13FBOX
KANAWHA CAPITAL MANAGEMENT LLC · 13F Holdings
Options Calculator Rankings

KANAWHA CAPITAL MANAGEMENT LLC

No.2107
Latest AUM (Q2 2026)
$1.54B
QoQ Change Q1 2026
+$116.9M+8.2%
Holdings
228
New Buys
11
Adds
83
Reduces
96
Exits
4
Unchanged
38
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
APPLE INCAAPL
5.84%5.58%$89.7M309,855$79.2M312,060-2,205-0.71%Reduce
MICROSOFT CORPMSFT
4.95%5.26%$76.1M203,939$74.6M201,580+2,359+1.17%Add
ALPHABET INCGOOGL
3.58%3.18%$55.0M153,997$45.1M156,794-2,797-1.78%Reduce
JPMORGAN CHASE & COJPM
2.91%2.84%$44.8M136,735$40.3M136,993-258-0.19%Reduce
IISHARES TRIVV
2.53%2.41%$38.9M51,958$34.2M52,380-422-0.81%Reduce
JOHNSON & JOHNSONJNJ
2.46%2.56%$37.7M148,501$36.4M148,759-258-0.17%Reduce
CISCO SYS INCCSCO
2.38%1.72%$36.6M311,656$24.4M314,527-2,871-0.91%Reduce
LOWES COS INC COMLOW
2.38%2.8%$36.6M165,777$39.8M168,446-2,669-1.58%Reduce
BERKSHIRE HATHAWAY INC DELBRK.B
2.36%2.42%$36.3M72,484$34.4M71,787+697+0.97%Add
ABBVIE INCABBV
2.32%2.17%$35.6M141,643$30.8M141,755-112-0.08%Reduce
RTX CORPORATIONRTX
2.12%2.32%$32.5M171,251$32.9M170,515+736+0.43%Add
IISHARES COREIJH
2.01%1.9%$30.9M400,343$27.0M399,962+381+0.10%Add
VVANGUARD FTSEVEA
2%1.93%$30.7M431,372$27.4M427,875+3,497+0.82%Add
AMPHENOL CORPAPH
1.99%1.54%$30.5M173,032$21.8M172,717+315+0.18%Add
CATERPILLAR INCCAT
1.87%1.37%$28.7M26,940$19.4M27,378-438-1.60%Reduce
PROCTER & GAMBLE COPG
1.8%1.92%$27.7M188,842$27.3M188,980-138-0.07%Reduce
ORACLE CORPORCL
1.7%1.85%$26.2M178,555$26.3M178,527+28+0.02%Add
AUTOMATIC DATA PROCESSING INADP
1.69%1.63%$26.0M115,914$23.1M113,768+2,146+1.89%Add
ILLINOIS TOOLITW
1.55%1.61%$23.7M87,769$22.8M87,781-12-0.01%Reduce
PARKER-HANNIFIN CORPPH
1.52%1.51%$23.4M23,929$21.4M23,892+37+0.15%Add
MCDONALDS CORPMCD
1.43%1.77%$22.0M81,424$25.1M80,792+632+0.78%Add
AMAZON COM INCAMZN
1.4%1.21%$21.5M90,267$17.1M82,311+7,956+9.67%Add
IISHARES RUSSELLIWM
1.38%1.25%$21.2M70,704$17.7M71,558-854-1.19%Reduce
ECOLAB INCECL
1.38%1.4%$21.1M75,816$19.9M74,655+1,161+1.56%Add
CHUBB LIMITEDCB
1.34%1.38%$20.5M60,225$19.6M60,112+113+0.19%Add
EXXON MOBIL CORPXOM
1.29%1.73%$19.7M144,454$24.5M144,279+175+0.12%Add
IINTERNATIONAL BUSINESS MACHSIBM
1.28%1.14%$19.7M70,167$16.2M66,628+3,539+5.31%Add
COSTCO WHOLESALE CORPORATIONCOST
1.23%1.39%$18.8M20,146$19.7M19,744+402+2.04%Add
CHEVRON CORPORATIONCVX
1.22%1.66%$18.7M112,882$23.5M113,803-921-0.81%Reduce
ABBOTT LABORATORIESABT
1.16%1.32%$17.8M195,676$18.7M182,284+13,392+7.35%Add
PEPSICO INCPEP
1.12%1.4%$17.2M127,257$19.8M127,485-228-0.18%Reduce
QQUALCOMM INCQCOM
1.05%0.79%$16.1M87,076$11.2M86,804+272+0.31%Add
DOMINION ENERGY INCD
1.02%0.99%$15.7M229,458$14.0M226,222+3,236+1.43%Add
NORFOLK SOUTHN CORP COMNSC
1.01%1.01%$15.5M49,360$14.4M50,011-651-1.30%Reduce
US BANCORPUSB
1%0.92%$15.3M253,129$13.1M250,962+2,167+0.86%Add
COCA COLA COKO
0.96%0.98%$14.8M182,330$13.9M182,252+78+0.04%Add
AIR PRODUCTS AND CHEMICALS IAPD
0.92%0.98%$14.2M48,280$13.9M47,886+394+0.82%Add
SOUTHERN COSO
0.84%0.91%$13.0M135,332$12.9M133,603+1,729+1.29%Add
NVIDIA CORPORATIONNVDA
0.83%0.76%$12.7M63,547$10.9M62,244+1,303+2.09%Add
SSELECT SECTOR SPDR TRXLK
0.82%0.62%$12.6M66,030$8.8M65,900+130+0.20%Add
BROADCOM INCAVGO
0.74%0.63%$11.4M30,130$9.0M29,023+1,107+3.81%Add
VERIZON COMMUNICATIONS INCVZ
0.73%0.93%$11.2M264,346$13.2M262,386+1,960+0.75%Add
MEDTRONIC PLCMDT
0.69%0.8%$10.6M135,858$11.3M130,323+5,535+4.25%Add
EMERSON ELEC COEMR
0.66%0.66%$10.2M71,196$9.4M71,579-383-0.54%Reduce
3M CO COMMMM
0.66%0.66%$10.2M62,943$9.3M64,006-1,063-1.66%Reduce
BBECTON DICKINSON & CO COMBDX
0.63%0.74%$9.7M64,346$10.5M66,873-2,527-3.78%Reduce
CARRIER GLOBALCARR
0.63%0.53%$9.7M131,968$7.5M133,055-1,087-0.82%Reduce
ELI LILLY & COLLY
0.63%0.49%$9.7M8,046$6.9M7,493+553+7.38%Add
HOME DEPOT INCHD
0.62%0.62%$9.5M26,918$8.8M26,849+69+0.26%Add
TARGET CORP COMTGT
0.61%0.61%$9.3M71,229$8.7M71,544-315-0.44%Reduce

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