account_balance
Investment manager · 13F filer · SEC CIK 759458
Canandaigua National Corp
Reported value$1.12Bas of Mar 31, 2026
Positions310
Top 10 weight36.6%IUSV alone is 7%
FiledApr 88 days after quarter end
Portfolio · as of Mar 31, 2026
Where the money is
IUSViShares Core S&P US Value ETF
7.4%
SPYGState Street SPDR S&P 500 Growth ETF
5.2%
FNDFSchwab Fundamental Intl Equity ETF
4.7%
SPYSPDR S&P 500 ETF Trust
3.7%
MDYVState Street SPDR S&P 400 Mid Cap Value ETF
3.2%
XOMExxonMobil Holdings Corp
3.1%
AAPLApple Inc.
2.6%
MSFTMicrosoft Corp
2.5%
JPMJPMorgan Chase & Co
2.2%
JNJJohnson & Johnson
1.9%
SLYVState Street SPDR S&P 600 Small Cap Value ETF
1.8%
RTXRTX Corp
1.5%
IUSViShares Core S&P US Value ETF
7.4%
SPYGState Street SPDR S&P 500 Growth ETF
5.2%
FNDFSchwab Fundamental Intl Equity ETF
4.7%
SPYSPDR S&P 500 ETF Trust
3.7%
MDYVState Street SPDR S&P 400 Mid Cap Value ETF
3.2%
XOMExxonMobil Holdings Corp
3.1%
AAPLApple Inc.
2.6%
MSFTMicrosoft Corp
2.5%
JPM2.2%JNJ1.9%SLYV1.8%
RTX1.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IUSV iShares Core S&P US Value ETF 7.4%
SPYG State Street SPDR S&P 500 Growth ETF 5.2%
FNDF Schwab Fundamental Intl Equity ETF 4.7%
SPY SPDR S&P 500 ETF Trust 3.7% MDYV State Street SPDR S&P 400 Mid Cap Value ETF 3.2%
XOM ExxonMobil Holdings Corp 3.1% AAPL Apple Inc. 2.6% MSFT Microsoft Corp 2.5% JPM JPMorgan Chase & Co 2.2% JNJ Johnson & Johnson 1.9% SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.8%
RTX RTX Corp 1.5% Free weekly email
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