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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 $1,015,947,430
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 720,703 $66,729,891 6.56%
2.
Spdr Series Trust
 512,400 $45,039,960 4.43%
3.
Spdr S & P 500 Etf Trust
 SPY 67,888 $39,787,799 3.91%
4.
Microsoft Corp
 MSFT 84,671 $35,688,827 3.51%
5.
Apple Inc.
 AAPL 135,307 $33,883,579 3.33%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)