Canandaigua National Trust Co of Florida
Sector Allocation
- Other39.7%$71.8M
- Healthcare16.8%$30.4M
- Technology15.7%$28.4M
- Financials8.2%$14.9M
- Industrials4.9%$8.9M
- Consumer Discretionary3.8%$6.9M
- Consumer Staples3.3%$5.9M
- Energy2.0%$3.7M
- Real Estate1.8%$3.2M
- Communication Services1.7%$3.1M
AUM History
13fpro.ai/research/fund/canandaigua-national-trust-co-of-florida-1471384
Conviction and streaks
Diversifying · top 10 = 41.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
LLY
$19.2MSPY
$11.0M- iShares$8.0M
- State$7.6M
- Schwab$7.0M
MSFT
$5.4MAAPL
$4.7MAMZN
$3.9MGOOG
$3.9MNVDA
$3.5M- iShares$3.4M
- iShares$3.3M
- State$3.2M
- State$2.7M
GOOGL
$2.4MKO
$2.3MWT
$2.2M- Vanguard$2.2M
CAT
$2.1MJPM
$2.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/canandaigua-national-trust-co-of-florida-1471384
Canandaigua National Trust Co of Florida 13F holdings — Q3 2026
$180.9M portfolio (+45.2% QoQ) · 143 holdings · Q3 2026 13F · top 10 are 41% of the stock portfolio
$19.2M
10.6% of stocks
-3%This quarter+7.6%Since filed8+ qtrsHeld$11.0M
6.1% of stocks
+7%This quarter-1.5%Since filed8+ qtrsHeld- 3
iShares Core S&P US Value ETF - Com
$8.0M
4.4% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
State Street SPDR S&P 500 Growth ETF - Com
$7.6M
4.2% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
Schwab Fundamental Intl Equity ETF - Com
$7.0M
3.9% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— $5.4M
3.0% of stocks
+34%This quarter+0.5%Since filed8+ qtrsHeld$4.7M
2.6% of stocks
+39%This quarter+2.1%Since filed8+ qtrsHeld$3.9M
2.2% of stocks
+25%This quarter-4.2%Since filed8+ qtrsHeld$3.9M
2.2% of stocks
+34%This quarter-9.6%Since filed8+ qtrsHeld$3.5M
1.9% of stocks
+65%This quarter-9.0%Since filed8+ qtrsHeld
All holdings — Canandaigua National Trust Co of Florida (Q3 2026)
143 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 | — | iShares MSCI EAFE Index Fund - Cometf/fund | — | $3.4M | 1.9% | 32K | +15% | — | — | 13F |
| 12 | — | iShares Core MSCI Total Instl Stk ETF - Cometf/fund | — | $3.3M | 1.8% | 34K | +266% | — | — | 13F |
| 13 | — | State Street SPDR S&P 400 Mid Cap Value ETF - Cometf/fund | — | $3.2M | 1.8% | 36K | -24% | — | — | 13F |
| 14 | — | State Street SPDR S&P 600 Small Cap Value ETF - Cometf/fund | — | $2.7M | 1.5% | 26K | -21% | — | — | 13F |
| 15 | Alphabet Inc. | Technology | $2.4M | 1.3% | 7,027 | +34% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | COCA COLA CO | Consumer Staples | $2.3M | 1.3% | 27K | +354% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | WisdomTree, Inc.etf/fund | Financials | $2.2M | 1.2% | 41K | +10% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | Vanguard Morningstar Small Cap ETF - Cometf/fund | — | $2.2M | 1.2% | 7,735 | +15% | — | — | 13F |
| 19 | CATERPILLAR INC | Industrials | $2.1M | 1.2% | 2,632 | +755% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | JPMORGAN CHASE & CO | Financials | $2.0M | 1.1% | 5,928 | +19% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Merck & Co., Inc. | Healthcare | $1.7M | 0.9% | 12K | -0.4% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | CHEVRON CORP | Energy | $1.5M | 0.8% | 7,345 | +128% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | Capital Group Conservative Equity ETF - Cometf/fund | — | $1.5M | 0.8% | 46K | New | — | — | 13F |
| 24 | — | Capital Group Growth ETF - Cometf/fund | — | $1.5M | 0.8% | 31K | New | — | — | 13F |
