What does CANANDAIGUA NATIONAL CORP hold?

CANANDAIGUA NATIONAL CORP's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/759458.

What is CANANDAIGUA NATIONAL CORP's AUM?

CANANDAIGUA NATIONAL CORP reported approximately $1.1B in 13F-reportable AUM as of 2026-03-31. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities).

Where does 13F Pro source CANANDAIGUA NATIONAL CORP's holdings?

All CANANDAIGUA NATIONAL CORP holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 759458. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is CANANDAIGUA NATIONAL CORP's 13F data updated on 13F Pro?

CANANDAIGUA NATIONAL CORP's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

CANANDAIGUA NATIONAL CORP

Institutional InvestorSimilar funds →SEC EDGAR: CIK 759458

Institutional-grade research for retail investors

Sector Allocation

Other43.1%$482.0M
Technology14.0%$155.9M
Financials10.0%$112.0M
Industrials7.7%$85.9M
Healthcare7.3%$81.2M
Energy5.3%$58.6M
Consumer Staples4.4%$49.2M
Consumer Discretionary3.7%$41.8M
Utilities1.7%$18.5M
Materials1.4%$15.3M

AUM History

13fpro.ai/research/fund/canandaigua-national-corp-759458

Largest positions — Q1 2026

iShares
$82.9M
State
$58.1M
Schwab
$52.5M
SPY
$41.5M
State
$35.9M
XOM.R34088
$34.8M
AAPL
$29.1M
MSFT
$28.5M
JPM
$24.2M
JNJ
$21.1M
State
$20.4M
RTX
$17.0M
iShares
$16.4M
GOOG
$13.1M
WT
$12.9M
iShares
$12.5M
Vanguard
$12.2M
PG
$11.2M
CAT
$10.8M
iShares
$10.6M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/canandaigua-national-corp-759458

CANANDAIGUA NATIONAL CORP 13F holdings — Q1 2026

$1.1B portfolio (+159.2% QoQ) · 310 holdings · Q1 2026 13F · top 10 are 37% of the stock portfolio

1
iShares Core S&P US Value ETF
$82.9M
7.4% of stocks
NewThis quarter—Since filedNew this quarterHeld
AIQuality—Est. buy—
2
State Street SPDR S&P 500 Growth ETF
$58.1M
5.2% of stocks
NewThis quarter—Since filedNew this quarterHeld
AIQuality—Est. buy—
3
Schwab Fundamental Intl Equity ETF
$52.5M
4.7% of stocks
NewThis quarter—Since filedNew this quarterHeld
AIQuality—Est. buy—
4
SPDR S&P 500 ETF TRUST
$SPY
$41.5M
3.7% of stocks
NewThis quarter+13.2%Since filedNew this quarterHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
5
State Street SPDR S&P 400 Mid Cap Value ETF
$35.9M
3.2% of stocks
NewThis quarter—Since filedNew this quarterHeld
AIQuality—Est. buy—
6
EXXON MOBIL CORP
$XOM.R34088
$34.8M
3.1% of stocks
NewThis quarter—Since filedNew this quarterHeld
AIQuality57.8#1,062Est. buyEstimated buy price is Pro: unlock with a free trial
7
Apple Inc.
$AAPL
$29.1M
2.6% of stocks
-24%This quarter+32.8%Since filed1+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial
8
MICROSOFT CORP
$MSFT
$28.5M
2.5% of stocks
-25%This quarter+42.3%Since filed1+ qtrsHeld
AIQuality79.8#30Est. buyEstimated buy price is Pro: unlock with a free trial
9
JPMORGAN CHASE & CO
$JPM
$24.2M
2.2% of stocks
NewThis quarter+8.5%Since filedNew this quarterHeld
AIQuality71.9#171Est. buyEstimated buy price is Pro: unlock with a free trial
10
JOHNSON & JOHNSON
$JNJ
$21.1M
1.9% of stocks
-17%This quarter+10.4%Since filed1+ qtrsHeld
AIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trial

