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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 9 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DUPONT DE NEMOURS INC 2,811.0 $381K 0.05% NEW $135.66
162 INTC INTEL CORP Technology 2,707.0 $378K 0.05% NEW $139.61 -33.5%
163 COHR COHERENT CORP Technology 957.0 $378K 0.05% NEW $394.47 -27.1%
164 CL COLGATE PALMOLIVE CO Consumer Defensive 4,117.0 $377K 0.05% NEW $91.68 -0.9%
165 MINT PIMCO ETF TR 3,740.0 $377K 0.05% NEW $100.80 -0.1%
166 AEP AMERICAN ELEC PWR CO INC Utilities 2,715.0 $372K 0.04% NEW $136.84 -7.7%
167 LOW LOWES COS INC Consumer Cyclical 1,684.0 $371K 0.04% NEW $220.48 +0.1%
168 AZN ASTRAZENECA PLC Healthcare 1,927.0 $365K 0.04% NEW $189.62 -13.0%
169 VIST VISTA ENERGY S.A.B. DE C.V. Energy 5,695.0 $363K 0.04% NEW $63.80 +7.2%
170 GSK GSK PLC Healthcare 6,800.0 $356K 0.04% NEW $52.42 +0.9%
171 AKRE PROFESIONALLY MANAGED PORTFO 6,687.0 $356K 0.04% NEW $53.19 +13.9%
172 ORCL ORACLE CORP Technology 2,372.0 $348K 0.04% NEW $146.56 -1.9%
173 VLO VALERO ENERGY CORP Energy 1,324.0 $345K 0.04% NEW $260.37 +33.0%
174 MU MICRON TECHNOLOGY INC Technology 299.0 $345K 0.04% NEW $1152.49 -18.7%
175 MIDD MIDDLEBY CORP Industrials 2,000.0 $344K 0.04% NEW $172.01 -34.6%
176 BN BROOKFIELD CORP Financial Services 7,938.0 $338K 0.04% NEW $42.59 -1.0%
177 BROOKFIELD ASSET MANAGMT LTD 7,521.0 $337K 0.04% NEW $44.85
178 DIS DISNEY WALT CO Communication Services 3,489.0 $336K 0.04% NEW $96.26 +11.1%
179 AMP AMERIPRISE FINL INC Financial Services 728.0 $334K 0.04% NEW $458.96 +22.0%
180 AMAT APPLIED MATLS INC Technology 454.0 $328K 0.04% NEW $723.52 -31.4%
Page 9 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%