KANAWHA CAPITAL MANAGEMENT LLC
Sector Allocation
- Technology29.9%$467.0M
- Other14.8%$230.7M
- Financials12.1%$188.5M
- Industrials10.4%$162.7M
- Healthcare10.3%$160.4M
- Consumer Staples7.2%$111.9M
- Consumer Discretionary6.0%$94.3M
- Energy3.7%$57.8M
- Materials2.4%$38.0M
- Utilities1.8%$28.7M
AUM History
13fpro.ai/research/fund/kanawha-capital-management-llc-1164478
Conviction and streaks
Concentrating · top 10 = 33.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
MSFT
$104.9MAAPL
$102.5MGOOGL
$53.0MJPM
$45.4M- ISHARES$39.4M
JNJ
$39.1MABBV
$37.2MBRK.B
$35.9MCSCO
$33.6MRTX
$31.7M- VANGUARD$30.6M
LOW
$30.4MADP
$30.0MAPH
$29.2M- ISHARES$28.8M
PG
$27.5MORCL
$24.5MXOM.R34088
$23.8MAMZN
$23.4MCVX
$23.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/kanawha-capital-management-llc-1164478
KANAWHA CAPITAL MANAGEMENT LLC 13F holdings — Q3 2026
$1.6B portfolio (+1.8% QoQ) · 228 holdings · Q3 2026 13F · top 10 are 33% of the stock portfolio
$104.9M
6.7% of stocks
+0.3%This quarter-0.2%Since filed11+ qtrsHeld$102.5M
6.6% of stocks
-0.7%This quarter+0.3%Since filed11+ qtrsHeld$53.0M
3.4% of stocks
+0.1%This quarter-7.6%Since filed11+ qtrsHeld$45.4M
2.9% of stocks
+0.3%This quarter+0.1%Since filed11+ qtrsHeld- 5
ISHARES TR - CORE S&P500 ETF
$39.4M
2.5% of stocks
-0.9%This quarter—Since filed—HeldAIQuality—Est. buy— $39.1M
2.5% of stocks
-0.5%This quarter+4.9%Since filed11+ qtrsHeld$37.2M
2.4% of stocks
+0.5%This quarter+1.4%Since filed11+ qtrsHeld$35.9M
2.3% of stocks
-0.6%This quarter—Since filed11+ qtrsHeld$33.6M
2.1% of stocks
+0.1%This quarter+3.5%Since filed11+ qtrsHeld$31.7M
2.0% of stocks
-0.3%This quarter+2.8%Since filed11+ qtrsHeld
All holdings — KANAWHA CAPITAL MANAGEMENT LLC (Q3 2026)
228 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $30.6M | 2.0% | 434K | +0.6% | — | — | 13F |
| 12 | LOWES COMPANIES INC | Consumer Discretionary | $30.4M | 1.9% | 165K | -0.7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | AUTOMATIC DATA PROCESSING INC | Technology | $30.0M | 1.9% | 116K | +0.3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | AMPHENOL CORP /DE/ | Technology | $29.2M | 1.9% | 346K | +100% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $28.8M | 1.8% | 401K | +0.1% | — | — | 13F |
| 16 | PROCTER & GAMBLE Co | Consumer Staples | $27.5M | 1.8% | 189K | +0.2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | ORACLE CORP | Technology | $24.5M | 1.6% | 178K | -0.2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | EXXON MOBIL CORP | Energy | $23.8M | 1.5% | 146K | +1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | AMAZON COM INC | Consumer Discretionary | $23.4M | 1.5% | 94K | +4% | 11+ qtrsAdded 10 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | CHEVRON CORP | Energy | $23.2M | 1.5% | 114K | +0.7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Parker-Hannifin Corp | Industrials | $22.7M | 1.4% | 24K | -0.6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | ILLINOIS TOOL WORKS INC | Industrials | $22.7M | 1.4% | 88K | +0.6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | CATERPILLAR INC | Industrials | $21.7M | 1.4% | 27K | -0.8% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ECOLAB INC. | Materials | $21.2M | 1.4% | 77K | +2% | 11+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Chubb Ltd | Financials | $19.8M | 1.3% | 61K | +0.8% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $ABT | ABBOTT LABORATORIES | Healthcare | $19.7M | 1.3% | 200K | +2% | |||
