Canal Capital Management, LLC holds a diversified book of 220 stocks worth $818.7M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Arista Networks Inc and trimmed Old Dominion Freight Line. Their largest long position is Old Dominion Freight Line at 9% of the equity book. Cloning the disclosed picks since 2024 would be +19% (+10.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1666733/holdings"
Use Arkolith to show Canal Capital Management, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Canal Capital Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
70% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Canal Capital Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| UBS Group AG | 80 / 80 | $159.3B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.2B |
| MORGAN STANLEY | 79 / 80 | $608.5B |
| JPMORGAN CHASE & CO | 79 / 80 | $553.5B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $427.0B |
| ROYAL BANK OF CANADA | 79 / 80 | $177.1B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $176.2B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $118.2B |
Ranked by how many of Canal Capital Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Old Dominion Freight Line In COM | $77.7M | 358.9K | 9.5% | ▼−4.1% Reduced · −15K sh | |
| 2 | Apple Inc COM | $36.8M | 127.0K | 4.5% | ▼−0.8% Reduced · −1K sh | |
| 3 | Invesco QQQ TR UNIT SER 1 | $30.8M | 41.9K | 3.8% | ▼−23% Reduced · −12K sh | |
| 4 | Microsoft Corp COM | $25.1M | 67.2K | 3.1% | ▲+14% Added · +8K sh | |
| 5 | Schwab Strategic TR US LRG CAP ETF | $24.3M | 825.7K | 3.0% | ▲+1.3% Added · +11K sh | |
| 6 | Ishares TR IBOXX INV CP ETF | $22.3M | 204.3K | 2.7% | ▲+4.5% Added · +9K sh | |
| 7 | Nvidia Corporation COM | $21.9M | 109.6K | 2.7% | ▲+37% Added · +30K sh | |
| 8 | Broadcom Inc COM | $20.4M | 54.0K | 2.5% | ▼−1.5% Reduced · −818 sh | |
| 9 | Philip Morris Intl Inc COM | $18.4M | 101.5K | 2.2% | ▲+1.5% Added · +2K sh | |
| 10 | Ishares TR 3 7 YR TREAS BD | $17.8M | 151.5K | 2.2% | ▲+4.3% Added · +6K sh | |
| 11 | Alphabet Inc CAP STK CL A | $16.8M | 47.0K | 2.1% | ▼−6.9% Reduced · −3K sh | |
| 12 | Ssga Active ETF TR ST STR TOTAL ETF | $16.7M | 423.8K | 2.0% | ▲+3.5% Added · +14K sh | |
| 13 | JPMorgan Chase & Co COM | $15.5M | 47.3K | 1.9% | ▲+1.8% Added · +825 sh | |
| 14 | Blackstone Inc COM | $14.4M | 122.6K | 1.8% | ▲+16% Added · +17K sh | |
| 15 | Palo Alto Networks Inc COM | $14.2M | 41.5K | 1.7% | ▼−5.3% Reduced · −2K sh | |
| 16 | Berkshire Hathaway Inc Del CL B NEW | $14.0M | 28.0K | 1.7% | ▼−5.2% Reduced · −2K sh | |
| 17 | Walmart Inc COM | $12.7M | 112.3K | 1.6% | ▲+0.2% Added · +204 sh | |
| 18 | Amazon Com Inc COM | $12.7M | 53.1K | 1.5% | ▲+12% Added · +6K sh | |
| 19 | Qualcomm Inc COM | $12.6M | 68.3K | 1.5% | ▲+4.6% Added · +3K sh | |
| 20 | Altria Group Inc COM | $12.2M | 169.8K | 1.5% | ▼−15% Reduced · −29K sh | |
| 21 | ASML Hldg NV N Y REGISTRY SHS | $12.1M | 6.1K | 1.5% | ▼−17% Reduced · −1K sh | |
