Canandaigua National Bank & Trust CO has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.11 Billion distributed in 323 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 $83.7M, Spdr Portfolio with a value of $60.3M, Schwab Fundamental Intl Large with a value of $45.2M, Spdr S&P 500 ETF Trust with a value of $44.7M, and Microsoft Corp with a value of $44.2M.
Examining the 13F form we can see an increase of $56.3M in the current position value, from $1.05B to 1.11B.
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
$1.11 Billion
ETFs: $453 Million
Technology: $160 Million
Industrials: $105 Million
Financial Services: $104 Million
Healthcare: $81.4 Million
Consumer Defensive: $50.3 Million
Consumer Cyclical: $47.3 Million
Energy: $43.6 Million
Other: $63.8 Million
Stock Holdings Table Market Cap. of $200 Billions or more
