Fund Holdings

Canandaigua National Trust Co of Florida

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Servicenow Inc(NOW)07,171+7,1710749,7280.60%+749,728
Mondelez Intl Inc(MDLZ)09,609+9,6090553,8630.44%+553,863
Otis Worldwide Corp(OTIS)06,744+6,7440519,8280.42%+519,828
Eastman Chemical Co.(EMN)06,494+6,4940495,6220.40%+495,622
KKR & Co Inc(KKR)05,240+5,2400484,7000.39%+484,700
AvalonBay Communities02,900+2,9000473,7150.38%+473,715
Autodesk, Inc.6902,771+2,081204,247663,3770.53%+459,130
Abbott Laboratories3,0227,502+4,480378,626770,2300.62%+391,604
Canadian Natl Ry Co(CNI)3,9846,682+2,698393,818686,7090.55%+292,891
State Street SPDR S&P 600 Small Cap Value ETF
ST STR SP600SM C
32,07833,548+1,4702,918,1363,172,9702.55%+254,834
iShares Select Dividend ETF01,617+1,6170244,8300.20%+244,830
APA Corporation(APA)05,646+5,6460239,6160.19%+239,616
Caterpillar Inc(CAT)0308+3080218,2060.18%+218,206
iShares MCSI EAFE Value Index Fund02,725+2,7250202,6040.16%+202,604
Cigna Group(CI)1,1371,930+793312,937514,8280.41%+201,891
American Water Works Company5,5656,289+724726,233855,8700.69%+129,637
Paypal Hldgs Inc(PYPL)8,93114,004+5,073521,392633,4010.51%+112,009
T-Mobile US(TMUS)2,0102,385+375408,110500,9220.40%+92,812
SLB Limited(SLB)23,27818,625-4,653893,410957,1390.77%+63,729
Vanguard Small Cap ETF6,5776,710+1331,696,5371,757,4831.41%+60,946
State Street SPDR S&P 400 Mid Cap Value ETF
ST STR SP400VAL
46,83447,250+4163,964,4984,023,3383.23%+58,840
L3Harris Technologies Inc(LHX)9069060265,974312,7060.25%+46,732
RTX Corp(RTX)4,4384,4380813,929856,0900.69%+42,161
Digital Rlty Tr Inc(DLR)1,5111,5110233,767272,2970.22%+38,530
WisdomTree Emerging Markets ETF(WT)38,19536,669-1,5261,784,0881,822,0831.46%+37,995
NextEra Energy Inc(NEE)5,6565,295-361454,064491,8000.39%+37,736
iShares Russell Midcap Growth Index Fund6,9557,707+752952,418987,4210.79%+35,003
Johnson & Johnson(JNJ)2,3072,072-235477,434506,4800.41%+29,046
Walmart Inc(WMT)4,0133,813-200447,088473,8800.38%+26,792
American Tower Com REIT(AMT)4,1944,414+220736,341761,7680.61%+25,427
Baker Hughes Company(BKR)21,15616,131-5,025963,444984,7980.79%+21,354
Spdr Gold Trust(GLD)613598-15242,938257,3130.21%+14,375
Amgen Inc.(AMGN)1,2851,235-50420,593434,5350.35%+13,942
iShares TR Core S&P Mid-Cap ETF9,0459,0450596,970610,8090.49%+13,839
Snap-On Inc.(SNA)7267260250,180263,6980.21%+13,518
Vanguard FTSE Developed Markets ETF4,7224,7220294,983302,5860.24%+7,603
iShares Tr Natl Mun Bd ETF4,4694,569+100478,675484,9990.39%+6,324
Abbvie Inc(ABBV)1,3631,458+95311,432317,1000.25%+5,668
iShares Russell MidCap Index Fund5,0265,0260483,853488,6780.39%+4,825
iShares Core MSCI EAFE ETF
CORE MSCI EAFE
4,2304,2300378,416382,9420.31%+4,526
iShares Tr Russell 2000 Index2,4262,4260597,184601,6480.48%+4,464
General Dynamics Corp(GD)617613-4207,719210,3940.17%+2,675
Travelers Cos Inc.(TRV)1,6461,643-3477,439479,2300.38%+1,791
Exxon-Mobil Corp6,4604,586-1,874777,396778,0610.62%+665
iShares 20 Year Treasury Bond ETF2,6002,6000226,616225,3940.18%-1,222
Hewlett Packard Enterprise Co(HPE)9,8359,8350236,237234,1710.19%-2,066
Intercontinental Exchange Inc(ICE)1,5661,5660253,629246,3000.20%-7,329
Vanguard Mid-Cap Etf1,8651,822-43541,260523,2420.42%-18,018
Norfolk Southern Corp(NSC)1,3351,273-62385,441365,3510.29%-20,090
Pfizer Inc.(PFE)38,89133,667-5,224968,386945,3690.76%-23,017