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	iShares Core S&P US Value ETF	$82.9M	7.4%	New	—	New this quarter	—	—
2	State Street SPDR S&P 500 Growth ETF	$58.1M	5.2%	New	—	New this quarter	—	—
3	Schwab Fundamental Intl Equity ETF	$52.5M	4.7%	New	—	New this quarter	—	—
4	SPDR S&P 500 ETF TRUST$SPY	$41.5M	3.7%	New	+13.2%	New this quarter	—	Estimated buy price is Pro: unlock with a free trial
5	State Street SPDR S&P 400 Mid Cap Value ETF	$35.9M	3.2%	New	—	New this quarter	—	—
6	EXXON MOBIL CORP$XOM.R34088	$34.8M	3.1%	New	—	New this quarter	57.8#1,062	Estimated buy price is Pro: unlock with a free trial
7	Apple Inc.$AAPL	$29.1M	2.6%	-24%	+32.8%	1+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial
8	MICROSOFT CORP$MSFT	$28.5M	2.5%	-25%	+42.3%	1+ qtrs	79.8#30	Estimated buy price is Pro: unlock with a free trial
9	JPMORGAN CHASE & CO$JPM	$24.2M	2.2%	New	+8.5%	New this quarter	71.9#171	Estimated buy price is Pro: unlock with a free trial
10	JOHNSON & JOHNSON$JNJ	$21.1M	1.9%	-17%	+10.4%	1+ qtrs	AI quality score is Pro: unlock with a free trial	Estimated buy price is Pro: unlock with a free trial

All holdings — CANANDAIGUA NATIONAL CORP (Q1 2026)

