Cornell Pochily Investment Advisors, Inc. — 13F Holdings & Portfolio
CIK 1736260 · latest 13F-HR filed 2026-07-15
Cornell Pochily Investment Advisors, Inc. manages $371.7M in 13F-reported U.S. long-equity assets across 189 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (7.70%), ITOT (5.62%), NVDA (5.39%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 19 new positions, exited 4, added to 84, and trimmed 49.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 1
ITHACA, NY 14850
$371.7M
Long-equity book
189
Distinct positions
2026-06-30
Filed 2026-07-15
+19 / −4 / ↑84 / ↓49
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$3.6M +20.6%
- APPLE INC$2.8M +11.0%
- NVIDIA CORPORATION$2.5M +14.5%
- CATERPILLAR INC$2.5M +42.9%
- PALO ALTO NETWORKS INC$2.1M +91.8%
Top Trims
- ISHARES TR-$2.3M -57.5%
- ISHARES TR-$2.0M -44.0%
- ISHARES TR-$1.9M -42.6%
- ISHARES TR-$1.8M -41.2%
- ISHARES TR-$1.5M -44.1%
New Positions
- VANGUARD SPECIALIZED FUNDS$2.9M
- MFS ACTIVE EXCHANGE TRADED F$2.7M
- KRYSTAL BIOTECH INC$934.8K
- UNITEDHEALTH GROUP INC$699.3K
- SPDR SERIES TRUST$635.3K
Exited Positions
- HONEYWELL INTL INC$910.6K
- NUCOR CORP$307.4K
- GENERAL MILLS INC$240.5K
- NOVARTIS AG$214.2K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $28.6M | 7.70% | 98,929 | SH |
| 2 | ISHARES TR | ITOT | 464287150 | $20.9M | 5.62% | 127,278 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $20.0M | 5.39% | 100,186 | SH |
| 4 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $11.6M | 3.12% | 15,530 | SH |
| 5 | TOMPKINS FINL CORP | TMP | 890110109 | $11.1M | 3.00% | 117,942 | SH |
| 6 | ALPHABET INC | GOOG | 02079K107 | $9.7M | 2.61% | 27,414 | SH |
| 7 | CATERPILLAR INC | CAT | 149123101 | $8.3M | 2.23% | 7,800 | SH |
| 8 | INVESCO QQQ TR | QQQ | 46090E103 | $7.4M | 1.98% | 9,985 | SH |
| 9 | MICROSOFT CORP | MSFT | 594918104 | $7.0M | 1.88% | 18,770 | SH |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $6.7M | 1.81% | 9 | SH |
| 11 | EXXON MOBIL CORP | XOM | 30231G102 | $6.6M | 1.77% | 48,183 | SH |
| 12 | ABBVIE INC | ABBV | 00287Y109 | $6.1M | 1.65% | 24,344 | SH |
| 13 | ISHARES TR | DGRO | 46434V621 | $5.9M | 1.59% | 77,902 | SH |
| 14 | AMAZON COM INC | AMZN | 023135106 | $5.8M | 1.56% | 24,368 | SH |
| 15 | JPMORGAN CHASE &CO | JPM | 46625H100 | $5.7M | 1.52% | 17,294 | SH |
| 16 | ISHARES TR | IUSG | 464287671 | $5.6M | 1.50% | 29,673 | SH |
| 17 | ISHARES TR | IVV | 464287200 | $5.5M | 1.49% | 7,394 | SH |
| 18 | ALPHABET INC | GOOGL | 02079K305 | $5.2M | 1.41% | 14,654 | SH |
| 19 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $5.2M | 1.40% | 10,386 | SH |
| 20 | JOHNSON &JOHNSON | JNJ | 478160104 | $4.8M | 1.30% | 18,975 | SH |
| 21 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $4.8M | 1.29% | 30,330 | SH |
| 22 | PROCTER &GAMBLE CO | PG | 742718109 | $4.7M | 1.28% | 32,389 | SH |
| 23 | PALO ALTO NETWORKS INC | PANW | 697435105 | $4.3M | 1.16% | 12,626 | SH |
| 24 | EMERSON ELEC CO | EMR | 291011104 | $4.3M | 1.15% | 29,782 | SH |
| 25 | CORNING INC | GLW | 219350105 | $3.4M | 0.91% | 13,181 | SH |
| 26 | CISCO SYS INC | CSCO | 17275R102 | $3.3M | 0.88% | 27,971 | SH |
| 27 | FIDELITY COVINGTON TRUST | FMDE | 31609A503 | $3.2M | 0.86% | 78,944 | SH |
| 28 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $3.1M | 0.84% | 11,063 | SH |
| 29 | JOHN HANCOCK EXCHANGE TRADED | JHSC | 47804J842 | $3.0M | 0.80% | 61,488 | SH |
| 30 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $2.9M | 0.78% | 12,258 | SH |
| 31 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $2.8M | 0.76% | 66,588 | SH |
| 32 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $2.8M | 0.75% | 2,980 | SH |
| 33 | ISHARES TR | IVW | 464287309 | $2.7M | 0.74% | 19,914 | SH |
| 34 | ISHARES TR | IJR | 464287804 | $2.7M | 0.73% | 18,338 | SH |
| 35 | MFS ACTIVE EXCHANGE TRADED F | BRIE | 55286W801 | $2.7M | 0.71% | 87,526 | SH |
| 36 | ISHARES TR | IBDT | 46435U515 | $2.6M | 0.70% | 103,611 | SH |
| 37 | ISHARES TR | IBDU | 46436E205 | $2.5M | 0.68% | 109,627 | SH |
| 38 | ISHARES TR | IBDS | 46435UAA9 | $2.5M | 0.68% | 104,825 | SH |
| 39 | AMGEN INC | AMGN | 031162100 | $2.5M | 0.68% | 7,009 | SH |
| 40 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $2.5M | 0.66% | 4,918 | SH |
| 41 | RTX CORPORATION | RTX | 75513E101 | $2.4M | 0.65% | 12,716 | SH |
| 42 | VANGUARD INDEX FDS | VTI | 922908769 | $2.3M | 0.63% | 6,313 | SH |
| 43 | ISHARES TR | IDV | 464288448 | $2.3M | 0.62% | 55,501 | SH |
| 44 | LOWES COS INC | LOW | 548661107 | $2.3M | 0.61% | 10,365 | SH |
| 45 | DEERE &CO | DE | 244199105 | $2.3M | 0.61% | 3,582 | SH |
| 46 | VANECK ETF TRUST | MOAT | 92189F643 | $2.2M | 0.60% | 21,406 | SH |
| 47 | CHEVRON CORPORATION | CVX | 166764100 | $2.2M | 0.59% | 13,329 | SH |
| 48 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $2.1M | 0.57% | 16,760 | SH |
| 49 | WESCO INTL INC | WCC | 95082P105 | $2.1M | 0.57% | 6,134 | SH |
| 50 | ISHARES TR | DVY | 464287168 | $2.1M | 0.57% | 13,500 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-15 | $371.7M | 189 | 0001736260-26-000006 |
| 2026-03-31 | 2026-04-17 | $340.4M | 174 | 0001736260-26-000004 |
| 2025-12-31 | 2026-01-20 | $345.0M | 182 | 0001736260-26-000002 |