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, TMP, and represent 23.89% of Cornell Pochily Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: ITOT, IBDV, IBDW, IBDU, IBDT, IWD, IBDS, IDV, CGXU, FMDE.
- Started 7 new stock positions in NUE, VLO, IBDW, AMAT, NVS, IWD, IBMT.
- Reduced shares in these 10 stocks: VIG, BRK.A, AAPL, , LMBS, BRK.B, JNJ, , XOM, SPGI.
- Sold out of its positions in ADBE, BA, CMCSA, CRWD, D, ET, FHLC, FBND, INTU, IBMO. PRU, XBI, UBER, UNH, VIG.
- Cornell Pochily Investment Advisors was a net buyer of stock by $120k.
- Cornell Pochily Investment Advisors has $340M in assets under management (AUM), dropping by -1.32%.
- Central Index Key (CIK): 0001736260
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Portfolio Holdings for Cornell Pochily Investment Advisors
Cornell Pochily Investment Advisors holds 174 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.6 | $26M | -2% | 102k | 253.79 |
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| NVIDIA Corporation (NVDA) | 5.1 | $18M | 100k | 174.40 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 5.1 | $17M | +11% | 122k | 142.43 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.3 | $11M | -2% | 17k | 650.35 |
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| Tompkins Financial Corporation (TMP) | 2.8 | $9.6M | 122k | 78.84 |
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| Exxon Mobil Corporation (XOM) | 2.4 | $8.0M | -3% | 47k | 169.66 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.3 | $7.9M | 28k | 286.86 |
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| Microsoft Corporation (MSFT) | 2.1 | $7.2M | +2% | 19k | 370.17 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.9 | $6.5M | -25% | 9.00 | 718140.00 |
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| Ishares Tr Core Div Grwth (DGRO) | 1.8 | $6.3M | +2% | 90k | 70.18 |
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| Caterpillar (CAT) | 1.7 | $5.8M | 8.2k | 708.46 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.7 | $5.7M | 9.9k | 577.17 |
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| Abbvie (ABBV) | 1.6 | $5.5M | -4% | 25k | 217.49 |
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| JPMorgan Chase & Co. (JPM) | 1.5 | $5.1M | 17k | 294.16 |
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| Amazon (AMZN) | 1.5 | $5.0M | +5% | 24k | 208.27 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $4.9M | -7% | 10k | 479.20 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $4.7M | 7.2k | 653.22 |
|
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| Ishares Tr Core S&p Us Gwt (IUSG) | 1.4 | $4.7M | +4% | 30k | 155.11 |
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| Johnson & Johnson (JNJ) | 1.4 | $4.6M | -7% | 19k | 244.44 |
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| Procter & Gamble Company (PG) | 1.4 | $4.6M | +3% | 32k | 144.44 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 1.3 | $4.6M | +20% | 180k | 25.33 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 1.3 | $4.5M | +19% | 187k | 24.24 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.3 | $4.5M | 30k | 148.10 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 1.3 | $4.3M | +27% | 186k | 23.26 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $4.2M | 15k | 287.57 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 1.2 | $3.9M | 162k | 24.24 |
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| Emerson Electric (EMR) | 1.1 | $3.8M | 29k | 131.02 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 1.0 | $3.4M | +93% | 157k | 21.89 |
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| Verizon Communications (VZ) | 1.0 | $3.4M | +3% | 68k | 50.20 |
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| International Business Machines (IBM) | 0.9 | $3.2M | +2% | 13k | 242.40 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.9 | $3.1M | +16% | 104k | 29.49 |
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| Costco Wholesale Corporation (COST) | 0.9 | $3.0M | +2% | 3.0k | 996.53 |
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| Chevron Corporation (CVX) | 0.8 | $2.9M | -3% | 14k | 206.90 |
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| Thermo Fisher Scientific (TMO) | 0.8 | $2.7M | 5.4k | 491.53 |
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| Lowe's Companies (LOW) | 0.7 | $2.5M | 11k | 236.27 |
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| Fidelity Covington Trust Enhanced Mid (FMDE) | 0.7 | $2.5M | +19% | 71k | 35.96 |
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| Abbott Laboratories (ABT) | 0.7 | $2.5M | -3% | 24k | 102.67 |
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| John Hancock Exchange Traded Multifactr Sml (JHSC) | 0.7 | $2.5M | +8% | 58k | 42.89 |
