Cornell Pochily Investment Advisors, Inc. — 13F Holdings & Portfolio
CIK 1736260 · latest 13F-HR filed 2026-04-17
Cornell Pochily Investment Advisors, Inc. manages $340.4M in 13F-reported U.S. long-equity assets across 174 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (7.57%), NVDA (5.14%), ITOT (5.09%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 15, added to 68, and trimmed 51.
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.
$340.4M
Long-equity book
174
Distinct positions
2026-03-31
Filed 2026-04-17
+7 / −15 / ↑68 / ↓51
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXXON MOBIL CORP$2.1M +35.9%
- ISHARES TR$1.6M +91.5%
- ISHARES TR$1.1M +6.8%
- CATERPILLAR INC$1.1M +22.8%
- ISHARES TR$903.4K +26.5%
Top Trims
- APPLE INC-$2.6M -9.2%
- BERKSHIRE HATHAWAY INC DEL-$2.6M -28.6%
- MICROSOFT CORP-$2.0M -21.5%
- NVIDIA CORPORATION-$1.4M -7.4%
- ALPHABET INC-$823.9K -9.5%
New Positions
- ISHARES TR$991.1K
- ISHARES TR$740.2K
- NUCOR CORP$307.4K
- ISHARES TR$234.9K
- VALERO ENERGY CORP$222.1K
Exited Positions
- VANGUARD SPECIALIZED FUNDS$2.7M
- ADOBE INC$413.7K
- COMCAST CORP NEW$317.4K
- FIDELITY MERRIMACK STR TR$298.5K
- INTUIT$294.2K
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 | $25.8M | 7.57% | 101,596 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $17.5M | 5.14% | 100,413 | SH |
| 3 | ISHARES TR | ITOT | 464287150 | $17.3M | 5.09% | 121,740 | SH |
| 4 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $11.1M | 3.25% | 17,036 | SH |
| 5 | TOMPKINS FINL CORP | TMP | 890110109 | $9.6M | 2.82% | 121,828 | SH |
| 6 | EXXON MOBIL CORP | XOM | 30231G102 | $8.0M | 2.35% | 47,166 | SH |
| 7 | ALPHABET INC | GOOG | 02079K107 | $7.9M | 2.32% | 27,487 | SH |
| 8 | MICROSOFT CORP | MSFT | 594918104 | $7.2M | 2.11% | 19,382 | SH |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $6.5M | 1.90% | 9 | SH |
| 10 | ISHARES TR | DGRO | 46434V621 | $6.3M | 1.85% | 89,651 | SH |
| 11 | CATERPILLAR INC | CAT | 149123101 | $5.8M | 1.71% | 8,202 | SH |
| 12 | INVESCO QQQ TR | QQQ | 46090E103 | $5.7M | 1.67% | 9,855 | SH |
| 13 | ABBVIE INC | ABBV | 00287Y109 | $5.5M | 1.61% | 25,207 | SH |
| 14 | JPMORGAN CHASE &CO | JPM | 46625H100 | $5.1M | 1.49% | 17,225 | SH |
| 15 | AMAZON COM INC | AMZN | 023135106 | $5.0M | 1.47% | 23,974 | SH |
| 16 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $4.9M | 1.45% | 10,290 | SH |
| 17 | ISHARES TR | IVV | 464287200 | $4.7M | 1.39% | 7,226 | SH |
| 18 | ISHARES TR | IUSG | 464287671 | $4.7M | 1.37% | 30,090 | SH |
| 19 | JOHNSON &JOHNSON | JNJ | 478160104 | $4.6M | 1.36% | 18,983 | SH |
| 20 | PROCTER &GAMBLE CO | PG | 742718109 | $4.6M | 1.35% | 31,827 | SH |
| 21 | ISHARES TR | IBDT | 46435U515 | $4.6M | 1.34% | 179,814 | SH |
| 22 | ISHARES TR | IBDS | 46435UAA9 | $4.5M | 1.33% | 187,025 | SH |
| 23 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $4.5M | 1.32% | 30,286 | SH |
| 24 | ISHARES TR | IBDU | 46436E205 | $4.3M | 1.27% | 185,624 | SH |
| 25 | ALPHABET INC | GOOGL | 02079K305 | $4.2M | 1.24% | 14,652 | SH |
| 26 | ISHARES TR | IBDR | 46435GAA0 | $3.9M | 1.15% | 161,896 | SH |
| 27 | EMERSON ELEC CO | EMR | 291011104 | $3.8M | 1.12% | 29,174 | SH |
| 28 | ISHARES TR | IBDV | 46436E726 | $3.4M | 1.01% | 157,166 | SH |
| 29 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $3.4M | 1.00% | 67,525 | SH |
| 30 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $3.2M | 0.94% | 13,234 | SH |
| 31 | CAPITAL GROUP INTL FOCUS EQT | CGXU | 14019W109 | $3.1M | 0.90% | 103,561 | SH |
| 32 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $3.0M | 0.87% | 2,966 | SH |
| 33 | CHEVRON CORPORATION | CVX | 166764100 | $2.9M | 0.84% | 13,899 | SH |
| 34 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $2.7M | 0.79% | 5,443 | SH |
| 35 | LOWES COS INC | LOW | 548661107 | $2.5M | 0.75% | 10,760 | SH |
| 36 | FIDELITY COVINGTON TRUST | FMDE | 31609A503 | $2.5M | 0.74% | 70,514 | SH |
| 37 | ABBOTT LABORATORIES | ABT | 002824100 | $2.5M | 0.73% | 24,282 | SH |
| 38 | JOHN HANCOCK EXCHANGE TRADED | JHSC | 47804J842 | $2.5M | 0.73% | 57,899 | SH |
| 39 | AMGEN INC | AMGN | 031162100 | $2.5M | 0.72% | 7,009 | SH |
| 40 | RTX CORPORATION | RTX | 75513E101 | $2.5M | 0.72% | 12,746 | SH |
| 41 | ISHARES TR | IJR | 464287804 | $2.3M | 0.68% | 18,527 | SH |
| 42 | PALO ALTO NETWORKS INC | PANW | 697435105 | $2.2M | 0.66% | 14,006 | SH |
| 43 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $2.2M | 0.65% | 16,943 | SH |
| 44 | CISCO SYS INC | CSCO | 17275R102 | $2.2M | 0.64% | 28,282 | SH |
| 45 | ISHARES TR | IVW | 464287309 | $2.2M | 0.63% | 19,112 | SH |
| 46 | ISHARES TR | IDV | 464288448 | $2.1M | 0.63% | 50,422 | SH |
| 47 | VANECK ETF TRUST | MOAT | 92189F643 | $2.1M | 0.62% | 21,978 | SH |
| 48 | CORNING INC | GLW | 219350105 | $2.1M | 0.60% | 15,116 | SH |
| 49 | DEERE &CO | DE | 244199105 | $2.0M | 0.60% | 3,632 | SH |
| 50 | ISHARES TR | DVY | 464287168 | $2.0M | 0.60% | 13,493 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-17 | $340.4M | 174 | 0001736260-26-000004 |
| 2025-12-31 | 2026-01-20 | $345.0M | 182 | 0001736260-26-000002 |