Cornell Pochily Investment Advisors, Inc.

CIK

1736260

Location

ITHACA, NY

Portfolio Value

Small $249,915,449

Diversification

Diversified

Filing Date

Global Rank

#3,992 / 8,517 ▼ 30

Top Industry

Consumer Electronics 12.4%

3Y Alpha vs SPY

+21.7%

Period ended 46 days ago

Filed Jul 15, 2026 · 31d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+188.8%

SPY

+75.3%

Annualised alpha

+21.8%

Max drawdown

−16.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

125 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.5%

+0.9 pts

Top 5

31.9%

+0.2 pts

Top 10

45.1%

−1.5 pts

HHI

336

Diversified+13

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.2%	$80,426,471	21
Financial Services	12.0%	$30,107,347	17
Industrials	11.6%	$29,018,585	20
Healthcare	11.1%	$27,838,484	16
Unclassified	7.8%	$19,401,925	3
Consumer Cyclical	5.8%	$14,457,270	9
Consumer Defensive	5.3%	$13,297,533	12
Communication Services	4.5%	$11,311,237	6
Energy	4.5%	$11,150,812	7
Utilities	3.6%	$9,104,529	9
Real Estate	1.2%	$3,085,583	3
Basic Materials	0.3%	$715,673	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BKNG	Booking Holdings Inc.	+6,604	6,859	$1,222,548
KTOS	Kratos Defense & Security Solutions, Inc.	+2,192	12,128	$604,702
XOM	ExxonMobil Holdings Corp	+1,017	48,183	$6,587,579
PLTR	Palantir Technologies Inc.	+910	3,555	$414,761
ISRG	Intuitive Surgical Inc	+636	2,035	$809,278
EMR	Emerson Electric Co	+608	29,782	$4,263,293
PFE	Pfizer Inc	+585	28,268	$680,693
PG	PROCTER & GAMBLE Co	+562	32,389	$4,749,522
AVGO	Broadcom Inc.	+521	3,573	$1,349,700
KMB	Kimberly Clark Corp	+515	6,243	$685,294
NOW	ServiceNow, Inc.	+495	2,825	$280,466
AMZN	Amazon Com Inc	+394	24,368	$5,807,869
AEP	American Electric Power Co Inc	+364	4,832	$661,065
FE	Firstenergy Corp	+359	10,253	$487,427
HD	Home Depot, Inc.	+350	1,474	$519,850
META	Meta Platforms, Inc.	+319	1,961	$1,104,611
KO	Coca Cola Co	+256	22,406	$1,820,935
OKE	Oneok Inc /New/	+250	8,597	$747,423
NFLX	Netflix Inc	+157	3,913	$279,388
QQQ	Invesco Qqq Trust, Series 1	+130	9,985	$7,352,954
NEE	Nextera Energy Inc	+96	13,119	$1,151,454
GE	General Electric Co	+95	2,326	$869,295
BRK-B	Berkshire Hathaway Inc	+87	10,386	$5,197,050
SCHW	Schwab Charles Corp	+73	2,580	$238,056
JPM	Jpmorgan Chase & Co	+69	17,294	$5,660,845
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−27,485	14,654	$5,236,899
TMP	Tompkins Financial Corp	−3,886	117,942	$11,147,877
T	At&T Inc.	−3,210	65,278	$1,351,254
VICI	Vici Properties Inc.	−2,784	13,613	$361,425
AAPL	Apple Inc.	−2,667	98,929	$28,626,095
ABT	Abbott Laboratories	−2,612	21,670	$1,966,335
IBM	International Business Machines Corp	−2,171	11,063	$3,111,026
HON	Honeywell International Inc	−2,017	2,012	$450,486
GLW	Corning Inc /Ny	−1,935	13,181	$3,366,822
SPY	Spdr S&P 500 ETF Trust	−1,506	15,530	$11,597,338
DIS	Walt Disney Co	−1,475	5,400	$519,750
PANW	Palo Alto Networks Inc	−1,380	12,626	$4,305,718
SBUX	Starbucks Corp	−1,312	3,799	$388,219
QCOM	Qualcomm Inc/De	−1,272	7,951	$1,469,265
VZ	Verizon Communications Inc	−937	66,588	$2,819,335
VEEV	Veeva Systems Inc	−934	1,894	$336,128
ABBV	AbbVie Inc.	−863	24,344	$6,125,924
BWA	Borgwarner Inc	−781	4,891	$324,762
MKC	Mccormick & Co Inc	−668	4,343	$218,974
MSFT	Microsoft Corp	−612	18,770	$7,001,585
PEG	Public Service Enterprise Group Inc	−599	9,703	$787,495
CVX	Chevron Corp	−570	13,329	$2,209,415
TMO	Thermo Fisher Scientific Inc.	−525	4,918	$2,465,688
SYY	Sysco Corp	−479	3,815	$318,857
V	Visa Inc.	−465	5,982	$2,052,364
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
KRYS	Krystal Biotech, Inc.	2,515	$934,750
UNH	Unitedhealth Group Inc	1,682	$699,089
HONA	Honeywell Aerospace Inc.	2,012	$444,249
MTD	Mettler Toledo International Inc/	210	$268,277
AMD	Advanced Micro Devices Inc	460	$267,218
CSX	Csx Corp	4,590	$218,162
ALL	Allstate Corp	915	$217,715
MMM	3M Co	1,237	$200,282
CRWD	CrowdStrike Holdings, Inc.	363	$69,254
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
CGNG	Capital Group New Geography Equity ETF	47,908	$1,512,455
NUE	Nucor Corp	1,818	$307,423
VB	Vanguard Morningstar Small-Cap ETF	1,013	$265,324
GIS	General Mills Inc	6,460	$240,441
CGGR	Capital Group Growth ETF	5,636	$226,510
NVS	Novartis AG	1,402	$214,155
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