| 25 | Palo Alto Networks Inc | Technology | $1.4M | 0.8% | 3,401 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | iShares 1-3 Year Treasury Bond ETF - Com | — | $1.3M | 0.7% | 16K | New | |||
| 27 | $CRM | Salesforce, Inc. | Technology | $1.3M | 0.7% | 5,565 | +35% | |||
| 28 | $V | VISA INC. | Financials | $1.2M | 0.7% | 3,464 | +39% | |||
| 29 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $1.2M | 0.7% | 10K | +54% | |||
| 30 | $BNL | Broadstone Net Lease, Inc. | Real Estate | $1.2M | 0.7% | 66K | New | |||
| 31 | — | Dimensional World Ex US Core Equity 2 ETF - Com | — | $1.2M | 0.7% | 33K | +196% | |||
| 32 | $PFE | PFIZER INC | Healthcare | $1.2M | 0.7% | 42K | +26% | |||
| 33 | $EMN | EASTMAN CHEMICAL CO | Materials | $1.2M | 0.6% | 18K | +174% | |||
| 34 | — | iShares Russell Midcap Growth Index Fund - Com | — | $1.1M | 0.6% | 8,296 | +8% | |||
| 35 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.1M | 0.6% | 11K | +50% | |||
| 36 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.1M | 0.6% | 2,281 | +64% | |||
| 37 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.1M | 0.6% | 2,207 | +25% | |||
| 38 | $NOW | ServiceNow, Inc. | Technology | $1.1M | 0.6% | 8,379 | +17% | |||
| 39 | $HCA | HCA Healthcare, Inc. | Healthcare | $1.1M | 0.6% | 2,528 | +89% | |||
| 40 | — | Ishares Tr/0-5 Yr Tips Bd ETF - Com | — | $1.0M | 0.6% | 10K | +45% | |||
| 41 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.0M | 0.6% | 10K | +39% | |||
| 42 | $SLB | SLB LIMITED/NV | Energy | $1.0M | 0.6% | 21K | +12% | |||
| 43 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $983K | 0.5% | 6,003 | +36% | |||
| 44 | $SCHW | SCHWAB CHARLES CORP | Financials | $982K | 0.5% | 10K | +10% | |||
| 45 | $PEP | PEPSICO INC | Consumer Staples | $982K | 0.5% | 7,746 | +18% | |||
| 46 | $TMUS | T-Mobile US, Inc. | Communication Services | $970K | 0.5% | 5,946 | +149% | |||
| 47 | $AWK | American Water Works Company, Inc. | Utilities | $942K | 0.5% | 7,277 | +16% | |||
| 48 | $NOV | NOV Inc. | Energy | $927K | 0.5% | 49K | -32% | |||
| 49 | — | Vanguard Extended Mkt Fd - Com | — | $926K | 0.5% | 3,997 | New | |||
| 50 | $JNJ | JOHNSON & JOHNSON | Healthcare | $926K | 0.5% | 3,496 | +69% | |||
| 51 | — | Vanguard FTSE Developed Markets ETF - Com | — | $914K | 0.5% | 13K | +174% | |||
| 52 | $AZN | ASTRAZENECA PLC | Healthcare | $891K | 0.5% | 5,473 | New | |||
| 53 | — | iShares Core MSCI Emerging Markets ETF - Com | — | $891K | 0.5% | 11K | +59% | |||
| 54 | $CI | Cigna Group | Healthcare | $889K | 0.5% | 3,269 | +69% | |||
| 55 | $AMGN | AMGEN INC | Healthcare | $882K | 0.5% | 2,093 | +69% | |||
| 56 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $857K | 0.5% | 5,897 | +57% | |||
| 57 | $RTX | RTX Corp | Industrials | $851K | 0.5% | 4,582 | +3% | |||
| 58 | — | Vanguard FTSE Emerging Mkt MFC - Com | — | $822K | 0.5% | 14K | -21% | |||
| 59 | — | Capital Group Global Equity ETF - Com | — | $801K | 0.4% | 23K | New | |||
| 60 | $OTIS | Otis Worldwide Corp | Industrials | $801K | 0.4% | 12K | +85% | |||
| 61 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $799K | 0.4% | 6,036 | +40% | |||
| 62 | $GS | GOLDMAN SACHS GROUP INC | Financials | $782K | 0.4% | 868 | +31% | |||
| 63 | — | iShares Securitized Income Active ETF - Com | — | $778K | 0.4% | 16K | New | |||
| 64 | — | iShares MSCI Emerging Markets - Com | — | $772K | 0.4% | 12K | +17% | |||
