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Cornell Pochily Investment Advisors, Inc.

Location
ITHACA, NY
Portfolio Value
Small $371,701,341
Diversification
Diversified
Filing Date
Global Rank
#4,597 / 8,794 ▲ 168 · as of Jun 2026
Top Industry
Consumer Electronics 11.6%
Period ended 3 months ago
Filed Jul 15, 2026 · 3mo
26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

151 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
18.2%
+8.6 pts
Top 5
38.5%
+9.6 pts
Top 10
50.7%
+8.3 pts
HHI
514
Sep 2023 → Jun 2026 · range 250 – 514
Diversified+235

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Unclassified 33.5% $124,542,868
Technology 21.7% $80,634,236
Financial Services 9.9% $36,857,780
Industrials 7.8% $29,019,148
Healthcare 7.5% $27,838,484
Communication Services 5.6% $20,997,425
Consumer Cyclical 3.9% $14,457,270
Consumer Defensive 3.6% $13,297,533
Energy 3.0% $11,150,812
Utilities 2.4% $9,104,529
Real Estate 0.8% $3,085,583
Basic Materials 0.2% $715,673

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
— +40,342 52,780 $1,903,849
— +2,654 5,308 $298,097

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
14 positions
Ticker Shares Value Open
— 1,140 $216,816

Sold Out

Positions the filer fully exited
3 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
151 tracked positions · $371,701,341 total · filing declares 189 positions · $371,701,873 · as of Jun 30, 2026
Showing 1–50 of 151 positions by value · page 1 of 4
Ticker Company Shares Value (USD) % of Portfolio History
52,780 $1,903,849 0.51%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.