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Portfolio (Quarterly) Guide ↗

CANANDAIGUA NATIONAL BANK & TRUST CO

· CIK 0001074266
13F Portfolio $1.2B AUM 305 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 305 New
Page 5 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VOO Vanguard Index Funds S & P 500 ETF 4,695.0 $3.2M 0.27% NEW $686.81 +2.3%
82 STIP Ishares Tr/0-5 Yr Tips Bd ETF 31,049.0 $3.2M 0.27% NEW $102.16 -1.2%
83 Innovator Eqty Def Prot 1 Yr to March 2027 111,567.0 $3.1M 0.27% NEW $28.21
84 AFL Aflac, Inc. Financial Services 26,494.0 $3.1M 0.26% NEW $117.25 -0.2%
85 CI Cigna Group Healthcare 11,258.0 $3.1M 0.26% NEW $275.68 +0.7%
86 ETN Eaton Corp PLC Industrials 7,057.0 $3.0M 0.25% NEW $426.12 -1.3%
87 GD General Dynamics Corp Industrials 8,249.0 $2.9M 0.25% NEW $354.24 +9.1%
88 INTC Intel Corp. Technology 20,719.0 $2.9M 0.24% NEW $139.63 -34.7%
89 Berkshire Hathaway Inc Cl B 5,720.0 $2.9M 0.24% NEW $500.39
90 LOW Lowes Companies Inc Consumer Cyclical 12,674.0 $2.8M 0.24% NEW $220.49 -1.1%
91 CMI Cummins Engine Co Inc Industrials 3,853.0 $2.7M 0.23% NEW $713.21 -16.5%
92 SCHW Schwab Charles Corp Financial Services 29,489.0 $2.7M 0.23% NEW $92.27 +20.9%
93 DVY iShares Select Dividend ETF 17,232.0 $2.7M 0.23% NEW $156.30 +5.6%
94 TRV Travelers Cos Inc. Financial Services 8,034.0 $2.7M 0.22% NEW $330.12 +10.8%
95 SLB SLB Limited Energy 56,826.0 $2.6M 0.22% NEW $46.49 +15.2%
96 CSL Carlisle Cos Inc Industrials 7,263.0 $2.6M 0.22% NEW $362.75 -0.4%
97 OTIS Otis Worldwide Corp Industrials 36,663.0 $2.6M 0.22% NEW $71.60 -0.0%
98 EEM iShares MSCI Emerging Markets 37,154.0 $2.5M 0.21% NEW $68.41 -1.7%
99 AMAT Applied Materials Technology 3,425.0 $2.5M 0.21% NEW $723.00 -32.3%
100 COP ConocoPhillips Energy 23,575.0 $2.5M 0.21% NEW $103.96 +29.8%
Page 5 of 16  ·  305 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 22.6%
Technology 20.9%
Industrials 14.8%
Healthcare 12.2%
Consumer Defensive 7.0%
Energy 6.6%
Consumer Cyclical 6.4%
Communication Services 4.7%
Utilities 2.6%
Real Estate 1.2%