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KANAWHA CAPITAL MANAGEMENT LLC

SEC Form 13F institutional filer · CIK 0001164478

13F-HR · 157 reported holdings · 2026-03-31

SEC-registered institutional investment manager.

Reported long-US-equity value

$1.34B

Top-10 concentration

36.0%

KANAWHA CAPITAL MANAGEMENT LLC — $1.34B AUM allocation strategy

KANAWHA CAPITAL MANAGEMENT LLC files SEC Form 13F and reports $1.34B of long US equity value across 157 reported holdings for 2026-03-31.

Its largest sector bet is Information Technology 16.9%, followed by Industrials 5.9% and Financials 5.6%.

The top 10 holdings account for 36% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

KANAWHA CAPITAL MANAGEMENT LLC — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$1.34B

total across 157 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

36% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$NFLX$PFE$NKE

+$NFLX +54.9K sh · +$5.29M+$PFE +25.4K sh · +$1.56M+$NKE +12K sh · −$1.28M

Biggest trims (shares)

$DIS$AFL$TFC

−$DIS −21.2K sh · −$2.93M−$AFL −20.1K sh · −$2.25M−$TFC −16.4K sh · −$1.35M

Added from nil (new positions)

$WAT$BX$MU$WAB

4 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

$CEG$CVS$ISRG$PLTR

$CEG ($349K last qtr)$CVS ($248K last qtr)$ISRG ($225K last qtr)$PLTR ($200K last qtr)

Sector allocation (share of reported value)

Information Technology 17%ETFs 7%Industrials 6%Financials 6%Health Care 5%Consumer Discretionary 5%Energy 4%Communication Services 3%Other holdings 48%SECTORS
  • $XLKInformation Technology16.9%
  • ETFs7.2%
  • $XLIIndustrials5.9%
  • $XLFFinancials5.6%
  • $XLVHealth Care5.0%
  • $XLYConsumer Discretionary4.8%
  • $XLEEnergy3.6%
  • $XLCCommunication Services3.4%
  • Other holdings47.7%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Technology Hardware, Storage & Peripherals 6%Systems Software 6%Integrated Oil & Gas 4%Interactive Media & Services 3%Diversified Banks 3%Home Improvement Retail 3%Pharmaceuticals 3%Multi-Sector Holdings 3%Other holdings 70%INDUSTRIES
  • Technology Hardware, Storage & Peripherals5.9%
  • Systems Software5.5%
  • Integrated Oil & Gas3.6%
  • Interactive Media & Services3.4%
  • Diversified Banks3.0%
  • Home Improvement Retail3.0%
  • Pharmaceuticals2.7%
  • Multi-Sector Holdings2.6%
  • Other holdings70.4%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

9 of 9 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$AAPLApple Inc312K$79.2M-1.78K5.9%
$MSFTMicrosoft Corporation202K$74.6M+2.11K5.6%
$GOOGAlphabet Inc. Class C Capital Stock157K$45.1M-1.93K3.4%
$JPMJP Morgan Chase & Co137K$40.3M+6463.0%
$LOWLowe's Companies Inc168K$39.8M-9113.0%
$JNJJohnson & Johnson149K$36.4M+2842.7%
$BRK.BBerkshire Hathaway Inc.-Class B71.8K$34.4M-1.29K2.6%
$RTXRTX Corporation171K$32.9M+1472.5%
$ABBVAbbVie Inc142K$30.8M-3252.3%

…and 148 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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