| 65 | — | Schwab Fundamental US Large ETF - Com | — | $767K | 0.4% | 24K | +75% | |||
| 66 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $745K | 0.4% | 1,104 | +51% | |||
| 67 | $CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $740K | 0.4% | 23K | New | |||
| 68 | $META | Meta Platforms, Inc. | Technology | $698K | 0.4% | 962 | +22% | |||
| 69 | $ABBV | AbbVie Inc. | Healthcare | $697K | 0.4% | 2,664 | +83% | |||
| 70 | — | iShares Core US REIT ETF - Com | — | $680K | 0.4% | 11K | New | |||
| 71 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $674K | 0.4% | 2,370 | +12% | |||
| 72 | — | iShares Tr Russell 2000 Index - Com | — | $674K | 0.4% | 2,426 | — | |||
| 73 | $VMRK | VIVMARK RESIDENTIAL | Real Estate | $670K | 0.4% | 11K | New | |||
| 74 | $CSL | CARLISLE COMPANIES INC | Materials | $654K | 0.4% | 2,029 | New | |||
| 75 | $XYL | Xylem Inc. | Industrials | $652K | 0.4% | 6,443 | New | |||
| 76 | — | iShares TR Core S&P Mid-Cap ETF - Com | — | $651K | 0.4% | 9,045 | — | |||
| 77 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $648K | 0.4% | 7,598 | New | |||
| 78 | $NFLX | NETFLIX INC | Communication Services | $640K | 0.3% | 9,200 | New | |||
| 79 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $628K | 0.3% | 12K | -38% | |||
| 80 | — | iShares Core S&P Total US Stock Mkt ETF - Com | — | $623K | 0.3% | 3,748 | New | |||
| 81 | $KKR | KKR & Co. Inc. | Financials | $608K | 0.3% | 6,664 | +27% | |||
| 82 | $MKC | MCCORMICK & CO INC | Consumer Staples | $600K | 0.3% | 13K | New | |||
| 83 | $NEE | NEXTERA ENERGY INC | Utilities | $598K | 0.3% | 7,897 | +49% | |||
| 84 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $596K | 0.3% | 3,488 | New | |||
| 85 | — | iShares 3-7 YR Treas Bond ETF - Com | — | $593K | 0.3% | 5,227 | New | |||
| 86 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $592K | 0.3% | 1,660 | +1% | |||
| 87 | $CCZ | COMCAST CORP | Communication Services | $566K | 0.3% | 26K | New | |||
| 88 | — | Vanguard Index Funds S & P 500 ETF - Com | — | $547K | 0.3% | 780 | +70% | |||
| 89 | $AVGO | Broadcom Inc. | Technology | $542K | 0.3% | 1,542 | +102% | |||
| 90 | — | iShares Russell MidCap Index Fund - Com | — | $536K | 0.3% | 5,026 | — | |||
| 91 | $WMT | Walmart Inc. | Consumer Staples | $531K | 0.3% | 5,113 | +34% | |||
| 92 | — | iShares Core S P 500 ETF - Com | — | $531K | 0.3% | 693 | -10% | |||
| 93 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $518K | 0.3% | 847 | New | |||
| 94 | $MKL | MARKEL GROUP INC. | Financials | $502K | 0.3% | 293 | +157% | |||
| 95 | — | iShares Tr Natl Mun Bd ETF - Com | — | $499K | 0.3% | 4,939 | +8% | |||
| 96 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $498K | 0.3% | 1,224 | New | |||
| 97 | $MCD | MCDONALDS CORP | Consumer Discretionary | $489K | 0.3% | 2,116 | +17% | |||
| 98 | $NBTB | NBT BANCORP INC | Financials | $468K | 0.3% | 9,331 | New | |||
| 99 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $458K | 0.3% | 5,717 | New | |||
| 100 | $MA | Mastercard Inc | Financials | $449K | 0.3% | 815 | +31% | |||
| 101 | $BLK | BlackRock, Inc. | Financials | $447K | 0.3% | 422 | +12% | |||
| 102 | — | Vanguard Morningstar Mid-Cap ETF - Com | — | $421K | 0.2% | 5,364 | +194% | |||
| 103 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $400K | 0.2% | 541 | -45% | |||
| 104 | — | iShares Core MSCI EAFE ETF - Com | — | $399K | 0.2% | 4,120 | -3% | |||
| 105 | $MCO | MOODYS CORP /DE/ | Financials | $398K | 0.2% | 877 | New | |||
