Cornell Pochily Investment Advisors, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 15, 2026), Cornell Pochily Investment Advisors, Inc. reported 189 stock positions worth $371.7 million. Its top holding was Apple (AAPL) at 7.7% of the portfolio, followed by iShares Core S&P Total U.S. (ITOT, 5.6%) and Nvidia (NVDA, 5.4%). Compared with Q1 2026, it opened 17 new positions, sold out of 3, added to 62 and reduced 86. The biggest buy was a new position in Vanguard Dividend Apprec ETF (VIG) and the biggest sale iShares Ibonds Dec 2026 Term (IBDR, shares −58%).

Most Recent 13F
Q2 2026
Location
ITHACA, NY
CIK
0001736260
Portfolio Value
$371.7M (Q2 2026)
SEC Filing
0001736260-26-000006 ↗ filed Jul 15, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $252.1M Q1 2024 Q2 2024: $263.0M Q2 2024 Q3 2024: $288.0M Q3 2024 Q4 2024: $286.4M Q4 2024 Q1 2025: $284.4M Q1 2025 Q2 2025: $305.7M Q2 2025 Q3 2025: $335.0M Q3 2025 Q4 2025: $345.0M Q4 2025 Q1 2026: $340.4M Q1 2026 Q2 2026: $371.7M $371.7M Q2 2026

Holdings 189 stocks · $371.7M
AAPL Apple Inc. 7.70% 98,929 $28.6M Reduce -2.6%
ITOT iShares Core S&P Total U.S. 5.62% 127,278 $20.9M Add +4.5%
NVDA Nvidia Corp. 5.39% 100,186 $20.0M Reduce -0.2%
SPY SS SPDR S&P 500 ETF Trust-US 3.12% 15,530 $11.6M Reduce -8.8%
TMP Tompkins Financial Corp. 3.00% 117,942 $11.1M Reduce -3.2%
GOOG Alphabet Inc. Class C 2.61% 27,414 $9.7M Reduce -0.3%
CAT Caterpillar Inc. 2.23% 7,800 $8.3M Reduce -4.9%
QQQ Invesco QQQ Trust Series 1 1.98% 9,985 $7.4M Add +1.3%
MSFT Microsoft Corp. 1.88% 18,770 $7.0M Reduce -3.2%
BRK.A Berkshire Hathaway Inc. Class A 1.81% 9 $6.7M No change
XOM Exxon Mobil Corp. 1.77% 48,183 $6.6M Add +2.2%
ABBV Abbvie Inc. 1.65% 24,344 $6.1M Reduce -3.4%
DGRO iShares Core Dividend Growth 1.59% 77,902 $5.9M Reduce -13.1%
AMZN Amazon.com Inc. 1.56% 24,368 $5.8M Add +1.6%
JPM JPMorgan Chase & Co. 1.52% 17,294 $5.7M Add +0.4%
IUSG iShares Core S&P U.S. Growth 1.50% 29,673 $5.6M Reduce -1.4%
IVV iShares Core S&P 500 ETF 1.49% 7,394 $5.5M Add +2.3%
GOOGL Alphabet Inc. Class A 1.41% 14,654 $5.2M Add +0.0%
BRK.B Berkshire Hathaway Inc. Class B 1.40% 10,386 $5.2M Add +0.9%
JNJ Johnson & Johnson 1.30% 18,975 $4.8M Reduce -0.0%
VYM Vanguard High DVD Yield ETF 1.29% 30,330 $4.8M Add +0.1%
PG The Procter & Gamble Co. 1.28% 32,389 $4.7M Add +1.8%
PANW Palo Alto Networks Inc. 1.16% 12,626 $4.3M Reduce -9.8%
EMR Emerson Electric Co. 1.15% 29,782 $4.3M Add +2.1%
GLW Corning Inc. 0.91% 13,181 $3.4M Reduce -12.8%
CSCO Cisco Systems Inc. 0.88% 27,971 $3.3M Reduce -1.1%
FMDE Fidelity Enhanced Mid Cap Co. 0.86% 78,944 $3.2M Add +12.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.84% 11,063 $3.1M Reduce -16.4%
