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Home > Institutional Investor > Canandaigua National Corp > Profile

Instuitional Investor - Canandaigua National Corp

Fund Profile
Filing Period:
Fund Name: Canandaigua National Corp
Portfolio Value $588,849
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 103,057 $24,715 4.19%
2.
Exxon Mobil Corp
 XOM 212,311 $23,418 3.97%
3.
Apple Inc.
 AAPL 151,445 $19,677 3.34%
4.
Johnson & Johnson
 JNJ 103,904 $18,355 3.11%
5.
Jpmorgan Chase & Co
 JPM 111,860 $15,000 2.54%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)