K shares, valued at $2.2M), DIS (-21.2K shares, valued at $2.0M), ORCL (-10.6K shares, valued at $1.6M); initiated new positions in WAT (+6.1K shares, valued at $1.8M), SUN (+3.8K shares, valued at $246.9K), VONG (+2.0K shares, valued at $219.2K).

1M P&L

+29.3M+2.17%

3M P&L

+10.0M+0.73%

HY P&L

+72.8M+5.57%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A208.0M

16.1%

2Software - Infrastructure100.9M

7.8%

3Drug Manufacturers - General86.1M

6.7%

Top Industries by Stock Count

1N/A66 stocks

33.3%

2Specialty Industrial Machinery8 stocks

4.0%

3Drug Manufacturers - General7 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC312.1K shares-0.57%2026-03-312026-04-28

MSFT MICROSOFT CORP201.6K shares1.06%2026-03-312026-04-28

ALPHABET INC ALPHABET INC156.8K shares-1.22%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO137.0K shares0.47%2026-03-312026-04-28

LOW LOWES COS INC168.4K shares-0.54%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON148.8K shares0.19%2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL71.8K shares-1.76%2026-03-312026-04-28

IVV ISHARES TR52.4K shares-1.00%2026-03-312026-04-28

Sponsored

RTX RTX CORPORATION170.5K shares0.09%2026-03-312026-04-28

ABBV ABBVIE INC141.8K shares-0.23%2026-03-312026-04-28

VEA VANGUARD TAX-MANAGED FDS427.9K shares14.79%2026-03-312026-04-28

PG PROCTER & GAMBLE CO189.0K shares3.45%2026-03-312026-04-28

IJH ISHARES TR400.0K shares-0.09%2026-03-312026-04-28

ORCL ORACLE CORP178.5K shares-5.61%2026-03-312026-04-28

MCD MCDONALDS CORP80.8K shares-1.68%2026-03-312026-04-28

XOM EXXON MOBIL CORP144.3K shares-0.08%2026-03-312026-04-28

Sponsored

CSCO CISCO SYS INC314.5K shares1.82%2026-03-312026-04-28

CVX CHEVRON CORPORATION113.8K shares0.07%2026-03-312026-04-28

ADP AUTOMATIC DATA PROCESSING IN113.8K shares0.45%2026-03-312026-04-28

ITW ILLINOIS TOOL WKS INC87.8K shares-0.48%2026-03-312026-04-28

APH AMPHENOL CORP172.7K shares2.51%2026-03-312026-04-28

PH PARKER-HANNIFIN CORP23.9K shares-1.92%2026-03-312026-04-28

ECL ECOLAB INC74.7K shares1.31%2026-03-312026-04-28

PEP PEPSICO INC127.5K shares1.91%2026-03-312026-04-28

Sponsored

COST COSTCO WHOLESALE CORPORATION19.7K shares3.27%2026-03-312026-04-28

CB CHUBB LTD SWITZ60.1K shares0.76%2026-03-312026-04-28

CAT CATERPILLAR INC27.4K shares-0.97%2026-03-312026-04-28

ABT ABBOTT LABORATORIES182.3K shares1.64%2026-03-312026-04-28

IWM ISHARES TR71.6K shares-0.94%2026-03-312026-04-28

AMZN AMAZON COM INC82.3K shares5.65%2026-03-312026-04-28

IBM INTERNATIONAL BUSINESS MACHS66.6K shares3.18%2026-03-312026-04-28

NSC NORFOLK SOUTHN CORP50.0K shares-0.78%2026-03-312026-04-28

Sponsored

D DOMINION ENERGY INC226.2K shares1.14%2026-03-312026-04-28

APD AIR PRODUCTS AND CHEMICALS I47.9K shares2.40%2026-03-312026-04-28

KO COCA COLA CO182.3K shares0.58%2026-03-312026-04-28

VZ VERIZON COMMUNICATIONS INC262.4K shares3.44%2026-03-312026-04-28

USB US BANCORP251.0K shares3.27%2026-03-312026-04-28

SO SOUTHERN CO133.6K shares3.93%2026-03-312026-04-28

MEDTRONIC PLC MEDTRONIC PLC130.3K shares1.72%2026-03-312026-04-28

QCOM QUALCOMM INC86.8K shares2.42%2026-03-312026-04-28

Sponsored

NVDA NVIDIA CORPORATION62.2K shares6.08%2026-03-312026-04-28

BDX BECTON DICKINSON & CO66.9K shares-2.39%2026-03-312026-04-28

NKE NIKE INC187.6K shares6.84%2026-03-312026-04-28

EMR EMERSON ELEC CO71.6K shares-0.89%2026-03-312026-04-28

MMM 3M CO64.0K shares-2.46%2026-03-312026-04-28

