KANAWHA CAPITAL MANAGEMENT LLC

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CIK 1164478

13F portfolio (2026-Q1)

$1.4B

Positions

221

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

221

Top 5

19.7%

Top 10

31.5%

Effective N

54.5

HHI

0.018

This quarter

8 new · 0 exit →

By sector

Information Technology22.9%

Unclassified15.3%

Financials11.7%

Industrials11.3%

Consumer Discretionary9.6%

Health Care9.2%

Materials6.0%

Communication Services5.2%

Other9.0%

By market cap

Mega (>$200B)47.8%

Large ($10–200B)36.4%

Unknown15.8%

Mid ($2–10B)0.1%

Small ($300M–2B)0.0%

By region

North America84.2%

Other15.3%

Europe0.4%

Asia-Pacific0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	17.72%	72
Technology Hardware & Equipment	8.76%	8
Pharmaceuticals & Biotechnology	7.50%	9
Specialty Retail	7.29%	7
Software	7.16%	4
Machinery	6.16%	13
Banks	5.83%	10
Chemicals	5.81%	12
Software & IT Services	5.00%	4
Oil, Gas & Consumable Fuels	4.14%	8
Semiconductors & Semiconductor Equipment	3.29%	10
Aerospace & Defense	2.41%	5
Beverages	2.37%	2
Insurance	2.33%	6
Health Care Equipment & Supplies	2.19%	3
Utilities	2.13%	6
Hotels, Restaurants & Leisure	1.81%	2
Road & Rail	1.26%	4
Electrical Equipment & Components	1.23%	4
Diversified Telecommunication Services	1.18%	2
Capital Markets	1.03%	5
Commercial Services & Supplies	0.86%	5
Communications Equipment	0.79%	1
Media & Entertainment	0.40%	1
Distributors	0.38%	3
Entertainment	0.20%	1
Tobacco	0.18%	2
Paper & Forest Products	0.17%	1
Life Sciences Tools & Services	0.13%	1
Textiles, Apparel & Luxury Goods	0.12%	1
Food Products	0.08%	3
Professional Services	0.03%	1
Food & Staples Retailing	0.02%	1
Automobiles & Components	0.02%	1
Equity Real Estate Investment Trusts (REITs)	0.02%	1
Agricultural Products	0.02%	1
Metals & Mining	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AAPL	Apple Inc.	Information Technology	5.58%
2	MSFT	MICROSOFT CORP	Information Technology	5.26%
3	GOOGL	Alphabet Inc.	Communication Services	3.18%
4	JPM	JPMORGAN CHASE & CO	Financials	2.84%
5	LOW	LOWES COMPANIES INC	Consumer Discretionary	2.80%
6	JNJ	JOHNSON & JOHNSON	Health Care	2.56%
7	BRK.B	BERKSHIRE HATHAWAY INC	Financials	2.42%
8	IVV	ISHARES TR	Unclassified	2.41%
9	RTX	RTX Corp	Industrials	2.32%
10	ABBV	AbbVie Inc.	Health Care	2.17%

150/221 names classified · sector 84.7% of weight · industry 82.3% · mkt cap 84.2%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

Information TechnologyMSFT, AAPL, ADP, ORCL, INTC · other

Health CareJNJ, ABBV, BDX, ABT, PFE · other

FinancialsBRK.B, JPM, WFC, CB, TFC · other

Consumer DiscretionaryLOW, MCD, TGT, COST, AMZN · other

IndustrialsITW, MMM, NSC, PH, RTX · other

MaterialsPG, NKE, ECL, CL, APD · other

EnergyXOM, CVX, SLB, COP, DVN · other

Consumer StaplesPEP, KO, CVS, MO, PM · other

Communication ServicesVZ, GOOGL, T, DIS, NFLX · other

UtilitiesD, SO, PEG, DUK, EPD · other

Real EstateWELL, RHP

UnclassifiedIJH, IVV, VEA, UNITED TECHNOLOGIES CORP, SNOXX · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 84.7% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (137 classified)KANAWHA CAPITAL MANAGEMENT LLC centroid (Large Core)

Information TechnologyIndustrialsConsumer DiscretionaryFinancialsHealth CareMaterialsCommunication ServicesEnergyConsumer StaplesUtilitiesReal Estate

Style box summary for KANAWHA CAPITAL MANAGEMENT LLC: centroid Large Core. Heaviest cells: Large Core 26.9%, Large Value 25.8%, Large Growth 19.9%.

