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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001164478

KANAWHA CAPITAL MANAGEMENT LLC

RICHMOND, VA · File #028-10012

Latest AUM
$1.45B
Positions
221
Top-10 Concentration
42.3%
Filings
12

Sector Allocation

Technology
19.0%$276.5M
Industrials
8.5%$124.0M
Healthcare
7.4%$108.0M
Financials
5.8%$84.8M
Energy
2.7%$39.7M
Utilities
1.7%$24.7M
Materials
1.4%$20.2M
Real Estate
0.0%$234,240

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1MICROSOFT CORPMSFT199,470$96.5M8.34%
2APPLE INCAAPL313,844$85.3M7.38%
3ALPHABET INCGOOG158,728$49.7M4.30%
4JPMORGAN CHASE & CO.VYLD136,347$43.9M3.80%
5LOWES COS INC548661107169,357$40.8M3.53%
6ORACLE CORPORCL-PD189,140$36.9M3.19%
7BERKSHIRE HATHAWAY INC DELBRK-A73,076$36.7M3.18%
8ISHARES TR46428720052,911$36.2M3.13%
9ABBVIE INCABBV142,080$32.5M2.81%
10RTX CORPORATIONRTX170,368$31.2M2.70%
11JOHNSON & JOHNSONJNJ148,475$30.7M2.66%
12AUTOMATIC DATA PROCESSING INADP113,260$29.1M2.52%
13ISHARES TR464287507400,328$26.4M2.28%
14PROCTER AND GAMBLE CO742718109182,670$26.2M2.26%
15MCDONALDS CORPMCD82,173$25.1M2.17%
16CISCO SYS INCCSCO308,908$23.8M2.06%
17VANGUARD TAX-MANAGED FDS921943858372,734$23.3M2.01%
18AMPHENOL CORP NEW032095101168,486$22.8M1.97%
19ABBOTT LABSABLZF179,351$22.5M1.94%
20ILLINOIS TOOL WKS INC45230810988,201$21.7M1.88%