Kanawha Capital Management LLC holds a diversified book of 228 stocks worth $1.5B as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Honeywell Aerospace Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 6% of the equity book. Cloning the disclosed picks since 2024 would be +23% (+12.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1164478/holdings"
Use Arkolith to show KANAWHA CAPITAL MANAGEMENT LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.7 points over this window.
Growth of $10,000 cloning Kanawha Capital Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
84% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $89.7M | 309.9K | 5.8% | ▼−0.7% Reduced · −2K sh | |
| 2 | Microsoft Corp COM | $76.1M | 203.9K | 5.0% | ▲+1.2% Added · +2K sh | |
| 3 | Alphabet Inc CAP STK CL A | $55.0M | 154.0K | 3.6% | ▼−1.8% Reduced · −3K sh | |
| 4 | JPMorgan Chase & Co COM | $44.8M | 136.7K | 2.9% | ▼−0.2% Reduced · −258 sh | |
| 5 | Ishares TR CORE S&P500 ETF | $38.9M | 52.0K | 2.5% | ▼−0.8% Reduced · −422 sh | |
| 6 | Johnson & Johnson COM | $37.7M | 148.5K | 2.5% | ▼−0.2% Reduced · −258 sh | |
| 7 | Cisco Sys Inc COM | $36.6M | 311.7K | 2.4% | ▼−0.9% Reduced · −3K sh | |
| 8 | Lowes Cos Inc COM | $36.6M | 165.8K | 2.4% | ▼−1.6% Reduced · −3K sh | |
| 9 | Berkshire Hathaway Inc Del CL B NEW | $36.3M | 72.5K | 2.4% | ▲+1.0% Added · +697 sh | |
| 10 | Abbvie Inc COM | $35.6M | 141.6K | 2.3% | ▼−0.1% Reduced · −112 sh | |
| 11 | RTX Corporation COM | $32.5M | 171.3K | 2.1% | ▲+0.4% Added · +736 sh | |
| 12 | Ishares TR CORE S&P MCP ETF | $30.9M | 400.3K | 2.0% | ▲+0.1% Added · +381 sh | |
| 13 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $30.7M | 431.4K | 2.0% | ▲+0.8% Added · +3K sh | |
| 14 | Amphenol Corp CL A | $30.5M | 173.0K | 2.0% | ▲+0.2% Added · +315 sh | |
| 15 | Caterpillar Inc COM | $28.7M | 26.9K | 1.9% | ▼−1.6% Reduced · −438 sh | |
| 16 | Procter & Gamble Co COM | $27.7M | 188.8K | 1.8% | ▼−0.1% Reduced · −138 sh | |
| 17 | Oracle Corp COM | $26.2M | 178.6K | 1.7% | ▲~0% Added · +28 sh | |
| 18 | Automatic Data Processing In COM | $26.0M | 115.9K | 1.7% | ▲+1.9% Added · +2K sh | |
| 19 | Illinois Tool WKS Inc COM | $23.7M | 87.8K | 1.5% | ▼~0% Reduced · −12 sh | |
| 20 | Parker-Hannifin Corp COM | $23.4M | 23.9K | 1.5% | ▲+0.1% Added · +37 sh | |
| 21 | McDonalds Corp COM | $22.0M | 81.4K | 1.4% | ▲+0.8% Added · +632 sh | |
| 22 | Amazon Com Inc COM | $21.5M | 90.3K | 1.4% | ▲+9.7% Added · +8K sh | |
| 23 | Ishares TR RUSSELL 2000 ETF | $21.2M | 70.7K | 1.4% | ▼−1.2% Reduced · −854 sh | |
| 24 | Ecolab Inc COM | $21.1M | 75.8K | 1.4% | ▲+1.6% Added · +1K sh | |
| 25 | Chubb Limited COM | $20.5M | 60.2K | 1.3% | ▲+0.2% Added · +113 sh | |
| 26 | Exxon Mobil Corp COM | $19.7M | 144.5K | 1.3% | ▲+0.1% Added · +175 sh | |
| 27 | International Business Machs COM | $19.7M | 70.2K | 1.3% | ▲+5.3% Added · +4K sh | |
| 28 | Costco Wholesale Corporation COM | $18.8M | 20.1K | 1.2% | ▲+2.0% Added · +402 sh | |
| 29 | Chevron Corporation COM | $18.7M | 112.9K | 1.2% | ▼−0.8% Reduced · −921 sh | |
| 30 | Abbott Laboratories COM | $17.8M | 195.7K | 1.2% | ▲+7.3% Added · +13K sh | |
| 31 | Pepsico Inc COM | $17.2M | 127.3K | 1.1% | ▼−0.2% Reduced · −228 sh | |
| 32 | Qualcomm Inc COM | $16.1M | 87.1K | 1.0% | ▲+0.3% Added · +272 sh | |
| 33 | Dominion Energy Inc COM | $15.7M | 229.5K | 1.0% | ▲+1.4% Added · +3K sh | |
| 34 | Norfolk Southn Corp COM | $15.5M | 49.4K | 1.0% | ▼−1.3% Reduced · −651 sh | |
| 35 | US Bancorp COM NEW | $15.3M | 253.1K | 1.0% | ▲+0.9% Added · +2K sh | |
| 36 | Coca Cola Co COM | $14.8M | 182.3K | 1.0% | ▲~0% Added · +78 sh | |
| 37 | Air Products And Chemicals I COM | $14.2M | 48.3K | 0.9% | ▲+0.8% Added · +394 sh | |
| 38 | Southern Co COM | $13.0M | 135.3K | 0.8% | ▲+1.3% Added · +2K sh | |
| 39 | Nvidia Corporation COM | $12.7M | 63.5K | 0.8% | ▲+2.1% Added · +1K sh | |
| 40 | Select Sector SPDR TR ST STR TECHN ETF | $12.6M | 66.0K | 0.8% | ▲+0.2% Added · +130 sh | |
| 41 | Broadcom Inc COM | $11.4M | 30.1K | 0.7% | ▲+3.8% Added · +1K sh | |
| 42 | Verizon Communications Inc COM | $11.2M | 264.3K | 0.7% | ▲+0.7% Added · +2K sh | |
| 43 | Medtronic PLC SHS | $10.6M | 135.9K | 0.7% | ▲+4.2% Added · +6K sh | |
| 44 | Emerson Elec Co COM | $10.2M | 71.2K | 0.7% | ▼−0.5% Reduced · −383 sh | |
| 45 | 3M Co COM | $10.2M | 62.9K | 0.7% | ▼−1.7% Reduced · −1K sh | |
| 46 | Becton Dickinson & Co COM | $9.7M | 64.3K | 0.6% | ▼−3.8% Reduced · −3K sh | |
| 47 | Carrier Global Corporation COM | $9.7M | 132.0K | 0.6% | ▼−0.8% Reduced · −1K sh | |
| 48 | Eli Lilly & Co COM | $9.7M | 8.0K | 0.6% | ▲+7.4% Added · +553 sh | |
| 49 | Home Depot Inc COM | $9.5M | 26.9K | 0.6% | ▲+0.3% Added · +69 sh | |
| 50 | Target Corp COM | $9.3M | 71.2K | 0.6% | ▼−0.4% Reduced · −315 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 228 | $1.5B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 221 | $1.4B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 221 | $1.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 216 | $1.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 213 | $1.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 212 | $1.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 210 | $1.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 29, 2024 | 230 | $1.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.