Classified: 81.7% of book weight (137/221 names) · unclassified 18.3%: BRK.B, IVV, VEA, IJH, IWM, XLK, SPY, VNQ, VONV, VWO +74 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 221 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AAPLAPPLE INC	312,060	$79M	5.6%	HOLD
2	MSFTMICROSOFT CORP	201,580	$75M	5.3%	HOLD
3	GOOGLALPHABET INC	156,794	$45M	3.2%	HOLD
4	JPMJPMORGAN CHASE & CO	136,993	$40M	2.8%	HOLD
5	LOWLOWES COS INC	168,446	$40M	2.8%	HOLD
6	JNJJOHNSON & JOHNSON	148,759	$36M	2.6%	HOLD
7	BRK.BBERKSHIRE HATHAWAY INC DEL	71,787	$34M	2.4%	HOLD
8	IVVISHARES TR	52,380	$34M	2.4%	HOLD
9	RTXRTX CORPORATION	170,515	$33M	2.3%	HOLD
10	ABBVABBVIE INC	141,755	$31M	2.2%	HOLD
11	VEAVANGUARD TAX-MANAGED FDS	427,875	$27M	1.9%	ADD 15%
12	PGPROCTER AND GAMBLE CO	188,980	$27M	1.9%	ADD 3%
13	IJHISHARES TR	399,962	$27M	1.9%	HOLD
14	ORCLORACLE CORP	178,527	$26M	1.9%	TRIM −6%
15	MCDMCDONALDS CORP	80,792	$25M	1.8%	HOLD
16	XOMEXXON MOBIL CORP	144,279	$24M	1.7%	HOLD
17	CSCOCISCO SYS INC	314,527	$24M	1.7%	HOLD
18	CVXCHEVRON CORP NEW	113,803	$24M	1.7%	HOLD
19	ADPAUTOMATIC DATA PROCESSING IN	113,768	$23M	1.6%	HOLD
20	ITWILLINOIS TOOL WKS INC	87,781	$23M	1.6%	HOLD
21	APHAMPHENOL CORP	172,717	$22M	1.5%	ADD 3%
22	PHPARKER-HANNIFIN CORP	23,892	$21M	1.5%	HOLD
23	ECLECOLAB INC	74,655	$20M	1.4%	HOLD
24	PEPPEPSICO INC	127,485	$20M	1.4%	HOLD
25	COSTCOSTCO WHSL CORP NEW	19,744	$20M	1.4%	ADD 3%
26	CBCHUBB LIMITED	60,112	$20M	1.4%	HOLD
27	CATCATERPILLAR INC	27,378	$19M	1.4%	HOLD
28	ABTABBOTT LABS	182,284	$19M	1.3%	HOLD
29	IWMISHARES TR	71,558	$18M	1.3%	HOLD
30	AMZNAMAZON COM INC	82,311	$17M	1.2%	ADD 6%
31	IBMINTERNATIONAL BUSINESS MACHS	66,628	$16M	1.1%	ADD 3%
32	NSCNORFOLK SOUTHN CORP	50,011	$14M	1.0%	HOLD
33	DDOMINION ENERGY INC	226,222	$14M	1.0%	HOLD
34	APDAIR PRODS & CHEMS INC	47,886	$14M	1.0%	ADD 2%
35	KOCOCA COLA CO	182,252	$14M	1.0%	HOLD
36	VZVERIZON COMMUNICATIONS INC	262,386	$13M	0.9%	ADD 3%
37	USBUS BANCORP	250,962	$13M	0.9%	ADD 3%
38	SOSOUTHERN CO	133,603	$13M	0.9%	ADD 4%
39	MDTMEDTRONIC PLC	130,323	$11M	0.8%	HOLD
40	QCOMQUALCOMM INC	86,804	$11M	0.8%	ADD 2%
41	NVDANVIDIA CORPORATION	62,244	$11M	0.8%	ADD 6%
42	BDXBECTON DICKINSON & CO	66,873	$11M	0.7%	TRIM −2%
43	NKENIKE INC	187,624	$10M	0.7%	ADD 7%
44	EMREMERSON ELEC CO	71,579	$9M	0.7%	HOLD
45	MMM3M CO	64,006	$9M	0.7%	TRIM −2%
46	AVGOBROADCOM INC	29,023	$9M	0.6%	HOLD
47	WMTWALMART INC	71,590	$9M	0.6%	HOLD
48	HDHOME DEPOT INC	26,849	$9M	0.6%	HOLD
49	SPGIS&P GLOBAL INC	20,746	$9M	0.6%	ADD 29%
