Canal Capital Management, LLC Diversified Active

CIK: 0001666733 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value ($000): $617,635 (100.0% shares, 0.0% debt)

Holdings (171)

ODFL OLD DOMINION FREIGHT LINE IN 16.1%
Value ($000) $99,606 Shares 564,660 Est. Cost $145.44 Unrealized +39.0%
AAPL APPLE INC 5.0%
Value ($000) $30,946 Shares 123,577 Est. Cost $111.75 Unrealized +109.8%
MSFT MICROSOFT CORP 3.2%
Value ($000) $19,630 Shares 46,572 Est. Cost $213.43 Unrealized +97.9%
BX BLACKSTONE INC 2.6%
Value ($000) $15,987 Shares 92,724 Est. Cost $61.41 Unrealized +174.8%
LQD ISHARES TR 2.5%
Value ($000) $15,511 Shares 145,178 Est. Cost $109.18 Unrealized
MO ALTRIA GROUP INC 2.4%
Value ($000) $14,922 Shares 285,368 Est. Cost $36.28 Unrealized +34.5%
AVGO BROADCOM INC 2.4%
Value ($000) $14,530 Shares 62,672 Est. Cost $146.18 Unrealized +25.1%
IEI ISHARES TR 2.2%
Value ($000) $13,661 Shares 118,222 Est. Cost $115.95 Unrealized
IVV ISHARES TR 2.2%
Value ($000) $13,511 Shares 22,952 Est. Cost $361.02 Unrealized
PM PHILIP MORRIS INTL INC 2.0%
Value ($000) $12,631 Shares 104,945 Est. Cost $73.78 Unrealized +63.5%
TOTL SSGA ACTIVE ETF TR 2.0%
Value ($000) $12,401 Shares 314,828 Est. Cost $41.73 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.9%
Value ($000) $12,007 Shares 26,490 Est. Cost $253.28 Unrealized +82.3%
NVDA NVIDIA CORPORATION 1.8%
Value ($000) $10,876 Shares 80,987 Est. Cost $91.76 Unrealized +50.2%
JPM JPMORGAN CHASE & CO. 1.7%
Value ($000) $10,719 Shares 44,717 Est. Cost $100.43 Unrealized +127.0%
WMT WALMART INC 1.7%
Value ($000) $10,660 Shares 117,987 Est. Cost $52.52 Unrealized +63.4%
GOOGL ALPHABET INC 1.6%
Value ($000) $9,760 Shares 51,559 Est. Cost $109.73 Unrealized +58.7%
IJR ISHARES TR 1.5%
Value ($000) $9,512 Shares 82,551 Est. Cost $105.27 Unrealized
OEF ISHARES TR 1.5%
Value ($000) $9,114 Shares 31,553 Est. Cost $125.99 Unrealized
AMZN AMAZON COM INC 1.4%
Value ($000) $8,760 Shares 39,928 Est. Cost $122.04 Unrealized +67.6%
VOO VANGUARD INDEX FDS 1.4%
Value ($000) $8,339 Shares 15,477 Est. Cost $357.44 Unrealized
PANW PALO ALTO NETWORKS INC 1.3%
Value ($000) $7,955 Shares 43,718 Est. Cost $132.51 Unrealized +42.6%
IJH ISHARES TR 1.2%
Value ($000) $7,571 Shares 121,512 Est. Cost $84.58 Unrealized
LMT LOCKHEED MARTIN CORP 1.2%
Value ($000) $7,502 Shares 15,437 Est. Cost $362.03 Unrealized +45.6%
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $6,858 Shares 13,557 Est. Cost $466.18 Unrealized +18.6%
QQQ INVESCO QQQ TR 1.1%
Value ($000) $6,820 Shares 13,341 Est. Cost $375.47 Unrealized
FERG FERGUSON ENTERPRISES INC 1.0%
Value ($000) $6,421 Shares 36,993 Est. Cost $197.54 Unrealized -1.5%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $6,410 Shares 59,588 Est. Cost $94.95 Unrealized +18.3%
HD HOME DEPOT INC 1.0%
Value ($000) $6,381 Shares 16,404 Est. Cost $306.32 Unrealized +29.7%
V VISA INC 1.0%
Value ($000) $6,305 Shares 19,949 Est. Cost $185.44 Unrealized +60.9%
IWF ISHARES TR 1.0%
Value ($000) $6,161 Shares 15,342 Est. Cost $105.23 Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $6,065 Shares 41,939 Est. Cost $124.03 Unrealized +20.6%
CRH CRH PLC 1.0%
Value ($000) $5,957 Shares 64,390 Est. Cost $79.17 Unrealized +20.4%
