CANANDAIGUA NATIONAL BANK & TRUST CO Diversified Active

CIK: 0001074266 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 12, 2014

Total Value ($000): $283,981 (100.0% shares, 0.0% debt)

Holdings (172)

XOM Exxon-Mobil Corp 7.2%
Value ($000) $20,559 Shares 203,157 Est. Cost $53.69 Unrealized +4.2%
FISI Financial Institutions, Inc 5.4%
Value ($000) $15,221 Shares 615,997 Est. Cost $11.66 Unrealized +22.5%
General Electric Co. 3.5%
Value ($000) $9,856 Shares 351,624 Est. Cost $23.19 Unrealized
United Technologies Corp 3.1%
Value ($000) $8,692 Shares 76,383 Est. Cost $92.94 Unrealized
SNA Snap-On Inc. 2.9%
Value ($000) $8,278 Shares 75,583 Est. Cost $66.38 Unrealized +19.4%
PG Procter & Gamble Co 2.6%
Value ($000) $7,519 Shares 92,361 Est. Cost $55.01 Unrealized +5.5%
JPM JP Morgan Chase & Co 2.5%
Value ($000) $7,018 Shares 120,014 Est. Cost $36.24 Unrealized +9.4%
JNJ Johnson & Johnson 2.4%
Value ($000) $6,716 Shares 73,326 Est. Cost $59.66 Unrealized +10.2%
ORCL Oracle Corporation 2.2%
Value ($000) $6,109 Shares 159,681 Est. Cost $27.58 Unrealized +4.4%
IBM Intl Business Machines Corp 2.1%
Value ($000) $5,950 Shares 31,721 Est. Cost $118.94 Unrealized -10.5%
VWO Vanguard FTSE Emerging Mkt MFC 2.0%
Value ($000) $5,801 Shares 141,000 Est. Cost $38.84 Unrealized
CVX Chevron Corporation 1.9%
Value ($000) $5,400 Shares 43,235 Est. Cost $71.30 Unrealized +1.7%
PAYX Paychex Inc. 1.8%
Value ($000) $5,076 Shares 111,477 Est. Cost $25.04 Unrealized +17.5%
MCD McDonalds Corp 1.7%
Value ($000) $4,910 Shares 50,603 Est. Cost $71.80 Unrealized -2.5%
AAPL Apple Inc 1.5%
Value ($000) $4,246 Shares 7,568 Est. Cost $13.18 Unrealized +24.2%
VZ Verizon Communications 1.5%
Value ($000) $4,192 Shares 85,309 Est. Cost $27.03 Unrealized -1.6%
PFE Pfizer Inc. 1.4%
Value ($000) $4,021 Shares 131,269 Est. Cost $16.48 Unrealized +7.0%
T AT&T Inc. 1.4%
Value ($000) $3,863 Shares 109,859 Est. Cost $11.40 Unrealized -2.0%
BMY Bristol-Myers Squibb Co. 1.3%
Value ($000) $3,554 Shares 66,859 Est. Cost $28.67 Unrealized +19.2%
Financial Instn 8.48% Ser B-1 1.2%
Value ($000) $3,355 Shares 33,215 Est. Cost $102.39 Unrealized
MSFT Microsoft Corporation 1.2%
Value ($000) $3,346 Shares 89,439 Est. Cost $26.70 Unrealized +12.4%
MMM 3M Company 1.2%
Value ($000) $3,295 Shares 23,495 Est. Cost $61.42 Unrealized +18.3%
DIS Disney Walt Co 1.2%
Value ($000) $3,294 Shares 43,119 Est. Cost $56.11 Unrealized +9.9%
KO Coca Cola Co 1.1%
Value ($000) $3,242 Shares 78,471 Est. Cost $27.85 Unrealized -3.3%
TCF Financial Corp 1.1%
Value ($000) $3,123 Shares 192,166 Est. Cost $14.18 Unrealized
MRK Merck & Co Inc New 1.1%
Value ($000) $3,087 Shares 61,679 Est. Cost $30.04 Unrealized +4.2%