50	XLKSELECT SECTOR SPDR TR	65,900	$9M	0.6%	TRIM −3%
51	TGTTARGET CORP	71,544	$9M	0.6%	TRIM −8%
52	PFEPFIZER INC	290,585	$8M	0.6%	ADD 10%
53	SPYSTATE STR SPDR S&P 500 ETF T	12,375	$8M	0.6%	HOLD
54	TFCTRUIST FINL CORP	167,000	$8M	0.5%	TRIM −9%
55	DEDEERE & CO	13,511	$8M	0.5%	HOLD
56	CARRCARRIER GLOBAL CORPORATION	133,055	$7M	0.5%	TRIM −3%
57	VNQVANGUARD INDEX FDS	80,342	$7M	0.5%	HOLD
58	COFCAPITAL ONE FINL CORP	38,623	$7M	0.5%	HOLD
59	NDAQNASDAQ INC	81,721	$7M	0.5%	HOLD
60	LLYELI LILLY & CO	7,493	$7M	0.5%	ADD 13%
61	CLCOLGATE PALMOLIVE CO	73,873	$6M	0.4%	HOLD
62	BLKBLACKROCK INC	6,492	$6M	0.4%	HOLD
63	AFLAFLAC INC	56,477	$6M	0.4%	TRIM −26%
64	VONVVANGUARD SCOTTSDALE FDS	65,377	$6M	0.4%	ADD 11%
65	VWOVANGUARD INTL EQUITY INDEX F	112,273	$6M	0.4%	HOLD
66	SPYMSPDR SERIES TRUST	79,135	$6M	0.4%	ADD 10%
67	IJRISHARES TR	47,325	$6M	0.4%	ADD 19%
68	BSVVANGUARD BD INDEX FDS	73,480	$6M	0.4%	ADD 4%
69	NFLXNETFLIX INC	58,312	$6M	0.4%	ADD 1603%
70	AXPAMERICAN EXPRESS CO	17,685	$5M	0.4%	ADD 5%
71	COPCONOCOPHILLIPS	39,256	$5M	0.4%	HOLD
72	XYLXYLEM INC	42,180	$5M	0.4%	ADD 4%
73	NTRSNORTHERN TR CORP	31,991	$4M	0.3%	TRIM −4%
74	QQQINVESCO QQQ TR	7,208	$4M	0.3%	ADD 9%
75	GPCGENUINE PARTS CO	37,673	$4M	0.3%	HOLD
76	METMETLIFE INC	53,012	$4M	0.3%	TRIM −6%
77	TAT&T INC	122,298	$4M	0.2%	ADD 4%
78	OTISOTIS WORLDWIDE CORP	42,184	$3M	0.2%	TRIM −3%
79	GEGE AEROSPACE	10,250	$3M	0.2%	HOLD
80	SHELSHELL PLC	31,240	$3M	0.2%	HOLD
81	DISDISNEY WALT CO	29,956	$3M	0.2%	TRIM −41%
82	IEFAISHARES TR	31,532	$3M	0.2%	TRIM −17%
83	BMYBRISTOL-MYERS SQUIBB CO	43,234	$3M	0.2%	TRIM −5%
84	IAUISHARES GOLD TR	28,763	$3M	0.2%	ADD 16%
85	BNYBANK NEW YORK MELLON CORP	20,454	$2M	0.2%	TRIM −5%
86	KMBKIMBERLY-CLARK CORP	24,702	$2M	0.2%	TRIM −22%
87	VEUVANGUARD INTL EQUITY INDEX F	31,545	$2M	0.2%	HOLD
88	XLVSELECT SECTOR SPDR TR	15,208	$2M	0.2%	HOLD
89	GOOGALPHABET INC	7,739	$2M	0.2%	HOLD
90	BRK.ABERKSHIRE HATHAWAY INC DEL	3	$2M	0.2%	HOLD
91	ULUNILEVER PLC	36,414	$2M	0.1%	TRIM −8%
92	IWDISHARES TR	9,664	$2M	0.1%	TRIM −25%
93	IWPISHARES TR	15,724	$2M	0.1%	HOLD
94	XLFSELECT SECTOR SPDR TR	40,087	$2M	0.1%	HOLD
95	TTTRANE TECHNOLOGIES PLC	4,604	$2M	0.1%	HOLD
96	GEVGE VERNOVA INC	2,147	$2M	0.1%	TRIM −2%
97	CSXCSX CORP	44,639	$2M	0.1%	TRIM −2%
98	WATWATERS CORP	6,100	$2M	0.1%	NEW
99	PEGPUBLIC SVC ENTERPRISE GROUP	21,514	$2M	0.1%	HOLD
100	ACNACCENTURE PLC IRELAND	8,753	$2M	0.1%	HOLD
101	CTASCINTAS CORP	10,161	$2M	0.1%	HOLD
102	MRKMERCK & CO INC	13,827	$2M	0.1%	HOLD
