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Portfolio (Quarterly) Guide ↗

Canandaigua National Trust Co of Florida

· CIK 0001471384
13F Portfolio $160M AUM 129 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 129 New
Page 4 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IEF iShares Lehman 7-10 Year Treasury Bond 6,632.0 $638K 0.40% NEW $96.16 -2.5%
62 MKL Markel Corp Financial Services 293.0 $630K 0.39% NEW $2149.65 -13.8%
63 CSCO Cisco Systems Technology 8,097.0 $624K 0.39% NEW $77.03 +53.4%
64 PG Procter & Gamble Co Consumer Defensive 4,316.0 $619K 0.39% NEW $143.31 -0.6%
65 MCD McDonalds Corp Consumer Cyclical 1,991.0 $609K 0.38% NEW $305.63 -7.0%
66 ITOT iShares Core S&P Total US Stock Mkt ETF 4,028.0 $599K 0.38% NEW $148.69 +9.1%
67 IWM iShares Tr Russell 2000 Index 2,426.0 $597K 0.37% NEW $246.16 +14.8%
68 IJH iShares TR Core S&P Mid-Cap ETF 9,045.0 $597K 0.37% NEW $66.00 +10.5%
69 LEN Lennar Corporation Consumer Cyclical 5,790.0 $595K 0.37% NEW $102.80 -13.6%
70 GS Goldman Sachs Group Inc. Financial Services 674.0 $592K 0.37% NEW $879.00 +12.4%
71 META Meta Platforms Inc Communication Services 883.0 $583K 0.36% NEW $660.09 -8.0%
72 DMBS Doubleline ETF Trust - Mortgage ETF 11,725.0 $582K 0.36% NEW $49.66 -2.0%
73 VO Vanguard Mid-Cap Etf 1,865.0 $541K 0.34% NEW $290.22 -73.3%
74 KO Coca Cola Co Consumer Defensive 7,675.0 $537K 0.34% NEW $69.91 +16.1%
75 IVV iShares Core S P 500 ETF 783.0 $536K 0.34% NEW $684.94 +8.9%
76 PYPL Paypal Hldgs Inc Financial Services 8,931.0 $521K 0.33% NEW $58.38 -24.0%
77 IWR iShares Russell MidCap Index Fund 5,026.0 $484K 0.30% NEW $96.27 +9.1%
78 MUB iShares Tr Natl Mun Bd ETF 4,469.0 $479K 0.30% NEW $107.11 -1.0%
79 TRV Travelers Cos Inc. Financial Services 1,646.0 $477K 0.30% NEW $290.06 +5.8%
80 JNJ Johnson & Johnson Healthcare 2,307.0 $477K 0.30% NEW $206.95 +12.0%
Page 4 of 7  ·  129 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
Healthcare 26.8%
Financial Services 22.7%
Technology 16.4%
Communication Services 9.1%
Consumer Cyclical 6.8%
Industrials 6.4%
Energy 5.0%
Consumer Defensive 3.5%
Real Estate 2.1%
Utilities 1.2%