CHEMUNG CANAL TRUST CO Diversified Active

CIK: 0000790354 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 3, 2024

Total Value ($000): $483,827 (100.0% shares, 0.0% debt)

Holdings (121)

XLK SECTOR SPDR 11.5%
Value ($000) $55,702 Shares 289,391 Est. Cost $116.18 Unrealized
MSFT MICROSOFT 4.9%
Value ($000) $23,733 Shares 63,113 Est. Cost $38.24 Unrealized +816.3%
AGG ISHARES 3.8%
Value ($000) $18,192 Shares 183,292 Est. Cost $77.10 Unrealized
CHMG CHEMUNG FINANCIAL CORP 3.5%
Value ($000) $17,171 Shares 344,796 Est. Cost $26.55 Unrealized +57.6%
XLV SECTOR SPDR 3.5%
Value ($000) $16,931 Shares 124,143 Est. Cost $128.19 Unrealized
PG PROCTER 2.9%
Value ($000) $14,222 Shares 97,055 Est. Cost $92.48 Unrealized +52.0%
XLE SECTOR SPDR 2.8%
Value ($000) $13,600 Shares 162,209 Est. Cost $42.33 Unrealized
AAPL APPLE 2.6%
Value ($000) $12,379 Shares 64,297 Est. Cost $93.19 Unrealized +96.2%
JPM JPMORGAN 2.5%
Value ($000) $12,039 Shares 70,778 Est. Cost $96.62 Unrealized +50.0%
JNJ JOHNSON 2.3%
Value ($000) $11,029 Shares 70,365 Est. Cost $91.21 Unrealized +57.4%
AMZN AMAZON.COM 2.2%
Value ($000) $10,660 Shares 70,161 Est. Cost $116.17 Unrealized +20.7%
MCD MCDONALDS CORP 2.1%
Value ($000) $10,093 Shares 34,039 Est. Cost $98.22 Unrealized +163.4%
XLC SECTOR SPDR 2.1%
Value ($000) $10,017 Shares 137,867 Est. Cost $64.75 Unrealized
XLF SECTOR SPDR 2.0%
Value ($000) $9,797 Shares 260,563 Est. Cost $33.71 Unrealized
MRK MERCK 2.0%
Value ($000) $9,617 Shares 88,213 Est. Cost $75.32 Unrealized +28.5%
IVV ISHARES 1.9%
Value ($000) $9,026 Shares 18,898 Est. Cost $349.35 Unrealized
AXP AMERICAN 1.7%
Value ($000) $8,392 Shares 44,797 Est. Cost $151.22 Unrealized +3.8%
GOOG ALPHABET 1.7%
Value ($000) $8,326 Shares 59,078 Est. Cost $107.87 Unrealized +24.8%
PEP PEPSICO 1.7%
Value ($000) $8,323 Shares 49,006 Est. Cost $82.94 Unrealized +85.4%
ADBE ADOBE 1.7%
Value ($000) $8,204 Shares 13,751 Est. Cost $310.35 Unrealized +85.8%
XLI SECTOR SPDR 1.7%
Value ($000) $8,046 Shares 70,581 Est. Cost $102.51 Unrealized
BRK/B BERKSHIRE 1.7%
Value ($000) $7,983 Shares 22,384 Est. Cost $235.15 Unrealized +49.3%
WMT WAL-MART 1.5%
Value ($000) $7,144 Shares 45,315 Est. Cost $33.39 Unrealized +54.7%
BKNG BOOKING 1.5%
Value ($000) $7,041 Shares 1,985 Est. Cost $2402.64 Unrealized +27.7%
QQQ INVESCO 1.4%
Value ($000) $6,727 Shares 16,427 Est. Cost $182.69 Unrealized
UNP UNION 1.3%
Value ($000) $6,496 Shares 26,449 Est. Cost $178.20 Unrealized +17.4%
UNH UNITEDHEALTH 1.3%
Value ($000) $6,361 Shares 12,082 Est. Cost $406.48 Unrealized +25.8%
V VISA 1.3%