GD GENERAL DYNAMICS CORP 0.9%
Value ($000) $5,691 Shares 21,598 Est. Cost $215.84 Unrealized +30.6%
ABBV ABBVIE INC 0.9%
Value ($000) $5,296 Shares 29,806 Est. Cost $124.22 Unrealized +42.8%
UPS UNITED PARCEL SERVICE INC 0.8%
Value ($000) $5,154 Shares 40,876 Est. Cost $119.10 Unrealized +2.7%
INTU INTUIT 0.8%
Value ($000) $5,143 Shares 8,183 Est. Cost $344.85 Unrealized +84.0%
BAM BROOKFIELD ASSET MANAGMT LTD 0.8%
Value ($000) $5,009 Shares 92,442 Est. Cost $28.77 Unrealized +81.1%
SRLN SSGA ACTIVE ETF TR 0.8%
Value ($000) $4,799 Shares 115,011 Est. Cost $43.47 Unrealized
DVN DEVON ENERGY CORP NEW 0.8%
Value ($000) $4,764 Shares 145,553 Est. Cost $45.47 Unrealized -19.9%
ASML ASML HOLDING N V 0.8%
Value ($000) $4,729 Shares 6,823 Est. Cost $610.55 Unrealized
CRM SALESFORCE INC 0.7%
Value ($000) $4,598 Shares 13,752 Est. Cost $191.30 Unrealized +65.6%
O REALTY INCOME CORP 0.7%
Value ($000) $4,587 Shares 85,875 Est. Cost $48.98 Unrealized +11.3%
BG BUNGE GLOBAL SA 0.7%
Value ($000) $4,555 Shares 58,577 Est. Cost $88.79 Unrealized -4.9%
ISRG INTUITIVE SURGICAL INC 0.7%
Value ($000) $4,348 Shares 8,330 Est. Cost $287.88 Unrealized +80.9%
GWW GRAINGER W W INC 0.7%
Value ($000) $4,285 Shares 4,065 Est. Cost $690.72 Unrealized +61.6%
ORLY OREILLY AUTOMOTIVE INC 0.7%
Value ($000) $4,202 Shares 3,544 Est. Cost $49.74 Unrealized +62.1%
NOW SERVICENOW INC 0.7%
Value ($000) $4,087 Shares 3,855 Est. Cost $100.01 Unrealized +102.6%
D DOMINION ENERGY INC 0.7%
Value ($000) $4,076 Shares 75,676 Est. Cost $54.24 Unrealized -0.4%
ADBE ADOBE INC 0.6%
Value ($000) $3,955 Shares 8,893 Est. Cost $445.80 Unrealized +11.1%
KNSL KINSALE CAP GROUP INC 0.6%
Value ($000) $3,637 Shares 7,818 Est. Cost $449.72 Unrealized +5.2%
DHR DANAHER CORPORATION 0.6%
Value ($000) $3,514 Shares 15,307 Est. Cost $233.95 Unrealized +4.3%
DOW DOW INC 0.6%
Value ($000) $3,501 Shares 87,254 Est. Cost $45.51 Unrealized -5.7%
XLU SELECT SECTOR SPDR TR 0.5%
Value ($000) $3,320 Shares 43,857 Est. Cost $75.69 Unrealized
AGG ISHARES TR 0.5%
Value ($000) $3,092 Shares 31,913 Est. Cost $97.59 Unrealized
AOA ISHARES TR 0.5%
Value ($000) $2,854 Shares 37,256 Est. Cost $53.85 Unrealized
JNK SPDR SER TR 0.5%
Value ($000) $2,827 Shares 29,607 Est. Cost $94.27 Unrealized
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $2,753 Shares 4,698 Est. Cost $425.17 Unrealized
SNPS SYNOPSYS INC 0.4%
Value ($000) $2,678 Shares 5,517 Est. Cost $522.72 Unrealized 0.0%
IEF ISHARES TR 0.4%
Value ($000) $2,551 Shares 27,598 Est. Cost $92.28 Unrealized
NFLX NETFLIX INC 0.4%
Value ($000) $2,437 Shares 2,734 Est. Cost $15.75 Unrealized +422.5%
IIIN INSTEEL INDS INC 0.4%
Value ($000) $2,416 Shares 89,460 Est. Cost $27.72 Unrealized -1.1%
DBMF LITMAN GREGORY FDS TR 0.4%
Value ($000) $2,325 Shares 88,890 Est. Cost $28.07 Unrealized
AUB ATLANTIC UN BANKSHARES CORP 0.4%
Value ($000) $2,283 Shares 60,280 Est. Cost $26.41 Unrealized +42.0%
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $2,082 Shares 43,535 Est. Cost $43.61 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $1,879 Shares 7,822 Est. Cost $170.85 Unrealized
BRNY EA SERIES TRUST 0.2%
Value ($000) $1,515 Shares 36,520 Est. Cost $28.46 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $1,489 Shares 7,819 Est. Cost $109.19 Unrealized +60.9%