| 27 | — | ISHARES TR - RUSSELL 2000 ETF | — | $19.6M | 1.3% | 70K | -0.3% | |||
| 28 | $MCD | MCDONALDS CORP | Consumer Discretionary | $19.2M | 1.2% | 83K | +2% | |||
| 29 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $18.6M | 1.2% | 20K | +1% | |||
| 30 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $16.4M | 1.1% | 75K | +7% | |||
| 31 | $QCOM | QUALCOMM INC/DE | Technology | $16.2M | 1.0% | 88K | +0.9% | |||
| 32 | $PEP | PEPSICO INC | Consumer Staples | $16.1M | 1.0% | 127K | +0.1% | |||
| 33 | $KO | COCA COLA CO | Consumer Staples | $15.8M | 1.0% | 184K | +0.8% | |||
| 34 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $15.1M | 1.0% | 49K | -0.8% | |||
| 35 | $NVDA | NVIDIA CORP | Technology | $14.8M | 0.9% | 65K | +2% | |||
| 36 | $USB | US BANCORP \DE\ | Financials | $14.7M | 0.9% | 255K | +0.7% | |||
| 37 | $D | DOMINION ENERGY, INC | Utilities | $14.0M | 0.9% | 232K | +1.0% | |||
| 38 | $APD | Air Products & Chemicals, Inc. | Materials | $13.5M | 0.9% | 49K | +0.7% | |||
| 39 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $12.8M | 0.8% | 66K | -0.8% | |||
| 40 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $12.2M | 0.8% | 265K | +0.4% | |||
| 41 | $MDT | Medtronic plc | Healthcare | $11.8M | 0.8% | 137K | +1% | |||
| 42 | $SO | SOUTHERN CO | Utilities | $11.8M | 0.8% | 142K | +5% | |||
| 43 | $BDX | BECTON DICKINSON & CO | Healthcare | $11.6M | 0.7% | 65K | +0.4% | |||
| 44 | $TGT | TARGET CORP | Consumer Staples | $11.1M | 0.7% | 71K | -0.5% | |||
| 45 | $EMR | EMERSON ELECTRIC CO | Industrials | $10.9M | 0.7% | 70K | -1% | |||
| 46 | $AVGO | Broadcom Inc. | Technology | $10.9M | 0.7% | 31K | +3% | |||
| 47 | $LLY | ELI LILLY & Co | Healthcare | $10.0M | 0.6% | 8,662 | +8% | |||
| 48 | $MMM | 3M CO | Healthcare | $9.9M | 0.6% | 61K | -4% | |||
| 49 | $SPY | SPDR S&P 500 ETF TRUST | — | $9.4M | 0.6% | 12K | -0.5% | |||
| 50 | $DE | DEERE & CO | Industrials | $8.7M | 0.6% | 13K | -1% | |||
| 51 | $SPGI | S&P Global Inc. | Financials | $8.3M | 0.5% | 21K | -0.3% | |||
| 52 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $8.2M | 0.5% | 92K | +8% | |||
| 53 | $PFE | PFIZER INC | Healthcare | $8.1M | 0.5% | 284K | -2% | |||
| 54 | $WMT | Walmart Inc. | Consumer Staples | $8.0M | 0.5% | 77K | +6% | |||
| 55 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $7.8M | 0.5% | 27K | +2% | |||
| 56 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $7.6M | 0.5% | 70K | +3% | |||
| 57 | $BLK | BlackRock, Inc. | Financials | $7.5M | 0.5% | 7,130 | +5% | |||
| 58 | $NDAQ | NASDAQ, INC. | Financials | $7.5M | 0.5% | 82K | +0.6% | |||
| 59 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $7.2M | 0.5% | 37K | -1% | |||
| 60 | $CARR | CARRIER GLOBAL Corp | Industrials | $7.1M | 0.5% | 130K | -2% | |||
| 61 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $6.9M | 0.4% | 77K | -5% | |||
| 62 | $TFC | TRUIST FINANCIAL CORP | Financials | $6.7M | 0.4% | 146K | -8% | |||
