CANANDAIGUA NATIONAL BANK & TRUST CO Q2 2025 Filing

Filed July 8, 2025

Portfolio Value

$1.1B

Holdings

310

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (310 positions)

StockValue
OTISOtis Worldwide Corp
$2.3M
ADPAutomatic Data Processing Inc
$2.3M
DUKDuke Energy Corp New
$2.3M
IWDiShares Russell 1000 Value Index Fund
$2.2M
UNPUnion Pacific Corp
$2.2M
MSCIMSCI Inc
$2.1M
ALSAllstate Corp.
$2.1M
UPSUnited Parcel Service Inc
$2.1M
DRIDarden Restaurants Inc
$2.1M
SLBSchlumberger Ltd
$2.1M
MDLZMondelez Intl Inc
$2.0M
AQLTiShares Select Dividend ETF
$2.0M
NULVNuveen ESG Large Cap Value ETF
$2.0M
MCKMcKesson Corporation
$2.0M
PFFiShares Preferred & Income Secs ETF
$2.0M
SNASnap-On Inc.
$2.0M
SUSBiShares ESG 1-5 Yr USD Corp Bond ETF
$2.0M
DHRDanaher Corp
$2.0M
DDDupont De Nemours Inc
$1.9M
EEMiShares MSCI Emerging Markets
$1.9M
VGKVanguard MSCI Europe ETF
$1.9M
COSTCostco Whsl Corp New
$1.8M
CBUCommunity Financial System Inc
$1.8M
PGRProgessive Corp OH Com
$1.8M
BNDXVanguard Total Int'l Bond ETF
$1.8M
NUMVNuveen ESG Mid Cap Value ETF
$1.7M
CSLCarlisle Cos Inc
$1.7M
EMREmerson Elec Co
$1.7M
HCAHCA Healthcare Inc
$1.7M
LENLennar Corporation
$1.7M
KSEPInnovator Eqty Def Prot 1yr to Sep 2025 ETF
$1.7M
KMBKimberly Clark Corp
$1.6M
TAT&T Inc.
$1.6M
AVGOBroadcom Inc
$1.6M
SPGIS&P Global Inc
$1.6M
TMUST-Mobile US
$1.6M
QCOMQualcomm Inc
$1.6M
AONAON Plc
$1.6M
ORLYO'Reilly Automotive Inc New Com
$1.6M
AWCAmerican Water Works Company
$1.6M
SAPSAP SE-Sponsored ADR
$1.6M
ADIAnalog Devices Inc.
$1.5M
CMGChipotle Mexican Grill
$1.5M
VSSVanguard FTSE All-Wld ex-US SmCp Idx ETF
$1.5M
ITWIllinois Tool Works Inc
$1.5M
BMYBristol-Myers Squibb Co.
$1.5M
BRK-BBerkshire Hathaway Inc Del Cl A
$1.5M
ADSKAutodesk, Inc.
$1.5M
WFCWells Fargo & Company
$1.5M
CBChubb Limited
$1.5M
PYPLPaypal Hldgs Inc
$1.4M
VUGVanguard Growth ETF
$1.4M
IXUSiShares Core MSCI Total Instl Stk ETF
$1.4M
APDAir Products & Chemicals Inc
$1.4M
AZNAstrazeneca Plc Adr
$1.4M
DDominion Energy Inc
$1.4M
SHOPShopify Inc
$1.4M
ZAUGInnovator Eqty Def Prot 1yr to Aug 2025 ETF
$1.4M
TFCTruist Finl Corp
$1.4M
NFLXNetflix Com Inc
$1.4M
AQLTiShares Core MSCI EAFE ETF
$1.4M
IWViShares Tr Russell 3000
$1.3M
VIGIVanguard Intl Dividend Appreciation ETF
$1.3M
BKRBaker Hughes Company
$1.3M
CLXClorox Co
$1.3M
STIPIshares Tr/0-5 Yr Tips Bd ETF
$1.3M
GEVGE Vernova Inc
$1.3M
NOWServicenow Inc
$1.3M
CLColgate Palmolive Co
$1.3M
EMNEastman Chemical Co.
$1.3M
NOVNOV Inc
$1.3M
NKENike, Inc. Class B
$1.3M
AMDAdvanced Micro Devices
$1.2M
TRVCCitigroup Inc Com New
$1.2M
ESGEiShares MSCI Emerging Mkts ESG Optimized ETF
$1.2M
CMCSAComcast Corp New Cl A
$1.2M
CMICummins Engine Co Inc
$1.2M
YUMYum Brands Inc.
$1.1M
ENBEnbridge Inc
$1.1M
NXPINXP Semiconductors NV
$1.1M
ZTSZoetis Inc
$1.1M
KKRKKR & Co Inc
$1.1M
NDAQNasdaq Stk Mkt Inc
$1.1M
MRSHMarsh & McLennan Co Inc
$1.1M
PCARPaccar Inc Com
$1.1M
MDTMedtronic PLC
$1.0M
BNLBroadstone Net Lease Inc
$1.0M
ZFEBInnovator Eqty Def Prot 1 Yr to Feb 2026 ETF
$1.0M
VPLVanguard MSCI Pacific ETF
$1.0M
GLWCorning Inc.
$1.0M
VIGVanguard Dividend Appreciation ETF
$993K
4I1Philip Morris Intl Inc
$990K
SYYSysco Corp
$960K
PRUPrudential Financial Inc
$951K
PLDPrologis Inc REIT
$944K
FASTFastenal Company
$926K
IWOiShares Russell 2000 Growth
$919K
ZMARInnovator Eqty Def Prot 1 Yr to March 2026
$911K
MARMarriott International Inc Class A
$903K
GRNBVanEck Vectors Green Bond ETF
$899K
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