§ 13F · FUND PROFILE
KANAWHA CAPITAL MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.4B (13F)Positions · 216Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 312K | $79M | 5.6% | −1% |
| 2 | MSFT | MICROSOFT CORP | 202K | $75M | 5.3% | +1% |
| 3 | GOOGL | ALPHABET INC | 157K | $45M | 3.2% | −1% |
| 4 | JPM | JPMORGAN CHASE & CO | 137K | $40M | 2.8% | ±0% |
| 5 | LOW | LOWES COS INC | 168K | $40M | 2.8% | −1% |
| 6 | JNJ | JOHNSON & JOHNSON | 149K | $36M | 2.6% | ±0% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 72K | $34M | 2.4% | −2% |
| 8 | IVV | ISHARES TR | 52K | $34M | 2.4% | −1% |
| 9 | RTX | RTX CORPORATION | 171K | $33M | 2.3% | ±0% |
| 10 | ABBV | ABBVIE INC | 142K | $31M | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KANAWHA SIGNAL
AC read
KANAWHA CAPITAL MANAGEMENT LLC is a Other fund managing $1.4 billion in assets. The fund runs a broad portfolio of 216 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed