KANAWHA CAPITAL MANAGEMENT LLC
Top Portfolio Positions
157 positions ·
$1,218,373,464 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
312,060 | $79,197,707 | 6.50% | |
| MSFT |
Microsoft Corp
Technology
|
201,580 | $74,618,868 | 6.12% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
156,794 | $45,087,682 | 3.70% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
136,993 | $40,297,860 | 3.31% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
168,446 | $39,800,420 | 3.27% | |
| JNJ |
Johnson & Johnson
Healthcare
|
148,759 | $36,362,649 | 2.98% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
71,787 | $34,400,330 | 2.82% | |
| RTX |
RTX Corp
Industrials
|
170,515 | $32,892,343 | 2.70% | |
| ABBV |
AbbVie Inc.
Healthcare
|
141,755 | $30,830,294 | 2.53% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
188,980 | $27,296,271 | 2.24% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NFGC
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,160 | 14,000 | Shares | Sole | 2026-04-28 | |
| No 13F history on record for this holder in this stock. | ||||||