103	IBBISHARES TR	9,813	$2M	0.1%	ADD 5%
104	UNHUNITEDHEALTH GROUP INC	6,083	$2M	0.1%	ADD 53%
105	DOVDOVER CORP	7,481	$2M	0.1%	TRIM −6%
106	TXNTEXAS INSTRS INC	7,746	$2M	0.1%	TRIM −8%
107	IWFISHARES TR	3,466	$1M	0.1%	TRIM −13%
108	KVUEKENVUE INC	80,754	$1M	0.1%	TRIM −15%
109	FLOTISHARES TR	27,130	$1M	0.1%	ADD 4%
110	GNRSPDR INDEX SHS FDS	18,235	$1M	0.1%	HOLD
111	SLBSCHLUMBERGER LTD	26,218	$1M	0.1%	HOLD
112	GLDSPDR GOLD TR	3,042	$1M	0.1%	TRIM −15%
113	XLYSELECT SECTOR SPDR TR	11,902	$1M	0.1%	HOLD
114	MOALTRIA GROUP INC	19,172	$1M	0.1%	HOLD
115	SCHDSCHWAB STRATEGIC TR	40,972	$1M	0.1%	HOLD
116	DVYISHARES TR	8,255	$1M	0.1%	ADD 15%
117	PMPHILIP MORRIS INTL INC	7,453	$1M	0.1%	TRIM −3%
118	EFAISHARES TR	12,598	$1M	0.1%	ADD 16%
119	CALIBLACKROCK ETF TRUST II	24,000	$1M	0.1%	ADD 26%
120	AMATAPPLIED MATLS INC	3,472	$1M	0.1%	HOLD
121	INTCINTEL CORP	26,268	$1M	0.1%	TRIM −4%
122	VOOVANGUARD INDEX FDS	1,914	$1M	0.1%	TRIM −8%
123	VAWVANGUARD WORLD FD	4,918	$1M	0.1%	HOLD
124	WFCWELLS FARGO CO NEW	13,795	$1M	0.1%	TRIM −7%
125	XLPSELECT SECTOR SPDR TR	13,328	$1M	0.1%	HOLD
126	UNPUNION PAC CORP	4,486	$1M	0.1%	HOLD
127	TRVTRAVELERS COMPANIES INC	3,651	$1M	0.1%	HOLD
128	DUKDUKE ENERGY CORP NEW	8,008	$1M	0.1%	TRIM −5%
129	DELLDELL TECHNOLOGIES INC	6,068	$996,010	0.1%	HOLD
130	XLISELECT SECTOR SPDR TR	5,965	$964,744	0.1%	HOLD
131	XLESELECT SECTOR SPDR TR	15,722	$963,130	0.1%	HOLD
132	SCHWSCHWAB CHARLES CORP	10,182	$956,943	0.1%	HOLD
133	BACBANK AMERICA CORP	19,242	$938,027	0.1%	TRIM −5%
134	TOWNTOWNEBANK PORTSMOUTH VA	27,511	$926,291	0.1%	TRIM −11%
135	VVISA INC	3,022	$913,438	0.1%	TRIM −10%
136	MINTPIMCO ETF TR	9,063	$911,466	0.1%	HOLD
137	TMOTHERMO FISHER SCIENTIFIC INC	1,844	$906,387	0.1%	HOLD
138	AITAPPLIED INDL TECHNOLOGIES IN	3,365	$892,802	0.1%	HOLD
139	DIASPDR DOW JONES INDL AVERAGE	1,914	$886,500	0.1%	ADD 88%
140	IGSBISHARES TR	16,447	$864,454	0.1%	TRIM −9%
141	IWRISHARES TR	8,306	$807,592	0.1%	TRIM −6%
142	CITHE CIGNA GROUP	2,930	$781,575	0.1%	HOLD
143	AMGNAMGEN INC	2,031	$714,607	0.1%	ADD 4%
144	VOTVANGUARD INDEX FDS	2,767	$712,087	0.1%	HOLD
145	VTIVANGUARD INDEX FDS	2,110	$676,782	0.0%	HOLD
146	IJJISHARES TR	5,053	$669,523	0.0%	HOLD
147	MDYSPDR S&P MIDCAP 400 ETF TR	1,077	$664,251	0.0%	HOLD
148	MDLZMONDELEZ INTL INC	11,389	$656,462	0.0%	ADD 7%
149	BIVVANGUARD BD INDEX FDS	7,667	$591,739	0.0%	TRIM −7%
150	METAMETA PLATFORMS INC	993	$568,205	0.0%	TRIM −12%
151	PSXPHILLIPS 66	2,995	$545,629	0.0%	HOLD
152	YUMYUM BRANDS INC	3,486	$542,003	0.0%	TRIM −10%
