§ 13F · FUND PROFILE
KANAWHA CAPITAL MANAGEMENT LLC.
AUM · $1.5B (13F)Positions · 228Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 310K | $90M | 5.8% | −1% |
| 2 | MSFT | MICROSOFT CORP | 204K | $76M | 5.0% | +1% |
| 3 | GOOGL | ALPHABET INC | 154K | $55M | 3.6% | −2% |
| 4 | JPM | JPMORGAN CHASE & CO | 137K | $45M | 2.9% | ±0% |
| 5 | IVV | ISHARES TR | 52K | $39M | 2.5% | −1% |
| 6 | JNJ | JOHNSON & JOHNSON | 149K | $38M | 2.5% | ±0% |
| 7 | CSCO | CISCO SYS INC | 312K | $37M | 2.4% | −1% |
| 8 | LOW | LOWES COS INC | 166K | $37M | 2.4% | −2% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 72K | $36M | 2.4% | +1% |
| 10 | ABBV | ABBVIE INC | 142K | $36M | 2.3% | ±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 $1.5 billion in assets. The fund runs a broad portfolio of 228 positions.
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