Canandaigua National Trust Co of Florida - Portfolio overview

Canandaigua National Trust Co of Florida has 115 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. LLY - Lilly Eli & Co, 12.25%
2. SPY - State Street SPDR S&P 500 ETF Trust, 6.84%
3. IUSV - iShares Core S&P US Value ETF, 5.89%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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