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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | IVW | ISHARES TR | — | 18,520.0 | $2.3M | 0.66% | NEW | — | $123.26 | +11.9% |
| 42 | JHSC | JOHN HANCOCK EXCHANGE TRADED | — | 53,443.0 | $2.2M | 0.65% | NEW | — | $41.99 | +14.1% |
| 43 | CSCO | CISCO SYS INC | Technology | 28,611.0 | $2.2M | 0.64% | NEW | — | $77.03 | +55.2% |
| 44 | CVX | CHEVRON CORP NEW | Energy | 14,429.0 | $2.2M | 0.64% | NEW | — | $152.41 | +13.9% |
| 45 | VTI | VANGUARD INDEX FDS | — | 6,478.0 | $2.2M | 0.63% | NEW | — | $335.29 | +10.3% |
| 46 | FMDE | FIDELITY COVINGTON TRUST | — | 58,902.0 | $2.1M | 0.62% | NEW | — | $36.38 | +10.3% |
| 47 | V | VISA INC | Financial Services | 6,039.0 | $2.1M | 0.61% | NEW | — | $350.72 | -6.7% |
| 48 | DUK | DUKE ENERGY CORP NEW | Utilities | 17,298.0 | $2.0M | 0.59% | NEW | — | $117.21 | +5.7% |
| 49 | MCD | MCDONALDS CORP | Consumer Cyclical | 6,434.0 | $2.0M | 0.57% | NEW | — | $305.63 | -8.8% |
| 50 | DVY | ISHARES TR | — | 13,255.0 | $1.9M | 0.54% | NEW | — | $141.15 | +8.6% |
| 51 | TSLA | TESLA INC | Consumer Cyclical | 4,157.0 | $1.9M | 0.54% | NEW | — | $449.67 | -10.9% |
| 52 | CRM | SALESFORCE INC | Technology | 6,964.0 | $1.8M | 0.54% | NEW | — | $264.90 | -42.7% |
| 53 | IBDV | ISHARES TR | — | 81,382.0 | $1.8M | 0.52% | NEW | — | $22.07 | -1.4% |
| 54 | T | AT&T INC | Communication Services | 70,286.0 | $1.7M | 0.51% | NEW | — | $24.84 | -11.4% |
| 55 | LLY | ELI LILLY &CO | Healthcare | 1,602.0 | $1.7M | 0.50% | NEW | — | $1074.79 | +2.2% |
| 56 | PAYX | PAYCHEX INC | Industrials | 15,284.0 | $1.7M | 0.50% | NEW | — | $112.18 | -12.4% |
| 57 | DE | DEERE &CO | Industrials | 3,611.0 | $1.7M | 0.49% | NEW | — | $465.58 | +26.6% |
| 58 | WELL | WELLTOWER INC | Real Estate | 8,942.0 | $1.7M | 0.48% | NEW | — | $185.62 | +11.3% |
| 59 | WCC | WESCO INTL INC | Industrials | 6,541.0 | $1.6M | 0.46% | NEW | — | $244.63 | +49.4% |
| 60 | QCOM | QUALCOMM INC | Technology | 9,312.0 | $1.6M | 0.46% | NEW | — | $171.05 | +32.2% |
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
31.2%
Financial Services
17.3%
Healthcare
11.3%
Industrials
10.6%
Communication Services
8.5%
Consumer Cyclical
6.1%
Consumer Defensive
5.5%
Energy
4.3%
Utilities
3.8%
Real Estate
1.2%