Value ($000) $6,227 Shares 23,918 Est. Cost $182.03 Unrealized +33.3%
XSD SPDR 1.3%
Value ($000) $6,216 Shares 27,653 Est. Cost $141.11 Unrealized
XLY SECTOR SPDR 1.3%
Value ($000) $6,120 Shares 34,226 Est. Cost $159.38 Unrealized
XLRE SECTOR SPDR 1.2%
Value ($000) $5,899 Shares 147,260 Est. Cost $35.36 Unrealized
AMGN AMGEN 1.2%
Value ($000) $5,714 Shares 19,838 Est. Cost $240.48 Unrealized +6.1%
CRM SALESFORCE 1.1%
Value ($000) $5,086 Shares 19,328 Est. Cost $199.59 Unrealized +12.0%
CMCSA COMCAST 1.0%
Value ($000) $4,860 Shares 110,843 Est. Cost $35.27 Unrealized +13.7%
XLU SECTOR SPDR 1.0%
Value ($000) $4,691 Shares 74,077 Est. Cost $66.94 Unrealized
ROK ROCKWELL AUTOMATION INC 1.0%
Value ($000) $4,617 Shares 14,871 Est. Cost $220.23 Unrealized +22.6%
TRV THE 0.9%
Value ($000) $4,375 Shares 22,965 Est. Cost $148.90 Unrealized +11.9%
HD HOME 0.9%
Value ($000) $4,162 Shares 12,011 Est. Cost $112.36 Unrealized +161.4%
ECL ECOLAB 0.8%
Value ($000) $4,069 Shares 20,512 Est. Cost $167.82 Unrealized +4.8%
DE DEERE & CO 0.8%
Value ($000) $3,897 Shares 9,746 Est. Cost $394.43 Unrealized -7.4%
EMR EMERSON 0.8%
Value ($000) $3,847 Shares 39,526 Est. Cost $68.12 Unrealized +29.3%
XLP SECTOR SPDR 0.8%
Value ($000) $3,751 Shares 52,075 Est. Cost $69.46 Unrealized
KO COCA-COLA 0.8%
Value ($000) $3,721 Shares 63,141 Est. Cost $40.80 Unrealized +30.5%
IWM ISHARES 0.7%
Value ($000) $3,274 Shares 16,312 Est. Cost $189.65 Unrealized
CNI CANADIAN 0.6%
Value ($000) $3,121 Shares 24,846 Est. Cost $45.73 Unrealized +137.3%
GLW CORNING 0.6%
Value ($000) $3,032 Shares 99,573 Est. Cost $11.25 Unrealized +141.1%
SPMD SPDR 0.6%
Value ($000) $2,972 Shares 60,994 Est. Cost $47.81 Unrealized
HON HONEYWELL 0.5%
Value ($000) $2,471 Shares 11,782 Est. Cost $158.87 Unrealized +8.5%
XLB SECTOR SPDR 0.5%
Value ($000) $2,255 Shares 26,367 Est. Cost $72.21 Unrealized
CVX CHEVRON 0.4%
Value ($000) $2,126 Shares 14,254 Est. Cost $71.47 Unrealized +92.8%
BMY BRISTOL 0.4%
Value ($000) $2,022 Shares 39,408 Est. Cost $53.82 Unrealized -12.6%
IWO ISHARES 0.4%
Value ($000) $1,919 Shares 7,609 Est. Cost $126.39 Unrealized
CSCO CISCO 0.4%
Value ($000) $1,732 Shares 34,288 Est. Cost $40.90 Unrealized +17.3%
ABT ABBOTT 0.3%
Value ($000) $1,608 Shares 14,606 Est. Cost $41.31 Unrealized +132.6%
JCI JOHNSON 0.3%
Value ($000) $1,595 Shares 27,671 Est. Cost $51.59 Unrealized -1.7%
XOM EXXON 0.3%
Value ($000) $1,578 Shares 15,784 Est. Cost $52.77 Unrealized +84.9%
PFE PFIZER 0.3%
Value ($000) $1,524 Shares 52,940 Est. Cost $30.82 Unrealized -14.3%
AMAT APPLIED 0.3%
Value ($000) $1,491 Shares 9,202 Est. Cost $73.05 Unrealized +97.4%
