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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | TOTL | SSGA ACTIVE ETF TR | — | 5,839.0 | $230K | 0.06% | -3K | -33.9% | $39.47 | -1.5% |
| 182 | SCHD | SCHWAB STRATEGIC TR | — | 7,200.0 | $228K | 0.06% | -597.0 | -7.7% | $31.71 | +9.8% |
| 183 | MKC | MCCORMICK &CO INC | Consumer Defensive | 4,343.0 | $219K | 0.06% | -668.0 | -13.3% | $50.42 | +8.2% |
| 184 | CSX | CSX CORP | Industrials | 4,590.0 | $218K | 0.06% | NEW | — | $47.53 | +8.4% |
| 185 | ALL | ALLSTATE CORP | Financial Services | 915.0 | $218K | 0.06% | NEW | — | $237.94 | +8.3% |
| 186 | IBB | ISHARES TR | — | 1,140.0 | $217K | 0.06% | NEW | — | $190.17 | +13.0% |
| 187 | IYW | ISHARES TR | — | 816.0 | $206K | 0.06% | NEW | — | $252.23 | +0.6% |
| 188 | MMM | 3M CO | Industrials | 1,237.0 | $200K | 0.05% | NEW | — | $161.91 | +10.5% |
| 189 | SPGI | S&P GLOBAL INC | Financial Services | 491.0 | $200K | 0.05% | — | — | $407.60 | +6.8% |
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%