CANANDAIGUA NATIONAL CORP
CIK 0000759458 · CANANDAIGUA, NY · Quarter end: 2026-03-31 · Filed on: 2026-04-08 · Open the SEC source ↗
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
Top Holdings
IUSV
iShares Core S&P US Value ETF
7.4%
SPYG
State Street SPDR S&P 500 Growth ETF
5.2%
FNDF
Schwab Fundamental Intl Equity ETF
4.7%
SPY
State Street SPDR S&P 500 ETF Trust
3.7%
MDYV
State Street SPDR S&P 400 Mid Cap Value ETF
3.2%
EXMOC
Exxon-Mobil Corp
3.1%
AAPL
Apple Inc
2.6%
MSFT
Microsoft Corporation
2.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.