Canandaigua, NYCIK 14713844 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
129 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Eli Lilly & Co | 18.7K | $20.11M | 12.6% | +25 | Added |
| 2 | Spdr S&P 500 ETF Tr | 15.6K | $10.63M | 6.7% | +1.5K | Added |
| 3 | Ishares Tr | 74.1K | $7.60M | 4.8% | +488 | Added |
| 4 | Spdr Series Trust |
| 62.4K |
| $6.65M |
| 4.2% |
| −785 |
| Reduced |
| 5 | Schwab Strategic Tr | 146.4K | $6.62M | 4.1% | −621 | Reduced |
| 6 | Microsoft Corp | 9.6K | $4.63M | 2.9% | +1.6K | Added |
| 7 | Alphabet Inc | 13.0K | $4.09M | 2.6% | +3.6K | Added |
| 8 | Spdr Series Trust | 46.8K | $3.96M | 2.5% | −324 | Reduced |
| 9 | Amazon Com Inc | 15.3K | $3.54M | 2.2% | +2.7K | Added |
| 10 | Apple Inc | 12.5K | $3.39M | 2.1% | +1.8K | Added |
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