Lockheed Martin Corp Com(LMT)2,2661,763-5031,095,9961,065,5400.86%-30,456
Vanguard REIT ETF5,3374,977-360472,271441,4600.35%-30,811
Goldman Sachs Group Inc.(GS)674662-12592,446560,0450.45%-32,401
Lennar Corporation(LEN)5,7906,480+690595,212562,7230.45%-32,489
iShares Core S P 500 ETF783768-15536,308501,6650.40%-34,643
Vanguard MSCI Europe ETF9,3239,028-295779,496744,1780.60%-35,318
Unitedhealth Group Inc(UNH)7587580250,223205,1070.16%-45,116
McDonalds Corp(MCD)1,9911,812-179608,509563,1510.45%-45,358
Chevron Corporation(CVX)4,6833,224-1,459713,736667,0460.54%-46,690
Constellation Brands Inc Cl A(STZ)3,0912,528-563426,434379,2000.30%-47,234
Ishares Tr/0-5 Yr Tips Bd ETF
0-5 YR TIPS ETF
7,7747,172-602795,980741,8000.60%-54,180
BlackRock Inc.(BLK)389376-13416,362361,6030.29%-54,759
Home Depot Inc(HD)2,1782,109-69749,450693,6290.56%-55,821
Vanguard FTSE Emerging Mkt MFC18,79917,628-1,1711,010,634952,7930.77%-57,841
iShares Core S&P US Value ETF74,13173,765-3667,601,3937,542,4716.06%-58,922
Mastercard Inc Cl A(MA)649623-26370,501311,2880.25%-59,213
Schwab Fundamental Intl Equity ETF146,417133,987-12,4306,619,5136,555,9845.26%-63,529
Procter & Gamble Co(PG)4,3163,766-550618,526543,9610.44%-74,565
Oracle Corporation(ORCL)1,6021,6020312,246235,6700.19%-76,576
Cisco Systems(CSCO)8,0977,050-1,047623,712547,0100.44%-76,702
Thermo Fisher Scientific, Inc.(TMO)765730-35443,279358,8170.29%-84,462
Salesforce.Com(CRM)3,2294,122+893855,394769,4540.62%-85,940
Broadcom Inc(AVGO)939764-175324,988236,4660.19%-88,522
Coca Cola Co(KO)7,6755,874-1,801536,559446,7180.36%-89,841
iShares MSCI Emerging Markets12,2699,886-2,383671,237561,4260.45%-109,811
Schwab Charles Corp(SCHW)9,7699,166-603976,021861,4210.69%-114,600
iShares Preferred & Income Secs ETF26,38922,859-3,530817,003693,0850.56%-123,918
Vanguard Index Funds S & P 500 ETF639458-181400,736273,6780.22%-127,058
Boeing Co(BA)3,8683,561-307839,820708,7460.57%-131,074
Meta Platforms Inc(META)883788-95582,859450,8380.36%-132,021
Invesco QQQ Tr Series 11,218981-237748,230566,2140.45%-182,016
Bank Amer Corp20,10318,684-1,4191,105,665910,8450.73%-194,820
NOV Inc(NOV)100,54673,035-27,5111,571,5341,373,7881.10%-197,746
Advanced Micro Devices(AMD)9490-949203,2380-203,238
TJX Companies Inc(TJX)5,8434,299-1,544897,543686,5500.55%-210,993
iShares Russell 2000 Value1,1950-1,195216,5460-216,546
Copart Inc(CPRT)5,6970-5,697223,0380-223,038
Brookfield Corp(BN)4,9610-4,961227,6600-227,660
Morgan Stanley Dean Witter & Co.(MS)1,3010-1,301230,9670-230,967
Liberty Media Corp Liberty Formula One Ser C(FWONA)2,3490-2,349231,4000-231,400
Palo Alto Network(PANW)1,3070-1,307240,7490-240,749
Vanguard Intermediate Term ETF
INTER TERM TREAS
4,0700-4,070243,9150-243,915
HCA Healthcare Inc(HCA)1,8791,336-543877,230632,2490.51%-244,981
Procore Technologies Inc(PCOR)3,3710-3,371245,2070-245,207
Sirius XM Holdings Inc.(SIRI)12,9670-12,967259,2750-259,275
iShares Tr MSCI USA Momentum Factor
MSCI USA MMENTM
1,0590-1,059265,0780-265,078
Schwab Fundamental US Large ETF24,54013,920-10,620667,733387,6720.31%-280,061
Intl Business Machines Corp(IBM)9620-962284,9540-284,954
Truist Finl Corp(TFC)20,11115,257-4,854989,662701,3640.56%-288,298
Paychex Inc.(PAYX)2,7160-2,716304,6810-304,681
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