Kanawha Capital Management LLC
229 holdingsFiling period: 2026-06-30Current AUM: $1.63Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 309.9K | $89.7M | $106.6M | 6.55% | -2,205 | 2026-06-30 |
| 2 | MSFT | Microsoft Corp | 203.9K | $76.1M | $108.6M | 6.68% | +2.4K | 2026-06-30 |
| 3 | GOOGL | Alphabet Inc | 154.0K | $55.0M | $48.8M | 3.00% | -2,797 | 2026-06-30 |
| 4 | JPM | JPMorgan Chase & Co | 136.7K | $44.8M | $45.7M | 2.81% | -258 | 2026-06-30 |
| 5 | IVV | iShares TR | 52.0K | $38.9M | $39.9M | 2.46% | -422 | 2026-06-30 |
| 6 | JNJ | Johnson & Johnson | 148.5K | $37.7M | $39.5M | 2.43% | -258 | 2026-06-30 |
| 7 | CSCO | Cisco Sys Inc | 311.7K | $36.6M | $34.4M | 2.11% | -2,871 | 2026-06-30 |
| 8 | LOW | Lowes Cos Inc | 165.8K | $36.6M | $32.9M | 2.02% | -2,669 | 2026-06-30 |
| 9 | BRK-B | Berkshire Hathaway Inc Del | 72.5K | $36.3M | $36.3M | 2.23% | +697 | 2026-06-30 |
| 10 | ABBV | Abbvie Inc | 141.6K | $35.6M | $40.6M | 2.50% | -112 | 2026-06-30 |
| 11 | RTX | Rtx Corporation | 171.3K | $32.5M | $33.8M | 2.08% | +736 | 2026-06-30 |
| 12 | IJH | iShares TR | 400.3K | $30.9M | $29.2M | 1.80% | +381 | 2026-06-30 |
| 13 | VEA | Vanguard Tax-Managed Fds | 431.4K | $30.7M | $29.9M | 1.84% | +3.5K | 2026-06-30 |
| 14 | APH | Amphenol Corp | 173.0K | $30.5M | $26.0M | 1.60% | +315 | 2026-06-30 |
| 15 | CAT | Caterpillar Inc | 26.9K | $28.7M | $18.6M | 1.15% | -438 | 2026-06-30 |
| 16 | PG | Procter & Gamble Co | 188.8K | $27.7M | $30.2M | 1.86% | -138 | 2026-06-30 |
| 17 | ORCL | Oracle Corp | 178.6K | $26.2M | $22.5M | 1.38% | +28 | 2026-06-30 |
| 18 | ADP | Automatic Data Processing in | 115.9K | $26.0M | $34.9M | 2.15% | +2.1K | 2026-06-30 |
| 19 | ITW | Illinois Tool Wks Inc | 87.8K | $23.7M | $24.2M | 1.49% | -12 | 2026-06-30 |
| 20 | PH | Parker-Hannifin Corp | 23.9K | $23.4M | $21.6M | 1.33% | +37 | 2026-06-30 |
| 21 | MCD | McDonalds Corp | 81.4K | $22.0M | $20.4M | 1.26% | +632 | 2026-06-30 |
| 22 | AMZN | Amazon.com Inc | 90.3K | $21.5M | $22.5M | 1.38% | +8.0K | 2026-06-30 |
| 23 | IWM | iShares TR | 70.7K | $21.2M | $19.6M | 1.20% | -854 | 2026-06-30 |
| 24 | ECL | Ecolab Inc | 75.8K | $21.1M | $21.9M | 1.35% | +1.2K | 2026-06-30 |
| 25 | — | Chubb Limited | 60.2K | $20.5M | $20.5M | 1.26% | +113 | 2026-06-30 |
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