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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 8 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ADSK Autodesk, Inc. Technology 6,326.0 $1.5M 0.14% -6K -49.1% $239.40 +2.0%
142 AON AON Plc Financial Services 4,659.0 $1.5M 0.14% -415.0 -8.2% $322.78 +0.3%
143 BNDX Vanguard Total Int'l Bond ETF 31,215.0 $1.5M 0.13% NEW $48.05 -1.0%
144 BMY Bristol-Myers Squibb Co. Healthcare 24,182.0 $1.5M 0.13% -41K -63.0% $60.65 -3.9%
145 Innovator Eqty Def Prot 1 Yr to Feb 2027 ETF 56,842.0 $1.4M 0.13% NEW $25.39
146 ADP Automatic Data Processing Inc Industrials 7,102.0 $1.4M 0.13% -3K -29.4% $203.18 +8.5%
147 CB Chubb Limited Financial Services 4,408.0 $1.4M 0.13% -5K -50.7% $325.93 +1.3%
148 Berkshire Hathaway Inc Del Cl A 2.0 $1.4M 0.13% -1.0 -33.3% $718140.00
149 MDLZ Mondelez Intl Inc Consumer Defensive 24,148.0 $1.4M 0.12% +2K +6.9% $57.64 +6.9%
150 ENB Enbridge Inc Energy 25,562.0 $1.4M 0.12% +11K +71.3% $54.14 +4.1%
151 VIGI Vanguard Intl Dividend Appreciation ETF 15,610.0 $1.4M 0.12% NEW $88.46 +5.2%
152 VUG Vanguard Growth ETF 3,148.0 $1.4M 0.12% NEW $436.79 -80.2%
153 D Dominion Energy Inc Utilities 21,828.0 $1.3M 0.12% -5K -17.2% $61.82 +9.3%
154 PGR Progessive Corp OH Com Financial Services 6,714.0 $1.3M 0.12% -5K -41.0% $198.24 +2.9%
155 VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF 9,014.0 $1.3M 0.12% NEW $145.79 +6.8%
156 C Citigroup Inc Com New Financial Services 11,556.0 $1.3M 0.12% +2K +23.8% $113.41 +5.8%
157 ESGE iShares MSCI Emerging Mkts ESG Optimized ETF 28,249.0 $1.3M 0.12% NEW $45.47 +13.0%
158 ADI Analog Devices Inc. Technology 4,026.0 $1.3M 0.12% +3K +164.2% $318.14 +30.2%
159 APD Air Products & Chemicals Inc Basic Materials 4,408.0 $1.3M 0.12% +192.0 +4.5% $290.49 +0.4%
160 CLX Clorox Co Consumer Defensive 12,342.0 $1.3M 0.11% +3K +36.2% $103.63 -10.7%
Page 8 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%