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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | IVW | ISHARES TR | — | 19,112.0 | $2.2M | 0.64% | +592.0 | +3.2% | $113.11 | +22.0% |
| 22 | IDV | ISHARES TR | — | 50,422.0 | $2.1M | 0.63% | +10K | +25.5% | $42.56 | -1.0% |
| 23 | GLW | CORNING INC | Technology | 15,116.0 | $2.1M | 0.60% | +1K | +10.7% | $135.97 | +43.4% |
| 24 | DE | DEERE &CO | Industrials | 3,632.0 | $2.0M | 0.60% | +21.0 | +0.6% | $563.25 | +4.6% |
| 25 | DVY | ISHARES TR | — | 13,493.0 | $2.0M | 0.60% | +238.0 | +1.8% | $151.41 | +1.3% |
| 26 | V | VISA INC | Financial Services | 6,447.0 | $1.9M | 0.57% | +408.0 | +6.8% | $302.26 | +8.3% |
| 27 | LLY | ELI LILLY &CO | Healthcare | 1,753.0 | $1.6M | 0.47% | +151.0 | +9.4% | $919.53 | +19.5% |
| 28 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | — | 47,908.0 | $1.5M | 0.44% | +4K | +8.7% | $31.57 | +20.3% |
| 29 | NOC | NORTHROP GRUMMAN CORP | Industrials | 2,133.0 | $1.5M | 0.43% | +31.0 | +1.5% | $682.12 | -23.5% |
| 30 | WEC | WEC ENERGY GROUP INC | Utilities | 12,146.0 | $1.4M | 0.41% | +72.0 | +0.6% | $115.77 | -3.1% |
| 31 | HDV | ISHARES TR | — | 10,079.0 | $1.4M | 0.40% | +464.0 | +4.8% | $135.73 | -80.1% |
| 32 | VOO | VANGUARD INDEX FDS | — | 1,583.0 | $946K | 0.28% | +96.0 | +6.5% | $597.65 | +15.1% |
| 33 | AVGO | BROADCOM INC | Technology | 3,052.0 | $945K | 0.28% | +378.0 | +14.1% | $309.52 | +32.9% |
| 34 | XLK | SELECT SECTOR SPDR TR | — | 7,102.0 | $944K | 0.28% | +170.0 | +2.5% | $132.90 | +44.1% |
| 35 | META | META PLATFORMS INC | Communication Services | 1,642.0 | $939K | 0.28% | +9.0 | +0.6% | $572.08 | +0.9% |
| 36 | LH | LABCORP HOLDINGS INC | Healthcare | 3,470.0 | $926K | 0.27% | +119.0 | +3.5% | $266.84 | -4.1% |
| 37 | HON | HONEYWELL INTL INC | Industrials | 4,029.0 | $911K | 0.27% | +300.0 | +8.1% | $226.02 | +1.3% |
| 38 | BK | BANK NEW YORK MELLON CORP | Financial Services | 7,170.0 | $851K | 0.25% | +2K | +32.5% | $118.63 | +20.1% |
| 39 | IVE | ISHARES TR | — | 3,582.0 | $756K | 0.22% | +560.0 | +18.5% | $211.15 | +7.2% |
| 40 | AMT | AMERICAN TOWER CORP | Real Estate | 4,096.0 | $707K | 0.21% | +51.0 | +1.3% | $172.57 | +2.0% |
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%