Kanawha Capital Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), Kanawha Capital Management LLC reported 228 stock positions worth $1.5 billion. Its top holding was Apple (AAPL) at 5.8% of the portfolio, followed by Microsoft (MSFT, 5.0%) and Alphabet Class A (GOOGL, 3.6%). Compared with Q1 2026, it opened 10 new positions, sold out of 4, added to 82 and reduced 97. The biggest buy was Amphenol Class A (APH, shares +0%) and the biggest sale Chevron (CVX, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001164478
- Portfolio Value
- $1.5B (Q2 2026)
- SEC Filing
- 0001164478-26-000004 ↗ filed Jul 28, 2026
Holdings Value
Holdings 228 stocks · $1.5B
| AAPL Apple Inc. | 5.84% | 309,855 | $89.7M | Reduce -0.7% |
| MSFT Microsoft Corp. | 4.95% | 203,939 | $76.1M | Add +1.2% |
| GOOGL Alphabet Inc. Class A | 3.58% | 153,997 | $55.0M | Reduce -1.8% |
| JPM JPMorgan Chase & Co. | 2.91% | 136,735 | $44.8M | Reduce -0.2% |
| IVV iShares Core S&P 500 ETF | 2.53% | 51,958 | $38.9M | Reduce -0.8% |
| JNJ Johnson & Johnson | 2.46% | 148,501 | $37.7M | Reduce -0.2% |
| CSCO Cisco Systems Inc. | 2.38% | 311,656 | $36.6M | Reduce -0.9% |
| LOW Lowe's Cos Inc. | 2.38% | 165,777 | $36.6M | Reduce -1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.36% | 72,484 | $36.3M | Add +1.0% |
| ABBV Abbvie Inc. | 2.32% | 141,643 | $35.6M | Reduce -0.1% |
| RTX RTX Corp. | 2.12% | 171,251 | $32.5M | Add +0.4% |
| IJH iShares Core S&P Midcap ETF | 2.01% | 400,343 | $30.9M | Add +0.1% |
| VEA Vanguard Ftse Developed ETF | 2.00% | 431,372 | $30.7M | Add +0.8% |
| APH Amphenol Corp. Class A | 1.99% | 173,032 | $30.5M | Add +0.2% |
| CAT Caterpillar Inc. | 1.87% | 26,940 | $28.7M | Reduce -1.6% |
| PG The Procter & Gamble Co. | 1.80% | 188,842 | $27.7M | Reduce -0.1% |
| ORCL Oracle Corp. | 1.70% | 178,555 | $26.2M | Add +0.0% |
| ADP Automatic Data Processing | 1.69% | 115,914 | $26.0M | Add +1.9% |
| ITW Illinois Tool Works | 1.55% | 87,769 | $23.7M | Reduce -0.0% |
| PH Parker Hannifin Corp. | 1.52% | 23,929 | $23.4M | Add +0.1% |
| MCD McDonald's Corp. | 1.43% | 81,424 | $22.0M | Add +0.8% |
| AMZN Amazon.com Inc. | 1.40% | 90,267 | $21.5M | Add +9.7% |
| IWM iShares Russell 2000 ETF | 1.38% | 70,704 | $21.2M | Reduce -1.2% |
| ECL Ecolab Inc. | 1.38% | 75,816 | $21.1M | Add +1.6% |
| CB Chubb Ltd. | 1.34% | 60,225 | $20.5M | Add +0.2% |
| XOM Exxon Mobil Corp. | 1.29% | 144,454 | $19.7M | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.28% | 70,167 | $19.7M | Add +5.3% |
| COST Costco Wholesale Corp. | 1.23% | 20,146 | $18.8M | Add +2.0% |
| CVX Chevron Corp. | 1.22% | 112,882 | $18.7M | Reduce -0.8% |
| ABT Abbott Laboratories | 1.16% | 195,676 | $17.8M | Add +7.3% |
| PEP Pepsico Inc. | 1.12% | 127,257 | $17.2M | Reduce -0.2% |
| QCOM Qualcomm Inc. | 1.05% | 87,076 | $16.1M | Add +0.3% |
