Filed: 1/28/2026ACC: 0001164478-26-000001
📋 What this filing means
KANAWHA CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 221 equity positions with a total reported market value of $1.45B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
221
Positions
$1.45B
Total AUM (reported)
9.54M
Total Shares
Allocation by class
COM$1.07B73.6%
CAP STK CL A$49.68M3.4%
CL B NEW$36.73M2.5%
CORE S&P500 ETF$36.24M2.5%
CL A$27.05M1.9%
CORE S&P MCP ETF$26.42M1.8%
VAN FTSE DEV MKT$23.28M1.6%
Portfolio Concentration
Top 3$231.47M15.9%
4–10$258.32M17.8%
11–25$348.11M24.0%
Rest$613.58M42.3%
Top 3 weight
15.9%
Top 10 weight
33.7%
Voting Authority Distribution
Total shares with voting rights: 9.54M
Sole
Full voting authority
9.53M
shares
% of voting shares99.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
12.46K
shares
% of voting shares0.1%
Investment Discretion (by position count)
Sole221
Shared0
Other0
Dominant voting typeSole · 99.9% of voting shares
Institutional Holdings221
Rows:
MICROSOFT CORP
SOLEShares199.47K
TypeSH
Market value$96.47M
6.65%
Sole
199.37K
Shared
0.00
None
100.00
APPLE INC
SOLEShares313.84K
TypeSH
Market value$85.32M
5.88%
Sole
313.27K
Shared
0.00
None
574.00
ALPHABET INC
SOLEShares158.73K
TypeSH
Market value$49.68M
3.42%
Sole
158.47K
Shared
0.00
None
262.00
JPMORGAN CHASE & CO.
SOLEShares136.35K
TypeSH
Market value$43.93M
3.03%
Sole
136.26K
Shared
0.00
None
82.00
LOWES COS INC
SOLEShares169.36K
TypeSH
Market value$40.84M
2.81%
Sole
169.17K
Shared
0.00
None
190.00
ORACLE CORP
SOLEShares189.14K
TypeSH
Market value$36.87M
2.54%
Sole
188.94K
Shared
0.00
None
200.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares73.08K
TypeSH
Market value$36.73M
2.53%
Sole
73.01K
Shared
0.00
None
63.00
ISHARES TR
SOLEShares52.91K
TypeSH
Market value$36.24M
2.50%
Sole
52.91K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares142.08K
TypeSH
Market value$32.46M
2.24%
Sole
142.01K
Shared
0.00
None
70.00
RTX CORPORATION
SOLEShares170.37K
TypeSH
Market value$31.25M
2.15%
Sole
170.03K
Shared
0.00
None
340.00
JOHNSON & JOHNSON
SOLEShares148.47K
TypeSH
Market value$30.73M
2.12%
Sole
148.35K
Shared
0.00
None
125.00
AUTOMATIC DATA PROCESSING IN
SOLEShares113.26K
TypeSH
Market value$29.13M
2.01%
Sole
113K
Shared
0.00
None
263.00
ISHARES TR
SOLEShares400.33K
TypeSH
Market value$26.42M
1.82%
Sole
400.33K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares182.67K
TypeSH
Market value$26.18M
1.80%
Sole
182.26K
Shared
0.00
None
413.00
MCDONALDS CORP
SOLEShares82.17K
TypeSH
Market value$25.11M
1.73%
Sole
82.13K
Shared
0.00
None
39.00
CISCO SYS INC
SOLEShares308.91K
TypeSH
Market value$23.80M
1.64%
Sole
307.98K
Shared
0.00
None
927.00
VANGUARD TAX-MANAGED FDS
SOLEShares372.73K
TypeSH
Market value$23.28M
1.60%
Sole
372.73K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares168.49K
TypeSH
Market value$22.77M
1.57%
Sole
168.36K
Shared
0.00
None
126.00
ABBOTT LABS
SOLEShares179.35K
TypeSH
Market value$22.47M
