Filed: 4/28/2026ACC: 0001164478-26-000002
๐ What this filing means
KANAWHA CAPITAL MANAGEMENT LLC filed this quarterly 13FโHR report disclosing 221 equity positions with a total reported market value of $1.42B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
221
Positions
$1.42B
Total AUM (reported)
9.66M
Total Shares
Allocation by class
COM$1.04B73.5%
CAP STK CL A$45.09M3.2%
CL B NEW$34.40M2.4%
CORE S&P500 ETF$34.22M2.4%
VAN FTSE DEV MKT$27.42M1.9%
CORE S&P MCP ETF$27.01M1.9%
CL A$25.64M1.8%
Portfolio Concentration
Top 3$198.90M14.0%
4โ10$248.80M17.5%
11โ25$354.03M24.9%
Rest$617.30M43.5%
Top 3 weight
14.0%
Top 10 weight
31.5%
Voting Authority Distribution
Total shares with voting rights: 9.66M
Sole
Full voting authority
9.65M
shares
% of voting shares99.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
12.16K
shares
% of voting shares0.1%
Investment Discretion (by position count)
Sole221
Shared0
Other0
Dominant voting typeSole ยท 99.9% of voting shares
Institutional Holdings221
Rows:
APPLE INC
SOLEShares312.06K
TypeSH
Market value$79.20M
5.58%
Sole
311.50K
Shared
0.00
None
558.00
MICROSOFT CORP
SOLEShares201.58K
TypeSH
Market value$74.62M
5.26%
Sole
201.47K
Shared
0.00
None
115.00
ALPHABET INC
SOLEShares156.79K
TypeSH
Market value$45.09M
3.18%
Sole
156.55K
Shared
0.00
None
247.00
JPMORGAN CHASE & CO
SOLEShares136.99K
TypeSH
Market value$40.30M
2.84%
Sole
136.91K
Shared
0.00
None
82.00
LOWES COS INC
SOLEShares168.45K
TypeSH
Market value$39.80M
2.80%
Sole
168.26K
Shared
0.00
None
190.00
JOHNSON & JOHNSON
SOLEShares148.76K
TypeSH
Market value$36.36M
2.56%
Sole
148.63K
Shared
0.00
None
125.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares71.79K
TypeSH
Market value$34.40M
2.42%
Sole
71.73K
Shared
0.00
None
56.00
ISHARES TR
SOLEShares52.38K
TypeSH
Market value$34.22M
2.41%
Sole
52.38K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares170.51K
TypeSH
Market value$32.89M
2.32%
Sole
170.18K
Shared
0.00
None
340.00
ABBVIE INC
SOLEShares141.75K
TypeSH
Market value$30.83M
2.17%
Sole
141.69K
Shared
0.00
None
70.00
VANGUARD TAX-MANAGED FDS
SOLEShares427.88K
TypeSH
Market value$27.42M
1.93%
Sole
427.88K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares188.98K
TypeSH
Market value$27.30M
1.92%
Sole
188.61K
Shared
0.00
None
373.00
ISHARES TR
SOLEShares399.96K
TypeSH
Market value$27.01M
1.90%
Sole
399.96K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares178.53K
TypeSH
Market value$26.26M
1.85%
Sole
178.38K
Shared
0.00
None
150.00
MCDONALDS CORP
SOLEShares80.79K
TypeSH
Market value$25.11M
1.77%
Sole
80.75K
Shared
0.00
None
39.00
EXXON MOBIL CORP
SOLEShares144.28K
TypeSH
Market value$24.48M
1.73%
Sole
143.91K
Shared
0.00
None
370.00
CISCO SYS INC
SOLEShares314.53K
TypeSH
Market value$24.40M
1.72%
Sole
313.60K
Shared
0.00
None
927.00
CHEVRON CORPORATION
SOLEShares113.80K
TypeSH
Market value$23.55M
1.66%
Sole
113.71K
Shared
0.00
None
89.00
AUTOMATIC DATA PROCESSING IN
SOLEShares113.77K
TypeSH
Market value$23.12M
1.63%
Sole
