CHEMUNG CANAL TRUST CO Diversified Active

CIK: 0000790354 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 17, 2024

Total Value ($000): $518,015 (100.0% shares, 0.0% debt)

Holdings (121)

XLK SECTOR SPDR 10.9%
Value ($000) $56,286 Shares 270,256 Est. Cost $116.18 Unrealized
MSFT MICROSOFT 5.3%
Value ($000) $27,350 Shares 65,008 Est. Cost $48.76 Unrealized +718.8%
XLV SECTOR SPDR 3.6%
Value ($000) $18,759 Shares 126,983 Est. Cost $128.62 Unrealized
XLE SECTOR SPDR 3.5%
Value ($000) $17,896 Shares 189,558 Est. Cost $49.84 Unrealized
AGG ISHARES 3.2%
Value ($000) $16,450 Shares 167,962 Est. Cost $77.10 Unrealized
CHMG CHEMUNG FINANCIAL CORP 2.8%
Value ($000) $14,545 Shares 342,401 Est. Cost $26.55 Unrealized +60.6%
MRK MERCK 2.7%
Value ($000) $13,908 Shares 105,407 Est. Cost $81.92 Unrealized +41.3%
JPM JPMORGAN 2.7%
Value ($000) $13,886 Shares 69,328 Est. Cost $96.62 Unrealized +79.7%
XLC SECTOR SPDR 2.2%
Value ($000) $11,180 Shares 136,906 Est. Cost $64.75 Unrealized
JNJ JOHNSON 2.1%
Value ($000) $11,109 Shares 70,227 Est. Cost $91.21 Unrealized +64.7%
XSD SPDR 2.0%
Value ($000) $10,380 Shares 44,720 Est. Cost $175.84 Unrealized
PG PROCTER 1.9%
Value ($000) $10,067 Shares 62,049 Est. Cost $92.48 Unrealized +62.0%
AMZN AMAZON.COM 1.9%
Value ($000) $10,015 Shares 55,521 Est. Cost $116.17 Unrealized +43.7%
AXP AMERICAN 1.8%
Value ($000) $9,556 Shares 41,970 Est. Cost $151.22 Unrealized +34.2%
XLI SECTOR SPDR 1.8%
Value ($000) $9,113 Shares 72,349 Est. Cost $103.08 Unrealized
IVV ISHARES 1.7%
Value ($000) $8,799 Shares 16,736 Est. Cost $349.35 Unrealized
UNP UNION 1.7%
Value ($000) $8,635 Shares 35,110 Est. Cost $192.36 Unrealized +22.5%
PEP PEPSICO 1.6%
Value ($000) $8,257 Shares 47,181 Est. Cost $82.94 Unrealized +89.6%
WMT WAL-MART 1.6%
Value ($000) $8,167 Shares 135,733 Est. Cost $48.48 Unrealized +15.6%
CL COLGATE PALMOLIVE 1.5%
Value ($000) $7,984 Shares 88,667 Est. Cost $77.50 Unrealized +4.9%
BRK/B BERKSHIRE 1.5%
Value ($000) $7,838 Shares 18,638 Est. Cost $235.15 Unrealized +67.3%
BKNG BOOKING 1.4%
Value ($000) $7,336 Shares 2,022 Est. Cost $2422.87 Unrealized +44.8%
AAPL APPLE 1.4%
Value ($000) $7,335 Shares 42,776 Est. Cost $93.19 Unrealized +93.4%
QQQ INVESCO 1.4%
Value ($000) $7,252 Shares 16,332 Est. Cost $182.69 Unrealized
ECL ECOLAB 1.3%
Value ($000) $6,953 Shares 30,113 Est. Cost $180.61 Unrealized +15.1%
XLY SECTOR SPDR 1.2%
Value ($000) $6,420 Shares 34,910 Est. Cost $159.86 Unrealized
DE DEERE & CO 1.2%
Value ($000) $6,272 Shares 15,271 Est. Cost $386.51 Unrealized -3.6%
DIS WALT 1.1%
Value ($000) $5,951 Shares 48,638 Est. Cost $101.77 Unrealized +0.6%
