Cornell Pochily Investment Advisors, Inc.

CIK 1736260 · 在 SEC EDGAR 上查看 ↗

投资组合价值
$371.7M
按 13F 价值排名第 4549（共 9443） · 前 48.2%
持仓
189
截至
2026年6月30日

投资组合价值同比（季度）：+9.2% 13F不披露现金

前十大持仓权重
35.35%
前二十五大持仓权重
56.32%
持仓高于 1%
24
有效持仓数量
47.4

仅基于13F多头股票持仓（现金、债券、空头未披露）

周转率 Q2 2026: 5.93% 估计买入 $21114238 · 卖出 $21976130

新仓位
19
增加
65
减少
84
已结清
4
本页内容

行业细分

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%
其他/未映射
40.0%

完整投资组合 189 持仓

类型 连胜 8个季度趋势
AAPL Apple Inc. - Common Stock $28626128 7.70% 98929 $2842164 下跌 ×1
ITOT $20907922 5.62% 127278 $3568528 上涨 ×1
NVDA NVIDIA Corporation - Common Stock $20046210 5.39% 100186 $2534128 下跌 ×1
SPY SPY $11597213 3.12% 15530 $517833 下跌 ×1
TMP $11147846 3.00% 117942 $1542929 下跌 ×1
GOOG Alphabet Inc. - Class C Capital Stock $9686283 2.61% 27414 $1801337 下跌 ×1
CAT Caterpillar, Inc. Common Stock $8306070 2.23% 7800 $2495313 下跌 ×1
QQQ Invesco QQQ Trust, Series 1 $7353145 1.98% 9985 $1665177 上涨 ×1
MSFT Microsoft Corporation - Common Stock $7001765 1.88% 18770 $-172778 下跌 ×1
BRKA $6739650 1.81% 9 $276390
XOM Exxon Mobil Corporation Common Stock $6587568 1.77% 48183 $-1414595 上涨 ×1
ABBV AbbVie Inc. Common Stock $6125949 1.65% 24344 $643654 下跌 ×1
DGRO $5904201 1.59% 77902 $-387530 下跌 ×1
AMZN Amazon.com, Inc. - Common Stock $5807937 1.56% 24368 $814813 上涨 ×1
JPM JP Morgan Chase & Co. Common Stock $5660746 1.52% 17294 $593809 上涨 ×1
IUSG iShares Core S&P U.S. Growth ETF $5581287 1.50% 29673 $913969 下跌 ×1
IVV $5537624 1.49% 7394 $817461 上涨 ×1
GOOGL Alphabet Inc. - Class A Common Stock $5236768 1.41% 14654 $1023320 上涨 ×1
BRKB $5197051 1.40% 10386 $266083 上涨 ×1
JNJ Johnson & Johnson Common Stock $4819185 1.30% 18975 $179076 下跌 ×1
VYM $4793039 1.29% 30330 $307715 上涨 ×1
PG Procter & Gamble Company (The) Common Stock $4749558 1.28% 32389 $152525 上涨 ×1
PANW Palo Alto Networks, Inc. - Common Stock $4305719 1.16% 12626 $2060277 下跌 ×1
EMR Emerson Electric Company Common Stock $4263310 1.15% 29782 $440911 上涨 ×1
GLW Corning Incorporated Common Stock $3366765 0.91% 13181 $1311375 下跌 ×1
CSCO Cisco Systems, Inc. - Common Stock $3285442 0.88% 27971 $1091022 下跌 ×1
FMDE $3203563 0.86% 78944 $667862 上涨 ×1
IBM International Business Machines Corporation Common Stock $3111026 0.84% 11063 $-96859 下跌 ×1
JHSC $2985868 0.80% 61488 $502571 上涨 ×1
VIG $2900571 0.78% 12258 上涨 ×1
VZ Verizon Communications Inc. Common Stock $2819340 0.76% 66588 $-570439 下跌 ×1
COST Costco Wholesale Corporation - Common Stock $2787339 0.75% 2980 $-168369 上涨 ×1
IVW $2738757 0.74% 19914 $577027 上涨 ×1
IJR $2719661 0.73% 18338 $416577 下跌 ×1
BRIE MFS Blended Research International Equity ETF $2653788 0.71% 87526 上涨 ×1
IBDT $2616183 0.70% 103611 $-1938505 下跌 ×1
IBDU $2538955 0.68% 109627 $-1778669 下跌 ×1
IBDS $2538871 0.68% 104825 $-1994609 下跌 ×1
AMGN Amgen Inc. - Common Stock $2538128 0.68% 7009 $72155
TMO Thermo Fisher Scientific Inc Common Stock $2465688 0.66% 4918 $-209732 下跌 ×1
RTX RTX Corporation Common Stock $2412540 0.65% 12716 $-46187 下跌 ×1
VTI $2336195 0.63% 6313 $295644 下跌 ×1
IDV $2299418 0.62% 55501 $153450 上涨 ×1
LOW Lowe's Companies, Inc. Common Stock $2285486 0.61% 10365 $-256779 下跌 ×1
DE Deere & Company Common Stock $2272384 0.61% 3582 $226643 下跌 ×1
MOAT $2225361 0.60% 21406 $100094 下跌 ×1
CVX Chevron Corporation Common Stock $2209349 0.59% 13329 $-666366 下跌 ×1
