CANANDAIGUA NATIONAL CORP

Position in OTIS — Otis Worldwide Corp

CIK 759458 CANANDAIGUA, NY

Position in OTIS

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$2,118,543

-$123,315 QoQ

Shares Held

27,485

-4.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Industrials · as of Mar 31, 2026

CANANDAIGUA NATIONAL CORP holds $12,348,469 across 8 Specialty Industrial Machinery names. OTIS ranks #3 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	7,294	$2,608,844
2	GEV	GE Vernova Inc.	2,444	$2,133,367
3	OTIS	Otis Worldwide Corp This page	27,485	$2,118,543
4	CMI	Cummins Inc	3,924	$2,111,190
5	EMR	Emerson Electric Co	12,806	$1,677,842
6	ITW	Illinois Tool Works Inc	3,457	$899,822
7	DOV	DOVER Corp	2,186	$455,671
8	AME	Ametek Inc/	1,601	$343,190

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,118,543	27,485	-4.0%	Shares	Sole	2026-04-08
2022-12-31	$2,241,858	28,628	-1.0%	Shares	Sole	2023-01-25
2022-09-30	$1,844,649	28,913	+58.3%	Shares	Sole	2022-10-05
2022-06-30	$1,290,504	18,261	+2.8%	Shares	Sole	2022-07-05
2022-03-31	$1,367,016	17,765	-3.5%	Shares	Sole	2022-05-09
2021-12-31	$1,603,219	18,413	+4.0%	Shares	Sole	2022-01-04
2021-09-30	$1,456,602	17,703	-5.4%	Shares	Sole	2021-10-04
2021-06-30	$1,530,652	18,719	+1.6%	Shares	Sole	2021-07-06
2021-03-31	$1,261,054	18,423	-21.9%	Shares	Sole	2021-04-05
2020-12-31	$1,594,382	23,603	-33.8%	Shares	Sole	2021-02-11
2020-09-30	$2,224,461	35,637	-5.1%	Shares	Sole	2020-10-19
2020-06-30	$2,135,434	37,556	—	Shares	Sole	2020-07-07
No filing history on record for this holder in this stock.