Cornell Pochily Investment Advisors, Inc.

CIK 1736260 · View on SEC EDGAR ↗

Portfolio value
$371.7M
#4,549 of 9,443 by 13F value · top 48.2%
Positions
189
As of
June 30, 2026

Portfolio value QoQ: +9.2% 13F does not disclose cash

Top 10 holdings weight
35.35%
Top 25 holdings weight
56.32%
Positions above 1%
24
Effective number of positions
47.4

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 5.93% Est. buys $21,114,238 · sells $21,976,130

New positions
19
Increased
65
Decreased
84
Closed
4
On this page

Sector breakdown

Technology
19.2%
Industrials
8.9%
Healthcare
7.5%
Communication Services
4.5%
Retail
3.4%
Energy
3.0%
Utilities
2.4%
Financials
2.3%
Consumer products
1.7%
Consumer Discretionary
1.5%
Financial Services
1.4%
Telecommunication
1.1%
Communications
1.0%
Consumer Staples
1.0%
Real Estate
0.8%
Materials
0.2%
Logistics & Transportation
0.1%
Other/Unmapped
40.0%

Full portfolio 189 positions

Type Streak 8Q trend
AAPL Apple Inc. - Common Stock $28,626,128 7.70% 98,929 $2,842,164 Down ×1
ITOT $20,907,922 5.62% 127,278 $3,568,528 Up ×1
NVDA NVIDIA Corporation - Common Stock $20,046,210 5.39% 100,186 $2,534,128 Down ×1
SPY SPY $11,597,213 3.12% 15,530 $517,833 Down ×1
TMP $11,147,846 3.00% 117,942 $1,542,929 Down ×1
GOOG Alphabet Inc. - Class C Capital Stock $9,686,283 2.61% 27,414 $1,801,337 Down ×1
CAT Caterpillar, Inc. Common Stock $8,306,070 2.23% 7,800 $2,495,313 Down ×1
QQQ Invesco QQQ Trust, Series 1 $7,353,145 1.98% 9,985 $1,665,177 Up ×1
MSFT Microsoft Corporation - Common Stock $7,001,765 1.88% 18,770 $-172,778 Down ×1
BRKA $6,739,650 1.81% 9 $276,390
XOM Exxon Mobil Corporation Common Stock $6,587,568 1.77% 48,183 $-1,414,595 Up ×1
ABBV AbbVie Inc. Common Stock $6,125,949 1.65% 24,344 $643,654 Down ×1
DGRO $5,904,201 1.59% 77,902 $-387,530 Down ×1
AMZN Amazon.com, Inc. - Common Stock $5,807,937 1.56% 24,368 $814,813 Up ×1
JPM JP Morgan Chase & Co. Common Stock $5,660,746 1.52% 17,294 $593,809 Up ×1
IUSG iShares Core S&P U.S. Growth ETF $5,581,287 1.50% 29,673 $913,969 Down ×1
IVV $5,537,624 1.49% 7,394 $817,461 Up ×1
GOOGL Alphabet Inc. - Class A Common Stock $5,236,768 1.41% 14,654 $1,023,320 Up ×1
BRKB $5,197,051 1.40% 10,386 $266,083 Up ×1
JNJ Johnson & Johnson Common Stock $4,819,185 1.30% 18,975 $179,076 Down ×1
VYM $4,793,039 1.29% 30,330 $307,715 Up ×1
PG Procter & Gamble Company (The) Common Stock $4,749,558 1.28% 32,389 $152,525 Up ×1
PANW Palo Alto Networks, Inc. - Common Stock $4,305,719 1.16% 12,626 $2,060,277 Down ×1
EMR Emerson Electric Company Common Stock $4,263,310 1.15% 29,782 $440,911 Up ×1
GLW Corning Incorporated Common Stock $3,366,765 0.91% 13,181 $1,311,375 Down ×1
CSCO Cisco Systems, Inc. - Common Stock $3,285,442 0.88% 27,971 $1,091,022 Down ×1
FMDE $3,203,563 0.86% 78,944 $667,862 Up ×1
IBM International Business Machines Corporation Common Stock $3,111,026 0.84% 11,063 $-96,859 Down ×1
