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Portfolio (Quarterly) Guide ↗

Canal Capital Management, LLC

· CIK 0001666733
13F Portfolio $819M AUM 220 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 220 New
Page 8 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HWC HANCOCK WHITNEY CORPORATION Financial Services 6,298.0 $471K 0.06% NEW $74.72 +1.9%
142 VWO VANGUARD INTL EQUITY INDEX F 7,714.0 $460K 0.06% NEW $59.69 +0.6%
143 NVS NOVARTIS AG Healthcare 2,906.0 $455K 0.06% NEW $156.70 +2.3%
144 PSX PHILLIPS 66 Energy 2,646.0 $447K 0.06% NEW $169.06 +43.3%
145 DE DEERE & CO Industrials 703.0 $446K 0.05% NEW $634.10 -8.4%
146 NUBD NUSHARES ETF TR 19,934.0 $441K 0.05% NEW $22.14 -1.3%
147 LMT LOCKHEED MARTIN CORP Industrials 854.0 $435K 0.05% NEW $509.36 +15.7%
148 MELI MERCADOLIBRE INC Consumer Cyclical 247.0 $419K 0.05% NEW $1697.39 +12.4%
149 GRAB GRAB HOLDINGS LIMITED Technology 109,662.0 $413K 0.05% NEW $3.77 -6.1%
150 COP CONOCOPHILLIPS Energy 3,958.0 $411K 0.05% NEW $103.96 +25.6%
151 SUI SUN CMNTYS INC Real Estate 3,429.0 $411K 0.05% NEW $119.90 +1.8%
152 FNDF SCHWAB STRATEGIC TR 7,643.0 $403K 0.05% NEW $52.76 +4.9%
153 VYM VANGUARD WHITEHALL FDS 2,548.0 $403K 0.05% NEW $158.05 +4.6%
154 SCHG SCHWAB STRATEGIC TR 11,773.0 $398K 0.05% NEW $33.84 +4.8%
155 DIA STATE STR SPDR DOW JONES IND Financial Services 756.0 $395K 0.05% NEW $522.61 +2.2%
156 NOW SERVICENOW INC Technology 3,952.0 $392K 0.05% NEW $99.28 +28.1%
157 MKL MARKEL GROUP INC Financial Services 200.0 $391K 0.05% NEW $1953.01 -8.1%
158 PLTR PALANTIR TECHNOLOGIES INC Technology 3,339.0 $390K 0.05% NEW $116.67 +50.2%
159 PG PROCTER & GAMBLE CO Consumer Defensive 2,656.0 $390K 0.05% NEW $146.66 -1.5%
160 IGV ISHARES TR 4,232.0 $383K 0.05% NEW $90.60 +13.5%
Page 8 of 11  ·  220 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.8%
Industrials 21.1%
Financial Services 15.5%
Consumer Defensive 8.0%
Healthcare 7.3%
Communication Services 6.4%
Consumer Cyclical 4.1%
Energy 2.8%
Basic Materials 2.4%
Real Estate 2.3%