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Cornell Pochily Investment Advisors 13F Portfolio

Portfolio Manager
Cornell Pochily Investment Advisors, Inc.
Performance
+13.30% (2026 Q2)
AUM (13F)
$371.70M
# of Holdings
189
Performance Rank
Allocation (Top 20)
50.53%
Latest filing
Q2 2026

Cornell Pochily Investment Advisors, Inc. Holdings Map

Top 50 Cornell Pochily Investment Advisors, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
7.7%98.9K$28.6M
-2.63%(-2.67K)
2025-Q2: 105.4K shares2025-Q3: 105.2K shares2025-Q4: 104.4K shares2026-Q1: 101.6K shares2026-Q2: 98.9K shares
$60.22(+407.15%)
2026-06-30
ITOT
ISHARES TR
5.62%127.3K$20.9M
+4.55%(+5.54K)
2025-Q2: 94.2K shares2025-Q3: 102.7K shares2025-Q4: 109.2K shares2026-Q1: 121.7K shares2026-Q2: 127.3K shares
$100.75(+68.57%)
2026-06-30
NVDA
NVIDIA CORPORATION
5.39%100.2K$20.0M
-0.23%(-227)
2025-Q2: 101.5K shares2025-Q3: 101.6K shares2025-Q4: 101.4K shares2026-Q1: 100.4K shares2026-Q2: 100.2K shares
$17.71(+1176.27%)
2026-06-30
SPY
STATE STR SPDR S&P 500 ETF T
3.12%15.5K$11.6M
-8.84%(-1.51K)
2025-Q2: 17.6K shares2025-Q3: 17.6K shares2025-Q4: 17.4K shares2026-Q1: 17.0K shares2026-Q2: 15.5K shares
$270.68(+186.45%)
2026-06-30
TMP
TOMPKINS FINL CORP
3%117.9K$11.1M
-3.19%(-3.89K)
2025-Q2: 124.4K shares2025-Q3: 123.4K shares2025-Q4: 123.0K shares2026-Q1: 121.8K shares2026-Q2: 117.9K shares
$75.86(+33.32%)
2026-06-30
GOOG
ALPHABET INC
2.61%27.4K$9.7M
-0.27%(-73)
2025-Q2: 29.1K shares2025-Q3: 29.0K shares2025-Q4: 27.8K shares2026-Q1: 27.5K shares2026-Q2: 27.4K shares
$60.71(+464.37%)
2026-06-30
CAT
CATERPILLAR INC
2.23%7.8K$8.3M
-4.90%(-402)
2025-Q2: 8.8K shares2025-Q3: 8.5K shares2025-Q4: 8.3K shares2026-Q1: 8.2K shares2026-Q2: 7.8K shares
$189.49(+358.84%)
2026-06-30
QQQ
INVESCO QQQ TR
1.98%10.0K$7.4M
+1.32%(+130)
2025-Q2: 9.7K shares2025-Q3: 9.7K shares2025-Q4: 9.8K shares2026-Q1: 9.9K shares2026-Q2: 10.0K shares
$258.73(+183.12%)
2026-06-30
MSFT
MICROSOFT CORP
1.88%18.8K$7.0M
-3.16%(-612)
2025-Q2: 19.4K shares2025-Q3: 19.3K shares2025-Q4: 18.9K shares2026-Q1: 19.4K shares2026-Q2: 18.8K shares
$125.15(+288.40%)
2026-06-30
BRK.A
BERKSHIRE HATHAWAY INC DEL
1.81%9$6.7M
+0.00%(+0)
2025-Q2: 12 shares2025-Q3: 12 shares2025-Q4: 12 shares2026-Q1: 9 shares2026-Q2: 9 shares
$298284.07(+150.57%)
2026-06-30

About Cornell Pochily Investment Advisors, Inc.โ€™s portfolio

Cornell Pochily Investment Advisors, Inc. reports $371.70M in US-listed equity holdings across 189 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.7%), ITOT (5.6%) and NVDA (5.4%). The top 20 holdings account for 50.53% of reported assets. Its disclosed equity book has returned +77.35% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
AAPL โ€” 10.5% ($28.63M)ITOT โ€” 7.6% ($20.91M)NVDA โ€” 7.3% ($20.05M)SPY โ€” 4.2% ($11.60M)TMP โ€” 4.1% ($11.15M)GOOG โ€” 3.5% ($9.69M)CAT โ€” 3.0% ($8.31M)QQQ โ€” 2.7% ($7.35M)MSFT โ€” 2.6% ($7.00M)BRK.A โ€” 2.5% ($6.74M)Other โ€” 52.0% ($142.23M)
48%in top 10
  • AAPL10.5%
  • ITOT7.6%
  • NVDA7.3%
  • SPY4.2%
  • TMP4.1%
  • GOOG3.5%
  • CAT3.0%
  • QQQ2.7%
  • MSFT2.6%
  • BRK.A2.5%
  • Other52.0%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
2
VIGVANGUARD SPECIALIZED FUNDS0.8%
BRIEMFS ACTIVE EXCHANGE TRADED F0.7%
Added to
17
ITOTISHARES TR+4.5%
FMDEFIDELITY COVINGTON TRUST+12.0%
IDVISHARES TR+10.1%
JHSCJOHN HANCOCK EXCHANGE TRADED+6.2%
+13 more
Trimmed
29
IBDSISHARES TR-44.0%
IBDTISHARES TR-42.4%
IBDUISHARES TR-40.9%
SPYSTATE STR SPDR S&P 500 ETF T-8.8%
+25 more

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Source filings

Holdings on this page are parsed from Cornell Pochily Investment Advisors, Inc.โ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1736260). View Cornell Pochily Investment Advisors, Inc.โ€™s 13F filings on SEC

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