Canandaigua National Trust Co. of Florida
Canandaigua National Trust Company of Florida is a trust company headquartered in Sarasota, Florida. The firm is a subsidiary of Canandaigua National Corporation, providing clients with customized investment management, trust administration, and financial planning services. The company serves individuals and families seeking personal investment and fiduciary solutions. The parent company, Canandaigua National Corporation, has a long history through its main New York banking arm, but the Florida trust company operates with a distinct regional focus and a lean, specialized team.
Investment Strategy
Canandaigua National Trust Company of Florida provides tailored investment management focused on clients' individual financial goals. Their approach emphasizes personal service, prudent diversification, and long-term financial planning, including fiduciary and trust administration. Investment choices are selected according to risk tolerance, income requirements, and legacy needs, typically leveraging a disciplined, client-centric investment process rather than high turnover strategies.
Top Holdings
Equity Positions (106)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LLY | Lilly Eli & Co | 11.30% | $14.3M | 18,688 | $884.50 | $763.00 | -$2.7M |
S SPY | SPDR S&P 500 ETF Trust | 7.44% | $9.4M | 14,090 | $578.66 | $666.18 | -$551.0K |
I IUSV | iShares Core S&P US Value ETF | 5.83% | $7.4M | 73,643 | $95.53 | $99.95 | +$908.9K |
S SPYG | SPDR S&P 500 Growth ETF | 5.23% | $6.6M | 63,136 | $84.90 | $104.51 | +$855.3K |
F FNDF | Schwab Fundamental Intl Equity ETF | 5.00% | $6.3M | 147,038 | $37.78 | $42.96 | +$515.5K |