Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Canal Insurance CO (CIK 1313473) reported $456.3M across 76 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DELL ($30.7M, 6.72%), ABBV ($23.3M, 5.10%), MSFT ($21.4M, 4.70%), JNJ ($19.0M, 4.17%), DUK ($19.0M, 4.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DELL | DELL TECHNOLOGIES INC | $30.7M | 6.72% | 71,100 | Hold |
| 2 | ABBV | ABBVIE INC | $23.3M | 5.10% | 92,500 | Hold |
| 3 | MSFT | MICROSOFT CORP | $21.4M | 4.70% | 57,500 | Hold |
| 4 | JNJ | JOHNSON & JOHNSON | $19.0M | 4.17% | 75,000 | Hold |
| 5 | DUK | DUKE ENERGY CORP NEW | $19.0M | 4.17% | 150,166 | Hold |
| 6 | LMT | LOCKHEED MARTIN CORP | $18.6M | 4.09% | 36,600 | Hold |
| 7 | CVX | CHEVRON CORPORATION | $18.1M | 3.97% | 109,240 | Trimmed |
| 8 | RTX | RTX CORPORATION | $17.8M | 3.89% | 93,662 | Hold |
| 9 | IBM | INTERNATIONAL BUSINESS MACHS | $17.7M | 3.88% | 63,000 | Hold |
| 10 | NOC | NORTHROP GRUMMAN CORP | $15.3M | 3.36% | 30,093 | Hold |
| 11 | XOM | EXXON MOBIL CORP | $14.4M | 3.15% | 105,000 | Trimmed |
| 12 | AVAV | AEROVIRONMENT INC | $11.6M | 2.53% | 70,000 | Hold |
| 13 | AIR | AAR CORP | $11.4M | 2.51% | 80,000 | Hold |
| 14 | BMY | BRISTOL-MYERS SQUIBB CO | $9.8M | 2.15% | 170,000 | Hold |
| 15 | FCX | FREEPORT MCMORAN INC | $9.4M | 2.07% | 150,000 | Hold |
| 16 | PFE | PFIZER INC | $8.7M | 1.90% | 360,000 | Trimmed |
| 17 | ABT | ABBOTT LABORATORIES | $8.2M | 1.79% | 90,000 | Hold |
| 18 | RIO | RIO TINTO PLC | $7.6M | 1.66% | 80,000 | Hold |
| 19 | D | DOMINION ENERGY INC | $7.5M | 1.65% | 110,000 | Hold |
| 20 | BP | BP PLC | $7.4M | 1.62% | 200,000 | Hold |
| 21 | PSX | PHILLIPS 66 | $7.2M | 1.57% | 42,500 | Hold |
| 22 | VZ | VERIZON COMMUNICATIONS INC | $7.1M | 1.56% | 168,000 | Hold |
| 23 | GD | GENERAL DYNAMICS CORP | $7.1M | 1.55% | 20,000 | Hold |
| 24 | LHX | L3HARRIS TECHNOLOGIES INC | $7.0M | 1.53% | 24,000 | Hold |
| 25 | FLNC | FLUENCE ENERGY INC | $6.6M | 1.44% | 330,000 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30