Canandaigua National Trust CO Of Florida Portfolio Holdings

Canandaigua National Trust CO Of Florida

  • $141 Billion
  • Q2 2025

Canandaigua National Trust CO Of Florida has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $141 Billion distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $16.9B, Spdr S&P 500 ETF Trust with a value of $9.94B, Ishares Core S&P U.S. Value Et with a value of $6.45B, Schwab Fundamental Intl Large with a value of $5.8B, and Spdr Portfolio with a value of $5.74B.

Examining the 13F form we can see an increase of $27.2B in the current position value, from $113B to 141B.

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 $141 Billion
ETFs: $60.3 Billion
Healthcare: $23.3 Billion
Technology: $14.1 Billion
Financial Services: $10.4 Billion
Consumer Cyclical: $6.69 Billion
Industrials: $6.37 Billion
Communication Services: $4.96 Billion
Consumer Defensive: $4.19 Billion
Other: $7.65 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 122
  • Current Value $141 Billion
  • Prior Value $113 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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