Canandaigua National Trust Co of Florida has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 143 separate positions held by the firm.
The report identifies Beth Uhlen, Vice President of Tax and Business Analyst, as the authorized signatory responsible for the submission, which was filed on October 7, 2026.
The trust's portfolio is diversified across a wide range of sectors, including technology, healthcare, consumer goods, and financial services. Major positions include Apple Inc., Microsoft Corporation, Nvidia Corp., and Eli Lilly & Co. The firm also holds significant stakes in exchange-traded funds, such as the Schwab Fundamental US Large ETF and the Schwab Fundamental Intl Equity ETF.