BROADCOM INC BROADCOM INC29.0K shares1.59%2026-03-312026-04-28

WMT WALMART INC71.6K shares1.92%2026-03-312026-04-28

HD HOME DEPOT INC26.8K shares0.36%2026-03-312026-04-28

Sponsored

SPGI S&P GLOBAL INC20.7K shares29.48%2026-03-312026-04-28

XLK SELECT SECTOR SPDR TR65.9K shares-2.52%2026-03-312026-04-28

TGT TARGET CORP71.5K shares-8.19%2026-03-312026-04-28

PFE PFIZER INC290.6K shares9.60%2026-03-312026-04-28

SPY STATE STR SPDR S&P 500 ETF T12.4K shares1.09%2026-03-312026-04-28

TFC TRUIST FINL CORP167.0K shares-8.94%2026-03-312026-04-28

DE DEERE & CO13.5K shares-1.58%2026-03-312026-04-28

CARR CARRIER GLOBAL CORPORATION133.1K shares-3.27%2026-03-312026-04-28

Sponsored

VNQ VANGUARD INDEX FDS80.3K shares0.87%2026-03-312026-04-28

COF CAPITAL ONE FINL CORP38.6K shares-1.23%2026-03-312026-04-28

NDAQ NASDAQ INC81.7K shares-0.75%2026-03-312026-04-28

LLY ELI LILLY & CO7.5K shares12.68%2026-03-312026-04-28

CL COLGATE PALMOLIVE CO73.9K shares-0.36%2026-03-312026-04-28

BLACKROCK INC BLACKROCK INC6.5K shares0.42%2026-03-312026-04-28

AFL AFLAC INC56.5K shares-26.23%2026-03-312026-04-28

VONV VANGUARD SCOTTSDALE FDS65.4K shares11.06%2026-03-312026-04-28

Sponsored

VWO VANGUARD INTL EQUITY INDEX F112.3K shares-0.60%2026-03-312026-04-28

SPYM SPDR SERIES TRUST79.1K shares9.83%2026-03-312026-04-28

IJR ISHARES TR47.3K shares18.59%2026-03-312026-04-28

BSV VANGUARD BD INDEX FDS73.5K shares4.23%2026-03-312026-04-28

NFLX NETFLIX INC.58.3K shares1603.04%2026-03-312026-04-28

AXP AMERICAN EXPRESS CO17.7K shares5.14%2026-03-312026-04-28

COP CONOCOPHILLIPS39.3K shares1.02%2026-03-312026-04-28

XYL XYLEM INC42.2K shares3.73%2026-03-312026-04-28

Sponsored

NTRS NORTHERN TR CORP32.0K shares-3.72%2026-03-312026-04-28

INVESCO QQQ TR INVESCO QQQ TR7.2K shares8.73%2026-03-312026-04-28

GPC GENUINE PARTS CO37.7K shares1.48%2026-03-312026-04-28

MET METLIFE INC53.0K shares-6.45%2026-03-312026-04-28

T AT&T INC122.3K shares4.10%2026-03-312026-04-28

OTIS OTIS WORLDWIDE CORP42.2K shares-3.25%2026-03-312026-04-28

GE AEROSPACE GE AEROSPACE10.3K shares-0.50%2026-03-312026-04-28

SHEL SHELL PLC31.2K shares-1.15%2026-03-312026-04-28

Sponsored

DIS DISNEY WALT CO30.0K shares-41.46%2026-03-312026-04-28

IEFA ISHARES TR31.5K shares-17.19%2026-03-312026-04-28

BMY BRISTOL-MYERS SQUIBB CO43.2K shares-4.67%2026-03-312026-04-28

ISHARES GOLD TR ISHARES GOLD TR28.8K shares16.30%2026-03-312026-04-28

BK BANK NEW YORK MELLON CORP20.5K shares-4.65%2026-03-312026-04-28

KMB KIMBERLY-CLARK CORP24.7K shares-22.39%2026-03-312026-04-28

VEU VANGUARD INTL EQUITY INDEX F31.5K shares-1.99%2026-03-312026-04-28

XLV SELECT SECTOR SPDR TR15.2K shares-0.56%2026-03-312026-04-28

Sponsored

ALPHABET INC ALPHABET INC7.7K shares-0.64%2026-03-312026-04-28

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-03-312026-04-28

UNILEVER PLC UNILEVER PLC36.4K shares-7.79%2026-03-312026-04-28

IWD ISHARES TR9.7K shares-24.58%2026-03-312026-04-28

IWP ISHARES TR15.7K shares-0.63%2026-03-312026-04-28

XLF SELECT SECTOR SPDR TR40.1K shares-0.22%2026-03-312026-04-28

TT TRANE TECHNOLOGIES PLC4.6K shares-1.07%2026-03-312026-04-28

GEV GE VERNOVA INC2.1K shares-2.19%2026-03-312026-04-28

Sponsored

CSX CSX CORP44.6K shares-2.12%2026-03-312026-04-28

WAT WATERS CORP6.1K sharesnew addition2026-03-312026-04-28

PEG PUBLIC SVC ENTERPRISE GROUP21.5K shares-1.42%2026-03-312026-04-28

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND8.8K shares-0.03%2026-03-312026-04-28

