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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 12 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TIP Ishares Tr Barclays Tips Bd Fd 5,447.0 $596K 0.05% NEW $109.43 -2.1%
222 CRS Carpenter Technology Corporation Industrials 960.0 $592K 0.05% NEW $616.84 -19.9%
223 Innovator Equity Def Prot 1 Yr to May 2027 22,780.0 $592K 0.05% NEW $25.97
224 ELV Elevance Health Inc Healthcare 1,506.0 $582K 0.05% NEW $386.73 +4.0%
225 ICSH Ishares Ultra Short Duration Bond Active ETF 11,065.0 $560K 0.05% NEW $50.58 -0.1%
226 SYF Synchrony Financial Financial Services 7,217.0 $549K 0.05% NEW $76.05 +4.3%
227 Innovator Eqty Def Prot 1yr to Nov 2026 ETF 19,825.0 $544K 0.05% NEW $27.46
228 SAP SAP SE-Sponsored ADR Technology 3,522.0 $543K 0.05% NEW $154.11 +41.6%
229 FAST Fastenal Company Industrials 10,828.0 $520K 0.04% NEW $48.03 +6.7%
230 VOE Vanguard Mid Cap Value ETF 2,628.0 $519K 0.04% NEW $197.60 +5.7%
231 VYM Vanguard Whitehall Fds High Div Yield ETF 3,257.0 $515K 0.04% NEW $158.03 +4.4%
232 NUMG NuShares ESG Mid Growth ETF 10,888.0 $511K 0.04% NEW $46.96 +3.2%
233 IDXX Idexx Labs Inc Healthcare 971.0 $511K 0.04% NEW $526.44 +5.3%
234 ALLE Allegion PLC Industrials 3,556.0 $500K 0.04% NEW $140.49 +16.3%
235 DOV Dover Corp Industrials 2,186.0 $490K 0.04% NEW $224.28 -10.0%
236 IVE iShares S&P 500 Value Index 2,142.0 $486K 0.04% NEW $227.06 +4.4%
237 SIMO Silicon Motion Technology Corp Technology 1,448.0 $483K 0.04% NEW $333.33 -23.8%
238 SCHB Schwab US Broad Market ETF 16,608.0 $481K 0.04% NEW $28.96 +2.2%
239 MO Altria Group Inc Consumer Defensive 6,669.0 $480K 0.04% NEW $71.95 -8.5%
240 VOOG Vanguard S&P 500 Growth ETF 5,604.0 $463K 0.04% NEW $82.62 +1.0%
Page 12 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%