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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 10 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ORLY O'Reilly Automotive Inc New Com Consumer Cyclical 11,482.0 $1.1M 0.09% NEW $92.09 -3.0%
182 VIG Vanguard Dividend Appreciation ETF 4,307.0 $1.0M 0.09% NEW $236.62 +3.0%
183 PGR Progessive Corp OH Com Financial Services 4,610.0 $1.0M 0.09% NEW $218.45 +0.5%
184 PLD Prologis Inc REIT Real Estate 7,315.0 $991K 0.08% NEW $135.47 +4.0%
185 SYY Sysco Corp Consumer Defensive 11,693.0 $977K 0.08% NEW $83.58 +0.0%
186 NXPI NXP Semiconductors NV Technology 3,398.0 $955K 0.08% NEW $281.03 -20.3%
187 VBR Vanguard Small Cap Value 3,876.0 $942K 0.08% NEW $242.99 +2.5%
188 MDT Medtronic PLC Healthcare 11,842.0 $926K 0.08% NEW $78.23 +19.0%
189 KKR KKR & Co Inc 10,029.0 $920K 0.08% NEW $91.78
190 GRNB VanEck Vectors Green Bond ETF 38,092.0 $919K 0.08% NEW $24.14 -1.3%
191 Innovator Eqty Def Prot 1yr to Oct 2026 ETF 33,100.0 $914K 0.08% NEW $27.61
192 UPS United Parcel Service Inc Industrials 8,461.0 $910K 0.08% NEW $107.50 -5.1%
193 APA APA Corporation Energy 27,839.0 $907K 0.08% NEW $32.57 +34.3%
194 CSX CSX Corp Industrials 19,034.0 $905K 0.08% NEW $47.53 +8.3%
195 CAH Cardinal Health Inc. Healthcare 3,674.0 $873K 0.07% NEW $237.56 -3.5%
196 Entergy Corp 7,579.0 $871K 0.07% NEW $114.86
197 PRU Prudential Financial Inc Financial Services 7,804.0 $842K 0.07% NEW $107.93 +11.9%
198 LHX L3Harris Technologies Inc Industrials 2,891.0 $840K 0.07% NEW $290.59 -8.0%
199 DSI iShares KLD 400 Social Index Fund 5,840.0 $832K 0.07% NEW $142.39 +2.9%
200 SBUX Starbucks Corp Consumer Cyclical 8,053.0 $823K 0.07% NEW $102.19 +4.0%
Page 10 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 23.0%
Technology 21.4%
Industrials 15.2%
Healthcare 12.4%
Consumer Defensive 7.2%
Energy 6.8%
Consumer Cyclical 6.5%
Utilities 2.7%
Communication Services 2.5%
Real Estate 1.3%