# KANAWHA CAPITAL MANAGEMENT LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1164478. Source: https://holderbook.com/funds/1164478-kanawha-capital-management-llc/

- Reported value: $1.5B
- Positions: 228
- Weight of the ten largest: 31.7%
- Filed: 2026-07-28

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $89.7M | 309,855 | 5.8% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $76.1M | 203,939 | 5.0% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $55.0M | 153,997 | 3.6% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $44.8M | 136,735 | 2.9% | 31 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $38.9M | 51,958 | 2.5% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $37.7M | 148,501 | 2.5% | 31 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $36.6M | 311,656 | 2.4% | 31 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $36.6M | 165,777 | 2.4% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $36.3M | 72,484 | 2.4% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $35.6M | 141,643 | 2.3% | 31 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $32.5M | 171,251 | 2.1% | 25 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $30.9M | 400,343 | 2.0% | 31 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $30.7M | 431,372 | 2.0% | 31 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $30.5M | 173,032 | 2.0% | 18 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $28.7M | 26,940 | 1.9% | 31 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $27.7M | 188,842 | 1.8% | 31 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $26.2M | 178,555 | 1.7% | 31 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $26.0M | 115,914 | 1.7% | 31 |
| ILLINOIS TOOL WKS INC | [ITW](https://holderbook.com/stocks/ITW/) | $23.7M | 87,769 | 1.5% | 31 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $23.4M | 23,929 | 1.5% | 31 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $22.0M | 81,424 | 1.4% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $21.5M | 90,267 | 1.4% | 31 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $21.2M | 70,704 | 1.4% | 31 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $21.1M | 75,816 | 1.4% | 31 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $20.5M | 60,225 | 1.3% | 31 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $19.7M | 144,454 | 1.3% | 31 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $19.7M | 70,167 | 1.3% | 31 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $18.8M | 20,146 | 1.2% | 31 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $18.7M | 112,882 | 1.2% | 31 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $17.8M | 195,676 | 1.2% | 31 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $17.2M | 127,257 | 1.1% | 31 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $16.1M | 87,076 | 1.0% | 31 |
| DOMINION ENERGY INC | [D](https://holderbook.com/stocks/D/) | $15.7M | 229,458 | 1.0% | 31 |
| NORFOLK SOUTHN CORP | [NSC](https://holderbook.com/stocks/NSC/) | $15.5M | 49,360 | 1.0% | 31 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $15.3M | 253,129 | 1.0% | 31 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $14.8M | 182,330 | 1.0% | 31 |
| AIR PRODUCTS AND CHEMICALS I | [APD](https://holderbook.com/stocks/APD/) | $14.2M | 48,280 | 0.9% | 31 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $13.0M | 135,332 | 0.8% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $12.7M | 63,547 | 0.8% | 25 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $12.6M | 66,030 | 0.8% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $11.4M | 30,130 | 0.7% | 11 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $11.2M | 264,346 | 0.7% | 31 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $10.6M | 135,858 | 0.7% | 31 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $10.2M | 71,196 | 0.7% | 31 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $10.2M | 62,943 | 0.7% | 31 |
| BECTON DICKINSON & CO | [BDX](https://holderbook.com/stocks/BDX/) | $9.7M | 64,346 | 0.6% | 31 |
| CARRIER GLOBAL CORPORATION | [CARR](https://holderbook.com/stocks/CARR/) | $9.7M | 131,968 | 0.6% | 25 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $9.7M | 8,046 | 0.6% | 23 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $9.5M | 26,918 | 0.6% | 31 |
| TARGET CORP | [TGT](https://holderbook.com/stocks/TGT/) | $9.3M | 71,229 | 0.6% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $9.2M | 12,344 | 0.6% | 31 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $8.5M | 20,984 | 0.6% | 31 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $8.3M | 13,100 | 0.5% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $8.3M | 72,865 | 0.5% | 31 |
