Cornell Pochily Investment Advisors, Inc.

CIK

1736260

Location

ITHACA, NY

Portfolio Value

Small $227,882,930

Diversification

Diversified

Filing Date

Global Rank

#3,932 / 8,608 ▲ 88 · as of Mar 2026

Top Industry

Consumer Electronics 12.2%

3Y Alpha vs SPY

-3.0%

Period ended 3 months ago

Filed Apr 17, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+62.4%

SPY

+73.9%

Annualised alpha

-2.7%

Max drawdown

−16.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

119 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.3%

−0.9 pts

Top 5

31.6%

−1.6 pts

Top 10

44.4%

−1.2 pts

HHI

329

Diversified−24

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.9%	$68,106,377	19
Financial Services	11.8%	$26,990,218	16
Healthcare	11.3%	$25,735,111	14
Industrials	11.1%	$25,397,169	17
Unclassified	7.6%	$17,294,835	3
Consumer Defensive	5.9%	$13,493,665	13
Energy	5.8%	$13,308,354	7
Consumer Cyclical	5.6%	$12,710,189	9
Communication Services	5.1%	$11,551,739	6
Utilities	4.1%	$9,296,362	9
Real Estate	1.3%	$2,931,475	3
Basic Materials	0.5%	$1,067,436	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	+2,388	67,525	$3,389,755
BNY	Bank of New York Mellon Corp	+1,760	7,170	$850,577
ANET	Arista Networks, Inc.	+1,534	3,306	$405,910
GLW	Corning Inc /Ny	+1,464	15,116	$2,055,322
AMZN	Amazon Com Inc	+1,237	23,974	$4,993,064
PG	PROCTER & GAMBLE Co	+1,166	31,827	$4,597,091
MKC	Mccormick & Co Inc	+668	5,011	$252,754
PLTR	Palantir Technologies Inc.	+580	2,645	$386,910
MSFT	Microsoft Corp	+495	19,382	$7,174,634
GE	General Electric Co	+410	2,231	$633,090
V	Visa Inc.	+408	6,447	$1,948,541
AVGO	Broadcom Inc.	+378	3,052	$944,624
HON	Honeywell International Inc	+300	4,029	$955,086
IBM	International Business Machines Corp	+299	13,234	$3,207,789
PANW	Palo Alto Networks Inc	+279	14,006	$2,245,441
KTOS	Kratos Defense & Security Solutions, Inc.	+250	9,936	$700,587
SCHW	Schwab Charles Corp	+205	2,507	$235,607
JPM	Jpmorgan Chase & Co	+191	17,225	$5,066,906
LLY	ELI LILLY & Co	+151	1,753	$1,612,356
VEEV	Veeva Systems Inc	+143	2,828	$496,766
LH	Labcorp Holdings Inc.	+119	3,470	$925,830
LOW	Lowes Companies Inc	+100	10,760	$2,542,372
ORCL	Oracle Corp	+100	3,505	$515,620
VICI	Vici Properties Inc.	+97	16,397	$447,966
COST	Costco Wholesale Corp /New	+78	2,966	$2,955,411
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GIS	General Mills Inc	−7,093	6,460	$240,441
AAPL	Apple Inc.	−2,829	101,596	$25,784,048
PAYX	Paychex Inc	−2,156	13,128	$1,209,351
T	At&T Inc.	−1,798	68,488	$1,985,467
XOM	ExxonMobil Holdings Corp	−1,772	47,166	$8,002,183
JNJ	Johnson & Johnson	−1,462	18,983	$4,640,204
PFE	Pfizer Inc	−1,409	27,683	$777,338
ABBV	AbbVie Inc.	−1,324	25,207	$5,482,270
TMP	Tompkins Financial Corp	−1,133	121,828	$9,604,919
NVDA	Nvidia Corp	−942	100,413	$17,512,027
BRK-B	Berkshire Hathaway Inc	−793	10,290	$4,930,968
ABT	Abbott Laboratories	−785	24,282	$2,493,032
SPGI	S&P Global Inc.	−704	491	$197,579
CVX	Chevron Corp	−530	13,899	$2,875,703
KO	Coca Cola Co	−478	22,150	$1,684,507
NEE	Nextera Energy Inc	−461	13,023	$1,209,576
CBU	Community Financial System, Inc.	−450	6,384	$374,421
SBUX	Starbucks Corp	−423	5,111	$457,894
DUK	Duke Energy CORP	−355	16,943	$2,218,516
AEP	American Electric Power Co Inc	−352	4,468	$585,665
SPY	Spdr S&P 500 ETF Trust	−351	17,036	$11,079,192
OKE	Oneok Inc /New/	−334	8,347	$754,485
CSCO	Cisco Systems, Inc.	−329	28,282	$2,194,400
GILD	Gilead Sciences, Inc.	−323	10,851	$1,512,303
BMY	Bristol Myers Squibb Co	−288	13,684	$829,934
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
NUE	Nucor Corp	1,818	$307,423
VLO	Valero Energy Corp/Tx	899	$222,124
AMAT	Applied Materials Inc /De	632	$216,011
NVS	Novartis AG	1,402	$214,155
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
ADBE	Adobe Inc.	1,182	$413,688
CMCSA	Comcast Corp	10,619	$297,471
INTU	Intuit Inc.	444	$294,114
UNH	Unitedhealth Group Inc	818	$270,029
PRU	Prudential Financial Inc	1,819	$205,328
BA	Boeing Co	920	$199,750
UBER	Uber Technologies, Inc	2,341	$191,283
D	Dominion Energy, Inc	2,987	$175,008
ET	Energy Transfer LP	10,198	$168,165
CRWD	CrowdStrike Holdings, Inc.	443	$51,915
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

119 positions · $227,882,930 total · as of Mar 31, 2026

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

Showing 1–50 of 119 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	101,596	-2,829	$25,784,048	−9.2%	11.31%
NVDA	Nvidia Corp Technology	Reduced	100,413	-942	$17,512,027	−7.4%	7.68%
SPY	Spdr S&P 500 ETF Trust	Reduced	17,036	-351	$11,079,192	−6.6%	4.86%
TMP	Tompkins Financial Corp Financial Services	Reduced	121,828	-1,133	$9,604,919	+7.7%	4.21%
XOM	ExxonMobil Holdings Corp Energy	Reduced	47,166	-1,772	$8,002,183	+35.9%	3.51%
MSFT	Microsoft Corp Technology	Added	19,382	+495	$7,174,634	−21.5%	3.15%
CAT	Caterpillar Inc Industrials	Reduced	8,202	-56	$5,810,788	+22.8%	2.55%
QQQ	Invesco Qqq Trust, Series 1	Added	9,855	+47	$5,688,108	−5.6%	2.50%
ABBV	AbbVie Inc. Healthcare	Reduced	25,207	-1,324	$5,482,270	−9.6%	2.41%
JPM	Jpmorgan Chase & Co Financial Services	Added	17,225	+191	$5,066,906	−7.7%	2.22%
AMZN	Amazon Com Inc Consumer Cyclical	Added	23,974	+1,237	$4,993,064	−4.9%	2.19%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	10,290	-793	$4,930,968	−11.5%	2.16%
JNJ	Johnson & Johnson Healthcare	Reduced	18,983	-1,462	$4,640,204	+9.7%	2.04%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	31,827	+1,166	$4,597,091	+4.6%	2.02%
GOOGL	Alphabet Inc. Communication Services	Reduced	14,652	-203	$4,213,329	−9.4%	1.85%
EMR	Emerson Electric Co Industrials	Reduced	29,174	-86	$3,822,377	−1.6%	1.68%
VZ	Verizon Communications Inc Communication Services	Added	67,525	+2,388	$3,389,755	+27.8%	1.49%
IBM	International Business Machines Corp Technology	Added	13,234	+299	$3,207,789	−16.3%	1.41%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,966	+78	$2,955,411	+18.7%	1.30%
CVX	Chevron Corp Energy	Reduced	13,899	-530	$2,875,703	+30.8%	1.26%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	5,443	-46	$2,675,397	−15.9%	1.17%
LOW	Lowes Companies Inc Consumer Cyclical	Added	10,760	+100	$2,542,372	−1.1%	1.12%
ABT	Abbott Laboratories Healthcare	Reduced	24,282	-785	$2,493,032	−20.6%	1.09%
