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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | Technology | 104,425.0 | $28.4M | 8.23% | NEW | — | $271.86 | +9.6% |
| 2 | NVDA | NVIDIA CORPORATION | Technology | 101,355.0 | $18.9M | 5.48% | NEW | — | $186.50 | +13.0% |
| 3 | ITOT | ISHARES TR | — | 109,232.0 | $16.2M | 4.71% | NEW | — | $148.69 | +10.2% |
| 4 | SPY | SPDR S&P 500 ETF TR | Financial Services | 17,387.0 | $11.9M | 3.44% | NEW | — | $681.91 | +9.5% |
| 5 | MSFT | MICROSOFT CORP | Technology | 18,887.0 | $9.1M | 2.65% | NEW | — | $483.62 | -21.6% |
| 6 | — | BERKSHIRE HATHAWAY INC DEL | — | 12.0 | $9.1M | 2.62% | NEW | — | $754800.00 | — |
| 7 | TMP | TOMPKINS FINL CORP | Financial Services | 122,961.0 | $8.9M | 2.58% | NEW | — | $72.52 | +23.1% |
| 8 | GOOG | ALPHABET INC | Communication Services | 27,753.0 | $8.7M | 2.52% | NEW | — | $313.80 | +17.1% |
| 9 | DGRO | ISHARES TR | — | 87,734.0 | $6.1M | 1.76% | NEW | — | $69.42 | +7.8% |
| 10 | ABBV | ABBVIE INC | Healthcare | 26,531.0 | $6.1M | 1.76% | NEW | — | $228.49 | -5.3% |
| 11 | QQQ | INVESCO QQQ TR | Financial Services | 9,808.0 | $6.0M | 1.75% | NEW | — | $614.28 | +20.6% |
| 12 | XOM | EXXON MOBIL CORP | Energy | 48,938.0 | $5.9M | 1.71% | NEW | — | $120.34 | +14.5% |
| 13 | — | BERKSHIRE HATHAWAY INC DEL | — | 11,083.0 | $5.6M | 1.61% | NEW | — | $502.65 | — |
| 14 | JPM | JPMORGAN CHASE &CO. | Financial Services | 17,034.0 | $5.5M | 1.59% | NEW | — | $322.23 | +0.9% |
| 15 | AMZN | AMAZON COM INC | Consumer Cyclical | 22,737.0 | $5.2M | 1.52% | NEW | — | $230.82 | +5.9% |
| 16 | IVV | ISHARES TR | — | 7,149.0 | $4.9M | 1.42% | NEW | — | $684.91 | +9.5% |
| 17 | IUSG | ISHARES TR | — | 28,877.0 | $4.8M | 1.41% | NEW | — | $167.94 | +12.3% |
| 18 | CAT | CATERPILLAR INC | Industrials | 8,258.0 | $4.7M | 1.37% | NEW | — | $572.88 | +72.1% |
| 19 | GOOGL | ALPHABET INC | Communication Services | 14,855.0 | $4.6M | 1.35% | NEW | — | $313.00 | +17.6% |
| 20 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 30,661.0 | $4.4M | 1.27% | NEW | — | $143.31 | +4.9% |
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%