| TRUIST FINL CORP | [TFC](https://holderbook.com/stocks/TFC/) | $7.9M | 157,931 | 0.5% | 27 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $7.8M | 81,206 | 0.5% | 31 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $7.6M | 37,906 | 0.5% | 31 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $7.5M | 84,787 | 0.5% | 15 |
| VANGUARD SCOTTSDALE FDS | [VONV](https://holderbook.com/stocks/VONV/) | $7.2M | 67,659 | 0.5% | 23 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $7.2M | 48,267 | 0.5% | 26 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $7.0M | 290,647 | 0.5% | 31 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $6.9M | 20,417 | 0.4% | 31 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $6.8M | 73,839 | 0.4% | 31 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $6.7M | 111,533 | 0.4% | 31 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $6.5M | 6,790 | 0.4% | 7 |
| NASDAQ INC | [NDAQ](https://holderbook.com/stocks/NDAQ/) | $6.4M | 81,131 | 0.4% | 23 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $5.7M | 73,259 | 0.4% | 29 |
| NIKE INC | [NKE](https://holderbook.com/stocks/NKE/) | $5.6M | 136,852 | 0.4% | 31 |
| NORTHERN TR CORP | [NTRS](https://holderbook.com/stocks/NTRS/) | $5.5M | 31,541 | 0.4% | 31 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $5.3M | 7,186 | 0.3% | 31 |
| XYLEM INC | [XYL](https://holderbook.com/stocks/XYL/) | $5.3M | 44,620 | 0.3% | 31 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $5.1M | 71,305 | 0.3% | 7 |
| GENUINE PARTS CO | [GPC](https://holderbook.com/stocks/GPC/) | $4.9M | 41,252 | 0.3% | 31 |
| METLIFE INC | [MET](https://holderbook.com/stocks/MET/) | $4.3M | 50,617 | 0.3% | 31 |
| CONOCOPHILLIPS | [COP](https://holderbook.com/stocks/COP/) | $4.1M | 39,362 | 0.3% | 31 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $3.9M | 10,405 | 0.3% | 20 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $3.2M | 23,034 | 0.2% | 31 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $3.0M | 31,497 | 0.2% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $2.9M | 8,225 | 0.2% | 27 |
| OTIS WORLDWIDE CORP | [OTIS](https://holderbook.com/stocks/OTIS/) | $2.9M | 40,338 | 0.2% | 25 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $2.8M | 6,807 | 0.2% | 31 |
| BANK OF NY MELLON CORP | [BNY](https://holderbook.com/stocks/BNY/) | $2.8M | 19,531 | 0.2% | 31 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $2.8M | 3,896 | 0.2% | 23 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $2.7M | 27,730 | 0.2% | 31 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $2.6M | 31,495 | 0.2% | 31 |
| KIMBERLY-CLARK CORP | [KMB](https://holderbook.com/stocks/KMB/) | $2.6M | 23,887 | 0.2% | 31 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $2.5M | 122,951 | 0.2% | 31 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $2.5M | 5,893 | 0.2% | 30 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $2.5M | 33,544 | 0.2% | 16 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $2.5M | 2,143 | 0.2% | 9 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $2.4M | 15,208 | 0.2% | 31 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $2.3M | 40,741 | 0.2% | 31 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $2.3M | 7,760 | 0.2% | 27 |
| SHELL PLC | [SHEL](https://holderbook.com/stocks/SHEL/) | $2.3M | 29,636 | 0.1% | 18 |
| ISHARES TR | [IWP](https://holderbook.com/stocks/IWP/) | $2.3M | 15,474 | 0.1% | 16 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $2.3M | 4,584 | 0.1% | 26 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $2.2M | 3 | 0.1% | 6 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $2.1M | 39,787 | 0.1% | 31 |
| CSX CORP | [CSX](https://holderbook.com/stocks/CSX/) | $2.1M | 44,657 | 0.1% | 25 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $2.1M | 8,691 | 0.1% | 31 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +8.2% | +14.8% | -6.7% | 100% |
| Q1 2026 | -3.0% | -4.6% | +1.6% | 100% |
| Q4 2025 | +0.5% | +2.4% | -1.8% | 100% |
| Q3 2025 | +7.4% | +7.8% | -0.4% | 100% |
| Q2 2025 | +5.7% | +10.5% | -4.7% | 100% |
| Q1 2025 | -0.7% | -4.6% | +3.8% | 100% |
| Q4 2024 | -1.8% | +2.1% | -3.9% | 98% |
| Q3 2024 | +8.1% | +5.4% | +2.6% | 99% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.5B | 228 |
| Q1 2026 | $1.4B | 221 |
| Q4 2025 | $1.5B | 221 |
| Q3 2025 | $1.4B | 216 |
| Q2 2025 | $1.3B | 213 |
| Q1 2025 | $1.3B | 212 |
| Q4 2024 | $1.3B | 210 |
| Q3 2024 | $1.4B | 230 |
| Q2 2024 | $1.3B | 229 |
| Q1 2024 | $1.3B | 218 |
| Q4 2023 | $1.1B | 203 |
| Q3 2023 | $1.0B | 204 |