Institutional Fund
Kanawha Capital Management LLC
Richmond, VACIK 11644785 filings on record
Portfolio Value
$1.42B
Q1 2026
Holdings
221
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-2.2%
from $1.45B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc5.6%
- Microsoft Corp5.3%
- Alphabet Inc3.2%
- Jpmorgan Chase & Co.2.8%
- Lowes Cos Inc2.8%
- Johnson & Johnson2.6%
- Other77.8%
Portfolio Holdings
221 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 312.1K | $79.20M | 5.6% | −1.8K | Reduced |
| 2 | Microsoft Corp | 201.6K | $74.62M | 5.3% | +2.1K | Added |
| 3 | Alphabet Inc | 156.8K | $45.09M | 3.2% | −1.9K | Reduced |
| 4 | Jpmorgan Chase & Co. | 137.0K | $40.30M | 2.8% | +646 | Added |
| 5 | Lowes Cos Inc | 168.4K | $39.80M | 2.8% | −911 | Reduced |
| 6 | Johnson & Johnson | 148.8K | $36.36M | 2.6% | +284 | Added |
| 7 | Berkshire Hathaway Inc Del | 71.8K | $34.40M | 2.4% | −1.3K | Reduced |
| 8 | Ishares Tr | 52.4K | $34.22M | 2.4% | −531 | Reduced |
| 9 | Rtx Corporation | 170.5K | $32.89M | 2.3% | +147 | Added |
| 10 | Abbvie Inc | 141.8K | $30.83M | 2.2% | −325 | Reduced |
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