125 tracked positions · $249,915,449 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 125 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	98,929	-2,667	$28,626,095	+11.0%	11.45%
NVDA	Nvidia Corp Technology	Reduced	100,186	-227	$20,046,216	+14.5%	8.02%
SPY	Spdr S&P 500 ETF Trust	Reduced	15,530	-1,506	$11,597,338	+4.7%	4.64%
TMP	Tompkins Financial Corp Financial Services	Reduced	117,942	-3,886	$11,147,877	+16.1%	4.46%
CAT	Caterpillar Inc Industrials	Reduced	7,800	-402	$8,306,220	+42.9%	3.32%
QQQ	Invesco Qqq Trust, Series 1	Added	9,985	+130	$7,352,954	+29.3%	2.94%
MSFT	Microsoft Corp Technology	Reduced	18,770	-612	$7,001,585	−2.4%	2.80%
XOM	ExxonMobil Holdings Corp Energy	Added	48,183	+1,017	$6,587,579	−17.7%	2.64%
ABBV	AbbVie Inc. Healthcare	Reduced	24,344	-863	$6,125,924	+11.7%	2.45%
AMZN	Amazon Com Inc Consumer Cyclical	Added	24,368	+394	$5,807,869	+16.3%	2.32%
JPM	Jpmorgan Chase & Co Financial Services	Added	17,294	+69	$5,660,845	+11.7%	2.27%
GOOGL	Alphabet Inc. Communication Services	Reduced	14,654	-27,485	$5,236,899	−56.7%	2.10%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	10,386	+87	$5,197,050	−54.4%	2.08%
JNJ	Johnson & Johnson Healthcare	Reduced	18,975	-8	$4,819,080	+3.9%	1.93%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	32,389	+562	$4,749,522	+3.3%	1.90%
PANW	Palo Alto Networks Inc Technology	Reduced	12,626	-1,380	$4,305,718	+91.8%	1.72%
EMR	Emerson Electric Co Industrials	Added	29,782	+608	$4,263,293	+11.5%	1.71%
GLW	Corning Inc /Ny Technology	Reduced	13,181	-1,935	$3,366,822	+63.8%	1.35%
CSCO	Cisco Systems, Inc. Technology	Reduced	27,971	-311	$3,285,473	+49.7%	1.31%
IBM	International Business Machines Corp Technology	Reduced	11,063	-2,171	$3,111,026	−3.0%	1.24%
VZ	Verizon Communications Inc Communication Services	Reduced	66,588	-937	$2,819,335	−16.8%	1.13%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,980	+14	$2,787,700	−5.7%	1.12%
AMGN	Amgen Inc Healthcare	Held	7,009	0	$2,538,099	+2.9%	1.02%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	4,918	-525	$2,465,688	−7.8%	0.99%
RTX	RTX Corp Industrials	Reduced	12,716	-30	$2,412,606	−1.9%	0.97%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	10,365	-395	$2,285,378	−10.1%	0.91%
DE	Deere & Co Industrials	Reduced	3,582	-50	$2,272,170	+11.1%	0.91%
CVX	Chevron Corp Energy	Reduced	13,329	-570	$2,209,415	−23.2%	0.88%
DUK	Duke Energy CORP Utilities	Reduced	16,760	-183	$2,121,480	−4.4%	0.85%
WCC	Wesco International Inc Industrials	Reduced	6,134	-208	$2,118,867	+22.1%	0.85%
V	Visa Inc. Financial Services	Reduced	5,982	-465	$2,052,364	+5.3%	0.82%
LLY	ELI LILLY & Co Healthcare	Reduced	1,708	-45	$2,048,626	+27.1%	0.82%
WELL	Welltower Inc. Real Estate	Added	9,018	+32	$2,046,815	+15.2%	0.82%
ABT	Abbott Laboratories Healthcare	Reduced	21,670	-2,612	$1,966,335	−21.1%	0.79%
INTC	Intel Corp Technology	Added	13,457	+60	$1,879,000	+217.8%	0.75%
KO	Coca Cola Co Consumer Defensive	Added	22,406	+256	$1,820,935	+8.1%	0.73%
TSLA	Tesla, Inc. Consumer Cyclical	Held	4,157	0	$1,748,434	+13.1%	0.70%
MCD	Mcdonalds Corp Consumer Cyclical	Added	6,452	+2	$1,744,040	−13.0%	0.70%
LMT	Lockheed Martin Corp Industrials	Added	3,183	+9	$1,621,611	−15.5%	0.65%
UNP	Union Pacific Corp Industrials	Reduced	5,760	-100	$1,566,720	+10.2%	0.63%
SO	Southern Co Utilities	Reduced	15,985	-96	$1,529,924	−1.4%	0.61%
QCOM	Qualcomm Inc/De Technology	Reduced	7,951	-1,272	$1,469,265	+23.7%	0.59%
WEC	Wec Energy Group, Inc. Utilities	Added	12,167	+21	$1,420,740	+1.0%	0.57%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	10,724	-127	$1,354,870	−10.4%	0.54%
T	At&T Inc. Communication Services	Reduced	65,278	-3,210	$1,351,254	−31.9%	0.54%
AVGO	Broadcom Inc. Technology	Added	3,573	+521	$1,349,700	+42.9%	0.54%
PAYX	Paychex Inc Technology	Reduced	12,994	-134	$1,277,700	+5.7%	0.51%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	6,859	+6,604	$1,222,548	+13.9%	0.49%
NEE	Nextera Energy Inc Utilities	Added	13,119	+96	$1,151,454	−4.8%	0.46%
META	Meta Platforms, Inc. Communication Services	Added	1,961	+319	$1,104,611	+17.6%	0.44%

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.