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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 4 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IJR iShares TR Core S&P Small-Cap ETF 8,634.0 $1.1M 0.10% NEW $124.31 +8.1%
62 PMAR Innovator US Eq Pwr Buff 1 yr to Mar 2027 ETF 23,825.0 $1.1M 0.10% NEW $44.62 +6.0%
63 IWO iShares Russell 2000 Growth 3,219.0 $1.0M 0.09% NEW $313.81 +13.9%
64 IEMG iShares Core MSCI Emerging Markets ETF 14,366.0 $1.0M 0.09% NEW $69.75 +13.8%
65 PCAR Paccar Inc Com Industrials 8,164.0 $943K 0.08% NEW $115.50 -4.5%
66 GRNB VanEck Vectors Green Bond ETF 38,879.0 $932K 0.08% NEW $23.96 -0.1%
67 VIG Vanguard Dividend Appreciation ETF 4,320.0 $929K 0.08% NEW $215.06 +7.2%
68 Innovator Eqty Def Prot 1yr to Oct 2026 ETF 33,100.0 $885K 0.08% NEW $26.75
69 SHOP Shopify Inc Technology 7,282.0 $864K 0.08% NEW $118.62 -15.5%
70 VBR Vanguard Small Cap Value 3,969.0 $862K 0.08% NEW $217.25 +5.1%
71 DD Dupont De Nemours Inc Basic Materials 18,377.0 $842K 0.07% NEW $45.80 +7.7%
72 EFX Equifax Inc. Industrials 4,236.0 $763K 0.07% NEW $180.07 -12.1%
73 DSI iShares KLD 400 Social Index Fund 5,840.0 $708K 0.06% NEW $121.19 +16.1%
74 IWS iShares Russell Midcap Value Index Fund 4,838.0 $705K 0.06% NEW $145.74 +6.7%
75 SAP SAP SE-Sponsored ADR Technology 3,933.0 $673K 0.06% NEW $171.21 -1.0%
76 LRCX Lam Resh Corp Technology 2,950.0 $630K 0.06% NEW $213.66 +33.3%
77 CRH Plc 5,952.0 $626K 0.06% NEW $105.12
78 TIP Ishares Tr Barclays Tips Bd Fd 5,447.0 $601K 0.05% NEW $110.36 +0.1%
79 IVW iShares S&P 500 Growth Index 4,887.0 $553K 0.05% NEW $113.11 +20.1%
80 IWN iShares Russell 2000 Value 2,896.0 $549K 0.05% NEW $189.59 +8.7%
Page 4 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%