Canandaigua National
$1.1B Assets Reported
310 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IUSV | iShares Core S&P US Value ETF | 810,696 | $83M | 7.4% |
| SPYG | State Street SPDR S&P 500 Growth ETF | 593,091 | $58M | 5.2% |
| FNDF | Schwab Fundamental Intl Equity ETF | 1,073,617 | $53M | 4.7% |
| SPY | State Street SPDR S&P 500 ETF Trust | 63,806 | $41M | 3.7% |
| MDYV | State Street SPDR S&P 400 Mid Cap Value ETF | 421,045 | $36M | 3.2% |
| XOM | Exxon-Mobil Corp | 205,059 | $35M | 3.1% |
| AAPL | Apple Inc | 114,551 | $29M | 2.6% |
| MSFT | Microsoft Corporation | 76,939 | $28M | 2.5% |
| JPM | JP Morgan Chase & Co | 82,359 | $24M | 2.2% |
| JNJ | Johnson & Johnson | 86,448 | $21M | 1.9% |
Track Canandaigua National's 13F portfolio: $1.1B in reported holdings, 310 positions. Top holdings, AUM, and quarterly changes on SentiSense.