| D Dominion Energy Inc. | 1.02% | 229,458 | $15.7M | Add +1.4% |
| NSC Norfolk Southern Corp. | 1.01% | 49,360 | $15.5M | Reduce -1.3% |
| USB US Bancorp | 1.00% | 253,129 | $15.3M | Add +0.9% |
| KO The Coca-Cola Co. | 0.96% | 182,330 | $14.8M | Add +0.0% |
| APD Air Products & Chemicals Inc. | 0.92% | 48,280 | $14.2M | Add +0.8% |
| SO The Southern Co. | 0.84% | 135,332 | $13.0M | Add +1.3% |
| NVDA Nvidia Corp. | 0.83% | 63,547 | $12.7M | Add +2.1% |
| XLK SS Technology Select Sector | 0.82% | 66,030 | $12.6M | Add +0.2% |
| AVGO Broadcom Inc. | 0.74% | 30,130 | $11.4M | Add +3.8% |
| VZ Verizon Communications Inc. | 0.73% | 264,346 | $11.2M | Add +0.8% |
| MDT Medtronic PLC | 0.69% | 135,858 | $10.6M | Add +4.3% |
| EMR Emerson Electric Co. | 0.66% | 71,196 | $10.2M | Reduce -0.5% |
| MMM 3M Co. | 0.66% | 62,943 | $10.2M | Reduce -1.7% |
| BDX Becton Dickinson and Co. | 0.63% | 64,346 | $9.7M | Reduce -3.8% |
| CARR Carrier Global Corp. | 0.63% | 131,968 | $9.7M | Reduce -0.8% |
| LLY Eli Lilly & Co. | 0.63% | 8,046 | $9.7M | Add +7.4% |
| HD Home Depot Inc. | 0.62% | 26,918 | $9.5M | Add +0.3% |
| TGT Target Corp. | 0.61% | 71,229 | $9.3M | Reduce -0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.60% | 12,344 | $9.2M | Reduce -0.3% |
| SPGI S&P Global Inc. | 0.56% | 20,984 | $8.5M | Add +1.1% |
| DE Deere & Co. | 0.54% | 13,100 | $8.3M | Reduce -3.0% |
| WMT Walmart Inc. | 0.54% | 72,865 | $8.3M | Add +1.8% |
| TFC Truist Financial Corp. | 0.51% | 157,931 | $7.9M | Reduce -5.4% |
| VNQ Vanguard Real Estate ETF | 0.51% | 81,206 | $7.8M | Add +1.1% |
| COF Capital One Financial Corp. | 0.50% | 37,906 | $7.6M | Reduce -1.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.49% | 84,787 | $7.5M | Add +7.1% |
| VONV Vanguard Russell 1000 Value | 0.47% | 67,659 | $7.2M | Add +3.5% |
| IJR iShares Core S&P Small-Cap E | 0.47% | 48,267 | $7.2M | Add +2.0% |
| PFE Pfizer Inc. | 0.46% | 290,647 | $7.0M | Add +0.0% |
| AXP American Express Co. | 0.45% | 20,417 | $6.9M | Add +15.4% |
| CL Colgate-Palmolive Co. | 0.44% | 73,839 | $6.8M | Reduce -0.1% |
| VWO Vanguard Ftse Emerging Marke | 0.43% | 111,533 | $6.7M | Reduce -0.7% |
| BLK BlackRock Inc. | 0.43% | 6,790 | $6.5M | Add +4.6% |
| NDAQ Nasdaq Inc. | 0.42% | 81,131 | $6.4M | Reduce -0.7% |
| BSV Vanguard Short-Term Bond ETF | 0.37% | 73,259 | $5.7M | Reduce -0.3% |
| NKE Nike Inc. Class B | 0.37% | 136,852 | $5.6M | Reduce -27.1% |
| NTRS Northern Trust Corp. | 0.36% | 31,541 | $5.5M | Reduce -1.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.34% | 7,186 | $5.3M | Reduce -0.3% |
| XYL Xylem Inc. | 0.34% | 44,620 | $5.3M | Add +5.8% |
| NFLX Netflix Inc. | 0.33% | 71,305 | $5.1M | Add +22.3% |
| GPC Genuine Parts Co. | 0.32% | 41,252 | $4.9M | Add +9.5% |