AMGN	Amgen Inc Healthcare	Added	7,009	+1	$2,466,116	+7.5%	1.08%
RTX	RTX Corp Industrials	Reduced	12,746	-19	$2,458,703	+5.0%	1.08%
PANW	Palo Alto Networks Inc Technology	Added	14,006	+279	$2,245,441	−11.2%	0.99%
DUK	Duke Energy CORP Utilities	Reduced	16,943	-355	$2,218,516	+9.4%	0.97%
CSCO	Cisco Systems, Inc. Technology	Reduced	28,282	-329	$2,194,400	−0.4%	0.96%
GLW	Corning Inc /Ny Technology	Added	15,116	+1,464	$2,055,322	+71.9%	0.90%
DE	Deere & Co Industrials	Added	3,632	+21	$2,045,905	+21.7%	0.90%
MCD	Mcdonalds Corp Consumer Cyclical	Added	6,450	+16	$2,004,595	+1.9%	0.88%
T	At&T Inc. Communication Services	Reduced	68,488	-1,798	$1,985,467	+13.7%	0.87%
V	Visa Inc. Financial Services	Added	6,447	+408	$1,948,541	−8.0%	0.86%
LMT	Lockheed Martin Corp Industrials	Reduced	3,174	-104	$1,918,333	+21.0%	0.84%
WELL	Welltower Inc. Real Estate	Added	8,986	+44	$1,776,622	+7.0%	0.78%
WCC	Wesco International Inc Industrials	Reduced	6,342	-199	$1,735,298	+8.4%	0.76%
KO	Coca Cola Co Consumer Defensive	Reduced	22,150	-478	$1,684,507	+6.5%	0.74%
LLY	ELI LILLY & Co Healthcare	Added	1,753	+151	$1,612,356	−6.3%	0.71%
SO	Southern Co Utilities	Reduced	16,081	-224	$1,552,138	+9.2%	0.68%
TSLA	Tesla, Inc. Consumer Cyclical	Held	4,157	0	$1,545,364	−17.3%	0.68%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	10,851	-323	$1,512,303	+10.3%	0.66%
NOC	Northrop Grumman Corp /De/ Industrials	Added	2,133	+31	$1,455,217	+21.4%	0.64%
UNP	Union Pacific Corp Industrials	Held	5,860	0	$1,421,753	+4.9%	0.62%
WEC	Wec Energy Group, Inc. Utilities	Added	12,146	+72	$1,406,142	+10.4%	0.62%
CRM	Salesforce, Inc. Technology	Added	6,984	+20	$1,303,703	−29.3%	0.57%
NEE	Nextera Energy Inc Utilities	Reduced	13,023	-461	$1,209,576	+11.7%	0.53%
PAYX	Paychex Inc Technology	Reduced	13,128	-2,156	$1,209,351	−29.5%	0.53%
QCOM	Qualcomm Inc/De Technology	Reduced	9,223	-89	$1,187,737	−25.4%	0.52%
MRK	Merck & Co., Inc. Healthcare	Reduced	8,018	-12	$964,485	+14.1%	0.42%
HON	Honeywell International Inc Industrials	Added	4,029	+300	$955,086	+25.2%	0.42%