KANAWHA CAPITAL MANAGEMENT LLC 13F Holdings

CIK 0001164478 · RICHMOND, VA

As of Sep 30, 2025, KANAWHA CAPITAL MANAGEMENT LLC reported 216 positions worth .4B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology204,071 05.7M7.33%
APPLE INCAAPLTechnology320,252$81.5M5.66%
ORACLE CORPORCLTechnology197,038$55.4M3.85%
JPMORGAN CHASE & COJPMFinancial Services137,479$43.4M3.01%
LOWES COMPANIES INCLOWConsumer Cyclical169,887$42.7M2.96%
ALPHABET INCGOOGLEquity160,232$39.0M2.70%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services73,664$37.0M2.57%
ISHARES CORE S&P 500 ETFIVV—53,002$35.5M2.46%
AUTOMATIC DATA PROCESSING INCADPIndustrials113,880$33.4M2.32%
ABBVIE INCABBVEquity143,105$33.1M2.30%
RTX CORPRTXEquity171,940$28.8M2.00%
PROCTER & GAMBLE COPGConsumer Defensive181,518$27.9M1.94%
JOHNSON & JOHNSONJNJHealthcare148,631$27.6M1.91%
ISHARES CORE S&P MID-CAP ETFIJH—399,651$26.1M1.81%
MCDONALDS CORPMCDConsumer Cyclical82,263$25.0M1.73%
ABBOTT LABORATORIESABTHealthcare176,256$23.6M1.64%
ILLINOIS TOOL WORKS INCITWIndustrials88,959$23.2M1.61%
VANGUARD TAX-MANAGED FUNDSVEA—372,068$22.3M1.55%
CISCO SYSTEMS INCCSCOTechnology309,492$21.2M1.47%
AMPHENOL CORP-CL AAPHTechnology170,821$21.1M1.47%
ECOLAB INCECLBasic Materials73,214$20.1M1.39%
PARKER-HANNIFIN CORPPHIndustrials24,807 8.8M1.30%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology64,622 8.2M1.27%
CHEVRON CORPCHVEnergy113,557 7.6M1.22%
PEPSICO INCPEPConsumer Defensive125,238 7.6M1.22%