Sponsored

The Analysis of Canal Capital Management, LLC's Holdings & P&L

Currently, Canal Capital Management, LLC holds 220 types of securities in its portfolio with a total value $818.7M. In the most recent quarter, they have increased their positions in NVDA (+29.6K shares, valued at $5.9M), IWF (+44.6K shares, valued at $5.5M), N/A (+74.9K shares, valued at $5.3M); decreased their positions in QQQ (-12.4K shares, valued at $9.2M), N/A (-6.3K shares, valued at $4.7M), ORLY (-45.5K shares, valued at $4.2M); initiated new positions in ANET (+31.1K shares, valued at $5.3M), VRTX (+9.0K shares, valued at $4.5M), APH (+22.5K shares, valued at $4.0M).

1M P&L

-13.0M-1.81%

3M P&L

-432.5K-0.06%

HY P&L

+16.6M+2.42%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A230.0M

31.9%

2Trucking77.7M

10.8%

3Semiconductors43.6M

6.1%

Top Industries by Stock Count

1N/A80 stocks

42.6%

2Semiconductors7 stocks

3.7%

3Drug Manufacturers - General7 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ODFL OLD DOMINION FREIGHT LINE IN358.9K shares-4.09%2026-06-302026-07-28

AAPL APPLE INC127.0K shares-0.78%2026-06-302026-07-28

QQQ INVESCO QQQ TR41.9K shares-22.89%2026-06-302026-07-28

MSFT MICROSOFT CORP67.2K shares13.88%2026-06-302026-07-28

SCHX SCHWAB STRATEGIC TR825.7K shares1.29%2026-06-302026-07-28

LQD ISHARES TR204.3K shares4.47%2026-06-302026-07-28

NVDA NVIDIA CORPORATION109.6K shares37.03%2026-06-302026-07-28

BROADCOM INC BROADCOM INC54.0K shares-1.49%2026-06-302026-07-28

Sponsored

PM PHILIP MORRIS INTL INC101.5K shares1.50%2026-06-302026-07-28

IEI ISHARES TR151.5K shares4.32%2026-06-302026-07-28

GOOGL ALPHABET INC47.0K shares-6.87%2026-06-302026-07-28

TOTL SSGA ACTIVE ETF TR423.8K shares3.50%2026-06-302026-07-28

JPMORGAN CHASE & CO JPMORGAN CHASE & CO47.3K shares1.77%2026-06-302026-07-28

BX BLACKSTONE INC122.6K shares16.02%2026-06-302026-07-28

PANW PALO ALTO NETWORKS INC41.5K shares-5.28%2026-06-302026-07-28

BRK.B BERKSHIRE HATHAWAY INC DEL28.0K shares-5.19%2026-06-302026-07-28

Sponsored

WMT WALMART INC112.3K shares0.18%2026-06-302026-07-28

AMZN AMAZON COM INC53.1K shares11.90%2026-06-302026-07-28

QCOM QUALCOMM INC68.3K shares4.62%2026-06-302026-07-28

MO ALTRIA GROUP INC169.8K shares-14.65%2026-06-302026-07-28

ASML ASML HLDG NV6.1K shares-16.76%2026-06-302026-07-28

JNJ JOHNSON & JOHNSON46.7K shares-0.93%2026-06-302026-07-28

LLY ELI LILLY & CO7.9K shares0.66%2026-06-302026-07-28

ISHARES TR ISHARES TR12.4K shares-33.57%2026-06-302026-07-28

Sponsored

FERG FERGUSON ENTERPRISES INC37.7K shares0.91%2026-06-302026-07-28

AMGN AMGEN INC24.3K shares4.54%2026-06-302026-07-28

EXXON MOBIL CORP EXXON MOBIL CORP64.1K shares-2.38%2026-06-302026-07-28

VOO VANGUARD INDEX FDS12.7K shares-3.93%2026-06-302026-07-28

UNP UNION PAC CORP29.8K shares5.39%2026-06-302026-07-28

O REALTY INCOME CORP128.3K shares2.49%2026-06-302026-07-28

VISA INC VISA INC22.8K shares0.96%2026-06-302026-07-28

WSO WATSCO INC18.2K shares1.53%2026-06-302026-07-28

Sponsored

CRH CRH PLC69.8K shares2.84%2026-06-302026-07-28

IWF ISHARES TR59.4K shares299.90%2026-06-302026-07-28

HD HOME DEPOT INC20.8K shares5.84%2026-06-302026-07-28

TSM TAIWAN SEMICONDUCTOR MANUFAC15.2K shares-4.39%2026-06-302026-07-28

STIP ISHARES TR66.4K shares-20.03%2026-06-302026-07-28

PPG PPG INDS INC55.4K shares-16.97%2026-06-302026-07-28

DUK DUKE ENERGY CORP NEW51.5K shares-8.91%2026-06-302026-07-28

T AT&T INC314.6K shares10.20%2026-06-302026-07-28

Sponsored

SRLN SSGA ACTIVE ETF TR160.7K shares-8.51%2026-06-302026-07-28

IJH ISHARES TR78.1K shares-4.71%2026-06-302026-07-28

NETFLIX INC. NETFLIX INC.81.0K shares1211.03%2026-06-302026-07-28

ANET ARISTA NETWORKS INC31.1K sharesnew addition2026-06-302026-07-28

MLM MARTIN MARIETTA MATLS INC9.1K shares7.02%2026-06-302026-07-28

META PLATFORMS INC META PLATFORMS INC9.2K shares46.33%2026-06-302026-07-28

GWW WW GRAINGER INC3.7K shares-12.42%2026-06-302026-07-28

AMT AMERICAN TOWER CORP30.2K shares-12.27%2026-06-302026-07-28

