Canal Capital Management, LLC Q2 2025 Filing
Filed September 19, 2025
Portfolio Value
$597.3B
Holdings
162
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (162 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ODFLOLD DOMINION FREIGHT LINE IN | 518,410 | $85.8B | 14.36% | |
| 2 | AAPLAPPLE INC | 127,895 | $28.4B | 4.76% | |
| 3 | MSFTMICROSOFT CORP | 51,129 | $19.2B | 3.21% | |
| 4 | LQDISHARES TR | 173,026 | $18.8B | 3.15% | |
| 5 | MOALTRIA GROUP INC | 275,273 | $16.5B | 2.77% | |
| 6 | 4I1PHILIP MORRIS INTL INC | 100,436 | $15.9B | 2.67% | |
| 7 | IEIISHARES TR | 130,695 | $15.4B | 2.58% | |
| 8 | IVVISHARES TR | 25,664 | $14.4B | 2.41% | |
| 9 | BRK/BBERKSHIRE HATHAWAY INC DEL | 26,939 | $14.3B | 2.40% | |
| 10 | TOTLSSGA ACTIVE ETF TR | 354,758 | $14.3B | 2.39% | |
| 11 | BXBLACKSTONE INC | 85,364 | $11.9B | 2.00% | |
| 12 | JPMJPMORGAN CHASE & CO. | 43,992 | $10.8B | 1.81% | |
| 13 | AVGOBROADCOM INC | 59,422 | $9.9B | 1.67% | |
| 14 | WMTWALMART INC | 110,808 | $9.7B | 1.63% | |
| 15 | NDQINVESCO QQQ TR | 19,295 | $9.0B | 1.51% | |
| 16 | NVDANVIDIA CORPORATION | 79,474 | $8.6B | 1.44% | |
| 17 | GOOGLALPHABET INC | 52,077 | $8.1B | 1.35% | |
| 18 | OEFISHARES TR | 29,437 | $8.0B | 1.33% | |
| 19 | JNJJOHNSON & JOHNSON | 47,950 | $8.0B | 1.33% | |
| 20 | IJRISHARES TR | 71,300 | $7.5B | 1.25% | |
| 21 | AMZNAMAZON COM INC | 39,069 | $7.4B | 1.24% | |
| 22 | XOMEXXON MOBIL CORP | 61,974 | $7.4B | 1.23% | |
| 23 | IJHISHARES TR | 124,056 | $7.2B | 1.21% | |
| 24 | VVISA INC | 20,018 | $7.0B | 1.17% | |
| 25 | VOOVANGUARD INDEX FDS | 13,600 | $7.0B | 1.17% | |
| 26 | PANWPALO ALTO NETWORKS INC | 39,812 | $6.8B | 1.14% | |
| 27 | TAT&T INC | 239,325 | $6.8B | 1.13% | |
| 28 | QCOMQUALCOMM INC | 43,128 | $6.6B | 1.11% | |
| 29 | DDOMINION ENERGY INC | 114,231 | $6.4B | 1.07% | |
| 30 | OREALTY INCOME CORP | 110,250 | $6.4B | 1.07% | |
| 31 | AMTAMERICAN TOWER CORP NEW | 29,287 | $6.4B | 1.07% | |
| 32 | DVNDEVON ENERGY CORP NEW | 169,582 | $6.3B | 1.06% | |
| 33 | AMGNAMGEN INC | 20,269 | $6.3B | 1.06% | |
| 34 | HDHOME DEPOT INC | 16,562 | $6.1B | 1.02% | |
| 35 | UPSUNITED PARCEL SERVICE INC | 54,384 | $6.0B | 1.00% | |
| 36 | FERGFERGUSON ENTERPRISES INC | 36,478 | $5.8B | 0.98% | |
| 37 | OMCOMNICOM GROUP INC | 70,010 | $5.8B | 0.97% | |
| 38 | RHCRH PLC | 63,872 | $5.6B | 0.94% | |
| 39 | INTUINTUIT | 9,032 | $5.5B | 0.93% | |
| 40 | IWFISHARES TR | 15,128 | $5.5B | 0.91% | |
| 41 | SRLNSSGA ACTIVE ETF TR | 128,047 | $5.3B | 0.88% | |
| 42 | BABAALIBABA GROUP HLDG LTD | 39,251 | $5.2B | 0.87% | |
| 43 | ORLYOREILLY AUTOMOTIVE INC | 3,499 | $5.0B | 0.84% | |
| 44 | ASMLASML HOLDING N V | 7,093 | $4.7B | 0.79% | |
| 45 | ADBEADOBE INC | 11,141 | $4.3B | 0.72% | |
| 46 | BAMBROOKFIELD ASSET MANAGMT LTD | 87,238 | $4.2B | 0.71% | |
| 47 | KNSLKINSALE CAP GROUP INC | 8,628 | $4.2B | 0.70% | |
| 48 | ISRGINTUITIVE SURGICAL INC | 7,536 | $3.7B | 0.62% | |
| 49 | CRMSALESFORCE INC | 13,300 | $3.6B | 0.60% | |