XLRE SECTOR SPDR 1.1%
Value ($000) $5,934 Shares 150,107 Est. Cost $35.44 Unrealized
XLF SECTOR SPDR 1.1%
Value ($000) $5,857 Shares 139,063 Est. Cost $33.71 Unrealized
MCD MCDONALDS CORP 1.1%
Value ($000) $5,823 Shares 20,654 Est. Cost $98.22 Unrealized +183.0%
CRM SALESFORCE 1.1%
Value ($000) $5,724 Shares 19,006 Est. Cost $199.59 Unrealized +42.9%
ZBH ZIMMER 1.1%
Value ($000) $5,546 Shares 42,022 Est. Cost $122.38 Unrealized +0.2%
V VISA 1.0%
Value ($000) $5,416 Shares 19,408 Est. Cost $182.03 Unrealized +49.6%
XLU SECTOR SPDR 1.0%
Value ($000) $5,317 Shares 80,983 Est. Cost $66.83 Unrealized
TRV THE 1.0%
Value ($000) $5,231 Shares 22,728 Est. Cost $148.90 Unrealized +38.8%
STZ CONSTELLATION BRANDS INC A 0.9%
Value ($000) $4,787 Shares 17,614 Est. Cost $236.29 Unrealized +3.0%
USB US BANCORP 0.9%
Value ($000) $4,740 Shares 106,044 Est. Cost $38.31 Unrealized +0.9%
GOOG ALPHABET 0.9%
Value ($000) $4,722 Shares 31,013 Est. Cost $107.87 Unrealized +32.8%
BAC BANK 0.9%
Value ($000) $4,584 Shares 120,878 Est. Cost $32.80 Unrealized 0.0%
HD HOME 0.9%
Value ($000) $4,572 Shares 11,919 Est. Cost $112.36 Unrealized +210.2%
EMR EMERSON 0.9%
Value ($000) $4,495 Shares 39,629 Est. Cost $68.12 Unrealized +45.9%
MDT MEDTRONIC 0.8%
Value ($000) $4,175 Shares 47,902 Est. Cost $80.68 Unrealized -0.0%
ICE INTERCONTINENTAL 0.8%
Value ($000) $4,033 Shares 29,343 Est. Cost $129.80 Unrealized 0.0%
TMO THERMO 0.8%
Value ($000) $3,955 Shares 6,804 Est. Cost $556.03 Unrealized +0.3%
KO COCA-COLA 0.7%
Value ($000) $3,824 Shares 62,502 Est. Cost $40.80 Unrealized +39.0%
ADBE ADOBE 0.7%
Value ($000) $3,573 Shares 7,081 Est. Cost $310.35 Unrealized +84.7%
IWM ISHARES 0.7%
Value ($000) $3,540 Shares 16,835 Est. Cost $190.29 Unrealized
GLW CORNING 0.6%
Value ($000) $3,282 Shares 99,573 Est. Cost $11.25 Unrealized +170.7%
CNI CANADIAN 0.6%
Value ($000) $3,271 Shares 24,835 Est. Cost $45.73 Unrealized +169.1%
SPMD SPDR 0.6%
Value ($000) $3,253 Shares 60,994 Est. Cost $47.81 Unrealized
XLP SECTOR SPDR 0.6%
Value ($000) $3,147 Shares 41,216 Est. Cost $69.46 Unrealized
UNH UNITEDHEALTH 0.5%
Value ($000) $2,577 Shares 5,209 Est. Cost $406.48 Unrealized +20.3%
HON HONEYWELL 0.5%
Value ($000) $2,507 Shares 12,215 Est. Cost $159.65 Unrealized +13.2%
XLB SECTOR SPDR 0.5%
Value ($000) $2,444 Shares 26,315 Est. Cost $72.21 Unrealized
BMY BRISTOL 0.4%
Value ($000) $2,224 Shares 41,012 Est. Cost $53.52 Unrealized -13.7%
CVX CHEVRON 0.4%
Value ($000) $2,209 Shares 14,005 Est. Cost $71.47 Unrealized +94.5%
IWO ISHARES 0.4%
Value ($000) $2,061 Shares 7,609 Est. Cost $126.39 Unrealized
AMGN AMGEN 0.4%
