Canandaigua National Bank & Trust CO has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $979 Million distributed in 304 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 $73.9M, Spdr Portfolio with a value of $44.8M, Spdr S&P 500 ETF Trust with a value of $38.3M, Schwab Fundamental Intl Large with a value of $34.6M, and Microsoft Corp with a value of $31.3M.
Examining the 13F form we can see an decrease of $17.5M in the current position value, from $997M to 979M.
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
$979 Million
ETFs: $395 Million
Technology: $121 Million
Financial Services: $95.7 Million
Industrials: $85.8 Million
Healthcare: $81.3 Million
Consumer Defensive: $55.5 Million
Consumer Cyclical: $44.6 Million
Energy: $43.3 Million
Other: $56.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