PEP Pepsico Inc 1.1%
Value ($000) $3,012 Shares 36,318 Est. Cost $56.00 Unrealized +3.1%
STZ Constellation Brands Inc Cl A 1.0%
Value ($000) $2,886 Shares 41,000 Est. Cost $43.15 Unrealized +32.6%
Express Scripts Hldg Co 1.0%
Value ($000) $2,783 Shares 39,615 Est. Cost $62.45 Unrealized
Home Properties Inc. 1.0%
Value ($000) $2,734 Shares 50,990 Est. Cost $64.69 Unrealized
HY Hyster-Yale Matls Handling Inc Cl A 1.0%
Value ($000) $2,702 Shares 29,000 Est. Cost $43.68 Unrealized +49.3%
Google Inc 1.0%
Value ($000) $2,699 Shares 2,408 Est. Cost $880.49 Unrealized
CVS CVS/Caremark Corp 0.9%
Value ($000) $2,674 Shares 37,367 Est. Cost $41.44 Unrealized +11.8%
Johnson Controls Inc 0.9%
Value ($000) $2,537 Shares 49,459 Est. Cost $35.79 Unrealized
LMT Lockheed Martin Corp Com 0.9%
Value ($000) $2,480 Shares 16,684 Est. Cost $71.84 Unrealized +35.2%
SLB Schlumberger Ltd 0.9%
Value ($000) $2,459 Shares 27,292 Est. Cost $53.28 Unrealized +22.1%
DRI Darden Restaurants Inc 0.8%
Value ($000) $2,332 Shares 42,895 Est. Cost $31.23 Unrealized +2.7%
Du Pont De Nemours Ei Co 0.8%
Value ($000) $2,243 Shares 34,524 Est. Cost $53.03 Unrealized
Praxair, Inc. 0.8%
Value ($000) $2,172 Shares 16,707 Est. Cost $115.18 Unrealized
COP ConocoPhillips 0.8%
Value ($000) $2,156 Shares 30,516 Est. Cost $39.96 Unrealized +21.1%
QCOM Qualcomm Inc 0.8%
Value ($000) $2,134 Shares 28,737 Est. Cost $45.40 Unrealized +10.9%
WFC Wells Fargo & Company 0.7%
Value ($000) $2,033 Shares 44,770 Est. Cost $27.36 Unrealized +12.4%
NSC Norfolk Southern Corp 0.7%
Value ($000) $1,990 Shares 21,438 Est. Cost $57.82 Unrealized +13.6%
CAT Caterpillar Inc 0.6%
Value ($000) $1,822 Shares 20,065 Est. Cost $61.56 Unrealized +1.8%
INTC Intel Corp. 0.6%
Value ($000) $1,704 Shares 65,645 Est. Cost $17.19 Unrealized +4.3%
NEE NextEra Energy Inc 0.6%
Value ($000) $1,666 Shares 19,460 Est. Cost $14.17 Unrealized +7.9%
Apache Corp 0.6%
Value ($000) $1,663 Shares 19,349 Est. Cost $83.81 Unrealized
CSCO Cisco Systems 0.6%
Value ($000) $1,661 Shares 74,056 Est. Cost $15.24 Unrealized -0.2%
Jacobs Engineering Group,Inc. 0.5%
Value ($000) $1,450 Shares 23,025 Est. Cost $55.15 Unrealized
Hyster Yale B shares 0.5%
Value ($000) $1,403 Shares 32,000 Est. Cost $43.84 Unrealized
EMN Eastman Chemical Co. 0.5%
Value ($000) $1,357 Shares 16,813 Est. Cost $47.81 Unrealized +12.3%
DHR Danaher Corp 0.5%
Value ($000) $1,326 Shares 17,170 Est. Cost $25.01 Unrealized +18.8%
TRV Travelers Cos Inc. 0.5%
Value ($000) $1,299 Shares 14,350 Est. Cost $63.42 Unrealized +5.3%
VFC V.F. Corp 0.5%
Value ($000) $1,278 Shares 20,496 Est. Cost $49.78 Unrealized +4.7%
GILD Gilead Sci Inc. 0.4%
Value ($000) $1,275 Shares 16,980 Est. Cost $37.60 Unrealized +28.6%
