Kanawha Capital Management LLC holds a diversified book of 228 stocks worth $1.5B as of Q2 2026 (disclosed Jul 28, 2026, a ~28-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.
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
+4 sectors below the cut, 7% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Kanawha Capital Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.4T |
| FMR LLC | 80 / 80 | $775.1B |
| Morgan Stanley | 80 / 80 | $615.8B |
| JPMorgan Chase & Co | 80 / 80 | $577.6B |
| Bank Of America Corp | 80 / 80 | $442.3B |
| Northern Trust Corp | 80 / 80 | $346.2B |
| Goldman Sachs Group Inc | 80 / 80 | $284.4B |
| Bank of New York Mellon Corp | 80 / 80 | $230.6B |
Ranked by the share of each fund's own book sitting in the names it shares with Kanawha Capital Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 28d | 228 | $1.5B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 28d | 221 | $1.4B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 28d | 221 | $1.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 31d | 216 | $1.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 29d | 213 | $1.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 28d | 212 | $1.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 30d | 210 | $1.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 29, 2024 | 29d | 230 | $1.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.