Cornell Pochily Investment Advisors, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 23, 2024), Cornell Pochily Investment Advisors, Inc. reported 168 stock positions worth $252.1 million. Its top holding was Apple (AAPL) at 7.3% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 3.6%) and Nvidia (NVDA, 3.5%). Compared with Q4 2023, it opened 5 new positions, sold out of 8, added to 71 and reduced 80. The biggest buy was Nvidia (NVDA, shares +0%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- ITHACA, NY
- CIK
- 0001736260
- Portfolio Value
- $252.1M (Q1 2024)
- SEC Filing
- 0001736260-24-000004 ↗ filed Apr 23, 2024
Holdings Value
Holdings 168 stocks · $252.1M
| AAPL Apple Inc. | 7.26% | 106,685 | $18.3M | Reduce -1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.61% | 17,393 | $9.1M | Reduce -0.2% |
| NVDA Nvidia Corp. | 3.51% | 9,786 | $8.8M | Add +0.2% |
| ITOT iShares Core S&P Total U.S. | 3.30% | 72,040 | $8.3M | Add +7.6% |
| MSFT Microsoft Corp. | 3.28% | 19,667 | $8.3M | Reduce -3.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 3.02% | 12 | $7.6M | No change |
| TMP Tompkins Financial Corp. | 2.25% | 112,586 | $5.7M | Reduce -0.5% |
| XOM Exxon Mobil Corp. | 2.19% | 47,412 | $5.5M | Add +1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.08% | 12,473 | $5.2M | Reduce -1.7% |
| GOOG Alphabet Inc. Class C | 1.87% | 30,991 | $4.7M | Reduce -2.5% |
| ABBV Abbvie Inc. | 1.86% | 25,769 | $4.7M | Reduce -0.0% |
| PG The Procter & Gamble Co. | 1.81% | 28,125 | $4.6M | Add +0.7% |
| AMZN Amazon.com Inc. | 1.69% | 23,551 | $4.2M | Reduce -1.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.67% | 9,466 | $4.2M | Add +0.2% |
| DGRO iShares Core Dividend Growth | 1.51% | 65,503 | $3.8M | Reduce -7.8% |
| TMO Thermo Fisher Scientific Inc. | 1.48% | 6,431 | $3.7M | Add +1.5% |
| IVV iShares Core S&P 500 ETF | 1.41% | 6,747 | $3.5M | Reduce -11.0% |
| VYM Vanguard High DVD Yield ETF | 1.41% | 29,299 | $3.5M | Reduce -10.9% |
| JNJ Johnson & Johnson | 1.31% | 20,916 | $3.3M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 1.28% | 16,056 | $3.2M | Add +1.1% |
| EMR Emerson Electric Co. | 1.24% | 27,628 | $3.1M | Reduce -3.3% |
| IJR iShares Core S&P Small-Cap E | 1.24% | 28,349 | $3.1M | Add +10.9% |
| CAT Caterpillar Inc. | 1.24% | 8,527 | $3.1M | Reduce -1.4% |
| LOW Lowe's Cos Inc. | 1.13% | 11,204 | $2.9M | Reduce -0.1% |
| ABT Abbott Laboratories | 0.91% | 20,269 | $2.3M | Reduce -3.5% |
| VZ Verizon Communications Inc. | 0.91% | 54,840 | $2.3M | Add +6.2% |
| AMGN Amgen Inc. | 0.89% | 7,849 | $2.2M | Add +2.6% |
| MOAT Vaneck Morningstar Wide Moat | 0.88% | 24,765 | $2.2M | Add +6.9% |
| IUSG iShares Core S&P U.S. Growth | 0.88% | 18,819 | $2.2M | Reduce -3.1% |
| COST Costco Wholesale Corp. | 0.87% | 2,985 | $2.2M | Reduce -2.7% |
| VIG Vanguard Dividend Apprec ETF | 0.85% | 11,712 | $2.1M | Add +1.9% |
