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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 3 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HCA HCA Healthcare Inc Healthcare 4,129.0 $2.0M 0.17% NEW $473.24 -10.6%
42 VEA Vanguard FTSE Developed Markets ETF 30,082.0 $1.9M 0.17% NEW $64.08 +8.5%
43 VGK Vanguard MSCI Europe ETF 23,289.0 $1.9M 0.17% NEW $82.43 +5.7%
44 NUMV Nuveen ESG Mid Cap Value ETF 47,243.0 $1.8M 0.16% NEW $38.77 +7.0%
45 LIN Linde Plc Basic Materials 3,443.0 $1.7M 0.15% NEW $495.76 +2.1%
46 IXUS iShares Core MSCI Total Instl Stk ETF 19,658.0 $1.7M 0.15% NEW $86.64 +8.4%
47 ICSH Ishares Ultra Short Duration Bond Active ETF 33,482.0 $1.7M 0.15% NEW $50.62 -0.2%
48 BKR Baker Hughes Company Energy 27,632.0 $1.7M 0.15% NEW $61.05 +8.5%
49 TMUS T-Mobile US Communication Services 7,758.0 $1.6M 0.15% NEW $210.03 -11.8%
50 IEFA iShares Core MSCI EAFE ETF 17,819.0 $1.6M 0.14% NEW $90.53 +6.2%
51 IWV iShares Tr Russell 3000 4,150.0 $1.5M 0.14% NEW $370.68 +12.6%
52 BNDX Vanguard Total Int'l Bond ETF 31,215.0 $1.5M 0.13% NEW $48.05 -0.7%
53 Innovator Eqty Def Prot 1 Yr to Feb 2027 ETF 56,842.0 $1.4M 0.13% NEW $25.39
54 VIGI Vanguard Intl Dividend Appreciation ETF 15,610.0 $1.4M 0.12% NEW $88.46 +5.0%
55 VUG Vanguard Growth ETF 3,148.0 $1.4M 0.12% NEW $436.79 -80.1%
56 VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF 9,014.0 $1.3M 0.12% NEW $145.79 +8.4%
57 ESGE iShares MSCI Emerging Mkts ESG Optimized ETF 28,249.0 $1.3M 0.12% NEW $45.47 +14.0%
58 STIP Ishares Tr/0-5 Yr Tips Bd ETF 11,221.0 $1.2M 0.10% NEW $103.43 +0.1%
59 IVE iShares S&P 500 Value Index 5,372.0 $1.1M 0.10% NEW $211.15 +6.5%
60 VPL Vanguard MSCI Pacific ETF 11,279.0 $1.1M 0.10% NEW $97.73 +13.3%
Page 3 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%