Back to Canandaigua National Trust Co of Florida

Canandaigua National Trust Co of Florida

All holdings · as of Dec 31, 2025

129 positions

CompanyClassValueShares% of portfolio
TRAVELERS COMPANIES, INC.$477.4K1,6460.3%
iShares Tr Natl Mun Bd ETF$478.7K4,4690.3%
iShares Russell MidCap Index Fund$483.9K5,0260.3%
PayPal Holdings, Inc.$521.4K8,9310.3%
iShares Core S P 500 ETF$536.3K7830.3%
COCA COLA CO$536.6K7,6750.3%
Vanguard Mid-Cap Etf$541.3K1,8650.3%
Doubleline ETF Trust - Mortgage ETF$582.2K11,7250.4%
Meta Platforms Inc$582.9K8830.4%
THE GOLDMAN SACHS GROUP, INC.$592.4K6740.4%
LENNAR CORP /NEW$595.2K5,7900.4%
iShares TR Core S&P Mid-Cap ETF$597.0K9,0450.4%
iShares Tr Russell 2000 Index$597.2K2,4260.4%
iShares MSCI UAE ETF$598.9K4,0280.4%
MCDONALD'S CORP$608.5K1,9910.4%
PROCTER & GAMBLE Co$618.5K4,3160.4%
CISCO SYSTEMS, INC.$623.7K8,0970.4%
Markel Group Inc$629.8K2930.4%
iShares Lehman 7-10 Year Treasury Bond$637.7K6,6320.4%
Schwab Fundamental US Large ETF$667.7K24,5400.4%
iShares MSCI Emerging Markets$671.2K12,2690.4%
CHEVRON CORP$713.7K4,6830.4%
American Water Works Company, Inc.$726.2K5,5650.5%
American Tower Corp$736.3K4,1940.5%
Invesco QQQ Tr Series 1$748.2K1,2180.5%
HOME DEPOT, INC.$749.5K2,1780.5%
EXXON MOBIL CORP$777.4K6,4600.5%
Vanguard MSCI Europe ETF$779.5K9,3230.5%
Comcast Corp.$784.5K26,2460.5%
Capital Group Global Equity ETF$792.6K25,0600.5%
iShares MSCI UAE ETF$796.0K7,7740.5%
RTX Corp$813.9K4,4380.5%
iShares Preferred & Income Secs ETF$817.0K26,3890.5%
Vanguard Extended Mkt Fd$835.9K3,9970.5%
The Boeing Company$839.8K3,8680.5%
Salesforce Inc$855.4K3,2290.5%
HCA Healthcare, Inc.$877.2K1,8790.5%
SLB LIMITED/NV$893.4K23,2780.6%
TJX Cos Inc/The$897.5K5,8430.6%
iShares Russell Midcap Growth Index Fund$952.4K6,9550.6%
Baker Hughes Co$963.4K21,1560.6%
PFIZER INC$968.4K38,8910.6%
SCHWAB CHARLES CORP$976.0K9,7690.6%
TRUIST FINANCIAL CORP$989.7K20,1110.6%
Vanguard FTSE Emerging Mkt MFC$1.01M18,7990.6%
Astrazeneca Plc Adr$1.02M11,0930.6%
iShares Core MSCI Emerging Markets ETF$1.04M15,4030.6%
Broadstone Net Lease, Inc.$1.04M60,1480.7%
LOCKHEED MARTIN CORP$1.10M2,2660.7%
ADOBE INC.$1.10M3,1470.7%
← PrevPage 2 of 3Next →