CANANDAIGUA NATIONAL BANK & TRUST CO

CIK: 0001074266SEC EDGAR →

Portfolio Value

$1.1B

Holdings

307

As of

Q4 2025

New Positions

22

Closed Positions

9

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

iShares Core S&P US Value ETF

863,837$88.6M
7.94%
2

State Street SPDR S&P 500 Growth ETF

579,137$61.8M
5.54%
3

Schwab Fundamental Intl Equity ETF

1,057,708$47.8M
4.29%
4

SPDR S&P 500 ETF Trust

64,519$44.0M
3.94%
5

Microsoft Corporation

77,460$37.5M
3.36%
6

State Street SPDR S&P 400 Mid Cap Value ETF

406,771$34.4M
3.09%
7

Apple Inc

117,325$31.9M
2.86%
8

JP Morgan Chase & Co

84,219$27.1M
2.43%
9

Exxon-Mobil Corp

208,557$25.1M
2.25%
10

State Street SPDR S&P 600 Small Cap Value ETF

209,249$19.0M
1.71%

Quarterly Changes

Top Buys

IUSV↑ Increased
$4.9M
FNDF↑ Increased
$2.7M
MDYV↑ Increased
$1.6M
SPYG↑ Increased
$1.5M
PFF↑ Increased
$876K

Top Sells

ORCL↓ Decreased
$6.8M
MSFT↓ Decreased
$6.7M
GOOG↓ Decreased
$2.9M
PHCLOSED
$2.8M
Soper Company CommonCLOSED
$2.7M

New Positions (7)

$745K · 3K shares
$528K · 20K shares
$258K · 2K shares
$243K · 642 shares
$224K · 9K shares
$212K · 4K shares
$201K · 1K shares

Closed Positions (23)

$2.8M · 4K shares
Soper Company Common
$2.7M · 303 shares
$1.4M · 11K shares
$616K · 8K shares
$416K · 2K shares
$325K · 4K shares
$276K · 5K shares
$264K · 16K shares
$259K · 2K shares
$258K · 2K shares
$249K · 3K shares
$246K · 454 shares
$237K · 3K shares
$221K · 1K shares
$219K · 2K shares
$215K · 4K shares
$213K · 9K shares
$212K · 2K shares
$208K · 1K shares
$206K · 2K shares
$204K · 2K shares
Soper-Wheeler CO. LLC
$156K · 30K shares
$118K · 119K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services107$549.5M49.3%
Technology34$147.5M13.2%
Industrials40$97.0M8.7%
Healthcare30$86.5M7.8%
Consumer Cyclical17$45.7M4.1%
Consumer Defensive13$45.0M4.0%
Energy10$43.5M3.9%
Unknown22$42.4M3.8%
Communication Services9$31.5M2.8%
Utilities9$16.5M1.5%
Basic Materials11$5.9M0.5%
Real Estate5$4.6M0.4%