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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 13 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 WM Waste Mgmt Inc New Industrials 2,002.0 $460K 0.04% -184.0 -8.4% $229.79 -4.3%
242 DOV Dover Corp Industrials 2,186.0 $456K 0.04% -250.0 -10.3% $208.45 +1.1%
243 ICE Intercontinental Exchange Inc Financial Services 2,887.0 $454K 0.04% -3K -52.1% $157.28 -1.7%
244 NUE Nucor Corp Basic Materials 2,672.0 $452K 0.04% NEW $169.10 +34.6%
245 CME CME Group Inc Class A Financial Services 1,517.0 $448K 0.04% -665.0 -30.5% $295.35 +1.8%
246 NUMG NuShares ESG Mid Growth ETF 10,842.0 $445K 0.04% NEW $41.08 +10.3%
247 MO Altria Group Inc Consumer Defensive 6,669.0 $440K 0.04% -5K -44.8% $65.99 +10.5%
248 TSLA Tesla Motors Inc Consumer Cyclical 1,134.0 $422K 0.04% -918.0 -44.7% $371.75 +12.7%
249 SCHB Schwab US Broad Market ETF 16,608.0 $417K 0.04% NEW $25.10 +13.1%
250 VTV Vanguard Value ETF 2,090.0 $410K 0.04% NEW $196.20 +5.4%
251 APA APA Corporation Energy 9,356.0 $397K 0.04% NEW $42.44 -9.0%
252 USMV iShares Tr MSCI USA Min Vol USA ETF 4,249.0 $394K 0.04% NEW $92.74 +2.3%
253 SNPS Synopsys Inc. Technology 987.0 $391K 0.04% NEW $396.48 +25.1%
254 AVB AvalonBay Communities Real Estate 2,356.0 $385K 0.03% NEW $163.35 +11.6%
255 VOOG Vanguard S&P 500 Growth ETF 934.0 $381K 0.03% NEW $407.69 -79.9%
256 CRS Carpenter Technology Corporation Industrials 960.0 $378K 0.03% NEW $394.15 +5.4%
257 ABNB Airbnb Inc Consumer Cyclical 2,936.0 $371K 0.03% -11K -78.6% $126.28 +5.3%
258 ISRG Intuitive Surgical Healthcare 804.0 $371K 0.03% -3K -80.7% $460.99 -8.0%
259 VRTX Vertex Pharmaceuticals Inc Healthcare 827.0 $369K 0.03% NEW $446.54 -2.5%
260 DOW Dow Inc Basic Materials 8,755.0 $365K 0.03% -8K -49.0% $41.65 -8.4%
Page 13 of 16  ·  310 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%