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CIK: 0001736260
Total reported value
$371.7M
$371.7M
168 檔
14.2%
During the Q1 2024 filing period, Cornell Pochily Investment Advisors, Inc. (CIK: 0001736260) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $371.7M across 168 reported positions.
During Q1 2024, Cornell Pochily Investment Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.26% | +0.13% | -1.18% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.61% | -0.13% | -0.22% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.51% | +0.25% | +0.18% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.30% | +0.53% | +7.56% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.28% | -0.23% | -3.58% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.02% | -0.09% | — | |
| 7 | TMP | Tompkins Financial CORP | Stock-Other | 2.25% | +0.18% | -0.50% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 2.19% | -0.58% | +1.40% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.08% | -0.05% | -1.69% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.87% | +0.29% | -2.53% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.86% | +0.04% | -0.04% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.81% | -0.07% | +0.73% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.69% | +0.09% | -1.80% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.67% | +0.31% | +0.16% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.51% | -0.26% | -7.82% | |
| 16 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.48% | -0.13% | +1.52% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.41% | +0.10% | -11.04% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.41% | -0.03% | -10.95% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.31% | -0.06% | -0.82% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.28% | +0.03% | +1.13% | |
| 21 | EMR | Emerson Electric Co | Stock-Industrials | 1.24% | +0.03% | -3.25% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.24% | +0.05% | +10.88% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 1.24% | +0.52% | -1.39% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.13% | -0.14% | -0.08% | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 0.91% | -0.20% | -3.55% | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.91% | -0.24% | +6.22% | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 0.89% | -0.04% | +2.60% | |
| 28 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.88% | -0.02% | +6.90% | |
| 29 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.88% | +0.13% | -3.11% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.87% | -0.12% | -2.71% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.85% | +0.78% | NEW | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | +0.17% | +2.28% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.82% | -0.10% | +0.11% | |
| 34 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.77% | — | -0.99% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.76% | -0.25% | +0.05% | |
| 36 | QCOM | Qualcomm Inc | Stock-Tech | 0.74% | +0.05% | -0.41% | |
| 37 | PAYX | Paychex Inc | Stock-Tech | 0.74% | -0.02% | +1.33% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.74% | -0.02% | -1.19% | |
| 39 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.73% | -0.02% | -1.21% | |
| 40 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.70% | +0.50% | -13.20% | |
| 41 | INTC | Intel CORP | Stock-Tech | 0.69% | +0.34% | -4.62% | |
| 42 | WCC | Wesco International Inc | Stock-Industrials | 0.69% | +0.06% | +0.04% | |
| 43 | DUK | Duke Energy CORP | Stock-Utilities | 0.67% | -0.08% | -0.95% | |
| 44 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.67% | -0.03% | -3.73% | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.66% | -0.09% | -2.19% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.66% | +0.10% | +0.78% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.65% | +0.24% | +0.89% | |
| 48 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.64% | -0.70% | -0.56% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.61% | -0.12% | +0.87% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.60% | +0.03% | -1.43% |
According to official SEC Form 13F filings, Cornell Pochily Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $371.7M across 168 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPY, NVDA) accounted for 14.2% of total reported equity market value during Q1 2024.
During Q1 2024, Cornell Pochily Investment Advisors, Inc.'s top holdings by market value included AAPL (7.3%)、SPY (3.6%)、NVDA (3.5%). The largest single position, AAPL, represented 7.3% of total portfolio value.
In Q1 2024, Cornell Pochily Investment Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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