Canandaigua National Trust CO Of Florida Portfolio Holdings

Canandaigua National Trust CO Of Florida

  • $113 Billion
  • Q1 2025

Canandaigua National Trust CO Of Florida has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $113 Billion distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $17.7B, Spdr S&P 500 ETF Trust with a value of $8.2B, Ishares Core S&P U.S. Value Et with a value of $5.44B, Schwab Fundamental Intl Large with a value of $4.34B, and Spdr Portfolio with a value of $4.29B.

Examining the 13F form we can see an decrease of $14.7B in the current position value, from $128B to 113B.

Canandaigua National Trust CO Of Florida is based out at Canandaigua, NY

Below you can find more details about Canandaigua National Trust CO Of Florida portfolio as well as his latest detailed transactions.

Portfolio value $113 Billion
ETFs: $48.8 Billion
Healthcare: $23.3 Billion
Technology: $10.1 Billion
Financial Services: $8.47 Billion
Consumer Cyclical: $4.78 Billion
Communication Services: $3.82 Billion
Consumer Defensive: $3.61 Billion
Industrials: $3.56 Billion
Other: $6.34 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $113 Billion
  • Prior Value $128 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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