Long-term investor
Canandaigua National Trust Co. Of Florida @canandaiguanationaltrust
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001471384).
Record
- Tracked since 2025-03-31 (556 days), 246 trades recorded
- Returns: week n/a · month n/a · 90 days -0.2% · 6 months +1.7% · 1 year -0.7% · all +1.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- LLY · 10.6% · long · since 2025-06-30
- 78462F103 · 6.1% · long · since 2025-06-30
- 464287663 · 4.4% · long · since 2025-06-30
- 78464A409 · 4.2% · long · since 2025-06-30
- 808524755 · 3.8% · long · since 2025-06-30
- MSFT · 3.0% · long · since 2025-06-30
- AAPL · 2.6% · long · since 2025-06-30
- AMZN · 2.2% · long · since 2025-06-30
- 02079K107 · 2.2% · long · since 2025-06-30
- NVDA · 2.0% · long · since 2025-06-30
- 464287465 · 1.9% · long · since 2025-06-30
- 46432F834 · 1.8% · long · since 2025-06-30