Canandaigua National Bank & Trust

$1.2B 13F equity value
335 Holdings
Latest filing 2026-06-30

Top Holdings

TickerCompanySharesValueWeight
IUSViShares Core S&P US Value ETF808,560$89M7.5%
SPYGState Street SPDR S&P 500 Growth ETF598,201$71M6.0%
FNDFSchwab Fundamental Intl Equity ETF1,014,722$54M4.5%
SPYState Street SPDR S&P 500 ETF Trust63,366$47M4.0%
MDYVState Street SPDR S&P 400 Mid Cap Value ETF354,651$34M2.8%
AAPLApple Inc110,536$32M2.7%
MSFTMicrosoft Corporation78,873$29M2.5%
XOMExxon-Mobil Corp202,122$28M2.3%
JPMJP Morgan Chase & Co81,950$27M2.3%
SLYVState Street SPDR S&P 600 Small Cap Value ETF219,319$24M2.0%

Track Canandaigua National Bank & Trust's 13F portfolio: $1.2B in reported holdings, 335 positions. Top holdings and quarterly changes on SentiSense.

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