CTAS CINTAS CORP10.2K shares-0.10%2026-03-312026-04-28

MERCK & CO INC MERCK & CO INC13.8K shares-1.43%2026-03-312026-04-28

IBB ISHARES TR9.8K shares4.79%2026-03-312026-04-28

UNH UNITEDHEALTH GROUP INC6.1K shares52.80%2026-03-312026-04-28

Sponsored

DOV DOVER CORP7.5K shares-6.10%2026-03-312026-04-28

TXN TEXAS INSTRS INC7.7K shares-8.34%2026-03-312026-04-28

IWF ISHARES TR3.5K shares-12.96%2026-03-312026-04-28

KVUE KENVUE INC80.8K shares-14.69%2026-03-312026-04-28

FLOT ISHARES TR27.1K shares3.77%2026-03-312026-04-28

GNR SPDR INDEX SHS FDS18.2K shares-0.27%2026-03-312026-04-28

SLB SLB LIMITED26.2K shares-0.77%2026-03-312026-04-28

GLD SPDR GOLD TR3.0K shares-15.31%2026-03-312026-04-28

Sponsored

XLY SELECT SECTOR SPDR TR11.9K shares-0.39%2026-03-312026-04-28

MO ALTRIA GROUP INC19.2K shares-1.91%2026-03-312026-04-28

SCHD SCHWAB STRATEGIC TR41.0K shares-1.21%2026-03-312026-04-28

DVY ISHARES TR8.3K shares14.64%2026-03-312026-04-28

PM PHILIP MORRIS INTL INC7.5K shares-2.70%2026-03-312026-04-28

EFA ISHARES TR12.6K shares15.55%2026-03-312026-04-28

CALI BLACKROCK ETF TRUST II24.0K shares26.32%2026-03-312026-04-28

AMAT APPLIED MATLS INC3.5K shares0.00%2026-03-312026-04-28

Sponsored

INTC INTEL CORP26.3K shares-3.70%2026-03-312026-04-28

VANGUARD INDEX FDS VANGUARD INDEX FDS1.9K shares-7.54%2026-03-312026-04-28

VAW VANGUARD WORLD FD4.9K shares-1.01%2026-03-312026-04-28

WFC WELLS FARGO & CO13.8K shares-6.70%2026-03-312026-04-28

XLP SELECT SECTOR SPDR TR13.3K shares0.00%2026-03-312026-04-28

UNP UNION PAC CORP4.5K shares-0.38%2026-03-312026-04-28

TRV TRAVELERS COMPANIES INC3.7K shares-1.14%2026-03-312026-04-28

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW8.0K shares-5.45%2026-03-312026-04-28