DUK Duke Energy Corporation (Holding Company) Common Stock $2121468 0.57% 16760 $-97026 下跌 ×1
WCC WESCO International, Inc. Common Stock $2118719 0.57% 6134 $383304 下跌 ×1
DVY iShares Select Dividend ETF $2110094 0.57% 13500 $67162 上涨 ×1
V Visa Inc. $2052400 0.55% 5982 $103713 下跌 ×1
LLY Eli Lilly and Company Common Stock $2048180 0.55% 1708 $436242 下跌 ×1
WELL Welltower Inc. Common Stock $2046867 0.55% 9018 $270175 上涨 ×1
ABT Abbott Laboratories Common Stock $1966315 0.53% 21670 $-526753 下跌 ×1
IBDV $1924461 0.52% 88278 $-1515899 下跌 ×1
INTC Intel Corporation - Common Stock $1878942 0.51% 13457 $1287751 上涨 ×1
CGNG $1860038 0.50% 49654 $347584 上涨 ×1
CGXU $1831412 0.49% 52900 $-1222607 下跌 ×1
KO Coca-Cola Company (The) Common Stock $1820920 0.49% 22406 $136420 上涨 ×1
TSLA Tesla, Inc. - Common Stock $1748224 0.47% 4157 $203045
MCD McDonald's Corporation Common Stock $1744085 0.47% 6452 $-260607 上涨 ×1
IBDR $1666135 0.45% 68763 $-2258221 下跌 ×1
LMT Lockheed Martin Corporation Common Stock $1621766 0.44% 3183 $-296647 上涨 ×1
UNP Union Pacific Corporation Common Stock $1566720 0.42% 5760 $144967 下跌 ×1
SO Southern Company (The) Common Stock $1529928 0.41% 15985 $-22188 下跌 ×1
VUG $1499744 0.40% 17411 $247341 上涨 ×1
QCOM QUALCOMM Incorporated - Common Stock $1469303 0.40% 7951 $281532 下跌 ×1
WEC WEC Energy Group, Inc. Common Stock $1420761 0.38% 12167 $14625 上涨 ×1
HDV $1382036 0.37% 50421 $14060 上涨 ×1
GILD Gilead Sciences, Inc. - Common Stock $1354931 0.36% 10724 $-157308 下跌 ×1
T AT&T Inc. $1351244 0.36% 65278 $-634229 下跌 ×1
AVGO Broadcom Inc. - Common Stock $1349607 0.36% 3573 $404962 上涨 ×1
XLK XLK $1319250 0.35% 6924 $375426 下跌 ×1
PAYX Paychex, Inc. - Common Stock $1277724 0.34% 12994 $68371 下跌 ×1
BKNG Booking Holdings Inc. - Common Stock $1222505 0.33% 6859 $148482 上涨 ×1
NEE NextEra Energy, Inc. Common Stock $1151465 0.31% 13119 $-58080 上涨 ×1
META Meta Platforms, Inc. - Class A Common Stock $1104431 0.30% 1961 $165074 上涨 ×1
VOO $1087961 0.29% 1584 $141883 上涨 ×1
CRM Salesforce, Inc. Common Stock $1086520 0.29% 6936 $-217119 下跌 ×1
NOC Northrop Grumman Corporation Common Stock $1086294 0.29% 2133 $-368673
IVE $1047245 0.28% 4612 $290906 上涨 ×1
BK The Bank of New York Mellon Corporation Common Stock $1040808 0.28% 7197 $190218 上涨 ×1
MRK Merck & Company, Inc. Common Stock (new) $1030459 0.28% 8019 $66014 上涨 ×1
LH Labcorp Holdings Inc. Common Stock $986103 0.27% 3522 $60167 上涨 ×1
KRYS Krystal Biotech, Inc. - Common Stock $934750 0.25% 2515 上涨 ×1
IBDW $924603 0.25% 44367 $-66509 下跌 ×1
AVUV $917848 0.25% 7357 $86607 下跌 ×1
GE GE Aerospace Common Stock $869139 0.23% 2326 $236015 上涨 ×1
IWF $844695 0.23% 6803 $119550 上涨 ×1
IWD $839778 0.23% 3464 $99625
CGGR $823193 0.22% 17441 $596701 上涨 ×1
ISRG Intuitive Surgical, Inc. - Common Stock $809279 0.22% 2035 $164354 上涨 ×1
IJH $801418 0.22% 10393 $123043 上涨 ×1
PEG Public Service Enterprise Group Incorporated Common Stock $787484 0.21% 9703 $-46427 下跌 ×1
BMY Bristol-Myers Squibb Company Common Stock $775063 0.21% 13451 $-54890 下跌 ×1
OKE ONEOK, Inc. Common Stock $747451 0.20% 8597 $-7018 上涨 ×1
CL Colgate-Palmolive Company Common Stock $733073 0.20% 7996 $45437 下跌 ×1
PEP PepsiCo, Inc. - Common Stock $713544 0.19% 5270 $-144623 下跌 ×1
ED Consolidated Edison, Inc. Common Stock $706210 0.19% 6384 $-14830 上涨 ×1
NSC Norfolk Southern Corporation Common Stock $706132 0.19% 2245 $61988 上涨 ×1

