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Latest Cornell Pochily Investment Advisors, Inc. Stock Portfolio

$371Million | No. of Holdings #186

Cornell Pochily Investment Advisors, Inc. Performance

2026 Q2+7.60%
YTD+6.14%
2025+14.02%

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 2026-07-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cornell Pochily Investment Advisors, Inc. reported an equity portfolio of $371.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Cornell Pochily Investment Advisors, Inc. are AAPL, IJR, NVDA. The fund has invested 7.7% of it's portfolio in APPLE INC and 5.6% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), NUCOR CORP (NUE) and GENERAL MILLS INC (GIS) stocks. They significantly reduced their stock positions in CAPITAL GROUP INTL FOCUS EQT (CGXU), ISHARES TR (DMXF) and ISHARES TR (BGRN). Cornell Pochily Investment Advisors, Inc. opened new stock positions in VANGUARD SPECIALIZED FUNDS (VIG), MFS ACTIVE EXCHANGE TRADED F and KRYSTAL BIOTECH INC (KRYS). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (AMPS) and ISHARES TR (IJR).
Cornell Pochily Investment Advisors, Inc. Equity Portfolio Value
Last Reported on: 15 Jul, 2026
$371Million
  as of Jul 15, 2026

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 7.6% in the last quarter. In trailing 12 months, it's portfolio return was 17.39%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard specialized funds2,900,570
mfs active exchange traded f2,653,790
krystal biotech inc934,750
unitedhealth group inc699,268
spdr series trust635,340
ishares tr555,247
honeywell intl inc450,487
honeywell aerospace inc444,813
New stocks bought by Cornell Pochily Investment Advisors, Inc.

Additions

Ticker% Inc.
vanguard index fds507
ishares tr400
ishares tr299
capital group growth etf209
proshares tr100
intuitive surgical inc45.46
palantir technologies inc34.4
home depot inc31.14
Additions to existing portfolio by Cornell Pochily Investment Advisors, Inc.

Reductions

Ticker% Reduced
ishares tr-57.53
capital group intl focus eqt-48.92
ishares tr-43.95
ishares tr-43.83
ishares tr-42.38
ishares tr-40.94
ssga active etf tr-33.87
veeva sys inc-33.03
Cornell Pochily Investment Advisors, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
general mills inc-240,456
honeywell intl inc-910,650
nucor corp-307,403
novartis ag-214,156
Cornell Pochily Investment Advisors, Inc. got rid off the above stocks

Sector Distribution

Cornell Pochily Investment Advisors, Inc. has about 36.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Healthcare
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Consumer Defensive
  • Utilities
  • Energy
Sector%
Others36.1
Technology21.4
Industrials8.2
Healthcare7.3
Financial Services6.6
Communication Services5.7
Consumer Cyclical3.9
Consumer Defensive3.6
Utilities3
Energy3

Market Cap. Distribution

Cornell Pochily Investment Advisors, Inc. has about 59.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • SMALL-CAP
Category%
MEGA-CAP41.5
UNALLOCATED36.1
LARGE-CAP18.3
SMALL-CAP3

Stocks belong to which Index?

About 62.7% of the stocks held by Cornell Pochily Investment Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50058.5
Others37.3
RUSSELL 20004.2
Top 5 Winners (%)%
INTC
intel corp
214.9 %
AMAT
applied matls inc
111.5 %
PANW
palo alto networks inc
107.2 %
GLW
corning inc
82.2 %
TXN
texas instrs inc
53.5 %
Top 5 Winners ($)$
AAPL
apple inc
3.6 M
CAT
caterpillar inc
2.9 M
IJR
ishares tr
2.7 M
NVDA
nvidia corporation
2.6 M
PANW
palo alto networks inc
2.4 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.3 %
AMPS
ishares tr
-70.3 %
IJR
ishares tr
-60.3 %
BZQ
proshares tr
-40.0 %
T
at&t inc
-27.9 %
Top 5 Losers ($)$
VB
vanguard index fds
-3.6 M
AMPS
ishares tr
-3.3 M
XOM
exxon mobil corp
-1.6 M
IJR
ishares tr
-1.3 M
CVX
chevron corporation
-0.6 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 186 stocks in it's portfolio. About 35.4% of the portfolio is in top 10 stocks. VB 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.

$371.70MTotal Value
193Positions
15 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Cornell Pochily Investment Advisors, Inc., last reported on 15 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cornell Pochily Investment Advisors, Inc.'s holding in Ishares Tr over time
0.62%55,501
$2.30M
0.62%
increased 10.07 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Cornell Pochily Investment Advisors, Inc.'s holding in Ishares Tr over time
1.59%77,902
$5.90M
1.59%
decreased 13.11 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Cornell Pochily Investment Advisors, Inc.'s holding in American Centy Etf Tr over time
0.25%7,357
$917.8K
0.25%
decreased 2.23 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Cornell Pochily Investment Advisors, Inc.'s holding in Vaneck Etf Trust over time
0.6%21,406
$2.23M
0.6%
decreased 2.6 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Cornell Pochily Investment Advisors, Inc.'s holding in First Tr Exchng Traded Fd Vi over time
0.06%5,720
$235.6K
0.06%
decreased 1.89 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Cornell Pochily Investment Advisors, Inc.'s holding in Ishares Tr over time
0.45%68,763
$1.67M
0.45%
decreased 57.53 percentreduced