Institutional Manager · CIK 0001736260
Cornell Pochily Investment Advisors, Inc.
ITHACA, NY · File #028-18710
Latest AUM
$345.0M
Positions
182
Top-10 Concentration
47.7%
Filings
10
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | ISHARES TR | 46434VBD1 | -72,728 | -$1.8M | $0 |
| NEW | ISHARES TR | 464288448 | +40,164 | +$1.6M | $0 |
| ADD | ISHARES TR | 464287150 | +6,505 | +$967,230 | +$312,237 |
| ADD | ISHARES TR | 46435U515 | +29,048 | +$739,418 | -$7,780 |
| EXITED | ISHARES TR | 464287598 | -3,464 | -$705,236 | $0 |
| ADD | ISHARES TR | 46436E205 | +30,122 | +$705,005 | -$7,526 |
| ADD | ISHARES TR | 46435UAA9 | +27,582 | +$669,691 | -$7,740 |
| ADD | ISHARES TR | 46436E726 | +27,265 | +$601,735 | -$4,344 |
| ADD | SELECT SECTOR SPDR TR | 81369Y803 | +3,666 | +$527,801 | -$450,241 |
| ADD | CAPITAL GROUP INTL FOCUS EQT | 14019W109 | +17,186 | +$507,847 | -$5,026 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025182 pos · $345.0M
- 13F HOLDINGS REPORTQ/E Sep 2025177 pos · $335.0M
- 13F HOLDINGS REPORTQ/E Jun 2025178 pos · $305.7M
- 13F HOLDINGS REPORTQ/E Mar 2025165 pos · $284.4M
- 13F HOLDINGS REPORTQ/E Dec 2024167 pos · $286.4M
- 13F HOLDINGS REPORTQ/E Sep 2024175 pos · $288.0M
- 13F HOLDINGS REPORTQ/E Jun 2024167 pos · $263.0M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 2024166 pos · $263.0M
- 13F HOLDINGS REPORTQ/E Mar 2024168 pos · $252.1M
- 13F HOLDINGS REPORTQ/E Dec 2023167 pos · $229.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 104,425 | $28.4M | 10.97% |
| 2 | NVIDIA CORPORATION | NVDA | 101,355 | $18.9M | 7.30% |
| 3 | ISHARES TR | 464287150 | 109,232 | $16.2M | 6.28% |
| 4 | SPDR S&P 500 ETF TR | SPY | 17,387 | $11.9M | 4.58% |
| 5 | MICROSOFT CORP | MSFT | 18,887 | $9.1M | 3.53% |
| 6 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 12 | $9.1M | 3.50% |
| 7 | TOMPKINS FINL CORP | 890110109 | 122,961 | $8.9M | 3.45% |
| 8 | ALPHABET INC | GOOG | 27,753 | $8.7M | 3.37% |
| 9 | ISHARES TR | 46434V621 | 87,734 | $6.1M | 2.35% |
| 10 | ABBVIE INC | ABBV | 26,531 | $6.1M | 2.34% |
| 11 | INVESCO QQQ TR | IVZ | 9,808 | $6.0M | 2.33% |
| 12 | EXXON MOBIL CORP | XOM | 48,938 | $5.9M | 2.28% |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 11,083 | $5.6M | 2.15% |
| 14 | JPMORGAN CHASE &CO. | VYLD | 17,034 | $5.5M | 2.12% |
| 15 | AMAZON COM INC | AMZN | 22,737 | $5.2M | 2.03% |
| 16 | ISHARES TR | 464287200 | 7,149 | $4.9M | 1.89% |
| 17 | ISHARES TR | 464287671 | 28,877 | $4.8M | 1.87% |
| 18 | CATERPILLAR INC | CAT | 8,258 | $4.7M | 1.83% |
| 19 | ALPHABET INC | GOOG | 14,855 | $4.6M | 1.80% |
| 20 | PROCTER AND GAMBLE CO | 742718109 | 30,661 | $4.4M | 1.70% |