Kanawha Capital Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 19, 2026, Kanawha Capital Management Llc disclosed 228 stock positions valued at approximately $1.56B as of quarter-end September 30, 2026. The largest holdings include MICROSOFT CORP, APPLE INC, and ALPHABET INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 228
- Portfolio Value
- $1.56B
Holdings by Sector
Kanawha Capital Management Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 6.71% | 204,592 | +653 | +0.32% | $104,935,063 |
| APPLE INC | AAPL | Technology | 6.56% | 307,825 | -2,030 | -0.66% | $102,512,046 |
| ALPHABET INC | GOOGL | Communication Services | 3.39% | 154,104 | +107 | +0.07% | $53,023,934 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.90% | 137,127 | +392 | +0.29% | $45,365,705 |
| ISHARES TR | IVV | Other | 2.52% | 51,485 | -473 | -0.91% | $39,429,683 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 2.50% | 147,816 | -685 | -0.46% | $39,132,720 |
| ABBVIE INC | ABBV | Healthcare | 2.38% | 142,364 | +721 | +0.51% | $37,240,886 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.29% | 72,037 | -447 | -0.62% | $35,870,588 |
| CISCO SYS INC | CSCO | Technology | 2.15% | 311,953 | +297 | +0.10% | $33,575,539 |
| RTX CORPORATION | RTX | Industrials | 2.03% | 170,775 | -476 | -0.28% | $31,704,446 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.96% | 433,797 | +2,425 | +0.56% | $30,630,375 |
| LOWES COS INC | LOW | Consumer Cyclical | 1.94% | 164,697 | -1,080 | -0.65% | $30,351,995 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 1.92% | 116,301 | +387 | +0.33% | $30,012,636 |
| AMPHENOL CORP | APH | Technology | 1.87% | 346,251 | +173,219 | +100.11% | $29,188,925 |
| ISHARES TR | IJH | Other | 1.84% | 400,565 | +222 | +0.06% | $28,820,637 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.76% | 189,129 | +287 | +0.15% | $27,476,666 |
| ORACLE CORP | ORCL | Technology | 1.57% | 178,272 | -283 | -0.16% | $24,476,708 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 1.52% | 146,347 | +1,893 | +1.31% | $23,817,977 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.49% | 93,779 | +3,512 | +3.89% | $23,365,038 |
| CHEVRON CORPORATION | CVX | Energy | 1.48% | 113,681 | +799 | +0.71% | $23,214,868 |
| PARKER-HANNIFIN CORP | PH | Industrials | 1.45% | 23,797 | -132 | -0.55% | $22,736,130 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 1.45% | 88,327 | +558 | +0.64% | $22,724,840 |
| CATERPILLAR INC | CAT | Industrials | 1.39% | 26,735 | -205 | -0.76% | $21,676,314 |
| ECOLAB INC | ECL | Basic Materials | 1.35% | 77,145 | +1,329 | +1.75% | $21,182,443 |
| CHUBB LIMITED | CB | Financial Services | 1.26% | 60,733 | +508 | +0.84% | $19,753,408 |
| ABBOTT LABORATORIES | ABT | Healthcare | 1.26% | 199,671 | +3,995 | +2.04% | $19,733,494 |
| ISHARES TR | IWM | Other | 1.25% | 70,485 | -219 | -0.31% | $19,587,088 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 1.23% | 83,010 | +1,586 | +1.95% | $19,170,424 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.19% | 20,431 | +285 | +1.41% | $18,598,994 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 1.05% | 74,753 | +4,586 | +6.54% | $16,440,477 |
Showing 30 of 228 holdings in the latest reporting period.