Filed: 7/29/2025ACC: 0001164478-25-000006
📋 What this filing means
KANAWHA CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 213 equity positions with a total reported market value of $1.35B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
213
Positions
$1.35B
Total AUM (reported)
9.45M
Total Shares
Allocation by class
COM$1.01B75.3%
CL B NEW$36.18M2.7%
CORE S&P500 ETF$33.13M2.5%
CAP STK CL A$27.99M2.1%
CORE S&P MCP ETF$24.73M1.8%
CL A$21.08M1.6%
VAN FTSE DEV MKT$20.98M1.6%
Portfolio Concentration
Top 3$212.65M15.8%
4–10$240.24M17.8%
11–25$320.21M23.7%
Rest$575.66M42.7%
Top 3 weight
15.8%
Top 10 weight
33.6%
Voting Authority Distribution
Total shares with voting rights: 9.45M
Sole
Full voting authority
9.36M
shares
% of voting shares99.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
89.15K
shares
% of voting shares0.9%
Investment Discretion (by position count)
Sole213
Shared0
Other0
Dominant voting typeSole · 99.1% of voting shares
Institutional Holdings213
Rows:
MICROSOFT CORP
SOLEShares206.81K
TypeSH
Market value$102.87M
7.63%
Sole
204.23K
Shared
0.00
None
2.58K
APPLE INC
SOLEShares320.40K
TypeSH
Market value$65.74M
4.87%
Sole
318.22K
Shared
0.00
None
2.19K
ORACLE CORP
SOLEShares201.47K
TypeSH
Market value$44.05M
3.27%
Sole
198.37K
Shared
0.00
None
3.10K
JPMORGAN CHASE & CO.
SOLEShares137.54K
TypeSH
Market value$39.87M
2.96%
Sole
135.99K
Shared
0.00
None
1.55K
LOWES COS INC
SOLEShares171.67K
TypeSH
Market value$38.09M
2.82%
Sole
167.49K
Shared
0.00
None
4.18K
BERKSHIRE HATHAWAY INC DEL
SOLEShares74.49K
TypeSH
Market value$36.18M
2.68%
Sole
73.31K
Shared
0.00
None
1.18K
AUTOMATIC DATA PROCESSING IN
SOLEShares114.90K
TypeSH
Market value$35.43M
2.63%
Sole
110.38K
Shared
0.00
None
4.51K
ISHARES TR
SOLEShares53.36K
TypeSH
Market value$33.13M
2.46%
Sole
53.36K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares185.35K
TypeSH
Market value$29.53M
2.19%
Sole
183.62K
Shared
0.00
None
1.74K
ALPHABET INC
SOLEShares158.85K
TypeSH
Market value$27.99M
2.08%
Sole
157.84K
Shared
0.00
None
1.01K
ABBVIE INC
SOLEShares144.47K
TypeSH
Market value$26.82M
1.99%
Sole
141.81K
Shared
0.00
None
2.67K
RTX CORPORATION
SOLEShares173.47K
TypeSH
Market value$25.33M
1.88%
Sole
171.88K
Shared
0.00
None
1.60K
ISHARES TR
SOLEShares398.79K
TypeSH
Market value$24.73M
1.83%
Sole
398.79K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares82.72K
TypeSH
Market value$24.17M
1.79%
Sole
81.09K
Shared
0.00
None
1.63K
ABBOTT LABS
SOLEShares177.36K
TypeSH
Market value$24.12M
1.79%
Sole
173.35K
Shared
0.00
None
4.01K
JOHNSON & JOHNSON
SOLEShares150.09K
TypeSH
Market value$22.93M
1.70%
Sole
145.47K
Shared
0.00
None
4.62K
ILLINOIS TOOL WKS INC
SOLEShares88.65K
TypeSH
Market value$21.92M
1.63%
Sole
87.67K
Shared
0.00
None
985.00
CISCO SYS INC
SOLEShares308.81K
TypeSH
Market value$21.42M
1.59%
Sole
304.38K
Shared
0.00
None
4.42K
VANGUARD TAX-MANAGED FDS
SOLEShares367.94K
TypeSH
Market value$20.98M
1.56%
Sole