JHSC $2,985,868 0.80% 61,488 $502,571 Up ×1
VIG $2,900,571 0.78% 12,258 Up ×1
VZ Verizon Communications Inc. Common Stock $2,819,340 0.76% 66,588 $-570,439 Down ×1
COST Costco Wholesale Corporation - Common Stock $2,787,339 0.75% 2,980 $-168,369 Up ×1
IVW $2,738,757 0.74% 19,914 $577,027 Up ×1
IJR $2,719,661 0.73% 18,338 $416,577 Down ×1
BRIE MFS Blended Research International Equity ETF $2,653,788 0.71% 87,526 Up ×1
IBDT $2,616,183 0.70% 103,611 $-1,938,505 Down ×1
IBDU $2,538,955 0.68% 109,627 $-1,778,669 Down ×1
IBDS $2,538,871 0.68% 104,825 $-1,994,609 Down ×1
AMGN Amgen Inc. - Common Stock $2,538,128 0.68% 7,009 $72,155
TMO Thermo Fisher Scientific Inc Common Stock $2,465,688 0.66% 4,918 $-209,732 Down ×1
RTX RTX Corporation Common Stock $2,412,540 0.65% 12,716 $-46,187 Down ×1
VTI $2,336,195 0.63% 6,313 $295,644 Down ×1
IDV $2,299,418 0.62% 55,501 $153,450 Up ×1
LOW Lowe's Companies, Inc. Common Stock $2,285,486 0.61% 10,365 $-256,779 Down ×1
DE Deere & Company Common Stock $2,272,384 0.61% 3,582 $226,643 Down ×1
MOAT $2,225,361 0.60% 21,406 $100,094 Down ×1
CVX Chevron Corporation Common Stock $2,209,349 0.59% 13,329 $-666,366 Down ×1
DUK Duke Energy Corporation (Holding Company) Common Stock $2,121,468 0.57% 16,760 $-97,026 Down ×1
WCC WESCO International, Inc. Common Stock $2,118,719 0.57% 6,134 $383,304 Down ×1
DVY iShares Select Dividend ETF $2,110,094 0.57% 13,500 $67,162 Up ×1
V Visa Inc. $2,052,400 0.55% 5,982 $103,713 Down ×1
LLY Eli Lilly and Company Common Stock $2,048,180 0.55% 1,708 $436,242 Down ×1
WELL Welltower Inc. Common Stock $2,046,867 0.55% 9,018 $270,175 Up ×1
ABT Abbott Laboratories Common Stock $1,966,315 0.53% 21,670 $-526,753 Down ×1
IBDV $1,924,461 0.52% 88,278 $-1,515,899 Down ×1
INTC Intel Corporation - Common Stock $1,878,942 0.51% 13,457 $1,287,751 Up ×1
CGNG $1,860,038 0.50% 49,654 $347,584 Up ×1
CGXU $1,831,412 0.49% 52,900 $-1,222,607 Down ×1
KO Coca-Cola Company (The) Common Stock $1,820,920 0.49% 22,406 $136,420 Up ×1
TSLA Tesla, Inc. - Common Stock $1,748,224 0.47% 4,157 $203,045
MCD McDonald's Corporation Common Stock $1,744,085 0.47% 6,452 $-260,607 Up ×1
IBDR $1,666,135 0.45% 68,763 $-2,258,221 Down ×1
LMT Lockheed Martin Corporation Common Stock $1,621,766 0.44% 3,183 $-296,647 Up ×1
UNP Union Pacific Corporation Common Stock $1,566,720 0.42% 5,760 $144,967 Down ×1
SO Southern Company (The) Common Stock $1,529,928 0.41% 15,985 $-22,188 Down ×1
VUG $1,499,744 0.40% 17,411 $247,341 Up ×1
QCOM QUALCOMM Incorporated - Common Stock $1,469,303 0.40% 7,951 $281,532 Down ×1
WEC WEC Energy Group, Inc. Common Stock $1,420,761 0.38% 12,167 $14,625 Up ×1
HDV $1,382,036 0.37% 50,421 $14,060 Up ×1
GILD Gilead Sciences, Inc. - Common Stock $1,354,931 0.36% 10,724 $-157,308 Down ×1
T AT&T Inc. $1,351,244 0.36% 65,278 $-634,229 Down ×1
AVGO Broadcom Inc. - Common Stock $1,349,607 0.36% 3,573 $404,962 Up ×1