MS MORGAN 0.3%
Value ($000) $1,433 Shares 15,371 Est. Cost $39.96 Unrealized +87.2%
DUK DUKE 0.3%
Value ($000) $1,405 Shares 14,483 Est. Cost $58.82 Unrealized +42.6%
EFA ISHARES 0.3%
Value ($000) $1,400 Shares 18,586 Est. Cost $67.19 Unrealized
RTX RTX 0.3%
Value ($000) $1,398 Shares 16,614 Est. Cost $67.71 Unrealized +11.7%
CL COLGATE PALMOLIVE 0.3%
Value ($000) $1,364 Shares 17,109 Est. Cost $61.48 Unrealized +16.7%
IWN ISHARES 0.3%
Value ($000) $1,337 Shares 8,609 Est. Cost $111.58 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $1,292 Shares 13,462 Est. Cost $86.42 Unrealized +6.7%
NVO NOVO 0.3%
Value ($000) $1,276 Shares 12,336 Est. Cost $79.03 Unrealized
IWD ISHARES 0.3%
Value ($000) $1,248 Shares 7,555 Est. Cost $138.14 Unrealized
GOOGL ALPHABET 0.2%
Value ($000) $1,007 Shares 7,207 Est. Cost $108.30 Unrealized +23.1%
SO SOUTHERN COMPANY 0.2%
Value ($000) $988 Shares 14,083 Est. Cost $34.30 Unrealized +85.9%
GD GENERAL 0.2%
Value ($000) $975 Shares 3,755 Est. Cost $198.14 Unrealized +18.2%
LMT LOCKHEED 0.2%
Value ($000) $964 Shares 2,126 Est. Cost $397.65 Unrealized +5.0%
PAYX PAYCHEX INC 0.2%
Value ($000) $870 Shares 7,305 Est. Cost $99.95 Unrealized +11.1%
GS GOLDMAN 0.2%
Value ($000) $839 Shares 2,174 Est. Cost $179.99 Unrealized +76.5%
KVUE KENVUE 0.2%
Value ($000) $822 Shares 38,160 Est. Cost $21.04 Unrealized -12.5%
VZ VERIZON 0.1%
Value ($000) $714 Shares 18,947 Est. Cost $33.78 Unrealized -8.2%
ADP AUTOMATIC 0.1%
Value ($000) $682 Shares 2,928 Est. Cost $187.80 Unrealized +18.2%
TXN TEXAS 0.1%
Value ($000) $643 Shares 3,770 Est. Cost $110.26 Unrealized +32.0%
TT TRANE 0.1%
Value ($000) $632 Shares 2,593 Est. Cost $214.57 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $629 Shares 3,169 Est. Cost $176.90 Unrealized -2.6%
IDV ISHARES 0.1%
Value ($000) $590 Shares 21,067 Est. Cost $27.02 Unrealized
STZ CONSTELLATION BRANDS INC A 0.1%
Value ($000) $584 Shares 2,414 Est. Cost $191.60 Unrealized +19.0%
DIS WALT 0.1%
Value ($000) $555 Shares 6,151 Est. Cost $97.51 Unrealized -11.6%
ZBH ZIMMER 0.1%
Value ($000) $543 Shares 4,458 Est. Cost $120.16 Unrealized -9.0%
COST COSTCO 0.1%
Value ($000) $508 Shares 770 Est. Cost $105.22 Unrealized +445.0%
VGT VANGUARD 0.1%
Value ($000) $502 Shares 1,038 Est. Cost $200.35 Unrealized
NEE NEXTERA 0.1%
Value ($000) $492 Shares 8,101 Est. Cost $54.68 Unrealized -2.2%
D DOMINION 0.1%
Value ($000) $489 Shares 10,403 Est. Cost $52.98 Unrealized -24.2%
ORLY O'REILLY 0.1%
Value ($000) $477 Shares 502 Est. Cost $44.38 Unrealized +42.4%
BLACKROCK 0.1%
Value ($000) $470 Shares 579 Est. Cost $706.11 Unrealized