367.94K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares73.27K
TypeSH
Market value$19.74M
1.46%
Sole
72.56K
Shared
0.00
None
710.00
INTERNATIONAL BUSINESS MACHS
SOLEShares64.80K
TypeSH
Market value$19.10M
1.42%
Sole
63.77K
Shared
0.00
None
1.02K
PARKER-HANNIFIN CORP
SOLEShares25.16K
TypeSH
Market value$17.57M
1.30%
Sole
25.09K
Shared
0.00
None
70.00
CHUBB LIMITED
SOLEShares59.85K
TypeSH
Market value$17.34M
1.29%
Sole
58.48K
Shared
0.00
None
1.37K
COSTCO WHSL CORP NEW
SOLEShares17.38K
TypeSH
Market value$17.21M
1.28%
Sole
17.37K
Shared
0.00
None
10.00
AMPHENOL CORP NEW
SOLEShares170.44K
TypeSH
Market value$16.83M
1.25%
Sole
168.32K
Shared
0.00
None
2.12K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 206.81K | SH | $102.87M 7.63% | 204.23K | 0.00 | 2.58K |
APPLE INCSOLE | COM | 320.40K | SH | $65.74M 4.87% | 318.22K | 0.00 | 2.19K |
ORACLE CORPSOLE | COM | 201.47K | SH | $44.05M 3.27% | 198.37K | 0.00 | 3.10K |
JPMORGAN CHASE & CO.SOLE | COM | 137.54K | SH | $39.87M 2.96% | 135.99K | 0.00 | 1.55K |
LOWES COS INCSOLE | COM | 171.67K | SH | $38.09M 2.82% | 167.49K | 0.00 | 4.18K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 74.49K | SH | $36.18M 2.68% | 73.31K | 0.00 | 1.18K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 114.90K | SH | $35.43M 2.63% | 110.38K | 0.00 | 4.51K |
ISHARES TRSOLE | CORE S&P500 ETF | 53.36K | SH | $33.13M 2.46% | 53.36K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 185.35K | SH | $29.53M 2.19% | 183.62K | 0.00 | 1.74K |
ALPHABET INCSOLE | CAP STK CL A | 158.85K | SH | $27.99M 2.08% | 157.84K | 0.00 | 1.01K |
ABBVIE INCSOLE | COM | 144.47K | SH | $26.82M 1.99% | 141.81K | 0.00 | 2.67K |
RTX CORPORATIONSOLE | COM | 173.47K | SH | $25.33M 1.88% | 171.88K | 0.00 | 1.60K |
ISHARES TRSOLE | CORE S&P MCP ETF | 398.79K | SH | $24.73M 1.83% | 398.79K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 82.72K | SH | $24.17M 1.79% | 81.09K | 0.00 | 1.63K |
ABBOTT LABSSOLE | COM | 177.36K | SH | $24.12M 1.79% | 173.35K | 0.00 | 4.01K |
JOHNSON & JOHNSONSOLE | COM | 150.09K | SH | $22.93M 1.70% | 145.47K | 0.00 | 4.62K |
ILLINOIS TOOL WKS INCSOLE | COM | 88.65K | SH | $21.92M 1.63% | 87.67K | 0.00 | 985.00 |
CISCO SYS INCSOLE | COM | 308.81K | SH | $21.42M 1.59% | 304.38K | 0.00 | 4.42K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 367.94K | SH | $20.98M 1.56% | 367.94K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 73.27K | SH | $19.74M 1.46% | 72.56K | 0.00 | 710.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 64.80K | SH | $19.10M 1.42% | 63.77K | 0.00 | 1.02K |
PARKER-HANNIFIN CORPSOLE | COM | 25.16K | SH | $17.57M 1.30% | 25.09K | 0.00 | 70.00 |
CHUBB LIMITEDSOLE | COM | 59.85K | SH | $17.34M 1.29% | 58.48K | 0.00 | 1.37K |
COSTCO WHSL CORP NEWSOLE | COM | 17.38K | SH | $17.21M 1.28% | 17.37K | 0.00 | 10.00 |
AMPHENOL CORP NEWSOLE | CL A | 170.44K | SH | $16.83M 1.25% | 168.32K | 0.00 | 2.12K |
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