Q2 2026 13F · SEC CIK 1164478

Kanawha Capital Management LLC

Wealth managerFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.5B
Reported positions: 228
Top holdings a year, 3 yrs: +12.6%
Assets under management: $1.8B

Kanawha Capital Management LLC is a wealth manager that reported 228 positions worth $1.5B in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were Apple Inc (AAPL, 5.8%), Microsoft Corp (MSFT, 5.0%), Alphabet Inc (GOOGL, 3.6%). A portfolio copying its top holdings returned 12.6% a year over the last 3 years, against 20.4% for the S&P 500.

Kanawha Capital Management LLC holdings largest 50 of 228 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Kanawha Capital Management LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	5.8%	5.6%	309,855	-0.7%	$89.7M
MSFTMicrosoft Corp	5.0%	5.3%	203,939	+1.2%	$76.1M
GOOGLAlphabet Inc	3.6%	3.2%	153,997	-1.8%	$55.0M
JPMJpmorgan Chase & Co	2.9%	2.8%	136,735	-0.2%	$44.8M
IVVIshares Core S&p 500 ETF	2.5%	2.4%	51,958	-0.8%	$38.9M
JNJJohnson & Johnson	2.5%	2.6%	148,501	-0.2%	$37.7M
CSCOCisco Sys Inc	2.4%	1.7%	311,656	-0.9%	$36.6M
LOWLowes Cos Inc	2.4%	2.8%	165,777	-1.6%	$36.6M
BRK-BBerkshire Hathaway Inc Del	2.4%	2.4%	72,484	+1.0%	$36.3M
ABBVAbbvie Inc	2.3%	2.2%	141,643	-0.1%	$35.6M
RTXRtx Corporation Com	2.1%	2.3%	171,251	+0.4%	$32.5M
IJHIshares Tr	2.0%	1.9%	400,343	+0.1%	$30.9M
VEAVanguard Tax-Managed Fds	2.0%	1.9%	431,372	+0.8%	$30.7M
APHAmphenol Corp	2.0%	1.5%	173,032	+0.2%	$30.5M
CATCaterpillar Inc Com	1.9%	1.4%	26,940	-1.6%	$28.7M
PGProcter & Gamble Co Com	1.8%	1.9%	188,842	-0.1%	$27.7M
ORCLOracle Corp	1.7%	1.9%	178,555	+0.0%	$26.2M
ADPAutomatic Data Processing Inc Com	1.7%	1.6%	115,914	+1.9%	$26.0M
ITWIllinois Tool Works Inc.	1.5%	1.6%	87,769	-0.0%	$23.7M
PHParker-Hannifin Corp	1.5%	1.5%	23,929	+0.2%	$23.4M
MCDMcdonalds Corp Com	1.4%	1.8%	81,424	+0.8%	$22.0M
AMZNAmazon Com Inc Com	1.4%	1.2%	90,267	+9.7%	$21.5M
IWMIshares	1.4%	1.3%	70,704	-1.2%	$21.2M
ECLEcolab Inc	1.4%	1.4%	75,816	+1.6%	$21.1M
CBChubb Limited Com	1.3%	1.4%	60,225	+0.2%	$20.5M
XOMExxon Mobil Corp	1.3%	1.7%	144,454	+0.1%	$19.7M
IBMInternational Business Machs	1.3%	1.1%	70,167	+5.3%	$19.7M
COSTCostco Whsl Corp New	1.2%	1.4%	20,146	+2.0%	$18.8M
CVXChevron Corp New	1.2%	1.7%	112,882	-0.8%	$18.7M
ABTAbbott Laboratories	1.2%	1.3%	195,676	+7.3%	$17.8M
PEPPepsico Inc	1.1%	1.4%	127,257	-0.2%	$17.2M
QCOMQualcomm Inc	1.0%	0.8%	87,076	+0.3%	$16.1M
DDominion Energy Inc	1.0%	1.0%	229,458	+1.4%	$15.7M
NSCNorfolk Southn Corp	1.0%	1.0%	49,360	-1.3%	$15.5M
USBUS Bancorp Del	1.0%	0.9%	253,129	+0.9%	$15.3M
KOCoca Cola Co	1.0%	1.0%	182,330	+0.0%	$14.8M
APDAir Products and Chemicals Inc	0.9%	1.0%	48,280	+0.8%	$14.2M
SOSouthern Co.	0.8%	0.9%	135,332	+1.3%	$13.0M
NVDANvidia Corporation Com	0.8%	0.8%	63,547	+2.1%	$12.7M
XLKState Street Technology Select Sector Sp	0.8%	0.6%	66,030	+0.2%	$12.6M
AVGOBroadcom Inc	0.7%	0.6%	30,130	+3.8%	$11.4M
VZVerizon Communications Inc Com	0.7%	0.9%	264,346	+0.7%	$11.2M
MDTMedtronic PLC	0.7%	0.8%	135,858	+4.2%	$10.6M
EMREmerson Elec Co Com	0.7%	0.7%	71,196	-0.5%	$10.2M
MMM3m Co Com	0.7%	0.7%	62,943	-1.7%	$10.2M
BDXBecton Dickinson & Co	0.6%	0.7%	64,346	-3.8%	$9.7M
CARRCarrier Global Corporation	0.6%	—	131,968	—	$9.7M
LLYLilly Eli & Co	0.6%	—	8,046	—	$9.7M
HDHome Depot Inc Com	0.6%	0.6%	26,918	+0.3%	$9.5M
TGTTarget Corp Com	0.6%	—	71,229	—	$9.3M