| 63 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $6.6M | 0.4% | 112K | +0.4% | |||
| 64 | — | ISHARES TR - CORE S&P SCP ETF | — | $6.6M | 0.4% | 49K | +0.7% | |||
| 65 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $6.3M | 0.4% | 74K | +0.1% | |||
| 66 | $AXP | AMERICAN EXPRESS CO | Financials | $6.3M | 0.4% | 21K | +1% | |||
| 67 | $META | Meta Platforms, Inc. | Technology | $5.7M | 0.4% | 74K | +1% | |||
| 68 | $NTRS | NORTHERN TRUST CORP | Financials | $5.3M | 0.3% | 32K | +0.1% | |||
| 69 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $5.3M | 0.3% | 7,207 | +0.3% | |||
| 70 | $NKE | NIKE, Inc. | Consumer Discretionary | $5.3M | 0.3% | 150K | +9% | |||
| 71 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $5.1M | 0.3% | 40K | -2% | |||
| 72 | $NFLX | NETFLIX INC | Communication Services | $5.0M | 0.3% | 72K | +1% | |||
| 73 | $COP | CONOCOPHILLIPS | Energy | $5.0M | 0.3% | 40K | +1% | |||
| 74 | $MET | METLIFE INC | Financials | $4.7M | 0.3% | 50K | -1% | |||
| 75 | $XYL | Xylem Inc. | Industrials | $4.6M | 0.3% | 46K | +3% | |||
| 76 | $GE | GENERAL ELECTRIC CO | Industrials | $3.3M | 0.2% | 11K | +2% | |||
| 77 | $DELL | Dell Technologies Inc. | Technology | $3.2M | 0.2% | 5,893 | — | |||
| 78 | $DIS | Walt Disney Co | Communication Services | $3.1M | 0.2% | 30K | +8% | |||
| 79 | — | ISHARES TR - CORE MSCI EAFE | — | $3.0M | 0.2% | 31K | -0.6% | |||
| 80 | $T | AT&T INC. | Communication Services | $3.0M | 0.2% | 123K | +0.4% | |||
| 81 | $GOOG | Alphabet Inc. | Technology | $3.0M | 0.2% | 8,820 | +7% | |||
| 82 | $INTC | INTEL CORP | Technology | $2.8M | 0.2% | 23K | -0.1% | |||
| 83 | $OTIS | Otis Worldwide Corp | Industrials | $2.7M | 0.2% | 43K | +6% | |||
| 84 | $BNY | Bank of New York Mellon Corp | Financials | $2.7M | 0.2% | 19K | -3% | |||
| 85 | $IAU | ISHARES GOLD TRUST | Financials | $2.7M | 0.2% | 34K | +2% | |||
| 86 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $2.7M | 0.2% | 7,272 | +7% | |||
| 87 | $SHEL | Shell plc | Energy | $2.6M | 0.2% | 28K | -7% | |||
| 88 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $2.6M | 0.2% | 15K | +1% | |||
| 89 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $2.6M | 0.2% | 31K | -1% | |||
| 90 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $2.5M | 0.2% | 40K | -0.8% | |||
| 91 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $2.4M | 0.1% | 4,606 | +18% | |||
| 92 | $KMB | KIMBERLY CLARK CORP | Materials | $2.3M | 0.1% | 23K | -3% | |||
| 93 | — | ISHARES TR - ISHARES BIOTECH | — | $2.3M | 0.1% | 11K | +2% | |||
| 94 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $2.2M | 0.1% | 3 | — | |||
| 95 | — | ISHARES TR - RUS MD CP GR ETF | — | $2.1M | 0.1% | 15K | — | |||
| 96 | $TXN | TEXAS INSTRUMENTS INC | Technology | $2.1M | 0.1% | 7,585 | -2% | |||
| 97 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $2.1M | 0.1% | 39K | -1% | |||
| 98 | $CSX | CSX CORP | Industrials | $2.1M | 0.1% | 45K | — | |||
| 99 | $TT | Trane Technologies plc | Technology | $2.1M | 0.1% | 4,575 | -0.2% | |||
| 100 | $MRK | Merck & Co., Inc. | Healthcare | $2.0M | 0.1% | 14K | +9% | |||
| 101 | $GEV | GE Vernova Inc. | Industrials | $2.0M | 0.1% | 2,155 | +0.6% | |||
