KANAWHA CAPITAL MANAGEMENT LLC
CIK: 0001164478SEC EDGAR →
Portfolio Value
$1.5B
Holdings
221
As of
Q4 2025
New Positions
221
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 199,470 | $96.5M | 6.65% |
| 2 | APPLE INC | 313,844 | $85.3M | 5.88% |
| 3 | ALPHABET INC | 158,728 | $49.7M | 3.42% |
| 4 | JPMORGAN CHASE & CO. | 136,347 | $43.9M | 3.03% |
| 5 | LOWES COS INC | 169,357 | $40.8M | 2.81% |
| 6 | ORACLE CORP | 189,140 | $36.9M | 2.54% |
| 7 | BERKSHIRE HATHAWAY INC DEL | 73,076 | $36.7M | 2.53% |
| 8 | ISHARES TR | 52,911 | $36.2M | 2.50% |
| 9 | ABBVIE INC | 142,080 | $32.5M | 2.24% |
| 10 | RTX CORPORATION | 170,368 | $31.2M | 2.15% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (221)
$96.5M · 199K shares
$85.3M · 314K shares
$49.7M · 159K shares
$43.9M · 136K shares
$40.8M · 169K shares
$36.9M · 189K shares
$36.7M · 73K shares
$36.2M · 53K shares
$32.5M · 142K shares
$31.2M · 170K shares
$30.7M · 148K shares
$29.1M · 113K shares
$26.4M · 400K shares
$26.2M · 183K shares
$25.1M · 82K shares
$23.8M · 309K shares
$23.3M · 373K shares
$22.8M · 168K shares
$22.5M · 179K shares
$21.7M · 88K shares
$21.4M · 24K shares
$19.3M · 74K shares
$19.1M · 65K shares
$18.6M · 60K shares
$18.0M · 78K shares
$18.0M · 125K shares
$17.8M · 72K shares
$17.4M · 144K shares
$17.3M · 114K shares
$16.5M · 19K shares
$15.8M · 28K shares
$14.6M · 50K shares
$14.5M · 85K shares
$13.3M · 69K shares
$13.1M · 224K shares
$13.0M · 243K shares
$12.7M · 181K shares
$12.3M · 128K shares
$11.6M · 47K shares
$11.2M · 129K shares
$11.2M · 176K shares
$10.9M · 59K shares
$10.5M · 66K shares
$10.3M · 254K shares
$9.9M · 29K shares
$9.7M · 68K shares
$9.6M · 72K shares
$9.5M · 39K shares
$9.2M · 27K shares
$9.0M · 183K shares
$8.4M · 77K shares
$8.4M · 16K shares
$8.3M · 12K shares
$8.0M · 82K shares
$7.8M · 70K shares
$7.6M · 78K shares
$7.3M · 138K shares
$7.1M · 7K shares
$7.0M · 80K shares
$6.9M · 6K shares
$6.6M · 265K shares
$6.4M · 14K shares
$6.2M · 17K shares
$6.1M · 113K shares
$5.9M · 74K shares
$5.8M · 51K shares
$5.8M · 72K shares
$5.6M · 71K shares
$5.5M · 41K shares
$5.4M · 59K shares
$4.8M · 40K shares
$4.6M · 37K shares
$4.5M · 33K shares
$4.5M · 57K shares
$4.1M · 7K shares
$3.8M · 44K shares
$3.6M · 39K shares
$3.4M · 38K shares
$3.2M · 32K shares
$3.2M · 10K shares
$2.9M · 117K shares
$2.7M · 13K shares
$2.6M · 39K shares
$2.5M · 21K shares
$2.4M · 45K shares
$2.4M · 8K shares
$2.4M · 32K shares
$2.4M · 15K shares
$2.3M · 9K shares
$2.3M · 32K shares
$2.3M · 3 shares
$2.2M · 40K shares
$2.2M · 16K shares
$2.0M · 25K shares
$1.9M · 10K shares
$1.9M · 4K shares
$1.8M · 5K shares
$1.8M · 22K shares
$1.7M · 46K shares
$1.6M · 95K shares
$1.6M · 9K shares
