KANAWHA CAPITAL MANAGEMENT LLC: 13F holdings
CIK 11644782026Q2
| Positions | 228 |
|---|
| Reported value | $1.5bn |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 228 (+7 vs prior quarter) |
|---|
| Reported value | $1.5bn (+8.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 309,855 | $89.7m | 5.8% |
| MSFT MICROSOFT CORP | 203,939 | $76.1m | 5.0% |
| GOOGL ALPHABET INC | 153,997 | $55.0m | 3.6% |
| JPM JPMORGAN CHASE & CO | 136,735 | $44.8m | 2.9% |
| IVV ISHARES TR | 51,958 | $38.9m | 2.5% |
| JNJ JOHNSON & JOHNSON | 148,501 | $37.7m | 2.5% |
| CSCO CISCO SYS INC | 311,656 | $36.6m | 2.4% |
| LOW LOWES COS INC | 165,777 | $36.6m | 2.4% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 72,484 | $36.3m | 2.4% |
| ABBV ABBVIE INC | 141,643 | $35.6m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1164478")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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