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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 15 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TIPX State Street SPDR Bloomberg 1-10 Yr TIPS ETF 13,950.0 $264K 0.02% NEW $18.93 -1.5%
282 FCX Freeport-McMoRan Copper & Gold Basic Materials 4,183.0 $263K 0.02% NEW $62.89 +21.2%
283 XLK State Street Select Sector Spdr Tr Tech ETF 1,370.0 $261K 0.02% NEW $190.52 -3.9%
284 VXUS Vanguard Total International Stock ETF 2,937.0 $251K 0.02% NEW $85.49 +2.7%
285 MKSI MKS Inc Technology 552.0 $246K 0.02% NEW $444.80 -37.0%
286 SCHM Schwab US Mid-Cap ETF 6,630.0 $244K 0.02% NEW $36.87 -2.0%
287 MLI Mueller Industries Inc Industrials 1,973.0 $243K 0.02% NEW $122.93 -48.3%
288 OKE Oneok Inc Energy 2,703.0 $235K 0.02% NEW $86.94 +8.6%
289 IPAC iShares Core MSCI Pacific ETF 2,854.0 $234K 0.02% NEW $81.93 +4.4%
290 Innovator Eqty Def Prot 1 yr to Dec 2026 ETF 8,723.0 $230K 0.02% NEW $26.42
291 DOW Dow Inc Basic Materials 8,331.0 $228K 0.02% NEW $27.36 +20.1%
292 Innovator Eqty Def Prot 1yr to Jan 2027 ETF 8,100.0 $227K 0.02% NEW $27.99
293 GLD Spdr Gold Trust Financial Services 611.0 $225K 0.02% NEW $368.38 +14.0%
294 MTB M&T Bk Corp Financial Services 941.0 $224K 0.02% NEW $238.01 +0.9%
295 STPZ Pimco ETF TR 1-5 YR US TIPS INDEX FD 4,150.0 $221K 0.02% NEW $53.34 -1.1%
296 SHEL Royal Dutch Shell PLC ADR Energy 2,816.0 $218K 0.02% NEW $77.54 +20.7%
297 VEA Vanguard FTSE Developed Markets ETF 3,040.0 $217K 0.02% NEW $71.25 +3.2%
298 ADEA Adeia Inc Technology 6,556.0 $216K 0.02% NEW $32.93 -18.4%
299 NOC Northrup Grumman Corp. Industrials 417.0 $212K 0.02% NEW $509.31 +9.2%
300 VRTX Vertex Pharmaceuticals Inc Healthcare 427.0 $212K 0.02% NEW $496.73 +10.0%
Page 15 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%