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Beth Uhlen

Canandaigua National Corp

Assets Managed
$1.117B
Holdings
310
Last Quarter
2026 - Q1
Filed Date
1mo 22d ago
Growth Rate
89.73%(2Q avg: 47.17%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Canandaigua National Corp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 310 positions.

Assets under management

The assets under management (AUM) of Canandaigua National Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.117B in assets, with a quarterly growth rate of 89.73% and a 2-quarter average growth rate of 47.17%. The portfolio is managed by Beth Uhlen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IUSV
Ishares Core S&p U.s. Value
Recent Activity
New Position
7.42%
$82.894M
810,696 shares@ $102.25 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
New Position
5.2%
$58.07M
593,091 shares@ $97.92 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
New Position
4.71%
$52.532M
1.074M shares@ $48.94 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
New Position
3.72%
$41.496M
63,806 shares@ $650.34 avg price
MDYV
Spdr S&p 400 Mid Cap Value E
Recent Activity
New Position
3.21%
$35.852M
421,045 shares@ $85.16 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -3.41%
3.12%
$34.79M
205,059 shares@ $169.67 avg price
AAPL
Apple Inc
Recent Activity
Decreased -24.36%
2.61%
$29.072M
114,551 shares@ $253.79 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -25.34%
2.55%
$28.481M
76,939 shares@ $370.18 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -26.37%
2.17%
$24.227M
82,359 shares@ $294.16 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -16.8%
1.9%
$21.131M
86,448 shares@ $244.44 avg price

1-10 of 310