| GOOGL Alphabet Inc. Class A | 0.84% | 14,055 | $2.1M | Add +2.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.82% | 10,796 | $2.1M | Add +0.1% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.77% | 77,772 | $1.9M | Reduce -1.0% |
| CVX Chevron Corp. | 0.76% | 12,068 | $1.9M | Add +0.1% |
| QCOM Qualcomm Inc. | 0.74% | 11,057 | $1.9M | Reduce -0.4% |
| PAYX Paychex Inc. | 0.74% | 15,115 | $1.9M | Add +1.3% |
| V Visa Inc. Class A | 0.74% | 6,640 | $1.9M | Reduce -1.2% |
| LMBS First Trust Low Duration Opp | 0.73% | 38,370 | $1.9M | Reduce -1.2% |
| PANW Palo Alto Networks Inc. | 0.70% | 6,176 | $1.8M | Reduce -13.2% |
| INTC Intel Corp. | 0.69% | 39,392 | $1.7M | Reduce -4.6% |
| WCC Wesco International Inc. | 0.69% | 10,112 | $1.7M | Add +0.0% |
| DUK Duke Energy Corp. | 0.67% | 17,583 | $1.7M | Reduce -0.9% |
| DVY iShares Select Dividend ETF | 0.67% | 13,796 | $1.7M | Reduce -3.7% |
| CRM Salesforce Inc. | 0.66% | 5,499 | $1.7M | Reduce -2.2% |
| IVW iShares S&P 500 Growth ETF | 0.66% | 19,564 | $1.7M | Add +0.8% |
| CSCO Cisco Systems Inc. | 0.65% | 32,698 | $1.6M | Add +0.9% |
| IBDR iShares Ibonds Dec 2026 Term | 0.64% | 67,741 | $1.6M | Reduce -0.6% |
| MCD McDonald's Corp. | 0.61% | 5,466 | $1.5M | Add +0.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.60% | 5,806 | $1.5M | Reduce -1.4% |
| STZ Constellation Brands Inc. Class A | 0.58% | 5,406 | $1.5M | Reduce -0.8% |
| UNP Union Pacific Corp. | 0.57% | 5,882 | $1.4M | Reduce -25.8% |
| DE Deere & Co. | 0.56% | 3,468 | $1.4M | Add +0.1% |
| RTX RTX Corp. | 0.54% | 14,029 | $1.4M | Add +6.1% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.53% | 55,715 | $1.3M | Reduce -1.4% |
| LMT Lockheed Martin Corp. | 0.51% | 2,824 | $1.3M | Reduce -0.6% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.50% | 50,900 | $1.3M | Reduce -1.5% |
| T AT&T Inc. | 0.49% | 70,194 | $1.2M | Add +0.7% |
| PEP Pepsico Inc. | 0.47% | 6,773 | $1.2M | Add +6.3% |
| MRK Merck & Co. Inc. | 0.46% | 8,811 | $1.2M | Add +1.6% |
| SO The Southern Co. | 0.46% | 16,141 | $1.2M | Add +0.9% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.44% | 43,188 | $1.1M | Add +2.9% |
| WELL Welltower Inc. | 0.43% | 11,711 | $1.1M | Reduce -3.0% |
| NOC Northrop Grumman Corp. | 0.43% | 2,256 | $1.1M | Add +5.0% |
| GIS General Mills Inc. | 0.42% | 15,301 | $1.1M | Add +0.0% |
| HDV iShares Core High Dividend E | 0.42% | 9,613 | $1.1M | Reduce -1.4% |
| BKNG Booking Holdings Inc. | 0.42% | 291 | $1.1M | No change |
| KO The Coca-Cola Co. | 0.41% | 16,966 | $1.0M | Add +0.9% |
| LLY Eli Lilly & Co. | 0.41% | 1,327 | $1.0M | Add +0.1% |
| WEC WEC Energy Group Inc. | 0.40% | 12,382 | $1.0M | Add +8.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.39% | 2,836 | $976K | Add +0.3% |
| FPE FT-Preferred Secur & Inc. ETF | 0.38% | 55,724 | $965K | Reduce -3.0% |
| IBDU iShares Ibonds Dec 2029 Term | 0.38% | 41,582 | $949K | Reduce -1.6% |
