Filed: 7/28/2026ACC: 0001164478-26-000004
📋 What this filing means
KANAWHA CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 228 equity positions with a total reported market value of $1.54B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
228
Positions
$1.54B
Total AUM (reported)
9.64M
Total Shares
Allocation by class
COM$1.11B72.1%
CAP STK CL A$55.03M3.6%
CORE S&P500 ETF$38.91M2.5%
CL B NEW$36.27M2.4%
CL A$34.51M2.2%
CORE S&P MCP ETF$30.87M2.0%
VAN FTSE DEV MKT$30.74M2.0%
Portfolio Concentration
Top 3$220.77M14.4%
4–10$266.45M17.3%
11–25$386.67M25.2%
Rest$662.06M43.1%
Top 3 weight
14.4%
Top 10 weight
31.7%
Voting Authority Distribution
Total shares with voting rights: 9.64M
Sole
Full voting authority
9.63M
shares
% of voting shares99.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
13.35K
shares
% of voting shares0.1%
Investment Discretion (by position count)
Sole228
Shared0
Other0
Dominant voting typeSole · 99.9% of voting shares
Institutional Holdings228
Rows:
APPLE INC
SOLEShares309.86K
TypeSH
Market value$89.66M
5.84%
Sole
309.26K
Shared
0.00
None
598.00
MICROSOFT CORP
SOLEShares203.94K
TypeSH
Market value$76.07M
4.95%
Sole
203.80K
Shared
0.00
None
135.00
ALPHABET INC
SOLEShares154K
TypeSH
Market value$55.03M
3.58%
Sole
153.73K
Shared
0.00
None
270.00
JPMORGAN CHASE & CO
SOLEShares136.74K
TypeSH
Market value$44.76M
2.91%
Sole
136.63K
Shared
0.00
None
102.00
ISHARES TR
SOLEShares51.96K
TypeSH
Market value$38.91M
2.53%
Sole
51.96K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares148.50K
TypeSH
Market value$37.71M
2.46%
Sole
148.34K
Shared
0.00
None
165.00
CISCO SYS INC
SOLEShares311.66K
TypeSH
Market value$36.61M
2.38%
Sole
310.77K
Shared
0.00
None
882.00
LOWES COS INC
SOLEShares165.78K
TypeSH
Market value$36.55M
2.38%
Sole
165.55K
Shared
0.00
None
225.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares72.48K
TypeSH
Market value$36.27M
2.36%
Sole
72.41K
Shared
0.00
None
76.00
ABBVIE INC
SOLEShares141.64K
TypeSH
Market value$35.64M
2.32%
Sole
141.55K
Shared
0.00
None
90.00
RTX CORPORATION
SOLEShares171.25K
TypeSH
Market value$32.49M
2.12%
Sole
170.88K
Shared
0.00
None
370.00
ISHARES TR
SOLEShares400.34K
TypeSH
Market value$30.87M
2.01%
Sole
400.34K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares431.37K
TypeSH
Market value$30.74M
2.00%
Sole
431.37K
Shared
0.00
None
0.00
AMPHENOL CORP
SOLEShares173.03K
TypeSH
Market value$30.51M
1.99%
Sole
172.88K
Shared
0.00
None
156.00
CATERPILLAR INC
SOLEShares26.94K
TypeSH
Market value$28.69M
1.87%
Sole
26.94K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares188.84K
TypeSH
Market value$27.69M
1.80%
Sole
188.43K
Shared
0.00
None
408.00
ORACLE CORP
SOLEShares178.56K
TypeSH
Market value$26.17M
1.70%
Sole
178.40K
Shared
0.00
None
160.00
AUTOMATIC DATA PROCESSING IN
SOLEShares115.91K
TypeSH
Market value$25.96M
1.69%
Sole
115.65K
Shared
0.00
None
266.00
ILLINOIS TOOL WKS INC
SOLEShares87.77K
TypeSH
Market value$23.74M