Value ($000) $1,987 Shares 6,987 Est. Cost $240.48 Unrealized +14.8%
AMAT APPLIED 0.4%
Value ($000) $1,835 Shares 8,898 Est. Cost $73.05 Unrealized +146.9%
JCI JOHNSON 0.3%
Value ($000) $1,795 Shares 27,483 Est. Cost $51.59 Unrealized +9.7%
XOM EXXON 0.3%
Value ($000) $1,733 Shares 14,911 Est. Cost $52.77 Unrealized +85.9%
PFE PFIZER 0.3%
Value ($000) $1,703 Shares 61,365 Est. Cost $29.97 Unrealized -17.7%
ABT ABBOTT 0.3%
Value ($000) $1,592 Shares 14,006 Est. Cost $41.31 Unrealized +168.1%
NVO NOVO 0.3%
Value ($000) $1,537 Shares 11,972 Est. Cost $79.03 Unrealized
EFA ISHARES 0.3%
Value ($000) $1,474 Shares 18,456 Est. Cost $67.19 Unrealized
RTX RTX 0.3%
Value ($000) $1,469 Shares 15,061 Est. Cost $67.71 Unrealized +28.2%
MS MORGAN 0.3%
Value ($000) $1,462 Shares 15,531 Est. Cost $40.40 Unrealized +106.0%
DUK DUKE 0.3%
Value ($000) $1,386 Shares 14,329 Est. Cost $58.82 Unrealized +50.4%
CSCO CISCO 0.3%
Value ($000) $1,377 Shares 27,598 Est. Cost $40.90 Unrealized +15.4%
IWD ISHARES 0.3%
Value ($000) $1,300 Shares 7,260 Est. Cost $138.14 Unrealized
IWN ISHARES 0.2%
Value ($000) $1,294 Shares 8,148 Est. Cost $111.58 Unrealized
GD GENERAL 0.2%
Value ($000) $1,160 Shares 4,106 Est. Cost $203.25 Unrealized +26.9%
CMCSA COMCAST 0.2%
Value ($000) $1,144 Shares 26,396 Est. Cost $35.27 Unrealized +15.2%
GOOGL ALPHABET 0.2%
Value ($000) $1,089 Shares 7,215 Est. Cost $108.30 Unrealized +31.1%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,005 Shares 10,993 Est. Cost $86.42 Unrealized +2.5%
LMT LOCKHEED 0.2%
Value ($000) $1,000 Shares 2,199 Est. Cost $398.25 Unrealized +4.4%
SO SOUTHERN COMPANY 0.2%
Value ($000) $991 Shares 13,807 Est. Cost $34.30 Unrealized +88.8%
VZ VERIZON 0.2%
Value ($000) $912 Shares 21,743 Est. Cost $34.06 Unrealized +5.5%
GS GOLDMAN 0.2%
Value ($000) $883 Shares 2,115 Est. Cost $179.99 Unrealized +106.8%
PAYX PAYCHEX INC 0.2%
Value ($000) $881 Shares 7,172 Est. Cost $99.95 Unrealized +14.7%
KVUE KENVUE 0.2%
Value ($000) $779 Shares 36,307 Est. Cost $21.04 Unrealized -10.4%
TT TRANE 0.2%
Value ($000) $778 Shares 2,593 Est. Cost $214.57 Unrealized +24.5%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $739 Shares 3,738 Est. Cost $178.33 Unrealized +4.5%
ADP AUTOMATIC 0.1%
Value ($000) $722 Shares 2,892 Est. Cost $187.80 Unrealized +24.7%
TXN TEXAS 0.1%
Value ($000) $652 Shares 3,745 Est. Cost $110.26 Unrealized +43.2%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $583 Shares 2,000 Est. Cost $220.23 Unrealized +26.6%
VGT VANGUARD 0.1%
Value ($000) $544 Shares 1,038 Est. Cost $200.35 Unrealized
ORLY O'REILLY 0.1%
Value ($000) $541 Shares 479 Est. Cost $44.38 Unrealized +57.6%