| ZBH Zimmer Biomet Holdings Inc. | 0.37% | 6,999 | $924K | Add +0.3% |
| BLK BlackRock Finance Inc. | 0.36% | 1,084 | $904K | Add +10.7% |
| ADP Automatic Data Processing | 0.35% | 3,574 | $893K | Reduce -6.9% |
| SBUX Starbucks Corp. | 0.35% | 9,638 | $881K | Reduce -3.6% |
| AVUV Avantis US Small Cap Value | 0.34% | 9,116 | $854K | Add +3.0% |
| VEEV Veeva Systems Inc. Class A | 0.34% | 3,682 | $853K | Reduce -0.7% |
| VOO Vanguard S&P 500 ETF | 0.33% | 1,756 | $844K | Add +0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.33% | 6,779 | $830K | Reduce -2.1% |
| CL Colgate-Palmolive Co. | 0.32% | 8,825 | $795K | Reduce -1.2% |
| PEG Public Service Enterprise GP | 0.31% | 11,710 | $782K | Reduce -1.3% |
| KMB Kimberly-Clark Corp. | 0.31% | 5,981 | $774K | No change |
| BWA Borgwarner Inc. | 0.30% | 21,953 | $763K | Reduce -0.2% |
| FBND Fidelity Total Bond ETF | 0.30% | 16,442 | $745K | Reduce -26.1% |
| ETN Eaton Corp. PLC | 0.29% | 2,300 | $719K | Reduce -8.2% |
| SCHD Schwab US DVD Equity ETF | 0.28% | 8,891 | $717K | Reduce -17.0% |
| XLK SS Technology Select Sector | 0.27% | 3,316 | $691K | Add +5.5% |
| AMT American Tower Corp. | 0.27% | 3,450 | $682K | Add +4.7% |
| IJH iShares Core S&P Midcap ETF | 0.27% | 11,144 | $677K | Add +66.8% |
| META Meta Platforms Inc. Class A | 0.26% | 1,354 | $658K | Reduce -8.9% |
| ENB Enbridge Inc. | 0.26% | 17,968 | $650K | Reduce -6.5% |
| APD Air Products & Chemicals Inc. | 0.26% | 2,674 | $648K | Add +2.0% |
| NEE Nextera Energy Inc. | 0.25% | 10,031 | $641K | Add +14.2% |
| FE Firstenergy Corp. | 0.25% | 16,421 | $634K | Reduce -4.2% |
| ED Consolidated Edison Inc. | 0.25% | 6,951 | $631K | Reduce -2.0% |
| USB US Bancorp | 0.25% | 14,059 | $628K | Reduce -1.9% |
| HON Honeywell International Inc. | 0.25% | 3,042 | $624K | Reduce -26.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.24% | 7,314 | $611K | Reduce -33.0% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -1.2% | 7.26% | −1.35 |
| TMP Tompkins Financial Corp. | Reduce -0.5% | 2.25% | −0.58 |
| GILD Gilead Sciences Inc. | Reduce -21.6% | 0.03% | −0.46 |
| UNP Union Pacific Corp. | Reduce -25.8% | 0.57% | −0.23 |
| IBMM iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.20 |
| IBMQ iShares Ibonds Dec 2028 Muni | Sold out | 0.00% | −0.20 |
| IBMP iShares Ibonds Dec 2027 Term | Sold out | 0.00% | −0.20 |
| IBMN iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.20 |
| IBMO iShares Ibonds Dec 2026 Term | Sold out | 0.00% | −0.20 |
| PANW Palo Alto Networks Inc. | Reduce -13.2% | 0.70% | −0.17 |
| INTC Intel Corp. | Reduce -4.6% | 0.69% | −0.17 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.15 |
| FBND Fidelity Total Bond ETF | Reduce -26.1% | 0.30% | −0.13 |
| TSLA Tesla Inc. | Reduce -2.2% | 0.24% | −0.12 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.12 |
