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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 $1,003,577,291
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 800,667 $73,893,557 7.36%
2.
Spdr Series Trust
 557,906 $44,838,905 4.47%
3.
Spdr S & P 500 Etf Trust
 SPY 68,510 $38,323,809 3.82%
4.
Schwab Strategic Trust
 FNDF 958,730 $34,648,502 3.45%
5.
Microsoft Corp
 MSFT 83,379 $31,299,643 3.12%
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)