Sort

310 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	State Street SPDR S&P 600 Small Cap Value ETFetf/fund	—	$20.4M	1.8%	216K	New	—	—	13F
12	$RTX	RTX Corp	Industrials	$17.0M	1.5%	88K	New	1+ qtrs	AI quality score is Pro: unlock with a free trial	13F
13	—	iShares MSCI EAFE Index Fundetf/fund	—	$16.4M	1.5%	169K	New	—	—	13F
14	$GOOG	Alphabet Inc.	Technology	$13.1M	1.2%	46K	New	1+ qtrs	AI quality score is Pro: unlock with a free trial	13F
15	$WT	WisdomTree, Inc.etf/fund	Financials	$12.9M	1.1%	259K	New	1+ qtrs	AI quality score is Pro: unlock with a free trial	13F
16	—	iShares Russell Midcap Growth Index Fundetf/fund	—	$12.5M	1.1%	98K	New	—	—	13F
17	—	Vanguard Small Cap ETFetf/fund	—	$12.2M	1.1%	47K	New	—	—	13F
18	$PG	PROCTER & GAMBLE Co	Consumer Staples	$11.2M	1.0%	78K	-17%	1+ qtrs	AI quality score is Pro: unlock with a free trial	13F
19	$CAT	CATERPILLAR INC	Industrials	$10.8M	1.0%	15K	-8%	1+ qtrs	AI quality score is Pro: unlock with a free trial	13F
20	—	iShares Russell 1000 Value Index Fundetf/fund	—	$10.6M	0.9%	50K	New	—	—	13F
21	$NVDA	NVIDIA CORP	Technology	$10.6M	0.9%	61K	+521%	1+ qtrs	AI quality score is Pro: unlock with a free trial	13F
22	$MRK	Merck & Co., Inc.	Healthcare	$10.5M	0.9%	87K	New	1+ qtrs	AI quality score is Pro: unlock with a free trial	13F
23	$MCD	MCDONALDS CORP	Consumer Discretionary	$10.4M	0.9%	33K	-7%	1+ qtrs	AI quality score is Pro: unlock with a free trial	13F
24	$ORCL	ORACLE CORP	Technology	$10.2M	0.9%	70K	-8%	1+ qtrs	AI quality score is Pro: unlock with a free trial	13F
25	$AMZN	AMAZON COM INC	Consumer Discretionary	$10.1M	0.9%	49K	-37%	1+ qtrs	AI quality score is Pro: unlock with a free trial	13F
26	$CVX	CHEVRON CORP	Energy	$9.9M	0.9%	48K	-18%
27	—	Vanguard Mid-Cap Etf	—	$9.9M	0.9%	34K	New
28	—	iShares Core S P 500 ETF	—	$9.1M	0.8%	14K	New
29	$PEP	PEPSICO INC	Consumer Staples	$9.0M	0.8%	58K	-5%
30	$LLY	ELI LILLY & Co	Healthcare	$7.3M	0.7%	7,956	New
31	$NEE	NEXTERA ENERGY INC	Utilities	$7.3M	0.7%	79K	-9%
32	$LMT	LOCKHEED MARTIN CORP	Industrials	$7.2M	0.6%	12K	-20%
33	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$7.1M	0.6%	29K	New
34	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$7.0M	0.6%	12K	New
35	$MA	Mastercard Inc	Financials	$7.0M	0.6%	14K	-30%
36	$GS	GOLDMAN SACHS GROUP INC	Financials	$6.9M	0.6%	8,191	-14%
37	$KO	COCA COLA CO	Consumer Staples	$6.8M	0.6%	90K	-12%
38	$CSCO	CISCO SYSTEMS, INC.	Technology	$6.7M	0.6%	86K	-16%
39	—	iShares 20 Year Treasury Bond ETF	—	$6.6M	0.6%	76K	New
40	$ABBV	AbbVie Inc.	Healthcare	$6.1M	0.5%	28K	-4%
41	$STZ	CONSTELLATION BRANDS, INC.	Consumer Staples	$5.7M	0.5%	38K	-13%
42	$BAC	BANK OF AMERICA CORP /DE/	Financials	$5.6M	0.5%	115K	New
43	$NSC	NORFOLK SOUTHERN CORP	Industrials	$5.3M	0.5%	18K	-11%
44	$GOOGL	Alphabet Inc.	Technology	$5.3M	0.5%	18K	New
45	$WMT	Walmart Inc.	Consumer Staples	$5.1M	0.5%	41K	+167%
46	$TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	$5.1M	0.5%	32K	New
47	—	iShares Russell MidCap Index Fund	—	$5.1M	0.5%	52K	New
48	$ABT	ABBOTT LABORATORIES	Healthcare	$5.0M	0.5%	49K	-19%