DE Deere & Co 0.4%
Value ($000) $1,274 Shares 13,948 Est. Cost $68.03 Unrealized -0.8%
Noble Corp PLC 0.4%
Value ($000) $1,251 Shares 33,382 Est. Cost $37.48 Unrealized
WMT Wal-Mart Stores Inc 0.4%
Value ($000) $1,237 Shares 15,726 Est. Cost $20.00 Unrealized +1.7%
GIS General Mills Inc 0.4%
Value ($000) $1,216 Shares 24,355 Est. Cost $32.05 Unrealized +2.6%
SO Southern Co 0.4%
Value ($000) $1,211 Shares 29,447 Est. Cost $26.74 Unrealized -8.1%
ABT Abbott Laboratories 0.4%
Value ($000) $1,185 Shares 30,928 Est. Cost $28.86 Unrealized +1.3%
HON Honeywell Intl Inc 0.4%
Value ($000) $1,156 Shares 12,655 Est. Cost $53.13 Unrealized +14.5%
AFL Aflac, Inc. 0.4%
Value ($000) $1,141 Shares 17,075 Est. Cost $20.11 Unrealized +22.4%
CNI Canadian Natl Ry Co 0.4%
Value ($000) $1,105 Shares 19,380 Est. Cost $41.94 Unrealized +5.6%
KMB Kimberly Clark Corp 0.4%
Value ($000) $1,042 Shares 9,976 Est. Cost $63.20 Unrealized +5.0%
GD General Dynamics Corp 0.4%
Value ($000) $1,042 Shares 10,908 Est. Cost $56.44 Unrealized +21.7%
ABBV Abbvie Inc 0.4%
Value ($000) $1,038 Shares 19,657 Est. Cost $26.55 Unrealized +14.5%
CL Colgate Palmolive Co 0.4%
Value ($000) $1,037 Shares 15,900 Est. Cost $44.38 Unrealized +9.1%
BA Boeing Co 0.4%
Value ($000) $1,022 Shares 7,489 Est. Cost $80.37 Unrealized +38.0%
MS Morgan Stanley Dean Witter & Co. 0.4%
Value ($000) $1,020 Shares 32,514 Est. Cost $17.56 Unrealized +24.2%
TEVA Teva Pharmaceutical Inds Ltd Adr 0.4%
Value ($000) $1,018 Shares 25,391 Est. Cost $39.20 Unrealized
STT State Street Corp. 0.4%
Value ($000) $1,011 Shares 13,770 Est. Cost $44.60 Unrealized +13.5%
BK Bank New York Mellon Corp 0.4%
Value ($000) $1,011 Shares 28,935 Est. Cost $21.22 Unrealized +14.5%
CLX Clorox Co 0.3%
Value ($000) $976 Shares 10,520 Est. Cost $60.00 Unrealized +6.3%
Medtronic Inc 0.3%
Value ($000) $943 Shares 16,438 Est. Cost $51.48 Unrealized
PM Philip Morris Intl Inc 0.3%
Value ($000) $921 Shares 10,568 Est. Cost $49.77 Unrealized -3.9%
TGT Target Corp. 0.3%
Value ($000) $918 Shares 14,515 Est. Cost $47.95 Unrealized -7.0%
SYK Stryker Corp. 0.3%
Value ($000) $915 Shares 12,180 Est. Cost $56.92 Unrealized +10.8%
EMR Emerson Elec Co 0.3%
Value ($000) $896 Shares 12,768 Est. Cost $40.31 Unrealized +19.5%
BAC Bank Amer Corp 0.3%
Value ($000) $866 Shares 55,646 Est. Cost $10.15 Unrealized +15.1%
Dow Chemical Co 0.3%
Value ($000) $827 Shares 18,624 Est. Cost $32.16 Unrealized
NKE Nike, Inc. Class B 0.3%
Value ($000) $823 Shares 10,469 Est. Cost $26.53 Unrealized +23.9%
HD Home Depot Inc 0.3%
Value ($000) $799 Shares 9,700 Est. Cost $56.09 Unrealized +4.7%
Alcoa Inc. 0.3%
Value ($000) $792 Shares 74,532 Est. Cost $7.95 Unrealized
