Portfolio (Quarterly)
Guide ↗
Cornell Pochily Investment Advisors, Inc.
· CIK 0001736260| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | Technology | 101,596.0 | $25.8M | 7.57% | -3K | -2.7% | $253.79 | +17.4% |
| 2 | NVDA | NVIDIA CORPORATION | Technology | 100,413.0 | $17.5M | 5.14% | -942.0 | -0.9% | $174.40 | +20.8% |
| 3 | ITOT | ISHARES TR | — | 121,740.0 | $17.3M | 5.09% | +13K | +11.4% | $142.43 | +15.0% |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 17,036.0 | $11.1M | 3.25% | -351.0 | -2.0% | $650.35 | +14.8% |
| 5 | TMP | TOMPKINS FINL CORP | Financial Services | 121,828.0 | $9.6M | 2.82% | -1K | -0.9% | $78.84 | +13.3% |
| 6 | XOM | EXXON MOBIL CORP | Energy | 47,166.0 | $8.0M | 2.35% | -2K | -3.6% | $169.66 | -18.8% |
| 7 | GOOG | ALPHABET INC | Communication Services | 27,487.0 | $7.9M | 2.32% | -266.0 | -1.0% | $286.86 | +28.1% |
| 8 | MSFT | MICROSOFT CORP | Technology | 19,382.0 | $7.2M | 2.11% | +495.0 | +2.6% | $370.17 | +2.5% |
| 9 | — | BERKSHIRE HATHAWAY INC DEL | — | 9.0 | $6.5M | 1.90% | -3.0 | -25.0% | $718140.00 | — |
| 10 | DGRO | ISHARES TR | — | 89,651.0 | $6.3M | 1.85% | +2K | +2.2% | $70.18 | +6.6% |
| 11 | CAT | CATERPILLAR INC | Industrials | 8,202.0 | $5.8M | 1.71% | -56.0 | -0.7% | $708.46 | +39.2% |
| 12 | QQQ | INVESCO QQQ TR | Financial Services | 9,855.0 | $5.7M | 1.67% | — | — | $577.17 | +28.3% |
| 13 | ABBV | ABBVIE INC | Healthcare | 25,207.0 | $5.5M | 1.61% | -1K | -5.0% | $217.49 | -0.4% |
| 14 | JPM | JPMORGAN CHASE &CO | Financial Services | 17,225.0 | $5.1M | 1.49% | +191.0 | +1.1% | $294.16 | +10.6% |
| 15 | AMZN | AMAZON COM INC | Consumer Cyclical | 23,974.0 | $5.0M | 1.47% | +1K | +5.4% | $208.27 | +17.3% |
| 16 | — | BERKSHIRE HATHAWAY INC DEL | — | 10,290.0 | $4.9M | 1.45% | -793.0 | -7.2% | $479.20 | — |
| 17 | IVV | ISHARES TR | — | 7,226.0 | $4.7M | 1.39% | +77.0 | +1.1% | $653.22 | +14.8% |
| 18 | IUSG | ISHARES TR | — | 30,090.0 | $4.7M | 1.37% | +1K | +4.2% | $155.11 | +21.6% |
| 19 | JNJ | JOHNSON &JOHNSON | Healthcare | 18,983.0 | $4.6M | 1.36% | -1K | -7.2% | $244.43 | -6.6% |
| 20 | PG | PROCTER &GAMBLE CO | Consumer Defensive | 31,827.0 | $4.6M | 1.35% | +1K | +3.8% | $144.44 | +4.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
28.6%
Financial Services
17.0%
Industrials
11.6%
Healthcare
11.1%
Communication Services
8.4%
Consumer Cyclical
5.9%
Consumer Defensive
5.8%
Energy
5.7%
Utilities
4.2%
Real Estate
1.3%