KANAWHA CAPITAL MANAGEMENT LLC

RICHMOND, VA · CIK 1164478 · 13F filing filed 2026-07-28

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyRichmond, VA

$1.5bn reported value +8.2% vs Q1 2026

228positions

31.7%in top 10

12 new 81 added 97 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	309,855	$89.7m5.84%	5.84%	Reduced -2.2k	-2,205 -0.7%
2	MICROSOFT CORP COM MSFT	MSFT	203,939	$76.1m4.95%	4.95%	Added +2.4k	+2,359 1.2%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	153,997	$55.0m3.58%	3.58%	Reduced -2.8k	-2,797 -1.8%
4	JPMORGAN CHASE & CO COM JPM	JPM	136,735	$44.8m2.91%	2.91%	Reduced -258	-258 -0.2%
5	ISHARES TR CORE S&P500 ETF IVV	IVV	51,958	$38.9m2.53%	2.53%	Reduced -422	-422 -0.8%
6	JOHNSON & JOHNSON COM JNJ	JNJ	148,501	$37.7m2.46%	2.46%	Reduced -258	-258 -0.2%
7	CISCO SYS INC COM CSCO	CSCO	311,656	$36.6m2.38%	2.38%	Reduced -2.9k	-2,871 -0.9%
8	LOWES COS INC COM LOW	LOW	165,777	$36.6m2.38%	2.38%	Reduced -2.7k	-2,669 -1.6%
9	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	72,484	$36.3m2.36%	2.36%	Added +697	+697 1.0%
10	ABBVIE INC COM ABBV	ABBV	141,643	$35.6m2.32%	2.32%	Reduced -112	-112 -0.1%
11	RTX CORPORATION COM RTX	RTX	171,251	$32.5m2.12%	2.12%	Added +736	+736 0.4%
12	ISHARES TR CORE S&P MCP ETF IJH	IJH	400,343	$30.9m2.01%	2.01%	Added +381	+381 0.1%
13	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	431,372	$30.7m2.00%	2.00%	Added +3.5k	+3,497 0.8%
14	AMPHENOL CORP CL A APH	APH	173,032	$30.5m1.99%	1.99%	Added +315	+315 0.2%
15	CATERPILLAR INC COM CAT	CAT	26,940	$28.7m1.87%	1.87%	Reduced -438	-438 -1.6%
16	PROCTER AND GAMBLE CO COM PG	PG	188,842	$27.7m1.80%	1.80%	Reduced -138	-138 -0.1%
17	ORACLE CORP COM ORCL	ORCL	178,555	$26.2m1.70%	1.70%	Added +28	+28 0.0%
18	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	115,914	$26.0m1.69%	1.69%	Added +2.1k	+2,146 1.9%
19	ILLINOIS TOOL WKS INC COM ITW	ITW	87,769	$23.7m1.55%	1.55%	Reduced -12	-12 -0.0%
20	PARKER-HANNIFIN CORP COM PH	PH	23,929	$23.4m1.52%	1.52%	Added +37	+37 0.1%
21	MCDONALDS CORP COM MCD	MCD	81,424	$22.0m1.43%	1.43%	Added +632	+632 0.8%
22	AMAZON COM INC COM AMZN	AMZN	90,267	$21.5m1.40%	1.40%	Added +8.0k	+7,956 9.7%
23	ISHARES TR RUSSELL 2000 ETF IWM	IWM	70,704	$21.2m1.38%	1.38%	Reduced -854	-854 -1.2%
24	ECOLAB INC COM ECL	ECL	75,816	$21.1m1.38%	1.38%	Added +1.2k	+1,161 1.6%
25	CHUBB LIMITED COM CB	CB	60,225	$20.5m1.34%	1.34%	Added +113	+113 0.2%
26	EXXON MOBIL CORP COM XOM	XOM	144,454	$19.7m1.29%	1.29%	Added +175	+175 0.1%
27	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	70,167	$19.7m1.28%	1.28%	Added +3.5k	+3,539 5.3%
28	COSTCO WHSL CORP NEW COM COST	COST	20,146	$18.8m1.23%	1.23%	Added +402	+402 2.0%
29	CHEVRON CORP NEW COM CVX	CVX	112,882	$18.7m1.22%	1.22%	Reduced -921	-921 -0.8%
30	ABBOTT LABS COM ABT	ABT	195,676	$17.8m1.16%	1.16%	Added +13.4k	+13,392 7.3%
31	PEPSICO INC COM PEP	PEP	127,257	$17.2m1.12%	1.12%	Reduced -228	-228 -0.2%
32	QUALCOMM INC COM QCOM	QCOM	87,076	$16.1m1.05%	1.05%	Added +272	+272 0.3%
