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 | VIG | VANGUARD SPECIALIZED FUNDS | — | 12,258.0 | $2.9M | 0.78% | NEW | — | $236.63 | +2.8% |
| 2 | — | MFS ACTIVE EXCHANGE TRADED F | — | 87,526.0 | $2.7M | 0.71% | NEW | — | $30.32 | — |
| 3 | KRYS | KRYSTAL BIOTECH INC | Healthcare | 2,515.0 | $935K | 0.25% | NEW | — | $371.67 | -3.8% |
| 4 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 1,682.0 | $699K | 0.19% | NEW | — | $415.74 | -5.0% |
| 5 | SPYM | SPDR SERIES TRUST | — | 7,230.0 | $635K | 0.17% | NEW | — | $87.88 | +3.3% |
| 6 | IBDX | ISHARES TR | — | 22,042.0 | $555K | 0.15% | NEW | — | $25.19 | -1.2% |
| 7 | — | HONEYWELL INTL INC | — | 2,012.0 | $450K | 0.12% | NEW | — | $223.90 | — |
| 8 | — | HONEYWELL AEROSPACE INC | — | 2,012.0 | $445K | 0.12% | NEW | — | $221.08 | — |
| 9 | SPTM | SPDR SERIES TRUST | — | 4,186.0 | $380K | 0.10% | NEW | — | $90.78 | +3.0% |
| 10 | SOXX | ISHARES TR | — | 552.0 | $354K | 0.10% | NEW | — | $641.15 | -18.0% |
| 11 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 363.0 | $277K | 0.07% | NEW | — | $190.79 | +19.5% |
| 12 | MTD | METTLER TOLEDO INTERNATIONAL | Healthcare | 210.0 | $268K | 0.07% | NEW | — | $1277.51 | +10.2% |
| 13 | AMD | ADVANCED MICRO DEVICES INC | Technology | 460.0 | $267K | 0.07% | NEW | — | $580.91 | -17.9% |
| 14 | XBI | SPDR SERIES TRUST | — | 1,574.0 | $249K | 0.07% | NEW | — | $158.28 | +6.3% |
| 15 | CSX | CSX CORP | Industrials | 4,590.0 | $218K | 0.06% | NEW | — | $47.53 | +8.4% |
| 16 | ALL | ALLSTATE CORP | Financial Services | 915.0 | $218K | 0.06% | NEW | — | $237.94 | +8.3% |
| 17 | IBB | ISHARES TR | — | 1,140.0 | $217K | 0.06% | NEW | — | $190.17 | +13.0% |
| 18 | IYW | ISHARES TR | — | 816.0 | $206K | 0.06% | NEW | — | $252.23 | +0.6% |
| 19 | MMM | 3M CO | Industrials | 1,237.0 | $200K | 0.05% | NEW | — | $161.91 | +10.5% |
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%