| MET Metlife Inc. | 0.28% | 50,617 | $4.3M | Reduce -4.5% |
| COP Conocophillips | 0.27% | 39,362 | $4.1M | Add +0.3% |
| GE General Electric filed as GE AEROSPACE | 0.25% | 10,405 | $3.9M | Add +1.5% |
| INTC Intel Corp. | 0.21% | 23,034 | $3.2M | Reduce -12.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.20% | 31,497 | $3.0M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 0.19% | 8,225 | $2.9M | Add +6.3% |
| OTIS Otis Worldwide Corp. | 0.19% | 40,338 | $2.9M | Reduce -4.4% |
| UNH Unitedhealth Group Inc. | 0.18% | 6,807 | $2.8M | Add +11.9% |
| BNY Bank of New York Mellon Corp. | 0.18% | 19,531 | $2.8M | Reduce -4.5% |
| AMAT Applied Materials Inc. | 0.18% | 3,896 | $2.8M | Add +12.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 27,730 | $2.7M | Reduce -7.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.17% | 31,495 | $2.6M | Reduce -0.2% |
| KMB Kimberly-Clark Corp. | 0.17% | 23,887 | $2.6M | Reduce -3.3% |
| T AT&T Inc. | 0.17% | 122,951 | $2.5M | Add +0.5% |
| DELL Dell Technologies -C | 0.17% | 5,893 | $2.5M | Reduce -2.9% |
| IAU iShares Gold Trust | 0.16% | 33,544 | $2.5M | Add +16.6% |
| GEV GE Vernova Inc. | 0.16% | 2,143 | $2.5M | Reduce -0.2% |
| XLV SS Health Care Select Sector | 0.16% | 15,208 | $2.4M | No change |
| BMY Bristol-Myers Squibb Co. | 0.15% | 40,741 | $2.3M | Reduce -5.8% |
| TXN Texas Instruments Inc. | 0.15% | 7,760 | $2.3M | Add +0.2% |
| SHEL Shell PLC-ADR | 0.15% | 29,636 | $2.3M | Reduce -5.1% |
| IWP iShares Russell Mid-Cap Grow | 0.15% | 15,474 | $2.3M | Reduce -1.6% |
| TT Trane Technologies PLC | 0.15% | 4,584 | $2.3M | Reduce -0.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.15% | 3 | $2.2M | No change |
| XLF SS Financial Select Sector | 0.14% | 39,787 | $2.1M | Reduce -0.8% |
| CSX CSX Corp. | 0.14% | 44,657 | $2.1M | Add +0.0% |
| IWD iShares Russell 1000 Value E | 0.14% | 8,691 | $2.1M | Reduce -10.1% |
Portfolio Sells Q1 2026 → Q2 2026
| CVX Chevron Corp. | Reduce -0.8% | 1.22% | −0.44 |
| LOW Lowe's Cos Inc. | Reduce -1.6% | 2.38% | −0.42 |
| AFL Aflac Inc. | Reduce -89.9% | 0.04% | −0.39 |
| NKE Nike Inc. Class B | Reduce -27.1% | 0.37% | −0.33 |
| PEP Pepsico Inc. | Reduce -0.2% | 1.12% | −0.27 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 1.80% | −0.12 |
| BDX Becton Dickinson and Co. | Reduce -3.8% | 0.63% | −0.11 |
| JNJ Johnson & Johnson | Reduce -0.2% | 2.46% | −0.11 |
| NDAQ Nasdaq Inc. | Reduce -0.7% | 0.42% | −0.07 |
| ITW Illinois Tool Works | Reduce -0.0% | 1.55% | −0.06 |
| SHEL Shell PLC-ADR | Reduce -5.1% | 0.15% | −0.06 |
| ACN Accenture PLC Class A | Reduce -0.1% | 0.07% | −0.05 |
| OTIS Otis Worldwide Corp. | Reduce -4.4% | 0.19% | −0.04 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.3% | 0.37% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -5.8% | 0.15% | −0.03 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.03 |
