Kanawha Capital Management LLC

Kanawha Capital Management LLC reported 228 holdings worth US$1.54B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 28, 2026

Kanawha Capital Management LLC reported 228 holdings worth US$1.54B as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Alphabet Inc (google) Class C. Filed Jul 28, 2026 (Form 13F).

Holdings
228
Value as reported
US$1.54B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc310KUS$89.7M5.8%
Microsoft Corp.204KUS$76.1M5.0%
Alphabet Inc (google) Class C162KUS$57.9M3.8%
Jp Morgan Chase & Co.137KUS$44.8M2.9%
Berkshire Hathaway Inc.76,974US$38.5M2.5%
Johnson & Johnson149KUS$37.7M2.5%
Cisco Systems, Inc.312KUS$36.6M2.4%
Lowe's Companies, Inc.166KUS$36.6M2.4%
Abbvie Inc.142KUS$35.6M2.3%
Rtx Corporation171KUS$32.5M2.1%
Amphenol Corporation173KUS$30.5M2.0%
Caterpillar, Inc.26,940US$28.7M1.9%
Procter & Gamble Company (the)189KUS$27.7M1.8%
Oracle Corporation179KUS$26.2M1.7%
Automatic Data Processing, Inc.116KUS$26M1.7%
Illinois Tool Works Inc.87,769US$23.7M1.5%
Parker-hannifin Corporation23,929US$23.4M1.5%
Mcdonald's Corporation81,424US$22M1.4%
Amazon.com, Inc.90,267US$21.5M1.4%
Ecolab Inc.75,816US$21.1M1.4%
Exxon Mobil Corporation144KUS$19.7M1.3%
International Business Machines Corporation70,167US$19.7M1.3%
Costco Wholesale Corporation20,146US$18.8M1.2%
Chevron Corporation113KUS$18.7M1.2%
Abbott Laboratories196KUS$17.8M1.2%
Pepsico, Inc.127KUS$17.2M1.1%
Qualcomm Incorporated87,076US$16.1M1.0%
Dominion Energy, Inc.229KUS$15.7M1.0%
Norfolk Southern Corporation49,360US$15.5M1.0%
U.s. Bancorp253KUS$15.3M1.00%
Coca-cola Company (the)182KUS$14.8M0.96%
Air Products And Chemicals, Inc.48,280US$14.2M0.92%
Southern Company (the)135KUS$13M0.84%
Nvidia Corporation63,547US$12.7M0.83%
Broadcom Inc.30,130US$11.4M0.74%
Verizon Communications Inc.264KUS$11.2M0.73%
Emerson Electric Company71,196US$10.2M0.66%
3m Company62,943US$10.2M0.66%
Becton, Dickinson And Company64,346US$9.74M0.63%
Carrier Global Corporation132KUS$9.68M0.63%
Eli Lilly And Company8,046US$9.65M0.63%
Home Depot, Inc. (the)26,918US$9.49M0.62%
Target Corporation71,229US$9.3M0.61%
S&p Global Inc.20,984US$8.55M0.56%
Deere & Company13,100US$8.31M0.54%
Walmart Inc.72,865US$8.25M0.54%
Truist Financial Corporation158KUS$7.87M0.51%
Capital One Financial Corporation37,906US$7.6M0.50%
Pfizer, Inc.291KUS$7M0.46%
American Express Company20,417US$6.91M0.45%
Colgate-palmolive Company73,839US$6.77M0.44%
Blackrock, Inc.6,790US$6.53M0.43%
Nasdaq, Inc.81,131US$6.39M0.42%
Nike, Inc.137KUS$5.62M0.37%
Northern Trust Corporation31,541US$5.48M0.36%
Xylem Inc.44,620US$5.27M0.34%
Netflix, Inc.71,305US$5.09M0.33%
Genuine Parts Company41,252US$4.87M0.32%
Metlife, Inc.50,617US$4.28M0.28%
Conocophillips39,362US$4.09M0.27%
Ge Aerospace10,405US$3.89M0.25%
Intel Corporation23,034US$3.22M0.21%
Otis Worldwide Corporation40,338US$2.89M0.19%
Unitedhealth Group Incorporated6,807US$2.83M0.18%
The Bank Of New York Mellon Corporation19,531US$2.82M0.18%
Applied Materials, Inc.3,896US$2.82M0.18%
Walt Disney Company (the)27,730US$2.67M0.17%
Kimberly-clark Corporation23,887US$2.62M0.17%
At&t Inc.123KUS$2.55M0.17%
Dell Technologies Inc.5,893US$2.54M0.17%
Ge Vernova Inc.2,143US$2.52M0.16%
Bristol-myers Squibb Company40,741US$2.35M0.15%
Texas Instruments Incorporated7,760US$2.31M0.15%
Shell Plc29,636US$2.3M0.15%
Csx Corporation44,657US$2.12M0.14%
Unilever Plc34,651US$2.08M0.14%
Public Service Enterprise Group Incorporated21,299US$1.73M0.11%
Cintas Corporation10,161US$1.73M0.11%
Merck & Company, Inc.12,938US$1.66M0.11%
Waters Corporation4,365US$1.64M0.11%
Dover Corporation7,255US$1.63M0.11%
Kenvue Inc.76,275US$1.46M0.09%
Altria Group, Inc.18,503US$1.33M0.09%
Philip Morris International Inc7,280US$1.32M0.09%
The Travelers Companies, Inc.3,852US$1.27M0.08%
Wells Fargo & Company15,296US$1.26M0.08%
Union Pacific Corporation4,639US$1.26M0.08%
Bank Of America Corporation20,910US$1.19M0.08%
Advanced Micro Devices Inc1,877US$1.09M0.07%
Visa Inc.3,085US$1.06M0.07%
Duke Energy Corporation (holding Company)8,344US$1.06M0.07%
Towne Bank27,373US$992K0.06%
Charles Schwab Corporation (the)10,069US$929K0.06%
Thermo Fisher Scientific Inc1,832US$918K0.06%
Amgen Inc.2,441US$884K0.06%
The Cigna Group2,938US$810K0.05%
Micron Technology, Inc.642US$741K0.05%
Aflac Incorporated5,683US$666K0.04%
Mondelez International, Inc.11,189US$647K0.04%
United Parcel Service, Inc.5,464US$587K0.04%

Every holding of Kanawha Capital Management LLC

Source

View original at SEC

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