CIK: 0001736260
Total reported value
$340.4M
Reporting period: 2026-03-31 · Number of holdings: 174
Cornell Pochily Investment Advisors, Inc. disclosed 174 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $340.4M and a quarterly turnover rate of 14.8%.
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Cornell Pochily Investment Advisors, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.020 — mathematically equivalent to about 49 equally-sized positions, well below its 174 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.60), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 51% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend | |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 7.57% | -0.66% | -2.71% | ||
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.14% | -0.34% | -0.93% | ||
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 5.09% | +0.38% | +11.45% | ||
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.25% | -0.19% | -2.02% | ||
| 5 | TMP | Tompkins Financial CORP | Stock-Other | 2.82% | +0.24% | -0.92% | ||
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 2.35% | +0.64% | -3.62% | ||
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.32% | -0.20% | -0.96% | ||
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.11% | -0.54% | +2.62% | ||
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.90% | -0.73% | -25.00% | ||
| 10 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.85% | — | +2.19% | ||
| 11 | CAT | Caterpillar INC | Stock-Industrials | 1.71% | +0.34% | -0.68% | ||
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.67% | -0.08% | +0.48% | ||
| 13 | ABBV | Abbvie INC | Stock-Healthcare | 1.61% | -0.15% | -4.99% | ||
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.49% | -0.10% | +1.12% | ||
| 15 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.47% | — | +5.44% | ||
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.45% | -0.16% | -7.16% | ||
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.39% | — | +1.08% | ||
| 18 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.37% | — | +4.20% | ||
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.36% | +0.13% | -7.15% | ||
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.35% | — | +3.80% | ||
| 21 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.34% | +0.24% | +20.91% | ||
| 22 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.33% | +0.23% | +19.41% | ||
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.32% | — | -0.03% | ||
| 24 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.27% | +0.28% | +27.25% | ||
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.24% | -0.11% | -1.37% | ||
| 26 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.15% | — | -0.71% | ||
| 27 | EMR | Emerson Electric Co | Stock-Industrials | 1.12% | — | -0.29% | ||
| 28 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.01% | +0.49% | +93.12% | ||
| 29 | VZ | Verizon Communications INC | Stock-Comm Services | 1.00% | +0.23% | +3.67% | ||
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.94% | -0.17% | +2.31% | ||
| 31 | CGXU | Cap Group Intl Focus | ETF-Other | 0.90% | +0.14% | +16.21% | ||
