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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 5 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IDXX Idexx Labs Inc Healthcare 971.0 $546K 0.05% NEW $561.89 -5.9%
82 IWB iShares Tr Russell 1000 Index Fd 1,525.0 $544K 0.05% NEW $356.56 +12.8%
83 VTI Vanguard Total Stock Mkt Index ETF 1,672.0 $536K 0.05% NEW $320.81 +13.0%
84 AEM Agnico Eagle Mines Ltd Basic Materials 2,600.0 $528K 0.05% NEW $202.98 -11.7%
85 Innovator Eqty Def Prot 1yr to Nov 2026 ETF 19,825.0 $526K 0.05% NEW $26.55
86 VYM Vanguard Whitehall Fds High Div Yield ETF 3,383.0 $501K 0.04% NEW $148.10 +5.8%
87 ELV Elevance Health Inc Healthcare 1,661.0 $486K 0.04% NEW $292.75 +34.1%
88 VOE Vanguard Mid Cap Value ETF 2,621.0 $483K 0.04% NEW $184.28 +4.1%
89 NUE Nucor Corp Basic Materials 2,672.0 $452K 0.04% NEW $169.10 +34.3%
90 NUMG NuShares ESG Mid Growth ETF 10,842.0 $445K 0.04% NEW $41.08 +10.0%
91 SCHB Schwab US Broad Market ETF 16,608.0 $417K 0.04% NEW $25.10 +13.1%
92 VTV Vanguard Value ETF 2,090.0 $410K 0.04% NEW $196.20 +5.7%
93 APA APA Corporation Energy 9,356.0 $397K 0.04% NEW $42.44 -5.4%
94 USMV iShares Tr MSCI USA Min Vol USA ETF 4,249.0 $394K 0.04% NEW $92.74 +3.5%
95 SNPS Synopsys Inc. Technology 987.0 $391K 0.04% NEW $396.48 +26.7%
96 AVB AvalonBay Communities Real Estate 2,356.0 $385K 0.03% NEW $163.35 +10.7%
97 VOOG Vanguard S&P 500 Growth ETF 934.0 $381K 0.03% NEW $407.69 -80.0%
98 CRS Carpenter Technology Corporation Industrials 960.0 $378K 0.03% NEW $394.15 +3.7%
99 VRTX Vertex Pharmaceuticals Inc Healthcare 827.0 $369K 0.03% NEW $446.54 -2.1%
100 GDXJ Vaneck Vectors Jr Gold Miners 3,000.0 $360K 0.03% NEW $120.04 -3.8%
Page 5 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%