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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | LIN | LINDE PLC | Basic Materials | 756.0 | $322K | 0.09% | NEW | — | $426.25 | +20.2% |
| 142 | CMCSA | COMCAST CORP NEW | Communication Services | 10,619.0 | $317K | 0.09% | NEW | — | $29.89 | -25.0% |
| 143 | GD | GENERAL DYNAMICS CORP | Industrials | 940.0 | $316K | 0.09% | NEW | — | $336.66 | +4.0% |
| 144 | SYY | SYSCO CORP | Consumer Defensive | 4,294.0 | $316K | 0.09% | NEW | — | $73.69 | +6.8% |
| 145 | NBTB | NBT BANCORP INC | Financial Services | 7,530.0 | $313K | 0.09% | NEW | — | $41.52 | +12.4% |
| 146 | FBND | FIDELITY MERRIMACK STR TR | — | 6,483.0 | $298K | 0.09% | NEW | — | $46.04 | -0.9% |
| 147 | HSY | HERSHEY CO | Consumer Defensive | 1,635.0 | $298K | 0.09% | NEW | — | $181.98 | -5.1% |
| 148 | MKC | MCCORMICK &CO INC | Consumer Defensive | 4,343.0 | $296K | 0.09% | NEW | — | $68.11 | -31.5% |
| 149 | INTU | INTUIT | Technology | 444.0 | $294K | 0.09% | NEW | — | $662.71 | -59.7% |
| 150 | IWO | ISHARES TR | — | 871.0 | $281K | 0.08% | NEW | — | $323.07 | +20.4% |
| 151 | NOBL | PROSHARES TR | — | 2,654.0 | $276K | 0.08% | NEW | — | $104.07 | -47.2% |
| 152 | GEV | GE VERNOVA INC | Utilities | 418.0 | $273K | 0.08% | NEW | — | $653.73 | +69.8% |
| 153 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 818.0 | $270K | 0.08% | NEW | — | $329.98 | +21.5% |
| 154 | STZ | CONSTELLATION BRANDS INC | Consumer Defensive | 1,937.0 | $267K | 0.08% | NEW | — | $137.98 | +2.3% |
| 155 | BAC | BANK AMERICA CORP | Financial Services | 4,815.0 | $265K | 0.08% | NEW | — | $55.00 | +2.2% |
| 156 | VB | VANGUARD INDEX FDS | — | 1,019.0 | $263K | 0.08% | NEW | — | $258.01 | +14.9% |
| 157 | BWA | BORGWARNER INC | Consumer Cyclical | 5,800.0 | $261K | 0.08% | NEW | — | $45.06 | +59.4% |
| 158 | MO | ALTRIA GROUP INC | Consumer Defensive | 4,483.0 | $258K | 0.07% | NEW | — | $57.66 | +19.9% |
| 159 | CGGR | CAPITAL GROUP GROWTH ETF | — | 5,636.0 | $251K | 0.07% | NEW | — | $44.47 | +5.6% |
| 160 | SCHD | SCHWAB STRATEGIC TR | — | 8,473.0 | $232K | 0.07% | NEW | — | $27.43 | +16.1% |
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%