KANAWHA CAPITAL MANAGEMENT LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $1,839,620,293 | Individuals and high net worth (96%) |
| Apr 2025 to Mar 2026 | $1,641,779,758 | Individuals and high net worth (96%) |
| May 2024 to Mar 2025 | $1,555,472,350 | Individuals and high net worth (95%) |
| Apr 2024 | $1,431,796,275 | Individuals and high net worth (95%) |
| May 2023 to Mar 2024 | $1,284,232,846 | Individuals and high net worth (95%) |
| Apr 2023 | $1,284,232,846 | Individuals and high net worth (95%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 60.0%; sector active share 11.1% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
227 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 25.8% | $400,799,035 |
| Unclassified | 14.9% | $232,130,968 |
| Financial Services | 11.7% | $182,444,610 |
| Industrials | 11.5% | $178,931,127 |
| Healthcare | 9.7% | $150,720,890 |
| Consumer Defensive | 7.3% | $113,400,157 |
| Consumer Cyclical | 5.9% | $91,778,678 |
| Communication Services | 5.2% | $80,076,189 |
| Energy | 3.7% | $57,759,696 |
| Basic Materials | 2.3% | $36,226,478 |
| Utilities | 1.8% | $28,683,372 |
| Real Estate | 0.0% | $335,689 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| APH | Amphenol Corp | +173,219 | 346,251 | $29,188,959 | |
| NKE | NIKE, Inc. | +12,806 | 149,658 | $5,297,893 | |
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | +6,900 | 91,687 | $8,229,825 | |
| SO | Southern Co | +6,687 | 142,019 | $11,771,954 | |
| IBM | International Business Machines Corp | +4,586 | 74,753 | $16,440,427 | |
| WMT | Walmart Inc. | +4,470 | 77,335 | $8,036,653 | |
| ABT | Abbott Laboratories | +3,995 | 199,671 | $19,733,484 | |
| EFA | iShares MSCI EAFE ETF | +3,663 | 16,079 | $1,670,447 | |
| AMZN | Amazon Com Inc | +3,512 | 93,779 | $23,365,037 | |
| FLOT | iShares Floating Rate Bond ETF | +3,350 | 30,070 | $1,535,073 | |
| VEA | Vanguard FTSE Developed Markets ETF | +2,425 | 433,797 | $30,630,406 | |
| OTIS | Otis Worldwide Corp | +2,336 | 42,674 | $2,744,791 | |
| AEP | American Electric Power Co Inc | +2,319 | 5,150 | $610,996 | |
| DIS | Walt Disney Co | +2,297 | 30,027 | $3,149,832 | |
| D | Dominion Energy, Inc | +2,290 | 231,748 | $14,025,388 | |
| VONV | VANGUARD RUSSELL 1000 VALUE INDEX FUND | +2,254 | 69,913 | $7,599,543 | |
| BX | Blackstone Inc. | +2,197 | 4,096 | $459,120 | |
| CALI | +2,000 | 28,000 | $1,394,680 | ||
| XOM | ExxonMobil Holdings Corp | +1,893 | 146,347 | $23,817,974 | |
| USB | US Bancorp \De\ | +1,872 | 255,001 | $14,728,857 | |
| MCD | Mcdonalds Corp | +1,586 | 83,010 | $19,170,329 | |
| KO | Coca Cola Co | +1,482 | 183,812 | $15,822,536 | |
| MDT | Medtronic plc | +1,426 | 137,284 | $11,846,236 | |
| ECL | Ecolab Inc. | +1,329 | 77,145 | $21,182,474 | |
| XYL | Xylem Inc. | +1,275 | 45,895 | $4,647,786 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TFC | Truist Financial Corp | −12,150 | 145,781 | $6,749,660 | |
| PFE | Pfizer Inc | −6,230 | 284,417 | $8,111,572 | |
| VNQ | VANGUARD REAL ESTATE INDEX FUND | −4,247 | 76,959 | $6,897,835 | |
| MMM | 3M Co | −2,415 | 60,528 | $9,935,671 | |
| KVUE | Kenvue Inc. | −2,168 | 74,107 | $1,308,729 | |
| SHEL | Shell plc | −2,120 | 27,516 | $2,615,395 | |
| CARR | CARRIER GLOBAL Corp | −2,045 | 129,923 | $7,127,575 | |
| AAPL | Apple Inc. | −2,030 | 307,825 | $102,511,881 | |
| SCHW | Schwab Charles Corp | −2,000 | 8,069 | $788,664 | |
| PEG | Public Service Enterprise Group Inc | −1,545 | 19,754 | $1,330,234 | |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | −1,435 | 3,488 | $480,332 | |
| UL | Unilever PLC | −1,230 | 33,421 | $2,029,657 | |
| LOW | Lowes Companies Inc | −1,080 | 164,697 | $30,352,010 | |
| SLB | Slb Limited | −875 | 25,077 | $1,221,751 | |
| EMR | Emerson Electric Co | −862 | 70,334 | $10,908,803 | |
| GPC | Genuine Parts Co | −852 | 40,400 | $5,079,896 | |
| JNJ | Johnson & Johnson | −685 | 147,816 | $39,132,807 | |
| BNY | Bank of New York Mellon Corp | −678 | 18,853 | $2,726,709 | |
| AMD | Advanced Micro Devices Inc | −623 | 1,254 | $767,147 | |
| MET | Metlife Inc | −620 | 49,997 | $4,707,717 | |
| KMB | Kimberly Clark Corp | −616 | 23,271 | $2,267,293 | |
| IWD | iShares Russell 1000 Value ETF | −522 | 8,169 | $2,025,340 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | −518 | 65,512 | $12,823,974 | |
| XLF | State Street Corp | −517 | 39,270 | $0 | |
| COF | Capital One Financial Corp | −515 | 37,391 | $7,219,080 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPCX | Space Exploration Technologies Corp | 8,745 | $1,319,270 | |
| KLAC | Kla Corp | 4,230 | $824,553 | |
| PLTR | Palantir Technologies Inc. | 1,226 | $229,323 | |
| ADBE | Adobe Inc. | 879 | $210,907 | |