TFC TRUIST 0.1%
Value ($000) $519 Shares 13,323 Est. Cost $32.49 Unrealized +2.7%
NEE NEXTERA 0.1%
Value ($000) $518 Shares 8,101 Est. Cost $54.68 Unrealized +1.3%
NOW SERVICENOW 0.1%
Value ($000) $511 Shares 670 Est. Cost $123.67 Unrealized +22.5%
BLACKROCK 0.1%
Value ($000) $506 Shares 607 Est. Cost $712.00 Unrealized
COST COSTCO 0.1%
Value ($000) $478 Shares 653 Est. Cost $105.22 Unrealized +571.7%
D DOMINION 0.1%
Value ($000) $468 Shares 9,511 Est. Cost $52.98 Unrealized -19.5%
CARR CARRIER 0.1%
Value ($000) $460 Shares 7,915 Est. Cost $18.18 Unrealized +202.2%
IDV ISHARES 0.1%
Value ($000) $431 Shares 15,365 Est. Cost $27.02 Unrealized
TJX TJX 0.1%
Value ($000) $426 Shares 4,201 Est. Cost $46.72 Unrealized +102.5%
GLD SPDR 0.1%
Value ($000) $411 Shares 2,000 Est. Cost $113.55 Unrealized
MA MASTERCARD 0.1%
Value ($000) $405 Shares 841 Est. Cost $329.57 Unrealized +37.3%
DHR DANAHER 0.1%
Value ($000) $396 Shares 1,584 Est. Cost $108.39 Unrealized +122.8%
LLY ELI 0.1%
Value ($000) $394 Shares 506 Est. Cost $131.39 Unrealized +434.7%
PANW PALO 0.1%
Value ($000) $383 Shares 1,347 Est. Cost $79.93 Unrealized +97.3%
OTIS OTIS 0.1%
Value ($000) $379 Shares 3,815 Est. Cost $48.71 Unrealized +83.8%
RY ROYAL 0.1%
Value ($000) $361 Shares 3,582 Est. Cost $88.02 Unrealized +12.1%
SPY STANDARD & POORS 0.1%
Value ($000) $347 Shares 664 Est. Cost $319.36 Unrealized
IWY ISHARES 0.1%
Value ($000) $331 Shares 1,699 Est. Cost $121.26 Unrealized
LABORATORY CRP OF AMER HLDGS 0.1%
Value ($000) $313 Shares 1,432 Est. Cost $126.08 Unrealized
ABBV ABBVIE 0.1%
Value ($000) $310 Shares 1,700 Est. Cost $43.24 Unrealized +274.7%
SYK STRYKER 0.1%
Value ($000) $295 Shares 825 Est. Cost $231.69 Unrealized +42.6%
MAR MARRIOTT INTERNATIONAL INC CL A 0.1%
Value ($000) $289 Shares 1,146 Est. Cost $162.62 Unrealized +46.2%
SDY SPDR 0.1%
Value ($000) $287 Shares 2,184 Est. Cost $91.39 Unrealized
VYM VANGUARD 0.1%
Value ($000) $272 Shares 2,244 Est. Cost $81.09 Unrealized
IJK ISHARES 0.1%
Value ($000) $260 Shares 2,848 Est. Cost $71.51 Unrealized
IBM INTL 0.0%
Value ($000) $251 Shares 1,314 Est. Cost $141.50 Unrealized +22.0%
IJT ISHARES 0.0%
Value ($000) $238 Shares 1,822 Est. Cost $138.83 Unrealized
IWF ISHARES 0.0%
Value ($000) $237 Shares 702 Est. Cost $303.17 Unrealized
INTC INTEL 0.0%
Value ($000) $235 Shares 5,330 Est. Cost $40.04 Unrealized +10.0%
ITW ILLINOIS 0.0%
Value ($000) $218 Shares 813 Est. Cost $227.33 Unrealized +8.9%
IR INGERSOLL 0.0%
Value ($000) $214 Shares 2,249 Est. Cost $85.38 Unrealized 0.0%
HHDS HIGHLANDS 0.0%
Value ($000) $1 Shares 10,497 Est. Cost $0.02 Unrealized