Latest Cornell Pochily Investment Advisors, Inc. Stock Portfolio

Cornell Pochily Investment Advisors, Inc. Performance:

2025 Q3: 7.48%YTD: 10.56%2024: 14.18%

Performance for 2025 Q3 is 7.48%, and YTD is 10.56%, and 2024 is 14.18%.

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 $335 Millions as of 30 Sep, 2025.

The top stock holdings of Cornell Pochily Investment Advisors, Inc. are AAPL, NVDA, IJR. The fund has invested 8% of it's portfolio in APPLE INC and 5.7% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off KELLANOVA (K), ASTRAZENECA PLC and NUCOR CORP (NUE) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), INTEL CORP (INTC) and KENVUE INC. Cornell Pochily Investment Advisors, Inc. opened new stock positions in FIDELITY COVINGTON TRUST, ISHARES TR (DMXF) and CONSTELLATION ENERGY CORP (CEG). The fund showed a lot of confidence in some stocks as they added substantially to JOHN HANCOCK EXCHANGE TRADED (JHCB), CAPITAL GROUP NEW GEOGRAPHY and ISHARES TR (DMXF).

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 7.48% in the last quarter. In trailing 12 months, it's portfolio return was 11.2%.

New Buys

Ticker	$ Bought
fidelity covington trust	1,995,790
ishares tr	1,198,700
constellation energy corp	406,750
intuit	287,604
capital group growth etf	247,444
vanguard index fds	223,705
uber technologies inc	218,473
keycorp	123,552

New stocks bought by Cornell Pochily Investment Advisors, Inc.

Additions

Ticker	% Inc.
john hancock exchange traded	146
capital group new geography	117
ishares tr	24.06
ishares tr	23.61
comcast corp new	22.78
ishares tr	22.28
ishares tr	20.65
rbb fd inc	17.11

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

Reductions

Ticker	% Reduced
ishares tr	-56.34
intel corp	-35.04
kenvue inc	-33.71
ishares inc	-26.72
ishares tr	-25.15
merck &co inc	-23.66
fidelity merrimack str tr	-21.68
ssga active etf tr	-17.56

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

Sold off

Ticker	$ Sold
gabelli equity tr inc	-172,156
oxford lane cap corp	-42,269
kellanova	-365,495
astrazeneca plc	-269,457
fidelity covington trust	-216,849
united parcel service inc	-211,397
prudential finl inc	-201,076
nucor corp	-235,371

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

Sector Distribution

Cornell Pochily Investment Advisors, Inc. has about 34.6% of it's holdings in Others sector.

Sector	%
Others	34.6
Technology	22.4
Industrials	7.6
Healthcare	7.4
Financial Services	6.2
Communication Services	5.5
Consumer Cyclical	4.5
Consumer Defensive	4.2
Utilities	3.4
Energy	3

Market Cap. Distribution

Cornell Pochily Investment Advisors, Inc. has about 61.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	36.7
UNALLOCATED	34.6
LARGE-CAP	24.6
SMALL-CAP	3.1

Stocks belong to which Index?

About 64.3% of the stocks held by Cornell Pochily Investment Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	60.7
Others	35.8
RUSSELL 2000	3.6

Top 5 Winners (%)		%
KTOS	kratos defense &sec solutio	89.8 %
GLW	corning inc	56.0 %
INTC	intel corp	49.8 %
ANET	arista networks inc	42.4 %
TSLA	tesla inc	39.7 %

Top 5 Winners ($)		$
AAPL	apple inc	5.2 M
NVDA	nvidia corporation	2.9 M
GOOG	alphabet inc	1.9 M
ABBV	abbvie inc	1.2 M
GOOG	alphabet inc	1.0 M

Top 5 Losers (%)		%
ISRG	intuitive surgical inc	-17.7 %
STZ	constellation brands inc	-17.2 %
AMT	american tower corp new	-13.0 %
CRM	salesforce inc	-12.9 %
PAYX	paychex inc	-12.7 %

Top 5 Losers ($)		$
PAYX	paychex inc	-0.3 M
CRM	salesforce inc	-0.2 M
COST	costco whsl corp new	-0.2 M
DE	deere &co	-0.2 M
PG	procter and gamble co	-0.2 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 173 stocks in it's portfolio. About 35.4% of the portfolio is in top 10 stocks. PAYX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Cornell Pochily Investment Advisors, Inc. last quarter.

Last Reported on: 27 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	8.00	105,223	26,793,000	reduced	-0.2

ABBV	abbvie inc	1.80	26,072	6,036,640	reduced	-2.92

ABT	abbott labs	1.00	24,933	3,339,470	added	1.55

ACWF	ishares tr	1.73	85,262	5,804,640	added	4.45

ACWF	ishares tr	0.55	72,728	1,832,020	reduced	-13.74

ADBE	adobe inc	0.14	1,295	456,811	reduced	-1.07

ADP	automatic data processing in	0.31	3,519	1,032,830	reduced	-0.17

AEMB	american centy etf tr	0.24	7,977	793,968	reduced	-8.01

AEP	american elec pwr co inc	0.16	4,814	541,547	added	0.15

AFK	vaneck etf trust	0.70	23,525	2,331,570	reduced	-4.76

AFLG	first tr exchng traded fd vi	0.07	6,039	234,796	reduced	-6.37

AFLG	first tr exchng traded fd vi	0.06	4,805	200,221	reduced	-13.5

AGT	ishares tr	1.08	149,420	3,630,900	added	20.65

AMAT	applied matls inc	0.07	1,132	231,730	unchanged	0.00

AMGN	amgen inc	0.63	7,431	2,096,930	reduced	-2.35

AMPS	ishares tr	0.36	9,743	1,193,010	reduced	-0.35

AMPS	ishares tr	0.18	6,436	612,290	reduced	-9.25

AMT	american tower corp new	0.24	4,255	818,325	reduced	-9.08

AMZN	amazon com inc	1.49	22,773	5,000,330	reduced	-2.09

ANET	arista networks inc	0.09	1,995	290,691	reduced	-7.3