Filed: 4/28/2025ACC: 0001164478-25-000002
📋 What this filing means
KANAWHA CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 212 equity positions with a total reported market value of $1.29B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
212
Positions
$1.29B
Total AUM (reported)
9.58M
Total Shares
Allocation by class
COM$976.09M75.8%
CL B NEW$39.84M3.1%
CORE S&P500 ETF$30.50M2.4%
CAP STK CL A$24.31M1.9%
CORE S&P MCP ETF$23.23M1.8%
VAN FTSE DEV MKT$17.48M1.4%
CL A$15.28M1.2%
Portfolio Concentration
Top 3$190.86M14.8%
4–10$229.76M17.8%
11–25$316.71M24.6%
Rest$550.09M42.7%
Top 3 weight
14.8%
Top 10 weight
32.7%
Voting Authority Distribution
Total shares with voting rights: 9.58M
Sole
Full voting authority
9.49M
shares
% of voting shares99.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
89.88K
shares
% of voting shares0.9%
Investment Discretion (by position count)
Sole212
Shared0
Other0
Dominant voting typeSole · 99.1% of voting shares
Institutional Holdings212
Rows:
MICROSOFT CORP
SOLEShares208.98K
TypeSH
Market value$78.45M
6.09%
Sole
206.38K
Shared
0.00
None
2.60K
APPLE INC
SOLEShares324.37K
TypeSH
Market value$72.05M
5.60%
Sole
322.19K
Shared
0.00
None
2.19K
LOWES COS INC
SOLEShares173.03K
TypeSH
Market value$40.36M
3.13%
Sole
168.85K
Shared
0.00
None
4.18K
BERKSHIRE HATHAWAY INC DEL
SOLEShares74.80K
TypeSH
Market value$39.84M
3.09%
Sole
73.62K
Shared
0.00
None
1.18K
AUTOMATIC DATA PROCESSING IN
SOLEShares116.08K
TypeSH
Market value$35.47M
2.75%
Sole
111.57K
Shared
0.00
None
4.51K
JPMORGAN CHASE & CO.
SOLEShares138.41K
TypeSH
Market value$33.95M
2.64%
Sole
136.86K
Shared
0.00
None
1.55K
PROCTER AND GAMBLE CO
SOLEShares185.10K
TypeSH
Market value$31.55M
2.45%
Sole
183.37K
Shared
0.00
None
1.74K
ISHARES TR
SOLEShares54.29K
TypeSH
Market value$30.50M
2.37%
Sole
54.29K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares144K
TypeSH
Market value$30.17M
2.34%
Sole
141.34K
Shared
0.00
None
2.67K
ORACLE CORP
SOLEShares202.32K
TypeSH
Market value$28.29M
2.20%
Sole
199.22K
Shared
0.00
None
3.10K
MCDONALDS CORP
SOLEShares89K
TypeSH
Market value$27.80M
2.16%
Sole
87.37K
Shared
0.00
None
1.63K
JOHNSON & JOHNSON
SOLEShares149.94K
TypeSH
Market value$24.87M
1.93%
Sole
145.32K
Shared
0.00
None
4.62K
ALPHABET INC
SOLEShares157.20K
TypeSH
Market value$24.31M
1.89%
Sole
156.21K
Shared
0.00
None
990.00
ABBOTT LABS
SOLEShares177.76K
TypeSH
Market value$23.58M
1.83%
Sole
173.75K
Shared
0.00
None
4.01K
ISHARES TR
SOLEShares398.10K
TypeSH
Market value$23.23M
1.80%
Sole
398.10K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares172.40K
TypeSH
Market value$22.84M
1.77%
Sole
170.80K
Shared
0.00
None
1.60K
ILLINOIS TOOL WKS INC
SOLEShares91.11K
TypeSH
Market value$22.60M
1.76%
Sole
90.13K
Shared
0.00
None
985.00
BECTON DICKINSON & CO
SOLEShares83.76K
TypeSH
Market value$19.19M
1.49%
Sole
82.67K
Shared
0.00
None
1.09K
PEPSICO INC
SOLEShares127.12K
TypeSH
Market value$19.06M
1.48%
Sole
125.69K
Shared
0.00
None
1.44K
CISCO SYS INC
SOLEShares308.25K
TypeSH
Market value$19.02M
1.48%
Sole
303.83K
Shared
0.00
None
4.42K
CHEVRON CORP NEW
SOLEShares111.36K
TypeSH
Market value$18.63M
1.45%
Sole
110.21K
Shared
0.00
None
1.15K
ECOLAB INC
SOLEShares73.40K
TypeSH
Market value$18.61M
1.45%
Sole
72.69K
Shared
0.00
None
710.00
CHUBB LIMITED
SOLEShares59.81K
TypeSH
Market value$18.06M
1.40%
Sole
58.44K
Shared
0.00
None
1.37K
VANGUARD TAX-MANAGED FDS
SOLEShares343.82K
TypeSH
Market value$17.48M
1.36%
Sole
343.82K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares146.68K
TypeSH
Market value$17.44M
1.35%
Sole
145.43K
Shared
0.00
None
1.25K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 208.98K | SH | $78.45M 6.09% | 206.38K | 0.00 | 2.60K |
APPLE INCSOLE | COM | 324.37K | SH | $72.05M 5.60% | 322.19K | 0.00 | 2.19K |
LOWES COS INCSOLE | COM | 173.03K | SH | $40.36M 3.13% | 168.85K | 0.00 | 4.18K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 74.80K | SH | $39.84M 3.09% | 73.62K | 0.00 | 1.18K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 116.08K | SH | $35.47M 2.75% | 111.57K | 0.00 | 4.51K |
JPMORGAN CHASE & CO.SOLE | COM | 138.41K | SH | $33.95M 2.64% | 136.86K | 0.00 | 1.55K |
PROCTER AND GAMBLE COSOLE | COM | 185.10K | SH | $31.55M 2.45% | 183.37K | 0.00 | 1.74K |
ISHARES TRSOLE | CORE S&P500 ETF | 54.29K | SH | $30.50M 2.37% | 54.29K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 144K | SH | $30.17M 2.34% | 141.34K | 0.00 | 2.67K |
ORACLE CORPSOLE | COM | 202.32K | SH | $28.29M 2.20% | 199.22K | 0.00 | 3.10K |
MCDONALDS CORPSOLE | COM | 89K | SH | $27.80M 2.16% | 87.37K | 0.00 | 1.63K |
JOHNSON & JOHNSONSOLE | COM | 149.94K | SH | $24.87M 1.93% | 145.32K | 0.00 | 4.62K |
ALPHABET INCSOLE | CAP STK CL A | 157.20K | SH | $24.31M 1.89% | 156.21K | 0.00 | 990.00 |
ABBOTT LABSSOLE | COM | 177.76K | SH | $23.58M 1.83% | 173.75K | 0.00 | 4.01K |
ISHARES TRSOLE | CORE S&P MCP ETF | 398.10K | SH | $23.23M 1.80% | 398.10K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 172.40K | SH | $22.84M 1.77% | 170.80K | 0.00 | 1.60K |
ILLINOIS TOOL WKS INCSOLE | COM | 91.11K | SH | $22.60M 1.76% | 90.13K | 0.00 | 985.00 |
BECTON DICKINSON & COSOLE | COM | 83.76K | SH | $19.19M 1.49% | 82.67K | 0.00 | 1.09K |
PEPSICO INCSOLE | COM | 127.12K | SH | $19.06M 1.48% | 125.69K | 0.00 | 1.44K |
CISCO SYS INCSOLE | COM | 308.25K | SH | $19.02M 1.48% | 303.83K | 0.00 | 4.42K |
CHEVRON CORP NEWSOLE | COM | 111.36K | SH | $18.63M 1.45% | 110.21K | 0.00 | 1.15K |
ECOLAB INCSOLE | COM | 73.40K | SH | $18.61M 1.45% | 72.69K | 0.00 | 710.00 |
CHUBB LIMITEDSOLE | COM | 59.81K | SH | $18.06M 1.40% | 58.44K | 0.00 | 1.37K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 343.82K | SH | $17.48M 1.36% | 343.82K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 146.68K | SH | $17.44M 1.35% | 145.43K | 0.00 | 1.25K |
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