Canandaigua National Bank & Trust CO has filed its 13F form on January 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $997 Million distributed in 324 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 $66.8M, Spdr Portfolio with a value of $45M, Spdr S&P 500 ETF Trust with a value of $39.8M, Microsoft Corp with a value of $35.7M, and Apple Inc. with a value of $33.9M.
Examining the 13F form we can see an decrease of $40.5M in the current position value, from $1.04B to 997M.
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
$997 Million
ETFs: $381 Million
Technology: $142 Million
Financial Services: $98.4 Million
Industrials: $89.5 Million
Healthcare: $76.4 Million
Consumer Defensive: $57.8 Million
Consumer Cyclical: $48.7 Million
Energy: $38.6 Million
Other: $64.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