| VYM Vanguard High DVD Yield ETF | Reduce -10.9% | 1.41% | −0.12 |
| HON Honeywell International Inc. | Reduce -26.2% | 0.25% | −0.11 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -33.0% | 0.24% | −0.11 |
| IVV iShares Core S&P 500 ETF | Reduce -11.0% | 1.41% | −0.09 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.09 |
| DGRO iShares Core Dividend Growth | Reduce -7.8% | 1.51% | −0.08 |
| BA The Boeing Co. | Reduce -14.3% | 0.11% | −0.07 |
| JNJ Johnson & Johnson | Reduce -0.8% | 1.31% | −0.06 |
| SCHD Schwab US DVD Equity ETF | Reduce -17.0% | 0.28% | −0.05 |
| SBUX Starbucks Corp. | Reduce -3.6% | 0.35% | −0.05 |
| D Dominion Energy Inc. | Reduce -19.1% | 0.20% | −0.05 |
| CCOI Cogent Communications Holdin | Reduce -6.4% | 0.16% | −0.05 |
| ABT Abbott Laboratories | Reduce -3.5% | 0.91% | −0.04 |
| LMBS First Trust Low Duration Opp | Reduce -1.2% | 0.73% | −0.04 |
| BIIB Biogen Inc. | Reduce -6.8% | 0.12% | −0.04 |
| MMM 3M Co. | Reduce -27.6% | 0.09% | −0.04 |
| MDT Medtronic PLC | Reduce -27.6% | 0.11% | −0.04 |
| LH Laboratory CRP of Amer Hldgs | Reduce -8.0% | 0.23% | −0.04 |
| IBDQ iShares Ibonds Dec 2025 Term | Reduce -1.0% | 0.77% | −0.04 |
| DUK Duke Energy Corp. | Reduce -0.9% | 0.67% | −0.04 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Reduce -1.4% | 0.53% | −0.03 |
| IBDT iShares Ibonds Dec 2028 ETF | Reduce -1.5% | 0.50% | −0.03 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -0.6% | 0.64% | −0.03 |
| ENB Enbridge Inc. | Reduce -6.5% | 0.26% | −0.03 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -4.8% | 0.17% | −0.03 |
| IBDU iShares Ibonds Dec 2029 Term | Reduce -1.6% | 0.38% | −0.03 |
| BWA Borgwarner Inc. | Reduce -0.2% | 0.30% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -0.6% | 0.51% | −0.02 |
| DVY iShares Select Dividend ETF | Reduce -3.7% | 0.67% | −0.02 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -3.0% | 0.38% | −0.02 |
| TOTL SS Doubleline TR Tact ETF | Reduce -4.3% | 0.19% | −0.02 |
| WELL Welltower Inc. | Reduce -3.0% | 0.43% | −0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -6.8% | 0.17% | −0.02 |
| ED Consolidated Edison Inc. | Reduce -2.0% | 0.25% | −0.02 |
| ADP Automatic Data Processing | Reduce -6.9% | 0.35% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +0.2% | 3.51% | +1.50 |
| ITOT iShares Core S&P Total U.S. | Add +7.6% | 3.30% | +0.37 |
| XOM Exxon Mobil Corp. | Add +1.4% | 2.19% | +0.25 |
| FHLC Fidelity MSCI Health Care | New | 0.18% | +0.18 |
| JPM JPMorgan Chase & Co. | Add +1.1% | 1.28% | +0.16 |
| IJH iShares Core S&P Midcap ETF | Add +66.8% | 0.27% | +0.12 |
| PG The Procter & Gamble Co. | Add +0.7% | 1.81% | +0.11 |
| VZ Verizon Communications Inc. | Add +6.2% | 0.91% | +0.11 |
| PM Philip Morris International | New | 0.10% | +0.10 |
| IJR iShares Core S&P Small-Cap E | Add +10.9% | 1.24% | +0.10 |
| FDX FedEx Corp. | New | 0.09% | +0.09 |