Sponsored

ETN EATON CORP PLC11.5K shares19.66%2026-06-302026-07-28

DBMF LITMAN GREGORY FDS TR156.2K shares179.81%2026-06-302026-07-28

IJR ISHARES TR31.1K shares-3.62%2026-06-302026-07-28

OEF ISHARES TR12.4K shares-3.89%2026-06-302026-07-28

VRTX VERTEX PHARMACEUTICALS INC9.0K sharesnew addition2026-06-302026-07-28

ISRG INTUITIVE SURGICAL INC11.1K shares12.87%2026-06-302026-07-28

IEF ISHARES TR44.7K shares7.38%2026-06-302026-07-28

JNK SPDR SERIES TRUST42.2K shares36.29%2026-06-302026-07-28

Sponsored

APH AMPHENOL CORP22.5K sharesnew addition2026-06-302026-07-28

QUANTA SVCS INC QUANTA SVCS INC5.3K sharesnew addition2026-06-302026-07-28

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T4.9K shares24.28%2026-06-302026-07-28

ISHARES TR ISHARES TR33.3K shares30.79%2026-06-302026-07-28

PDBC INVESCO ACTVELY MNGD ETC FD206.4K shares632.63%2026-06-302026-07-28

GOOG ALPHABET INC9.1K shares8.79%2026-06-302026-07-28

VEA VANGUARD TAX-MANAGED FDS42.6K shares0.70%2026-06-302026-07-28

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2026-06-302026-07-28

Sponsored

TQQQ PROSHARES TR33.4K shares0.16%2026-06-302026-07-28

SCHD SCHWAB STRATEGIC TR82.3K shares81.05%2026-06-302026-07-28

VB VANGUARD INDEX FDS7.9K shares0.00%2026-06-302026-07-28

CAT CATERPILLAR INC2.2K shares19.47%2026-06-302026-07-28

AUB ATLANTIC UN BANKSHARES CORP52.8K shares-2.65%2026-06-302026-07-28

BRNY EA SERIES TRUST36.5K shares0.00%2026-06-302026-07-28

GLD SPDR GOLD TR5.5K shares87.01%2026-06-302026-07-28

AOA ISHARES TR19.2K shares0.61%2026-06-302026-07-28

Sponsored

PNC PNC FINL SVCS GROUP INC6.9K shares-0.22%2026-06-302026-07-28

SHV ISHARES TR15.2K sharesnew addition2026-06-302026-07-28

KO COCA COLA CO20.6K shares-5.12%2026-06-302026-07-28

VNQI VANGUARD INTL EQUITY INDEX F37.1K shares0.00%2026-06-302026-07-28

VGSH VANGUARD SCOTTSDALE FDS28.5K shares5.10%2026-06-302026-07-28

XLB SELECT SECTOR SPDR TR32.5K sharesnew addition2026-06-302026-07-28

CISCO SYS INC CISCO SYS INC13.9K shares0.72%2026-06-302026-07-28

COF CAPITAL ONE FINL CORP8.0K shares0.06%2026-06-302026-07-28

Sponsored

VUG VANGUARD INDEX FDS18.6K shares611.56%2026-06-302026-07-28

DVN DEVON ENERGY CORP NEW36.2K shares-5.51%2026-06-302026-07-28

ET ENERGY TRANSFER L P76.4K shares0.27%2026-06-302026-07-28

SDY SPDR SERIES TRUST8.9K shares0.66%2026-06-302026-07-28

CVX CHEVRON CORPORATION8.1K shares0.79%2026-06-302026-07-28

IVW ISHARES TR9.5K shares-48.85%2026-06-302026-07-28

UDOW PROSHARES TR18.2K shares0.23%2026-06-302026-07-28

SNPS SYNOPSYS INC2.9K shares9.05%2026-06-302026-07-28

Sponsored

EPD ENTERPRISE PRODS PARTNERS L34.6K shares0.62%2026-06-302026-07-28

DOMINION ENERGY INC DOMINION ENERGY INC18.2K shares-13.18%2026-06-302026-07-28

ABBVIE INC ABBVIE INC4.9K shares0.20%2026-06-302026-07-28

FPRO FIDELITY COVINGTON TRUST49.3K sharesnew addition2026-06-302026-07-28

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR25.1K sharesnew addition2026-06-302026-07-28

ORLY OREILLY AUTOMOTIVE INC12.3K shares-78.68%2026-06-302026-07-28

VIG VANGUARD SPECIALIZED FUNDS4.7K shares0.45%2026-06-302026-07-28

VGT VANGUARD WORLD FD9.2K shares689.89%2026-06-302026-07-28

Sponsored

VBR VANGUARD INDEX FDS4.4K shares0.00%2026-06-302026-07-28

EMXC ISHARES INC10.2K shares2.81%2026-06-302026-07-28

SPEM SPDR INDEX SHS FDS19.9K shares3.96%2026-06-302026-07-28

SPDW SPDR INDEX SHS FDS20.2K shares1.01%2026-06-302026-07-28

TSLA TESLA INC2.4K shares25.08%2026-06-302026-07-28

SPXU PROSHARES TR17.5K sharesnew addition2026-06-302026-07-28

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.9K shares2.42%2026-06-302026-07-28

ARES CAPITAL CORP ARES CAPITAL CORP51.3K shares14.67%2026-06-302026-07-28

Sponsored

QXO QXO INC54.1K sharesnew addition2026-06-302026-07-28

TFC TRUIST FINL CORP17.5K shares0.27%2026-06-302026-07-28

PHYS SPROTT ASSET MANAGEMENT LP28.9K shares-23.47%2026-06-302026-07-28

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION899 shares2.16%2026-06-302026-07-28

