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CIK: 0001736260
Total reported value
$371.7M
$371.7M
167 檔
18.7%
During the Q4 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 167 reported positions.
In Q4 2024, Cornell Pochily Investment Advisors, Inc. adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 15 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, ITOT) accounted for 18.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $1.0M
Top Position Liquidated / Trimmed
BKNG
前期市值: $1.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.24% | +0.13% | -1.79% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.71% | +0.25% | -3.01% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.83% | +0.53% | -0.39% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.53% | -0.13% | -0.62% | |
| 5 | TMP | Tompkins Financial CORP | Stock-Other | 2.91% | +0.18% | +14.46% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.89% | -0.23% | -1.61% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.85% | -0.09% | — | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.97% | +0.29% | +0.20% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.91% | -0.05% | -1.58% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 1.81% | -0.58% | -3.47% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.79% | +0.09% | -1.65% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.72% | +0.31% | -1.95% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.67% | +0.04% | -1.16% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.64% | -0.07% | -0.68% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.63% | -0.26% | +2.79% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.45% | +0.10% | +1.24% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.35% | +0.03% | -0.64% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.31% | -0.03% | -0.05% | |
| 19 | EMR | Emerson Electric Co | Stock-Industrials | 1.23% | +0.03% | +0.09% | |
| 20 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.22% | +0.13% | +7.19% | |
| 21 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.16% | -0.13% | -0.52% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.08% | +0.05% | +0.36% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 1.07% | +0.52% | +0.07% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.01% | -0.06% | -1.36% | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.96% | -0.14% | -0.94% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.95% | -0.12% | -0.67% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | +0.17% | -0.04% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.85% | -0.10% | -1.24% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.84% | +0.78% | NEW | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.84% | -0.20% | -1.80% | |
| 31 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.83% | +0.50% | +99.97% | |
| 32 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.83% | -0.24% | +1.91% | |
| 33 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.82% | -0.02% | +0.52% | |
| 34 | PAYX | Paychex Inc | Stock-Tech | 0.78% | -0.02% | +1.10% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | -0.02% | -0.55% | |
| 36 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.71% | — | +1.15% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.71% | -0.09% | -0.84% | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.70% | -0.04% | -1.09% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.69% | +0.10% | -2.59% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.66% | -0.25% | +0.71% | |
| 41 | DUK | Duke Energy CORP | Stock-Utilities | 0.66% | -0.08% | +0.03% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.63% | -0.03% | +1.11% | |
| 43 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.62% | -0.70% | +5.24% | |
| 44 | WCC | Wesco International Inc | Stock-Industrials | 0.60% | +0.06% | -1.37% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.60% | -0.12% | +0.15% | |
