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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 11 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MRSH Marsh Financial Services 4,920.0 $820K 0.07% NEW $166.67 +14.9%
202 IWS iShares Russell Midcap Value Index Fund 4,838.0 $796K 0.07% NEW $164.60 +4.4%
203 MSCI MSCI Inc Financial Services 1,395.0 $781K 0.07% NEW $560.04 +0.8%
204 MCHP Microchip Technology Inc. Technology 8,516.0 $777K 0.07% NEW $91.20 -16.9%
205 NDAQ Nasdaq Stk Mkt Inc Financial Services 9,460.0 $746K 0.06% NEW $78.82 +24.3%
206 SHOP Shopify Inc Technology 6,416.0 $733K 0.06% NEW $114.18 +29.9%
207 UNH Unitedhealth Group Inc Healthcare 1,695.0 $704K 0.06% NEW $415.63 -5.9%
208 GILD Gilead Sci Inc. Healthcare 5,547.0 $701K 0.06% NEW $126.34 +15.8%
209 CRH Plc 6,429.0 $688K 0.06% NEW $107.00
210 IVW iShares S&P 500 Growth Index 4,887.0 $672K 0.06% NEW $137.53 +0.9%
211 STT State Street Corp. Financial Services 3,947.0 $669K 0.06% NEW $169.60 +10.1%
212 IWN iShares Russell 2000 Value 2,896.0 $641K 0.05% NEW $221.20 +1.7%
213 BDX Becton Dickinson & Co Healthcare 4,218.0 $638K 0.05% NEW $151.33 +26.1%
214 TGT Target Corp. Consumer Defensive 4,788.0 $625K 0.05% NEW $130.61 +25.1%
215 IWB iShares Tr Russell 1000 Index Fd 1,525.0 $624K 0.05% NEW $409.50 +2.4%
216 ROST Ross Stores Inc Consumer Cyclical 2,916.0 $621K 0.05% NEW $212.85 +13.0%
217 VTI Vanguard Total Stock Mkt Index ETF 1,654.0 $612K 0.05% NEW $370.04 +2.2%
218 NUE Nucor Corp Basic Materials 2,740.0 $610K 0.05% NEW $222.75 +8.9%
219 SPGI S&P Global Inc Financial Services 1,495.0 $609K 0.05% NEW $407.26 +5.5%
220 VTV Vanguard Value ETF 2,744.0 $598K 0.05% NEW $217.93 +3.9%
Page 11 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%