XLK SELECT SECTOR SPDR TR4.2K shares-6.57%2026-06-302026-07-28

VANGUARD INDEX FDS VANGUARD INDEX FDS2.1K shares-0.09%2026-06-302026-07-28

VNQ VANGUARD INDEX FDS8.0K shares2.01%2026-06-302026-07-28

IYW ISHARES TR3.0K shares0.03%2026-06-302026-07-28

Sponsored

IEV ISHARES TR10.3K shares55.25%2026-06-302026-07-28

IWM ISHARES TR2.5K shares-0.52%2026-06-302026-07-28

RTX CORPORATION RTX CORPORATION3.9K shares-3.89%2026-06-302026-07-28

IIIN INSTEEL INDS INC23.1K shares0.03%2026-06-302026-07-28

WPM WHEATON PRECIOUS METALS CORP6.1K sharesnew addition2026-06-302026-07-28

NSC NORFOLK SOUTHN CORP2.2K shares-0.95%2026-06-302026-07-28

NUE NUCOR CORP3.0K shares0.23%2026-06-302026-07-28

UBER UBER TECHNOLOGIES INC9.4K sharesnew addition2026-06-302026-07-28

Sponsored

CSX CSX CORP13.9K shares-2.18%2026-06-302026-07-28

VTV VANGUARD INDEX FDS3.0K shares43.37%2026-06-302026-07-28

MLPA GLOBAL X FDS12.1K shares0.01%2026-06-302026-07-28

AFL AFLAC INC5.5K shares4.17%2026-06-302026-07-28

KKR KKR & CO INC6.8K shares-85.86%2026-06-302026-07-28

VEU VANGUARD INTL EQUITY INDEX F7.4K shares-10.32%2026-06-302026-07-28

EEM ISHARES TR8.7K shares0.20%2026-06-302026-07-28

MRVL MARVELL TECHNOLOGY INC2.0K sharesnew addition2026-06-302026-07-28

Sponsored

GM GENERAL MTRS CO7.6K shares0.18%2026-06-302026-07-28

GS GOLDMAN SACHS GROUP INC567 shares5.78%2026-06-302026-07-28

MDLZ MONDELEZ INTL INC9.6K shares0.08%2026-06-302026-07-28

MDY STATE STR SPDR S&P MIDCAP 40787 shares0.25%2026-06-302026-07-28

INTU INTUIT2.1K shares-83.58%2026-06-302026-07-28

CORTEVA INC CORTEVA INC6.0K shares0.00%2026-06-302026-07-28

SHEL SHELL PLC6.5K shares80.59%2026-06-302026-07-28

IWD ISHARES TR2.1K shares0.29%2026-06-302026-07-28

Sponsored

MQY BLACKROCK MUNIYILD QULT FD I42.8K shares10.87%2026-06-302026-07-28

Q QNITY ELECTRONICS INC3.0K shares0.00%2026-06-302026-07-28

AMD ADVANCED MICRO DEVICES INC841 sharesnew addition2026-06-302026-07-28

GLW CORNING INC1.9K shares15.49%2026-06-302026-07-28

HWC HANCOCK WHITNEY CORPORATION6.3K shares0.00%2026-06-302026-07-28

VWO VANGUARD INTL EQUITY INDEX F7.7K shares26.79%2026-06-302026-07-28

NVS NOVARTIS AG2.9K shares0.00%2026-06-302026-07-28

PSX PHILLIPS 662.6K shares0.04%2026-06-302026-07-28

Sponsored

DE DEERE & CO703 shares2.93%2026-06-302026-07-28

NUBD NUSHARES ETF TR19.9K shares42.30%2026-06-302026-07-28

LMT LOCKHEED MARTIN CORP854 shares0.47%2026-06-302026-07-28

MELI MERCADOLIBRE INC247 sharesnew addition2026-06-302026-07-28

GRAB GRAB HOLDINGS LIMITED109.7K shares0.00%2026-06-302026-07-28

COP CONOCOPHILLIPS4.0K shares-0.55%2026-06-302026-07-28

SUI SUN CMNTYS INC3.4K shares0.76%2026-06-302026-07-28

FNDF SCHWAB STRATEGIC TR7.6K shares42.94%2026-06-302026-07-28

Sponsored

VYM VANGUARD WHITEHALL FDS2.5K shares0.59%2026-06-302026-07-28

SCHG SCHWAB STRATEGIC TR11.8K sharesnew addition2026-06-302026-07-28

DIA STATE STR SPDR DOW JONES IND756 sharesnew addition2026-06-302026-07-28

SERVICENOW INC SERVICENOW INC4.0K shares-35.74%2026-06-302026-07-28

MKL MARKEL GROUP INC200 shares0.00%2026-06-302026-07-28

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC3.3K shares-23.92%2026-06-302026-07-28

PG PROCTER & GAMBLE CO2.7K shares-6.54%2026-06-302026-07-28

IGV ISHARES TR4.2K shares-65.54%2026-06-302026-07-28

Sponsored

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC2.8K sharesnew addition2026-06-302026-07-28