最大新仓位

本季度新开仓位，按规模从大到小排序。

证券 价值 股份 % 占投资组合
VIG $2900571 12258 0.78%
BRIE $2653788 87526 0.71%
KRYS $934750 2515 0.25%
UNH $699268 1682 0.19%
SPYM $635340 7230 0.17%
IBDX $555247 22042 0.15%
未知发行人 (CUSIP: 438516205) $450487 2012 0.12%
未知发行人 (CUSIP: 43849R105) $444813 2012 0.12%
SPTM $380015 4186 0.10%
SOXX $353914 552 0.10%
CRWD $277020 363 0.07%
MTD $268277 210 0.07%
AMD $267219 460 0.07%
XBI $249140 1574 0.07%
CSX $218163 4590 0.06%

季度涨幅榜

证券 操作 股份变动 价值变动
ITOT 增持 +6K +$3.6M
AAPL 削减 -3K +$2.8M
NVDA 削减 -227 +$2.5M
CAT 削减 -402 +$2.5M
IBDR 削减 -93K -$2.3M
PANW 削减 -1K +$2.1M
IBDS 削减 -82K -$2.0M
IBDT 削减 -76K -$1.9M
GOOG 削减 -73 +$1.8M
IBDU 削减 -76K -$1.8M

已退出持仓

包含公司事件（合并、退市）——并非所有退出都是卖出

已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。

证券季度 先前持股数 先前价值 退出后价格
HON 2026年6月30日 4029 $910650 -1.9%
NUE 2026年6月30日 1818 $307403 12.0%
GIS 2026年6月30日 6460 $240456 13.0%
NVS 2026年6月30日 1402 $214156 0.2%