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Portfolio (Quarterly) Guide ↗

Cornell Pochily Investment Advisors, Inc.

· CIK 0001736260
13F Portfolio $372M AUM 189 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 41 Added 78 Reduced 4 Exited
Page 4 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MCD MCDONALDS CORP Consumer Cyclical 6,452.0 $1.7M 0.47% $270.32 -2.1%
62 IBDR ISHARES TR 68,763.0 $1.7M 0.45% -93K -57.5% $24.23 +0.0%
63 LMT LOCKHEED MARTIN CORP Industrials 3,183.0 $1.6M 0.44% $509.51 +10.7%
64 UNP UNION PAC CORP Industrials 5,760.0 $1.6M 0.42% -100.0 -1.7% $272.00 +13.2%
65 SO SOUTHERN CO Utilities 15,985.0 $1.5M 0.41% -96.0 -0.6% $95.71 -8.0%
66 VUG VANGUARD INDEX FDS 17,411.0 $1.5M 0.40% +15K +507.3% $86.14 +2.8%
67 QCOM QUALCOMM INC Technology 7,951.0 $1.5M 0.40% -1K -13.8% $184.79 -11.2%
68 WEC WEC ENERGY GROUP INC Utilities 12,167.0 $1.4M 0.38% $116.77 -9.2%
69 HDV ISHARES TR 50,421.0 $1.4M 0.37% +40K +400.3% $27.41 +7.3%
70 GILD GILEAD SCIENCES INC Healthcare 10,724.0 $1.4M 0.36% -127.0 -1.2% $126.35 +15.2%
71 T AT&T INC Communication Services 65,278.0 $1.4M 0.36% -3K -4.7% $20.70 +25.3%
72 AVGO BROADCOM INC Technology 3,573.0 $1.3M 0.36% +521.0 +17.1% $377.72 -2.4%
73 XLK SELECT SECTOR SPDR TR 6,924.0 $1.3M 0.35% -178.0 -2.5% $190.53 -2.4%
74 PAYX PAYCHEX INC Industrials 12,994.0 $1.3M 0.34% -134.0 -1.0% $98.33 +29.2%
75 BKNG BOOKING HOLDINGS INC Consumer Cyclical 6,859.0 $1.2M 0.33% +7K +2589.8% $178.23 +15.0%
76 NEE NEXTERA ENERGY INC Utilities 13,119.0 $1.2M 0.31% +96.0 +0.7% $87.77 -7.0%
77 META META PLATFORMS INC Communication Services 1,961.0 $1.1M 0.30% +319.0 +19.4% $563.20 +2.3%
78 VOO VANGUARD INDEX FDS 1,584.0 $1.1M 0.29% $686.84 +3.0%
79 CRM SALESFORCE INC Technology 6,936.0 $1.1M 0.29% -48.0 -0.7% $156.65 +64.9%
80 NOC NORTHROP GRUMMAN CORP Industrials 2,133.0 $1.1M 0.29% $509.28 +7.1%
Page 4 of 10  ·  189 positions

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%