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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 13 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NKE Nike, Inc. Class B Consumer Cyclical 11,241.0 $461K 0.04% NEW $41.05 +0.0%
242 CMCSA Comcast Corp New Cl A Communication Services 18,780.0 $461K 0.04% NEW $24.55 +9.6%
243 LEN Lennar Corporation Consumer Cyclical 5,023.0 $455K 0.04% NEW $90.49 -3.9%
244 WM Waste Mgmt Inc New Industrials 2,002.0 $446K 0.04% NEW $222.88 +0.7%
245 TSLA Tesla Motors Inc Consumer Cyclical 1,027.0 $432K 0.04% NEW $420.60 -14.2%
246 BKR Baker Hughes Company Energy 7,735.0 $429K 0.04% NEW $55.50 +13.0%
247 ABNB Airbnb Inc Consumer Cyclical 2,936.0 $420K 0.04% NEW $143.10 +31.8%
248 WAT Waters Corp Com Healthcare 1,109.0 $416K 0.04% NEW $375.04 +8.6%
249 TFC Truist Finl Corp Financial Services 8,308.0 $414K 0.04% NEW $49.82 +0.9%
250 USMV iShares Tr MSCI USA Min Vol USA ETF 4,249.0 $410K 0.04% NEW $96.46 +5.1%
251 AEM Agnico Eagle Mines Ltd Basic Materials 2,600.0 $403K 0.03% NEW $155.13 +39.3%
252 PWR Quanta Services, Inc. Industrials 560.0 $403K 0.03% NEW $720.04 -11.1%
253 GIS General Mills Inc Consumer Defensive 11,423.0 $398K 0.03% NEW $34.80 +15.0%
254 AME Ametek Inc Industrials 1,601.0 $387K 0.03% NEW $241.94 -1.4%
255 ONTO Onto Innovation Inc Technology 1,014.0 $384K 0.03% NEW $378.45 -23.6%
256 CTVA Corteva Inc Basic Materials 4,184.0 $354K 0.03% NEW $84.69 -4.4%
257 FQAL Fidelity Quality Factor ETF 4,296.0 $350K 0.03% NEW $81.36 +3.9%
258 MET Metlife, Inc. Financial Services 4,112.0 $348K 0.03% NEW $84.61 +11.9%
259 ICE Intercontinental Exchange Inc Financial Services 2,737.0 $337K 0.03% NEW $123.11 +31.6%
260 SCHG Schwab US Large-Cap Growth ETF 9,936.0 $336K 0.03% NEW $33.84 +4.3%
Page 13 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%