CP

Cornell Pochily Investment Advisors, Inc.

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$340.4M

Reporting period: 2026-03-31 · Number of holdings: 174

Cornell Pochily Investment Advisors, Inc. disclosed 174 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $340.4M and a quarterly turnover rate of 14.8%.

Personality snowflake

Concentration
8.18
Portfolio Stability
14.77
Momentum/Contrarian
100
Sector conviction
59.85
Diversification
100
Sizing Uniformity
83.96

Recent moves

  • Trim BRK-A

    -25.0%　-$2.6M

  • Trim AAPL

    -2.7%　-$2.6M

  • Add XOM

    -3.6%　$2.1M

  • Trim MSFT

    +2.6%　-$2.0M

  • Add IBDV

    +93.1%　$1.6M

  • Add ITOT

    +11.5%　$1.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech7.57%-0.66%-2.71%
2NVDANvidia CORPStock-Tech5.14%-0.34%-0.93%
3ITOTIshares Core S&p Total U.s.ETF-Other5.09%+0.38%+11.45%
4SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth3.25%-0.19%-2.02%
5TMPTompkins Financial CORPStock-Other2.82%+0.24%-0.92%
6XOMExxon Mobil CORPStock-Energy2.35%+0.64%-3.62%
7GOOGAlphabet Inc-cl CStock-Comm Services2.32%-0.20%-0.96%
8MSFTMicrosoft CORPStock-Tech2.11%-0.54%+2.62%
9BRK-ABerkshire Hathaway Inc-cl AStock-Other1.90%-0.73%-25.00%
10DGROIshares Core Dividend GrowthETF-Other1.85%—+2.19%
11CATCaterpillar INCStock-Industrials1.71%+0.34%-0.68%
12QQQInvesco Qqq Trust Series 1ETF-Tech1.67%-0.08%+0.48%
13ABBVAbbvie INCStock-Healthcare1.61%-0.15%-4.99%
14JPMJpmorgan Chase & CoStock-Financials1.49%-0.10%+1.12%
15AMZNAmazon.com INCStock-Consumer Disc1.47%—+5.44%
16BRK-BBerkshire Hathaway Inc-cl BStock-Other1.45%-0.16%-7.16%
17IVVIshares Core S&p 500 ETFETF-Large Cap & Growth1.39%—+1.08%
18IUSGIshares Core S&p U.s. GrowthETF-Other1.37%—+4.20%
19JNJJohnson & JohnsonStock-Healthcare1.36%+0.13%-7.15%
20PGProcter & Gamble Co/theStock-Consumer Staples1.35%—+3.80%
21IBDTIshares Ibonds Dec 2028 ETFETF-Other1.34%+0.24%+20.91%
22IBDSIshrs Ibnds Dec 27 CORP ETFETF-Other1.33%+0.23%+19.41%
23VYMVanguard High Dvd Yield ETFETF-Other1.32%—-0.03%
24IBDUIshares Ibonds Dec 2029 TermETF-Other1.27%+0.28%+27.25%
25GOOGLAlphabet Inc-cl AStock-Comm Services1.24%-0.11%-1.37%
26IBDRIshares Ibonds Dec 2026 TermETF-Other1.15%—-0.71%
27EMREmerson Electric CoStock-Industrials1.12%—-0.29%
28IBDVIshares Ibonds Dec 2030 CORPETF-Other1.01%+0.49%+93.12%
29VZVerizon Communications INCStock-Comm Services1.00%+0.23%+3.67%
30IBMIntl Business Machines CORPStock-Tech0.94%-0.17%+2.31%
31CGXUCap Group Intl FocusETF-Other0.90%+0.14%+16.21%
32COSTCostco Wholesale CORPStock-Consumer Staples0.87%+0.15%+2.70%
33CVXChevron CORPStock-Energy0.84%+0.20%-3.67%
34TMOThermo Fisher Scientific INCStock-Healthcare0.79%-0.13%-0.84%
35LOWLowe's Cos INCStock-Consumer Disc0.75%—+0.94%
36FMDEFidelity Enhanced Mid Cap CoETF-Other0.74%+0.12%+19.71%
37ABTAbbott LaboratoriesStock-Healthcare0.73%-0.18%-3.13%
38JHSCJohn Hancock Multi Small CapETF-Small Cap0.73%—+8.34%
39AMGNAmgen INCStock-Healthcare0.72%—+0.01%
40RTXRtx CORPStock-Industrials0.72%—-0.15%
41IJRIshares Core S&p Small-cap EETF-Small Cap0.68%—-4.01%
42PANWPalo Alto Networks INCStock-Tech0.66%-0.07%+2.03%
43DUKDuke Energy CORPStock-Utilities0.65%—-2.05%
44CSCOCisco Systems INCStock-Tech0.64%—-1.15%
45IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth0.63%—+3.20%
46IDVIshares International SelectETF-Other0.63%+0.17%+25.54%
47MOATVaneck Morningstar Wide MoatETF-Other0.62%—-2.35%
48GLWCorning INCStock-Tech0.60%+0.25%+10.72%
49DEDeere & CoStock-Industrials0.60%+0.11%+0.58%
50DVYIshares Select Dividend ETFETF-Other0.60%—+1.80%
1–50 of 174

Holding changes this quarter

Cornell Pochily Investment Advisors, Inc.'s most significant position changes for 2026-03-31: Sold out: Vanguard Dividend Apprec ETF (VIG); New buy: Ishares Ibonds Dec 2031 CORP (IBDW); New buy: Ishares Russell 1000 Value E (IWD); Sold out: Adobe INC (ADBE); Sold out: Comcast Corp-class A (CMCSA).