| MBGL | Mobility Global Inc. | 10,222 | $175,307 | |
| QQQM | Invesco Ltd. | 1,518 | $0 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CVS | CVS HEALTH Corp | 2,731 | $282,521 | |
| BWXT | BWX Technologies, Inc. | 1,193 | $232,217 | |
| WM | Waste Management Inc | 989 | $220,428 | |
| MUB | iShares National Muni Bond ETF | 2,012 | $216,531 | |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | 1,733 | $203,627 | |
| MAS | Masco Corp | 2,500 | $203,425 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Added | 204,592 | $104,935,236 | 6.76% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 307,825 | $102,511,881 | 6.60% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 154,104 | $53,024,104 | 3.41% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 137,127 | $45,365,725 | 2.92% | |
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 51,485 | $39,429,787 | 2.54% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 147,816 | $39,132,807 | 2.52% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 142,364 | $37,240,998 | 2.40% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 72,037 | $35,870,824 | 2.31% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 311,953 | $33,575,501 | 2.16% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 170,775 | $31,704,378 | 2.04% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 433,797 | $30,630,406 | 1.97% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 164,697 | $30,352,010 | 1.95% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 116,301 | $30,012,636 | 1.93% | |
| APH |
Amphenol Corp
Technology
|
Added | 346,251 | $29,188,959 | 1.88% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Added | 400,565 | $28,820,651 | 1.86% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 189,129 | $27,476,661 | 1.77% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 178,272 | $24,476,745 | 1.58% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 146,347 | $23,817,974 | 1.53% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 93,779 | $23,365,037 | 1.50% | |
| CVX |
Chevron Corp
Energy
|
Added | 113,681 | $23,214,797 | 1.49% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 23,797 | $22,736,129 | 1.46% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Added | 88,327 | $22,724,770 | 1.46% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 26,735 | $21,676,470 | 1.40% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Added | 77,145 | $21,182,474 | 1.36% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 60,733 | $19,753,408 | 1.27% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 199,671 | $19,733,484 | 1.27% | |
| IWM |
iShares Russell 2000 ETF
|
Reduced | 70,485 | $19,587,076 | 1.26% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 83,010 | $19,170,329 | 1.23% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 20,431 | $18,599,156 | 1.20% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 74,753 | $16,440,427 | 1.06% | |
| QCOM |
Qualcomm Inc
Technology
|
Added | 87,889 | $16,175,091 | 1.04% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 127,422 | $16,146,915 | 1.04% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 183,812 | $15,822,536 | 1.02% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Reduced | 48,962 | $15,129,258 | 0.97% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 64,701 | $14,776,414 | 0.95% | |
| USB |
US Bancorp \De\
Financial Services
|
Added | 255,001 | $14,728,857 | 0.95% | |
| D |
Dominion Energy, Inc
Utilities
|
Added | 231,748 | $14,025,388 | 0.90% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Added | 48,605 | $13,523,369 | 0.87% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Reduced | 65,512 | $12,823,974 | 0.83% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 265,418 | $12,174,723 | 0.78% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 137,284 | $11,846,236 | 0.76% | |
| SO |
Southern Co
Utilities
|
Added | 142,019 | $11,771,954 | 0.76% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
Added | 64,632 | $11,569,128 | 0.74% | |
| TGT |
Target Corp
Consumer Defensive
|
Reduced | 70,868 | $11,104,306 | 0.71% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 70,334 | $10,908,803 | 0.70% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 31,004 | $10,888,294 | 0.70% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 8,662 | $10,022,626 | 0.65% | |
| MMM |
3M Co
Industrials
|
Reduced | 60,528 | $9,935,671 | 0.64% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 12,288 | $9,371,197 | 0.60% | |
| DE |
Deere & Co
Industrials
|
Reduced | 12,957 | $8,701,273 | 0.56% |
Showing the top 50 of 227 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.