| DIS The Walt Disney Co. | Reduce -7.4% | 0.17% | −0.03 |
| TFC Truist Financial Corp. | Reduce -5.4% | 0.51% | −0.03 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.03 |
| GLD SPDR Gold Shares | Reduce -12.2% | 0.06% | −0.03 |
| AIT Applied Industrial Tech Inc. | Reduce -48.6% | 0.04% | −0.02 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.02 |
| WAT Waters Corp. | Reduce -28.4% | 0.11% | −0.02 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.02 |
| SLB SLB Ltd. | Reduce -1.0% | 0.08% | −0.02 |
| XLE SS Energy Select Sector | Reduce -0.6% | 0.05% | −0.01 |
| BP BP PLC-Spons ADR | Reduce -7.9% | 0.02% | −0.01 |
| UL Unilever PLC-Sponsored ADR | Reduce -4.8% | 0.14% | −0.01 |
| PEG Public Service Enterprise GP | Reduce -1.0% | 0.11% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -6.4% | 0.11% | −0.01 |
| FLOT iShares Floating Rate Bond E | Reduce -1.5% | 0.09% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -10.1% | 0.14% | −0.01 |
| MCK McKesson Corp. | Reduce -1.3% | 0.03% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -4.9% | 0.05% | −0.01 |
| KR Kroger Co. | Reduce -4.0% | 0.01% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -1.1% | 0.06% | −0.01 |
| VAW Vanguard Materials ETF | Reduce -2.2% | 0.07% | −0.01 |
| YUM Yum! Brands Inc. | Reduce -11.2% | 0.03% | −0.01 |
| DVY iShares Select Dividend ETF | Reduce -2.0% | 0.08% | −0.01 |
| TGT Target Corp. | Reduce -0.4% | 0.61% | −0.01 |
| CLX Clorox Company | Reduce -2.7% | 0.02% | −0.00 |
| BIV Vanguard Intermediate-Term B | Reduce -3.3% | 0.04% | −0.00 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.2% | 0.08% | −0.00 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.8% | 0.04% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.7% | 0.06% | −0.00 |
| DOV Dover Corp. | Reduce -3.0% | 0.11% | −0.00 |
| KVUE Kenvue Inc. | Reduce -5.5% | 0.09% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.1% | 0.20% | −0.00 |
| CL Colgate-Palmolive Co. | Reduce -0.1% | 0.44% | −0.00 |
| VOX Vanguard Communication Servi | Reduce -6.4% | 0.02% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| APH Amphenol Corp. Class A | Add +0.2% | 1.99% | +0.45 |
| QCOM Qualcomm Inc. | Add +0.3% | 1.05% | +0.26 |
| XLK SS Technology Select Sector | Add +0.2% | 0.82% | +0.20 |
| AMZN Amazon.com Inc. | Add +9.7% | 1.40% | +0.19 |
| IBM Intl Business Machines Corp. | Add +5.3% | 1.28% | +0.15 |
| LLY Eli Lilly & Co. | Add +7.4% | 0.63% | +0.14 |
| HONA Honeywell Aerospace Inc. | Add +1302.2% | 0.14% | +0.13 |
| AVGO Broadcom Inc. | Add +3.8% | 0.74% | +0.11 |
| IJH iShares Core S&P Midcap ETF | Add +0.1% | 2.01% | +0.11 |
| AMAT Applied Materials Inc. | Add +12.2% | 0.18% | +0.10 |
| USB US Bancorp | Add +0.9% | 1.00% | +0.08 |