1.55%
Sole
179.25K
Shared
0.00
None
97.00
ILLINOIS TOOL WKS INC
SOLEShares88.20K
TypeSH
Market value$21.72M
1.50%
Sole
88.03K
Shared
0.00
None
171.00
PARKER-HANNIFIN CORP
SOLEShares24.36K
TypeSH
Market value$21.41M
1.48%
Sole
24.27K
Shared
0.00
None
94.00
ECOLAB INC
SOLEShares73.69K
TypeSH
Market value$19.35M
1.33%
Sole
73.63K
Shared
0.00
None
64.00
INTERNATIONAL BUSINESS MACHS
SOLEShares64.58K
TypeSH
Market value$19.13M
1.32%
Sole
64.42K
Shared
0.00
None
155.00
CHUBB LIMITED
SOLEShares59.66K
TypeSH
Market value$18.62M
1.28%
Sole
59.66K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares77.91K
TypeSH
Market value$17.98M
1.24%
Sole
77.56K
Shared
0.00
None
344.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 199.47K | SH | $96.47M 6.65% | 199.37K | 0.00 | 100.00 |
APPLE INCSOLE | COM | 313.84K | SH | $85.32M 5.88% | 313.27K | 0.00 | 574.00 |
ALPHABET INCSOLE | CAP STK CL A | 158.73K | SH | $49.68M 3.42% | 158.47K | 0.00 | 262.00 |
JPMORGAN CHASE & CO.SOLE | COM | 136.35K | SH | $43.93M 3.03% | 136.26K | 0.00 | 82.00 |
LOWES COS INCSOLE | COM | 169.36K | SH | $40.84M 2.81% | 169.17K | 0.00 | 190.00 |
ORACLE CORPSOLE | COM | 189.14K | SH | $36.87M 2.54% | 188.94K | 0.00 | 200.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 73.08K | SH | $36.73M 2.53% | 73.01K | 0.00 | 63.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 52.91K | SH | $36.24M 2.50% | 52.91K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 142.08K | SH | $32.46M 2.24% | 142.01K | 0.00 | 70.00 |
RTX CORPORATIONSOLE | COM | 170.37K | SH | $31.25M 2.15% | 170.03K | 0.00 | 340.00 |
JOHNSON & JOHNSONSOLE | COM | 148.47K | SH | $30.73M 2.12% | 148.35K | 0.00 | 125.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 113.26K | SH | $29.13M 2.01% | 113K | 0.00 | 263.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 400.33K | SH | $26.42M 1.82% | 400.33K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 182.67K | SH | $26.18M 1.80% | 182.26K | 0.00 | 413.00 |
MCDONALDS CORPSOLE | COM | 82.17K | SH | $25.11M 1.73% | 82.13K | 0.00 | 39.00 |
CISCO SYS INCSOLE | COM | 308.91K | SH | $23.80M 1.64% | 307.98K | 0.00 | 927.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 372.73K | SH | $23.28M 1.60% | 372.73K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 168.49K | SH | $22.77M 1.57% | 168.36K | 0.00 | 126.00 |
ABBOTT LABSSOLE | COM | 179.35K | SH | $22.47M 1.55% | 179.25K | 0.00 | 97.00 |
ILLINOIS TOOL WKS INCSOLE | COM | 88.20K | SH | $21.72M 1.50% | 88.03K | 0.00 | 171.00 |
PARKER-HANNIFIN CORPSOLE | COM | 24.36K | SH | $21.41M 1.48% | 24.27K | 0.00 | 94.00 |
ECOLAB INCSOLE | COM | 73.69K | SH | $19.35M 1.33% | 73.63K | 0.00 | 64.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 64.58K | SH | $19.13M 1.32% | 64.42K | 0.00 | 155.00 |
CHUBB LIMITEDSOLE | COM | 59.66K | SH | $18.62M 1.28% | 59.66K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 77.91K | SH | $17.98M 1.24% | 77.56K | 0.00 | 344.00 |
Page 1 of 9
…