Sponsored

DELL DELL TECHNOLOGIES INC6.1K shares-1.46%2026-03-312026-04-28

XLI SELECT SECTOR SPDR TR6.0K shares-0.50%2026-03-312026-04-28

XLE SELECT SECTOR SPDR TR15.7K shares0.64%2026-03-312026-04-28

SCHW SCHWAB CHARLES CORP10.2K shares0.00%2026-03-312026-04-28

BAC BANK AMERICA CORP19.2K shares-5.07%2026-03-312026-04-28

TOWN TOWNEBANK PORTSMOUTH VA27.5K shares-10.86%2026-03-312026-04-28

V VISA INC3.0K shares-9.87%2026-03-312026-04-28

MINT PIMCO ETF TR9.1K shares0.00%2026-03-312026-04-28

Sponsored

TMO THERMO FISHER SCIENTIFIC INC1.8K shares-0.54%2026-03-312026-04-28

AIT APPLIED INDL TECHNOLOGIES IN3.4K shares0.00%2026-03-312026-04-28

DIA STATE STR SPDR DOW JONES IND1.9K shares88.39%2026-03-312026-04-28

IGSB ISHARES TR16.4K shares-9.08%2026-03-312026-04-28

IWR ISHARES TR8.3K shares-5.68%2026-03-312026-04-28

THE CIGNA GROUP THE CIGNA GROUP2.9K shares-0.68%2026-03-312026-04-28

AMGN AMGEN INC2.0K shares4.26%2026-03-312026-04-28

VOT VANGUARD INDEX FDS2.8K shares0.00%2026-03-312026-04-28

Sponsored

VTI VANGUARD INDEX FDS2.1K shares-1.86%2026-03-312026-04-28

IJJ ISHARES TR5.1K shares0.00%2026-03-312026-04-28

MDY STATE STR SPDR S&P MIDCAP 401.1K shares-0.83%2026-03-312026-04-28

MDLZ MONDELEZ INTL INC11.4K shares6.71%2026-03-312026-04-28

BIV VANGUARD BD INDEX FDS7.7K shares-6.81%2026-03-312026-04-28

META META PLATFORMS INC993 shares-11.81%2026-03-312026-04-28

PSX PHILLIPS 663.0K shares0.00%2026-03-312026-04-28

YUM YUM BRANDS INC3.5K shares-9.71%2026-03-312026-04-28

Sponsored

UPS UNITED PARCEL SVCS INC5.5K shares-1.80%2026-03-312026-04-28

AAAU GOLDMAN SACHS PHYSICAL GOLD11.5K shares0.00%2026-03-312026-04-28

MCK MCKESSON CORP610 shares-0.81%2026-03-312026-04-28

ITT INC ITT INC2.7K shares-0.73%2026-03-312026-04-28

NVS NOVARTIS AG3.3K shares-0.46%2026-03-312026-04-28

SLV ISHARES SILVER TR7.3K shares128.13%2026-03-312026-04-28

IYW ISHARES TR2.7K shares0.00%2026-03-312026-04-28

BP BP PLC10.0K shares-4.50%2026-03-312026-04-28

Sponsored

PAYX PAYCHEX INC5.0K shares-0.04%2026-03-312026-04-28

AZO AUTOZONE INC130 shares-26.14%2026-03-312026-04-28

NEU NEWMARKET CORP685 shares0.00%2026-03-312026-04-28

MA MASTERCARD INCORPORATED869 shares0.00%2026-03-312026-04-28

IWO ISHARES TR1.3K shares0.00%2026-03-312026-04-28

IWS ISHARES TR2.8K shares0.00%2026-03-312026-04-28

ADSK AUTODESK INC1.7K shares0.00%2026-03-312026-04-28

BA BOEING CO2.0K shares-15.64%2026-03-312026-04-28

Sponsored

AMD ADVANCED MICRO DEVICES INC2.0K shares-3.79%2026-03-312026-04-28

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.0K shares0.00%2026-03-312026-04-28

CMI CUMMINS INC715 shares-1.24%2026-03-312026-04-28

CLX CLOROX CO DEL3.7K shares-2.63%2026-03-312026-04-28

IR INGERSOLL RAND INC4.7K shares-0.53%2026-03-312026-04-28

XLU SELECT SECTOR SPDR TR8.2K shares0.00%2026-03-312026-04-28

SMH VANECK ETF TRUST971 shares0.00%2026-03-312026-04-28

RY ROYAL BK CDA2.3K shares0.00%2026-03-312026-04-28

Sponsored

VYM VANGUARD WHITEHALL FDS2.5K shares0.00%2026-03-312026-04-28

SDY SPDR SERIES TRUST2.5K shares-10.71%2026-03-312026-04-28

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC4.7K shares-0.91%2026-03-312026-04-28

EEM ISHARES TR6.3K shares16.55%2026-03-312026-04-28

ALB ALBEMARLE CORP2.0K shares0.00%2026-03-312026-04-28

EATON CORP PLC EATON CORP PLC980 shares0.00%2026-03-312026-04-28

NOC NORTHROP GRUMMAN CORP511 shares0.00%2026-03-312026-04-28

AEP AMERICAN ELEC PWR CO INC2.6K shares3.96%2026-03-312026-04-28

Sponsored

VOX VANGUARD WORLD FD1.9K shares16.17%2026-03-312026-04-28

TSM TAIWAN SEMICONDUCTOR MANUFAC995 shares0.00%2026-03-312026-04-28

KR KROGER CO4.3K shares-10.43%2026-03-312026-04-28

IWB ISHARES TR863 shares0.00%2026-03-312026-04-28

HON HONEYWELL INTL INC1.3K shares8.27%2026-03-312026-04-28

TSLA TESLA INC819 shares17.67%2026-03-312026-04-28

AYI ACUITY INC1.1K shares-4.44%2026-03-312026-04-28

ITOT ISHARES TR2.1K shares0.00%2026-03-312026-04-28

Sponsored

QNITY ELECTRONICS INC QNITY ELECTRONICS INC2.5K shares-19.80%2026-03-312026-04-28

IWN ISHARES TR1.5K shares-6.21%2026-03-312026-04-28

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.5K shares0.00%2026-03-312026-04-28