INTC INTEL CORP2.7K sharesnew addition2026-06-302026-07-28

COHR COHERENT CORP957 shares2.68%2026-06-302026-07-28

CL COLGATE PALMOLIVE CO4.1K shares0.12%2026-06-302026-07-28

MINT PIMCO ETF TR3.7K sharesnew addition2026-06-302026-07-28

AEP AMERICAN ELEC PWR CO INC2.7K shares0.74%2026-06-302026-07-28

LOW LOWES COS INC1.7K shares0.84%2026-06-302026-07-28

ASTRAZENECA PLC ASTRAZENECA PLC1.9K shares-1.28%2026-06-302026-07-28

Sponsored

VIST VISTA ENERGY S.A.B. DE C.V.5.7K shares0.00%2026-06-302026-07-28

GSK PLC GSK PLC6.8K shares0.00%2026-06-302026-07-28

AKRE PROFESIONALLY MANAGED PORTFO6.7K shares0.00%2026-06-302026-07-28

ORACLE CORP ORACLE CORP2.4K shares17.37%2026-06-302026-07-28

VLO VALERO ENERGY CORP1.3K shares0.23%2026-06-302026-07-28

MU MICRON TECHNOLOGY INC299 sharesnew addition2026-06-302026-07-28

MIDD MIDDLEBY CORP2.0K shares0.00%2026-06-302026-07-28

BN BROOKFIELD CORP7.9K shares-92.29%2026-06-302026-07-28

Sponsored

BAM BROOKFIELD ASSET MANAGMT LTD7.5K shares-62.31%2026-06-302026-07-28

DIS DISNEY WALT CO3.5K shares-4.57%2026-06-302026-07-28

AMERIPRISE FINL INC AMERIPRISE FINL INC728 shares0.00%2026-06-302026-07-28

APPLIED MATLS INC APPLIED MATLS INC454 sharesnew addition2026-06-302026-07-28

SCMB SCHWAB STRATEGIC TR12.6K shares0.75%2026-06-302026-07-28

NPV NUVEEN VA QUALITY MUN INCOM28.0K shares3.70%2026-06-302026-07-28

XLC SELECT SECTOR SPDR TR3.0K sharesnew addition2026-06-302026-07-28

NVO NOVO-NORDISK A S6.5K shares-12.34%2026-06-302026-07-28

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC742 shares0.27%2026-06-302026-07-28

SCHW SCHWAB CHARLES CORP3.3K shares-1.27%2026-06-302026-07-28

JCE NUVEEN CORE EQUITY ALPHA FD18.1K shares62.16%2026-06-302026-07-28

BNDX VANGUARD CHARLOTTE FDS6.0K shares0.71%2026-06-302026-07-28

CEF SPROTT ASSET MANAGEMENT LP7.2K sharesnew addition2026-06-302026-07-28

PFE PFIZER INC11.9K shares-0.35%2026-06-302026-07-28

ITIC INVESTORS TITLE CO NC1.0K shares0.20%2026-06-302026-07-28

VFH VANGUARD WORLD FD2.1K shares18.97%2026-06-302026-07-28

Sponsored

VV VANGUARD INDEX FDS789 shares0.25%2026-06-302026-07-28

BAC BANK OF AMER CORP4.8K shares7.19%2026-06-302026-07-28

SE SEA LTD2.8K shares0.00%2026-06-302026-07-28

FBND FIDELITY MERRIMACK STR TR5.9K sharesnew addition2026-06-302026-07-28

MRK MERCK & CO INC2.0K shares2.80%2026-06-302026-07-28

CEG CONSTELLATION ENERGY CORP1.0K shares10.75%2026-06-302026-07-28

VGK VANGUARD INTL EQUITY INDEX F2.8K sharesnew addition2026-06-302026-07-28

BK BANK OF NY MELLON CORP1.7K sharesnew addition2026-06-302026-07-28

Sponsored

NOC NORTHROP GRUMMAN CORP474 shares3.04%2026-06-302026-07-28

VRT VERTIV HOLDINGS CO712 sharesnew addition2026-06-302026-07-28

DFIV DIMENSIONAL ETF TRUST4.4K shares-1.88%2026-06-302026-07-28

DFAT DIMENSIONAL ETF TRUST3.3K shares0.33%2026-06-302026-07-28

VCR VANGUARD WORLD FD580 sharesnew addition2026-06-302026-07-28

STRATEGY INC STRATEGY INC2.6K shares-0.72%2026-06-302026-07-28

AXP AMERICAN EXPRESS CO670 sharesnew addition2026-06-302026-07-28

ED CONSOLIDATED EDISON INC2.0K shares-25.33%2026-06-302026-07-28

Sponsored

NULG NUSHARES ETF TR1.9K sharesnew addition2026-06-302026-07-28

JD JD.COM INC8.7K shares0.00%2026-06-302026-07-28

RKLB ROCKET LAB CORP2.1K sharesnew addition2026-06-302026-07-28

SUNCOR ENERGY INC NEW SUNCOR ENERGY INC NEW4.0K sharesnew addition2026-06-302026-07-28