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.87% | +0.15% | +2.70% | ||
| 33 | CVX | Chevron CORP | Stock-Energy | 0.84% | +0.20% | -3.67% | ||
| 34 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 0.79% | -0.13% | -0.84% | ||
| 35 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.75% | — | +0.94% | ||
| 36 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 0.74% | +0.12% | +19.71% | ||
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.73% | -0.18% | -3.13% | ||
| 38 | JHSC | John Hancock Multi Small Cap | ETF-Small Cap | 0.73% | — | +8.34% | ||
| 39 | AMGN | Amgen INC | Stock-Healthcare | 0.72% | — | +0.01% | ||
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.72% | — | -0.15% | ||
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.68% | — | -4.01% | ||
| 42 | PANW | Palo Alto Networks INC | Stock-Tech | 0.66% | -0.07% | +2.03% | ||
| 43 | DUK | Duke Energy CORP | Stock-Utilities | 0.65% | — | -2.05% | ||
| 44 | CSCO | Cisco Systems INC | Stock-Tech | 0.64% | — | -1.15% | ||
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.63% | — | +3.20% | ||
| 46 | IDV | Ishares International Select | ETF-Other | 0.63% | +0.17% | +25.54% | ||
| 47 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.62% | — | -2.35% | ||
| 48 | GLW | Corning INC | Stock-Tech | 0.60% | +0.25% | +10.72% | ||
| 49 | DE | Deere & Co | Stock-Industrials | 0.60% | +0.11% | +0.58% | ||
| 50 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.60% | — | +1.80% |
Performance for Q3 2026
+3.8%
Performance Last 4 Quarters
+23.3%
Based on 72% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026-03-31 | 174 | $340.4M | 15 | ||
| 2025-12-31 | 182 | $345.0M | 10 | ||
| 2025-09-30 | 177 | $335.0M | 24 | ||
| 2025-06-30 | 178 | $305.7M | 0 | ||
| 2025-03-31 | 165 | $284.4M | 100 | ||
| 2024-12-31 | 167 | $286.4M | 0 | ||
| 2024-09-30 | 175 | $288.0M | 0 | ||
| 2024-06-30 | 166 | $263.0M | 0 | ||
| 2024-03-31 | 168 | $252.1M | 0 | ||
| 2023-12-31 | 171 | $241.3M | 0 | ||
| 2023-09-30 | 167 | $229.5M | 0 | ||
| 2023-06-30 | 167 | $243.1M | 0 | ||
| 2023-03-31 | 166 | $233.5M | 0 | ||
| 2022-12-31 | 170 | $223.9M | 0 | ||
| 2022-09-30 | 164 | $228.5M | 0 | ||
| 2022-06-30 | 164 | $224.1M | 0 | ||
| 2022-03-31 | 166 | $256.9M | 0 | ||
| 2021-12-31 | 163 | $256.9M | 0 | ||
| 2021-09-30 | 160 | $231.0M | 0 | ||
| 2021-06-30 | 159 | $227.5M | 96 | ||
| 2021-03-31 | 147 | $208.5M | 16 | ||
| 2020-12-31 | 150 | $208.0M | 20 | ||
| 2020-09-30 | 141 | $174.4M | 16 | ||
| 2020-06-30 | 138 | $161.2M | 22 | ||
| 2020-03-31 | 127 | $134.9M | 24 | ||
| 2019-12-31 | 135 | $167.6M | 12 | ||
| 2019-09-30 | 132 | $156.4M | 90 | ||
| 2019-06-30 | 146 | $397.9M | 94 | ||
| 2019-03-31 | 128 | $146.5M | 22 | ||
| 2018-12-31 | 132 | $154.5M | 23 | ||
| 2018-09-30 | 127 | $147.7M | 18 | ||
| 2018-06-30 | 125 | $144.8M | 18 | ||
| 2018-03-31 | 125 | $141.2M | 19 | ||
| 2017-12-31 | 127 | $154.9M | 0 |
Cornell Pochily Investment Advisors, Inc.'s most significant position changes for 2026-03-31: Sold out: Vanguard Dividend Apprec ETF (VIG); New buy: Ishares Ibonds Dec 2031 CORP (IBDW); New buy: Ishares Russell 1000 Value E (IWD); Sold out: Adobe INC (ADBE); Sold out: Comcast Corp-class A (CMCSA).