VO VANGUARD INDEX FDS965 shares0.00%2026-03-312026-04-28

DXJ WISDOMTREE TR1.7K shares-54.61%2026-03-312026-04-28

HSY HERSHEY CO1.3K shares0.00%2026-03-312026-04-28

LRGF ISHARES TR4.0K shares0.00%2026-03-312026-04-28

XLC SELECT SECTOR SPDR TR2.3K shares0.00%2026-03-312026-04-28

Sponsored

ADBE ADOBE INC1.0K shares-0.58%2026-03-312026-04-28

WELL WELLTOWER INC1.3K shares-0.08%2026-03-312026-04-28

SUN SUNOCO LP/SUNOCO FIN CORP3.8K sharesnew addition2026-03-312026-04-28

BWXT BWX TECHNOLOGIES INC1.2K shares-15.57%2026-03-312026-04-28

SJM SMUCKER J M CO2.5K shares0.00%2026-03-312026-04-28

MS MORGAN STANLEY1.5K shares-23.82%2026-03-312026-04-28

CTVA CORTEVA INC2.9K shares-5.70%2026-03-312026-04-28

WM WASTE MGMT INC DEL1.0K shares0.00%2026-03-312026-04-28

Sponsored

IXN ISHARES TR2.3K shares0.00%2026-03-312026-04-28

VTEB VANGUARD MUN BD FDS4.5K shares0.00%2026-03-312026-04-28

VV VANGUARD INDEX FDS758 shares-3.07%2026-03-312026-04-28

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC4.9K shares-7.20%2026-03-312026-04-28

