Cornell Pochily Investment Advisors, Inc.

CIK 1736260 · Visualizza su SEC EDGAR ↗

Valore del portafoglio
$371.7M
#4.549 di 9.443 per valore 13F · top 48.2%
Posizioni
189
Aggiornato al
30 Giugno 2026

Valore portafoglio QoQ: +9.2% Il 13F non rivela la liquidità

Peso dei primi 10 titoli
35,35%
Peso dei primi 25 titoli
56,32%
Posizioni superiori all'1%
24
Numero effettivo di posizioni
47,4

Basato solo su partecipazioni azionarie long 13F (liquidità, obbligazioni, short non divulgati)

Rotazione Q2 2026: 5,93% Acquisti stimati $21.114.238 · vendite $21.976.130

Nuove posizioni
19
Aumentato
65
Diminuito
84
Chiuso
4
Su questa pagina

Suddivisione settoriale

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%
Altro/Non mappato
40,0%

Portafoglio completo 189 posizioni

Tipo Sequenza Tendenza 8 trim.
AAPL Apple Inc. - Common Stock $28.626.128 7,70% 98.929 $2.842.164 Giù ×1
ITOT $20.907.922 5,62% 127.278 $3.568.528 Su ×1
NVDA NVIDIA Corporation - Common Stock $20.046.210 5,39% 100.186 $2.534.128 Giù ×1
SPY SPY $11.597.213 3,12% 15.530 $517.833 Giù ×1
TMP $11.147.846 3,00% 117.942 $1.542.929 Giù ×1
GOOG Alphabet Inc. - Class C Capital Stock $9.686.283 2,61% 27.414 $1.801.337 Giù ×1
CAT Caterpillar, Inc. Common Stock $8.306.070 2,23% 7.800 $2.495.313 Giù ×1
QQQ Invesco QQQ Trust, Series 1 $7.353.145 1,98% 9.985 $1.665.177 Su ×1
MSFT Microsoft Corporation - Common Stock $7.001.765 1,88% 18.770 $-172.778 Giù ×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 Su ×1
ABBV AbbVie Inc. Common Stock $6.125.949 1,65% 24.344 $643.654 Giù ×1
DGRO $5.904.201 1,59% 77.902 $-387.530 Giù ×1
AMZN Amazon.com, Inc. - Common Stock $5.807.937 1,56% 24.368 $814.813 Su ×1
JPM JP Morgan Chase & Co. Common Stock $5.660.746 1,52% 17.294 $593.809 Su ×1
IUSG iShares Core S&P U.S. Growth ETF $5.581.287 1,50% 29.673 $913.969 Giù ×1
IVV $5.537.624 1,49% 7.394 $817.461 Su ×1
GOOGL Alphabet Inc. - Class A Common Stock $5.236.768 1,41% 14.654 $1.023.320 Su ×1
BRKB $5.197.051 1,40% 10.386 $266.083 Su ×1
JNJ Johnson & Johnson Common Stock $4.819.185 1,30% 18.975 $179.076 Giù ×1
VYM $4.793.039 1,29% 30.330 $307.715 Su ×1
PG Procter & Gamble Company (The) Common Stock $4.749.558 1,28% 32.389 $152.525 Su ×1
PANW Palo Alto Networks, Inc. - Common Stock $4.305.719 1,16% 12.626 $2.060.277 Giù ×1
EMR Emerson Electric Company Common Stock $4.263.310 1,15% 29.782 $440.911 Su ×1
GLW Corning Incorporated Common Stock $3.366.765 0,91% 13.181 $1.311.375 Giù ×1
CSCO Cisco Systems, Inc. - Common Stock $3.285.442 0,88% 27.971 $1.091.022 Giù ×1
FMDE $3.203.563 0,86% 78.944 $667.862 Su ×1
IBM International Business Machines Corporation Common Stock $3.111.026 0,84% 11.063 $-96.859 Giù ×1
JHSC $2.985.868 0,80% 61.488 $502.571 Su ×1
VIG $2.900.571 0,78% 12.258 Su ×1
VZ Verizon Communications Inc. Common Stock $2.819.340 0,76% 66.588 $-570.439 Giù ×1
COST Costco Wholesale Corporation - Common Stock $2.787.339 0,75% 2.980 $-168.369 Su ×1
IVW $2.738.757 0,74% 19.914 $577.027 Su ×1
IJR $2.719.661 0,73% 18.338 $416.577 Giù ×1
BRIE MFS Blended Research International Equity ETF $2.653.788 0,71% 87.526 Su ×1
IBDT $2.616.183 0,70% 103.611 $-1.938.505 Giù ×1
IBDU $2.538.955 0,68% 109.627 $-1.778.669 Giù ×1
IBDS $2.538.871 0,68% 104.825 $-1.994.609 Giù ×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 Giù ×1
RTX RTX Corporation Common Stock $2.412.540 0,65% 12.716 $-46.187 Giù ×1
VTI $2.336.195 0,63% 6.313 $295.644 Giù ×1
IDV $2.299.418 0,62% 55.501 $153.450 Su ×1
LOW Lowe's Companies, Inc. Common Stock $2.285.486 0,61% 10.365 $-256.779 Giù ×1
DE Deere & Company Common Stock $2.272.384 0,61% 3.582 $226.643 Giù ×1
MOAT $2.225.361 0,60% 21.406 $100.094 Giù ×1
CVX Chevron Corporation Common Stock $2.209.349 0,59% 13.329 $-666.366 Giù ×1
DUK Duke Energy Corporation (Holding Company) Common Stock $2.121.468 0,57% 16.760 $-97.026 Giù ×1
WCC WESCO International, Inc. Common Stock $2.118.719 0,57% 6.134 $383.304 Giù ×1
DVY iShares Select Dividend ETF $2.110.094 0,57% 13.500 $67.162 Su ×1
V Visa Inc. $2.052.400 0,55% 5.982 $103.713 Giù ×1
LLY Eli Lilly and Company Common Stock $2.048.180 0,55% 1.708 $436.242 Giù ×1
WELL Welltower Inc. Common Stock $2.046.867 0,55% 9.018 $270.175 Su ×1
ABT Abbott Laboratories Common Stock $1.966.315 0,53% 21.670 $-526.753 Giù ×1
IBDV $1.924.461 0,52% 88.278 $-1.515.899 Giù ×1
INTC Intel Corporation - Common Stock $1.878.942 0,51% 13.457 $1.287.751 Su ×1
CGNG $1.860.038 0,50% 49.654 $347.584 Su ×1
CGXU $1.831.412 0,49% 52.900 $-1.222.607 Giù ×1
KO Coca-Cola Company (The) Common Stock $1.820.920 0,49% 22.406 $136.420 Su ×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 Su ×1
IBDR $1.666.135 0,45% 68.763 $-2.258.221 Giù ×1
LMT Lockheed Martin Corporation Common Stock $1.621.766 0,44% 3.183 $-296.647 Su ×1
UNP Union Pacific Corporation Common Stock $1.566.720 0,42% 5.760 $144.967 Giù ×1
SO Southern Company (The) Common Stock $1.529.928 0,41% 15.985 $-22.188 Giù ×1
VUG $1.499.744 0,40% 17.411 $247.341 Su ×1
QCOM QUALCOMM Incorporated - Common Stock $1.469.303 0,40% 7.951 $281.532 Giù ×1
WEC WEC Energy Group, Inc. Common Stock $1.420.761 0,38% 12.167 $14.625 Su ×1
HDV $1.382.036 0,37% 50.421 $14.060 Su ×1
GILD Gilead Sciences, Inc. - Common Stock $1.354.931 0,36% 10.724 $-157.308 Giù ×1
T AT&T Inc. $1.351.244 0,36% 65.278 $-634.229 Giù ×1
AVGO Broadcom Inc. - Common Stock $1.349.607 0,36% 3.573 $404.962 Su ×1
XLK XLK $1.319.250 0,35% 6.924 $375.426 Giù ×1
PAYX Paychex, Inc. - Common Stock $1.277.724 0,34% 12.994 $68.371 Giù ×1
BKNG Booking Holdings Inc. - Common Stock $1.222.505 0,33% 6.859 $148.482 Su ×1
NEE NextEra Energy, Inc. Common Stock $1.151.465 0,31% 13.119 $-58.080 Su ×1
META Meta Platforms, Inc. - Class A Common Stock $1.104.431 0,30% 1.961 $165.074 Su ×1
VOO $1.087.961 0,29% 1.584 $141.883 Su ×1
CRM Salesforce, Inc. Common Stock $1.086.520 0,29% 6.936 $-217.119 Giù ×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 Su ×1
BK The Bank of New York Mellon Corporation Common Stock $1.040.808 0,28% 7.197 $190.218 Su ×1
MRK Merck & Company, Inc. Common Stock (new) $1.030.459 0,28% 8.019 $66.014 Su ×1
LH Labcorp Holdings Inc. Common Stock $986.103 0,27% 3.522 $60.167 Su ×1
KRYS Krystal Biotech, Inc. - Common Stock $934.750 0,25% 2.515 Su ×1
IBDW $924.603 0,25% 44.367 $-66.509 Giù ×1
AVUV $917.848 0,25% 7.357 $86.607 Giù ×1
GE GE Aerospace Common Stock $869.139 0,23% 2.326 $236.015 Su ×1
IWF $844.695 0,23% 6.803 $119.550 Su ×1
IWD $839.778 0,23% 3.464 $99.625
CGGR $823.193 0,22% 17.441 $596.701 Su ×1
ISRG Intuitive Surgical, Inc. - Common Stock $809.279 0,22% 2.035 $164.354 Su ×1
IJH $801.418 0,22% 10.393 $123.043 Su ×1
PEG Public Service Enterprise Group Incorporated Common Stock $787.484 0,21% 9.703 $-46.427 Giù ×1
BMY Bristol-Myers Squibb Company Common Stock $775.063 0,21% 13.451 $-54.890 Giù ×1
OKE ONEOK, Inc. Common Stock $747.451 0,20% 8.597 $-7.018 Su ×1
CL Colgate-Palmolive Company Common Stock $733.073 0,20% 7.996 $45.437 Giù ×1
PEP PepsiCo, Inc. - Common Stock $713.544 0,19% 5.270 $-144.623 Giù ×1
ED Consolidated Edison, Inc. Common Stock $706.210 0,19% 6.384 $-14.830 Su ×1
NSC Norfolk Southern Corporation Common Stock $706.132 0,19% 2.245 $61.988 Su ×1

