Long-term investor
Canandaigua National Bank & Trust Co. @canandaiguanationalbankt
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001074266).
Record
- Tracked since 2025-03-31 (525 days), 33 trades recorded
- Returns: week n/a · month n/a · 90 days +6.2% · 6 months +8.1% · 1 year +14.9% · all +21.9%
- Max drawdown 0.0% · Sharpe 2.44 · win rate 29% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287663 · 7.5% · long · since 2025-03-31
- 78464A409 · 6.0% · long · since 2025-03-31
- 808524755 · 4.5% · long · since 2025-03-31
- SPY · 4.0% · long · since 2025-03-31
- 78464A839 · 2.8% · long · since 2025-03-31
- AAPL · 2.7% · long · since 2025-03-31
- MSFT · 2.5% · long · since 2025-03-31
- XOM · 2.3% · long · since 2025-03-31
- JPM · 2.3% · long · since 2025-03-31
- 78464A300 · 2.0% · long · since 2025-03-31
- JNJ · 1.8% · long · since 2025-03-31
- 464287465 · 1.5% · long · since 2025-03-31
Copy on paper, free More traders How copying works
Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.