Canandaigua National Bank & Trust CO has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.05 Billion distributed in 310 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 $77.5M, Spdr Portfolio with a value of $54.5M, Microsoft Corp with a value of $43.3M, Schwab Fundamental Intl Large with a value of $41.9M, and Spdr S&P 500 ETF Trust with a value of $41.7M.
Examining the 13F form we can see an increase of $72.6M in the current position value, from $979M to 1.05B.
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
$1.05 Billion
ETFs: $425 Million
Technology: $145 Million
Financial Services: $103 Million
Industrials: $99.4 Million
Healthcare: $78.1 Million
Consumer Defensive: $53.7 Million
Consumer Cyclical: $46.5 Million
Energy: $40.4 Million
Other: $60.4 Million
Stock Holdings Table Market Cap. of $200 Billions or more
