account_balance
Investment manager · 13F filer · SEC CIK 1164478
Kanawha Capital Management LLC
Reported value$1.56Bas of Sep 30, 2026
Positions228 6 new, 6 sold out
Top 10 weight33.4%MSFT alone is 7%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
6.7%
AAPLApple Inc.
6.6%
GOOGLAlphabet Inc.
3.4%
JPMJPMorgan Chase & Co
2.9%
IVViShares Tr
2.5%
JNJJohnson & Johnson
2.5%
ABBVAbbVie Inc.
2.4%
BRK-BBerkshire Hathaway Inc
2.3%
CSCOCisco Systems, Inc.
2.1%
RTXRTX Corp
2.0%
VEAVanguard Tax-Managed FDS
2.0%
LOWLowe's Companies Inc
1.9%
MSFTMicrosoft Corp
6.7%
AAPLApple Inc.
6.6%
GOOGLAlphabet Inc.
3.4%
JPMJPMorgan Chase & Co
2.9%
IVViShares Tr
2.5%
JNJJohnson & Johnson
2.5%
ABBVAbbVie Inc.
2.4%
BRK-BBerkshire Hathaway Inc
2.3%
CSCOCisco Systems, Inc.
2.1%
RTX2.0%VEA2.0%
LOW1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 6.7% HeldAAPL Apple Inc. 6.6% HeldGOOGL Alphabet Inc. 3.4% HeldJPM JPMorgan Chase & Co 2.9% Held
IVV iShares Tr 2.5% Held
JNJ Johnson & Johnson 2.5% HeldABBV AbbVie Inc. 2.4% HeldBRK-B Berkshire Hathaway Inc 2.3% HeldCSCO Cisco Systems, Inc. 2.1% HeldRTX RTX Corp 2.0% HeldVEA Vanguard Tax-Managed FDS 2.0% Held
LOW Lowe's Companies Inc 1.9% HeldWhat changed
Biggest moves since Jun 30, 2026
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