Latest Cornell Pochily Investment Advisors, Inc. Stock Portfolio

Cornell Pochily Investment Advisors, Inc. Performance:

2025 Q2: 5.63%YTD: 2.97%2024: -3.4%

Performance for 2025 Q2 is 5.63%, and YTD is 2.97%, and 2024 is -3.4%.

About Cornell Pochily Investment Advisors, Inc. and 13F Hedge Fund Stock Holdings

Cornell Pochily Investment Advisors, Inc. is a hedge fund based in ITHACA, NY. On 23-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $444.1 Millions. In it's latest 13F Holdings report, Cornell Pochily Investment Advisors, Inc. reported an equity portfolio of $305.7 Millions as of 30 Jun, 2025.

The top stock holdings of Cornell Pochily Investment Advisors, Inc. are AAPL, NVDA, IJR. The fund has invested 7.1% of it's portfolio in APPLE INC and 5.2% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off ZIMMER BIOMET HOLDINGS INC (ZBH), 3M CO (MMM) and J P MORGAN EXCHANGE TRADED F stocks. They significantly reduced their stock positions in ISHARES TR (IBCE), CONSTELLATION BRANDS INC (STZ) and KELLANOVA (K). Cornell Pochily Investment Advisors, Inc. opened new stock positions in HERSHEY CO (HSY), ASTRAZENECA PLC and BANK AMERICA CORP (BAC). The fund showed a lot of confidence in some stocks as they added substantially to KENVUE INC, M &T BK CORP (MTB) and COMCAST CORP NEW (CMCSA).

Cornell Pochily Investment Advisors, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Cornell Pochily Investment Advisors, Inc. made a return of 5.63% in the last quarter. In trailing 12 months, it's portfolio return was 7.8%.

New Buys

Ticker	$ Bought
hershey co	271,328
astrazeneca plc	269,457
bank america corp	242,046
nucor corp	235,371
crowdstrike hldgs inc	220,531
arista networks inc	220,171
eaton corp plc	215,979
schwab charles corp	208,866

New stocks bought by Cornell Pochily Investment Advisors, Inc.

Additions

Ticker	% Inc.
kenvue inc	144
m &t bk corp	50.68
comcast corp new	43.23
ishares tr	40.52
ishares tr	37.69
broadcom inc	37.42
corning inc	31.12
kratos defense &sec solutio	28.31

Additions to existing portfolio by Cornell Pochily Investment Advisors, Inc.

Reductions

Ticker	% Reduced
ishares tr	-48.1
constellation brands inc	-42.9
kellanova	-42.79
starbucks corp	-32.34
fidelity merrimack str tr	-30.06
general dynamics corp	-29.9
us bancorp del	-29.45
air prods &chems inc	-24.63

Cornell Pochily Investment Advisors, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
j p morgan exchange traded f	-233,454
zimmer biomet holdings inc	-418,094
3m co	-252,146
first tr exchange-traded fd	-223,634

Cornell Pochily Investment Advisors, Inc. got rid off the above stocks

Sector Distribution

Cornell Pochily Investment Advisors, Inc. has about 34.2% of it's holdings in Others sector.

Sector	%
Others	34.2
Technology	21.4
Industrials	7.9
Healthcare	7.4
Financial Services	6.5
Communication Services	5.1
Consumer Defensive	4.9
Consumer Cyclical	4.6
Utilities	3.4
Energy	3.2

Market Cap. Distribution

Cornell Pochily Investment Advisors, Inc. has about 61.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	35.3
UNALLOCATED	34.2
LARGE-CAP	26.4
SMALL-CAP	3.2

Stocks belong to which Index?

About 64.6% of the stocks held by Cornell Pochily Investment Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	61
Others	35.4
RUSSELL 2000	3.6

Top 5 Winners (%)		%
AMPS	ishares tr	264.4 %
ORCL	oracle corp	56.4 %
AVGO	broadcom inc	49.8 %
KTOS	kratos defense &sec solutio	49.4 %
NVDA	nvidia corporation	45.6 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	5.0 M
MSFT	microsoft corp	2.4 M
AMPS	ishares tr	1.8 M
IJR	ishares tr	1.2 M
SPY	spdr s&p 500 etf tr	1.0 M

Top 5 Losers (%)		%
BMY	bristol-myers squibb co	-23.9 %
TMO	thermo fisher scientific inc	-18.5 %
OKE	oneok inc new	-14.6 %
COP	conocophillips	-14.6 %
CVX	chevron corp new	-14.2 %

Top 5 Losers ($)		$
AAPL	apple inc	-1.8 M
ABBV	abbvie inc	-0.6 M
TMO	thermo fisher scientific inc	-0.6 M
XOM	exxon mobil corp	-0.6 M
CVX	chevron corp new	-0.3 M

Cornell Pochily Investment Advisors, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Cornell Pochily Investment Advisors, Inc.

Cornell Pochily Investment Advisors, Inc. has 174 stocks in it's portfolio. About 34.1% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Cornell Pochily Investment Advisors, Inc. last quarter.

Last Reported on: 21 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	AAPL	apple inc	7.08	105,430	21,631,000	added	1.37
Historical Trend of APPLE INC Position Held By Cornell Pochily Investment Advisors, Inc. What % of Portfolio is AAPL?: Number of AAPL shares held: Change in No. of Shares Held:
	NVDA	nvidia corporation	5.24	101,471	16,031,400	added	0.51

	IJR	ishares tr	4.16	94,218	12,723,200	added	9.34

	SPY	spdr s&p 500 etf tr	3.56	17,631	10,893,200	added	2.27

	MSFT	microsoft corp	3.16	19,434	9,666,670	reduced	-0.32

		berkshire hathaway inc del	2.86	12.00	8,745,600	unchanged	0.00

	TMP	tompkins finl corp	2.55	124,374	7,801,960	added	1.83

		berkshire hathaway inc del	1.91	12,022	5,839,930	reduced	-0.12

	XOM	exxon mobil corp	1.81	51,435	5,544,700	added	1.62

	QQQ	invesco qqq tr	1.75	9,702	5,351,740	added	2.59

	ACWF	ishares tr	1.71	81,630	5,219,400	added	4.64

	GOOG	alphabet inc	1.69	29,089	5,160,080	reduced	-0.94

	AMZN	amazon com inc	1.67	23,260	5,103,070	reduced	-0.57

	ABBV	abbvie inc	1.63	26,856	4,984,960	reduced	-0.23

	JPM	jpmorgan chase &co.	1.58	16,631	4,821,500	added	3.11

	PG	procter and gamble co	1.52	29,201	4,652,350	added	4.67

	IJR	ishares tr	1.43	7,036	4,368,830	reduced	-1.01

	IJR	ishares tr	1.35	27,493	4,134,940	added	5.34

	VIGI	vanguard whitehall fds	1.35	30,953	4,126,320	added	0.87

	EMR	emerson elec co	1.28	29,257	3,900,870	added	0.97