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| Amgen (AMGN) | 0.7 | $2.5M | 7.0k | 351.83 |
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| Raytheon Technologies Corp (RTX) | 0.7 | $2.5M | 13k | 192.90 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $2.3M | -4% | 19k | 124.31 |
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| Palo Alto Networks (PANW) | 0.7 | $2.2M | +2% | 14k | 160.32 |
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| Duke Energy Corp Com New (DUK) | 0.7 | $2.2M | -2% | 17k | 130.94 |
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| Cisco Systems (CSCO) | 0.6 | $2.2M | 28k | 77.59 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $2.2M | +3% | 19k | 113.11 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.6 | $2.1M | +25% | 50k | 42.56 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.6 | $2.1M | -2% | 22k | 96.70 |
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| Corning Incorporated (GLW) | 0.6 | $2.1M | +10% | 15k | 135.97 |
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| Deere & Company (DE) | 0.6 | $2.0M | 3.6k | 563.25 |
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| Ishares Tr Select Divid Etf (DVY) | 0.6 | $2.0M | 14k | 151.41 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $2.0M | 6.4k | 320.79 |
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| McDonald's Corporation (MCD) | 0.6 | $2.0M | 6.5k | 310.81 |
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| At&t (T) | 0.6 | $2.0M | -2% | 69k | 28.99 |
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| Visa Com Cl A (V) | 0.6 | $1.9M | +6% | 6.4k | 302.26 |
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| Lockheed Martin Corporation (LMT) | 0.6 | $1.9M | -3% | 3.2k | 604.41 |
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| Welltower Inc Com reit (WELL) | 0.5 | $1.8M | 9.0k | 197.72 |
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| WESCO International (WCC) | 0.5 | $1.7M | -3% | 6.3k | 273.64 |
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| Coca-Cola Company (KO) | 0.5 | $1.7M | -2% | 22k | 76.05 |
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| Eli Lilly & Co. (LLY) | 0.5 | $1.6M | +9% | 1.8k | 919.53 |
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| Southern Company (SO) | 0.5 | $1.6M | 16k | 96.52 |
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| Tesla Motors (TSLA) | 0.5 | $1.5M | 4.2k | 371.71 |
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| Capital Group New Geography SHS (CGNG) | 0.4 | $1.5M | +8% | 48k | 31.57 |
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| Gilead Sciences (GILD) | 0.4 | $1.5M | -2% | 11k | 139.36 |
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| Northrop Grumman Corporation (NOC) | 0.4 | $1.5M | 2.1k | 682.12 |
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| Union Pacific Corporation (UNP) | 0.4 | $1.4M | 5.9k | 242.62 |
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| Wec Energy Group (WEC) | 0.4 | $1.4M | 12k | 115.77 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.4 | $1.4M | +4% | 10k | 135.73 |
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| salesforce (CRM) | 0.4 | $1.3M | 7.0k | 186.66 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $1.3M | 2.9k | 436.83 |
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| Nextera Energy (NEE) | 0.4 | $1.2M | -3% | 13k | 92.88 |
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| Paychex (PAYX) | 0.4 | $1.2M | -14% | 13k | 92.12 |
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| Qualcomm (QCOM) | 0.3 | $1.2M | 9.2k | 128.78 |
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| Booking Holdings (BKNG) | 0.3 | $1.1M | 255.00 | 4211.85 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.3 | $991k | NEW | 47k | 20.93 |
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| Merck & Co (MRK) | 0.3 | $964k | 8.0k | 120.28 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $946k | +6% | 1.6k | 597.65 |
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| Broadcom (AVGO) | 0.3 | $945k | +14% | 3.1k | 309.52 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $944k | +2% | 7.1k | 132.90 |
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| Meta Platforms Cl A (META) | 0.3 | $939k | 1.6k | 572.08 |
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| Labcorp Holdings Com Shs (LH) | 0.3 | $926k | +3% | 3.5k | 266.84 |
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| Honeywell International (HON) | 0.3 | $911k | +8% | 4.0k | 226.02 |
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| Blackrock (BLK) | 0.3 | $887k | 923.00 | 961.31 |
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| Pepsi (PEP) | 0.3 | $858k | 5.5k | 155.30 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $851k | +32% | 7.2k | 118.63 |
