§ 13F · FUND PROFILE
KANAWHA CAPITAL MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1348.8T (13F)Positions · 213Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 199K | $96.5T | 6.6% | −2% |
| 2 | AAPL | APPLE INC | 314K | $85.3T | 5.9% | −2% |
| 3 | GOOGL | ALPHABET INC | 159K | $49.7T | 3.4% | −1% |
| 4 | JPM | JPMORGAN CHASE & CO. | 136K | $43.9T | 3.0% | −1% |
| 5 | LOW | LOWES COS INC | 169K | $40.8T | 2.8% | ±0% |
| 6 | ORCL | ORACLE CORP | 189K | $36.9T | 2.5% | −4% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 73K | $36.7T | 2.5% | −1% |
| 8 | IVV | ISHARES TR | 53K | $36.2T | 2.5% | ±0% |
| 9 | ABBV | ABBVIE INC | 142K | $32.5T | 2.2% | −1% |
| 10 | RTX | RTX CORPORATION | 170K | $31.2T | 2.2% | −1% |
§ 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 $1348762.3 trillion in assets. The fund runs a broad portfolio of 213 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed