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 | 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% |
| 4 | TMP | TOMPKINS FINL CORP | Financial Services | 121,828.0 | $9.6M | 2.82% | -1K | -0.9% | $78.84 | +13.3% |
| 5 | XOM | EXXON MOBIL CORP | Energy | 47,166.0 | $8.0M | 2.35% | -2K | -3.6% | $169.66 | -18.8% |
| 6 | GOOG | ALPHABET INC | Communication Services | 27,487.0 | $7.9M | 2.32% | -266.0 | -1.0% | $286.86 | +28.1% |
| 7 | — | BERKSHIRE HATHAWAY INC DEL | — | 9.0 | $6.5M | 1.90% | -3.0 | -25.0% | $718140.00 | — |
| 8 | CAT | CATERPILLAR INC | Industrials | 8,202.0 | $5.8M | 1.71% | -56.0 | -0.7% | $708.46 | +39.2% |
| 9 | ABBV | ABBVIE INC | Healthcare | 25,207.0 | $5.5M | 1.61% | -1K | -5.0% | $217.49 | -0.5% |
| 10 | — | BERKSHIRE HATHAWAY INC DEL | — | 10,290.0 | $4.9M | 1.45% | -793.0 | -7.2% | $479.20 | — |
| 11 | JNJ | JOHNSON &JOHNSON | Healthcare | 18,983.0 | $4.6M | 1.36% | -1K | -7.2% | $244.43 | -6.6% |
| 12 | GOOGL | ALPHABET INC | Communication Services | 14,652.0 | $4.2M | 1.24% | -203.0 | -1.4% | $287.57 | +28.0% |
| 13 | IBDR | ISHARES TR | — | 161,896.0 | $3.9M | 1.15% | -1K | -0.7% | $24.24 | -0.1% |
| 14 | CVX | CHEVRON CORPORATION | Energy | 13,899.0 | $2.9M | 0.84% | -530.0 | -3.7% | $206.90 | -16.1% |
| 15 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 5,443.0 | $2.7M | 0.79% | -46.0 | -0.8% | $491.53 | -5.5% |
| 16 | ABT | ABBOTT LABORATORIES | Healthcare | 24,282.0 | $2.5M | 0.73% | -785.0 | -3.1% | $102.67 | -13.9% |
| 17 | IJR | ISHARES TR | — | 18,527.0 | $2.3M | 0.68% | -774.0 | -4.0% | $124.31 | +15.2% |
| 18 | DUK | DUKE ENERGY CORP NEW | Utilities | 16,943.0 | $2.2M | 0.65% | -355.0 | -2.0% | $130.94 | -5.4% |
| 19 | CSCO | CISCO SYS INC | Technology | 28,282.0 | $2.2M | 0.65% | -329.0 | -1.1% | $77.59 | +54.1% |
| 20 | MOAT | VANECK ETF TRUST | — | 21,978.0 | $2.1M | 0.62% | -530.0 | -2.4% | $96.70 | +5.6% |
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%