49	—	iShares Core S&P Total US Stock Mkt ETF	—	$5.0M	0.5%	35K	New
50	$PAYX	PAYCHEX INC	Technology	$5.0M	0.4%	54K	-35%
51	$FISI	FINANCIAL INSTITUTIONS INC	Financials	$4.9M	0.4%	155K	-53%
52	$BLK	BlackRock, Inc.	Financials	$4.7M	0.4%	4,880	New
53	$PFE	PFIZER INC	Healthcare	$4.5M	0.4%	159K	-22%
54	$HD	HOME DEPOT, INC.	Consumer Discretionary	$4.4M	0.4%	13K	-26%
55	—	iShares Tr Russell 2000 Index	—	$4.3M	0.4%	17K	New
56	$DE	DEERE & CO	Industrials	$4.0M	0.4%	7,188	-13%
57	$TT	Trane Technologies plc	Technology	$4.0M	0.4%	9,674	-2%
58	—	Vanguard FTSE Emerging Mkt MFC	—	$3.9M	0.3%	73K	New
59	$AMGN	AMGEN INC	Healthcare	$3.8M	0.3%	11K	-21%
60	$GE	GENERAL ELECTRIC CO	Industrials	$3.8M	0.3%	13K	New
61	—	Innovator Eqty Def Prot 1yr to Aug 2026 ETF	—	$3.8M	0.3%	142K	New
62	$SO	SOUTHERN CO	Utilities	$3.7M	0.3%	39K	-21%
63	—	State Street SPDR S&P Dividend ETF	—	$3.7M	0.3%	25K	New
64	—	iShares Trust MSCI EAFE ESG ETF	—	$3.7M	0.3%	38K	New
65	$GD	GENERAL DYNAMICS CORP	Industrials	$3.6M	0.3%	11K	-22%
66	—	iShares TR Core S&P Mid-Cap ETF	—	$3.6M	0.3%	54K	New
67	$MS	MORGAN STANLEY	Financials	$3.6M	0.3%	22K	-60%
68	$TXN	TEXAS INSTRUMENTS INC	Technology	$3.5M	0.3%	18K	-50%
69	$DLR	DIGITAL REALTY TRUST, INC.	Real Estate	$3.5M	0.3%	19K	New
70	$META	Meta Platforms, Inc.	Technology	$3.4M	0.3%	5,952	-3%
71	$HON	HONEYWELL INTERNATIONAL INC	Industrials	$3.4M	0.3%	15K	New
72	—	Innovator Eqty Def Prot 1yr to July 2026 ETF	—	$3.4M	0.3%	115K	New
73	$COP	CONOCOPHILLIPS	Energy	$3.3M	0.3%	25K	-9%
74	$AXP	AMERICAN EXPRESS CO	Financials	$3.2M	0.3%	11K	-34%
75	—	iShares Russell 1000 Growth	—	$3.1M	0.3%	7,256	New
76	—	Vanguard REIT ETF	—	$3.0M	0.3%	34K	New
77	$CRM	Salesforce, Inc.	Technology	$3.0M	0.3%	16K	+1.0%
78	—	State Street SPDR Dow Jones Indl Avg ETF	—	$3.0M	0.3%	6,457	New
79	$CARR	CARRIER GLOBAL Corp	Industrials	$3.0M	0.3%	53K	-17%
80	$SLB	SLB LIMITED/NV	Energy	$2.9M	0.3%	57K	New
81	$AFL	AFLAC INC	Financials	$2.9M	0.3%	26K	-15%
82	$BA	BOEING CO	Industrials	$2.9M	0.3%	15K	+11%
83	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$2.9M	0.3%	12K	-44%
84	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$2.9M	0.3%	6,004	New
85	—	iShares Preferred & Income Secs ETF	—	$2.8M	0.3%	94K	New
86	—	Innovator Eqty Def Prot 1 Yr to March 2027	—	$2.8M	0.3%	101K	New
87	$SCHW	SCHWAB CHARLES CORP	Financials	$2.8M	0.3%	29K	+1116%
88	$AVGO	Broadcom Inc.	Technology	$2.7M	0.3%	8,880	+725%
89	$NOV	NOV Inc.	Energy	$2.7M	0.3%	146K	+2324%
90	—	Vanguard Index Funds S & P 500 ETF	—	$2.7M	0.2%	4,503	New
91	$ETN	Eaton Corp plc	Industrials	$2.6M	0.2%	7,294	-34%
92	$ACN	Accenture plc	Technology	$2.6M	0.2%	13K	-23%
93	$CI	Cigna Group	Healthcare	$2.6M	0.2%	9,621	+4%
94	$CVS	CVS HEALTH Corp	Healthcare	$2.6M	0.2%	36K	-41%
95	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$2.6M	0.2%	51K	-62%
96	$GLW	CORNING INC /NY	Materials	$2.6M	0.2%	19K	New
97	—	iShares Select Dividend ETF	—	$2.4M	0.2%	16K	New
98	$TRV	TRAVELERS COMPANIES, INC.	Financials	$2.4M	0.2%	8,196	New
99	$DIS	Walt Disney Co	Communication Services	$2.4M	0.2%	25K	New
100	$SYK	STRYKER CORP	Healthcare	$2.4M	0.2%	7,213	-9%
