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 | 98,929.0 | $28.6M | 7.70% | -3K | -2.6% | $289.36 | +11.2% |
| 2 | ITOT | ISHARES TR | — | 127,278.0 | $20.9M | 5.62% | +6K | +4.5% | $164.27 | +3.0% |
| 3 | NVDA | NVIDIA CORPORATION | Technology | 100,186.0 | $20.0M | 5.39% | — | — | $200.09 | +11.5% |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 15,530.0 | $11.6M | 3.12% | -2K | -8.8% | $746.76 | +3.5% |
| 5 | TMP | TOMPKINS FINL CORP | Financial Services | 117,942.0 | $11.1M | 3.00% | -4K | -3.2% | $94.52 | +3.6% |
| 6 | GOOG | ALPHABET INC | — | 27,414.0 | $9.7M | 2.61% | — | — | $353.33 | — |
| 7 | CAT | CATERPILLAR INC | Industrials | 7,800.0 | $8.3M | 2.23% | -402.0 | -4.9% | $1064.88 | -24.5% |
| 8 | QQQ | INVESCO QQQ TR | Financial Services | 9,985.0 | $7.4M | 1.98% | +130.0 | +1.3% | $736.42 | -2.1% |
| 9 | MSFT | MICROSOFT CORP | Technology | 18,770.0 | $7.0M | 1.88% | -612.0 | -3.2% | $373.03 | +37.9% |
| 10 | — | BERKSHIRE HATHAWAY INC DEL | — | 9.0 | $6.7M | 1.81% | — | — | $748850.00 | — |
| 11 | XOM | EXXON MOBIL CORP | Energy | 48,183.0 | $6.6M | 1.77% | +1K | +2.2% | $136.72 | +13.8% |
| 12 | ABBV | ABBVIE INC | Healthcare | 24,344.0 | $6.1M | 1.65% | -863.0 | -3.4% | $251.64 | +2.1% |
| 13 | DGRO | ISHARES TR | — | 77,902.0 | $5.9M | 1.59% | -12K | -13.1% | $75.79 | +4.7% |
| 14 | AMZN | AMAZON COM INC | Consumer Cyclical | 24,368.0 | $5.8M | 1.56% | +394.0 | +1.6% | $238.34 | +11.9% |
| 15 | JPM | JPMORGAN CHASE &CO | Financial Services | 17,294.0 | $5.7M | 1.52% | — | — | $327.32 | +9.2% |
| 16 | IUSG | ISHARES TR | — | 29,673.0 | $5.6M | 1.50% | -417.0 | -1.4% | $188.09 | +2.4% |
| 17 | IVV | ISHARES TR | — | 7,394.0 | $5.5M | 1.49% | +168.0 | +2.3% | $748.93 | +3.7% |
| 18 | GOOGL | ALPHABET INC | Communication Services | 14,654.0 | $5.2M | 1.41% | — | — | $357.36 | -2.8% |
| 19 | — | BERKSHIRE HATHAWAY INC DEL | — | 10,386.0 | $5.2M | 1.40% | +96.0 | +0.9% | $500.39 | — |
| 20 | JNJ | JOHNSON &JOHNSON | Healthcare | 18,975.0 | $4.8M | 1.30% | — | — | $253.98 | +4.7% |
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
32.3%
Financial Services
18.2%
Industrials
12.1%
Healthcare
11.4%
Consumer Cyclical
5.9%
Consumer Defensive
5.5%
Communication Services
4.6%
Energy
4.4%
Utilities
3.9%
Real Estate
1.3%