Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Apple Inc.COM | COM | $89.7M | 5.8% |
| Microsoft Corp.COM | COM | $76.1M | 5.0% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $55M | 3.6% |
| JPMORGAN Chase & COCOM | COM | $44.8M | 2.9% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $38.9M | 2.5% |
| Johnson & JohnsonCOM | COM | $37.7M | 2.5% |
| Cisco Sys Inc.COM | COM | $36.6M | 2.4% |
| Lowes Cos Inc.COM | COM | $36.6M | 2.4% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $36.3M | 2.4% |
| Abbvie Inc.COM | COM | $35.6M | 2.3% |
| Rtx CorporationCOM | COM | $32.5M | 2.1% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $30.9M | 2.0% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $30.7M | 2.0% |
| Amphenol Corp.CL A | CL A | $30.5M | 2.0% |
| Caterpillar Inc.COM | COM | $28.7M | 1.9% |
| Procter & Gamble COCOM | COM | $27.7M | 1.8% |
| Oracle Corp.COM | COM | $26.2M | 1.7% |
| Automatic Data Processing INCOM | COM | $26M | 1.7% |
| Illinois Tool Wks Inc.COM | COM | $23.7M | 1.5% |
| Parker-hannifin Corp.COM | COM | $23.4M | 1.5% |
| Mcdonalds Corp.COM | COM | $22M | 1.4% |
| Amazon Com Inc.COM | COM | $21.5M | 1.4% |
| iShares TRRUSSELL 2000 ETF | RUSSELL 2000 ETF | $21.2M | 1.4% |
| Ecolab Inc.COM | COM | $21.1M | 1.4% |
| Chubb LimitedCOM | COM | $20.5M | 1.3% |
| Exxon Mobil Corp.COM | COM | $19.7M | 1.3% |
| International Business MachsCOM | COM | $19.7M | 1.3% |
| Costco Wholesale CorporationCOM | COM | $18.8M | 1.2% |
| Chevron CorporationCOM | COM | $18.7M | 1.2% |
| Abbott LaboratoriesCOM | COM | $17.8M | 1.2% |
| Pepsico Inc.COM | COM | $17.2M | 1.1% |
| Qualcomm Inc.COM | COM | $16.1M | 1.0% |
| Dominion Energy Inc.COM | COM | $15.7M | 1.0% |
| Norfolk Southn Corp.COM | COM | $15.5M | 1.0% |
| US BancorpCOM NEW | COM NEW | $15.3M | 1.0% |
| Coca Cola COCOM | COM | $14.8M | 1.0% |
| Air Products And Chemicals ICOM | COM | $14.2M | 0.9% |
| Southern COCOM | COM | $13M | 0.8% |
| Nvidia CorporationCOM | COM | $12.7M | 0.8% |
| Select Sector SPDR TRST STR TECHN ETF | ST STR TECHN ETF | $12.6M | 0.8% |
| Broadcom Inc.COM | COM | $11.4M | 0.7% |
| Verizon Communications Inc.COM | COM | $11.2M | 0.7% |
| Medtronic PLCSHS | SHS | $10.6M | 0.7% |
| Emerson Elec COCOM | COM | $10.2M | 0.7% |
| 3m COCOM | COM | $10.2M | 0.7% |
| Becton Dickinson & COCOM | COM | $9.74M | 0.6% |
| Carrier Global CorporationCOM | COM | $9.68M | 0.6% |
| Eli Lilly & COCOM | COM | $9.65M | 0.6% |
| Home Depot Inc.COM | COM | $9.49M | 0.6% |
| Target Corp.COM | COM | $9.3M | 0.6% |
- Class
- COM
- Share
- 5.8%
- Class
- COM
- Share
- 5.0%
- Class
- CAP STK CL A
- Share
- 3.6%
- Class
- COM
- Share
- 2.9%
- Class
- CORE S&P500 ETF
- Share
- 2.5%
- Class
- COM
- Share
- 2.5%
- Class
- COM
- Share
- 2.4%
- Class
- COM
- Share
- 2.4%
- Class
- CL B NEW
- Share
- 2.4%
- Class
- COM
- Share
- 2.3%
- Class
- COM
- Share
- 2.1%
- Class
- CORE S&P MCP ETF
- Share
- 2.0%
- Class
- VAN FTSE DEV MKT
- Share
- 2.0%
- Class
- CL A
- Share
- 2.0%
- Class
- COM
- Share
- 1.9%
- Class
- COM
- Share
- 1.8%
- Class
- COM
- Share
- 1.7%
- Class
- COM
- Share
- 1.7%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.4%
- Class
- COM
- Share
- 1.4%
- Class
- RUSSELL 2000 ETF
- Share
- 1.4%
- Class
- COM
- Share
- 1.4%
- Class
- COM
- Share
- 1.3%
- Class
- COM
- Share
- 1.3%
- Class
- COM
- Share
- 1.3%
- Class
- COM
- Share
- 1.2%
- Class
- COM
- Share
- 1.2%
- Class
- COM
- Share
- 1.2%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 1.0%
- Class
- COM NEW
- Share
- 1.0%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- ST STR TECHN ETF
- Share
- 0.8%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- SHS
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
The share class is shown on a wider screen.
The 50 largest of 228 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1164478
- File number
- 028-10012
- Options
- 0 call, 0 put
- In the 25 largest
- 56.9%
- Prior quarter
- $1.42B at 31 March 2026
- Positions opened
- 12
- Positions closed
- 5
Common questions
What are Kanawha Capital Management’s 13F holdings worth?
$1.54 billion across 228 positions for the quarter ended 30 June 2026.
What is Kanawha Capital Management’s largest 13F holding?
APPLE INC (COM) was the largest position at $89.7 million, or 5.8% of reported 13F value, as of 30 June 2026.
How concentrated is Kanawha Capital Management’s 13F portfolio?
The ten largest positions accounted for 31.7% of reported value and the twenty-five largest for 56.9%, across 228 positions as of 30 June 2026.
Does Form 13F show everything Kanawha Capital Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Kanawha Capital Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.