| AXP American Express Co. | Add +15.4% | 0.45% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +0.8% | 2.00% | +0.07 |
| UNH Unitedhealth Group Inc. | Add +11.9% | 0.18% | +0.07 |
| NVDA Nvidia Corp. | Add +2.1% | 0.83% | +0.06 |
| ADP Automatic Data Processing | Add +1.9% | 1.69% | +0.06 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +7.1% | 0.49% | +0.06 |
| IJR iShares Core S&P Small-Cap E | Add +2.0% | 0.47% | +0.05 |
| GE General Electric | Add +1.5% | 0.25% | +0.05 |
| TXN Texas Instruments Inc. | Add +0.2% | 0.15% | +0.04 |
| VONV Vanguard Russell 1000 Value | Add +3.5% | 0.47% | +0.04 |
| GPC Genuine Parts Co. | Add +9.5% | 0.32% | +0.04 |
| D Dominion Energy Inc. | Add +1.4% | 1.02% | +0.03 |
| MU Micron Technology Inc. | Add +0.9% | 0.05% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +6.3% | 0.19% | +0.03 |
| ROM Proshares Ultra Technology | New | 0.02% | +0.02 |
| LRCX Lam Research Corp. | New | 0.02% | +0.02 |
| CVS CVS Health Corp. | New | 0.02% | +0.02 |
| PH Parker Hannifin Corp. | Add +0.1% | 1.52% | +0.02 |
| NXPI NXP Semiconductors NV | New | 0.02% | +0.02 |
| PGR Progressive Corp. | New | 0.01% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.01% | +0.01 |
| KMI Kinder Morgan Inc. | New | 0.01% | +0.01 |
| ADI Analog Devices Inc. | New | 0.01% | +0.01 |
| IBB iShares Biotechnology ETF | Add +7.2% | 0.13% | +0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | New | 0.01% | +0.01 |
| MAS Masco Corp. | New | 0.01% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +19.0% | 0.04% | +0.01 |
| XLC SS Comm Select Sector SPDR | Add +92.5% | 0.03% | +0.01 |
| BAC Bank of America Corp. | Add +8.7% | 0.08% | +0.01 |
| CSX CSX Corp. | Add +0.0% | 0.14% | +0.01 |
| TRV The Travelers Cos Inc. | Add +5.5% | 0.08% | +0.01 |
| ETN Eaton Corp. PLC | Add +19.3% | 0.03% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +1.1% | 0.51% | +0.01 |
| AMGN Amgen Inc. | Add +20.2% | 0.06% | +0.01 |
| Q Qnity Electronics Inc. | Add +0.2% | 0.03% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +2.6% | 0.02% | +0.01 |
| UNP Union Pacific Corp. | Add +3.4% | 0.08% | +0.01 |
| AYI Acuity Inc. | Add +0.3% | 0.03% | +0.01 |
| WFC Wells Fargo & Co. | Add +10.9% | 0.08% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 228 | $1.5B | AAPL, MSFT, GOOGL, JPM, IVV |
| Q1 2026 | 221 | $1.4B | AAPL, MSFT, GOOGL, JPM, LOW |
| Q4 2025 | 221 | $1.5B | MSFT, AAPL, GOOGL, JPM, LOW |
| Q3 2025 | 216 | $1.4B | MSFT, AAPL, ORCL, JPM, LOW |
| Q2 2025 | 213 | $1.3B | MSFT, AAPL, ORCL, JPM, LOW |
| Q1 2025 | 212 | $1.3B | MSFT, AAPL, LOW, BRK.B, ADP |
| Q4 2024 | 210 | $1.3B | MSFT, AAPL, LOW, ADP, BRK.B |
| Q3 2024 | 230 | $1.4B | MSFT, AAPL, LOW, ORCL, BRK.B |
| Q2 2024 | 229 | $1.3B | MSFT, AAPL, LOW, IVV, PG |
| Q1 2024 | 218 | $1.3B | MSFT, AAPL, LOW, BRK.B, ADP |