Fund Holdings — Canal Capital Management, LLC

Total Portfolio Value
$738.81M
Total Bought
$133.86M
Total Sold
$104.12M
Net Transaction
+$29.74M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2025
▲▼
Q1 2026
▲▼
Change
▲▼
Q4 2025
▲▼
Q1 2026
▲▼
Weight (%)
▲▼
Change
▲▼
INVESCO QQQ TR12,14354,306+42,1637,46031,3444.24%+23,884
SCHWAB STRATEGIC TR19,649815,158+795,50952920,9012.83%+20,372
OLD DOMINION FREIGHT LINE IN(ODFL)374,951374,203-74858,79273,1199.90%+14,327
ISHARES TR
0-5 YR TIPS ETF
082,970+82,97008,5821.16%+8,582
DUKE ENERGY CORP NEW(DUK)2,02756,520+54,4932387,4011.00%+7,163
PPG INDS INC(PPG)066,676+66,67607,1260.96%+7,126
UNION PAC CORP(UNP)028,304+28,30406,8670.93%+6,867
INTUITIVE SURGICAL INC2,0329,861+7,8292044,5460.62%+4,342
WATSCO INC(WSO)8,99117,970+8,9793,0306,5370.88%+3,508
EXXON MOBIL CORP68,00265,662-2,3408,18311,1401.51%+2,957
PROSHARES TR
SHOR S&P 500 NEW
069,437+69,43702,6340.36%+2,634
AMERICAN TOWER CORP(AMT)18,95134,471+15,5203,3285,9490.81%+2,621
AT&T INC(T)245,000285,451+40,4516,0868,2751.12%+2,189
ASML HLDG NV
N Y REGISTRY SHS
7,3887,314-747,9049,6601.31%+1,756
ALTRIA GROUP INC(MO)197,565199,001+1,43611,39213,1321.78%+1,740
ENERGY TRANSFER L P(ET)076,187+76,18701,4700.20%+1,470
SPROTT ASSET MANAGEMENT LP(PHYS)037,777+37,77701,3390.18%+1,339
WALMART INC(WMT)113,604112,063-1,54112,65713,9271.89%+1,271
JOHNSON & JOHNSON(JNJ)49,61347,152-2,46110,26711,5261.56%+1,259
ISHARES TR182,884195,567+12,68320,15221,3152.89%+1,163
EATON CORP PLC(ETN)7,5719,641+2,0702,4113,4480.47%+1,037
ENTERPRISE PRODS PARTNERS L(EPD)9,39434,410+25,0163011,3020.18%+1,001
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
381,783409,472+27,68915,36716,2682.20%+902
TAIWAN SEMICONDUCTOR MANUFAC(TSM)15,12715,931+8044,5975,3840.73%+787
REALTY INCOME CORP(O)122,411125,144+2,7336,9007,6561.04%+756
PHILIP MORRIS INTL INC(PM)98,49599,992+1,49715,79916,5332.24%+734
ISHARES TR2,0329,225+7,1932049290.13%+725
ISHARES TR138,540145,178+6,63816,53517,2182.33%+683
AMGEN INC(AMGN)22,96523,257+2927,5178,1831.11%+666
GLOBAL X FDS
GLBL X MLP ETF
012,106+12,10606520.09%+652
ISHARES TR3,73512,281+8,5463959830.13%+588
HOME DEPOT INC(HD)17,16619,694+2,5285,9076,4770.88%+570
VANECK ETF TRUST
ALTE ASSE MA ETF
024,222+24,22205200.07%+520
DOW HLDGS INC(DOW)012,275+12,27505110.07%+511
WW GRAINGER INC(GWW)4,0654,226+1614,1024,6100.62%+508
LYONDELLBASELL INDUSTRIES NV
SHS - A -
06,000+6,00004830.07%+483
VANGUARD WORLD FD
INF TECH ETF
4571,167+7103458140.11%+470
CHEVRON CORPORATION(CVX)7,9647,989+251,2141,6530.22%+439
ASTRAZENECA PLC(AZN)01,952+1,95203850.05%+385
DISNEY WALT CO(DIS)03,656+3,65603520.05%+352
FERGUSON ENTERPRISES INC(FERG)37,63437,361-2738,3798,7151.18%+337
SHELL PLC(SHEL)03,596+3,59603340.05%+334
PFIZER INC(PFE)011,908+11,90803340.05%+334
VANGUARD INTL EQUITY INDEX F06,084+6,08403290.04%+329
OREILLY AUTOMOTIVE INC(ORLY)55,03657,882+2,8465,0205,3430.72%+323