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| Public Service Enterprise (PEG) | 0.2 | $834k | 10k | 80.95 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $831k | -3% | 7.5k | 110.46 |
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| Bristol Myers Squibb (BMY) | 0.2 | $830k | -2% | 14k | 60.65 |
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| Pfizer (PFE) | 0.2 | $777k | -4% | 28k | 28.08 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $756k | +18% | 3.6k | 211.15 |
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| Oneok (OKE) | 0.2 | $755k | -3% | 8.3k | 90.39 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $740k | NEW | 3.5k | 213.67 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $725k | 1.7k | 426.31 |
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| Consolidated Edison (ED) | 0.2 | $721k | -4% | 6.4k | 113.18 |
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| American Tower Reit (AMT) | 0.2 | $707k | 4.1k | 172.57 |
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| Kratos Defense &sec Solutio Com New (KTOS) | 0.2 | $701k | +2% | 9.9k | 70.51 |
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| Colgate-Palmolive Company (CL) | 0.2 | $688k | 8.1k | 85.23 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $678k | -9% | 10k | 67.53 |
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| Automatic Data Processing (ADP) | 0.2 | $673k | 3.3k | 203.18 |
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| Walt Disney Company (DIS) | 0.2 | $663k | 6.9k | 96.37 |
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| L3harris Technologies (LHX) | 0.2 | $659k | 1.9k | 345.15 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $645k | 1.4k | 460.99 |
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| Norfolk Southern (NSC) | 0.2 | $644k | 2.2k | 287.05 |
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| Ge Aerospace Com New (GE) | 0.2 | $633k | +22% | 2.2k | 283.78 |
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| Travelers Companies (TRV) | 0.2 | $628k | 2.2k | 291.74 |
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| Enbridge (ENB) | 0.2 | $612k | 11k | 54.14 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $599k | 6.5k | 92.74 |
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| Intel Corporation (INTC) | 0.2 | $591k | 13k | 44.13 |
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| American Electric Power Company (AEP) | 0.2 | $586k | -7% | 4.5k | 131.09 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $553k | 5.7k | 96.47 |
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| Enterprise Products Partners (EPD) | 0.2 | $539k | 14k | 37.84 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $528k | 1.2k | 430.29 |
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| Oracle Corporation (ORCL) | 0.2 | $516k | +2% | 3.5k | 147.11 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $505k | 7.2k | 69.75 |
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| FirstEnergy (FE) | 0.1 | $501k | 9.9k | 50.66 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $497k | +5% | 2.8k | 175.66 |
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| American Express Company (AXP) | 0.1 | $489k | 1.6k | 302.47 |
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| Air Products & Chemicals (APD) | 0.1 | $475k | -8% | 1.6k | 290.40 |
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| M&T Bank Corporation (MTB) | 0.1 | $473k | 2.3k | 206.73 |
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| Starbucks Corporation (SBUX) | 0.1 | $458k | -7% | 5.1k | 89.60 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $452k | 8.0k | 56.68 |
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| Vici Pptys (VICI) | 0.1 | $448k | 16k | 27.32 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $447k | 2.4k | 189.55 |
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| TJX Companies (TJX) | 0.1 | $447k | 2.8k | 159.72 |
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| Wal-Mart Stores (WMT) | 0.1 | $446k | 3.6k | 124.27 |
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| Us Bancorp Com New (USB) | 0.1 | $423k | 8.1k | 52.01 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $418k | 2.0k | 208.02 |
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| Arista Networks Com Shs (ANET) | 0.1 | $406k | +86% | 3.3k | 122.78 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $405k | -50% | 8.1k | 49.81 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $387k | +28% | 2.6k | 146.28 |
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| Community Bank System (CBU) | 0.1 | $374k | -6% | 6.4k | 58.65 |
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| Home Depot (HD) | 0.1 | $370k | 1.1k | 328.87 |