| 102 | $UL | UNILEVER PLC | Consumer Staples | $2.0M | 0.1% | 33K | -4% | |||
| 103 | — | ISHARES TR - RUS 1000 VAL ETF | — | $2.0M | 0.1% | 8,169 | -6% | |||
| 104 | $CTAS | CINTAS CORP | Consumer Discretionary | $2.0M | 0.1% | 10K | -0.1% | |||
| 105 | $WAT | WATERS CORP /DE/ | Healthcare | $1.7M | 0.1% | 3,966 | -9% | |||
| 106 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.7M | 0.1% | 13K | +0.4% | |||
| 107 | — | ISHARES TR - MSCI EAFE ETF | — | $1.7M | 0.1% | 16K | +30% | |||
| 108 | $ACN | Accenture plc | Technology | $1.6M | 0.1% | 8,743 | -0.0% | |||
| 109 | — | ISHARES TR - FLTG RATE NT ETF | — | $1.5M | 0.1% | 30K | +13% | |||
| 110 | $HONA | Honeywell Aerospace Inc. | Industrials | $1.5M | 0.1% | 9,421 | -0.3% | |||
| 111 | — | BLACKROCK ETF TRUST II - ISHA SH TERM ETF | — | $1.4M | 0.1% | 28K | +8% | |||
| 112 | $PM | Philip Morris International Inc. | Consumer Staples | $1.4M | 0.1% | 7,214 | -0.9% | |||
| 113 | — | SPDR INDEX SHS FDS - ST STR NAT ETF | — | $1.3M | 0.1% | 18K | — | |||
| 114 | $DOV | DOVER Corp | Industrials | $1.3M | 0.1% | 7,205 | -0.7% | |||
| 115 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $1.3M | 0.1% | 41K | +0.5% | |||
| 116 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $1.3M | 0.1% | 20K | -7% | |||
| 117 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $1.3M | 0.1% | 8,745 | New | |||
| 118 | $KVUE | Kenvue Inc. | Consumer Staples | $1.3M | 0.1% | 74K | -3% | |||
| 119 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $1.3M | 0.1% | 3,651 | -5% | |||
| 120 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.3M | 0.1% | 1,838 | -4% | |||
| 121 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $1.3M | 0.1% | 12K | -1% | |||
| 122 | $UNP | UNION PACIFIC CORP | Industrials | $1.3M | 0.1% | 4,644 | +0.1% | |||
| 123 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $1.2M | 0.1% | 18K | -0.3% | |||
| 124 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.2M | 0.1% | 1,832 | — | |||
| 125 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.2M | 0.1% | 15K | +0.2% | |||
| 126 | $SLB | SLB LIMITED/NV | Energy | $1.2M | 0.1% | 25K | -3% | |||
| 127 | — | ISHARES TR - SELECT DIVID ETF | — | $1.2M | 0.1% | 8,009 | -1.0% | |||
| 128 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.1M | 0.1% | 21K | -0.9% | |||
| 129 | $V | VISA INC. | Financials | $1.1M | 0.1% | 3,034 | -2% | |||
| 130 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $1.1M | 0.1% | 13K | — | |||
| 131 | — | VANGUARD WORLD FD - MATERIALS ETF | — | $1.0M | 0.1% | 4,758 | -1% | |||
| 132 | $AMGN | AMGEN INC | Healthcare | $1.0M | 0.1% | 2,433 | -0.3% | |||
| 133 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $994K | 0.1% | 5,950 | -0.3% | |||
| 134 | $GLD | SPDR GOLD TRUST | Financials | $989K | 0.1% | 2,596 | -3% | |||
| 135 | — | TOWNEBANK PORTSMOUTH VA - COM | — | $976K | 0.1% | 27K | — | |||
| 136 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $973K | 0.1% | 1,914 | — | |||
| 137 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $950K | 0.1% | 15K | -1% | |||
| 138 | $DUK | Duke Energy CORP | Utilities | $945K | 0.1% | 8,287 | -0.7% | |||