| TMO Thermo Fisher Scientific Inc. | Add +1.5% | 1.48% | +0.09 |
| LLY Eli Lilly & Co. | Add +0.1% | 0.41% | +0.09 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.82% | +0.09 |
| WMT Walmart Inc. | New | 0.08% | +0.08 |
| COP Conocophillips | New | 0.08% | +0.08 |
| RTX RTX Corp. | Add +6.1% | 0.54% | +0.08 |
| MRK Merck & Co. Inc. | Add +1.6% | 0.46% | +0.07 |
| MOAT Vaneck Morningstar Wide Moat | Add +6.9% | 0.88% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.2% | 1.67% | +0.06 |
| IVW iShares S&P 500 Growth ETF | Add +0.8% | 0.66% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +2.3% | 0.84% | +0.05 |
| VIG Vanguard Dividend Apprec ETF | Add +1.9% | 0.85% | +0.04 |
| NEE Nextera Energy Inc. | Add +14.2% | 0.25% | +0.03 |
| BLK BlackRock Finance Inc. | Add +10.7% | 0.36% | +0.03 |
| GE General Electric | Add +0.1% | 0.11% | +0.03 |
| CGXU Cap Group Intl Focus | Add +2.9% | 0.44% | +0.03 |
| ORCL Oracle Corp. | Add +1.4% | 0.18% | +0.02 |
| MDLZ Mondelez International Inc. Class A | Add +34.2% | 0.12% | +0.02 |
| XLK SS Technology Select Sector | Add +5.5% | 0.27% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.3% | 0.39% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +10.6% | 0.11% | +0.02 |
| PEP Pepsico Inc. | Add +6.3% | 0.47% | +0.02 |
| OKE Oneok Inc. | Add +1.8% | 0.20% | +0.02 |
| IVE iShares S&P 500 Value ETF | Add +10.1% | 0.16% | +0.02 |
| TRV The Travelers Cos Inc. | Add +0.3% | 0.13% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +0.1% | 0.33% | +0.02 |
| AVGO Broadcom Inc. | Add +0.4% | 0.12% | +0.01 |
| ZBH Zimmer Biomet Holdings Inc. | Add +0.3% | 0.37% | +0.01 |
| GD General Dynamics Corp. | Add +2.8% | 0.18% | +0.01 |
| GIS General Mills Inc. | Add +0.0% | 0.42% | +0.01 |
| NOC Northrop Grumman Corp. | Add +5.0% | 0.43% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.18% | +0.01 |
| CVS CVS Health Corp. | Add +15.0% | 0.10% | +0.01 |
| BNY Bank of New York Mellon Corp. | Add +0.1% | 0.18% | +0.01 |
| HD Home Depot Inc. | Add +0.4% | 0.17% | +0.01 |
| MA Mastercard Inc. Class A | Add +2.5% | 0.10% | +0.01 |
| CVX Chevron Corp. | Add +0.1% | 0.76% | +0.01 |
| AVUV Avantis US Small Cap Value | Add +3.0% | 0.34% | +0.01 |
| EPD Enterprise Products Partners | Add +0.1% | 0.16% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 189 | $371.7M | AAPL, ITOT, NVDA, SPY, TMP |
| Q1 2026 | 174 | $340.4M | AAPL, NVDA, ITOT, SPY, TMP |
| Q4 2025 | 182 | $345.0M | AAPL, NVDA, ITOT, SPY, MSFT |
| Q3 2025 | 177 | $335.0M | AAPL, NVDA, ITOT, SPY, MSFT |
| Q2 2025 | 178 | $305.7M | AAPL, NVDA, ITOT, SPY, MSFT |
| Q1 2025 | 165 | $284.4M | AAPL, NVDA, ITOT, SPY, BRK.A |
| Q4 2024 | 167 | $286.4M | AAPL, NVDA, ITOT, SPY, TMP |
| Q3 2024 | 175 | $288.0M | AAPL, NVDA, ITOT, SPY, MSFT |
| Q2 2024Amended | 166 | $263.0M | AAPL, NVDA, SPY, ITOT, MSFT |
| Q1 2024 | 168 | $252.1M | AAPL, SPY, NVDA, ITOT, MSFT |