33	DOMINION ENERGY INC COM D	D	229,458	$15.7m1.02%	1.02%	Added +3.2k	+3,236 1.4%
34	NORFOLK SOUTHN CORP COM NSC	NSC	49,360	$15.5m1.01%	1.01%	Reduced -651	-651 -1.3%
35	US BANCORP DEL COM NEW USB	USB	253,129	$15.3m1.00%	1.00%	Added +2.2k	+2,167 0.9%
36	COCA COLA CO COM KO	KO	182,330	$14.8m0.96%	0.96%	Added +78	+78 0.0%
37	AIR PRODS & CHEMS INC COM APD	APD	48,280	$14.2m0.92%	0.92%	Added +394	+394 0.8%
38	SOUTHERN CO COM SO	SO	135,332	$13.0m0.84%	0.84%	Added +1.7k	+1,729 1.3%
39	NVIDIA CORPORATION COM NVDA	NVDA	63,547	$12.7m0.83%	0.83%	Added +1.3k	+1,303 2.1%
40	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	66,030	$12.6m0.82%	0.82%	Added +130	+130 0.2%
41	BROADCOM INC COM AVGO	AVGO	30,130	$11.4m0.74%	0.74%	Added +1.1k	+1,107 3.8%
42	VERIZON COMMUNICATIONS INC COM VZ	VZ	264,346	$11.2m0.73%	0.73%	Added +2.0k	+1,960 0.8%
43	MEDTRONIC PLC SHS MDT	MDT	135,858	$10.6m0.69%	0.69%	Added +5.5k	+5,535 4.2%
44	EMERSON ELEC CO COM EMR	EMR	71,196	$10.2m0.66%	0.66%	Reduced -383	-383 -0.5%
45	3M CO COM MMM	MMM	62,943	$10.2m0.66%	0.66%	Reduced -1.1k	-1,063 -1.7%
46	BECTON DICKINSON & CO COM BDX	BDX	64,346	$9.7m0.63%	0.63%	Reduced -2.5k	-2,527 -3.8%
47	CARRIER GLOBAL CORPORATION COM CARR	CARR	131,968	$9.7m0.63%	0.63%	Reduced -1.1k	-1,087 -0.8%
48	ELI LILLY & CO COM LLY	LLY	8,046	$9.7m0.63%	0.63%	Added +553	+553 7.4%
49	HOME DEPOT INC COM HD	HD	26,918	$9.5m0.62%	0.62%	Added +69	+69 0.3%
50	TARGET CORP COM TGT	TGT	71,229	$9.3m0.61%	0.61%	Reduced -315	-315 -0.4%
51	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	12,344	$9.2m0.60%	0.60%	Reduced -31	-31 -0.2%
52	S&P GLOBAL INC COM SPGI	SPGI	20,984	$8.5m0.56%	0.56%	Added +238	+238 1.1%
53	DEERE & CO COM DE	DE	13,100	$8.3m0.54%	0.54%	Reduced -411	-411 -3.0%
54	WALMART INC COM WMT	WMT	72,865	$8.3m0.54%	0.54%	Added +1.3k	+1,275 1.8%
55	TRUIST FINL CORP COM TFC	TFC	157,931	$7.9m0.51%	0.51%	Reduced -9.1k	-9,069 -5.4%
56	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	81,206	$7.8m0.51%	0.51%	Added +864	+864 1.1%
57	CAPITAL ONE FINL CORP COM COF	COF	37,906	$7.6m0.50%	0.50%	Reduced -717	-717 -1.9%
58	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	84,787	$7.5m0.49%	0.49%	Added +5.7k	+5,652 7.1%
59	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	67,659	$7.2m0.47%	0.47%	Added +2.3k	+2,282 3.5%
60	ISHARES TR CORE S&P SCP ETF IJR	IJR	48,267	$7.2m0.47%	0.47%	Added +942	+942 2.0%
61	PFIZER INC COM PFE	PFE	290,647	$7.0m0.46%	0.46%	Added +62	+62 0.0%
62	AMERICAN EXPRESS CO COM AXP	AXP	20,417	$6.9m0.45%	0.45%	Added +2.7k	+2,732 15.4%
63	COLGATE PALMOLIVE CO COM CL	CL	73,839	$6.8m0.44%	0.44%	Reduced -34	-34 -0.1%
64	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	111,533	$6.7m0.43%	0.43%	Reduced -740	-740 -0.7%
65	BLACKROCK INC COM BLK	BLK	6,790	$6.5m0.43%	0.43%	Added +298	+298 4.6%
66	NASDAQ INC COM NDAQ	NDAQ	81,131	$6.4m0.42%	0.42%	Reduced -590	-590 -0.7%
67	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	73,259	$5.7m0.37%	0.37%	Reduced -221	-221 -0.3%
68	NIKE INC CL B NKE	NKE	136,852	$5.6m0.37%	0.37%	Reduced -50.8k	-50,772 -27.1%