| 106 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $394K | 0.2% | 6,322 | New | |||
| 107 | $TXN | TEXAS INSTRUMENTS INC | Technology | $387K | 0.2% | 1,382 | New | |||
| 108 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $376K | 0.2% | 4,830 | New | |||
| 109 | — | Vanguard REIT ETF - Com | — | $369K | 0.2% | 4,114 | -17% | |||
| 110 | $MS | MORGAN STANLEY | Financials | $361K | 0.2% | 1,921 | New | |||
| 111 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $358K | 0.2% | 2,039 | +35% | |||
| 112 | $WBD | Warner Bros. Discovery, Inc. | Communication Services | $349K | 0.2% | 11K | New | |||
| 113 | $TFC | TRUIST FINANCIAL CORP | Financials | $347K | 0.2% | 7,484 | -51% | |||
| 114 | $SNA | Snap-on Inc | Industrials | $342K | 0.2% | 942 | +30% | |||
| 115 | — | iShares Tr MSCI USA Momentum Factor - Com | — | $336K | 0.2% | 1,059 | New | |||
| 116 | $SIRI | SIRIUS XM HOLDINGS INC. | Communication Services | $336K | 0.2% | 13K | New | |||
| 117 | $DE | DEERE & CO | Industrials | $333K | 0.2% | 496 | New | |||
| 118 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $316K | 0.2% | 1,506 | New | |||
| 119 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $312K | 0.2% | 1,009 | -21% | |||
| 120 | — | Capital Group New Geography Equity ETF - Com | — | $303K | 0.2% | 8,306 | New | |||
| 121 | $ADSK | Autodesk, Inc. | Technology | $302K | 0.2% | 1,445 | -48% | |||
| 122 | $GD | GENERAL DYNAMICS CORP | Industrials | $295K | 0.2% | 888 | +45% | |||
| 123 | $ETN | Eaton Corp plc | Industrials | $287K | 0.2% | 668 | New | |||
| 124 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $287K | 0.2% | 781 | +3% | |||
| 125 | $BA | BOEING CO | Industrials | $283K | 0.2% | 1,521 | -57% | |||
| 126 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $279K | 0.1% | 1,269 | New | |||
| 127 | — | iShares Select Dividend ETF - Com | — | $272K | 0.1% | 1,789 | +11% | |||
| 128 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $254K | 0.1% | 2,721 | -66% | |||
| 129 | — | iShares Russell 2000 Value - Com | — | $250K | 0.1% | 1,195 | New | |||
| 130 | $ORCL | ORACLE CORP | Technology | $246K | 0.1% | 1,790 | +12% | |||
| 131 | $ICE | Intercontinental Exchange, Inc. | Financials | $220K | 0.1% | 1,449 | -7% | |||
| 132 | $PAYX | PAYCHEX INC | Technology | $220K | 0.1% | 2,232 | New | |||
| 133 | $GLD | SPDR GOLD TRUST | Financials | $219K | 0.1% | 574 | -4% | |||
| 134 | $FWONA | Liberty Media Corp | Communication Services | $217K | 0.1% | 2,349 | New | |||
| 135 | — | iShares MSCI EAFE Small Cap Index - Com | — | $215K | 0.1% | 2,550 | New | |||
| 136 | — | Schwab Strategic Large Cap ETF - Com | — | $215K | 0.1% | 7,165 | New | |||
| 137 | $BKR | Baker Hughes Co | Energy | $215K | 0.1% | 3,908 | -76% | |||
| 138 | $APD | Air Products & Chemicals, Inc. | Materials | $215K | 0.1% | 771 | New | |||
| 139 | $UNM | Unum Group | Financials | $212K | 0.1% | 2,420 | New | |||
| 140 | — | Vanguard MSCI Europe ETF - Com | — | $212K | 0.1% | 2,437 | -73% | |||
| 141 | — | iShares MCSI EAFE Value Index Fund - Com | — | $205K | 0.1% | 2,585 | -5% | |||
| 142 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $204K | 0.1% | 2,385 | New | |||
| 143 | — | iShares 20 Year Treasury Bond ETF - Com | — | $202K | 0.1% | 2,600 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 46 new, 70 added to, 23 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.
