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 | +8.7% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 15,530.0 | $11.6M | 3.12% | -2K | -8.8% | $746.76 | +3.3% |
| 3 | TMP | TOMPKINS FINL CORP | Financial Services | 117,942.0 | $11.1M | 3.00% | -4K | -3.2% | $94.52 | +3.0% |
| 4 | CAT | CATERPILLAR INC | Industrials | 7,800.0 | $8.3M | 2.23% | -402.0 | -4.9% | $1064.88 | -23.3% |
| 5 | MSFT | MICROSOFT CORP | Technology | 18,770.0 | $7.0M | 1.88% | -612.0 | -3.2% | $373.03 | +35.4% |
| 6 | ABBV | ABBVIE INC | Healthcare | 24,344.0 | $6.1M | 1.65% | -863.0 | -3.4% | $251.64 | +2.5% |
| 7 | DGRO | ISHARES TR | — | 77,902.0 | $5.9M | 1.59% | -12K | -13.1% | $75.79 | +4.6% |
| 8 | IUSG | ISHARES TR | — | 29,673.0 | $5.6M | 1.50% | -417.0 | -1.4% | $188.09 | +2.3% |
| 9 | PANW | PALO ALTO NETWORKS INC | Technology | 12,626.0 | $4.3M | 1.16% | -1K | -9.8% | $341.02 | +12.3% |
| 10 | GLW | CORNING INC | Technology | 13,181.0 | $3.4M | 0.91% | -2K | -12.8% | $255.43 | -40.2% |
| 11 | CSCO | CISCO SYS INC | Technology | 27,971.0 | $3.3M | 0.88% | -311.0 | -1.1% | $117.46 | -4.5% |
| 12 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 11,063.0 | $3.1M | 0.84% | -2K | -16.4% | $281.21 | -15.1% |
| 13 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 66,588.0 | $2.8M | 0.76% | -937.0 | -1.4% | $42.34 | +16.7% |
| 14 | IJR | ISHARES TR | — | 18,338.0 | $2.7M | 0.73% | -189.0 | -1.0% | $148.31 | -1.0% |
| 15 | IBDT | ISHARES TR | — | 103,611.0 | $2.6M | 0.70% | -76K | -42.4% | $25.25 | -0.2% |
| 16 | IBDU | ISHARES TR | — | 109,627.0 | $2.5M | 0.68% | -76K | -40.9% | $23.16 | -0.3% |
| 17 | IBDS | ISHARES TR | — | 104,825.0 | $2.5M | 0.68% | -82K | -44.0% | $24.22 | -0.0% |
| 18 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 4,918.0 | $2.5M | 0.66% | -525.0 | -9.7% | $501.36 | +25.8% |
| 19 | VTI | VANGUARD INDEX FDS | — | 6,313.0 | $2.3M | 0.63% | -48.0 | -0.8% | $370.06 | +2.9% |
| 20 | LOW | LOWES COS INC | Consumer Cyclical | 10,365.0 | $2.3M | 0.61% | -395.0 | -3.7% | $220.50 | -6.2% |
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%