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KANAWHA CAPITAL MANAGEMENT LLC

Q3 2026 13F filing

Updated 17 days ago

228 disclosed positions worth $1.6B

Portfolio value
$1.6B
Total holdings
228
New positions
7
Closed positions
7
Increased
82
Decreased
93
Turnover
6.1%
Filed
2026-10-19

Full holdings

Every line item disclosed in Q3 2026

M

MICROSOFT CORP

+0.3%
Value
$104.9M
Shares
204.6K
% Port
6.71%
A

APPLE INC

-0.7%
Value
$102.5M
Shares
307.8K
% Port
6.56%
G

ALPHABET INC

+0.1%
Value
$53M
Shares
154.1K
% Port
3.39%
J

JPMORGAN CHASE & CO

+0.3%
Value
$45.4M
Shares
137.1K
% Port
2.90%
E

ISHARES TR

-0.9%
Value
$39.4M
Shares
51.5K
% Port
2.52%
J
6.JNJ

JOHNSON & JOHNSON

-0.5%
Value
$39.1M
Shares
147.8K
% Port
2.50%
A

ABBVIE INC

+0.5%
Value
$37.2M
Shares
142.4K
% Port
2.38%
B

BERKSHIRE HATHAWAY INC DEL

-0.6%
Value
$35.9M
Shares
72.0K
% Port
2.29%
C

CISCO SYS INC

+0.1%
Value
$33.6M
Shares
312.0K
% Port
2.15%
R
10.RTX

RTX CORPORATION

-0.3%
Value
$31.7M
Shares
170.8K
% Port
2.03%
V
11.VGES

VANGUARD TAX-MANAGED FDS

+0.6%
Value
$30.6M
Shares
433.8K
% Port
1.96%
L
12.LOW

LOWES COS INC

-0.7%
Value
$30.4M
Shares
164.7K
% Port
1.94%
A
13.ADP

AUTOMATIC DATA PROCESSING IN

+0.3%
Value
$30M
Shares
116.3K
% Port
1.92%
A
14.APH

AMPHENOL CORP

+100.1%
Value
$29.2M
Shares
346.3K
% Port
1.87%
E
15.ETHA

ISHARES TR

+0.1%
Value
$28.8M
Shares
400.6K
% Port
1.84%
P
16.PG

PROCTER & GAMBLE CO

+0.1%
Value
$27.5M
Shares
189.1K
% Port
1.76%
O

ORACLE CORP

-0.2%
Value
$24.5M
Shares
178.3K
% Port
1.57%
X
18.XOM

EXXONMOBIL HOLDINGS CORP

Value
$23.8M
Shares
146.3K
% Port
1.52%
A
19.AMZN

AMAZON COM INC

+3.9%
Value
$23.4M
Shares
93.8K
% Port
1.49%
C
20.CVX

CHEVRON CORPORATION

+0.7%
Value
$23.2M
Shares
113.7K
% Port
1.48%
P
21.PH

PARKER-HANNIFIN CORP

-0.6%
Value
$22.7M
Shares
23.8K
% Port
1.45%
I
22.ITW

ILLINOIS TOOL WKS INC

+0.6%
Value
$22.7M
Shares
88.3K
% Port
1.45%
C
23.CAT

CATERPILLAR INC

-0.8%
Value
$21.7M
Shares
26.7K
% Port
1.39%
E
24.ECL

ECOLAB INC

+1.8%
Value
$21.2M
Shares
77.1K
% Port
1.35%
C
25.CB

CHUBB LIMITED

+0.8%
Value
$19.8M
Shares
60.7K
% Port
1.26%
A
26.ABT

ABBOTT LABORATORIES

+2.0%
Value
$19.7M
Shares
199.7K
% Port
1.26%
E
27.ETHA

ISHARES TR

-0.3%
Value
$19.6M
Shares
70.5K
% Port
1.25%
M
28.MCD

MCDONALDS CORP

+1.9%
Value
$19.2M
Shares
83.0K
% Port
1.23%
C
29.COST

COSTCO WHOLESALE CORPORATION

+1.4%
Value
$18.6M
Shares
20.4K
% Port
1.19%
I
30.IBM

INTERNATIONAL BUSINESS MACHS

+6.5%
Value
$16.4M
Shares
74.8K
% Port
1.05%
Q
31.QCOM

QUALCOMM INC

+0.9%
Value
$16.2M
Shares
87.9K
% Port
1.03%
P
32.PEP

PEPSICO INC

+0.1%
Value
$16.1M
Shares
127.4K
% Port
1.03%
K
33.KO

COCA COLA CO

+0.8%
Value
$15.8M
Shares
183.8K
% Port
1.01%
N
34.NSC

NORFOLK SOUTHN CORP

-0.8%
Value
$15.1M
Shares
49.0K
% Port
0.97%
N
35.NVDA

NVIDIA CORPORATION

+1.8%
Value
$14.8M
Shares
64.7K
% Port
0.94%
U

US BANCORP

+0.7%
Value
$14.7M
Shares
255.0K
% Port
0.94%
D
37.D

DOMINION ENERGY INC

+1.0%
Value
$14M
Shares
231.7K
% Port
0.90%
A
38.APD

AIR PRODUCTS AND CHEMICALS I

+0.7%
Value
$13.5M
Shares
48.6K
% Port
0.86%
S

SELECT SECTOR SPDR TR

-0.8%
Value
$12.8M
Shares
65.5K
% Port
0.82%
V
40.VZ

VERIZON COMMUNICATIONS INC

+0.4%
Value
$12.2M
Shares
265.4K
% Port
0.78%
M
41.MDT

MEDTRONIC PLC

+1.1%
Value
$11.8M
Shares
137.3K
% Port
0.76%
S
42.SOMN

SOUTHERN CO

+4.9%
Value
$11.8M
Shares
142.0K
% Port
0.75%
B
43.BDX

BECTON DICKINSON & CO

+0.4%
Value
$11.6M
Shares
64.6K
% Port
0.74%
T
44.TGT

TARGET CORP

-0.5%
Value
$11.1M
Shares
70.9K
% Port
0.71%
E
45.EMR

EMERSON ELEC CO

-1.2%
Value
$10.9M
Shares
70.3K
% Port
0.70%
A
46.AVGO

BROADCOM INC

+2.9%
Value
$10.9M
Shares
31.0K
% Port
0.70%
L
47.LLY

ELI LILLY & CO

+7.7%
Value
$10M
Shares
8.7K
% Port
0.64%
M
48.MMM

3M CO

-3.8%
Value
$9.9M
Shares
60.5K
% Port
0.64%
S
49.SPY

STATE STR SPDR S&P 500 ETF T

-0.5%
Value
$9.4M
Shares
12.3K
% Port
0.60%
D
50.DE

DEERE & CO

-1.1%
Value
$8.7M
Shares
13.0K
% Port
0.56%