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 (568 days), 50 trades recorded
- Returns: week n/a · month n/a · 90 days -2.4% · 6 months -1.2% · 1 year -27.8% · all -20.0%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287663 · 7.7% · long · since 2025-06-30
- 78464A409 · 6.3% · long · since 2025-06-30
- 808524755 · 4.7% · long · since 2025-06-30
- 78462F103 · 4.1% · long · since 2025-06-30
- MSFT · 3.6% · long · since 2025-06-30
- AAPL · 3.1% · long · since 2025-06-30
- 78464A839 · 2.7% · long · since 2025-06-30
- JPM · 2.3% · long · since 2025-06-30
- JNJ · 1.9% · long · since 2025-06-30
- 78464A300 · 1.9% · long · since 2025-06-30
- 464287465 · 1.5% · long · since 2025-06-30
- RTX · 1.4% · long · since 2025-06-30