| # | Ticker | Issuer | Weight Change | Shares Change | Action | |
|---|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.6% | -3.62% | Trim | |
| 2 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.5% | +93.12% | Add | |
| 3 | ITOT | Ishares Core S&p Total U.s. | +0.4% | +11.45% | Add | |
| 4 | CAT | Caterpillar INC | +0.3% | -0.68% | Trim | |
| 5 | IBDU | Ishares Ibonds Dec 2029 Term | +0.3% | +27.25% | Add | |
| 6 | GLW | Corning INC | +0.3% | +10.72% | Add | |
| 7 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.2% | +20.91% | Add | |
| 8 | TMP | Tompkins Financial CORP | +0.2% | -0.92% | Trim | |
| 9 | VZ | Verizon Communications INC | +0.2% | +3.67% | Add | |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.2% | +19.41% | Add | |
| 11 | CVX | Chevron CORP | +0.2% | -3.67% | Trim | |
| 12 | IDV | Ishares International Select | +0.2% | +25.54% | Add | |
| 13 | COST | Costco Wholesale CORP | +0.2% | +2.70% | Add | |
| 14 | CGXU | Cap Group Intl Focus | +0.1% | +16.21% | Add | |
| 15 | JNJ | Johnson & Johnson | +0.1% | -7.15% | Trim | |
| 16 | FMDE | Fidelity Enhanced Mid Cap Co | +0.1% | +19.71% | Add | |
| 17 | DE | Deere & Co | +0.1% | +0.58% | Add | |
| 18 | LMT | Lockheed Martin CORP | +0.1% | -3.17% | Trim | |
| 19 | PANW | Palo Alto Networks INC | -0.1% | +2.03% | Add | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +0.48% | Add | |
| 21 | BKNG | Booking Holdings INC | -0.1% | -1.92% | Trim | |
| 22 | TSLA | Tesla INC | -0.1% | — | Unchanged | |
| 23 | JPM | Jpmorgan Chase & Co | -0.1% | +1.12% | Add | |
| 24 | GOOGL | Alphabet Inc-cl A | -0.1% | -1.37% | Trim | |
| 25 | QCOM | Qualcomm INC | -0.1% | -0.96% | Trim | |
| 26 | GIS | General Mills INC | -0.1% | -52.34% | Trim | |
| 27 | SPGI | S&p Global INC | -0.1% | -58.91% | Trim | |
| 28 | LMBS | First Trust Low Duration Opp | -0.1% | -50.35% | Trim | |
| 29 | TMO | Thermo Fisher Scientific INC | -0.1% | -0.84% | Trim | |
| 30 | PAYX | Paychex INC | -0.1% | -14.11% | Trim | |
| 31 | ABBV | Abbvie INC | -0.2% | -4.99% | Trim | |
| 32 | CRM | Salesforce INC | -0.2% | +0.29% | Add | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -7.16% | Trim | |
| 34 | IBM | Intl Business Machines CORP | -0.2% | +2.31% | Add | |
| 35 | ABT | Abbott Laboratories | -0.2% | -3.13% | Trim | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -2.02% | Trim | |
| 37 | GOOG | Alphabet Inc-cl C | -0.2% | -0.96% | Trim | |
| 38 | NVDA | Nvidia CORP | -0.3% | -0.93% | Trim | |
| 39 | MSFT | Microsoft CORP | -0.5% | +2.62% | Add | |
| 40 | AAPL | Apple INC | -0.7% | -2.71% | Trim | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | -0.7% | -25.00% | Trim | |
| 42 | VIG | Vanguard Dividend Apprec ETF | — | EXIT | Sold out | |
| 43 | IBDW | Ishares Ibonds Dec 2031 CORP | — | NEW | New buy | |
| 44 | IWD | Ishares Russell 1000 Value E | — | NEW | New buy | |
| 45 | ADBE | Adobe INC | — | EXIT | Sold out | |
| 46 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out | |
| 47 | NUE | Nucor CORP | — | NEW | New buy | |
| 48 | FBND | Fidelity Total Bond ETF | — | EXIT | Sold out | |
| 49 | INTU | Intuit INC | — | EXIT | Sold out | |
| 50 | UNH | Unitedhealth Group INC | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-17 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-20 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-27 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-21 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-17 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-22 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-15 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-17 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-17 | Amendment | View on EDGAR |
| 2024-03-31 | 2024-04-23 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-18 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-13 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-20 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-17 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-01 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-12 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-20 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-29 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-29 | Amendment | View on EDGAR |
| 2021-12-31 | 2022-01-19 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-21 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-23 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-22 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-01 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-14 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-24 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-23 | Amendment | View on EDGAR |
| 2020-03-31 | 2020-04-16 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-29 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-08 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-22 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-19 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-06 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-26 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-03 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-04-25 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-04-05 | 13F-HR | View on EDGAR |
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