69	NORTHERN TR CORP COM NTRS	NTRS	31,541	$5.5m0.36%	0.36%	Reduced -450	-450 -1.4%
70	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	7,186	$5.3m0.34%	0.34%	Reduced -22	-22 -0.3%
71	XYLEM INC COM XYL	XYL	44,620	$5.3m0.34%	0.34%	Added +2.4k	+2,440 5.8%
72	NETFLIX INC COM NFLX	NFLX	71,305	$5.1m0.33%	0.33%	Added +13.0k	+12,993 22.3%
73	GENUINE PARTS CO COM GPC	GPC	41,252	$4.9m0.32%	0.32%	Added +3.6k	+3,579 9.5%
74	METLIFE INC COM MET	MET	50,617	$4.3m0.28%	0.28%	Reduced -2.4k	-2,395 -4.5%
75	CONOCOPHILLIPS COM COP	COP	39,362	$4.1m0.27%	0.27%	Added +106	+106 0.3%
76	GE AEROSPACE COM NEW GE	GE	10,405	$3.9m0.25%	0.25%	Added +155	+155 1.5%
77	INTEL CORP COM INTC	INTC	23,034	$3.2m0.21%	0.21%	Reduced -3.2k	-3,234 -12.3%
78	ISHARES TR CORE MSCI EAFE IEFA	IEFA	31,497	$3.0m0.20%	0.20%	Reduced -35	-35 -0.1%
79	ALPHABET INC CAP STK CL C GOOG	GOOG	8,225	$2.9m0.19%	0.19%	Added +486	+486 6.3%
80	OTIS WORLDWIDE CORP COM OTIS	OTIS	40,338	$2.9m0.19%	0.19%	Reduced -1.8k	-1,846 -4.4%
81	UNITEDHEALTH GROUP INC COM UNH	UNH	6,807	$2.8m0.18%	0.18%	Added +724	+724 11.9%
82	BANK NEW YORK MELLON CORP COM BNY	BNY	19,531	$2.8m0.18%	0.18%	Reduced -923	-923 -4.5%
83	APPLIED MATLS INC COM AMAT	AMAT	3,896	$2.8m0.18%	0.18%	Added +424	+424 12.2%
84	DISNEY WALT CO COM DIS	DIS	27,730	$2.7m0.17%	0.17%	Reduced -2.2k	-2,226 -7.4%
85	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	31,495	$2.6m0.17%	0.17%	Reduced -50	-50 -0.2%
86	KIMBERLY-CLARK CORP COM KMB	KMB	23,887	$2.6m0.17%	0.17%	Reduced -815	-815 -3.3%
87	AT&T INC COM T	T	122,951	$2.5m0.17%	0.17%	Added +653	+653 0.5%
88	DELL TECHNOLOGIES INC CL C DELL	DELL	5,893	$2.5m0.17%	0.17%	Reduced -175	-175 -2.9%
89	ISHARES GOLD TR ISHARES NEW IAU	IAU	33,544	$2.5m0.16%	0.16%	Added +4.8k	+4,781 16.6%
90	GE VERNOVA INC COM GEV	GEV	2,143	$2.5m0.16%	0.16%	Reduced -4	-4 -0.2%
91	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	15,208	$2.4m0.16%	0.16%	Unchanged
92	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	40,741	$2.3m0.15%	0.15%	Reduced -2.5k	-2,493 -5.8%
93	TEXAS INSTRS INC COM TXN	TXN	7,760	$2.3m0.15%	0.15%	Added +14	+14 0.2%
94	SHELL PLC SPON ADS SHEL	SHEL	29,636	$2.3m0.15%	0.15%	Reduced -1.6k	-1,604 -5.1%
95	ISHARES TR RUS MD CP GR ETF IWP	IWP	15,474	$2.3m0.15%	0.15%	Reduced -250	-250 -1.6%
96	TRANE TECHNOLOGIES PLC SHS TT	TT	4,584	$2.3m0.15%	0.15%	Reduced -20	-20 -0.4%
97	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	3	$2.2m0.15%	0.15%	Unchanged
98	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	39,787	$2.1m0.14%	0.14%	Reduced -300	-300 -0.8%
99	CSX CORP COM CSX	CSX	44,657	$2.1m0.14%	0.14%	Added +18	+18 0.0%
100	ISHARES TR RUS 1000 VAL ETF IWD	IWD	8,691	$2.1m0.14%	0.14%	Reduced -973	-973 -10.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
AUTOZONE INC AZO	AZO	130	$439.1k130 shares
AUTODESK INC ADSK	ADSK	1,674	$400.8k1.7k shares
HONEYWELL INTL INC		674	$304.7k674 shares
ADOBE INC ADBE	ADBE	1,031	$250.6k1.0k shares
DUPONT DE NEMOURS INC DWDP	DWDP	1,620	$222.5k1.6k shares