GLD SPDR GOLD TR 0.2%
Value ($000) $1,443 Shares 5,961 Est. Cost $218.22 Unrealized
TQQQ PROSHARES TR 0.2%
Value ($000) $1,420 Shares 17,950 Est. Cost $86.49 Unrealized
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $1,413 Shares 7,924 Est. Cost $79.60 Unrealized +114.4%
LLY ELI LILLY & CO 0.2%
Value ($000) $1,359 Shares 1,761 Est. Cost $223.61 Unrealized +267.2%
IHE ISHARES TR 0.2%
Value ($000) $1,348 Shares 20,504 Est. Cost $65.72 Unrealized
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $1,333 Shares 6,911 Est. Cost $66.76 Unrealized +183.6%
VNQI VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,332 Shares 33,663 Est. Cost $43.80 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $1,308 Shares 21,009 Est. Cost $56.07 Unrealized +12.5%
SPDW SPDR INDEX SHS FDS 0.2%
Value ($000) $1,252 Shares 36,688 Est. Cost $29.96 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.2%
Value ($000) $1,207 Shares 92,947 Est. Cost $13.35 Unrealized
EMXC ISHARES INC 0.2%
Value ($000) $1,154 Shares 20,806 Est. Cost $55.16 Unrealized
SPSM SPDR SER TR 0.2%
Value ($000) $1,133 Shares 25,228 Est. Cost $44.92 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,113 Shares 7,685 Est. Cost $132.18 Unrealized +10.1%
CSCO CISCO SYS INC 0.2%
Value ($000) $1,096 Shares 18,507 Est. Cost $32.11 Unrealized +72.5%
PROSHARES TR 0.2%
Value ($000) $1,089 Shares 55,385 Est. Cost $20.39 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $1,063 Shares 2,903 Est. Cost $366.06 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $1,057 Shares 2,007 Est. Cost $234.80 Unrealized +119.2%
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $995 Shares 12,401 Est. Cost $80.27 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $988 Shares 16,984 Est. Cost $58.31 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $883 Shares 4,509 Est. Cost $158.17 Unrealized
MOO VANECK ETF TRUST 0.1%
Value ($000) $883 Shares 13,683 Est. Cost $64.52 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $877 Shares 2,136 Est. Cost $366.28 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $868 Shares 4,382 Est. Cost $150.12 Unrealized
UDOW PROSHARES TR 0.1%
Value ($000) $849 Shares 8,980 Est. Cost $84.63 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $762 Shares 18,742 Est. Cost $40.67 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $738 Shares 17,002 Est. Cost $41.34 Unrealized +2.4%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $709 Shares 6,580 Est. Cost $88.74 Unrealized +22.6%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $681 Shares 31,091 Est. Cost $15.39 Unrealized +25.9%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $658 Shares 7,654 Est. Cost $82.81 Unrealized
RWR SPDR SER TR 0.1%
Value ($000) $653 Shares 6,605 Est. Cost $98.86 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $624 Shares 8,180 Est. Cost $27.24 Unrealized +24.2%
IEO ISHARES TR 0.1%
Value ($000) $613 Shares 6,842 Est. Cost $89.63 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $585 Shares 1,449 Est. Cost $182.88 Unrealized +75.9%
IEV ISHARES TR 0.1%