AXP American Express Co 0.3%
Value ($000) $778 Shares 8,580 Est. Cost $60.22 Unrealized +15.0%
LOW Lowes Companies Inc 0.3%
Value ($000) $777 Shares 15,681 Est. Cost $32.16 Unrealized +21.7%
TXN Texas Instruments Inc 0.3%
Value ($000) $760 Shares 17,313 Est. Cost $25.31 Unrealized +18.8%
EXPD Expeditors Intl Wash Inc 0.3%
Value ($000) $749 Shares 16,923 Est. Cost $31.76 Unrealized +17.2%
NSRGY Nestle Adr 0.3%
Value ($000) $727 Shares 9,905 Est. Cost $65.46 Unrealized
Kellogg Co 0.3%
Value ($000) $726 Shares 11,880 Est. Cost $38.95 Unrealized -3.0%
BRK/B Berkshire Hathaway Inc Cl B 0.3%
Value ($000) $720 Shares 6,074 Est. Cost $111.67 Unrealized +3.6%
ETR Entergy Corp 0.3%
Value ($000) $715 Shares 11,295 Est. Cost $20.57 Unrealized -5.0%
TJX TJX Cos Inc New 0.3%
Value ($000) $711 Shares 11,164 Est. Cost $20.85 Unrealized +23.3%
Ingersoll-Rand PLC 0.2%
Value ($000) $684 Shares 11,107 Est. Cost $55.56 Unrealized
MO Altria Group Inc 0.2%
Value ($000) $664 Shares 17,286 Est. Cost $16.35 Unrealized +4.8%
AMGN Amgen Inc. 0.2%
Value ($000) $617 Shares 5,412 Est. Cost $73.54 Unrealized +10.3%
LEN Lennar Corporation 0.2%
Value ($000) $605 Shares 15,300 Est. Cost $34.18 Unrealized -10.9%
Unilever Nv New York Shs New 0.2%
Value ($000) $605 Shares 15,039 Est. Cost $39.30 Unrealized
GS Goldman Sachs Group Inc. 0.2%
Value ($000) $592 Shares 3,340 Est. Cost $120.22 Unrealized +8.7%
ACN Accenture PLC 0.2%
Value ($000) $592 Shares 7,200 Est. Cost $63.81 Unrealized -3.6%
Priceline Com Inc 0.2%
Value ($000) $581 Shares 500 Est. Cost $826.00 Unrealized
EMC Corp Mass 0.2%
Value ($000) $575 Shares 22,844 Est. Cost $23.63 Unrealized
LLY Lilly Eli & Co 0.2%
Value ($000) $570 Shares 11,170 Est. Cost $42.09 Unrealized -6.0%
ETN Eaton Corp PLC 0.2%
Value ($000) $568 Shares 7,462 Est. Cost $47.24 Unrealized +12.7%
UNP Union Pacific Corp 0.2%
Value ($000) $555 Shares 3,305 Est. Cost $57.06 Unrealized +6.1%
Walgreen Co 0.2%
Value ($000) $553 Shares 9,632 Est. Cost $44.18 Unrealized
FCX Freeport-McMoRan Copper & Gold 0.2%
Value ($000) $552 Shares 14,615 Est. Cost $24.45 Unrealized +23.0%
MKC McCormick & Co Inc 0.2%
Value ($000) $530 Shares 7,690 Est. Cost $28.19 Unrealized -4.2%
Xerox Corp 0.2%
Value ($000) $516 Shares 42,437 Est. Cost $9.07 Unrealized
Royal Dutch Shell Plc Adr Cl A 0.2%
Value ($000) $507 Shares 7,112 Est. Cost $64.33 Unrealized
Vanguard Total International Stk Index Signal 0.2%
Value ($000) $492 Shares 14,642 Est. Cost $29.45 Unrealized
Precision Castparts Corp 0.2%
Value ($000) $471 Shares 1,750 Est. Cost $226.00 Unrealized
Eber Bros & Co Class A 0.2%
Value ($000) $463 Shares 1,850 Est. Cost $250.27 Unrealized
HAL Halliburton Co 0.2%