101	$DUK	Duke Energy CORP	Utilities	$2.3M	0.2%	18K	-22%
102	$ALL	ALLSTATE CORP	Financials	$2.3M	0.2%	11K	+46%
103	$SNA	Snap-on Inc	Industrials	$2.2M	0.2%	6,092	-48%
104	$TMO	THERMO FISHER SCIENTIFIC INC.	Healthcare	$2.2M	0.2%	4,415	-59%
105	$UNP	UNION PACIFIC CORP	Industrials	$2.2M	0.2%	8,927	-33%
106	—	Nuveen ESG Large Cap Value ETF	—	$2.2M	0.2%	48K	New
107	$GEV	GE Vernova Inc.	Industrials	$2.1M	0.2%	2,444	New
108	$OTIS	Otis Worldwide Corp	Industrials	$2.1M	0.2%	27K	-4%
109	—	iShares MSCI Emerging Markets	—	$2.1M	0.2%	37K	New
110	$CMI	CUMMINS INC	Industrials	$2.1M	0.2%	3,924	+327%
111	$V	VISA INC.	Financials	$2.1M	0.2%	6,946	-43%
112	$AMD	ADVANCED MICRO DEVICES INC	Technology	$2.1M	0.2%	10K	New
113	—	Innovator Eqty Def Prot 1yr to Sep 2026 ETF	—	$2.0M	0.2%	71K	New
114	—	iShares ESG 1-5 Yr USD Corp Bond ETF	—	$2.0M	0.2%	79K	New
115	$UPS	UNITED PARCEL SERVICE INC	Industrials	$2.0M	0.2%	20K	+25%
116	$HCA	HCA Healthcare, Inc.	Healthcare	$2.0M	0.2%	4,129	New
117	$NOW	ServiceNow, Inc.	Technology	$2.0M	0.2%	19K	+269%
118	$MMM	3M CO	Healthcare	$1.9M	0.2%	13K	-35%
119	—	Vanguard FTSE Developed Markets ETF	—	$1.9M	0.2%	30K	New
120	$MCK	MCKESSON CORP	Consumer Staples	$1.9M	0.2%	2,225	-48%
121	—	Vanguard MSCI Europe ETF	—	$1.9M	0.2%	23K	New
122	$AMT	AMERICAN TOWER CORP /MA/	Real Estate	$1.9M	0.2%	11K	New
123	$KMB	KIMBERLY CLARK CORP	Materials	$1.9M	0.2%	20K	-21%
124	—	Nuveen ESG Mid Cap Value ETF	—	$1.8M	0.2%	47K	New
125	$DHR	DANAHER CORP /DE/	Healthcare	$1.8M	0.2%	9,461	-27%
126	$CSL	CARLISLE COMPANIES INC	Materials	$1.7M	0.2%	5,239	New
127	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$1.7M	0.1%	1,735	New
128	$LIN	LINDE PLC	Materials	$1.7M	0.1%	3,443	New
129	—	iShares Core MSCI Total Instl Stk ETF	—	$1.7M	0.1%	20K	New
130	—	Ishares Ultra Short Duration Bond Active ETF	—	$1.7M	0.1%	33K	New
131	$DRI	DARDEN RESTAURANTS INC	Consumer Discretionary	$1.7M	0.1%	8,640	-28%
132	$BKR	Baker Hughes Co	Energy	$1.7M	0.1%	28K	New
133	$EMR	EMERSON ELECTRIC CO	Industrials	$1.7M	0.1%	13K	New
134	$WFC	WELLS FARGO & COMPANY/MN	Financials	$1.7M	0.1%	21K	+68%
135	$TMUS	T-Mobile US, Inc.	Communication Services	$1.6M	0.1%	7,758	New
136	—	iShares Core MSCI EAFE ETF	—	$1.6M	0.1%	18K	New
137	$AWK	American Water Works Company, Inc.	Utilities	$1.6M	0.1%	12K	+187%
138	$T	AT&T INC.	Communication Services	$1.6M	0.1%	54K	-31%
139	$CBU	COMMUNITY FINANCIAL SYSTEM, INC.	Financials	$1.5M	0.1%	26K	New
140	—	iShares Tr Russell 3000	—	$1.5M	0.1%	4,150	New
141	$ADSK	Autodesk, Inc.	Technology	$1.5M	0.1%	6,326	-49%
142	$AON	Aon plc	Financials	$1.5M	0.1%	4,659	-8%
143	—	Vanguard Total Int'l Bond ETF	—	$1.5M	0.1%	31K	New
144	$BMY	BRISTOL MYERS SQUIBB CO	Healthcare	$1.5M	0.1%	24K	New
145	—	Innovator Eqty Def Prot 1 Yr to Feb 2027 ETF	—	$1.4M	0.1%	57K	New
146	$ADP	AUTOMATIC DATA PROCESSING INC	Technology	$1.4M	0.1%	7,102	-29%
147	$CB	Chubb Ltd	Financials	$1.4M	0.1%	4,408	-51%
148	$BRK.A	BERKSHIRE HATHAWAY INC	Financials	$1.4M	0.1%	2	New
149	$MDLZ	Mondelez International, Inc.	Consumer Staples	$1.4M	0.1%	24K	New
150	$ENB	ENBRIDGE INC	Energy	$1.4M	0.1%	26K	+71%

