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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 4 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IJH iShares TR Core S&P Mid-Cap ETF 55,195.0 $4.3M 0.36% NEW $77.11 -1.0%
62 AMGN Amgen Inc. Healthcare 10,817.0 $3.9M 0.33% NEW $362.12 +19.8%
63 Innovator Eqty Def Prot 1yr to Aug 2026 ETF 142,234.0 $3.9M 0.33% NEW $27.54
64 CARR Carrier Global Corporation Industrials 53,145.0 $3.9M 0.33% NEW $73.35 -18.0%
65 PFE Pfizer Inc. Healthcare 160,394.0 $3.9M 0.33% NEW $24.08 +15.4%
66 SDY State Street SPDR S&P Dividend ETF 25,338.0 $3.9M 0.33% NEW $152.18 +3.9%
67 ESGD iShares Trust MSCI EAFE ESG ETF 37,237.0 $3.8M 0.32% NEW $102.81 +3.4%
68 GE GE Aerospace Industrials 10,227.0 $3.8M 0.32% NEW $373.73 -7.8%
69 CVS CVS Health Corp Healthcare 36,217.0 $3.7M 0.32% NEW $103.45 -9.5%
70 IWF iShares Russell 1000 Growth 29,240.0 $3.6M 0.31% NEW $124.17 -1.9%
71 SO Southern Co Utilities 37,115.0 $3.6M 0.30% NEW $95.71 -4.5%
72 DLR Digital Rlty Tr Inc Real Estate 19,516.0 $3.5M 0.29% NEW $179.58 +8.2%
73 AXP American Express Co Financial Services 10,332.0 $3.5M 0.29% NEW $338.25 -2.1%
74 Innovator Eqty Def Prot 1yr to July 2027 ETF 115,087.0 $3.4M 0.29% NEW $29.97
75 META Meta Platforms Inc Communication Services 6,101.0 $3.4M 0.29% NEW $563.29 -3.1%
76 AVGO Broadcom Inc Technology 9,057.0 $3.4M 0.29% NEW $377.75 -3.6%
77 IVV iShares Core S P 500 ETF 4,429.0 $3.3M 0.28% NEW $748.89 +2.3%
78 VNQ Vanguard REIT ETF 34,394.0 $3.3M 0.28% NEW $96.43 +2.3%
79 DIA State Street SPDR Dow Jones Indl Avg ETF Financial Services 6,313.0 $3.3M 0.28% NEW $522.39 +1.0%
80 VWO Vanguard FTSE Emerging Mkt MFC 54,100.0 $3.2M 0.27% NEW $59.69 +0.6%
Page 4 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%