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| Ge Vernova (GEV) | 0.1 | $365k | 418.00 | 873.19 |
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| RBB Motley Fol Etf (TMFC) | 0.1 | $361k | +14% | 5.5k | 65.96 |
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| Netflix (NFLX) | 0.1 | $361k | -2% | 3.8k | 96.15 |
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| Ssga Active Etf Tr State Street Dou (TOTL) | 0.1 | $351k | -8% | 8.8k | 39.73 |
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| Hershey Company (HSY) | 0.1 | $340k | 1.6k | 207.89 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $325k | +5% | 650.00 | 499.66 |
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| General Dynamics Corporation (GD) | 0.1 | $323k | 940.00 | 343.22 |
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| NBT Ban (NBTB) | 0.1 | $321k | 7.5k | 42.58 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $318k | -2% | 3.5k | 90.52 |
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| BorgWarner (BWA) | 0.1 | $308k | -2% | 5.7k | 54.26 |
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| Nucor Corporation (NUE) | 0.1 | $307k | NEW | 1.8k | 169.09 |
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| SYSCO Corporation (SYY) | 0.1 | $306k | 4.3k | 71.33 |
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| ConocoPhillips (COP) | 0.1 | $303k | 2.3k | 132.00 |
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| Altria (MO) | 0.1 | $296k | 4.5k | 65.99 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $291k | -20% | 16k | 17.75 |
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| Linde SHS (LIN) | 0.1 | $285k | -23% | 575.00 | 495.59 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $281k | 2.7k | 106.01 |
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| FedEx Corporation (FDX) | 0.1 | $278k | 779.00 | 356.17 |
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| Constellation Brands Cl A (STZ) | 0.1 | $277k | -4% | 1.8k | 149.99 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $273k | 871.00 | 313.87 |
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| Constellation Energy (CEG) | 0.1 | $268k | 960.00 | 279.38 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $265k | 1.0k | 261.80 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $255k | 1.3k | 194.14 |
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| Mccormick &co Com Non Vtg (MKC) | 0.1 | $253k | +15% | 5.0k | 50.44 |
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| Servicenow (NOW) | 0.1 | $244k | -6% | 2.3k | 104.55 |
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| General Mills (GIS) | 0.1 | $241k | -52% | 6.5k | 37.22 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $239k | -7% | 7.8k | 30.68 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $236k | +8% | 2.5k | 93.97 |
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| Bank of America Corporation (BAC) | 0.1 | $235k | 4.8k | 48.75 |
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| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.1 | $235k | +4% | 9.2k | 25.53 |
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| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.1 | $235k | +4% | 9.3k | 25.35 |
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| Ishares Tr Ibonds Dec 2030 (IBMS) | 0.1 | $235k | +3% | 9.1k | 25.83 |
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| Ishares Tr Ibonds Dec 2031 (IBMT) | 0.1 | $235k | NEW | 9.2k | 25.67 |
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| Ishares Tr Ibonds Dec 27 (IBMP) | 0.1 | $235k | +4% | 9.2k | 25.44 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) | 0.1 | $230k | 5.8k | 39.42 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $227k | 5.6k | 40.19 |
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| Eaton Corp SHS (ETN) | 0.1 | $226k | 631.00 | 357.76 |
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| Valero Energy Corporation (VLO) | 0.1 | $222k | NEW | 899.00 | 247.10 |
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| Applied Materials (AMAT) | 0.1 | $216k | NEW | 632.00 | 341.70 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $214k | NEW | 1.4k | 152.75 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $211k | 1.5k | 144.72 |
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| S&p Global (SPGI) | 0.1 | $209k | -58% | 491.00 | 425.52 |
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| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.1 | $207k | -3% | 1.0k | 200.85 |
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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 2026 Q1 filed April 17, 2026
- Cornell Pochily Investment Advisors 2025 Q4 filed Jan. 20, 2026
- 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