Le maggiori nuove scommesse

Nuove posizioni aperte questo trimestre, dalla più grande.

Titolo Valore Azioni % del portafoglio
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%
Emittente sconosciuto (CUSIP: 438516205) $450.487 2.012 0,12%
Emittente sconosciuto (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%

Principali variazioni (QoQ)

Titolo Movimento Azioni Δ Valore Δ
ITOT Acquistato di più +6K +$3.6M
AAPL Ridotto -3K +$2.8M
NVDA Ridotto -227 +$2.5M
CAT Ridotto -402 +$2.5M
IBDR Ridotto -93K -$2.3M
PANW Ridotto -1K +$2.1M
IBDS Ridotto -82K -$2.0M
IBDT Ridotto -76K -$1.9M
GOOG Ridotto -73 +$1.8M
IBDU Ridotto -76K -$1.8M

Posizioni chiuse

Include eventi societari (fusioni, delisting) — non tutte le uscite sono vendite

Le posizioni chiuse riflettono modifiche ai report 13F; per i gestori di indici queste sono spesso meccaniche (delisting, fusioni e acquisizioni, ribilanciamento indice), non decisioni attive.

TitoloTrimestre Azioni precedenti Valore precedente Prezzo dall'uscita
HON 30 Giugno 2026 4.029 $910.650 -1,9%
NUE 30 Giugno 2026 1.818 $307.403 12,0%
GIS 30 Giugno 2026 6.460 $240.456 13,0%
NVS 30 Giugno 2026 1.402 $214.156 0,2%