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CIK: 0001736260
Total reported value
$371.7M
$371.7M
165 檔
17.2%
At the close of Q1 2025, Cornell Pochily Investment Advisors, Inc. disclosed equity holdings valued at approximately $371.7M, spread across 165 reported holdings.
In Q1 2025, Cornell Pochily Investment Advisors, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, ITOT) accounted for 17.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $23.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.12% | +0.13% | -1.57% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.85% | +0.25% | +0.54% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.70% | +0.53% | +0.96% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.39% | -0.13% | -0.13% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.37% | -0.09% | — | |
| 6 | TMP | Tompkins Financial CORP | Stock-Other | 2.70% | +0.18% | -0.46% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.57% | -0.23% | -0.57% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.25% | -0.05% | -0.37% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.12% | -0.58% | +4.85% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 1.98% | +0.04% | -0.27% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.69% | -0.26% | +2.60% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.67% | -0.07% | -0.30% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.61% | +0.29% | -0.70% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.56% | +0.09% | -0.16% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.56% | +0.31% | -1.78% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.40% | +0.10% | +0.42% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.39% | -0.03% | +4.33% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.39% | +0.03% | -0.26% | |
| 19 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.17% | +0.13% | +4.24% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.15% | -0.06% | -1.65% | |
| 21 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.12% | -0.13% | +0.27% | |
| 22 | EMR | Emerson Electric Co | Stock-Industrials | 1.12% | +0.03% | +1.59% | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 1.01% | -0.10% | +4.11% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.98% | -0.12% | -0.10% | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 0.98% | -0.20% | -0.40% | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 0.98% | +0.52% | +0.49% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.98% | +0.05% | -0.77% | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.94% | -0.24% | -0.90% | |
| 29 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.90% | -0.70% | +44.13% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.89% | -0.14% | -2.47% | |
| 31 | PAYX | Paychex Inc | Stock-Tech | 0.87% | -0.02% | +1.01% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 0.84% | -0.04% | -0.56% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.83% | +0.78% | NEW | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | -0.02% | -3.07% | |
| 35 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.82% | +0.50% | +3.69% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | +0.17% | +5.59% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.80% | -0.25% | +4.55% | |
| 38 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.79% | -0.02% | +1.00% | |
| 39 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.76% | -0.65% | +47.76% | |
| 40 | DUK | Duke Energy CORP | Stock-Utilities | 0.75% | -0.08% | -0.07% | |
| 41 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.73% | — | +2.52% | |
| 42 | T | At&t Inc | Stock-Comm Services | 0.71% | -0.22% | -0.25% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.66% | -0.07% | -1.62% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.66% | -0.12% | +1.52% | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.64% | -0.03% | -1.45% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | +0.03% | +14.39% | |
| 47 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.63% | -0.64% | +31.28% | |
| 48 | QCOM | Qualcomm Inc | Stock-Tech | 0.61% | +0.05% | +2.08% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.60% | +0.10% | -4.83% | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.59% | -0.09% | +2.73% |
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 165 disclosed positions in Q1 2025.
During Q1 2025, Cornell Pochily Investment Advisors, Inc.'s top holdings by market value included AAPL (8.1%)、NVDA (3.9%)、ITOT (3.7%). The largest single position, AAPL, represented 8.1% of total portfolio value.
In Q1 2025, Cornell Pochily Investment Advisors, Inc. made 50 total portfolio adjustments, initiating 50 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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