Filed: 1/30/2025ACC: 0001164478-25-000001
📋 What this filing means
KANAWHA CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 210 equity positions with a total reported market value of $1.27B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
210
Positions
$1.27B
Total AUM (reported)
9.45M
Total Shares
Allocation by class
COM$1.09B85.6%
ETF$183.34M14.4%
Portfolio Concentration
Top 3$212.42M16.7%
4–10$225.87M17.7%
11–25$298.96M23.4%
Rest$537.75M42.2%
Top 3 weight
16.7%
Top 10 weight
34.4%
Voting Authority Distribution
Total shares with voting rights: 9.45M
Sole
Full voting authority
9.35M
shares
% of voting shares99.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
92.77K
shares
% of voting shares1.0%
Investment Discretion (by position count)
Sole210
Shared0
Other0
Dominant voting typeSole · 99.0% of voting shares
Institutional Holdings210
Rows:
MICROSOFT CORP
SOLEShares209.01K
TypeSH
Market value$88.10M
6.91%
Sole
206.41K
Shared
0.00
None
2.60K
APPLE INC
SOLEShares326.53K
TypeSH
Market value$81.77M
6.41%
Sole
324.35K
Shared
0.00
None
2.19K
LOWES INC
SOLEShares172.41K
TypeSH
Market value$42.55M
3.34%
Sole
168.22K
Shared
0.00
None
4.18K
AUTO DATA PROC
SOLEShares116.55K
TypeSH
Market value$34.12M
2.68%
Sole
112.03K
Shared
0.00
None
4.53K
BERKSHIRE HATHAWAY B
SOLEShares74.63K
TypeSH
Market value$33.83M
2.65%
Sole
73.45K
Shared
0.00
None
1.18K
ORACLE CORP
SOLEShares201.18K
TypeSH
Market value$33.52M
2.63%
Sole
198.08K
Shared
0.00
None
3.10K
JP MORGAN CHASE
SOLEShares137.36K
TypeSH
Market value$32.93M
2.58%
Sole
135.81K
Shared
0.00
None
1.55K
ISHARES S&P 500
SOLEShares55.04K
TypeSH
Market value$32.40M
2.54%
Sole
54.73K
Shared
0.00
None
306.00
PROCTER & GAMBLE CO
SOLEShares178.29K
TypeSH
Market value$29.89M
2.34%
Sole
176.56K
Shared
0.00
None
1.74K
ALPHABET CLASS A
SOLEShares154.16K
TypeSH
Market value$29.18M
2.29%
Sole
153.16K
Shared
0.00
None
990.00
ABBVIE INC
SOLEShares144.10K
TypeSH
Market value$25.61M
2.01%
Sole
141.44K
Shared
0.00
None
2.67K
MC DONALDS CORP
SOLEShares88.05K
TypeSH
Market value$25.52M
2.00%
Sole
86.42K
Shared
0.00
None
1.63K
ISHARES CORE S&P MIDCAP
SOLEShares400.33K
TypeSH
Market value$24.94M
1.96%
Sole
400.12K
Shared
0.00
None
210.00
ILLINOIS TOOL WKS
SOLEShares90.77K
TypeSH
Market value$23.02M
1.81%
Sole
89.79K
Shared
0.00
None
985.00
JOHNSON&JOHNSON
SOLEShares145.86K
TypeSH
Market value$21.09M
1.65%
Sole
141.24K
Shared
0.00
None
4.62K
ABBOTT LABS
SOLEShares177.64K
TypeSH
Market value$20.09M
1.58%
Sole
173.63K
Shared
0.00
None
4.01K
RTX CORP
SOLEShares170.44K
TypeSH
Market value$19.72M
1.55%
Sole
168.84K
Shared
0.00
None
1.60K
PEPSICO INC
SOLEShares127.21K
TypeSH
Market value$19.34M
1.52%
Sole
125.77K
Shared
0.00
None
1.44K
BECTON DICKINSON
SOLEShares82.96K
TypeSH
Market value$18.82M
1.48%
Sole
81.87K
Shared
