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CIK: 0001736260
Total reported value
$371.7M
$371.7M
166 檔
16.9%
In Q2 2024, Cornell Pochily Investment Advisors, Inc.'s U.S. equity holdings reached a combined market value of $371.7M, distributed across 166 disclosed stock positions.
During Q2 2024, Cornell Pochily Investment Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, SPY) accounted for 16.9% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.61% | +0.13% | +0.80% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.83% | +0.25% | +950.20% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.58% | -0.13% | -0.41% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.52% | +0.53% | +8.18% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.33% | -0.23% | -0.25% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.79% | -0.09% | — | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 2.15% | -0.58% | +3.63% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.07% | +0.29% | -4.12% | |
| 9 | TMP | Tompkins Financial CORP | Stock-Other | 2.02% | +0.18% | -3.42% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.92% | -0.05% | -0.67% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.79% | +0.04% | +6.53% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.78% | -0.07% | +1.06% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.76% | +0.31% | +2.28% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.74% | +0.09% | +0.45% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.51% | -0.26% | +4.89% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.43% | +0.10% | +1.87% | |
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.34% | -0.13% | -0.64% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.32% | -0.03% | +0.06% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | +0.03% | +1.28% | |
| 20 | EMR | Emerson Electric Co | Stock-Industrials | 1.17% | +0.03% | +1.40% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.15% | -0.06% | -1.06% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.10% | +0.05% | -4.66% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 1.07% | +0.52% | -1.37% | |
| 24 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.02% | +0.13% | +12.11% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.97% | +0.17% | -0.29% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.96% | -0.12% | -0.70% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.94% | -0.14% | +0.37% | |
| 28 | AMGN | Amgen Inc | Stock-Healthcare | 0.93% | -0.04% | -0.45% | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.90% | -0.24% | +4.33% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.85% | -0.20% | +6.27% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.85% | +0.78% | NEW | |
| 32 | QCOM | Qualcomm Inc | Stock-Tech | 0.83% | +0.05% | -1.19% | |
| 33 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.82% | +0.50% | +2.53% | |
| 34 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.81% | -0.02% | -0.10% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.80% | -0.25% | +10.88% | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.74% | -0.10% | +4.55% | |
| 37 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.72% | — | -1.86% | |
| 38 | PAYX | Paychex Inc | Stock-Tech | 0.70% | -0.02% | +2.84% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.69% | +0.10% | +0.11% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | -0.02% | +2.44% | |
| 41 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.68% | -0.02% | -3.34% | |
| 42 | DUK | Duke Energy CORP | Stock-Utilities | 0.68% | -0.08% | +1.04% | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.63% | -0.03% | -1.21% | |
| 44 | CRM | Salesforce Inc | Stock-Tech | 0.60% | -0.09% | +12.20% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.60% | +0.24% | +1.42% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | +0.03% | -0.21% | |
| 47 | WCC | Wesco International Inc | Stock-Industrials | 0.59% | +0.06% | -3.40% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.56% | -0.12% | +6.44% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.54% | -0.07% | +0.67% | |
| 50 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.54% | -0.70% | -12.60% |
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 166 disclosed positions in Q2 2024.
During Q2 2024, Cornell Pochily Investment Advisors, Inc.'s top holdings by market value included AAPL (8.6%)、NVDA (4.8%)、SPY (3.6%). The largest single position, AAPL, represented 8.6% of total portfolio value.
In Q2 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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