EPD ENTERPRISE PRODS PARTNERS L5.8K shares-13.00%2026-03-312026-04-28

VONG VANGUARD SCOTTSDALE FDS2.0K sharesnew addition2026-03-312026-04-28

BLACKSTONE INC BLACKSTONE INC1.9K sharesnew addition2026-03-312026-04-28

MU MICRON TECHNOLOGY INC636 sharesnew addition2026-03-312026-04-28

Sponsored

VCIT VANGUARD SCOTTSDALE FDS2.6K shares0.00%2026-03-312026-04-28

MUB ISHARES TR2.0K shares-9.08%2026-03-312026-04-28

ASML ASML HLDG NV153 sharesnew addition2026-03-312026-04-28

WAB WABTEC803 sharesnew addition2026-03-312026-04-28

NFGC NEW FOUND GOLD CORP14.0K sharesnew addition2026-03-312026-04-28

AAPL

APPLE INC

-0.57%

Shares312.1K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

1.06%

Shares201.6K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-1.22%

Shares156.8K

Event2026-03-31

Filed2026-04-28

JPM

JPMORGAN CHASE & CO

0.47%

Shares137.0K

Event2026-03-31

Filed2026-04-28

LOW

LOWES COS INC

-0.54%

Shares168.4K

Event2026-03-31

Filed2026-04-28

JNJ

JOHNSON & JOHNSON

0.19%

Shares148.8K

Event2026-03-31

Filed2026-04-28

BERKSHIRE HATHAWAY INC DEL

-1.76%

Shares71.8K

Event2026-03-31

Filed2026-04-28

IVV

ISHARES TR

-1.00%

Shares52.4K

Event2026-03-31

Filed2026-04-28

RTX

RTX CORPORATION

0.09%

Shares170.5K

Event2026-03-31

Filed2026-04-28

ABBV

ABBVIE INC

-0.23%

Shares141.8K

Event2026-03-31

Filed2026-04-28

VEA

VANGUARD TAX-MANAGED FDS

14.79%

Shares427.9K

Event2026-03-31

Filed2026-04-28

PROCTER & GAMBLE CO

3.45%

Shares189.0K

Event2026-03-31

Filed2026-04-28

IJH

ISHARES TR

-0.09%

Shares400.0K

Event2026-03-31

Filed2026-04-28

ORCL

ORACLE CORP

-5.61%

Shares178.5K

Event2026-03-31

Filed2026-04-28

MCD

MCDONALDS CORP

-1.68%

Shares80.8K

Event2026-03-31

Filed2026-04-28

XOM

EXXON MOBIL CORP

-0.08%

Shares144.3K

Event2026-03-31

Filed2026-04-28

CSCO

CISCO SYS INC

1.82%

Shares314.5K

Event2026-03-31

Filed2026-04-28

CVX

CHEVRON CORPORATION

0.07%

Shares113.8K

Event2026-03-31

Filed2026-04-28

ADP

AUTOMATIC DATA PROCESSING IN

0.45%

Shares113.8K

Event2026-03-31

Filed2026-04-28

ITW

ILLINOIS TOOL WKS INC

-0.48%

Shares87.8K

Event2026-03-31

Filed2026-04-28

APH

AMPHENOL CORP

2.51%

Shares172.7K

Event2026-03-31

Filed2026-04-28

PARKER-HANNIFIN CORP

-1.92%

Shares23.9K

Event2026-03-31

Filed2026-04-28

ECL

ECOLAB INC

1.31%

Shares74.7K

Event2026-03-31

Filed2026-04-28

PEP

PEPSICO INC

1.91%

Shares127.5K

Event2026-03-31

Filed2026-04-28

COST

COSTCO WHOLESALE CORPORATION

3.27%

Shares19.7K

Event2026-03-31

Filed2026-04-28

CHUBB LTD SWITZ

0.76%

Shares60.1K

Event2026-03-31

Filed2026-04-28

CAT

CATERPILLAR INC

-0.97%

Shares27.4K

Event2026-03-31

Filed2026-04-28

ABT

ABBOTT LABORATORIES

1.64%

Shares182.3K

Event2026-03-31

Filed2026-04-28

IWM

ISHARES TR

-0.94%

Shares71.6K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

5.65%

Shares82.3K

Event2026-03-31

Filed2026-04-28

IBM

INTERNATIONAL BUSINESS MACHS

3.18%

Shares66.6K

Event2026-03-31

Filed2026-04-28

NSC

NORFOLK SOUTHN CORP

-0.78%

Shares50.0K

Event2026-03-31

Filed2026-04-28

DOMINION ENERGY INC

1.14%

Shares226.2K

Event2026-03-31

Filed2026-04-28

APD

AIR PRODUCTS AND CHEMICALS I

2.40%

Shares47.9K

Event2026-03-31

Filed2026-04-28

COCA COLA CO

0.58%

Shares182.3K

Event2026-03-31

Filed2026-04-28

VERIZON COMMUNICATIONS INC

3.44%

Shares262.4K

Event2026-03-31

Filed2026-04-28

USB

US BANCORP

3.27%

Shares251.0K

Event2026-03-31

Filed2026-04-28

SOUTHERN CO

3.93%

Shares133.6K

Event2026-03-31

Filed2026-04-28

MEDTRONIC PLC

1.72%

Shares130.3K

Event2026-03-31

Filed2026-04-28

QCOM

QUALCOMM INC

2.42%

Shares86.8K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

6.08%

Shares62.2K

Event2026-03-31

Filed2026-04-28

BDX

BECTON DICKINSON & CO

-2.39%

Shares66.9K

Event2026-03-31

Filed2026-04-28

NKE

NIKE INC

6.84%

Shares187.6K

Event2026-03-31

Filed2026-04-28

EMR

EMERSON ELEC CO

-0.89%

Shares71.6K

Event2026-03-31

Filed2026-04-28

MMM

3M CO

-2.46%

Shares64.0K

Event2026-03-31

Filed2026-04-28

BROADCOM INC

1.59%

Shares29.0K

Event2026-03-31

Filed2026-04-28

WMT

WALMART INC

1.92%

Shares71.6K

Event2026-03-31

Filed2026-04-28

HOME DEPOT INC

0.36%

Shares26.8K

Event2026-03-31

Filed2026-04-28

SPGI

S&P GLOBAL INC

29.48%

Shares20.7K

Event2026-03-31

Filed2026-04-28

XLK

SELECT SECTOR SPDR TR

-2.52%

Shares65.9K

Event2026-03-31

Filed2026-04-28

TGT

TARGET CORP

-8.19%

Shares71.5K

Event2026-03-31

Filed2026-04-28

PFE

PFIZER INC

9.60%

Shares290.6K

Event2026-03-31

Filed2026-04-28

SPY

STATE STR SPDR S&P 500 ETF T

1.09%

Shares12.4K

Event2026-03-31

Filed2026-04-28

TFC

TRUIST FINL CORP

-8.94%

Shares167.0K

Event2026-03-31

Filed2026-04-28

DEERE & CO

-1.58%

Shares13.5K

Event2026-03-31

Filed2026-04-28

CARR

CARRIER GLOBAL CORPORATION

-3.27%

Shares133.1K

Event2026-03-31

Filed2026-04-28

VNQ

VANGUARD INDEX FDS

0.87%

Shares80.3K

Event2026-03-31

Filed2026-04-28

COF

CAPITAL ONE FINL CORP

-1.23%

Shares38.6K

Event2026-03-31

Filed2026-04-28

NDAQ

NASDAQ INC

-0.75%

Shares81.7K

Event2026-03-31

Filed2026-04-28

LLY

ELI LILLY & CO

12.68%

Shares7.5K

Event2026-03-31

Filed2026-04-28

COLGATE PALMOLIVE CO

-0.36%

Shares73.9K

Event2026-03-31

Filed2026-04-28

BLACKROCK INC

0.42%

Shares6.5K

Event2026-03-31

Filed2026-04-28

AFL

AFLAC INC

-26.23%

Shares56.5K

Event2026-03-31

Filed2026-04-28

VONV

VANGUARD SCOTTSDALE FDS

11.06%

Shares65.4K

Event2026-03-31

Filed2026-04-28

VWO

VANGUARD INTL EQUITY INDEX F

-0.60%

Shares112.3K

Event2026-03-31

Filed2026-04-28

SPYM

SPDR SERIES TRUST

9.83%

Shares79.1K

Event2026-03-31

Filed2026-04-28

IJR

ISHARES TR

18.59%

Shares47.3K

Event2026-03-31

Filed2026-04-28

BSV

VANGUARD BD INDEX FDS

4.23%

Shares73.5K

Event2026-03-31

Filed2026-04-28

NFLX

NETFLIX INC.

