EdgeMarket › What Kanawha Capital Management Llc reported owning
What Kanawha Capital Management Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.4BPositions
221Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 79.2M | 5.6% | 312.1K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 74.6M | 5.3% | 201.6K | 483.24 | -4.4% |
| GOOGL Alphabet Inc. | 45.1M | 3.2% | 156.8K | 344.82 | +73.0% |
| JPM JPMORGAN CHASE & CO | 40.3M | 2.8% | 137.0K | 351.58 | +20.3% |
| LOW LOWES COMPANIES INC | 39.8M | 2.8% | 168.4K | 216.09 | -16.0% |
| JNJ JOHNSON & JOHNSON | 36.4M | 2.6% | 148.8K | 270.24 | +51.1% |
| unmapped CUSIP 084670702 | 34.4M | 2.4% | 71.8K | — | — |
| IVV iShares Core S&P 500 ETF | 34.2M | 2.4% | 52.4K | 769.31 | +20.0% |
| RTX RTX Corp | 32.9M | 2.3% | 170.5K | 209.91 | +34.1% |
| ABBV AbbVie Inc. | 30.8M | 2.2% | 141.8K | 264.96 | +26.7% |
| VEA Vanguard FTSE Developed Markets ETF | 27.4M | 1.9% | 427.9K | 73.42 | +24.7% |
| PG PROCTER & GAMBLE Co | 27.3M | 1.9% | 189.0K | 144.68 | -9.3% |
| IJH iShares Core S&P Mid-Cap ETF | 27.0M | 1.9% | 400.0K | 76.77 | +20.8% |
| ORCL ORACLE CORP | 26.3M | 1.9% | 178.5K | 146.47 | -37.7% |
| MCD MCDONALDS CORP | 25.1M | 1.8% | 80.8K | 270.95 | -13.5% |
| XOM ExxonMobil Holdings Corp | 24.5M | 1.7% | 144.3K | 165.11 | +52.1% |
| CSCO CISCO SYSTEMS, INC. | 24.4M | 1.7% | 314.5K | 111.04 | +65.5% |
| CVX CHEVRON CORP | 23.5M | 1.7% | 113.8K | 205.27 | +34.0% |
| ADP AUTOMATIC DATA PROCESSING INC | 23.1M | 1.6% | 113.8K | 280.81 | -9.1% |
| ITW ILLINOIS TOOL WORKS INC | 22.8M | 1.6% | 87.8K | 282.29 | +7.7% |
| APH AMPHENOL CORP /DE/ | 21.8M | 1.5% | 172.7K | 157.01 | +44.5% |
| PH Parker-Hannifin Corp | 21.4M | 1.5% | 23.9K | 1,001.74 | +34.8% |
| ECL ECOLAB INC. | 19.9M | 1.4% | 74.7K | 281.63 | -1.3% |
| PEP PEPSICO INC | 19.8M | 1.4% | 127.5K | 143.48 | -4.8% |
| COST COSTCO WHOLESALE CORP /NEW | 19.7M | 1.4% | 19.7K | 947.74 | -4.7% |
| CB Chubb Ltd | 19.6M | 1.4% | 60.1K | 340.99 | +21.9% |
| CAT CATERPILLAR INC | 19.4M | 1.4% | 27.4K | 827.90 | +96.8% |
| ABT ABBOTT LABORATORIES | 18.7M | 1.3% | 182.3K | 116.64 | -11.9% |
| IWM iShares Russell 2000 ETF | 17.7M | 1.3% | 71.6K | 299.96 | +33.1% |
| AMZN AMAZON COM INC | 17.1M | 1.2% | 82.3K | 258.63 | +15.6% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 16.2M | 1.1% | 66.6K | 235.68 | -2.8% |
| NSC NORFOLK SOUTHERN CORP | 14.4M | 1.0% | 50.0K | 350.72 | +22.8% |
| D DOMINION ENERGY, INC | 14.0M | 1.0% | 226.2K | 66.60 | +8.3% |
| APD Air Products & Chemicals, Inc. | 13.9M | 1.0% | 47.9K | 305.10 | +4.4% |
| KO COCA COLA CO | 13.9M | 1.0% | 182.3K | 91.10 | +28.9% |
| VZ VERIZON COMMUNICATIONS INC | 13.2M | 0.9% | 262.4K | 49.45 | +9.7% |
| USB US BANCORP \DE\ | 13.1M | 0.9% | 251.0K | 62.05 | +33.7% |
| SO SOUTHERN CO | 12.9M | 0.9% | 133.6K | 88.94 | -6.3% |
| MDT Medtronic plc | 11.3M | 0.8% | 130.3K | 93.35 | +0.1% |
| QCOM QUALCOMM INC/DE | 11.2M | 0.8% | 86.8K | 160.75 | +3.4% |
| NVDA NVIDIA CORP | 10.9M | 0.8% | 62.2K | 214.72 | +22.4% |
| BDX BECTON DICKINSON & CO | 10.5M | 0.7% | 66.9K | 192.00 | -3.6% |
| NKE NIKE, Inc. | 9.9M | 0.7% | 187.6K | 40.76 | -46.6% |
| EMR EMERSON ELECTRIC CO | 9.4M | 0.7% | 71.6K | 157.26 | +20.1% |
| MMM 3M CO | 9.3M | 0.7% | 64.0K | 178.96 | +15.6% |
| AVGO Broadcom Inc. | 9.0M | 0.6% | 29.0K | 368.45 | +26.5% |
| WMT Walmart Inc. | 8.9M | 0.6% | 71.6K | 103.70 | +1.1% |
| HD HOME DEPOT, INC. | 8.8M | 0.6% | 26.8K | 335.61 | -16.5% |
| SPGI S&P Global Inc. | 8.8M | 0.6% | 20.7K | 431.29 | -22.6% |
| XLK State Street Technology Select Sector SPDR ETF | 8.8M | 0.6% | 65.9K | 183.31 | +41.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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