DOSSIER · 13F-HR · Q1 2026

CANANDAIGUA NATIONAL CORP

$1.1B in tracked AUM across 310 positions as of Q1 2026.

CN
CIK 0000759458 · last filed Mar 31, 2026
Total AUM
$1.1B
as of Q1 2026
Holdings
310
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

CANANDAIGUA NATIONAL CORP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IUSV
iShares Core S&P US Value ETF
$83M811K7.4%
02
SPYG
State Street SPDR S&P 500 Growth ETF
$58M593K5.2%
03
FNDF
Schwab Fundamental Intl Equity ETF
$53M1.1M4.7%
04
SPY
State Street SPDR S&P 500 ETF Trust
$41M64K3.7%
05
MDYV
State Street SPDR S&P 400 Mid Cap Value ETF
$36M421K3.2%
06
XOM
Exxon-Mobil Corp
$35M205K3.1%
07
AAPL
Apple Inc
$29M115K2.6%
08
MSFT
Microsoft Corporation
$28M77K2.5%
09
JPM
JP Morgan Chase & Co
$24M82K2.2%
10
JNJ
Johnson & Johnson
$21M86K1.9%

Filing history

2026Q1Mar 31
$1.1B 189620.5%
310 positionsView →
2022Q4Dec 31
$589K 4.6%
252 positionsLocked
2022Q3Sep 30
$563K 0.3%
247 positionsLocked
2022Q2Jun 30
$565K 14.1%
246 positionsLocked
2022Q1Mar 31
$657K 3.0%
271 positionsLocked
2021Q4Dec 31
$678K 10.3%
288 positionsLocked
2021Q3Sep 30
$614K 0.4%
269 positionsLocked
2021Q2Jun 30
$616K 4.2%
269 positionsLocked
2021Q1Mar 31
$592K 3.9%
269 positionsLocked
2020Q4Dec 31
$569K 0.7%
258 positionsLocked
2020Q3Sep 30
$566K 3.9%
263 positionsLocked
2020Q2Jun 30
$544K 100.0%
269 positionsLocked
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