Cornell Pochily Investment Advisors, Inc.

CIK 1736260 · Voir sur SEC EDGAR ↗

Valeur du portefeuille
$371.7M
#4 549 sur 9 443 par valeur 13F · top 48.2%
Positions
189
Au
30 juin 2026

Valeur du portefeuille TQ : +9.2% Le 13F ne divulgue pas les liquidités

Poids des 10 principales participations
35,35%
Poids des 25 principales participations
56,32%
Positions supérieures à 1%
24
Nombre effectif de positions
47,4

Basé uniquement sur les positions longues en actions du 13F (liquidités, obligations, positions courtes non divulguées)

Rotation Q2 2026 : 5,93% Achats estimés $21 114 238 · Ventes $21 976 130

Nouvelles positions
19
Augmenté
65
Diminué
84
Fermé
4
Sur cette page

Répartition sectorielle

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%
Autre/Non mappé
40,0%

Portefeuille complet 189 positions

Type Série Tendance 8 trimestres
AAPL Apple Inc. - Common Stock $28 626 128 7,70% 98 929 $2 842 164 Baisse ×1
ITOT $20 907 922 5,62% 127 278 $3 568 528 Hausse ×1
NVDA NVIDIA Corporation - Common Stock $20 046 210 5,39% 100 186 $2 534 128 Baisse ×1
SPY SPY $11 597 213 3,12% 15 530 $517 833 Baisse ×1
TMP $11 147 846 3,00% 117 942 $1 542 929 Baisse ×1
GOOG Alphabet Inc. - Class C Capital Stock $9 686 283 2,61% 27 414 $1 801 337 Baisse ×1
CAT Caterpillar, Inc. Common Stock $8 306 070 2,23% 7 800 $2 495 313 Baisse ×1
QQQ Invesco QQQ Trust, Series 1 $7 353 145 1,98% 9 985 $1 665 177 Hausse ×1
MSFT Microsoft Corporation - Common Stock $7 001 765 1,88% 18 770 $-172 778 Baisse ×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 Hausse ×1
ABBV AbbVie Inc. Common Stock $6 125 949 1,65% 24 344 $643 654 Baisse ×1
DGRO $5 904 201 1,59% 77 902 $-387 530 Baisse ×1
AMZN Amazon.com, Inc. - Common Stock $5 807 937 1,56% 24 368 $814 813 Hausse ×1
JPM JP Morgan Chase & Co. Common Stock $5 660 746 1,52% 17 294 $593 809 Hausse ×1
IUSG iShares Core S&P U.S. Growth ETF $5 581 287 1,50% 29 673 $913 969 Baisse ×1
IVV $5 537 624 1,49% 7 394 $817 461 Hausse ×1
GOOGL Alphabet Inc. - Class A Common Stock $5 236 768 1,41% 14 654 $1 023 320 Hausse ×1
BRKB $5 197 051 1,40% 10 386 $266 083 Hausse ×1
JNJ Johnson & Johnson Common Stock $4 819 185 1,30% 18 975 $179 076 Baisse ×1
VYM $4 793 039 1,29% 30 330 $307 715 Hausse ×1
PG Procter & Gamble Company (The) Common Stock $4 749 558 1,28% 32 389 $152 525 Hausse ×1
PANW Palo Alto Networks, Inc. - Common Stock $4 305 719 1,16% 12 626 $2 060 277 Baisse ×1
EMR Emerson Electric Company Common Stock $4 263 310 1,15% 29 782 $440 911 Hausse ×1
GLW Corning Incorporated Common Stock $3 366 765 0,91% 13 181 $1 311 375 Baisse ×1
CSCO Cisco Systems, Inc. - Common Stock $3 285 442 0,88% 27 971 $1 091 022 Baisse ×1
FMDE $3 203 563 0,86% 78 944 $667 862 Hausse ×1
IBM International Business Machines Corporation Common Stock $3 111 026 0,84% 11 063 $-96 859 Baisse ×1
JHSC $2 985 868 0,80% 61 488 $502 571 Hausse ×1
VIG $2 900 571 0,78% 12 258 Hausse ×1
VZ Verizon Communications Inc. Common Stock $2 819 340 0,76% 66 588 $-570 439 Baisse ×1
COST Costco Wholesale Corporation - Common Stock $2 787 339 0,75% 2 980 $-168 369 Hausse ×1
IVW $2 738 757 0,74% 19 914 $577 027 Hausse ×1
IJR $2 719 661 0,73% 18 338 $416 577 Baisse ×1
BRIE MFS Blended Research International Equity ETF $2 653 788 0,71% 87 526 Hausse ×1
IBDT $2 616 183 0,70% 103 611 $-1 938 505 Baisse ×1
IBDU $2 538 955 0,68% 109 627 $-1 778 669 Baisse ×1
IBDS $2 538 871 0,68% 104 825 $-1 994 609 Baisse ×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 Baisse ×1
RTX RTX Corporation Common Stock $2 412 540 0,65% 12 716 $-46 187 Baisse ×1
VTI $2 336 195 0,63% 6 313 $295 644 Baisse ×1
IDV $2 299 418 0,62% 55 501 $153 450 Hausse ×1
LOW Lowe's Companies, Inc. Common Stock $2 285 486 0,61% 10 365 $-256 779 Baisse ×1
DE Deere & Company Common Stock $2 272 384 0,61% 3 582 $226 643 Baisse ×1
MOAT $2 225 361 0,60% 21 406 $100 094 Baisse ×1
CVX Chevron Corporation Common Stock $2 209 349 0,59% 13 329 $-666 366 Baisse ×1
DUK Duke Energy Corporation (Holding Company) Common Stock $2 121 468 0,57% 16 760 $-97 026 Baisse ×1
WCC WESCO International, Inc. Common Stock $2 118 719 0,57% 6 134 $383 304 Baisse ×1
DVY iShares Select Dividend ETF $2 110 094 0,57% 13 500 $67 162 Hausse ×1
V Visa Inc. $2 052 400 0,55% 5 982 $103 713 Baisse ×1
LLY Eli Lilly and Company Common Stock $2 048 180 0,55% 1 708 $436 242 Baisse ×1
WELL Welltower Inc. Common Stock $2 046 867 0,55% 9 018 $270 175 Hausse ×1
ABT Abbott Laboratories Common Stock $1 966 315 0,53% 21 670 $-526 753 Baisse ×1
IBDV $1 924 461 0,52% 88 278 $-1 515 899 Baisse ×1
INTC Intel Corporation - Common Stock $1 878 942 0,51% 13 457 $1 287 751 Hausse ×1
CGNG $1 860 038 0,50% 49 654 $347 584 Hausse ×1
CGXU $1 831 412 0,49% 52 900 $-1 222 607 Baisse ×1
KO Coca-Cola Company (The) Common Stock $1 820 920 0,49% 22 406 $136 420 Hausse ×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 Hausse ×1
IBDR $1 666 135 0,45% 68 763 $-2 258 221 Baisse ×1
LMT Lockheed Martin Corporation Common Stock $1 621 766 0,44% 3 183 $-296 647 Hausse ×1
UNP Union Pacific Corporation Common Stock $1 566 720 0,42% 5 760 $144 967 Baisse ×1
SO Southern Company (The) Common Stock $1 529 928 0,41% 15 985 $-22 188 Baisse ×1
VUG $1 499 744 0,40% 17 411 $247 341 Hausse ×1
QCOM QUALCOMM Incorporated - Common Stock $1 469 303 0,40% 7 951 $281 532 Baisse ×1
WEC WEC Energy Group, Inc. Common Stock $1 420 761 0,38% 12 167 $14 625 Hausse ×1
HDV $1 382 036 0,37% 50 421 $14 060 Hausse ×1
GILD Gilead Sciences, Inc. - Common Stock $1 354 931 0,36% 10 724 $-157 308 Baisse ×1
T AT&T Inc. $1 351 244 0,36% 65 278 $-634 229 Baisse ×1
AVGO Broadcom Inc. - Common Stock $1 349 607 0,36% 3 573 $404 962 Hausse ×1
XLK XLK $1 319 250 0,35% 6 924 $375 426 Baisse ×1
PAYX Paychex, Inc. - Common Stock $1 277 724 0,34% 12 994 $68 371 Baisse ×1
BKNG Booking Holdings Inc. - Common Stock $1 222 505 0,33% 6 859 $148 482 Hausse ×1
NEE NextEra Energy, Inc. Common Stock $1 151 465 0,31% 13 119 $-58 080 Hausse ×1
META Meta Platforms, Inc. - Class A Common Stock $1 104 431 0,30% 1 961 $165 074 Hausse ×1
VOO $1 087 961 0,29% 1 584 $141 883 Hausse ×1
CRM Salesforce, Inc. Common Stock $1 086 520 0,29% 6 936 $-217 119 Baisse ×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 Hausse ×1
BK The Bank of New York Mellon Corporation Common Stock $1 040 808 0,28% 7 197 $190 218 Hausse ×1
MRK Merck & Company, Inc. Common Stock (new) $1 030 459 0,28% 8 019 $66 014 Hausse ×1
LH Labcorp Holdings Inc. Common Stock $986 103 0,27% 3 522 $60 167 Hausse ×1
KRYS Krystal Biotech, Inc. - Common Stock $934 750 0,25% 2 515 Hausse ×1
IBDW $924 603 0,25% 44 367 $-66 509 Baisse ×1
AVUV $917 848 0,25% 7 357 $86 607 Baisse ×1
GE GE Aerospace Common Stock $869 139 0,23% 2 326 $236 015 Hausse ×1
IWF $844 695 0,23% 6 803 $119 550 Hausse ×1
IWD $839 778 0,23% 3 464 $99 625
CGGR $823 193 0,22% 17 441 $596 701 Hausse ×1
ISRG Intuitive Surgical, Inc. - Common Stock $809 279 0,22% 2 035 $164 354 Hausse ×1
IJH $801 418 0,22% 10 393 $123 043 Hausse ×1
PEG Public Service Enterprise Group Incorporated Common Stock $787 484 0,21% 9 703 $-46 427 Baisse ×1
BMY Bristol-Myers Squibb Company Common Stock $775 063 0,21% 13 451 $-54 890 Baisse ×1
OKE ONEOK, Inc. Common Stock $747 451 0,20% 8 597 $-7 018 Hausse ×1
CL Colgate-Palmolive Company Common Stock $733 073 0,20% 7 996 $45 437 Baisse ×1
PEP PepsiCo, Inc. - Common Stock $713 544 0,19% 5 270 $-144 623 Baisse ×1
ED Consolidated Edison, Inc. Common Stock $706 210 0,19% 6 384 $-14 830 Hausse ×1
NSC Norfolk Southern Corporation Common Stock $706 132 0,19% 2 245 $61 988 Hausse ×1