DELL DELL TECHNOLOGIES INC480 sharesnew addition2026-06-302026-07-28

PBR.A PETROLEO BRASILEIRO S A13.7K sharesnew addition2026-06-302026-07-28

NUVEEN QUALITY MUNCP INCOME NUVEEN QUALITY MUNCP INCOME11.4K shares-6.64%2026-06-302026-07-28

PML PIMCO MUN INCOME FD II15.9K shares-18.07%2026-06-302026-07-28

Sponsored

MFM ABERDEEN MUN INCOME FD15.9K sharesnew addition2026-06-302026-07-28

YMAX TIDAL TRUST II11.0K sharesnew addition2026-06-302026-07-28

URG UR-ENERGY INC18.5K shares0.00%2026-06-302026-07-28

NXXT NEXTNRG INC10.0K shares0.00%2026-06-302026-07-28

ODFL

OLD DOMINION FREIGHT LINE IN

-4.09%

Shares358.9K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

-0.78%

Shares127.0K

Event2026-06-30

Filed2026-07-28

QQQ

INVESCO QQQ TR

-22.89%

Shares41.9K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

13.88%

Shares67.2K

Event2026-06-30

Filed2026-07-28

SCHX

SCHWAB STRATEGIC TR

1.29%

Shares825.7K

Event2026-06-30

Filed2026-07-28

LQD

ISHARES TR

4.47%

Shares204.3K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORPORATION

37.03%

Shares109.6K

Event2026-06-30

Filed2026-07-28

BROADCOM INC

-1.49%

Shares54.0K

Event2026-06-30

Filed2026-07-28

PHILIP MORRIS INTL INC

1.50%

Shares101.5K

Event2026-06-30

Filed2026-07-28

IEI

ISHARES TR

4.32%

Shares151.5K

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC

-6.87%

Shares47.0K

Event2026-06-30

Filed2026-07-28

TOTL

SSGA ACTIVE ETF TR

3.50%

Shares423.8K

Event2026-06-30

Filed2026-07-28

JPMORGAN CHASE & CO

1.77%

Shares47.3K

Event2026-06-30

Filed2026-07-28

BLACKSTONE INC

16.02%

Shares122.6K

Event2026-06-30

Filed2026-07-28

PANW

PALO ALTO NETWORKS INC

-5.28%

Shares41.5K

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC DEL

-5.19%

Shares28.0K

Event2026-06-30

Filed2026-07-28

WMT

WALMART INC

0.18%

Shares112.3K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

11.90%

Shares53.1K

Event2026-06-30

Filed2026-07-28

QCOM

QUALCOMM INC

4.62%

Shares68.3K

Event2026-06-30

Filed2026-07-28

ALTRIA GROUP INC

-14.65%

Shares169.8K

Event2026-06-30

Filed2026-07-28

ASML

ASML HLDG NV

-16.76%

Shares6.1K

Event2026-06-30

Filed2026-07-28

JNJ

JOHNSON & JOHNSON

-0.93%

Shares46.7K

Event2026-06-30

Filed2026-07-28

LLY

ELI LILLY & CO

0.66%

Shares7.9K

Event2026-06-30

Filed2026-07-28

ISHARES TR

-33.57%

Shares12.4K

Event2026-06-30

Filed2026-07-28

FERG

FERGUSON ENTERPRISES INC

0.91%

Shares37.7K

Event2026-06-30

Filed2026-07-28

AMGN

AMGEN INC

4.54%

Shares24.3K

Event2026-06-30

Filed2026-07-28

EXXON MOBIL CORP

-2.38%

Shares64.1K

Event2026-06-30

Filed2026-07-28

VOO

VANGUARD INDEX FDS

-3.93%

Shares12.7K

Event2026-06-30

Filed2026-07-28

UNP

UNION PAC CORP

5.39%

Shares29.8K

Event2026-06-30

Filed2026-07-28

REALTY INCOME CORP

2.49%

Shares128.3K

Event2026-06-30

Filed2026-07-28

VISA INC

0.96%

Shares22.8K

Event2026-06-30

Filed2026-07-28

WSO

WATSCO INC

1.53%

Shares18.2K

Event2026-06-30

Filed2026-07-28

CRH

CRH PLC

2.84%

Shares69.8K

Event2026-06-30

Filed2026-07-28

IWF

ISHARES TR

299.90%

Shares59.4K

Event2026-06-30

Filed2026-07-28

HOME DEPOT INC

5.84%

Shares20.8K

Event2026-06-30

Filed2026-07-28

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-4.39%

Shares15.2K

Event2026-06-30

Filed2026-07-28

STIP

ISHARES TR

-20.03%

Shares66.4K

Event2026-06-30

Filed2026-07-28

PPG

PPG INDS INC

-16.97%

Shares55.4K

Event2026-06-30

Filed2026-07-28

DUK

DUKE ENERGY CORP NEW

-8.91%

Shares51.5K

Event2026-06-30

Filed2026-07-28

AT&T INC

10.20%

Shares314.6K

Event2026-06-30

Filed2026-07-28

SRLN

SSGA ACTIVE ETF TR

-8.51%

Shares160.7K

Event2026-06-30

Filed2026-07-28

IJH

ISHARES TR

-4.71%

Shares78.1K

Event2026-06-30

Filed2026-07-28

NETFLIX INC.