RY ROYAL 0.1%
Value ($000) $460 Shares 4,547 Est. Cost $88.02 Unrealized +0.1%
CARR CARRIER 0.1%
Value ($000) $442 Shares 7,695 Est. Cost $17.13 Unrealized +200.9%
USB US BANCORP 0.1%
Value ($000) $412 Shares 9,526 Est. Cost $34.93 Unrealized -5.2%
PANW PALO 0.1%
Value ($000) $411 Shares 1,393 Est. Cost $79.93 Unrealized +67.3%
TJX TJX 0.1%
Value ($000) $394 Shares 4,201 Est. Cost $46.72 Unrealized +86.8%
GLD SPDR 0.1%
Value ($000) $382 Shares 2,000 Est. Cost $113.55 Unrealized
DHR DANAHER 0.1%
Value ($000) $366 Shares 1,584 Est. Cost $108.39 Unrealized +94.1%
MA MASTERCARD 0.1%
Value ($000) $359 Shares 841 Est. Cost $329.57 Unrealized +20.5%
TMO THERMO 0.1%
Value ($000) $351 Shares 661 Est. Cost $540.35 Unrealized -11.0%
TMP TOMPKINS 0.1%
Value ($000) $343 Shares 5,697 Est. Cost $52.02 Unrealized -5.1%
OTIS OTIS 0.1%
Value ($000) $338 Shares 3,782 Est. Cost $48.71 Unrealized +64.7%
LABORATORY CRP OF AMER HLDGS 0.1%
Value ($000) $325 Shares 1,432 Est. Cost $126.08 Unrealized
IWY ISHARES 0.1%
Value ($000) $322 Shares 1,839 Est. Cost $121.26 Unrealized
SPY STANDARD & POORS 0.1%
Value ($000) $316 Shares 664 Est. Cost $319.36 Unrealized
IJT ISHARES 0.1%
Value ($000) $313 Shares 2,498 Est. Cost $138.83 Unrealized
BCE BCE 0.1%
Value ($000) $307 Shares 7,796 Est. Cost $33.81 Unrealized -4.0%
LLY ELI 0.1%
Value ($000) $300 Shares 515 Est. Cost $131.39 Unrealized +337.7%
SDY SPDR 0.1%
Value ($000) $273 Shares 2,184 Est. Cost $91.39 Unrealized
INTC INTEL 0.1%
Value ($000) $268 Shares 5,330 Est. Cost $40.04 Unrealized 0.0%
ABBV ABBVIE 0.1%
Value ($000) $263 Shares 1,700 Est. Cost $43.24 Unrealized +213.9%
NOW SERVICENOW 0.1%
Value ($000) $256 Shares 362 Est. Cost $99.98 Unrealized +26.1%
MDT MEDTRONIC 0.1%
Value ($000) $252 Shares 3,056 Est. Cost $81.08 Unrealized -11.9%
VYM VANGUARD 0.1%
Value ($000) $250 Shares 2,244 Est. Cost $81.09 Unrealized
MAR MARRIOTT INTERNATIONAL INC CL A 0.1%
Value ($000) $249 Shares 1,105 Est. Cost $159.84 Unrealized +24.2%
SYK STRYKER 0.0%
Value ($000) $229 Shares 766 Est. Cost $224.09 Unrealized +22.6%
IJK ISHARES 0.0%
Value ($000) $226 Shares 2,848 Est. Cost $71.51 Unrealized
IWF ISHARES 0.0%
Value ($000) $226 Shares 744 Est. Cost $303.17 Unrealized
IBM INTL 0.0%
Value ($000) $215 Shares 1,314 Est. Cost $141.50 Unrealized 0.0%
ITW ILLINOIS 0.0%
Value ($000) $213 Shares 813 Est. Cost $227.33 Unrealized 0.0%
VEA VANGUARD 0.0%
Value ($000) $205 Shares 4,289 Est. Cost $47.90 Unrealized
TFC TRUIST 0.0%
Value ($000) $204 Shares 5,539 Est. Cost $31.25 Unrealized -9.7%
HHDS HIGHLANDS 0.0%
Value ($000) $0 Shares 10,497 Est. Cost $0.02 Unrealized