Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Canandaigua National Bank & Trust Co > Profile

Instuitional Investor - Canandaigua National Bank & Trust Co

Fund Profile
Filing Period:
Fund Name: Canandaigua National Bank & Trust Co
Portfolio Value $646,887,404
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 96,681 $36,355,923 5.62%
2.
Fpa New Income
 3,521,705 $34,371,841 5.31%
3.
Apple Inc.
 AAPL 140,887 $27,124,974 4.19%
4.
Exxon Mobil Corp
 XOM 199,841 $19,980,103 3.08%
5.
Jpmorgan Chase & Co
 JPM 106,985 $18,198,149 2.81%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)