Value ($000) $585 Shares 11,233 Est. Cost $51.01 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $566 Shares 1,561 Est. Cost $236.94 Unrealized +61.1%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $562 Shares 9,413 Est. Cost $64.20 Unrealized -0.9%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $553 Shares 604 Est. Cost $398.53 Unrealized +131.5%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $534 Shares 938 Est. Cost $518.00 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $531 Shares 4,016 Est. Cost $112.13 Unrealized
IYT ISHARES TR 0.1%
Value ($000) $525 Shares 7,772 Est. Cost $67.57 Unrealized
GRAB GRAB HOLDINGS LIMITED 0.1%
Value ($000) $518 Shares 109,662 Est. Cost $10.77 Unrealized -57.7%
RTX RTX CORPORATION 0.1%
Value ($000) $490 Shares 4,234 Est. Cost $70.45 Unrealized +67.9%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $485 Shares 9,135 Est. Cost $53.05 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $484 Shares 5,432 Est. Cost $86.14 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $474 Shares 2,829 Est. Cost $113.45 Unrealized +46.1%
AHRT ARMADA HOFFLER PPTYS INC 0.1%
Value ($000) $474 Shares 46,326 Est. Cost $12.99 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $456 Shares 3,717 Est. Cost $54.25 Unrealized +138.0%
CSX CSX CORP 0.1%
Value ($000) $454 Shares 14,079 Est. Cost $29.66 Unrealized +13.6%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $452 Shares 848 Est. Cost $302.58 Unrealized +74.0%
IGV ISHARES TR 0.1%
Value ($000) $430 Shares 4,295 Est. Cost $124.15 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $428 Shares 4,313 Est. Cost $55.83 Unrealized +83.2%
IVW ISHARES TR 0.1%
Value ($000) $415 Shares 4,089 Est. Cost $60.35 Unrealized
SMARTSHEET INC 0.1%
Value ($000) $404 Shares 7,214 Est. Cost $39.36 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $401 Shares 645 Est. Cost $319.41 Unrealized
GM GENERAL MTRS CO 0.1%
Value ($000) $400 Shares 7,505 Est. Cost $33.39 Unrealized +55.0%
FBND FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $400 Shares 8,909 Est. Cost $46.48 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $398 Shares 6,940 Est. Cost $57.41 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $389 Shares 4,282 Est. Cost $70.46 Unrealized +32.1%
LOW LOWES COS INC 0.1%
Value ($000) $387 Shares 1,570 Est. Cost $217.38 Unrealized +20.3%
IWM ISHARES TR 0.1%
Value ($000) $377 Shares 1,706 Est. Cost $135.44 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $375 Shares 2,026 Est. Cost $113.14 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $359 Shares 3,075 Est. Cost $103.45 Unrealized +36.2%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $354 Shares 4,210 Est. Cost $84.14 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $351 Shares 1,494 Est. Cost $120.37 Unrealized +106.4%
CTVA CORTEVA INC 0.1%
Value ($000) $345 Shares 6,061 Est. Cost $35.45 Unrealized +64.8%
AOR ISHARES TR 0.1%
Value ($000) $342 Shares 5,968 Est. Cost $47.00 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $338 Shares 578 Est. Cost $505.20 Unrealized +15.7%
MCD MCDONALDS CORP 0.1%
Value ($000) $336 Shares 1,160 Est. Cost $232.94 Unrealized +24.6%
MSTR MICROSTRATEGY INC 0.1%
Value ($000) $329 Shares 1,136 Est. Cost $300.91 Unrealized 0.0%
CALAMOS STRATEGIC TOTAL RETU 0.1%