$1.6M · 8K shares
$1.5M · 14K shares
$1.5M · 8K shares
$1.4M · 2K shares
$1.4M · 12K shares
$1.4M · 4K shares
$1.4M · 15K shares
$1.3M · 26K shares
$1.3M · 4K shares
$1.3M · 2K shares
$1.2M · 8K shares
$1.2M · 3K shares
$1.1M · 41K shares
$1.1M · 18K shares
$1.1M · 20K shares
$1.1M · 20K shares
$1.1M · 2K shares
$1.1M · 4K shares
$1.0M · 11K shares
$1.0M · 5K shares
$1.0M · 13K shares
$1.0M · 5K shares
$1.0M · 31K shares
$1.0M · 10K shares
$1.0M · 7K shares
$1.0M · 26K shares
$1.0M · 27K shares
$992K · 8K shares
$958K · 19K shares
$956K · 18K shares
$929K · 6K shares
$909K · 9K shares
$892K · 3K shares
$864K · 3K shares
$847K · 9K shares
$811K · 3K shares
$775K · 6K shares
$772K · 3K shares
$743K · 1K shares
$720K · 2K shares
$698K · 16K shares
$664K · 5K shares
$655K · 1K shares
$640K · 8K shares
$637K · 2K shares
$596K · 176 shares
$584K · 4K shares
$574K · 11K shares
$555K · 5K shares
$551K · 6K shares
$547K · 4K shares
$539K · 3K shares
$516K · 2K shares
$504K · 615 shares
$496K · 869 shares
$495K · 2K shares
$489K · 3K shares
$489K · 11K shares
$488K · 1K shares
$473K · 3K shares
$470K · 685 shares
$461K · 9K shares
$454K · 3K shares
$434K · 2K shares
$419K · 1K shares
$405K · 1K shares
$389K · 3K shares
$389K · 3K shares
$386K · 3K shares
$386K · 2K shares
$383K · 4K shares
$375K · 5K shares
$369K · 724 shares
$362K · 10K shares
$362K · 1K shares
$353K · 2K shares
$349K · 971 shares
$349K · 8K shares
$348K · 987 shares
$339K · 2K shares
$322K · 863 shares
$321K · 3K shares
$317K · 2K shares
$313K · 696 shares
$312K · 980 shares
$309K · 2K shares
$302K · 995 shares
$299K · 5K shares
$296K · 5K shares
$291K · 3K shares
$291K · 511 shares
$291K · 2K shares
$282K · 1K shares
$281K · 2K shares
$279K · 965 shares
$277K · 1K shares
$277K · 4K shares
$270K · 554 shares
$267K · 2K shares
$259K · 3K shares
$248K · 3K shares
$246K · 782 shares
$244K · 1K shares
$244K · 3K shares
$242K · 2K shares
$242K · 1K shares
$237K · 2K shares
$236K · 1K shares
$234K · 1K shares
$230K · 5K shares
$228K · 5K shares
$226K · 1K shares
$225K · 398 shares
$217K · 3K shares
$213K · 7K shares
$210K · 5K shares
$206K · 3K shares
$206K · 2K shares
$203K · 3K shares
$200K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 87 | $359.9M | 24.8% |
| Technology | 22 | $328.7M | 22.6% |
| Industrials | 30 | $191.6M | 13.2% |
| Healthcare | 16 | $133.7M | 9.2% |
| Consumer Cyclical | 9 | $110.4M | 7.6% |
| Consumer Defensive | 15 | $97.3M | 6.7% |
| Unknown | 13 | $63.5M | 4.4% |
| Communication Services | 6 | $61.9M | 4.3% |
| Energy | 8 | $42.6M | 2.9% |
| Basic Materials | 7 | $32.3M | 2.2% |
| Utilities | 7 | $29.1M | 2.0% |
| Real Estate | 1 | $234K | 0.0% |