What Kanawha Capital Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

AMZN Amazon Com Inc Com+9.7% shares
ABT Abbott Laboratories+7.3% shares
IBM International Business Machs+5.3% shares

Reduced

No position shrank by more than 5%.

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.5% /yr; S&P 500 +20.1%
3 years: +12.6% /yr; S&P 500 +20.4%
5 years: +7.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.5B	228
Q1 2026	$1.4B	221
Q4 2025	$1.5B	221
Q3 2025	$1.4B	216
Q2 2025	$1.3B	213
Q1 2025	$1.3B	212
Q4 2024	$1.3B	210
Q3 2024	$1.4B	230
Q2 2024	$1.3B	229
Q1 2024	$1.3B	218
Q4 2023	$1.1B	203
Q3 2023	$1.0B	204

Questions about Kanawha Capital Management LLC's portfolio

What stocks does Kanawha Capital Management LLC own?

Kanawha Capital Management LLC's latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 228 positions worth $1.5B. The largest are Apple Inc (AAPL) at 5.8%, Microsoft Corp (MSFT) at 5.0%, Alphabet Inc (GOOGL) at 3.6%, Jpmorgan Chase & Co (JPM) at 2.9% and Ishares Core S&p 500 ETF (IVV) at 2.5%.

What did Kanawha Capital Management LLC buy last quarter?

In Q2 2026, Kanawha Capital Management LLC added Amazon Com Inc Com (AMZN) (+9.7% shares), Abbott Laboratories (ABT) (+7.3% shares) and International Business Machs (IBM) (+5.3% shares), compared with its Q1 2026 filing.

What did Kanawha Capital Management LLC sell last quarter?

In Q2 2026, Kanawha Capital Management LLC cut from its top 50 Nike Inc Cl B (NKE), cut from its top 50 Walmart Inc (WMT) and cut from its top 50 S&P Global Inc. (SPGI), compared with its Q1 2026 filing.

How has Kanawha Capital Management LLC's portfolio performed?

A portfolio copying Kanawha Capital Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +10.5% against +20.1%. Over 5 years: +7.5% a year against +11.6%.

When is Kanawha Capital Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Kanawha Capital Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Kanawha Capital Management LLC manage?

Kanawha Capital Management LLC reported $1.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.5B.