Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KANAWHA CAPITAL MANAGEMENT LLC (CIK 1164478) reported $1.42B across 219 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($79.2M, 5.58%), MSFT ($74.6M, 5.26%), GOOGL ($45.1M, 3.18%), JPM ($40.3M, 2.84%), LOW ($39.8M, 2.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $79.2M | 5.58% | 312,060 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $74.6M | 5.26% | 201,580 | Added |
| 3 | GOOGL | ALPHABET INC | $45.1M | 3.18% | 156,794 | Trimmed |
| 4 | JPM | JPMORGAN CHASE & CO | $40.3M | 2.84% | 136,993 | Added |
| 5 | LOW | LOWES COS INC | $39.8M | 2.80% | 168,446 | Trimmed |
| 6 | JNJ | JOHNSON & JOHNSON | $36.4M | 2.56% | 148,759 | Added |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $34.4M | 2.42% | 71,787 | Trimmed |
| 8 | IVV | ISHARES TR | $34.2M | 2.41% | 52,380 | Trimmed |
| 9 | RTX | RTX CORPORATION | $32.9M | 2.32% | 170,515 | Added |
| 10 | ABBV | ABBVIE INC | $30.8M | 2.17% | 141,755 | Trimmed |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $27.4M | 1.93% | 427,875 | Added |
| 12 | PG | PROCTER & GAMBLE CO | $27.3M | 1.92% | 188,980 | Added |
| 13 | IJH | ISHARES TR | $27.0M | 1.90% | 399,962 | Trimmed |
| 14 | ORCL | ORACLE CORP | $26.3M | 1.85% | 178,527 | Trimmed |
| 15 | MCD | MCDONALDS CORP | $25.1M | 1.77% | 80,792 | Trimmed |
| 16 | XOM | EXXON MOBIL CORP | $24.5M | 1.73% | 144,279 | Trimmed |
| 17 | CSCO | CISCO SYS INC | $24.4M | 1.72% | 314,527 | Added |
| 18 | CVX | CHEVRON CORPORATION | $23.5M | 1.66% | 113,803 | Added |
| 19 | ADP | AUTOMATIC DATA PROCESSING IN | $23.1M | 1.63% | 113,768 | Added |
| 20 | ITW | ILLINOIS TOOL WKS INC | $22.8M | 1.61% | 87,781 | Trimmed |
| 21 | APH | AMPHENOL CORP | $21.8M | 1.54% | 172,717 | Added |
| 22 | PH | PARKER-HANNIFIN CORP | $21.4M | 1.51% | 23,892 | Trimmed |
| 23 | ECL | ECOLAB INC | $19.9M | 1.40% | 74,655 | Added |
| 24 | PEP | PEPSICO INC | $19.8M | 1.40% | 127,485 | Added |
| 25 | COST | COSTCO WHOLESALE CORPORATION | $19.7M | 1.39% | 19,744 | Added |
Source: SEC Form 13F filings · as of 2026-03-31