| 139 | — | PIMCO ETF TR - ENHAN SHRT MA AC | — | $906K | 0.1% | 9,013 | -0.6% | |||
| 140 | — | ISHARES TR - RUS MID CAP ETF | — | $858K | 0.1% | 8,044 | -3% | |||
| 141 | $STX | Seagate Technology Holdings plc | Technology | $845K | 0.1% | 916 | — | |||
| 142 | $KLAC | KLA CORP | Technology | $825K | 0.1% | 4,230 | New | |||
| 143 | — | VANGUARD INDEX FDS - MRNGSTR MD CP GR | — | $808K | 0.1% | 2,767 | — | |||
| 144 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $804K | 0.1% | 2,148 | +2% | |||
| 145 | — | ISHARES TR - ISHS 1-5YR INVS | — | $796K | 0.1% | 16K | -0.6% | |||
| 146 | $CI | Cigna Group | Healthcare | $796K | 0.1% | 2,930 | -0.3% | |||
| 147 | $SCHW | SCHWAB CHARLES CORP | Financials | $789K | 0.1% | 8,069 | -20% | |||
| 148 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $767K | 0.1% | 1,254 | -33% | |||
| 149 | $PSX | Phillips 66 | Energy | $765K | 0.1% | 2,995 | — | |||
| 150 | — | ISHARES TR - U.S. TECH ETF | — | $700K | 0.0% | 2,641 | -0.4% |
What changed in Q3 2026
Against the previous quarter's 13F: 5 new, 83 added to, 93 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (5)
Added to (83)
now $29.2M · held 11+ qtrs
$IBMINTERNATIONAL BUSINESS MACHINES CORP+7%
now $16.4M · held 11+ qtrs, 3 adds in a row
now $23.4M · held 11+ qtrs, 10 adds in a row
$LLYELI LILLY & Co+8%
now $10.0M · held 11+ qtrs, 3 adds in a row
- SPDR SERIES TRUST - ST STR P500ETF+8%
now $8.2M
$SOSOUTHERN CO+5%
now $11.8M · held 11+ qtrs, 4 adds in a row
+77 more in the Excel export
Trimmed (93)
now $102.5M · held 11+ qtrs
$TFCTRUIST FINANCIAL CORP-8%
now $6.7M · held 11+ qtrs, 6 trims in a row
$MMM3M CO-4%
now $9.9M · held 11+ qtrs, 3 trims in a row
$AMDADVANCED MICRO DEVICES INC-33%
now $767K · held 10 qtrs, 6 trims in a row
- VANGUARD INDEX FDS - REAL ESTATE ETF-5%
now $6.9M
- ISHARES TR - CORE S&P500 ETF-0.9%
now $39.4M
+87 more in the Excel export
Holdings by quarter
Every 13F KANAWHA CAPITAL MANAGEMENT LLC has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow KANAWHA CAPITAL MANAGEMENT?
Q3 2026 13F filed with the SEC on Oct 19, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of KANAWHA CAPITAL MANAGEMENT's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+0.2%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 5% over the last 4
Top 10 weight
33%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
KANAWHA CAPITAL MANAGEMENT LLC disclosed 228 positions worth $1.6B in its Form 13F-HR for Q3 2026, led by $MSFT (MICROSOFT CORP) at 6.7% of the equity portfolio, followed by $AAPL and $GOOGL. During the quarter the fund opened 5 new positions and exited 6 — including a new stake in $SPCX and a full exit from $CVS. The portfolio is most concentrated in Technology (29.9% of disclosed assets). All figures are sourced directly from KANAWHA CAPITAL MANAGEMENT LLC’s Form 13F-HR filing with the SEC under CIK 1164478.
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AI-Powered Hedge Fund Analysis: KANAWHA CAPITAL MANAGEMENT LLC
13F Pro is an AI hedge fund tracker and stock research platform. For KANAWHA CAPITAL MANAGEMENT LLC (SEC CIK: 1164478), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in KANAWHA CAPITAL MANAGEMENT LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.