XLK XLK $1,319,250 0.35% 6,924 $375,426 Down ×1
PAYX Paychex, Inc. - Common Stock $1,277,724 0.34% 12,994 $68,371 Down ×1
BKNG Booking Holdings Inc. - Common Stock $1,222,505 0.33% 6,859 $148,482 Up ×1
NEE NextEra Energy, Inc. Common Stock $1,151,465 0.31% 13,119 $-58,080 Up ×1
META Meta Platforms, Inc. - Class A Common Stock $1,104,431 0.30% 1,961 $165,074 Up ×1
VOO $1,087,961 0.29% 1,584 $141,883 Up ×1
CRM Salesforce, Inc. Common Stock $1,086,520 0.29% 6,936 $-217,119 Down ×1
NOC Northrop Grumman Corporation Common Stock $1,086,294 0.29% 2,133 $-368,673
IVE $1,047,245 0.28% 4,612 $290,906 Up ×1
BK The Bank of New York Mellon Corporation Common Stock $1,040,808 0.28% 7,197 $190,218 Up ×1
MRK Merck & Company, Inc. Common Stock (new) $1,030,459 0.28% 8,019 $66,014 Up ×1
LH Labcorp Holdings Inc. Common Stock $986,103 0.27% 3,522 $60,167 Up ×1
KRYS Krystal Biotech, Inc. - Common Stock $934,750 0.25% 2,515 Up ×1
IBDW $924,603 0.25% 44,367 $-66,509 Down ×1
AVUV $917,848 0.25% 7,357 $86,607 Down ×1
GE GE Aerospace Common Stock $869,139 0.23% 2,326 $236,015 Up ×1
IWF $844,695 0.23% 6,803 $119,550 Up ×1
IWD $839,778 0.23% 3,464 $99,625
CGGR $823,193 0.22% 17,441 $596,701 Up ×1
ISRG Intuitive Surgical, Inc. - Common Stock $809,279 0.22% 2,035 $164,354 Up ×1
IJH $801,418 0.22% 10,393 $123,043 Up ×1
PEG Public Service Enterprise Group Incorporated Common Stock $787,484 0.21% 9,703 $-46,427 Down ×1
BMY Bristol-Myers Squibb Company Common Stock $775,063 0.21% 13,451 $-54,890 Down ×1
OKE ONEOK, Inc. Common Stock $747,451 0.20% 8,597 $-7,018 Up ×1
CL Colgate-Palmolive Company Common Stock $733,073 0.20% 7,996 $45,437 Down ×1
PEP PepsiCo, Inc. - Common Stock $713,544 0.19% 5,270 $-144,623 Down ×1
ED Consolidated Edison, Inc. Common Stock $706,210 0.19% 6,384 $-14,830 Up ×1
NSC Norfolk Southern Corporation Common Stock $706,132 0.19% 2,245 $61,988 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
VIG $2,900,571 12,258 0.78%
BRIE $2,653,788 87,526 0.71%
KRYS $934,750 2,515 0.25%
UNH $699,268 1,682 0.19%
SPYM $635,340 7,230 0.17%
IBDX $555,247 22,042 0.15%
Unknown issuer (CUSIP: 438516205) $450,487 2,012 0.12%
Unknown issuer (CUSIP: 43849R105) $444,813 2,012 0.12%
SPTM $380,015 4,186 0.10%
SOXX $353,914 552 0.10%
CRWD $277,020 363 0.07%
MTD $268,277 210 0.07%
AMD $267,219 460 0.07%
XBI $249,140 1,574 0.07%
CSX $218,163 4,590 0.06%

Top movers (QoQ)

Security Action Shares Δ Value Δ
ITOT Bought more +6K +$3.6M
AAPL Trimmed -3K +$2.8M
NVDA Trimmed -227 +$2.5M
CAT Trimmed -402 +$2.5M
IBDR Trimmed -93K -$2.3M
PANW Trimmed -1K +$2.1M
IBDS Trimmed -82K -$2.0M
IBDT Trimmed -76K -$1.9M
GOOG Trimmed -73 +$1.8M
IBDU Trimmed -76K -$1.8M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
HON June 30, 2026 4,029 $910,650 -1.9%
NUE June 30, 2026 1,818 $307,403 12.0%
GIS June 30, 2026 6,460 $240,456 13.0%
NVS June 30, 2026 1,402 $214,156 0.2%