153	UPSUNITED PARCEL SERVICE INC	5,464	$537,548	0.0%	HOLD
154	AAAUGOLDMAN SACHS PHYSICAL GOLD	11,495	$530,954	0.0%	HOLD
155	MCKMCKESSON CORP	610	$528,224	0.0%	HOLD
156	ITTITT INC	2,709	$516,146	0.0%	HOLD
157	NVSNOVARTIS AG	3,279	$500,867	0.0%	HOLD
158	SLVISHARES SILVER TR	7,300	$497,422	0.0%	ADD 128%
159	IYWISHARES TR	2,701	$489,959	0.0%	HOLD
160	BPBP PLC	9,962	$468,200	0.0%	TRIM −4%
161	PAYXPAYCHEX INC	4,950	$455,994	0.0%	HOLD
162	AZOAUTOZONE INC	130	$439,111	0.0%	TRIM −26%
163	NEUNEWMARKET CORP	685	$439,051	0.0%	HOLD
164	MAMASTERCARD INCORPORATED	869	$434,136	0.0%	HOLD
165	IWOISHARES TR	1,298	$407,325	0.0%	HOLD
166	IWSISHARES TR	2,761	$402,388	0.0%	HOLD
167	ADSKAUTODESK INC	1,674	$400,756	0.0%	HOLD
168	BABOEING CO	2,007	$399,458	0.0%	TRIM −16%
169	AMDADVANCED MICRO DEVICES INC	1,953	$397,299	0.0%	TRIM −4%
170	STXSEAGATE TECHNOLOGY HLDNGS PL	1,009	$395,286	0.0%	HOLD
171	CMICUMMINS INC	715	$384,497	0.0%	HOLD
172	CLXCLOROX CO DEL	3,700	$383,431	0.0%	TRIM −3%
173	IRINGERSOLL RAND INC	4,721	$378,253	0.0%	HOLD
174	XLUSELECT SECTOR SPDR TR	8,188	$375,747	0.0%	HOLD
175	SMHVANECK ETF TRUST	971	$372,281	0.0%	HOLD
176	RYROYAL BK CDA	2,265	$366,432	0.0%	HOLD
177	VYMVANGUARD WHITEHALL FDS	2,465	$365,095	0.0%	HOLD
178	SDYSPDR SER TR	2,500	$364,785	0.0%	TRIM −11%
179	SOLSSOLSTICE ADVANCED MATLS INC	4,708	$358,561	0.0%	HOLD
180	EEMISHARES TR	6,310	$358,345	0.0%	ADD 17%
181	ALBALBEMARLE CORP	1,988	$356,906	0.0%	HOLD
182	ETNEATON CORP PLC	980	$350,508	0.0%	HOLD
183	NOCNORTHROP GRUMMAN CORP	511	$348,625	0.0%	HOLD
184	AEPAMERICAN ELEC PWR CO INC	2,628	$344,512	0.0%	ADD 4%
185	VOXVANGUARD WORLD FD	1,904	$342,415	0.0%	ADD 16%
186	TSMTAIWAN SEMICONDUCTOR MFG LTD	995	$336,260	0.0%	HOLD
187	KRKROGER CO	4,295	$310,819	0.0%	TRIM −10%
188	IWBISHARES TR	863	$307,711	0.0%	HOLD
189	HONHONEYWELL INTL INC	1,348	$304,727	0.0%	ADD 8%
190	TSLATESLA INC	819	$304,463	0.0%	ADD 18%
191	AYIACUITY INC	1,075	$301,237	0.0%	TRIM −4%
192	ITOTISHARES TR	2,081	$296,397	0.0%	HOLD
193	QQNITY ELECTRONICS INC	2,548	$293,988	0.0%	TRIM −20%
194	IWNISHARES TR	1,511	$286,470	0.0%	TRIM −6%
195	RSPINVESCO EXCHANGE TRADED FD T	1,474	$282,890	0.0%	HOLD
196	VOVANGUARD INDEX FDS	965	$277,004	0.0%	HOLD
197	DXJWISDOMTREE TR	1,725	$273,551	0.0%	TRIM −55%
198	HSYHERSHEY CO	1,300	$270,257	0.0%	HOLD
199	LRGFISHARES TR	3,995	$263,670	0.0%	HOLD
200	XLCSELECT SECTOR SPDR TR	2,270	$251,652	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AAPLAPPLE INC

