Canandaigua National Trust Co of Florida

DOSSIER · 13F-HR · Q1 2026

Canandaigua National Trust Co of Florida

$125M in tracked AUM across 108 positions as of Q1 2026.

CN

CIK 0001471384 · last filed Mar 31, 2026

Total AUM

$125M

as of Q1 2026

Holdings

108

—

positions

Whale Score

49

49

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Canandaigua National Trust Co of Florida 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

LLY

Lilly Eli & Co

$16M17K12.6%02

SPY

State Street SPDR S&P 500 ETF Trust

$9M13K7.0%03

IUSV

iShares Core S&P US Value ETF

$8M74K6.1%04

FNDF

Schwab Fundamental Intl Equity ETF

$7M134K5.3%05

SPYG

State Street SPDR S&P 500 Growth ETF

$6M61K4.8%06

MDYV

State Street SPDR S&P 400 Mid Cap Value ETF

$4M47K3.2%07

SLYV

State Street SPDR S&P 600 Small Cap Value ETF