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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 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AFL Aflac, Inc. Financial Services 26,494.0 $2.9M 0.26% -5K -14.6% $109.71 +8.2%
82 BA Boeing Co Industrials 14,598.0 $2.9M 0.26% +1K +10.7% $199.03 +10.8%
83 LOW Lowes Companies Inc Consumer Cyclical 12,254.0 $2.9M 0.26% -10K -44.1% $236.28 -7.6%
84 Berkshire Hathaway Inc Cl B 6,004.0 $2.9M 0.26% -3K -31.3% $479.20
85 PFF iShares Preferred & Income Secs ETF 93,608.0 $2.8M 0.25% NEW $30.32 +2.8%
86 Innovator Eqty Def Prot 1 Yr to March 2027 100,596.0 $2.8M 0.25% NEW $27.59
87 SCHW Schwab Charles Corp Financial Services 29,486.0 $2.8M 0.25% +27K +1116.4% $93.98 -3.3%
88 AVGO Broadcom Inc Technology 8,880.0 $2.7M 0.25% +8K +724.5% $309.51 +35.9%
89 NOV NOV Inc Energy 145,540.0 $2.7M 0.24% NEW $18.81 +8.3%
90 VOO Vanguard Index Funds S & P 500 ETF 4,503.0 $2.7M 0.24% NEW $597.55 +13.6%
91 ETN Eaton Corp PLC Industrials 7,294.0 $2.6M 0.23% -4K -34.1% $357.67 +11.7%
92 ACN Accenture PLC Technology 13,143.0 $2.6M 0.23% -4K -23.0% $198.29 -10.5%
93 CI Cigna Group Healthcare 9,621.0 $2.6M 0.23% +408.0 +4.4% $266.75 +7.5%
94 CVS CVS Health Corp Healthcare 35,615.0 $2.6M 0.23% -25K -41.2% $71.82 +33.5%
95 VZ Verizon Communications Communication Services 50,879.0 $2.6M 0.23% -82K -61.8% $50.20 -7.6%
96 GLW Corning Inc. Technology 18,761.0 $2.6M 0.23% -4K -18.9% $135.97 +41.1%
97 DVY iShares Select Dividend ETF 16,155.0 $2.4M 0.22% NEW $151.41 +0.7%
98 TRV Travelers Cos Inc. Financial Services 8,196.0 $2.4M 0.21% -5K -37.6% $291.68 +2.8%
99 DIS Disney Walt Co Communication Services 24,627.0 $2.4M 0.21% -11K -30.9% $96.38 +6.6%
100 SYK Stryker Corp. Healthcare 7,213.0 $2.4M 0.21% -721.0 -9.1% $328.59 -6.6%
Page 5 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%