1211.03%

Shares81.0K

Event2026-06-30

Filed2026-07-28

ANET

ARISTA NETWORKS INC

New

Shares31.1K

Event2026-06-30

Filed2026-07-28

MLM

MARTIN MARIETTA MATLS INC

7.02%

Shares9.1K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC

46.33%

Shares9.2K

Event2026-06-30

Filed2026-07-28

GWW

WW GRAINGER INC

-12.42%

Shares3.7K

Event2026-06-30

Filed2026-07-28

AMT

AMERICAN TOWER CORP

-12.27%

Shares30.2K

Event2026-06-30

Filed2026-07-28

ETN

EATON CORP PLC

19.66%

Shares11.5K

Event2026-06-30

Filed2026-07-28

DBMF

LITMAN GREGORY FDS TR

179.81%

Shares156.2K

Event2026-06-30

Filed2026-07-28

IJR

ISHARES TR

-3.62%

Shares31.1K

Event2026-06-30

Filed2026-07-28

OEF

ISHARES TR

-3.89%

Shares12.4K

Event2026-06-30

Filed2026-07-28

VRTX

VERTEX PHARMACEUTICALS INC

New

Shares9.0K

Event2026-06-30

Filed2026-07-28

ISRG

INTUITIVE SURGICAL INC

12.87%

Shares11.1K

Event2026-06-30

Filed2026-07-28

IEF

ISHARES TR

7.38%

Shares44.7K

Event2026-06-30

Filed2026-07-28

JNK

SPDR SERIES TRUST

36.29%

Shares42.2K

Event2026-06-30

Filed2026-07-28

APH

AMPHENOL CORP

New

Shares22.5K

Event2026-06-30

Filed2026-07-28

QUANTA SVCS INC

New

Shares5.3K

Event2026-06-30

Filed2026-07-28

STATE STR SPDR S&P 500 ETF T

24.28%

Shares4.9K

Event2026-06-30

Filed2026-07-28

ISHARES TR

30.79%

Shares33.3K

Event2026-06-30

Filed2026-07-28

PDBC

INVESCO ACTVELY MNGD ETC FD

632.63%

Shares206.4K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC

8.79%

Shares9.1K

Event2026-06-30

Filed2026-07-28

VEA

VANGUARD TAX-MANAGED FDS

0.70%

Shares42.6K

Event2026-06-30

Filed2026-07-28

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares4

Event2026-06-30

Filed2026-07-28

TQQQ

PROSHARES TR

0.16%

Shares33.4K

Event2026-06-30

Filed2026-07-28

SCHD

SCHWAB STRATEGIC TR

81.05%

Shares82.3K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-28

CAT

CATERPILLAR INC

19.47%

Shares2.2K

Event2026-06-30

Filed2026-07-28

AUB

ATLANTIC UN BANKSHARES CORP

-2.65%

Shares52.8K

Event2026-06-30

Filed2026-07-28

BRNY

EA SERIES TRUST

0.00%

Shares36.5K

Event2026-06-30

Filed2026-07-28

GLD

SPDR GOLD TR

87.01%

Shares5.5K

Event2026-06-30

Filed2026-07-28

AOA

ISHARES TR

0.61%

Shares19.2K

Event2026-06-30

Filed2026-07-28

PNC

PNC FINL SVCS GROUP INC

-0.22%

Shares6.9K

Event2026-06-30

Filed2026-07-28

SHV

ISHARES TR

New

Shares15.2K

Event2026-06-30

Filed2026-07-28

COCA COLA CO

-5.12%

Shares20.6K

Event2026-06-30

Filed2026-07-28

VNQI

VANGUARD INTL EQUITY INDEX F

0.00%

Shares37.1K

Event2026-06-30

Filed2026-07-28

VGSH

VANGUARD SCOTTSDALE FDS

5.10%

Shares28.5K

Event2026-06-30

Filed2026-07-28

XLB

SELECT SECTOR SPDR TR

New

Shares32.5K

Event2026-06-30

Filed2026-07-28

CISCO SYS INC

0.72%

Shares13.9K

Event2026-06-30

Filed2026-07-28

COF

CAPITAL ONE FINL CORP

0.06%

Shares8.0K

Event2026-06-30

Filed2026-07-28

VUG

VANGUARD INDEX FDS

611.56%

Shares18.6K

Event2026-06-30

Filed2026-07-28

DVN

DEVON ENERGY CORP NEW

-5.51%

Shares36.2K

Event2026-06-30

Filed2026-07-28

ENERGY TRANSFER L P

0.27%

Shares76.4K

Event2026-06-30

Filed2026-07-28

SDY

SPDR SERIES TRUST

0.66%

Shares8.9K

Event2026-06-30

Filed2026-07-28

CVX

CHEVRON CORPORATION

0.79%

Shares8.1K

Event2026-06-30

Filed2026-07-28

IVW

ISHARES TR

-48.85%

Shares9.5K

Event2026-06-30

Filed2026-07-28

UDOW

PROSHARES TR

0.23%

Shares18.2K

Event2026-06-30

Filed2026-07-28

SNPS

SYNOPSYS INC

9.05%

Shares2.9K

Event2026-06-30

Filed2026-07-28

EPD

ENTERPRISE PRODS PARTNERS L

0.62%

Shares34.6K

Event2026-06-30

Filed2026-07-28

DOMINION ENERGY INC

-13.18%

Shares18.2K

Event2026-06-30

Filed2026-07-28

ABBVIE INC

0.20%

Shares4.9K

Event2026-06-30

Filed2026-07-28

FPRO

FIDELITY COVINGTON TRUST

New

Shares49.3K

Event2026-06-30

Filed2026-07-28

SELECT SECTOR SPDR TR

New

Shares25.1K

Event2026-06-30

Filed2026-07-28

ORLY

OREILLY AUTOMOTIVE INC

-78.68%

Shares12.3K

Event2026-06-30

Filed2026-07-28

VIG

VANGUARD SPECIALIZED FUNDS

0.45%

Shares4.7K

Event2026-06-30

Filed2026-07-28

VGT

VANGUARD WORLD FD

689.89%

Shares9.2K

Event2026-06-30

Filed2026-07-28

VBR

VANGUARD INDEX FDS

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-28

EMXC

ISHARES INC

2.81%

Shares10.2K

Event2026-06-30

Filed2026-07-28

SPEM

SPDR INDEX SHS FDS

3.96%

Shares19.9K

Event2026-06-30

Filed2026-07-28

SPDW

SPDR INDEX SHS FDS

1.01%

Shares20.2K

Event2026-06-30

Filed2026-07-28

TSLA

TESLA INC

25.08%

Shares2.4K

Event2026-06-30

Filed2026-07-28

SPXU

PROSHARES TR

New

Shares17.5K

Event2026-06-30

Filed2026-07-28

MASTERCARD INCORPORATED

2.42%

Shares1.9K

Event2026-06-30

Filed2026-07-28

ARES CAPITAL CORP

14.67%

Shares51.3K

Event2026-06-30

Filed2026-07-28

QXO

QXO INC

New

Shares54.1K

Event2026-06-30

Filed2026-07-28

TFC

TRUIST FINL CORP