What changed in Q1 2026

Against the previous quarter's 13F: 173 new, 27 added to, 105 trimmed, 46 sold out. Share-count changes; largest moves by dollar size first.

New positions (173)

iShares Core S&P US Value ETF$82.9M
first bought this quarter
State Street SPDR S&P 500 Growth ETF$58.1M
first bought this quarter
Schwab Fundamental Intl Equity ETF$52.5M
first bought this quarter
$SPYSPDR S&P 500 ETF TRUST$41.5M
first bought this quarter
State Street SPDR S&P 400 Mid Cap Value ETF$35.9M
first bought this quarter
$XOM.R34088EXXON MOBIL CORP$34.8M
first bought this quarter

+167 more in the Excel export

Added to (27)

$NVDANVIDIA CORP+521%
now $10.6M · held 1+ qtrs
$WMTWalmart Inc.+167%
now $5.1M · held 1+ qtrs
$NOVNOV Inc.+2324%
now $2.7M · held 1+ qtrs
$SCHWSCHWAB CHARLES CORP+1116%
now $2.8M · held 1+ qtrs
$AVGOBroadcom Inc.+725%
now $2.7M · held 1+ qtrs
$CMICUMMINS INC+327%
now $2.1M · held 1+ qtrs

+21 more in the Excel export

Trimmed (105)

$MSFTMICROSOFT CORP-25%
now $28.5M · held 1+ qtrs
$AAPLApple Inc.-24%
now $29.1M · held 1+ qtrs
$AMZNAMAZON COM INC-37%
now $10.1M · held 1+ qtrs
$FISIFINANCIAL INSTITUTIONS INC-53%
now $4.9M · held 1+ qtrs
$MSMORGAN STANLEY-60%
now $3.6M · held 1+ qtrs
$JNJJOHNSON & JOHNSON-17%
now $21.1M · held 1+ qtrs

+99 more in the Excel export

Sold out (46)

$DGDOLLAR GENERAL CORPwas $1.6M
$SPGSIMON PROPERTY GROUP INC.was $1.3M
$ILMNILLUMINA, INC.was $1.2M
$ITGARTNER INCwas $1.1M
$BSXBOSTON SCIENTIFIC CORPwas $974K
$DEODIAGEO PLCwas $890K

+40 more in the Excel export

Holdings by quarter

Every 13F CANANDAIGUA NATIONAL CORP has filed, 11 earlier quarters. Pick one to see what it held then.

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Q1 2026 13F filed with the SEC on Apr 8, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of CANANDAIGUA NATIONAL's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)

Top 10 since filing

+18.3%

Value-weighted move of the 10 largest stock positions

Turnover

—

Last quarter

Top 10 weight

37%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

CANANDAIGUA NATIONAL CORP disclosed 310 positions worth $1.1B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 173 new positions and exited 46 and a full exit from $DG. The portfolio is most concentrated in Other (43.1% of disclosed assets). All figures are sourced directly from CANANDAIGUA NATIONAL CORP’s Form 13F-HR filing with the SEC under CIK 759458.

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AI-Powered Hedge Fund Analysis: CANANDAIGUA NATIONAL CORP

13F Pro is an AI hedge fund tracker and stock research platform. For CANANDAIGUA NATIONAL CORP (SEC CIK: 759458), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in CANANDAIGUA NATIONAL CORP's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.