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Portfolio (Quarterly) Guide ↗

CANANDAIGUA NATIONAL CORP

· CIK 0000759458
13F Portfolio $1.1B AUM 310 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2022 · All 132 New 38 Added 137 Reduced 74 Exited
Page 2 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GE GE Aerospace Industrials 13,370.0 $3.8M 0.34% NEW $283.77 +1.0%
22 Innovator Eqty Def Prot 1yr to Aug 2026 ETF 142,234.0 $3.8M 0.34% NEW $26.63
23 SDY State Street SPDR S&P Dividend ETF 25,413.0 $3.7M 0.33% NEW $145.94 +1.6%
24 ESGD iShares Trust MSCI EAFE ESG ETF 38,424.0 $3.7M 0.33% NEW $95.62 +5.8%
25 IJH iShares TR Core S&P Mid-Cap ETF 53,868.0 $3.6M 0.33% NEW $67.53 +6.3%
26 Innovator Eqty Def Prot 1yr to July 2026 ETF 115,441.0 $3.4M 0.30% NEW $29.07
27 IWF iShares Russell 1000 Growth 7,256.0 $3.1M 0.28% NEW $426.40 -71.1%
28 VNQ Vanguard REIT ETF 34,311.0 $3.0M 0.27% NEW $88.70 +7.6%
29 DIA State Street SPDR Dow Jones Indl Avg ETF Financial Services 6,457.0 $3.0M 0.27% NEW $463.26 +7.0%
30 PFF iShares Preferred & Income Secs ETF 93,608.0 $2.8M 0.25% NEW $30.32 +2.3%
31 Innovator Eqty Def Prot 1 Yr to March 2027 100,596.0 $2.8M 0.25% NEW $27.59
32 NOV NOV Inc Energy 145,540.0 $2.7M 0.24% NEW $18.81 +11.9%
33 VOO Vanguard Index Funds S & P 500 ETF 4,503.0 $2.7M 0.24% NEW $597.55 +13.3%
34 DVY iShares Select Dividend ETF 16,155.0 $2.4M 0.22% NEW $151.41 +1.0%
35 NULV Nuveen ESG Large Cap Value ETF 47,600.0 $2.2M 0.19% NEW $45.50 +9.8%
36 GEV GE Vernova Inc Utilities 2,444.0 $2.1M 0.19% NEW $872.90 +15.9%
37 EEM iShares MSCI Emerging Markets 37,195.0 $2.1M 0.19% NEW $56.79 +14.0%
38 AMD Advanced Micro Devices Technology 10,151.0 $2.1M 0.18% NEW $203.43 +106.2%
39 Innovator Eqty Def Prot 1yr to Sep 2026 ETF 70,922.0 $2.0M 0.18% NEW $28.21
40 SUSB iShares ESG 1-5 Yr USD Corp Bond ETF 78,624.0 $2.0M 0.18% NEW $25.07 -0.8%
Page 2 of 7  ·  132 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 21.6%
Technology 18.7%
Industrials 15.0%
Healthcare 12.3%
Energy 8.8%
Consumer Defensive 7.3%
Consumer Cyclical 6.4%
Communication Services 4.6%
Utilities 2.9%
Basic Materials 1.2%