Plus gros nouveaux paris

Nouvelles positions ouvertes ce trimestre, par ordre décroissant.

Titre Valeur Actions % du portefeuille
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%
Émetteur inconnu (CUSIP: 438516205) $450 487 2 012 0,12%
Émetteur inconnu (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%

Principaux mouvements (T/T)

Titre Mouvement Δ Actions Δ Valeur
ITOT A acheté plus +6K +$3.6M
AAPL Réduit -3K +$2.8M
NVDA Réduit -227 +$2.5M
CAT Réduit -402 +$2.5M
IBDR Réduit -93K -$2.3M
PANW Réduit -1K +$2.1M
IBDS Réduit -82K -$2.0M
IBDT Réduit -76K -$1.9M
GOOG Réduit -73 +$1.8M
IBDU Réduit -76K -$1.8M

Positions clôturées

Inclut les événements d'entreprise (fusions, retraits de la cote) — toutes les sorties ne sont pas des ventes

Les positions clôturées reflètent les changements de déclaration 13F ; pour les gestionnaires d'indices, il s'agit souvent de décisions mécaniques (radiation, fusions et acquisitions, rééquilibrage d'indices), et non de décisions actives.

TitreTrimestre Actions avant Valeur avant Prix depuis la sortie
HON 30 juin 2026 4 029 $910 650 -1,9%
NUE 30 juin 2026 1 818 $307 403 12,0%
GIS 30 juin 2026 6 460 $240 456 13,0%
NVS 30 juin 2026 1 402 $214 156 0,2%