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 | IJR | ISHARES TR | — | 18,527.0 | $2.3M | 0.68% | -774.0 | -4.0% | $124.31 | +15.2% |
| 42 | PANW | PALO ALTO NETWORKS INC | Technology | 14,006.0 | $2.2M | 0.66% | +279.0 | +2.0% | $160.32 | +79.5% |
| 43 | DUK | DUKE ENERGY CORP NEW | Utilities | 16,943.0 | $2.2M | 0.65% | -355.0 | -2.0% | $130.94 | -5.4% |
| 44 | CSCO | CISCO SYS INC | Technology | 28,282.0 | $2.2M | 0.65% | -329.0 | -1.1% | $77.59 | +54.1% |
| 45 | IVW | ISHARES TR | — | 19,112.0 | $2.2M | 0.64% | +592.0 | +3.2% | $113.11 | +22.0% |
| 46 | IDV | ISHARES TR | — | 50,422.0 | $2.1M | 0.63% | +10K | +25.5% | $42.56 | -1.0% |
| 47 | MOAT | VANECK ETF TRUST | — | 21,978.0 | $2.1M | 0.62% | -530.0 | -2.4% | $96.70 | +5.6% |
| 48 | GLW | CORNING INC | Technology | 15,116.0 | $2.1M | 0.60% | +1K | +10.7% | $135.97 | +43.4% |
| 49 | DE | DEERE &CO | Industrials | 3,632.0 | $2.0M | 0.60% | +21.0 | +0.6% | $563.25 | +4.6% |
| 50 | DVY | ISHARES TR | — | 13,493.0 | $2.0M | 0.60% | +238.0 | +1.8% | $151.41 | +1.3% |
| 51 | VTI | VANGUARD INDEX FDS | — | 6,361.0 | $2.0M | 0.60% | -117.0 | -1.8% | $320.79 | +15.3% |
| 52 | MCD | MCDONALDS CORP | Consumer Cyclical | 6,450.0 | $2.0M | 0.59% | — | — | $310.80 | -10.4% |
| 53 | T | AT&T INC | Communication Services | 68,488.0 | $2.0M | 0.58% | -2K | -2.6% | $28.99 | -24.1% |
| 54 | V | VISA INC | Financial Services | 6,447.0 | $1.9M | 0.57% | +408.0 | +6.8% | $302.26 | +8.3% |
| 55 | LMT | LOCKHEED MARTIN CORP | Industrials | 3,174.0 | $1.9M | 0.56% | -104.0 | -3.2% | $604.41 | -15.5% |
| 56 | WELL | WELLTOWER INC | Real Estate | 8,986.0 | $1.8M | 0.52% | — | — | $197.72 | +4.5% |
| 57 | WCC | WESCO INTL INC | Industrials | 6,342.0 | $1.7M | 0.51% | -199.0 | -3.0% | $273.64 | +33.5% |
| 58 | KO | COCA COLA CO | Consumer Defensive | 22,150.0 | $1.7M | 0.49% | -478.0 | -2.1% | $76.05 | +4.4% |
| 59 | LLY | ELI LILLY &CO | Healthcare | 1,753.0 | $1.6M | 0.47% | +151.0 | +9.4% | $919.53 | +19.5% |
| 60 | SO | SOUTHERN CO | Utilities | 16,081.0 | $1.6M | 0.46% | -224.0 | -1.4% | $96.52 | -3.6% |
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%