Position changes disclosed by Cornell Pochily Investment Advisors, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1XOMExxon Mobil CORP+0.6%-3.62%Trim
2IBDVIshares Ibonds Dec 2030 CORP+0.5%+93.12%Add
3ITOTIshares Core S&p Total U.s.+0.4%+11.45%Add
4CATCaterpillar INC+0.3%-0.68%Trim
5IBDUIshares Ibonds Dec 2029 Term+0.3%+27.25%Add
6GLWCorning INC+0.3%+10.72%Add
7IBDTIshares Ibonds Dec 2028 ETF+0.2%+20.91%Add
8TMPTompkins Financial CORP+0.2%-0.92%Trim
9VZVerizon Communications INC+0.2%+3.67%Add
10IBDSIshrs Ibnds Dec 27 CORP ETF+0.2%+19.41%Add
11CVXChevron CORP+0.2%-3.67%Trim
12IDVIshares International Select+0.2%+25.54%Add
13COSTCostco Wholesale CORP+0.2%+2.70%Add
14CGXUCap Group Intl Focus+0.1%+16.21%Add
15JNJJohnson & Johnson+0.1%-7.15%Trim
16FMDEFidelity Enhanced Mid Cap Co+0.1%+19.71%Add
17DEDeere & Co+0.1%+0.58%Add
18LMTLockheed Martin CORP+0.1%-3.17%Trim
19PANWPalo Alto Networks INC-0.1%+2.03%Add
20QQQInvesco Qqq Trust Series 1-0.1%+0.48%Add
21BKNGBooking Holdings INC-0.1%-1.92%Trim
22TSLATesla INC-0.1%—Unchanged
23JPMJpmorgan Chase & Co-0.1%+1.12%Add
24GOOGLAlphabet Inc-cl A-0.1%-1.37%Trim
25QCOMQualcomm INC-0.1%-0.96%Trim
26GISGeneral Mills INC-0.1%-52.34%Trim
27SPGIS&p Global INC-0.1%-58.91%Trim
28LMBSFirst Trust Low Duration Opp-0.1%-50.35%Trim
29TMOThermo Fisher Scientific INC-0.1%-0.84%Trim
30PAYXPaychex INC-0.1%-14.11%Trim
31ABBVAbbvie INC-0.2%-4.99%Trim
32CRMSalesforce INC-0.2%+0.29%Add
33BRK-BBerkshire Hathaway Inc-cl B-0.2%-7.16%Trim
34IBMIntl Business Machines CORP-0.2%+2.31%Add
35ABTAbbott Laboratories-0.2%-3.13%Trim
36SPYSs Spdr S&p 500 ETF Trust-us-0.2%-2.02%Trim
37GOOGAlphabet Inc-cl C-0.2%-0.96%Trim
38NVDANvidia CORP-0.3%-0.93%Trim
39MSFTMicrosoft CORP-0.5%+2.62%Add
40AAPLApple INC-0.7%-2.71%Trim
41BRK-ABerkshire Hathaway Inc-cl A-0.7%-25.00%Trim
42VIGVanguard Dividend Apprec ETF—EXITSold out
43IBDWIshares Ibonds Dec 2031 CORP—NEWNew buy
44IWDIshares Russell 1000 Value E—NEWNew buy
45ADBEAdobe INC—EXITSold out
46CMCSAComcast Corp-class A—EXITSold out
47NUENucor CORP—NEWNew buy
48FBNDFidelity Total Bond ETF—EXITSold out
49INTUIntuit INC—EXITSold out
50UNHUnitedhealth Group INC—EXITSold out

FAQ

What is Cornell Pochily Investment Advisors, Inc. and what type of investor is it?
Cornell Pochily Investment Advisors, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $340.4M, spread across 174 disclosed positions.
What are Cornell Pochily Investment Advisors, Inc.'s largest equity positions?
Based on the latest 13F filing, Cornell Pochily Investment Advisors, Inc.'s top holdings by market value are: 1. Apple INC (AAPL) — $25.8M (7.6%) 2. Nvidia CORP (NVDA) — $17.5M (5.1%) 3. Ishares Core S&p Total U.s. (ITOT) — $17.3M (5.1%) 4. Ss Spdr S&p 500 ETF Trust-us (SPY) — $11.1M (3.3%) 5. Tompkins Financial CORP (TMP) — $9.6M (2.8%)
What changes did Cornell Pochily Investment Advisors, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Cornell Pochily Investment Advisors, Inc. made 49 notable position adjustments: 3 new positions were initiated, 18 existing holdings were added to, 22 positions were partially reduced, and 6 were completely exited. The largest of these moves: Sold out: Vanguard Dividend Apprec ETF (VIG); New buy: Ishares Ibonds Dec 2031 CORP (IBDW); New buy: Ishares Russell 1000 Value E (IWD); Sold out: Adobe INC (ADBE); Sold out: Comcast Corp-class A (CMCSA)
What sectors does Cornell Pochily Investment Advisors, Inc. focus on?
Cornell Pochily Investment Advisors, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 37.3% • Health Care: 14.0% • Communication Services: 11.3% • Industrials: 9.2% • Financials: 7.8% • Consumer Discretionary: 7.5%