Latest Cornell Pochily Investment Advisors, Inc. Stock Portfolio

Cornell Pochily Investment Advisors, Inc. Performance:

2025 Q4: 1.17%YTD: 12.65%2024: 14.42%

Performance for 2025 Q4 is 1.17%, and YTD is 12.65%, and 2024 is 14.42%.

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 $345 Millions as of 31 Dec, 2025.

The top stock holdings of Cornell Pochily Investment Advisors, Inc. are AAPL, NVDA, IJR. The fund has invested 8.2% of it's portfolio in APPLE INC and 5.5% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off ISHARES TR (IJR), KENVUE INC and APPLIED MATLS INC (AMAT) stocks. They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA), AIR PRODS &CHEMS INC (APD) and FIRST TR EXCHANGE-TRADED FD (FCVT). Cornell Pochily Investment Advisors, Inc. opened new stock positions in ISHARES TR (AAXJ), LINDE PLC (LIN) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SERVICENOW INC (NOW) and SELECT SECTOR SPDR TR (XLB).

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 1.17% in the last quarter. In trailing 12 months, it's portfolio return was 12.65%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	1,584,460
linde plc	322,248
ishares tr	281,395
unitedhealth group inc	269,924
fedex corp	224,651
first tr exchange-traded fd	219,766
crowdstrike hldgs inc	207,661
prudential finl inc	205,281

New stocks bought by Cornell Pochily Investment Advisors, Inc.

Additions

Ticker	% Inc.
netflix inc	964
servicenow inc	431
select sector spdr tr	112
ishares tr	50.38
ishares tr	45.65
travelers companies inc	29.47
ishares tr	26.02
ishares tr	24.27

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

Reductions

Ticker	% Reduced
schwab strategic tr	-61.6
air prods &chems inc	-37.16
first tr exchange-traded fd	-33.11
fidelity merrimack str tr	-30.28
constellation brands inc	-27.04
first tr exch traded fd iii	-26.96
constellation energy corp	-22.33
ishares tr	-13.91

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

Sold off

Ticker	$ Sold
ishares tr	-1,832,020
kenvue inc	-356,902
keycorp	-123,552
first tr exchng traded fd vi	-200,221
ishares tr	-705,236
fiserv inc	-264,307
applied matls inc	-231,730

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

Sector Distribution

Cornell Pochily Investment Advisors, Inc. has about 35.1% of it's holdings in Others sector.

Sector	%
Others	35.1
Technology	22
Healthcare	7.7
Industrials	7.5
Financial Services	6.4
Communication Services	5.9
Consumer Cyclical	4.3
Consumer Defensive	3.8
Utilities	3.1
Energy	3

Market Cap. Distribution

Cornell Pochily Investment Advisors, Inc. has about 60.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	37.2
UNALLOCATED	35.1
LARGE-CAP	23.6
SMALL-CAP	3.2

Stocks belong to which Index?

About 63.7% of the stocks held by Cornell Pochily Investment Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	60.1
Others	36.3
RUSSELL 2000	3.6

Top 5 Winners (%)		%
LLY	eli lilly &co	40.9 %
GOOG	alphabet inc	28.2 %
GOOG	alphabet inc	28.1 %
ISRG	intuitive surgical inc	26.0 %
MRK	merck &co inc	25.2 %

Top 5 Winners ($)		$
GOOG	alphabet inc	2.0 M
AAPL	apple inc	1.8 M
GOOG	alphabet inc	1.1 M
CAT	caterpillar inc	0.8 M
TMP	tompkins finl corp	0.8 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
NOW	servicenow inc	-74.8 %
XLB	select sector spdr tr	-41.3 %
ORCL	oracle corp	-30.3 %
VEEV	veeva sys inc	-24.7 %

Top 5 Losers ($)		$
NFLX	netflix inc	-2.3 M
NOW	servicenow inc	-1.1 M
XLB	select sector spdr tr	-0.7 M
MSFT	microsoft corp	-0.7 M
PG	procter and gamble co	-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 179 stocks in it's portfolio. About 35.8% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Cornell Pochily Investment Advisors, Inc. last quarter.

Last Reported on: 20 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	8.23	104,425	28,389,000	reduced	-0.76

AAXJ	ishares tr	0.46	40,164	1,584,460	new

ABBV	abbvie inc	1.76	26,531	6,062,180	added	1.76

ABT	abbott labs	0.91	25,067	3,140,610	added	0.54

ACWF	ishares tr	1.76	87,734	6,090,500	added	2.9

ACWF	ishares tr	0.00	0.00	0.00	sold off	-100

ADBE	adobe inc	0.12	1,182	413,688	reduced	-8.73

ADP	automatic data processing in	0.25	3,313	852,203	reduced	-5.85

AEMB	american centy etf tr	0.23	7,762	791,519	reduced	-2.7

AEP	american elec pwr co inc	0.16	4,820	555,827	added	0.12

AFK	vaneck etf trust	0.68	22,508	2,330,920	reduced	-4.32

AFLG	first tr exchng traded fd vi	0.07	5,830	230,867	reduced	-3.46

AFLG	first tr exchng traded fd vi	0.00	0.00	0.00	sold off	-100

AGT	ishares tr	1.15	163,057	3,950,870	added	9.13

AMAT	applied matls inc	0.00	0.00	0.00	sold off	-100

AMGN	amgen inc	0.66	7,008	2,293,830	reduced	-5.69

AMPS	ishares tr	0.34	9,615	1,169,280	reduced	-1.31

AMPS	ishares tr	0.18	6,446	606,961	added	0.16

AMT	american tower corp new	0.21	4,045	710,239	reduced	-4.94

AMZN	amazon com inc	1.52	22,737	5,248,220	reduced	-0.16