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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 15 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SCHG Schwab US Large-Cap Growth ETF 9,936.0 $289K 0.03% NEW $29.13 +17.6%
282 MLI Mueller Industries Inc Industrials 2,550.0 $283K 0.03% NEW $110.80 +25.7%
283 SCZ iShares MSCI EAFE Small Cap Index 3,596.0 $282K 0.03% NEW $78.41 +7.4%
284 Vanguard NY Tax-Exempt Bond ETF 2,728.0 $279K 0.03% NEW $102.45
285 GLD Spdr Gold Trust Financial Services 646.0 $278K 0.03% NEW $430.29 -0.7%
286 MKC McCormick & Co Inc Consumer Defensive 5,442.0 $274K 0.03% -11K -67.0% $50.44 -7.8%
287 TIPX State Street SPDR Bloomberg 1-10 Yr TIPS ETF 13,950.0 $268K 0.02% NEW $19.19 -0.2%
288 SHEL Royal Dutch Shell PLC ADR Energy 2,835.0 $264K 0.02% NEW $93.00 -9.1%
289 VLO Valero Energy Energy 1,050.0 $259K 0.02% NEW $247.08 -0.9%
290 NFLX Netflix Com Inc Communication Services 2,679.0 $258K 0.02% -5K -66.5% $96.15 -9.6%
291 UBER Uber Technologies Inc Technology 3,550.0 $255K 0.02% NEW $71.93 +3.8%
292 ONTO Onto Innovation Inc Technology 1,206.0 $247K 0.02% NEW $205.07 +35.2%
293 FCX Freeport-McMoRan Copper & Gold Basic Materials 4,183.0 $246K 0.02% NEW $58.78 +12.5%
294 OKE Oneok Inc Energy 2,703.0 $244K 0.02% -921.0 -25.4% $90.39 +0.7%
295 USB US Bancorp Del New Financial Services 4,550.0 $237K 0.02% -6K -57.3% $52.01 +2.7%
296 BP BP Plc Sponsored Adr Energy 4,974.0 $234K 0.02% -3K -34.4% $47.00 -5.6%
297 CMC Commercial Metals Co Basic Materials 3,709.0 $228K 0.02% -2K -33.9% $61.43 +16.0%
298 NWE Northwestern Corp Utilities 3,423.0 $226K 0.02% -62.0 -1.8% $65.94 +8.7%
299 SIL Global X Sil Min ETF 2,500.0 $225K 0.02% NEW $90.08 +1.7%
300 STPZ Pimco ETF TR 1-5 YR US TIPS INDEX FD 4,150.0 $225K 0.02% NEW $54.11 -0.1%
Page 15 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%