1603.04%

Shares58.3K

Event2026-03-31

Filed2026-04-28

AXP

AMERICAN EXPRESS CO

5.14%

Shares17.7K

Event2026-03-31

Filed2026-04-28

COP

CONOCOPHILLIPS

1.02%

Shares39.3K

Event2026-03-31

Filed2026-04-28

XYL

XYLEM INC

3.73%

Shares42.2K

Event2026-03-31

Filed2026-04-28

NTRS

NORTHERN TR CORP

-3.72%

Shares32.0K

Event2026-03-31

Filed2026-04-28

INVESCO QQQ TR

8.73%

Shares7.2K

Event2026-03-31

Filed2026-04-28

GPC

GENUINE PARTS CO

1.48%

Shares37.7K

Event2026-03-31

Filed2026-04-28

MET

METLIFE INC

-6.45%

Shares53.0K

Event2026-03-31

Filed2026-04-28

AT&T INC

4.10%

Shares122.3K

Event2026-03-31

Filed2026-04-28

OTIS

OTIS WORLDWIDE CORP

-3.25%

Shares42.2K

Event2026-03-31

Filed2026-04-28

GE AEROSPACE

-0.50%

Shares10.3K

Event2026-03-31

Filed2026-04-28

SHEL

SHELL PLC

-1.15%

Shares31.2K

Event2026-03-31

Filed2026-04-28

DIS

DISNEY WALT CO

-41.46%

Shares30.0K

Event2026-03-31

Filed2026-04-28

IEFA

ISHARES TR

-17.19%

Shares31.5K

Event2026-03-31

Filed2026-04-28

BMY

BRISTOL-MYERS SQUIBB CO

-4.67%

Shares43.2K

Event2026-03-31

Filed2026-04-28

ISHARES GOLD TR

16.30%

Shares28.8K

Event2026-03-31

Filed2026-04-28

BANK NEW YORK MELLON CORP

-4.65%

Shares20.5K

Event2026-03-31

Filed2026-04-28

KMB

KIMBERLY-CLARK CORP

-22.39%

Shares24.7K

Event2026-03-31

Filed2026-04-28

VEU

VANGUARD INTL EQUITY INDEX F

-1.99%

Shares31.5K

Event2026-03-31

Filed2026-04-28

XLV

SELECT SECTOR SPDR TR

-0.56%

Shares15.2K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-0.64%

Shares7.7K

Event2026-03-31

Filed2026-04-28

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3

Event2026-03-31

Filed2026-04-28

UNILEVER PLC

-7.79%

Shares36.4K

Event2026-03-31

Filed2026-04-28

IWD

ISHARES TR

-24.58%

Shares9.7K

Event2026-03-31

Filed2026-04-28

IWP

ISHARES TR

-0.63%

Shares15.7K

Event2026-03-31

Filed2026-04-28

XLF

SELECT SECTOR SPDR TR

-0.22%

Shares40.1K

Event2026-03-31

Filed2026-04-28

TRANE TECHNOLOGIES PLC

-1.07%

Shares4.6K

Event2026-03-31

Filed2026-04-28

GEV

GE VERNOVA INC

-2.19%

Shares2.1K

Event2026-03-31

Filed2026-04-28

CSX

CSX CORP

-2.12%

Shares44.6K

Event2026-03-31

Filed2026-04-28

WAT

WATERS CORP

New

Shares6.1K

Event2026-03-31

Filed2026-04-28

PEG

PUBLIC SVC ENTERPRISE GROUP

-1.42%

Shares21.5K

Event2026-03-31

Filed2026-04-28

ACCENTURE PLC IRELAND

-0.03%

Shares8.8K

Event2026-03-31

Filed2026-04-28

CTAS

CINTAS CORP

-0.10%

Shares10.2K

Event2026-03-31

Filed2026-04-28

MERCK & CO INC

-1.43%

Shares13.8K

Event2026-03-31

Filed2026-04-28

IBB

ISHARES TR

4.79%

Shares9.8K

Event2026-03-31

Filed2026-04-28

UNH

UNITEDHEALTH GROUP INC

52.80%

Shares6.1K

Event2026-03-31

Filed2026-04-28

DOV

DOVER CORP

-6.10%

Shares7.5K

Event2026-03-31

Filed2026-04-28

TXN

TEXAS INSTRS INC

-8.34%

Shares7.7K

Event2026-03-31

Filed2026-04-28

IWF

ISHARES TR

-12.96%

Shares3.5K

Event2026-03-31

Filed2026-04-28

KVUE

KENVUE INC

-14.69%

Shares80.8K

Event2026-03-31

Filed2026-04-28

FLOT

ISHARES TR

3.77%

Shares27.1K

Event2026-03-31

Filed2026-04-28

GNR

SPDR INDEX SHS FDS