New positions (46)
- Capital Group Conservative Equity ETF - Com$1.5M
first bought this quarter
- Capital Group Growth ETF - Com$1.5M
first bought this quarter
$PANWPalo Alto Networks Inc$1.4M
first bought this quarter
- iShares 1-3 Year Treasury Bond ETF - Com$1.3M
first bought this quarter
$BNLBroadstone Net Lease, Inc.$1.2M
first bought this quarter
- Vanguard Extended Mkt Fd - Com$926K
first bought this quarter
+40 more in the Excel export
Added to (70)
- iShares Core MSCI Total Instl Stk ETF - Com+266%
now $3.3M
now $2.1M · held 2 qtrs, 2 adds in a row
now $2.3M · held 8+ qtrs
now $3.5M · held 8+ qtrs
now $5.4M · held 8+ qtrs
now $4.7M · held 8+ qtrs
+64 more in the Excel export
Trimmed (23)
- State Street SPDR S&P 400 Mid Cap Value ETF - Com-24%
now $3.2M
- State Street SPDR S&P 600 Small Cap Value ETF - Com-21%
now $2.7M
$BKRBaker Hughes Co-76%
now $215K · held 6 qtrs, 2 trims in a row
- Vanguard MSCI Europe ETF - Com-73%
now $212K
now $19.2M · held 8+ qtrs, 2 trims in a row
$UPSUNITED PARCEL SERVICE INC-66%
now $254K · held 6 qtrs, 3 trims in a row
+17 more in the Excel export
Sold out (11)
$XOM.R34088EXXON MOBIL CORPwas $778K
held 7+ qtrs
- iShares Preferred & Income Secs ETFwas $693K
$PYPLPayPal Holdings, Inc.was $633K
held 7+ qtrs
$LENLENNAR CORP /NEW/was $563K
held 4 qtrs
- iShares U.S. Treasury Bond ETFwas $561K
$MDLZMondelez International, Inc.was $554K
+5 more in the Excel export
Holdings by quarter
Every 13F Canandaigua National Trust Co of Florida has filed, 7 earlier quarters. Pick one to see what it held then.
Is it too late to follow Canandaigua National of Florida?
Q3 2026 13F filed with the SEC on Oct 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Canandaigua National of Florida's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+0.5%
Value-weighted move of the 10 largest stock positions
Turnover
8%
Last quarter; 18% over the last 4
Top 10 weight
41%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
82%
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 Q3 2024 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 Trust Co of Florida disclosed 143 positions worth $180.9M in its Form 13F-HR for Q3 2026, led by $LLY (ELI LILLY & Co) at 10.6% of the equity portfolio, followed by $SPY. During the quarter the fund opened 46 new positions and exited 11 and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (39.7% of disclosed assets). All figures are sourced directly from Canandaigua National Trust Co of Florida’s Form 13F-HR filing with the SEC under CIK 1471384.
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AI-Powered Hedge Fund Analysis: Canandaigua National Trust Co of Florida
13F Pro is an AI hedge fund tracker and stock research platform. For Canandaigua National Trust Co of Florida (SEC CIK: 1471384), 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 Trust Co of Florida'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.