Canandaigua National Bank & Trust CO has filed its 13F form on October 03, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.04 Billion distributed in 335 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P U.S. Value Et with a value of $66.7M, Spdr Portfolio with a value of $41.3M, Spdr S&P 500 ETF Trust with a value of $39.1M, Microsoft Corp with a value of $37.1M, and Apple Inc. with a value of $32.5M.
Examining the 13F form we can see an increase of $127M in the current position value, from $910M to 1.04B.
Canandaigua National Bank & Trust CO is based out at Canandaigua, NY
Below you can find more details about Canandaigua National Bank & Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$1.04 Billion
ETFs: $388 Million
Technology: $144 Million
Financial Services: $98.3 Million
Industrials: $97.1 Million
Healthcare: $89.6 Million
Consumer Defensive: $63.1 Million
Consumer Cyclical: $49.2 Million
Energy: $42.8 Million
Other: $65.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions