Cornell Pochily Investment Advisors, Inc.

CIK 1736260 · SEC EDGAR で表示 ↗

ポートフォリオ評価額
$371.7M
13F価値別で9,443件中 #4,549 位 · 48.2% トップ
ポジション
189
時点
2026年6月30日

ポートフォリオ価値 前期比: +9.2% 13Fは現金を公開しない

上位10銘柄のウェイト
35.35%
上位25銘柄のウェイト
56.32%
1%超のポジション
24
実効ポジション数
47.4

13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）

ターオーバー Q2 2026: 5.93% 推定買付額 $21,114,238 · 推定売付額 $21,976,130

新規ポジション
19
増加
65
減少
84
クローズ
4
このページについて

セクター別内訳

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%
その他/マッピングなし
40.0%

ポートフォリオ全体 189 ポジション

タイプ 連続 8四半期トレンド
AAPL Apple Inc. - Common Stock $28,626,128 7.70% 98,929 $2,842,164 下落 ×1
ITOT $20,907,922 5.62% 127,278 $3,568,528 上昇 ×1
NVDA NVIDIA Corporation - Common Stock $20,046,210 5.39% 100,186 $2,534,128 下落 ×1
SPY SPY $11,597,213 3.12% 15,530 $517,833 下落 ×1
TMP $11,147,846 3.00% 117,942 $1,542,929 下落 ×1
GOOG Alphabet Inc. - Class C Capital Stock $9,686,283 2.61% 27,414 $1,801,337 下落 ×1
CAT Caterpillar, Inc. Common Stock $8,306,070 2.23% 7,800 $2,495,313 下落 ×1
QQQ Invesco QQQ Trust, Series 1 $7,353,145 1.98% 9,985 $1,665,177 上昇 ×1
MSFT Microsoft Corporation - Common Stock $7,001,765 1.88% 18,770 $-172,778 下落 ×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 上昇 ×1
ABBV AbbVie Inc. Common Stock $6,125,949 1.65% 24,344 $643,654 下落 ×1
DGRO $5,904,201 1.59% 77,902 $-387,530 下落 ×1
AMZN Amazon.com, Inc. - Common Stock $5,807,937 1.56% 24,368 $814,813 上昇 ×1
JPM JP Morgan Chase & Co. Common Stock $5,660,746 1.52% 17,294 $593,809 上昇 ×1
IUSG iShares Core S&P U.S. Growth ETF $5,581,287 1.50% 29,673 $913,969 下落 ×1
IVV $5,537,624 1.49% 7,394 $817,461 上昇 ×1
GOOGL Alphabet Inc. - Class A Common Stock $5,236,768 1.41% 14,654 $1,023,320 上昇 ×1
BRKB $5,197,051 1.40% 10,386 $266,083 上昇 ×1
JNJ Johnson & Johnson Common Stock $4,819,185 1.30% 18,975 $179,076 下落 ×1
VYM $4,793,039 1.29% 30,330 $307,715 上昇 ×1
PG Procter & Gamble Company (The) Common Stock $4,749,558 1.28% 32,389 $152,525 上昇 ×1
PANW Palo Alto Networks, Inc. - Common Stock $4,305,719 1.16% 12,626 $2,060,277 下落 ×1
EMR Emerson Electric Company Common Stock $4,263,310 1.15% 29,782 $440,911 上昇 ×1
GLW Corning Incorporated Common Stock $3,366,765 0.91% 13,181 $1,311,375 下落 ×1
CSCO Cisco Systems, Inc. - Common Stock $3,285,442 0.88% 27,971 $1,091,022 下落 ×1
FMDE $3,203,563 0.86% 78,944 $667,862 上昇 ×1
IBM International Business Machines Corporation Common Stock $3,111,026 0.84% 11,063 $-96,859 下落 ×1
JHSC $2,985,868 0.80% 61,488 $502,571 上昇 ×1
VIG $2,900,571 0.78% 12,258 上昇 ×1
VZ Verizon Communications Inc. Common Stock $2,819,340 0.76% 66,588 $-570,439 下落 ×1
COST Costco Wholesale Corporation - Common Stock $2,787,339 0.75% 2,980 $-168,369 上昇 ×1
IVW $2,738,757 0.74% 19,914 $577,027 上昇 ×1
IJR $2,719,661 0.73% 18,338 $416,577 下落 ×1
BRIE MFS Blended Research International Equity ETF $2,653,788 0.71% 87,526 上昇 ×1
IBDT $2,616,183 0.70% 103,611 $-1,938,505 下落 ×1
IBDU $2,538,955 0.68% 109,627 $-1,778,669 下落 ×1
IBDS $2,538,871 0.68% 104,825 $-1,994,609 下落 ×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 下落 ×1
RTX RTX Corporation Common Stock $2,412,540 0.65% 12,716 $-46,187 下落 ×1
VTI $2,336,195 0.63% 6,313 $295,644 下落 ×1
IDV $2,299,418 0.62% 55,501 $153,450 上昇 ×1
LOW Lowe's Companies, Inc. Common Stock $2,285,486 0.61% 10,365 $-256,779 下落 ×1
DE Deere & Company Common Stock $2,272,384 0.61% 3,582 $226,643 下落 ×1
MOAT $2,225,361 0.60% 21,406 $100,094 下落 ×1
CVX Chevron Corporation Common Stock $2,209,349 0.59% 13,329 $-666,366 下落 ×1
