KANAWHA CAPITAL MANAGEMENT LLC
CIK: 1164478SEC EDGAR →
Portfolio Value
$321.4B
Holdings
228
As of
Q3 2026
New Positions
221
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 433,797 | $30.6B | 9.53% |
| 2 | AMPHENOL CORP | 346,251 | $29.2B | 9.08% |
| 3 | ISHARES TR | 400,565 | $28.8B | 8.97% |
| 4 | ABBOTT LABORATORIES | 199,671 | $19.7B | 6.14% |
| 5 | COCA COLA CO | 183,812 | $15.8B | 4.92% |
| 6 | US BANCORP | 255,001 | $14.7B | 4.58% |
| 7 | DOMINION ENERGY INC | 231,748 | $14.0B | 4.36% |
| 8 | VERIZON COMMUNICATIONS INC | 265,418 | $12.2B | 3.79% |
| 9 | MEDTRONIC PLC | 137,284 | $11.8B | 3.69% |
| 10 | SOUTHERN CO | 142,019 | $11.8B | 3.66% |
Quarterly Changes
Top Buys
New Positions (15)
$230.8M · 3K shares
$206.5M · 7K shares
MOBILITY GLOBAL INC
$175.3M · 10K shares
EXXONMOBIL HOLDINGS CORP
$23.8M · 146K shares
HONEYWELL AEROSPACE INC
$1.5M · 9K shares
SPACE EXPLORATION TECHN CORP
$1.3M · 9K shares
$825K · 4K shares
$463K · 2K shares
$304K · 2K shares
$229K · 1K shares
$226K · 689 shares
DUPONT DE NEMOURS INC
$210K · 2K shares
$208K · 524 shares
$206K · 996 shares
$201K · 846 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 88 | $152.1B | 47.3% |
| Healthcare | 15 | $42.3B | 13.2% |
| Consumer Defensive | 15 | $30.2B | 9.4% |
| Technology | 28 | $30.1B | 9.4% |
| Utilities | 5 | $27.1B | 8.4% |
| Industrials | 28 | $13.5B | 4.2% |
| Communication Services | 6 | $8.1B | 2.5% |
| Unknown | 18 | $7.0B | 2.2% |
| Consumer Cyclical | 8 | $5.4B | 1.7% |
| Energy | 10 | $5.0B | 1.6% |
| Basic Materials | 6 | $498.1M | 0.2% |
| Real Estate | 1 | $336K | 0.0% |