Kanawha Capital Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.42B
Q ending 2026-03-31
Prior quarter
$1.45B
Q ending 2025-12-31
Change
-2.2% QoQ · +10.2% YoY
Positions
221
reported holdings
Largest positions
Top 100 of 221 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $79.2M | 312K |
| Microsoft Corp | MSFT | Shares | $74.6M | 202K |
| Alphabet Inc | GOOGL | Shares | $45.1M | 157K |
| Jpmorgan Chase & Co | JPM | Shares | $40.3M | 137K |
| Lowes Cos Inc | LOW | Shares | $39.8M | 168K |
| Johnson & Johnson | JNJ | Shares | $36.4M | 149K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $34.4M | 72K |
| Ishares Tr | IVV | Shares | $34.2M | 52K |
| Rtx Corporation | RTX | Shares | $32.9M | 171K |
| Abbvie Inc | ABBV | Shares | $30.8M | 142K |
| Vanguard Tax-Managed Fds | VEA | Shares | $27.4M | 428K |
| Procter & Gamble Co | PG | Shares | $27.3M | 189K |
| Ishares Tr | IJH | Shares | $27.0M | 400K |
| Oracle Corp | ORCL | Shares | $26.3M | 179K |
| Mcdonalds Corp | MCD | Shares | $25.1M | 81K |
| Exxon Mobil Corp | XOM | Shares | $24.5M | 144K |
| Cisco Sys Inc | CSCO | Shares | $24.4M | 315K |
| Chevron Corporation | CVX | Shares | $23.5M | 114K |
| Automatic Data Processing In | ADP | Shares | $23.1M | 114K |
| Illinois Tool Wks Inc | ITW | Shares | $22.8M | 88K |
| Amphenol Corp | APH | Shares | $21.8M | 173K |
| Parker-Hannifin Corp | PH | Shares | $21.4M | 24K |
| Ecolab Inc | ECL | Shares | $19.9M | 75K |
| Pepsico Inc | PEP | Shares | $19.8M | 127K |
| Costco Wholesale Corporation | COST | Shares | $19.7M | 20K |
| Chubb Ltd Switz | Shares | $19.6M | 60K | |
| Caterpillar Inc | CAT | Shares | $19.4M | 27K |
| Abbott Laboratories | ABT | Shares | $18.7M | 182K |
| Ishares Tr | IWM | Shares | $17.7M | 72K |
| Amazon Com Inc | AMZN | Shares | $17.1M | 82K |
| International Business Machs | IBM | Shares | $16.2M | 67K |
| Norfolk Southn Corp | NSC | Shares | $14.4M | 50K |
| Dominion Energy Inc | D | Shares | $14.0M | 226K |
| Air Products And Chemicals I | APD | Shares | $13.9M | 48K |
| Coca Cola Co | KO | Shares | $13.9M | 182K |
| Verizon Communications Inc | VZ | Shares | $13.2M | 262K |
| Us Bancorp | USB | Shares | $13.1M | 251K |
| Southern Co | SO | Shares | $12.9M | 134K |
| Medtronic Plc | Shares | $11.3M | 130K | |
| Qualcomm Inc | QCOM | Shares | $11.2M | 87K |
| Nvidia Corporation | NVDA | Shares | $10.9M | 62K |
| Becton Dickinson & Co | BDX | Shares | $10.5M | 67K |
| Nike Inc | NKE | Shares | $9.9M | 188K |
| Emerson Elec Co | EMR | Shares | $9.4M | 72K |
| 3M Co | MMM | Shares | $9.3M | 64K |
| Broadcom Inc | AVGO | Shares | $9.0M | 29K |
| Walmart Inc | WMT | Shares | $8.9M | 72K |
| Home Depot Inc | HD | Shares | $8.8M | 27K |
| S&P Global Inc | SPGI | Shares | $8.8M | 21K |
| Select Sector Spdr Tr | XLK | Shares | $8.8M | 66K |
| Target Corp | TGT | Shares | $8.7M | 72K |
| Pfizer Inc | PFE | Shares | $8.2M | 291K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $8.0M | 12K |
| Truist Finl Corp | TFC | Shares | $7.7M | 167K |
| Deere & Co | DE | Shares | $7.6M | 14K |
| Carrier Global Corporation | CARR | Shares | $7.5M | 133K |
| Vanguard Index Fds | VNQ | Shares | $7.1M | 80K |
| Capital One Finl Corp | COF | Shares | $7.0M | 39K |
| Nasdaq Inc | NDAQ | Shares | $6.9M | 82K |
| Eli Lilly & Co | LLY | Shares | $6.9M | 7K |
| Colgate Palmolive Co | CL | Shares | $6.3M | 74K |
| Blackrock Inc | BLK | Shares | $6.2M | 6K |
| Aflac Inc | AFL | Shares | $6.2M | 56K |
| Vanguard Scottsdale Fds | VONV | Shares | $6.1M | 65K |
| Vanguard Intl Equity Index F | VWO | Shares | $6.1M | 112K |
| Spdr Series Trust | SPYM | Shares | $6.1M | 79K |
| Ishares Tr | IJR | Shares | $5.9M | 47K |
| Vanguard Bd Index Fds | BSV | Shares | $5.8M | 73K |
| Netflix Inc. | NFLX | Shares | $5.6M | 58K |
| American Express Co | AXP | Shares | $5.3M | 18K |
| Conocophillips | COP | Shares | $5.2M | 39K |
| Xylem Inc | XYL | Shares | $5.0M | 42K |
| Northern Tr Corp | NTRS | Shares | $4.5M | 32K |
| Invesco Qqq Tr | QQQ | Shares | $4.2M | 7K |
| Genuine Parts Co | GPC | Shares | $4.0M | 38K |
| Metlife Inc | MET | Shares | $3.7M | 53K |
| At&T Inc | T | Shares | $3.5M | 122K |
| Otis Worldwide Corp | OTIS | Shares | $3.3M | 42K |
| Ge Aerospace | GE | Shares | $2.9M | 10K |
| Shell Plc | SHEL | Shares | $2.9M | 31K |
| Disney Walt Co | DIS | Shares | $2.9M | 30K |
| Ishares Tr | IEFA | Shares | $2.9M | 32K |
| Bristol-Myers Squibb Co | BMY | Shares | $2.6M | 43K |
| Ishares Gold Tr | IAU | Shares | $2.5M | 29K |
| Bank New York Mellon Corp | BNY | Shares | $2.4M | 20K |
| Kimberly-Clark Corp | KMB | Shares | $2.4M | 25K |
| Vanguard Intl Equity Index F | VEU | Shares | $2.4M | 32K |
| Select Sector Spdr Tr | XLV | Shares | $2.2M | 15K |
| Alphabet Inc | GOOG | Shares | $2.2M | 8K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $2.2M | 3 |
| Unilever Plc | UL | Shares | $2.1M | 36K |
| Ishares Tr | IWD | Shares | $2.1M | 10K |
| Ishares Tr | IWP | Shares | $2.0M | 16K |
| Select Sector Spdr Tr | XLF | Shares | $2.0M | 40K |
| Trane Technologies Plc | Shares | $1.9M | 5K | |
| Ge Vernova Inc | GEV | Shares | $1.9M | 2K |
| Csx Corp | CSX | Shares | $1.8M | 45K |
| Waters Corp | WAT | Shares | $1.8M | 6K |
| Public Svc Enterprise Group | PEG | Shares | $1.7M | 22K |
| Accenture Plc Ireland | Shares | $1.7M | 9K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.