113.52K
Shared
0.00
None
246.00
ILLINOIS TOOL WKS INC
SOLEShares87.78K
TypeSH
Market value$22.85M
1.61%
Sole
87.61K
Shared
0.00
None
171.00
AMPHENOL CORP
SOLEShares172.72K
TypeSH
Market value$21.82M
1.54%
Sole
172.59K
Shared
0.00
None
126.00
PARKER-HANNIFIN CORP
SOLEShares23.89K
TypeSH
Market value$21.39M
1.51%
Sole
23.80K
Shared
0.00
None
94.00
ECOLAB INC
SOLEShares74.66K
TypeSH
Market value$19.86M
1.40%
Sole
74.59K
Shared
0.00
None
64.00
PEPSICO INC
SOLEShares127.48K
TypeSH
Market value$19.80M
1.40%
Sole
127.36K
Shared
0.00
None
127.00
COSTCO WHOLESALE CORPORATION
SOLEShares19.74K
TypeSH
Market value$19.67M
1.39%
Sole
19.70K
Shared
0.00
None
39.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 312.06K | SH | $79.20M 5.58% | 311.50K | 0.00 | 558.00 |
MICROSOFT CORPSOLE | COM | 201.58K | SH | $74.62M 5.26% | 201.47K | 0.00 | 115.00 |
ALPHABET INCSOLE | CAP STK CL A | 156.79K | SH | $45.09M 3.18% | 156.55K | 0.00 | 247.00 |
JPMORGAN CHASE & COSOLE | COM | 136.99K | SH | $40.30M 2.84% | 136.91K | 0.00 | 82.00 |
LOWES COS INCSOLE | COM | 168.45K | SH | $39.80M 2.80% | 168.26K | 0.00 | 190.00 |
JOHNSON & JOHNSONSOLE | COM | 148.76K | SH | $36.36M 2.56% | 148.63K | 0.00 | 125.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 71.79K | SH | $34.40M 2.42% | 71.73K | 0.00 | 56.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 52.38K | SH | $34.22M 2.41% | 52.38K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 170.51K | SH | $32.89M 2.32% | 170.18K | 0.00 | 340.00 |
ABBVIE INCSOLE | COM | 141.75K | SH | $30.83M 2.17% | 141.69K | 0.00 | 70.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 427.88K | SH | $27.42M 1.93% | 427.88K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 188.98K | SH | $27.30M 1.92% | 188.61K | 0.00 | 373.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 399.96K | SH | $27.01M 1.90% | 399.96K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 178.53K | SH | $26.26M 1.85% | 178.38K | 0.00 | 150.00 |
MCDONALDS CORPSOLE | COM | 80.79K | SH | $25.11M 1.77% | 80.75K | 0.00 | 39.00 |
EXXON MOBIL CORPSOLE | COM | 144.28K | SH | $24.48M 1.73% | 143.91K | 0.00 | 370.00 |
CISCO SYS INCSOLE | COM | 314.53K | SH | $24.40M 1.72% | 313.60K | 0.00 | 927.00 |
CHEVRON CORPORATIONSOLE | COM | 113.80K | SH | $23.55M 1.66% | 113.71K | 0.00 | 89.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 113.77K | SH | $23.12M 1.63% | 113.52K | 0.00 | 246.00 |
ILLINOIS TOOL WKS INCSOLE | COM | 87.78K | SH | $22.85M 1.61% | 87.61K | 0.00 | 171.00 |
AMPHENOL CORPSOLE | CL A | 172.72K | SH | $21.82M 1.54% | 172.59K | 0.00 | 126.00 |
PARKER-HANNIFIN CORPSOLE | COM | 23.89K | SH | $21.39M 1.51% | 23.80K | 0.00 | 94.00 |
ECOLAB INCSOLE | COM | 74.66K | SH | $19.86M 1.40% | 74.59K | 0.00 | 64.00 |
PEPSICO INCSOLE | COM | 127.48K | SH | $19.80M 1.40% | 127.36K | 0.00 | 127.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 19.74K | SH | $19.67M 1.39% | 19.70K | 0.00 | 39.00 |
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