Canandaigua National Trust CO Of Florida Portfolio Holdings

Canandaigua National Trust CO Of Florida

  • $126 Billion
  • Q3 2025

Canandaigua National Trust CO Of Florida has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $126 Billion distributed in 106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $14.3B, Spdr S&P 500 ETF Trust with a value of $9.39B, Ishares Core S&P U.S. Value Et with a value of $7.36B, Spdr Portfolio with a value of $6.6B, and Schwab Fundamental Intl Large with a value of $6.32B.

Examining the 13F form we can see an decrease of $14.4B in the current position value, from $141B to 126B.

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 $126 Billion
ETFs: $55.8 Billion
Healthcare: $20.7 Billion
Technology: $12.9 Billion
Financial Services: $8.61 Billion
Industrials: $6.45 Billion
Consumer Cyclical: $5.76 Billion
Communication Services: $4.85 Billion
Energy: $4.34 Billion
Other: $6.01 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.13B
$1.38 Billion 1.09% of portfolio
104,020
Q3 2025 Added 34.4%
$6.36B
$210 Million 0.17% of portfolio
1,950
Q3 2025 Reduced 42.22%

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $126 Billion
  • Prior Value $141 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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