| 22 | Johnson & Johnson COM | $11.9M | 46.7K | 1.4% | ▼−0.9% Reduced · −437 sh | |
| 23 | Eli Lilly & Co COM | $9.5M | 7.9K | 1.2% | ▲+0.7% Added · +52 sh | |
| 24 | Ishares TR CORE S&P500 ETF | $9.3M | 12.4K | 1.1% | ▼−34% Reduced · −6K sh | |
| 25 | Ferguson Enterprises Inc COMMON STOCK NEW | $8.9M | 37.7K | 1.1% | ▲+0.9% Added · +339 sh | |
| 26 | Amgen Inc COM | $8.8M | 24.3K | 1.1% | ▲+4.5% Added · +1K sh | |
| 27 | Exxon Mobil Corp COM | $8.8M | 64.1K | 1.1% | ▼−2.4% Reduced · −2K sh | |
| 28 | Vanguard Index FDS S&P 500 ETF SHS | $8.7M | 12.7K | 1.1% | ▼−3.9% Reduced · −520 sh | |
| 29 | Union Pac Corp COM | $8.1M | 29.8K | 1.0% | ▲+5.4% Added · +2K sh | |
| 30 | Realty Income Corp COM | $7.9M | 128.3K | 1.0% | ▲+2.5% Added · +3K sh | |
| 31 | Visa Inc COM CL A | $7.8M | 22.8K | 1.0% | ▲+1.0% Added · +218 sh | |
| 32 | Watsco Inc COM | $7.6M | 18.2K | 0.9% | ▲+1.5% Added · +275 sh | |
| 33 | CRH PLC ORD | $7.5M | 69.8K | 0.9% | ▲+2.8% Added · +2K sh | |
| 34 | Ishares TR RUS 1000 GRW ETF | $7.4M | 59.4K | 0.9% | ▲+300% Added · +45K sh | |
| 35 | Home Depot Inc COM | $7.4M | 20.8K | 0.9% | ▲+5.8% Added · +1K sh | |
| 36 | Taiwan Semiconductor Manufac SPONSORED ADS | $7.3M | 15.2K | 0.9% | ▼−4.4% Reduced · −700 sh | |
| 37 | Ishares TR 0-5 YR TIPS ETF | $6.8M | 66.4K | 0.8% | ▼−20% Reduced · −17K sh | |
| 38 | PPG Inds Inc COM | $6.7M | 55.4K | 0.8% | ▼−17% Reduced · −11K sh | |
| 39 | Duke Energy Corp New COM NEW | $6.5M | 51.5K | 0.8% | ▼−8.9% Reduced · −5K sh | |
| 40 | AT&T Inc COM | $6.5M | 314.6K | 0.8% | ▲+10% Added · +29K sh | |
| 41 | Ssga Active ETF TR ST STR BL LN ETF | $6.5M | 160.7K | 0.8% | ▼−8.5% Reduced · −15K sh | |
| 42 | Ishares TR CORE S&P MCP ETF | $6.0M | 78.1K | 0.7% | ▼−4.7% Reduced · −4K sh | |
| 43 | Netflix Inc. COM | $5.8M | 81.0K | 0.7% | ▲13× Added · +75K sh | |
| 44 | Arista Networks Inc COM SHS | $5.3M | 31.1K | 0.6% | ▲New New position | |
| 45 | Martin Marietta Matls Inc COM | $5.3M | 9.1K | 0.6% | ▲+7.0% Added · +599 sh | |
| 46 | Meta Platforms Inc CL A | $5.2M | 9.2K | 0.6% | ▲+46% Added · +3K sh | |
| 47 | WW Grainger Inc COM | $5.0M | 3.7K | 0.6% | ▼−12% Reduced · −525 sh | |
| 48 | American Tower Corp COM | $4.9M | 30.2K | 0.6% | ▼−12% Reduced · −4K sh | |
| 49 | Eaton Corp PLC SHS | $4.9M | 11.5K | 0.6% | ▲+20% Added · +2K sh | |
| 50 | Litman Gregory FDS TR IMGP DBI MAN ETF | $4.8M | 156.2K | 0.6% | ▲+180% Added · +100K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 220 | $818.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 207 | $738.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 6, 2026 | 188 | $704.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Jan 6, 2026 | 186 | $666.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Sep 19, 2025 | 188 | $634.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Sep 19, 2025 | 162 | $597.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 171 | $617.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 155 | $626.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.