KANAWHA CAPITAL MANAGEMENT LLC

PrivateCIK: 1164478

Location

RICHMOND, VA

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

% of voting shares99.9%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

13.35K

% 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

SOLE

COM

Shares309.86K

TypeSH

Market value$89.66M

5.84%

Sole

309.26K

Shared

0.00

None

598.00

MICROSOFT CORP

SOLE

COM

Shares203.94K

TypeSH

Market value$76.07M

4.95%

Sole

203.80K

Shared

0.00

None

135.00

ALPHABET INC

SOLE

CAP STK CL A

Shares154K

TypeSH

Market value$55.03M

3.58%

Sole

153.73K

Shared

0.00

None

270.00

JPMORGAN CHASE & CO

SOLE

COM

Shares136.74K

TypeSH

Market value$44.76M

2.91%

Sole

136.63K

Shared

0.00

None

102.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares51.96K

TypeSH

Market value$38.91M

2.53%

Sole

51.96K

Shared

0.00

None

0.00

JOHNSON & JOHNSON

SOLE

COM

Shares148.50K

TypeSH

Market value$37.71M

2.46%

Sole

148.34K

Shared

0.00

None

165.00

CISCO SYS INC

SOLE

COM

Shares311.66K

TypeSH

Market value$36.61M

2.38%

Sole

310.77K

Shared

0.00

None

882.00

LOWES COS INC

SOLE

COM

Shares165.78K

TypeSH

Market value$36.55M

2.38%

Sole

165.55K

Shared

0.00

None

225.00

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares72.48K

TypeSH

Market value$36.27M

2.36%

Sole

72.41K

Shared

0.00

None

76.00

ABBVIE INC

SOLE

COM

Shares141.64K

TypeSH

Market value$35.64M

2.32%

Sole

141.55K

Shared

0.00

None

90.00

RTX CORPORATION

SOLE

COM

Shares171.25K

TypeSH

Market value$32.49M

2.12%

Sole

170.88K

Shared

0.00

None

370.00

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares400.34K

TypeSH

Market value$30.87M

2.01%

Sole

400.34K

Shared

0.00

None

0.00

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares431.37K

TypeSH

Market value$30.74M

2.00%

Sole

431.37K

Shared

0.00

None

0.00

AMPHENOL CORP

SOLE

CL A

Shares173.03K

TypeSH

Market value$30.51M

1.99%

Sole

172.88K

Shared

0.00

None

156.00

CATERPILLAR INC

SOLE

COM

Shares26.94K

TypeSH

Market value$28.69M

1.87%

Sole

26.94K

Shared

0.00

None

0.00

PROCTER & GAMBLE CO

SOLE

COM

Shares188.84K

TypeSH

Market value$27.69M

1.80%

Sole

188.43K

Shared

0.00

None

408.00

ORACLE CORP

SOLE

COM

Shares178.56K

TypeSH

Market value$26.17M

1.70%

Sole

178.40K

Shared

0.00

None

160.00

AUTOMATIC DATA PROCESSING IN

SOLE

COM

Shares115.91K

TypeSH

Market value$25.96M

1.69%

Sole

115.65K

Shared

0.00

None

266.00

ILLINOIS TOOL WKS INC

SOLE

COM

Shares87.77K

TypeSH

Market value$23.74M

1.55%

Sole

87.58K

Shared

0.00

None

191.00

PARKER-HANNIFIN CORP

SOLE

COM

Shares23.93K

TypeSH

Market value$23.41M

1.52%

Sole

23.84K

Shared

0.00

None

92.00

MCDONALDS CORP

SOLE

COM

Shares81.42K

TypeSH

Market value$22.01M

1.43%

Sole

81.36K

Shared

0.00

None

59.00

AMAZON COM INC

SOLE

COM

Shares90.27K

TypeSH

Market value$21.51M

1.40%

Sole

89.88K

Shared

0.00

None

384.00

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares70.70K

TypeSH

Market value$21.24M

1.38%

Sole

70.70K

Shared

0.00

None

0.00

ECOLAB INC

SOLE

COM

Shares75.82K

TypeSH

Market value$21.12M

1.38%

Sole

75.73K

Shared

0.00

None

84.00

CHUBB LIMITED

SOLE

COM

Shares60.23K

TypeSH

Market value$20.52M

1.34%

Sole

60.23K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
APPLE INCSOLE	COM	309.86K	SH	$89.66M 5.84%	309.26K	598.00
MICROSOFT CORPSOLE	COM	203.94K	SH	$76.07M 4.95%	203.80K	135.00
ALPHABET INCSOLE	CAP STK CL A	154K	SH	$55.03M 3.58%	153.73K	270.00
JPMORGAN CHASE & COSOLE	COM	136.74K	SH	$44.76M 2.91%	136.63K	102.00
ISHARES TRSOLE	CORE S&P500 ETF	51.96K	SH	$38.91M 2.53%	51.96K	0.00
JOHNSON & JOHNSONSOLE	COM	148.50K	SH	$37.71M 2.46%	148.34K	165.00
CISCO SYS INCSOLE	COM	311.66K	SH	$36.61M 2.38%	310.77K	882.00
LOWES COS INCSOLE	COM	165.78K	SH	$36.55M 2.38%	165.55K	225.00
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	72.48K	SH	$36.27M 2.36%	72.41K	76.00
ABBVIE INCSOLE	COM	141.64K	SH	$35.64M 2.32%	141.55K	90.00
RTX CORPORATIONSOLE	COM	171.25K	SH	$32.49M 2.12%	170.88K	370.00
ISHARES TRSOLE	CORE S&P MCP ETF	400.34K	SH	$30.87M 2.01%	400.34K	0.00
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	431.37K	SH	$30.74M 2.00%	431.37K	0.00
AMPHENOL CORPSOLE	CL A	173.03K	SH	$30.51M 1.99%	172.88K	156.00
CATERPILLAR INCSOLE	COM	26.94K	SH	$28.69M 1.87%	26.94K	0.00
PROCTER & GAMBLE COSOLE	COM	188.84K	SH	$27.69M 1.80%	188.43K	408.00
ORACLE CORPSOLE	COM	178.56K	SH	$26.17M 1.70%	178.40K	160.00
AUTOMATIC DATA PROCESSING INSOLE	COM	115.91K	SH	$25.96M 1.69%	115.65K	266.00
ILLINOIS TOOL WKS INCSOLE	COM	87.77K	SH	$23.74M 1.55%	87.58K	191.00
PARKER-HANNIFIN CORPSOLE	COM	23.93K	SH	$23.41M 1.52%	23.84K	92.00
MCDONALDS CORPSOLE	COM	81.42K	SH	$22.01M 1.43%	81.36K	59.00
AMAZON COM INCSOLE	COM	90.27K	SH	$21.51M 1.40%	89.88K	384.00
ISHARES TRSOLE	RUSSELL 2000 ETF	70.70K	SH	$21.24M 1.38%	70.70K	0.00
ECOLAB INCSOLE	COM	75.82K	SH	$21.12M 1.38%	75.73K	84.00
CHUBB LIMITEDSOLE	COM	60.23K	SH	$20.52M 1.34%	60.23K	0.00

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