VANGUARD MALVERN FDS03,872+3,87203000.04%+300
CATERPILLAR INC(CAT)1,7181,808+909841,2810.17%+296
INVESCO DB MULTI-SECTOR COMM(DBA)010,101+10,10102760.04%+276
PROGRESSIVE CORP(PGR)01,364+1,36402700.04%+270
SCHWAB STRATEGIC TR05,347+5,34702620.04%+262
JD.COM INC(JD)08,722+8,72202580.03%+258
CONSTELLATION ENERGY CORP(CEG)0912+91202550.03%+255
LINDE PLC(LIN)0507+50702510.03%+251
VANGUARD INDEX FDS5,1827,874+2,6924596980.09%+240
MERCK & CO INC(MRK)01,964+1,96402360.03%+236
SEA LTD(SE)02,802+2,80202320.03%+232
CELANESE CORP DEL(CE)03,500+3,50002300.03%+230
COHERENT CORP(COHR)0932+93202220.03%+222
CORNING INC(GLW)01,607+1,60702190.03%+219
VANGUARD WORLD FD
FINANCIALS ETF
01,740+1,74002100.03%+210
BLACKROCK MUNIYILD QULT FD I(MQY)18,99038,637+19,6472154240.06%+210
PETROLEO BRASILEIRO S A(PBR)010,000+10,00002080.03%+208
DIMENSIONAL ETF TRUST
US TARGETED VLU
03,319+3,31902070.03%+207
VANGUARD INDEX FDS1,9252,621+6969391,1450.15%+206
SASOL LTD(SSL)015,000+15,00001940.03%+194
LISTED FDS TR
TEUCRIUM AGRI ST
010,000+10,00001850.03%+185
SERVICENOW INC(NOW)3,0096,150+3,1414616430.09%+182
NETFLIX INC.(NFLX)4,5926,182+1,5904315940.08%+164
VISTA ENERGY S.A.B. DE C.V.(VIST)5,6955,69502774300.06%+153
PIMCO MUN INCOME FD II(PML)019,373+19,37301470.02%+147
PHILLIPS 66(PSX)2,6452,64503414820.07%+141
COCA COLA CO(KO)21,59721,702+1051,5101,6500.22%+141
NUVEEN QUALITY MUNCP INCOME(NAD)012,195+12,19501400.02%+140
ARES CAPITAL CORP(ARCC)32,95544,753+11,7986678060.11%+140
CONOCOPHILLIPS(COP)4,1473,980-1673885250.07%+137
COSTCO WHOLESALE CORPORATION(COST)886880-67648770.12%+112
CORTEVA INC(CTVA)6,0775,960-1174074990.07%+92
LOCKHEED MARTIN CORP(LMT)877850-274245140.07%+90
STRATEGY INC(MSTR)1,6152,653+1,0382453310.04%+86
AMERICAN VANGUARD CORP030,000+30,0000750.01%+75
MONDELEZ INTL INC(MDLZ)8,9699,636+6674835550.08%+73
VANGUARD INDEX FDS1,7642,080+3163374080.06%+71
CSX CORP(CSX)14,19414,224+305155840.08%+69
NORTHROP GRUMMAN CORP(NOC)439460+212503140.04%+64
DEERE & CO(DE)694683-113233850.05%+62
LIBERTY ALL STAR EQUITY FD(USA)010,900+10,9000600.01%+60
SPDR INDEX SHS FDS
ST PORT MARK ETF
18,01119,157+1,1468438990.12%+56
SPDR SERIES TRUST
ST STR SP DIV
8,8978,799-981,2381,2840.17%+46
INSTEEL INDS INC(IIIN)23,10323,108+57327770.11%+45
AMERICAN ELEC PWR CO INC2,6882,695+73103530.05%+43
NOVARTIS AG(NVS)2,9062,90604014440.06%+43
GSK PLC(GSK)6,8006,80003333750.05%+42
DUPONT DE NEMOURS INC(DD)8,2538,143-1103323730.05%+41
CONSOLIDATED EDISON INC(ED)2,6792,700+212663060.04%+39
NUVEEN VA QUALITY MUN INCOM(NPV)24,22927,039+2,8102683060.04%+38
PNC FINL SVCS GROUP INC(PNC)6,7626,957+1951,4121,4480.20%+36
SPDR INDEX SHS FDS
ST STR PO EX ETF
19,71719,963+2468769110.12%+36
PROCTER & GAMBLE CO(PG)2,6212,842+2213764100.06%+35
VANGUARD INDEX FDS7,9157,916+12,0422,0730.28%+32
ISHARES TR41,02641,654+6283,9453,9750.54%+30
Page 1 of 3
Canal Capital Management, LLC — 13F Holdings — Q1 2026 | TickerTrail