0.27%

Shares17.5K

Event2026-06-30

Filed2026-07-28

PHYS

SPROTT ASSET MANAGEMENT LP

-23.47%

Shares28.9K

Event2026-06-30

Filed2026-07-28

COSTCO WHOLESALE CORPORATION

2.16%

Shares899

Event2026-06-30

Filed2026-07-28

XLK

SELECT SECTOR SPDR TR

-6.57%

Shares4.2K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

-0.09%

Shares2.1K

Event2026-06-30

Filed2026-07-28

VNQ

VANGUARD INDEX FDS

2.01%

Shares8.0K

Event2026-06-30

Filed2026-07-28

IYW

ISHARES TR

0.03%

Shares3.0K

Event2026-06-30

Filed2026-07-28

IEV

ISHARES TR

55.25%

Shares10.3K

Event2026-06-30

Filed2026-07-28

IWM

ISHARES TR

-0.52%

Shares2.5K

Event2026-06-30

Filed2026-07-28

RTX CORPORATION

-3.89%

Shares3.9K

Event2026-06-30

Filed2026-07-28

IIIN

INSTEEL INDS INC

0.03%

Shares23.1K

Event2026-06-30

Filed2026-07-28

WPM

WHEATON PRECIOUS METALS CORP

New

Shares6.1K

Event2026-06-30

Filed2026-07-28

NSC

NORFOLK SOUTHN CORP

-0.95%

Shares2.2K

Event2026-06-30

Filed2026-07-28

NUE

NUCOR CORP

0.23%

Shares3.0K

Event2026-06-30

Filed2026-07-28

UBER

UBER TECHNOLOGIES INC

New

Shares9.4K

Event2026-06-30

Filed2026-07-28

CSX

CSX CORP

-2.18%

Shares13.9K

Event2026-06-30

Filed2026-07-28

VTV

VANGUARD INDEX FDS

43.37%

Shares3.0K

Event2026-06-30

Filed2026-07-28

MLPA

GLOBAL X FDS

0.01%

Shares12.1K

Event2026-06-30

Filed2026-07-28

AFL

AFLAC INC

4.17%

Shares5.5K

Event2026-06-30

Filed2026-07-28

KKR

KKR & CO INC

-85.86%

Shares6.8K

Event2026-06-30

Filed2026-07-28

VEU

VANGUARD INTL EQUITY INDEX F

-10.32%

Shares7.4K

Event2026-06-30

Filed2026-07-28

EEM

ISHARES TR

0.20%

Shares8.7K

Event2026-06-30

Filed2026-07-28

MRVL

MARVELL TECHNOLOGY INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-28

GENERAL MTRS CO

0.18%

Shares7.6K

Event2026-06-30

Filed2026-07-28

GOLDMAN SACHS GROUP INC

5.78%

Shares567

Event2026-06-30

Filed2026-07-28

MDLZ

MONDELEZ INTL INC

0.08%

Shares9.6K

Event2026-06-30

Filed2026-07-28

MDY

STATE STR SPDR S&P MIDCAP 40

0.25%

Shares787

Event2026-06-30

Filed2026-07-28

INTU

INTUIT

-83.58%

Shares2.1K

Event2026-06-30

Filed2026-07-28

CORTEVA INC

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-28

SHEL

SHELL PLC

80.59%

Shares6.5K

Event2026-06-30

Filed2026-07-28

IWD

ISHARES TR

0.29%

Shares2.1K

Event2026-06-30

Filed2026-07-28

MQY

BLACKROCK MUNIYILD QULT FD I

10.87%

Shares42.8K

Event2026-06-30

Filed2026-07-28

QNITY ELECTRONICS INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-28

AMD

ADVANCED MICRO DEVICES INC

New

Shares841

Event2026-06-30

Filed2026-07-28

GLW

CORNING INC

15.49%

Shares1.9K

Event2026-06-30

Filed2026-07-28

HWC

HANCOCK WHITNEY CORPORATION

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-28

VWO

VANGUARD INTL EQUITY INDEX F

26.79%

Shares7.7K

Event2026-06-30

Filed2026-07-28

NVS

NOVARTIS AG

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-28

PSX

PHILLIPS 66

0.04%

Shares2.6K

Event2026-06-30

Filed2026-07-28

DEERE & CO

2.93%

Shares703

Event2026-06-30

Filed2026-07-28

NUBD

NUSHARES ETF TR

42.30%

Shares19.9K

Event2026-06-30

Filed2026-07-28

LMT

LOCKHEED MARTIN CORP

0.47%

Shares854

Event2026-06-30

Filed2026-07-28

MELI

MERCADOLIBRE INC

New

Shares247

Event2026-06-30

Filed2026-07-28

GRAB

GRAB HOLDINGS LIMITED

0.00%

Shares109.7K

Event2026-06-30

Filed2026-07-28

COP

CONOCOPHILLIPS

-0.55%

Shares4.0K

Event2026-06-30

Filed2026-07-28

SUI

SUN CMNTYS INC

0.76%

Shares3.4K

Event2026-06-30

Filed2026-07-28

FNDF

SCHWAB STRATEGIC TR

42.94%

Shares7.6K

Event2026-06-30

Filed2026-07-28

VYM

VANGUARD WHITEHALL FDS

0.59%

Shares2.5K

Event2026-06-30

Filed2026-07-28

SCHG

SCHWAB STRATEGIC TR

New

Shares11.8K

Event2026-06-30

Filed2026-07-28

DIA

STATE STR SPDR DOW JONES IND

New

Shares756

Event2026-06-30

Filed2026-07-28

SERVICENOW INC

-35.74%

Shares4.0K

Event2026-06-30

Filed2026-07-28

MKL

MARKEL GROUP INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-28

PALANTIR TECHNOLOGIES INC

-23.92%

Shares3.3K

Event2026-06-30

Filed2026-07-28

PROCTER & GAMBLE CO

-6.54%

Shares2.7K

Event2026-06-30

Filed2026-07-28

IGV

ISHARES TR

-65.54%

Shares4.2K

Event2026-06-30

Filed2026-07-28

DUPONT DE NEMOURS INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-28

INTC

INTEL CORP

New

Shares2.7K

Event2026-06-30

Filed2026-07-28

COHR

COHERENT CORP

2.68%

Shares957

Event2026-06-30

Filed2026-07-28

COLGATE PALMOLIVE CO

0.12%

Shares4.1K

Event2026-06-30

Filed2026-07-28

MINT

PIMCO ETF TR

New

Shares3.7K

Event2026-06-30

Filed2026-07-28

AEP

AMERICAN ELEC PWR CO INC

0.74%

Shares2.7K

Event2026-06-30

Filed2026-07-28

LOW

LOWES COS INC

0.84%

Shares1.7K

Event2026-06-30

Filed2026-07-28

ASTRAZENECA PLC

-1.28%

Shares1.9K

Event2026-06-30

Filed2026-07-28

VIST

VISTA ENERGY S.A.B. DE C.V.