0.00
None
1.09K
CISCO SYSTEMS INC
SOLEShares307.39K
TypeSH
Market value$18.20M
1.43%
Sole
302.97K
Shared
0.00
None
4.42K
ECOLAB INC
SOLEShares72.64K
TypeSH
Market value$17.02M
1.34%
Sole
71.93K
Shared
0.00
None
710.00
VANGUARD FTSE DEV MARKETS
SOLEShares350.92K
TypeSH
Market value$16.78M
1.32%
Sole
350.83K
Shared
0.00
None
85.00
PARKER-HANNIFIN
SOLEShares25.63K
TypeSH
Market value$16.30M
1.28%
Sole
25.56K
Shared
0.00
None
70.00
ISHARES RUSSELL 2000
SOLEShares73.71K
TypeSH
Market value$16.29M
1.28%
Sole
73.66K
Shared
0.00
None
45.00
CHUBB LTD
SOLEShares58.63K
TypeSH
Market value$16.20M
1.27%
Sole
57.26K
Shared
0.00
None
1.37K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 209.01K | SH | $88.10M 6.91% | 206.41K | 0.00 | 2.60K |
APPLE INCSOLE | COM | 326.53K | SH | $81.77M 6.41% | 324.35K | 0.00 | 2.19K |
LOWES INCSOLE | COM | 172.41K | SH | $42.55M 3.34% | 168.22K | 0.00 | 4.18K |
AUTO DATA PROCSOLE | COM | 116.55K | SH | $34.12M 2.68% | 112.03K | 0.00 | 4.53K |
BERKSHIRE HATHAWAY BSOLE | COM | 74.63K | SH | $33.83M 2.65% | 73.45K | 0.00 | 1.18K |
ORACLE CORPSOLE | COM | 201.18K | SH | $33.52M 2.63% | 198.08K | 0.00 | 3.10K |
JP MORGAN CHASESOLE | COM | 137.36K | SH | $32.93M 2.58% | 135.81K | 0.00 | 1.55K |
ISHARES S&P 500SOLE | ETF | 55.04K | SH | $32.40M 2.54% | 54.73K | 0.00 | 306.00 |
PROCTER & GAMBLE COSOLE | COM | 178.29K | SH | $29.89M 2.34% | 176.56K | 0.00 | 1.74K |
ALPHABET CLASS ASOLE | COM | 154.16K | SH | $29.18M 2.29% | 153.16K | 0.00 | 990.00 |
ABBVIE INCSOLE | COM | 144.10K | SH | $25.61M 2.01% | 141.44K | 0.00 | 2.67K |
MC DONALDS CORPSOLE | COM | 88.05K | SH | $25.52M 2.00% | 86.42K | 0.00 | 1.63K |
ISHARES CORE S&P MIDCAPSOLE | ETF | 400.33K | SH | $24.94M 1.96% | 400.12K | 0.00 | 210.00 |
ILLINOIS TOOL WKSSOLE | COM | 90.77K | SH | $23.02M 1.81% | 89.79K | 0.00 | 985.00 |
JOHNSON&JOHNSONSOLE | COM | 145.86K | SH | $21.09M 1.65% | 141.24K | 0.00 | 4.62K |
ABBOTT LABSSOLE | COM | 177.64K | SH | $20.09M 1.58% | 173.63K | 0.00 | 4.01K |
RTX CORPSOLE | COM | 170.44K | SH | $19.72M 1.55% | 168.84K | 0.00 | 1.60K |
PEPSICO INCSOLE | COM | 127.21K | SH | $19.34M 1.52% | 125.77K | 0.00 | 1.44K |
BECTON DICKINSONSOLE | COM | 82.96K | SH | $18.82M 1.48% | 81.87K | 0.00 | 1.09K |
CISCO SYSTEMS INCSOLE | COM | 307.39K | SH | $18.20M 1.43% | 302.97K | 0.00 | 4.42K |
ECOLAB INCSOLE | COM | 72.64K | SH | $17.02M 1.34% | 71.93K | 0.00 | 710.00 |
VANGUARD FTSE DEV MARKETSSOLE | ETF | 350.92K | SH | $16.78M 1.32% | 350.83K | 0.00 | 85.00 |
PARKER-HANNIFINSOLE | COM | 25.63K | SH | $16.30M 1.28% | 25.56K | 0.00 | 70.00 |
ISHARES RUSSELL 2000SOLE | ETF | 73.71K | SH | $16.29M 1.28% | 73.66K | 0.00 | 45.00 |
CHUBB LTDSOLE | COM | 58.63K | SH | $16.20M 1.27% | 57.26K | 0.00 | 1.37K |
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