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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 7 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IWN ISHARES TR 2,359.0 $522K 0.14% $221.17 +0.9%
122 HD HOME DEPOT INC Consumer Cyclical 1,474.0 $520K 0.14% +350.0 +31.1% $352.73 -6.4%
123 DIS DISNEY WALT CO Communication Services 5,400.0 $520K 0.14% -1K -21.4% $96.26 +12.3%
124 ORCL ORACLE CORP Technology 3,500.0 $513K 0.14% $146.55 +2.8%
125 GEV GE VERNOVA INC Utilities 418.0 $491K 0.13% $1175.31 -22.4%
126 USB US BANCORP Financial Services 8,127.0 $491K 0.13% $60.40 +3.4%
127 FE FIRSTENERGY CORP Utilities 10,253.0 $487K 0.13% +359.0 +3.6% $47.54 -3.5%
128 AMAT APPLIED MATLS INC Technology 632.0 $457K 0.12% $722.81 -36.1%
129 GLD SPDR GOLD TR Financial Services 1,226.0 $452K 0.12% $368.38 +11.0%
130 HONEYWELL INTL INC 2,012.0 $450K 0.12% NEW $223.90
131 HONEYWELL AEROSPACE INC 2,012.0 $445K 0.12% NEW $221.08
132 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 6,384.0 $428K 0.12% $67.12 -5.9%
133 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,441.0 $422K 0.11% -194.0 -11.9% $293.17 +5.1%
134 TJX TJX COS INC NEW Consumer Cyclical 2,747.0 $416K 0.11% -49.0 -1.8% $151.51 -10.8%
135 PLTR PALANTIR TECHNOLOGIES INC Technology 3,555.0 $415K 0.11% +910.0 +34.4% $116.67 +59.7%
136 TMFC RBB FD INC 5,418.0 $413K 0.11% -60.0 -1.1% $76.15 +4.6%
137 WMT WALMART INC Consumer Defensive 3,599.0 $408K 0.11% $113.27 -9.0%
138 TXN TEXAS INSTRS INC Technology 1,313.0 $391K 0.10% $298.07 -13.2%
139 SBUX STARBUCKS CORP Consumer Cyclical 3,799.0 $388K 0.10% -1K -25.7% $102.19 +5.5%
140 SPTM SPDR SERIES TRUST 4,186.0 $380K 0.10% NEW $90.78 +2.7%
Page 7 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%