KANAWHA CAPITAL MANAGEMENT LLC
CIK: 1164478SEC EDGAR →
Portfolio Value
$305.1B
Holdings
221
As of
Q1 2026
New Positions
221
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 427,875 | $27.4B | 8.99% |
| 2 | ISHARES TR | 399,962 | $27.0B | 8.85% |
| 3 | CISCO SYS INC | 314,527 | $24.4B | 8.00% |
| 4 | DOMINION ENERGY INC | 226,222 | $14.0B | 4.58% |
| 5 | COCA COLA CO | 182,252 | $13.9B | 4.54% |
| 6 | VERIZON COMMUNICATIONS INC | 262,386 | $13.2B | 4.32% |
| 7 | US BANCORP | 250,962 | $13.1B | 4.28% |
| 8 | SOUTHERN CO | 133,603 | $12.9B | 4.23% |
| 9 | MEDTRONIC PLC | 130,323 | $11.3B | 3.70% |
| 10 | NIKE INC | 187,624 | $9.9B | 3.25% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 85 | $150.5B | 49.3% |
| Utilities | 6 | $28.6B | 9.4% |
| Consumer Defensive | 15 | $28.6B | 9.4% |
| Technology | 23 | $26.3B | 8.6% |
| Healthcare | 15 | $22.2B | 7.3% |
| Industrials | 31 | $14.1B | 4.6% |
| Communication Services | 6 | $12.1B | 4.0% |
| Consumer Cyclical | 9 | $10.0B | 3.3% |
| Unknown | 13 | $6.5B | 2.1% |
| Energy | 10 | $5.3B | 1.7% |
| Basic Materials | 7 | $855.3M | 0.3% |
| Real Estate | 1 | $249K | 0.0% |