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Canandaigua National Trust Co of Florida

All holdings · as of Dec 31, 2025

129 positions

CompanyClassValueShares% of portfolio
ELI LILLY & Co$20.11M18,71312.6%
SPDR S&P 500 ETF Trust$10.63M15,5856.7%
iShares Core S&P US Value ETF$7.60M74,1314.8%
State Street SPDR S&P 500 Growth ETF$6.65M62,3514.2%
Schwab Fundamental Intl Equity ETF$6.62M146,4174.1%
MICROSOFT CORP$4.63M9,5702.9%
Alphabet Inc.$4.09M13,0182.6%
State Street SPDR S&P 400 Mid Cap Value ETF$3.96M46,8342.5%
Amazon.com Inc$3.54M15,3402.2%
Apple Inc.$3.39M12,4582.1%
iShares MSCI EAFE Index Fund$3.14M32,6572.0%
NVIDIA Corp$3.08M16,5081.9%
iShares MSCI UAE ETF$2.97M35,0571.9%
State Street SPDR S&P 600 Small Cap Value ETF$2.92M32,0781.8%
Alphabet Inc.$2.46M7,8611.5%
JPMORGAN CHASE & CO$1.80M5,5931.1%
WisdomTree Emerging Markets ETF$1.78M38,1951.1%
Merck & Co., Inc.$1.71M16,2131.1%
Vanguard Small Cap ETF$1.70M6,5771.1%
NOV Inc$1.57M100,5461.0%
iShares MSCI UAE ETF$1.47M63,9410.9%
Capital Group Growth ETF$1.47M32,9600.9%
Dimensional World Ex US Core Equity 2 ETF$1.46M44,7300.9%
Capital Group Conservative Equity ETF$1.46M47,7250.9%
PEPSICO INC$1.43M9,9870.9%
Visa Inc$1.23M3,4960.8%
United Parcel Service Inc$1.19M11,9880.7%
Warren E. Buffett$1.16M2,3000.7%
BANK OF AMERICA CORP /DE$1.11M20,1030.7%
ADOBE INC.$1.10M3,1470.7%
LOCKHEED MARTIN CORP$1.10M2,2660.7%
Broadstone Net Lease, Inc.$1.04M60,1480.7%
iShares Core MSCI Emerging Markets ETF$1.04M15,4030.6%
Astrazeneca Plc Adr$1.02M11,0930.6%
Vanguard FTSE Emerging Mkt MFC$1.01M18,7990.6%
TRUIST FINANCIAL CORP$989.7K20,1110.6%
SCHWAB CHARLES CORP$976.0K9,7690.6%
PFIZER INC$968.4K38,8910.6%
Baker Hughes Co$963.4K21,1560.6%
iShares Russell Midcap Growth Index Fund$952.4K6,9550.6%
TJX Cos Inc/The$897.5K5,8430.6%
SLB LIMITED/NV$893.4K23,2780.6%
HCA Healthcare, Inc.$877.2K1,8790.5%
Salesforce Inc$855.4K3,2290.5%
The Boeing Company$839.8K3,8680.5%
Vanguard Extended Mkt Fd$835.9K3,9970.5%
iShares Preferred & Income Secs ETF$817.0K26,3890.5%
RTX Corp$813.9K4,4380.5%
iShares MSCI UAE ETF$796.0K7,7740.5%
Capital Group Global Equity ETF$792.6K25,0600.5%
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