Value ($000) $328 Shares 18,515 Est. Cost $15.78 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $323 Shares 10,294 Est. Cost $29.49 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $314 Shares 3,230 Est. Cost $82.65 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $314 Shares 8,175 Est. Cost $36.93 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $310 Shares 4,094 Est. Cost $22.52 Unrealized +158.7%
BLACKROCK VA MUN BD TR 0.0%
Value ($000) $309 Shares 28,075 Est. Cost $10.99 Unrealized
SUI SUN CMNTYS INC 0.0%
Value ($000) $307 Shares 2,498 Est. Cost $133.67 Unrealized
UBSI UNITED BANKSHARES INC WEST V 0.0%
Value ($000) $303 Shares 8,069 Est. Cost $36.09 Unrealized +9.1%
NUBD NUSHARES ETF TR 0.0%
Value ($000) $295 Shares 13,567 Est. Cost $21.95 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $295 Shares 2,592 Est. Cost $93.82 Unrealized +30.1%
GSK GSK PLC 0.0%
Value ($000) $292 Shares 8,638 Est. Cost $30.03 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $279 Shares 1,671 Est. Cost $124.13 Unrealized +41.7%
MKL MARKEL GROUP INC 0.0%
Value ($000) $268 Shares 155 Est. Cost $1659.34 Unrealized 0.0%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $253 Shares 3,848 Est. Cost $65.78 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $244 Shares 3,725 Est. Cost $68.14 Unrealized
ITIC INVESTORS TITLE CO NC 0.0%
Value ($000) $237 Shares 1,000 Est. Cost $210.03 Unrealized +19.2%
TTD THE TRADE DESK INC 0.0%
Value ($000) $235 Shares 2,000 Est. Cost $99.77 Unrealized +24.0%
EEM ISHARES TR 0.0%
Value ($000) $234 Shares 5,587 Est. Cost $39.22 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $234 Shares 469 Est. Cost $423.77 Unrealized +18.7%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $233 Shares 2,607 Est. Cost $68.08 Unrealized +39.2%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $229 Shares 622 Est. Cost $379.49 Unrealized +7.8%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $228 Shares 2,060 Est. Cost $92.47 Unrealized 0.0%
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $220 Shares 31,647 Est. Cost $6.95 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $218 Shares 381 Est. Cost $544.86 Unrealized 0.0%
NULG NUSHARES ETF TR 0.0%
Value ($000) $212 Shares 2,473 Est. Cost $81.16 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $209 Shares 2,458 Est. Cost $82.04 Unrealized 0.0%
FXG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $206 Shares 3,223 Est. Cost $64.06 Unrealized
BIL SPDR SER TR 0.0%
Value ($000) $206 Shares 2,258 Est. Cost $91.43 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $202 Shares 1,325 Est. Cost $162.78 Unrealized -3.8%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $201 Shares 1,188 Est. Cost $174.42 Unrealized
BLACKROCK INCOME TR INC 0.0%
Value ($000) $185 Shares 16,052 Est. Cost $11.99 Unrealized
ROYCE SMALL CAP TRUST INC 0.0%
Value ($000) $179 Shares 11,303 Est. Cost $15.80 Unrealized
NUVEEN CR STRATEGIES INCOME 0.0%
Value ($000) $171 Shares 30,111 Est. Cost $5.69 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $167 Shares 24,532 Est. Cost $6.82 Unrealized
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $86 Shares 10,045 Est. Cost $8.59 Unrealized