KANAWHA CAPITAL MANAGEMENT LLC
CIK 0001164478 · RICHMOND, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.54B
2026 Q2
Positions
228
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
31.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AAPL
APPLE INC
5.8%
MSFT
MICROSOFT CORP
5.0%
GOOGL
ALPHABET INC
3.6%
JPM
JPMORGAN CHASE & CO
2.9%
IVV
ISHARES TR
2.5%
JNJ
JOHNSON & JOHNSON
2.5%
CSCO
CISCO SYS INC
2.4%
LOW
LOWES COS INC
2.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.