Kanawha Capital Management LLC 13F Holdings · Q2 2026
Kanawha Capital Management LLC reported 228 securities worth $1.54B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (5.84%), MSFT (4.95%), GOOGL (3.58%). Among its top 25 positions this quarter: 13 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $89.7M | 5.84% | 309,855 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $76.1M | 4.95% | 203,939 | Added |
| 3 | GOOGL | ALPHABET INC | $55.0M | 3.58% | 153,997 | Trimmed |
| 4 | JPM | JPMORGAN CHASE & CO | $44.8M | 2.91% | 136,735 | Trimmed |
| 5 | IVV | ISHARES TR | $38.9M | 2.53% | 51,958 | Trimmed |
| 6 | JNJ | JOHNSON & JOHNSON | $37.7M | 2.46% | 148,501 | Trimmed |
| 7 | CSCO | CISCO SYS INC | $36.6M | 2.38% | 311,656 | Trimmed |
| 8 | LOW | LOWES COS INC | $36.6M | 2.38% | 165,777 | Trimmed |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | $36.3M | 2.36% | 72,484 | Added |
| 10 | ABBV | ABBVIE INC | $35.6M | 2.32% | 141,643 | Trimmed |
| 11 | RTX | RTX CORPORATION | $32.5M | 2.12% | 171,251 | Added |
| 12 | IJH | ISHARES TR | $30.9M | 2.01% | 400,343 | Added |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $30.7M | 2.00% | 431,372 | Added |
| 14 | APH | AMPHENOL CORP | $30.5M | 1.99% | 173,032 | Added |
| 15 | CAT | CATERPILLAR INC | $28.7M | 1.87% | 26,940 | Trimmed |
| 16 | PG | PROCTER & GAMBLE CO | $27.7M | 1.80% | 188,842 | Trimmed |
| 17 | ORCL | ORACLE CORP | $26.2M | 1.70% | 178,555 | Added |
| 18 | ADP | AUTOMATIC DATA PROCESSING IN | $26.0M | 1.69% | 115,914 | Added |
| 19 | ITW | ILLINOIS TOOL WKS INC | $23.7M | 1.55% | 87,769 | Trimmed |
| 20 | PH | PARKER-HANNIFIN CORP | $23.4M | 1.52% | 23,929 | Added |
| 21 | MCD | MCDONALDS CORP | $22.0M | 1.43% | 81,424 | Added |
| 22 | AMZN | AMAZON COM INC | $21.5M | 1.40% | 90,267 | Added |
| 23 | ECL | ECOLAB INC | $21.1M | 1.38% | 75,816 | Added |
| 24 | IWM | ISHARES TR | $21.2M | 1.38% | 70,704 | Trimmed |
| 25 | CB | CHUBB LIMITED | $20.5M | 1.34% | 60,225 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR