Cornell Pochily Investment Advisors
Latest statistics and disclosures from Cornell Pochily Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, ITOT, SPY, MSFT, and represent 24.60% of Cornell Pochily Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: FMDE, JHSC, ITOT, IBDV, CGNG, IBDR, IBDS, IBDT, IBDU, CEG.
- Started 8 new stock positions in INTU, CGGR, KEY, FMDE, UBER, IBDV, CEG, VB.
- Reduced shares in these 10 stocks: IJH, IJR, BRK.B, K, IBDQ, AZN, INTC, XOM, NUE, CRWD.
- Sold out of its positions in AZN, CRWD, FHLC, GAB, K, NUE, OXLC, PRU, UPS.
- Cornell Pochily Investment Advisors was a net buyer of stock by $4.6M.
- Cornell Pochily Investment Advisors has $335M in assets under management (AUM), dropping by 9.58%.
- Central Index Key (CIK): 0001736260
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Positions held by Cornell Pochily Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Cornell Pochily Investment Advisors
Cornell Pochily Investment Advisors holds 177 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.0 | $27M | 105k | 254.63 |
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| NVIDIA Corporation (NVDA) | 5.7 | $19M | 102k | 186.58 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 4.5 | $15M | +9% | 103k | 145.65 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.5 | $12M | 18k | 666.16 |
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| Microsoft Corporation (MSFT) | 3.0 | $10M | 19k | 517.96 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.7 | $9.1M | 12.00 | 754200.00 |
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| Tompkins Financial Corporation (TMP) | 2.4 | $8.2M | 123k | 66.21 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $7.1M | 29k | 243.55 |
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| Abbvie (ABBV) | 1.8 | $6.0M | -2% | 26k | 231.54 |
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| Ishares Tr Core Div Grwth (DGRO) | 1.7 | $5.8M | +4% | 85k | 68.08 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.7 | $5.8M | 9.7k | 600.39 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $5.6M | -7% | 11k | 502.74 |
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| Exxon Mobil Corporation (XOM) | 1.7 | $5.6M | -4% | 49k | 112.75 |
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| JPMorgan Chase & Co. (JPM) | 1.6 | $5.3M | 17k | 315.42 |
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| Amazon (AMZN) | 1.5 | $5.0M | -2% | 23k | 219.57 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $4.8M | 7.2k | 669.29 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 1.4 | $4.7M | +4% | 29k | 164.54 |
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| Procter & Gamble Company (PG) | 1.4 | $4.7M | +5% | 31k | 153.65 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.3 | $4.4M | 31k | 140.95 |
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| Caterpillar (CAT) | 1.2 | $4.0M | -3% | 8.5k | 477.14 |
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| Emerson Electric (EMR) | 1.1 | $3.8M | 29k | 131.18 |
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| Johnson & Johnson (JNJ) | 1.1 | $3.8M | +6% | 21k | 185.42 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $3.8M | 16k | 243.10 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 1.1 | $3.6M | +20% | 149k | 24.30 |
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| International Business Machines (IBM) | 1.0 | $3.5M | +7% | 12k | 282.17 |
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| Abbott Laboratories (ABT) | 1.0 | $3.3M | 25k | 133.94 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.9 | $3.1M | +23% | 129k | 24.34 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.9 | $3.1M | +22% | 120k | 25.52 |
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| Palo Alto Networks (PANW) | 0.8 | $2.8M | -3% | 14k | 203.62 |
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| Verizon Communications (VZ) | 0.8 | $2.8M | +3% | 63k | 43.95 |
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| Lowe's Companies (LOW) | 0.8 | $2.7M | 11k | 251.30 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.8 | $2.7M | +24% | 116k | 23.47 |
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| Thermo Fisher Scientific (TMO) | 0.8 | $2.7M | -3% | 5.5k | 485.02 |
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| Costco Wholesale Corporation (COST) | 0.8 | $2.6M | -6% | 2.8k | 925.61 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $2.5M | 12k | 215.80 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.7 | $2.3M | -4% | 24k | 99.11 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $2.3M | -25% | 19k | 118.83 |
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| John Hancock Exchange Traded Multifactr Sml (JHSC) | 0.7 | $2.3M | +146% | 54k | 41.85 |
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| Chevron Corporation (CVX) | 0.7 | $2.3M | +4% | 15k | 155.29 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $2.2M | 19k | 120.72 |
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| Paychex (PAYX) | 0.7 | $2.2M | 17k | 126.76 |
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| Raytheon Technologies Corp (RTX) | 0.6 | $2.2M | 13k | 167.33 |
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| Duke Energy Corp Com New (DUK) | 0.6 | $2.2M | 17k | 123.75 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.6 | $2.1M | +6% | 72k | 29.62 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $2.1M | -4% | 6.4k | 328.19 |
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| Amgen (AMGN) | 0.6 | $2.1M | -2% | 7.4k | 282.19 |
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| Visa Com Cl A (V) | 0.6 | $2.1M | 6.0k | 341.36 |
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| Fidelity Covington Trust Enhanced Mid (FMDE) | 0.6 | $2.0M | NEW | 55k | 36.15 |
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| At&t (T) | 0.6 | $2.0M | 70k | 28.24 |
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| McDonald's Corporation (MCD) | 0.6 | $2.0M | +4% | 6.5k | 303.90 |
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| Cisco Systems (CSCO) | 0.6 | $2.0M | +4% | 29k | 68.42 |
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| Ishares Tr Select Divid Etf (DVY) | 0.6 | $2.0M | 14k | 142.10 |
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| Tesla Motors (TSLA) | 0.6 | $1.8M | 4.2k | 444.67 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.5 | $1.8M | -13% | 73k | 25.19 |
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| Welltower Inc Com reit (WELL) | 0.5 | $1.7M | -2% | 9.3k | 178.14 |
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| Lockheed Martin Corporation (LMT) | 0.5 | $1.6M | 3.3k | 499.27 |
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| salesforce (CRM) | 0.5 | $1.6M | 6.9k | 237.02 |
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| Deere & Company (DE) | 0.5 | $1.6M | 3.6k | 457.24 |
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| Qualcomm (QCOM) | 0.5 | $1.6M | -4% | 9.4k | 166.37 |
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| Southern Company (SO) | 0.5 | $1.6M | 16k | 94.77 |
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| Coca-Cola Company (KO) | 0.5 | $1.5M | +10% | 23k | 66.32 |
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| Booking Holdings (BKNG) | 0.4 | $1.4M | 260.00 | 5403.59 |
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| WESCO International (WCC) | 0.4 | $1.4M | -7% | 6.6k | 211.50 |
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| Wec Energy Group (WEC) | 0.4 | $1.4M | -3% | 12k | 114.59 |
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| Union Pacific Corporation (UNP) | 0.4 | $1.4M | 5.9k | 236.37 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $1.3M | 2.8k | 479.53 |
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| Gilead Sciences (GILD) | 0.4 | $1.3M | 12k | 111.00 |
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| Northrop Grumman Corporation (NOC) | 0.4 | $1.3M | 2.2k | 609.23 |
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| Capital Group New Geography SHS (CGNG) | 0.4 | $1.3M | +117% | 42k | 30.90 |
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| Corning Incorporated (GLW) | 0.4 | $1.2M | 15k | 82.03 |
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| Eli Lilly & Co. (LLY) | 0.4 | $1.2M | 1.6k | 762.93 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.4 | $1.2M | -13% | 25k | 49.79 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.4 | $1.2M | NEW | 54k | 22.15 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.4 | $1.2M | 9.7k | 122.45 |
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| Meta Platforms Cl A (META) | 0.4 | $1.2M | 1.6k | 734.58 |
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| Nextera Energy (NEE) | 0.3 | $1.1M | -2% | 14k | 75.49 |
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| Automatic Data Processing (ADP) | 0.3 | $1.0M | 3.5k | 293.50 |
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| Blackrock (BLK) | 0.3 | $1.0M | 885.00 | 1166.46 |
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| Kratos Defense &sec Solutio Com New (KTOS) | 0.3 | $953k | +3% | 10k | 91.37 |
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| Labcorp Holdings Com Shs (LH) | 0.3 | $947k | +5% | 3.3k | 287.02 |
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| Oracle Corporation (ORCL) | 0.3 | $921k | 3.3k | 281.24 |
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| Select Sector Spdr Tr Technology (XLK) | 0.3 | $921k | 3.3k | 281.83 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $867k | +2% | 1.4k | 612.53 |
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| Public Service Enterprise (PEG) | 0.3 | $860k | 10k | 83.46 |
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| Broadcom (AVGO) | 0.3 | $847k | -6% | 2.6k | 329.87 |
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| Veeva Sys Cl A Com (VEEV) | 0.2 | $826k | -7% | 2.8k | 297.91 |
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| Walt Disney Company (DIS) | 0.2 | $825k | -5% | 7.2k | 114.50 |
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| American Tower Reit (AMT) | 0.2 | $818k | -9% | 4.3k | 192.32 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $797k | 1.7k | 468.54 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $794k | -8% | 8.0k | 99.53 |
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| Honeywell International (HON) | 0.2 | $785k | 3.7k | 210.52 |
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| Air Products & Chemicals (APD) | 0.2 | $774k | -9% | 2.8k | 272.70 |
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| Pfizer (PFE) | 0.2 | $770k | 30k | 25.48 |
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| Pepsi (PEP) | 0.2 | $768k | +3% | 5.5k | 140.44 |
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| General Mills (GIS) | 0.2 | $737k | 15k | 50.42 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $735k | -56% | 11k | 65.26 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $712k | 5.7k | 124.34 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $705k | 3.5k | 203.59 |
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| Merck & Co (MRK) | 0.2 | $684k | -23% | 8.1k | 83.93 |
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| Consolidated Edison (ED) | 0.2 | $676k | 6.7k | 100.51 |
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| Norfolk Southern (NSC) | 0.2 | $674k | 2.2k | 300.41 |
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| Oneok (OKE) | 0.2 | $666k | 9.1k | 72.97 |
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| Bristol Myers Squibb (BMY) | 0.2 | $645k | -6% | 14k | 45.10 |
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| Colgate-Palmolive Company (CL) | 0.2 | $645k | -2% | 8.1k | 79.94 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $624k | +13% | 3.0k | 206.51 |
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| S&p Global (SPGI) | 0.2 | $617k | +9% | 1.3k | 486.88 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $612k | -9% | 6.4k | 95.14 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $602k | -4% | 22k | 27.30 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $601k | 5.5k | 108.97 |
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| Enbridge (ENB) | 0.2 | $595k | 12k | 50.46 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $594k | 1.3k | 447.23 |
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| L3harris Technologies (LHX) | 0.2 | $583k | 1.9k | 305.41 |
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| American Electric Power Company (AEP) | 0.2 | $542k | 4.8k | 112.49 |
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| American Express Company (AXP) | 0.2 | $536k | 1.6k | 332.23 |
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| Ge Aerospace Com New (GE) | 0.2 | $524k | +6% | 1.7k | 300.74 |
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| Starbucks Corporation (SBUX) | 0.2 | $517k | 6.1k | 84.60 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.2 | $516k | -13% | 28k | 18.24 |
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| Vici Pptys (VICI) | 0.2 | $508k | +3% | 16k | 32.61 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $507k | -5% | 8.9k | 57.10 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $473k | -26% | 7.2k | 65.92 |
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| FirstEnergy (FE) | 0.1 | $469k | 10k | 45.82 |
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| Travelers Companies (TRV) | 0.1 | $460k | +3% | 1.6k | 279.24 |
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| M&T Bank Corporation (MTB) | 0.1 | $459k | 2.3k | 197.64 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $457k | 1.3k | 352.75 |
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| Home Depot (HD) | 0.1 | $455k | 1.1k | 405.34 |
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| Intel Corporation (INTC) | 0.1 | $450k | -35% | 13k | 33.55 |
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| Enterprise Products Partners (EPD) | 0.1 | $445k | 14k | 31.27 |
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| Netflix (NFLX) | 0.1 | $434k | +2% | 362.00 | 1198.92 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $433k | 1.2k | 355.47 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $430k | -21% | 9.3k | 46.24 |
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| Servicenow (NOW) | 0.1 | $430k | +11% | 467.00 | 920.28 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $418k | +8% | 1.9k | 222.18 |
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| Constellation Energy (CEG) | 0.1 | $407k | NEW | 1.2k | 329.09 |
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| TJX Companies (TJX) | 0.1 | $404k | +7% | 2.8k | 144.52 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $402k | -17% | 9.9k | 40.57 |
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| Community Bank System (CBU) | 0.1 | $401k | 6.8k | 58.64 |
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| Us Bancorp Del Com New (USB) | 0.1 | $399k | -4% | 8.3k | 48.33 |
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| Wal-Mart Stores (WMT) | 0.1 | $374k | 3.6k | 103.06 |
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| Constellation Brands Cl A (STZ) | 0.1 | $358k | -9% | 2.7k | 134.67 |
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| Kenvue (KVUE) | 0.1 | $357k | -33% | 22k | 16.23 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $348k | +13% | 612.00 | 568.81 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $321k | +16% | 1.8k | 182.42 |
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| RBB Motley Fol Etf (TMFC) | 0.1 | $321k | +17% | 4.6k | 70.53 |
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| General Dynamics Corporation (GD) | 0.1 | $321k | 940.00 | 341.00 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $319k | -3% | 3.7k | 87.31 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $315k | +22% | 10k | 31.42 |
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| SYSCO Corporation (SYY) | 0.1 | $312k | +5% | 3.8k | 82.35 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $311k | -7% | 3.0k | 103.07 |
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| Hershey Company (HSY) | 0.1 | $306k | 1.6k | 187.05 |
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| Altria (MO) | 0.1 | $296k | +2% | 4.5k | 66.06 |
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| Arista Networks Com Shs (ANET) | 0.1 | $291k | -7% | 2.0k | 145.71 |
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| Mccormick &co Com Non Vtg (MKC) | 0.1 | $291k | -13% | 4.3k | 66.91 |
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| Intuit (INTU) | 0.1 | $288k | NEW | 421.00 | 683.14 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $286k | +3% | 1.6k | 176.83 |
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| NBT Ban (NBTB) | 0.1 | $283k | 6.8k | 41.76 |
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| Fiserv (FI) | 0.1 | $264k | +3% | 2.1k | 128.93 |
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| Ge Vernova (GEV) | 0.1 | $257k | +6% | 418.00 | 615.02 |
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| BorgWarner (BWA) | 0.1 | $257k | -10% | 5.8k | 43.96 |
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| Bank of America Corporation (BAC) | 0.1 | $248k | -6% | 4.8k | 51.59 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $247k | NEW | 5.6k | 43.92 |
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| ConocoPhillips (COP) | 0.1 | $245k | 2.6k | 94.59 |
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| Eaton Corp SHS (ETN) | 0.1 | $240k | +5% | 641.00 | 374.29 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $239k | 1.7k | 141.47 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) | 0.1 | $235k | -6% | 6.0k | 38.88 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $235k | +7% | 2.5k | 95.46 |
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| Applied Materials (AMAT) | 0.1 | $232k | 1.1k | 204.71 |
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| Ishares Tr Ibonds Dec 2030 (IBMS) | 0.1 | $228k | +9% | 8.8k | 26.08 |
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| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.1 | $227k | +9% | 8.9k | 25.53 |
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| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.1 | $226k | +9% | 8.8k | 25.64 |
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| Ishares Tr Ibonds Dec 27 (IBMP) | 0.1 | $225k | +9% | 8.8k | 25.48 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $224k | NEW | 880.00 | 254.21 |
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| Ishares Tr Ibonds Dec 26 (IBMO) | 0.1 | $224k | +9% | 8.7k | 25.66 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $223k | -4% | 1.2k | 183.73 |
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| Uber Technologies (UBER) | 0.1 | $219k | NEW | 2.2k | 97.97 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN) | 0.1 | $200k | -13% | 4.8k | 41.67 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $175k | -3% | 10k | 17.16 |
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| Key (KEY) | 0.0 | $124k | NEW | 6.6k | 18.69 |
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Past Filings by Cornell Pochily Investment Advisors
SEC 13F filings are viewable for Cornell Pochily Investment Advisors going back to 2017
- Cornell Pochily Investment Advisors 2025 Q3 filed Oct. 27, 2025
- Cornell Pochily Investment Advisors 2025 Q2 filed July 21, 2025
- Cornell Pochily Investment Advisors 2025 Q1 filed April 17, 2025
- Cornell Pochily Investment Advisors 2024 Q4 filed Jan. 22, 2025
- Cornell Pochily Investment Advisors 2024 Q3 filed Oct. 15, 2024
- Cornell Pochily Investment Advisors 2024 Q2 filed July 17, 2024
- Cornell Pochily Investment Advisors 2024 Q2 restated filed July 17, 2024
- Cornell Pochily Investment Advisors 2024 Q1 filed April 23, 2024
- Cornell Pochily Investment Advisors 2023 Q4 filed Jan. 18, 2024
- Cornell Pochily Investment Advisors 2023 Q3 filed Oct. 13, 2023
- Cornell Pochily Investment Advisors 2023 Q2 filed July 20, 2023
- Cornell Pochily Investment Advisors 2023 Q1 filed April 17, 2023
- Cornell Pochily Investment Advisors 2022 Q4 filed Feb. 1, 2023
- Cornell Pochily Investment Advisors 2022 Q3 filed Oct. 12, 2022
- Cornell Pochily Investment Advisors 2022 Q2 filed July 20, 2022
- Cornell Pochily Investment Advisors 2022 Q1 filed April 29, 2022