CANANDAIGUA NATIONAL CORP
CIK 759458 · Holdings on Mar 31, 2026 · First reported Apr 8, 2026
Top ten holdings
Q1 2026- IUSV7.42%
- SPYG5.20%
- FNDF4.70%
- SPY3.71%
- MDYV3.21%
- EXMOC3.11%
- AAPL2.60%
- MSFT2.55%
- JPM2.17%
- JNJ1.89%
Share classes counted separately36.56%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IUSVISHARES CORE S&P U.S. VALUECom View history and evidence | $82.89M | 7.42% | 810.70K shares | — | ▾ | |
| 02 | SPYGSS SPDR P S&P 500 GROWTH ETFCom View history and evidence | $58.07M | 5.20% | 593.09K shares | — | ▾ | |
| 03 | FNDFSCHWAB FNDMN INTL LRG CO ETFCom View history and evidence | $52.53M | 4.70% | 1.07M shares | — | ▾ | |
| 04 | SPYSS SPDR S&P 500 ETF TRUST-USCom View history and evidence | $41.50M | 3.71% | 63.81K shares | — | ▾ | |
| 05 | MDYVSS SPDR S&P 400 MC VAL ETFCom View history and evidence | $35.85M | 3.21% | 421.05K shares | — | ▾ | |
| 06 | EXMOCEXXON MOBIL CORPCom View history and evidence | $34.79M | 3.11% | 205.06K shares | — | ▾ | |
| 07 | AAPLAPPLE INCCom View history and evidence | $29.07M | 2.60% | 114.55K shares | — | ▾ | |
| 08 | MSFTMICROSOFT CORPCom View history and evidence | $28.48M | 2.55% | 76.94K shares | — | ▾ | |
| 09 | JPMJPMORGAN CHASE & COCom View history and evidence | $24.23M | 2.17% | 82.36K shares | — | ▾ | |
| 10 | JNJJOHNSON & JOHNSONCom View history and evidence | $21.13M | 1.89% | 86.45K shares | — | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 759458 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-04-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1117167312
}Research all 310 reported holdings.
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