Value ($000) $459 Shares 9,043 Est. Cost $33.21 Unrealized +24.3%
Kraft Foods Group Inc 0.2%
Value ($000) $459 Shares 8,522 Est. Cost $55.71 Unrealized
MCHP Microchip Technology Inc. 0.2%
Value ($000) $458 Shares 10,230 Est. Cost $14.01 Unrealized +15.4%
MDLZ Mondelez Intl Inc 0.2%
Value ($000) $450 Shares 12,753 Est. Cost $23.17 Unrealized +10.1%
ADP Automatic Data Processing Inc 0.1%
Value ($000) $422 Shares 5,220 Est. Cost $45.17 Unrealized +13.9%
SYY Sysco Corp 0.1%
Value ($000) $409 Shares 11,320 Est. Cost $24.40 Unrealized -0.1%
BAX Baxter International, Inc. 0.1%
Value ($000) $400 Shares 5,750 Est. Cost $30.42 Unrealized -3.9%
PRU Prudential Financial Inc 0.1%
Value ($000) $384 Shares 4,165 Est. Cost $38.68 Unrealized +33.1%
F Ford Motor Company 0.1%
Value ($000) $382 Shares 24,765 Est. Cost $7.61 Unrealized +18.4%
APD Air Products & Chemicals Inc 0.1%
Value ($000) $369 Shares 3,305 Est. Cost $61.55 Unrealized +21.6%
CMCSA Comcast Corp New Cl A 0.1%
Value ($000) $351 Shares 6,758 Est. Cost $15.68 Unrealized +17.3%
BDX Becton Dickinson & Co 0.1%
Value ($000) $347 Shares 3,145 Est. Cost $78.23 Unrealized +9.6%
Covidien Plc 0.1%
Value ($000) $346 Shares 5,085 Est. Cost $62.83 Unrealized
CHRW C H Robinson Worldwide Inc. New 0.1%
Value ($000) $345 Shares 5,917 Est. Cost $42.87 Unrealized +2.8%
MA Mastercard Inc Cl A 0.1%
Value ($000) $343 Shares 410 Est. Cost $51.54 Unrealized +34.0%
NVS Novartis Ag Sponsored Adr 0.1%
Value ($000) $343 Shares 4,262 Est. Cost $70.67 Unrealized
RIG Transocean Ltd Switzerland 0.1%
Value ($000) $342 Shares 6,930 Est. Cost $50.14 Unrealized -2.4%
CSX CSX Corp 0.1%
Value ($000) $335 Shares 11,650 Est. Cost $6.97 Unrealized +5.7%
C Citigroup Inc Com New 0.1%
Value ($000) $334 Shares 6,409 Est. Cost $35.76 Unrealized +5.3%
D Dominion Res Inc VA New 0.1%
Value ($000) $330 Shares 5,102 Est. Cost $34.53 Unrealized +12.1%
ZBH Zimmer Hldgs Inc 0.1%
Value ($000) $326 Shares 3,498 Est. Cost $67.30 Unrealized +16.3%
Cerner Corp. 0.1%
Value ($000) $323 Shares 5,800 Est. Cost $74.40 Unrealized
IJH Ishares TR Core S&P Mid-Cap ETF 0.1%
Value ($000) $320 Shares 2,390 Est. Cost $116.97 Unrealized
TR Tootsie Roll Inds Inc 0.1%
Value ($000) $319 Shares 9,810 Est. Cost $23.22 Unrealized +2.2%
Blackrock Inc 0.1%
Value ($000) $316 Shares 1,000 Est. Cost $256.81 Unrealized
NUE Nucor Corp 0.1%
Value ($000) $313 Shares 5,855 Est. Cost $32.41 Unrealized +18.2%
Vodafone Group PLC New 0.1%
Value ($000) $312 Shares 7,937 Est. Cost $28.77 Unrealized
AMG Affiliated Managers Group Inc 0.1%
Value ($000) $298 Shares 1,375 Est. Cost $153.14 Unrealized +26.1%
Glaxo Smithkline Sponsored Adr 0.1%
Value ($000) $287 Shares 5,376 Est. Cost $53.39 Unrealized
