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CIK: 0001736260
Total reported value
$371.7M
$371.7M
174 檔
21.9%
During the Q1 2026 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 174 reported positions.
Cornell Pochily Investment Advisors, Inc. executed strategic sector rebalancing during Q1 2026, establishing 7 new positions while fully exiting 15 holdings and trimming 67 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.57% | +0.13% | -2.71% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.14% | +0.25% | -0.93% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 5.09% | +0.53% | +11.45% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.25% | -0.13% | -2.02% | |
| 5 | TMP | Tompkins Financial CORP | Stock-Other | 2.82% | +0.18% | -0.92% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 2.35% | -0.58% | -3.62% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.32% | +0.29% | -0.96% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.11% | -0.23% | +2.62% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.90% | -0.09% | -25.00% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.85% | -0.26% | +2.19% | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 1.71% | +0.52% | -0.68% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.67% | +0.31% | +0.48% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.61% | +0.04% | -4.99% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.49% | +0.03% | +1.12% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.47% | +0.09% | +5.44% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.45% | -0.05% | -7.16% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.39% | +0.10% | +1.08% | |
| 18 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.37% | +0.13% | +4.20% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.36% | -0.06% | -7.15% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.35% | -0.07% | +3.80% | |
| 21 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.34% | -0.64% | +20.91% | |
| 22 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.33% | -0.65% | +19.41% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.32% | -0.03% | -0.03% | |
| 24 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.27% | -0.59% | +27.25% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.24% | +0.17% | -1.37% | |
| 26 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.15% | -0.70% | -0.71% | |
| 27 | EMR | Emerson Electric Co | Stock-Industrials | 1.12% | +0.03% | -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% | -0.24% | +3.67% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.94% | -0.10% | +2.31% | |
| 31 | CGXU | Cap Group Intl Focus | ETF-Other | 0.90% | -0.41% | +16.21% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.87% | -0.12% | +2.70% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.84% | -0.25% | -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% | -0.14% | +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% | -0.20% | -3.13% | |
| 38 | JHSC | John Hancock Multi Small Cap | ETF-Small Cap | 0.73% | +0.07% | +8.34% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.72% | -0.04% | +0.01% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.72% | -0.07% | -0.15% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.68% | +0.05% | -4.01% | |
| 42 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.66% | +0.50% | +2.03% | |
| 43 | DUK | Duke Energy CORP | Stock-Utilities | 0.65% | -0.08% | -2.05% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.64% | +0.24% | -1.15% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.63% | +0.10% | +3.20% | |
| 46 | IDV | Ishares International Select | ETF-Other | 0.63% | -0.01% | +25.54% | |
| 47 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.62% | -0.02% | -2.35% | |
| 48 | GLW | Corning Inc | Stock-Tech | 0.60% | +0.31% | +10.72% | |
| 49 | DE | Deere & Co | Stock-Industrials | 0.60% | +0.01% | +0.58% | |
| 50 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.60% | -0.03% | +1.80% |
| # | 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 | NOC | Northrop Grumman CORP | +0.1% | +1.47% | Add |
| 20 | JHSC | John Hancock Multi Small Cap | +0.1% | +8.34% | Add |
| 21 | PG | Procter & Gamble Co/the | +0.1% | +3.80% | Add |
| 22 | DGRO | Ishares Core Dividend Growth | +0.1% | +2.19% | Add |
| 23 | T | At&t Inc | +0.1% | -2.56% | Trim |
| 24 | BNY | Bank Of New York Mellon CORP | +0.1% | +32.53% | Add |
| 25 | HDV | Ishares Core High Dividend E | +0.1% | +4.83% | Add |
| 26 | DUK | Duke Energy CORP | +0.1% | -2.05% | Trim |
| 27 | HON | Honeywell International Inc | +0.1% | +8.05% | Add |
| 28 | AMGN | Amgen Inc | +0.1% | +0.01% | Add |
| 29 | DVY | Ishares Select Dividend ETF | +0.1% | +1.80% | Add |
| 30 | VYM | Vanguard High Dvd Yield ETF | +0.1% | -0.03% | Trim |
| 31 | ANET | Arista Networks Inc | +0.1% | +86.57% | Add |
| 32 | WCC | Wesco International Inc | +0.1% | -3.04% | Trim |
| 33 | SO | Southern Co/the | +0.1% | -1.37% | Trim |
| 34 | NEE | Nextera Energy Inc | +0.1% | -3.42% | Trim |
| 35 | GILD | Gilead Sciences Inc | 0% | -2.89% | Trim |
| 36 | WEC | Wec Energy Group Inc | 0% | +0.60% | Add |
| 37 | MRK | Merck & Co. Inc. | 0% | -0.15% | Trim |
| 38 | RTX | Rtx CORP | 0% | -0.15% | Trim |
| 39 | WELL | Welltower Inc | 0% | +0.49% | Add |
| 40 | OKE | Oneok Inc | 0% | -3.85% | Trim |
| 41 | IVE | Ishares S&p 500 Value ETF | 0% | +18.53% | Add |
| 42 | CGNG | Cap Group New Geography Eq | 0% | +8.66% | Add |
| 43 | KO | Coca-cola Co/the | 0% | -2.11% | Trim |
| 44 | LHX | L3harris Technologies Inc | 0% | — | Unchanged |
| 45 | INTC | Intel CORP | 0% | — | Unchanged |
| 46 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 47 | COP | Conocophillips | 0% | — | Unchanged |
| 48 | LH | Labcorp Holdings Inc | 0% | +3.55% | Add |
| 49 | EPD | Enterprise Products Partners | 0% | +0.12% | Add |
| 50 | GE | General Electric | 0% | +22.52% | Add |
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 174 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, ITOT) accounted for 21.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
IBDW
市值: $991.1K
Top Position Liquidated / Trimmed
VIG
前期市值: $2.7M
During Q1 2026, Cornell Pochily Investment Advisors, Inc.'s top holdings by market value included AAPL (7.6%)、NVDA (5.1%)、ITOT (5.1%). The largest single position, AAPL, represented 7.6% of total portfolio value.
In Q1 2026, Cornell Pochily Investment Advisors, Inc. made 165 total portfolio adjustments, initiating 7 new buys, adding to 76 positions, trimming 67 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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