| 46 | QCOM | Qualcomm Inc | Stock-Tech | 0.59% | +0.05% | +0.81% | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.58% | -0.07% | +0.83% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.58% | +0.03% | +0.18% | |
| 49 | T | At&t Inc | Stock-Comm Services | 0.57% | -0.22% | +0.21% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.56% | +0.24% | -5.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TMP | Tompkins Financial CORP | +0.8% | +14.46% | Add |
| 2 | AAPL | Apple Inc | +0.5% | -1.79% | Trim |
| 3 | BLK | Blackrock Inc | +0.4% | NEW | New buy |
| 4 | NVDA | Nvidia CORP | +0.3% | -3.01% | Trim |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +0.20% | Add |
| 6 | AMZN | Amazon.com Inc | +0.3% | -1.65% | Trim |
| 7 | TSLA | Tesla Inc | +0.2% | +9.97% | Add |
| 8 | SPGI | S&p Global Inc | +0.2% | NEW | New buy |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | -0.64% | Trim |
| 10 | EMR | Emerson Electric Co | +0.2% | +0.09% | Add |
| 11 | IUSG | Ishares Core S&p U.s. Growth | +0.2% | +7.19% | Add |
| 12 | CRM | Salesforce Inc | +0.1% | -0.84% | Trim |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.04% | Trim |
| 14 | V | Visa Inc-class A Shares | +0.1% | -0.55% | Trim |
| 15 | CGNG | Cap Group New Geography Eq | +0.1% | NEW | New buy |
| 16 | ITOT | Ishares Core S&p Total U.s. | +0.1% | -0.39% | Trim |
| 17 | NEAR | Ishares Sh Dba ETF Usd Inc | +0.1% | NEW | New buy |
| 18 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | NEW | New buy |
| 19 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +16.32% | Add |
| 20 | KTOS | Kratos Defense & Security | +0.1% | NEW | New buy |
| 21 | GTLS | Chart Industries Inc | +0.1% | NEW | New buy |
| 22 | CAT | Caterpillar Inc | -0.1% | +0.07% | Add |
| 23 | BF-B | Brown-forman Corp-class B | -0.1% | EXIT | Sold out |
| 24 | D | Dominion Energy Inc | -0.1% | EXIT | Sold out |
| 25 | VB | Vanguard Small-cap ETF | -0.1% | EXIT | Sold out |
| 26 | XBI | Ss Spdr S&p Biotech ETF | -0.1% | EXIT | Sold out |
| 27 | BWA | Borgwarner Inc | -0.1% | -21.93% | Trim |
| 28 | VZ | Verizon Communications Inc | -0.1% | +1.91% | Add |
| 29 | TER | Teradyne Inc | -0.1% | EXIT | Sold out |
| 30 | MSFT | Microsoft CORP | -0.1% | -1.61% | Trim |
| 31 | STZ | Constellation Brands Inc-a | -0.1% | -5.06% | Trim |
| 32 | BIIB | Biogen Inc | -0.1% | EXIT | Sold out |
| 33 | MDT | Medtronic plc | -0.1% | EXIT | Sold out |
| 34 | AMAT | Applied Materials Inc | -0.1% | EXIT | Sold out |
| 35 | BUD | Anheuser-busch Inbev-spn Adr | -0.1% | EXIT | Sold out |
| 36 | LOW | Lowe's Cos Inc | -0.1% | -0.94% | Trim |
| 37 | KHC | Kraft Heinz Co/the | -0.1% | EXIT | Sold out |
| 38 | LMT | Lockheed Martin CORP | -0.1% | -3.10% | Trim |
| 39 | ETN | Eaton Corporation plc | -0.1% | EXIT | Sold out |
| 40 | JNJ | Johnson & Johnson | -0.1% | -1.36% | Trim |
| 41 | LMBS | First Trust Low Duration Opp | -0.1% | -20.07% | Trim |
| 42 | CCOI | Cogent Communications Holdin | -0.1% | EXIT | Sold out |
| 43 | IBDP | Ishares Ibonds Dec 2024 Term | -0.2% | EXIT | Sold out |
| 44 | AMGN | Amgen Inc | -0.2% | -1.09% | Trim |
| 45 | INTC | Intel CORP | -0.2% | -2.82% | Trim |
| 46 | ABBV | Abbvie Inc | -0.2% | -1.16% | Trim |
| 47 | TMO | Thermo Fisher Scientific Inc | -0.2% | -0.52% | Trim |
| 48 | XOM | Exxon Mobil CORP | -0.2% | -3.47% | Trim |
| 49 | BLKCHF | Blackrock Inc | -0.4% | EXIT | Sold out |
| 50 | BKNG | Booking Holdings Inc | -0.4% | EXIT | Sold out |
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 167 disclosed positions in Q4 2024.
During Q4 2024, Cornell Pochily Investment Advisors, Inc.'s top holdings by market value included AAPL (9.2%)、NVDA (4.7%)、ITOT (3.8%). The largest single position, AAPL, represented 9.2% of total portfolio value.
In Q4 2024, Cornell Pochily Investment Advisors, Inc. made 50 total portfolio adjustments, initiating 7 new buys, adding to 8 positions, trimming 20 holdings, and fully liquidating 15 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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