GLW Corning Inc. 0.1%
Value ($000) $286 Shares 16,075 Est. Cost $10.49 Unrealized +14.9%
ISRG Intuitive Surgical 0.1%
Value ($000) $283 Shares 738 Est. Cost $43.59 Unrealized -3.5%
KSS Kohls Corp 0.1%
Value ($000) $281 Shares 4,960 Est. Cost $49.84 Unrealized +10.0%
Constellation Brands Inc Cl B 0.1%
Value ($000) $280 Shares 4,000 Est. Cost $51.75 Unrealized
DLR Digital Rlty Tr Inc 0.1%
Value ($000) $277 Shares 5,635 Est. Cost $31.09 Unrealized 0.0%
Nabors Industries Ltd 0.1%
Value ($000) $276 Shares 16,235 Est. Cost $15.30 Unrealized
EXC Exelon Corp 0.1%
Value ($000) $274 Shares 10,009 Est. Cost $15.41 Unrealized -15.4%
CCL Carnival Corp 0.1%
Value ($000) $259 Shares 6,437 Est. Cost $27.66 Unrealized +5.8%
FISV Fiserv Inc. 0.1%
Value ($000) $258 Shares 4,370 Est. Cost $24.40 Unrealized +10.6%
Baker Hughes Inc 0.1%
Value ($000) $254 Shares 4,603 Est. Cost $49.10 Unrealized
IWC Ishares Russell MicroCap Index 0.1%
Value ($000) $252 Shares 3,360 Est. Cost $69.23 Unrealized
VLO Valero Energy 0.1%
Value ($000) $252 Shares 5,005 Est. Cost $26.85 Unrealized 0.0%
CTSH Cognizant Tech Solutions Corp Cl A 0.1%
Value ($000) $249 Shares 2,465 Est. Cost $32.90 Unrealized +22.7%
National Oilwell Varco, Inc. 0.1%
Value ($000) $239 Shares 3,010 Est. Cost $68.88 Unrealized
HSY Hershey Company 0.1%
Value ($000) $239 Shares 2,459 Est. Cost $69.67 Unrealized +3.6%
USB US Bancorp Del New 0.1%
Value ($000) $234 Shares 5,794 Est. Cost $22.41 Unrealized +13.2%
Chubb Corp 0.1%
Value ($000) $233 Shares 2,416 Est. Cost $84.49 Unrealized
Sovran Self Storage Inc. 0.1%
Value ($000) $233 Shares 3,570 Est. Cost $64.89 Unrealized
AMZN Amazon Com Inc 0.1%
Value ($000) $229 Shares 574 Est. Cost $13.32 Unrealized +35.0%
Starwood Hotels & Resorts Worldwide Inc 0.1%
Value ($000) $223 Shares 2,805 Est. Cost $79.50 Unrealized
ABBNY ADR ABB Ltd Sponsored 0.1%
Value ($000) $213 Shares 8,030 Est. Cost $23.56 Unrealized
EBAY eBay, Inc. 0.1%
Value ($000) $204 Shares 3,725 Est. Cost $20.18 Unrealized -2.4%
Raytheon Co Com New 0.1%
Value ($000) $204 Shares 2,252 Est. Cost $90.59 Unrealized
ALL Allstate Corp. 0.1%
Value ($000) $204 Shares 3,746 Est. Cost $37.12 Unrealized +10.7%
Steuben Tr Co Hornell, NY 0.1%
Value ($000) $202 Shares 7,562 Est. Cost $26.71 Unrealized
Everflow Eastern Partners LP 0.0%
Value ($000) $97 Shares 11,672 Est. Cost $8.31 Unrealized
AIG Fractional CUSIP 0.0%
Value ($000) $22 Shares 53,077 Est. Cost $0.41 Unrealized
Upstate Systems Tec, Inc Series C 0.0%
Value ($000) $1 Shares 62,222 Est. Cost $0.02 Unrealized
Rayonier Inc REIT Fractional CUSIP 0.0%
Value ($000) $0 Shares 50,000 Est. Cost Unrealized
JCI Limited Zar0.01 0.0%
Value ($000) $0 Shares 29,442 Est. Cost Unrealized