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 | DE | DEERE &CO | Industrials | 3,582.0 | $2.3M | 0.61% | -50.0 | -1.4% | $634.39 | -1.8% |
| 22 | MOAT | VANECK ETF TRUST | — | 21,406.0 | $2.2M | 0.60% | -572.0 | -2.6% | $103.96 | +10.8% |
| 23 | CVX | CHEVRON CORPORATION | Energy | 13,329.0 | $2.2M | 0.59% | -570.0 | -4.1% | $165.75 | +20.4% |
| 24 | DUK | DUKE ENERGY CORP NEW | Utilities | 16,760.0 | $2.1M | 0.57% | -183.0 | -1.1% | $126.58 | -4.5% |
| 25 | WCC | WESCO INTL INC | Industrials | 6,134.0 | $2.1M | 0.57% | -208.0 | -3.3% | $345.41 | +1.5% |
| 26 | V | VISA INC | Financial Services | 5,982.0 | $2.1M | 0.55% | -465.0 | -7.2% | $343.10 | +10.7% |
| 27 | LLY | ELI LILLY &CO | Healthcare | 1,708.0 | $2.0M | 0.55% | -45.0 | -2.6% | $1199.17 | -2.0% |
| 28 | ABT | ABBOTT LABORATORIES | Healthcare | 21,670.0 | $2.0M | 0.53% | -3K | -10.8% | $90.74 | +22.9% |
| 29 | IBDV | ISHARES TR | — | 88,278.0 | $1.9M | 0.52% | -69K | -43.8% | $21.80 | -0.7% |
| 30 | CGXU | CAPITAL GROUP INTL FOCUS EQT | — | 52,900.0 | $1.8M | 0.49% | -51K | -48.9% | $34.62 | +2.1% |
| 31 | IBDR | ISHARES TR | — | 68,763.0 | $1.7M | 0.45% | -93K | -57.5% | $24.23 | +0.0% |
| 32 | UNP | UNION PAC CORP | Industrials | 5,760.0 | $1.6M | 0.42% | -100.0 | -1.7% | $272.00 | +13.1% |
| 33 | SO | SOUTHERN CO | Utilities | 15,985.0 | $1.5M | 0.41% | -96.0 | -0.6% | $95.71 | -7.0% |
| 34 | QCOM | QUALCOMM INC | Technology | 7,951.0 | $1.5M | 0.40% | -1K | -13.8% | $184.79 | -10.8% |
| 35 | GILD | GILEAD SCIENCES INC | Healthcare | 10,724.0 | $1.4M | 0.36% | -127.0 | -1.2% | $126.35 | +17.8% |
| 36 | T | AT&T INC | Communication Services | 65,278.0 | $1.4M | 0.36% | -3K | -4.7% | $20.70 | +22.9% |
| 37 | XLK | SELECT SECTOR SPDR TR | — | 6,924.0 | $1.3M | 0.35% | -178.0 | -2.5% | $190.53 | -1.0% |
| 38 | PAYX | PAYCHEX INC | Industrials | 12,994.0 | $1.3M | 0.34% | -134.0 | -1.0% | $98.33 | +28.6% |
| 39 | CRM | SALESFORCE INC | Technology | 6,936.0 | $1.1M | 0.29% | -48.0 | -0.7% | $156.65 | +60.9% |
| 40 | IBDW | ISHARES TR | — | 44,367.0 | $925K | 0.25% | -3K | -6.3% | $20.84 | -0.9% |
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%