CANANDAIGUA NATIONAL CORP

CIK 0000759458 · CANANDAIGUA, NY · Quarter end: 2026-03-31 · Filed on: 2026-04-08 · Open the SEC source

CANANDAIGUA NATIONAL CORP reported 310 positions worth $1.12B as of March 31, 2026 (13F filed April 8, 2026). Largest holding: IUSV (7.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.12B
2026 Q1
Positions
310
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
36.6%
Est. Net Flow (Q)
2026 Q1
10 / 310 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IUSViShares Core S&P US Value ETFSH$82.9M7.42%810,696
2SPYGState Street SPDR S&P 500 Growth ETFSH$58.1M5.20%593,091
3FNDFSchwab Fundamental Intl Equity ETFSH$52.5M4.70%1,073,617
4SPYState Street SPDR S&P 500 ETF TrustSH$41.5M3.71%63,806
5MDYVState Street SPDR S&P 400 Mid Cap Value ETFSH$35.9M3.21%421,045
6EXMOCExxon-Mobil CorpSH$34.8M3.11%205,059
7AAPLApple IncSH$29.1M2.60%114,551
8MSFTMicrosoft CorporationSH$28.5M2.55%76,939
9JPMJP Morgan Chase & CoSH$24.2M2.17%82,359
10JNJJohnson & JohnsonSH$21.1M1.89%86,448

The free plan shows the top 10 positions. The remaining 300 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does CANANDAIGUA NATIONAL CORP hold as of Q1 2026?

CANANDAIGUA NATIONAL CORP reported 310 positions worth $1.12B in its Q1 2026 13F filing. Largest positions: IUSV (7.4%), SPYG (5.2%), FNDF (4.7%), SPY (3.7%) and MDYV (3.2%).

What did CANANDAIGUA NATIONAL CORP buy in Q1 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did CANANDAIGUA NATIONAL CORP sell in Q1 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.