DUK Duke Energy Corporation (Holding Company) Common Stock $2,121,468 0.57% 16,760 $-97,026 下落 ×1
WCC WESCO International, Inc. Common Stock $2,118,719 0.57% 6,134 $383,304 下落 ×1
DVY iShares Select Dividend ETF $2,110,094 0.57% 13,500 $67,162 上昇 ×1
V Visa Inc. $2,052,400 0.55% 5,982 $103,713 下落 ×1
LLY Eli Lilly and Company Common Stock $2,048,180 0.55% 1,708 $436,242 下落 ×1
WELL Welltower Inc. Common Stock $2,046,867 0.55% 9,018 $270,175 上昇 ×1
ABT Abbott Laboratories Common Stock $1,966,315 0.53% 21,670 $-526,753 下落 ×1
IBDV $1,924,461 0.52% 88,278 $-1,515,899 下落 ×1
INTC Intel Corporation - Common Stock $1,878,942 0.51% 13,457 $1,287,751 上昇 ×1
CGNG $1,860,038 0.50% 49,654 $347,584 上昇 ×1
CGXU $1,831,412 0.49% 52,900 $-1,222,607 下落 ×1
KO Coca-Cola Company (The) Common Stock $1,820,920 0.49% 22,406 $136,420 上昇 ×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 上昇 ×1
IBDR $1,666,135 0.45% 68,763 $-2,258,221 下落 ×1
LMT Lockheed Martin Corporation Common Stock $1,621,766 0.44% 3,183 $-296,647 上昇 ×1
UNP Union Pacific Corporation Common Stock $1,566,720 0.42% 5,760 $144,967 下落 ×1
SO Southern Company (The) Common Stock $1,529,928 0.41% 15,985 $-22,188 下落 ×1
VUG $1,499,744 0.40% 17,411 $247,341 上昇 ×1
QCOM QUALCOMM Incorporated - Common Stock $1,469,303 0.40% 7,951 $281,532 下落 ×1
WEC WEC Energy Group, Inc. Common Stock $1,420,761 0.38% 12,167 $14,625 上昇 ×1
HDV $1,382,036 0.37% 50,421 $14,060 上昇 ×1
GILD Gilead Sciences, Inc. - Common Stock $1,354,931 0.36% 10,724 $-157,308 下落 ×1
T AT&T Inc. $1,351,244 0.36% 65,278 $-634,229 下落 ×1
AVGO Broadcom Inc. - Common Stock $1,349,607 0.36% 3,573 $404,962 上昇 ×1
XLK XLK $1,319,250 0.35% 6,924 $375,426 下落 ×1
PAYX Paychex, Inc. - Common Stock $1,277,724 0.34% 12,994 $68,371 下落 ×1
BKNG Booking Holdings Inc. - Common Stock $1,222,505 0.33% 6,859 $148,482 上昇 ×1
NEE NextEra Energy, Inc. Common Stock $1,151,465 0.31% 13,119 $-58,080 上昇 ×1
META Meta Platforms, Inc. - Class A Common Stock $1,104,431 0.30% 1,961 $165,074 上昇 ×1
VOO $1,087,961 0.29% 1,584 $141,883 上昇 ×1
CRM Salesforce, Inc. Common Stock $1,086,520 0.29% 6,936 $-217,119 下落 ×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 上昇 ×1
BK The Bank of New York Mellon Corporation Common Stock $1,040,808 0.28% 7,197 $190,218 上昇 ×1
MRK Merck & Company, Inc. Common Stock (new) $1,030,459 0.28% 8,019 $66,014 上昇 ×1
LH Labcorp Holdings Inc. Common Stock $986,103 0.27% 3,522 $60,167 上昇 ×1
KRYS Krystal Biotech, Inc. - Common Stock $934,750 0.25% 2,515 上昇 ×1
IBDW $924,603 0.25% 44,367 $-66,509 下落 ×1
AVUV $917,848 0.25% 7,357 $86,607 下落 ×1
GE GE Aerospace Common Stock $869,139 0.23% 2,326 $236,015 上昇 ×1
IWF $844,695 0.23% 6,803 $119,550 上昇 ×1
IWD $839,778 0.23% 3,464 $99,625
CGGR $823,193 0.22% 17,441 $596,701 上昇 ×1
ISRG Intuitive Surgical, Inc. - Common Stock $809,279 0.22% 2,035 $164,354 上昇 ×1
IJH $801,418 0.22% 10,393 $123,043 上昇 ×1
PEG Public Service Enterprise Group Incorporated Common Stock $787,484 0.21% 9,703 $-46,427 下落 ×1
BMY Bristol-Myers Squibb Company Common Stock $775,063 0.21% 13,451 $-54,890 下落 ×1
OKE ONEOK, Inc. Common Stock $747,451 0.20% 8,597 $-7,018 上昇 ×1
CL Colgate-Palmolive Company Common Stock $733,073 0.20% 7,996 $45,437 下落 ×1
PEP PepsiCo, Inc. - Common Stock $713,544 0.19% 5,270 $-144,623 下落 ×1
ED Consolidated Edison, Inc. Common Stock $706,210 0.19% 6,384 $-14,830 上昇 ×1
NSC Norfolk Southern Corporation Common Stock $706,132 0.19% 2,245 $61,988 上昇 ×1

最大の新規投資

今四半期に新規開設されたポジション、大きい順。

証券 評価額 株式数 % ポートフォリオの
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%
発行者不明 (CUSIP: 438516205) $450,487 2,012 0.12%
発行者不明 (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%

上位変動銘柄（四半期比）

証券 アクション 株式数Δ 金額Δ
ITOT 買い増し +6K +$3.6M
AAPL 削減 -3K +$2.8M
NVDA 削減 -227 +$2.5M
CAT 削減 -402 +$2.5M
IBDR 削減 -93K -$2.3M
PANW 削減 -1K +$2.1M
IBDS 削減 -82K -$2.0M
IBDT 削減 -76K -$1.9M
GOOG 削減 -73 +$1.8M
IBDU 削減 -76K -$1.8M

解消済みポジション

企業イベント（合併、上場廃止）を含む — 全ての離脱が売りとは限らない

クローズド・ポジションは13F報告の変更を反映しています。インデックス・マネージャーの場合、これらは能動的な決定ではなく、機械的なもの（上場廃止、M&A、インデックスのリバランス）であることがよくあります。

証券四半期 変更前株式数 変更前評価額 解消後の価格
HON 2026年6月30日 4,029 $910,650 -1.9%
NUE 2026年6月30日 1,818 $307,403 12.0%
GIS 2026年6月30日 6,460 $240,456 13.0%
NVS 2026年6月30日 1,402 $214,156 0.2%