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-28

GSK PLC

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-28

AKRE

PROFESIONALLY MANAGED PORTFO

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-28

ORACLE CORP

17.37%

Shares2.4K

Event2026-06-30

Filed2026-07-28

VLO

VALERO ENERGY CORP

0.23%

Shares1.3K

Event2026-06-30

Filed2026-07-28

MICRON TECHNOLOGY INC

New

Shares299

Event2026-06-30

Filed2026-07-28

MIDD

MIDDLEBY CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-28

BROOKFIELD CORP

-92.29%

Shares7.9K

Event2026-06-30

Filed2026-07-28

BAM

BROOKFIELD ASSET MANAGMT LTD

-62.31%

Shares7.5K

Event2026-06-30

Filed2026-07-28

DIS

DISNEY WALT CO

-4.57%

Shares3.5K

Event2026-06-30

Filed2026-07-28

AMERIPRISE FINL INC

0.00%

Shares728

Event2026-06-30

Filed2026-07-28

APPLIED MATLS INC

New

Shares454

Event2026-06-30

Filed2026-07-28

SCMB

SCHWAB STRATEGIC TR

0.75%

Shares12.6K

Event2026-06-30

Filed2026-07-28

NPV

NUVEEN VA QUALITY MUN INCOM

3.70%

Shares28.0K

Event2026-06-30

Filed2026-07-28

XLC

SELECT SECTOR SPDR TR

New

Shares3.0K

Event2026-06-30

Filed2026-07-28

NVO

NOVO-NORDISK A S

-12.34%

Shares6.5K

Event2026-06-30

Filed2026-07-28

UNITEDHEALTH GROUP INC

0.27%

Shares742

Event2026-06-30

Filed2026-07-28

SCHW

SCHWAB CHARLES CORP

-1.27%

Shares3.3K

Event2026-06-30

Filed2026-07-28

JCE

NUVEEN CORE EQUITY ALPHA FD

62.16%

Shares18.1K

Event2026-06-30

Filed2026-07-28

BNDX

VANGUARD CHARLOTTE FDS

0.71%

Shares6.0K

Event2026-06-30

Filed2026-07-28

CEF

SPROTT ASSET MANAGEMENT LP

New

Shares7.2K

Event2026-06-30

Filed2026-07-28

PFE

PFIZER INC

-0.35%

Shares11.9K

Event2026-06-30

Filed2026-07-28

ITIC

INVESTORS TITLE CO NC

0.20%

Shares1.0K

Event2026-06-30

Filed2026-07-28

VFH

VANGUARD WORLD FD

18.97%

Shares2.1K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

0.25%

Shares789

Event2026-06-30

Filed2026-07-28

BAC

BANK OF AMER CORP

7.19%

Shares4.8K

Event2026-06-30

Filed2026-07-28

SEA LTD

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-28

FBND

FIDELITY MERRIMACK STR TR

New

Shares5.9K

Event2026-06-30

Filed2026-07-28

MRK

MERCK & CO INC

2.80%

Shares2.0K

Event2026-06-30

Filed2026-07-28

CEG

CONSTELLATION ENERGY CORP

10.75%

Shares1.0K

Event2026-06-30

Filed2026-07-28

VGK

VANGUARD INTL EQUITY INDEX F

New

Shares2.8K

Event2026-06-30

Filed2026-07-28

BANK OF NY MELLON CORP

New

Shares1.7K

Event2026-06-30

Filed2026-07-28

NOC

NORTHROP GRUMMAN CORP

3.04%

Shares474

Event2026-06-30

Filed2026-07-28

VRT

VERTIV HOLDINGS CO

New

Shares712

Event2026-06-30

Filed2026-07-28

DFIV

DIMENSIONAL ETF TRUST

-1.88%

Shares4.4K

Event2026-06-30

Filed2026-07-28

DFAT

DIMENSIONAL ETF TRUST

0.33%

Shares3.3K

Event2026-06-30

Filed2026-07-28

VCR

VANGUARD WORLD FD

New

Shares580

Event2026-06-30

Filed2026-07-28

STRATEGY INC

-0.72%

Shares2.6K

Event2026-06-30

Filed2026-07-28

AXP

AMERICAN EXPRESS CO

New

Shares670

Event2026-06-30

Filed2026-07-28

CONSOLIDATED EDISON INC

-25.33%

Shares2.0K

Event2026-06-30

Filed2026-07-28

NULG

NUSHARES ETF TR

New

Shares1.9K

Event2026-06-30

Filed2026-07-28

JD.COM INC

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-28

RKLB

ROCKET LAB CORP

New

Shares2.1K

Event2026-06-30

Filed2026-07-28

SUNCOR ENERGY INC NEW

New

Shares4.0K

Event2026-06-30

Filed2026-07-28

DELL

DELL TECHNOLOGIES INC

New

Shares480

Event2026-06-30

Filed2026-07-28

PBR.A

PETROLEO BRASILEIRO S A

New

Shares13.7K

Event2026-06-30

Filed2026-07-28

NUVEEN QUALITY MUNCP INCOME

-6.64%

Shares11.4K

Event2026-06-30

Filed2026-07-28

PML

PIMCO MUN INCOME FD II

-18.07%

Shares15.9K

Event2026-06-30

Filed2026-07-28

MFM

ABERDEEN MUN INCOME FD

New

Shares15.9K

Event2026-06-30

Filed2026-07-28

YMAX

TIDAL TRUST II

New

Shares11.0K

Event2026-06-30

Filed2026-07-28

URG

UR-ENERGY INC

0.00%

Shares18.5K

Event2026-06-30

Filed2026-07-28

NXXT

NEXTNRG INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available