1.55%
Sole
87.58K
Shared
0.00
None
191.00
PARKER-HANNIFIN CORP
SOLEShares23.93K
TypeSH
Market value$23.41M
1.52%
Sole
23.84K
Shared
0.00
None
92.00
MCDONALDS CORP
SOLEShares81.42K
TypeSH
Market value$22.01M
1.43%
Sole
81.36K
Shared
0.00
None
59.00
AMAZON COM INC
SOLEShares90.27K
TypeSH
Market value$21.51M
1.40%
Sole
89.88K
Shared
0.00
None
384.00
ISHARES TR
SOLEShares70.70K
TypeSH
Market value$21.24M
1.38%
Sole
70.70K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares75.82K
TypeSH
Market value$21.12M
1.38%
Sole
75.73K
Shared
0.00
None
84.00
CHUBB LIMITED
SOLEShares60.23K
TypeSH
Market value$20.52M
1.34%
Sole
60.23K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 309.86K | SH | $89.66M 5.84% | 309.26K | 0.00 | 598.00 |
MICROSOFT CORPSOLE | COM | 203.94K | SH | $76.07M 4.95% | 203.80K | 0.00 | 135.00 |
ALPHABET INCSOLE | CAP STK CL A | 154K | SH | $55.03M 3.58% | 153.73K | 0.00 | 270.00 |
JPMORGAN CHASE & COSOLE | COM | 136.74K | SH | $44.76M 2.91% | 136.63K | 0.00 | 102.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 51.96K | SH | $38.91M 2.53% | 51.96K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 148.50K | SH | $37.71M 2.46% | 148.34K | 0.00 | 165.00 |
CISCO SYS INCSOLE | COM | 311.66K | SH | $36.61M 2.38% | 310.77K | 0.00 | 882.00 |
LOWES COS INCSOLE | COM | 165.78K | SH | $36.55M 2.38% | 165.55K | 0.00 | 225.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 72.48K | SH | $36.27M 2.36% | 72.41K | 0.00 | 76.00 |
ABBVIE INCSOLE | COM | 141.64K | SH | $35.64M 2.32% | 141.55K | 0.00 | 90.00 |
RTX CORPORATIONSOLE | COM | 171.25K | SH | $32.49M 2.12% | 170.88K | 0.00 | 370.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 400.34K | SH | $30.87M 2.01% | 400.34K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 431.37K | SH | $30.74M 2.00% | 431.37K | 0.00 | 0.00 |
AMPHENOL CORPSOLE | CL A | 173.03K | SH | $30.51M 1.99% | 172.88K | 0.00 | 156.00 |
CATERPILLAR INCSOLE | COM | 26.94K | SH | $28.69M 1.87% | 26.94K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 188.84K | SH | $27.69M 1.80% | 188.43K | 0.00 | 408.00 |
ORACLE CORPSOLE | COM | 178.56K | SH | $26.17M 1.70% | 178.40K | 0.00 | 160.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 115.91K | SH | $25.96M 1.69% | 115.65K | 0.00 | 266.00 |
ILLINOIS TOOL WKS INCSOLE | COM | 87.77K | SH | $23.74M 1.55% | 87.58K | 0.00 | 191.00 |
PARKER-HANNIFIN CORPSOLE | COM | 23.93K | SH | $23.41M 1.52% | 23.84K | 0.00 | 92.00 |
MCDONALDS CORPSOLE | COM | 81.42K | SH | $22.01M 1.43% | 81.36K | 0.00 | 59.00 |
AMAZON COM INCSOLE | COM | 90.27K | SH | $21.51M 1.40% | 89.88K | 0.00 | 384.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 70.70K | SH | $21.24M 1.38% | 70.70K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 75.82K | SH | $21.12M 1.38% | 75.73K | 0.00 | 84.00 |
CHUBB LIMITEDSOLE | COM | 60.23K | SH | $20.52M 1.34% | 60.23K | 0.00 | 0.00 |
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