-0.27%

Shares18.2K

Event2026-03-31

Filed2026-04-28

SLB

SLB LIMITED

-0.77%

Shares26.2K

Event2026-03-31

Filed2026-04-28

GLD

SPDR GOLD TR

-15.31%

Shares3.0K

Event2026-03-31

Filed2026-04-28

XLY

SELECT SECTOR SPDR TR

-0.39%

Shares11.9K

Event2026-03-31

Filed2026-04-28

ALTRIA GROUP INC

-1.91%

Shares19.2K

Event2026-03-31

Filed2026-04-28

SCHD

SCHWAB STRATEGIC TR

-1.21%

Shares41.0K

Event2026-03-31

Filed2026-04-28

DVY

ISHARES TR

14.64%

Shares8.3K

Event2026-03-31

Filed2026-04-28

PHILIP MORRIS INTL INC

-2.70%

Shares7.5K

Event2026-03-31

Filed2026-04-28

EFA

ISHARES TR

15.55%

Shares12.6K

Event2026-03-31

Filed2026-04-28

CALI

BLACKROCK ETF TRUST II

26.32%

Shares24.0K

Event2026-03-31

Filed2026-04-28

AMAT

APPLIED MATLS INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-28

INTC

INTEL CORP

-3.70%

Shares26.3K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

-7.54%

Shares1.9K

Event2026-03-31

Filed2026-04-28

VAW

VANGUARD WORLD FD

-1.01%

Shares4.9K

Event2026-03-31

Filed2026-04-28

WFC

WELLS FARGO & CO

-6.70%

Shares13.8K

Event2026-03-31

Filed2026-04-28

XLP

SELECT SECTOR SPDR TR

0.00%

Shares13.3K

Event2026-03-31

Filed2026-04-28

UNP

UNION PAC CORP

-0.38%

Shares4.5K

Event2026-03-31

Filed2026-04-28

TRV

TRAVELERS COMPANIES INC

-1.14%

Shares3.7K

Event2026-03-31

Filed2026-04-28

DUKE ENERGY CORP NEW

-5.45%

Shares8.0K

Event2026-03-31

Filed2026-04-28

DELL

DELL TECHNOLOGIES INC

-1.46%

Shares6.1K

Event2026-03-31

Filed2026-04-28

XLI

SELECT SECTOR SPDR TR

-0.50%

Shares6.0K

Event2026-03-31

Filed2026-04-28

XLE

SELECT SECTOR SPDR TR

0.64%

Shares15.7K

Event2026-03-31

Filed2026-04-28

SCHW

SCHWAB CHARLES CORP

0.00%

Shares10.2K

Event2026-03-31

Filed2026-04-28

BAC

BANK AMERICA CORP

-5.07%

Shares19.2K

Event2026-03-31

Filed2026-04-28

TOWN

TOWNEBANK PORTSMOUTH VA

-10.86%

Shares27.5K

Event2026-03-31

Filed2026-04-28

VISA INC

-9.87%

Shares3.0K

Event2026-03-31

Filed2026-04-28

MINT

PIMCO ETF TR

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-28

TMO

THERMO FISHER SCIENTIFIC INC

-0.54%

Shares1.8K

Event2026-03-31

Filed2026-04-28

AIT

APPLIED INDL TECHNOLOGIES IN

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-28

DIA

STATE STR SPDR DOW JONES IND

88.39%

Shares1.9K

Event2026-03-31

Filed2026-04-28

IGSB

ISHARES TR

-9.08%

Shares16.4K

Event2026-03-31

Filed2026-04-28

IWR

ISHARES TR

-5.68%

Shares8.3K

Event2026-03-31

Filed2026-04-28

THE CIGNA GROUP

-0.68%

Shares2.9K

Event2026-03-31

Filed2026-04-28

AMGN

AMGEN INC

4.26%

Shares2.0K

Event2026-03-31

Filed2026-04-28

VOT

VANGUARD INDEX FDS

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-28

VTI

VANGUARD INDEX FDS

-1.86%

Shares2.1K

Event2026-03-31

Filed2026-04-28

IJJ

ISHARES TR

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-28

MDY

STATE STR SPDR S&P MIDCAP 40

-0.83%

Shares1.1K

Event2026-03-31

Filed2026-04-28

MDLZ

MONDELEZ INTL INC

6.71%

Shares11.4K

Event2026-03-31

Filed2026-04-28

BIV

VANGUARD BD INDEX FDS

-6.81%

Shares7.7K

Event2026-03-31

Filed2026-04-28