327K

324K

320K

314K

312K

$79M

MSFTMICROSOFT CORP

209K

207K

204K

199K

202K

$75M

GOOGLALPHABET INC

154K

157K

159K

160K

159K

157K

$45M

JPMJPMORGAN CHASE & CO

137K

138K

137K

136K

137K

$40M

LOWLOWES COS INC

172K

173K

172K

170K

169K

168K

$40M

JNJJOHNSON & JOHNSON

146K

150K

149K

148K

149K

$36M

BRK.BBERKSHIRE HATHAWAY INC DEL

75K

74K

73K

72K

$34M

IVVISHARES TR

55K

54K

53K

52K

$34M

RTXRTX CORPORATION

170K

172K

173K

172K

170K

171K

$33M

ABBVABBVIE INC

144K

143K

142K

$31M

VEAVANGUARD TAX-MANAGED FDS

351K

344K

368K

372K

373K

428K

$27M

PGPROCTER AND GAMBLE CO

178K

185K

182K

183K

189K

$27M

IJHISHARES TR

400K

398K

399K

400K

$27M

ORCLORACLE CORP

201K

202K

201K

197K

189K

179K

$26M

MCDMCDONALDS CORP

88K

89K

83K

82K

81K

$25M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆KANAWHA CAPITAL MANAGEMENT LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 221 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

KANAWHA CAPITAL MANAGEMENT LLC