| 50 | GWWGRAINGER W W INC | 3,560 | $3.5B | 0.59% | |
| 51 | IEFISHARES TR | 35,860 | $3.4B | 0.57% | |
| 52 | SNPSSYNOPSYS INC | 7,840 | $3.4B | 0.56% | |
| 53 | JNKSPDR SERIES TRUST | 33,882 | $3.2B | 0.54% | |
| 54 | BRK-BBERKSHIRE HATHAWAY INC DEL | 4 | $3.2B | 0.53% | |
| 55 | DHRDANAHER CORPORATION | 15,186 | $3.1B | 0.52% | |
| 56 | AOAISHARES TR | 37,096 | $2.8B | 0.48% | |
| 57 | NOWSERVICENOW INC | 3,504 | $2.8B | 0.47% | |
| 58 | NFLXNETFLIX INC | 2,729 | $2.5B | 0.43% | |
| 59 | AGGISHARES TR | 23,617 | $2.3B | 0.39% | |
| 60 | VEAVANGUARD TAX-MANAGED FDS | 42,556 | $2.2B | 0.36% | |
| 61 | SPYSPDR S&P 500 ETF TR | 3,758 | $2.1B | 0.35% | |
| 62 | AUBATLANTIC UN BANKSHARES CORP | 60,363 | $1.9B | 0.31% | |
| 63 | VBVANGUARD INDEX FDS | 7,822 | $1.7B | 0.29% | |
| 64 | IIININSTEEL INDS INC | 63,334 | $1.7B | 0.28% | |
| 65 | VGSHVANGUARD SCOTTSDALE FDS | 28,313 | $1.7B | 0.28% | |
| 66 | COFCAPITAL ONE FINL CORP | 8,506 | $1.5B | 0.26% | |
| 67 | VNQIVANGUARD INTL EQUITY INDEX F | 37,115 | $1.5B | 0.25% | |
| 68 | QLDPROSHARES TR | 16,648 | $1.5B | 0.25% | |
| 69 | BRNYEA SERIES TRUST | 36,520 | $1.5B | 0.24% | |
| 70 | KOCOCA COLA CO | 20,009 | $1.4B | 0.24% | |
| 71 | LLYELI LILLY & CO | 1,728 | $1.4B | 0.24% | |
| 72 | CVXCHEVRON CORP NEW | 8,063 | $1.3B | 0.23% | |
| 73 | GOOGALPHABET INC | 7,804 | $1.2B | 0.20% | |
| 74 | PNCPNC FINL SVCS GROUP INC | 6,891 | $1.2B | 0.20% | |
| 75 | ABBVABBVIE INC | 5,428 | $1.1B | 0.19% | |
| 76 | MAMASTERCARD INCORPORATED | 2,008 | $1.1B | 0.18% | |
| 77 | CSCOCISCO SYS INC | 16,907 | $1.0B | 0.17% | |
| 78 | TQQQPROSHARES TR | 17,950 | $1.0B | 0.17% | |
| 79 | DBMFLITMAN GREGORY FDS TR | 39,916 | $1.0B | 0.17% | |
| 80 | SWSMURFIT WESTROCK PLC | 20,221 | $911.1M | 0.15% | |
| 81 | GQ9SPDR GOLD TR | 2,934 | $845.4M | 0.14% | |
| 82 | VIGVANGUARD SPECIALIZED FUNDS | 4,343 | $842.5M | 0.14% | |
| 83 | VBRVANGUARD INDEX FDS | 4,429 | $825.1M | 0.14% | |
| 84 | VUGVANGUARD INDEX FDS | 2,136 | $792.1M | 0.13% | |
| 85 | UDOWPROSHARES TR | 8,980 | $788.6M | 0.13% | |
| 86 | SPDWSPDR INDEX SHS FDS | 19,135 | $696.7M | 0.12% | |
| 87 | ARCCARES CAPITAL CORP | 31,247 | $692.4M | 0.12% | |
| 88 | TFCTRUIST FINL CORP | 15,994 | $658.1M | 0.11% | |
| 89 | TSLATESLA INC | 2,530 | $655.7M | 0.11% | |
| 90 | SPEMSPDR INDEX SHS FDS | 16,307 | $642.0M | 0.11% | |
| 91 | PDBCINVESCO ACTVELY MNGD ETC FD | 46,271 | $630.7M | 0.11% | |
| 92 | DDDUPONT DE NEMOURS INC | 8,222 | $614.0M | 0.10% | |
| 93 | COSTCOSTCO WHSL CORP NEW | 649 | $613.5M | 0.10% | |
| 94 | UNHUNITEDHEALTH GROUP INC | 1,169 | $612.4M | 0.10% | |
| 95 | MDLZMONDELEZ INTL INC | 8,954 | $607.5M | 0.10% | |
| 96 | NVONOVO-NORDISK A S | 8,461 | $587.5M | 0.10% | |
| 97 | RTXRTX CORPORATION | 4,221 | $559.1M | 0.09% | |
| 98 | SDYSPDR SERIES TRUST | 4,028 | $546.5M | 0.09% | |
| 99 | VEUVANGUARD INTL EQUITY INDEX F | 8,883 | $538.8M | 0.09% | |
| 100 | NSCNORFOLK SOUTHN CORP | 2,266 | $536.6M | 0.09% |
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