JHSC John Hancock Multi Small Cap 0.80% 61,488 $3.0M Add +6.2%
VIG Vanguard Dividend Apprec ETF 0.78% 12,258 $2.9M New
VZ Verizon Communications Inc. 0.76% 66,588 $2.8M Reduce -1.4%
COST Costco Wholesale Corp. 0.75% 2,980 $2.8M Add +0.5%
IVW iShares S&P 500 Growth ETF 0.74% 19,914 $2.7M Add +4.2%
IJR iShares Core S&P Small-Cap E 0.73% 18,338 $2.7M Reduce -1.0%
BRIE MFS BR Intl Equity ETF filed as MFS ACTIVE EXCHANGE TRADED F 0.71% 87,526 $2.7M New
IBDT iShares Ibonds Dec 2028 ETF 0.70% 103,611 $2.6M Reduce -42.4%
IBDU iShares Ibonds Dec 2029 Term 0.68% 109,627 $2.5M Reduce -40.9%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.68% 104,825 $2.5M Reduce -44.0%
AMGN Amgen Inc. 0.68% 7,009 $2.5M No change
TMO Thermo Fisher Scientific Inc. 0.66% 4,918 $2.5M Reduce -9.7%
RTX RTX Corp. 0.65% 12,716 $2.4M Reduce -0.2%
VTI VG Morningstar TS MKT ETF-US 0.63% 6,313 $2.3M Reduce -0.8%
IDV iShares International Select 0.62% 55,501 $2.3M Add +10.1%
LOW Lowe's Cos Inc. 0.61% 10,365 $2.3M Reduce -3.7%
DE Deere & Co. 0.61% 3,582 $2.3M Reduce -1.4%
MOAT Vaneck Morningstar Wide Moat 0.60% 21,406 $2.2M Reduce -2.6%
CVX Chevron Corp. 0.59% 13,329 $2.2M Reduce -4.1%
DUK Duke Energy Corp. 0.57% 16,760 $2.1M Reduce -1.1%
WCC Wesco International Inc. 0.57% 6,134 $2.1M Reduce -3.3%
DVY iShares Select Dividend ETF 0.57% 13,500 $2.1M Add +0.1%
V Visa Inc. Class A 0.55% 5,982 $2.1M Reduce -7.2%
LLY Eli Lilly & Co. 0.55% 1,708 $2.0M Reduce -2.6%
WELL Welltower Inc. 0.55% 9,018 $2.0M Add +0.4%
ABT Abbott Laboratories 0.53% 21,670 $2.0M Reduce -10.8%
IBDV iShares Ibonds Dec 2030 Corp. 0.52% 88,278 $1.9M Reduce -43.8%
INTC Intel Corp. 0.51% 13,457 $1.9M Add +0.5%
CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY 0.50% 49,654 $1.9M Add +3.6%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 0.49% 52,900 $1.8M Reduce -48.9%
KO The Coca-Cola Co. 0.49% 22,406 $1.8M Add +1.2%
TSLA Tesla Inc. 0.47% 4,157 $1.7M No change
MCD McDonald's Corp. 0.47% 6,452 $1.7M Add +0.0%
IBDR iShares Ibonds Dec 2026 Term 0.45% 68,763 $1.7M Reduce -57.5%
LMT Lockheed Martin Corp. 0.44% 3,183 $1.6M Add +0.3%
UNP Union Pacific Corp. 0.42% 5,760 $1.6M Reduce -1.7%
SO The Southern Co. 0.41% 15,985 $1.5M Reduce -0.6%
VUG Vanguard Mrngstar GR ETF-Sui 0.40% 17,411 $1.5M Add +1.2%
QCOM Qualcomm Inc. 0.40% 7,951 $1.5M Reduce -13.8%
WEC WEC Energy Group Inc. 0.38% 12,167 $1.4M Add +0.2%
HDV iShares Core High Dividend E 0.37% 50,421 $1.4M No change
GILD Gilead Sciences Inc. 0.36% 10,724 $1.4M Reduce -1.2%
T AT&T Inc. 0.36% 65,278 $1.4M Reduce -4.7%
AVGO Broadcom Inc. 0.36% 3,573 $1.3M Add +17.1%
XLK SS Technology Select Sector 0.35% 6,924 $1.3M Reduce -2.5%
PAYX Paychex Inc. 0.34% 12,994 $1.3M Reduce -1.0%
BKNG Booking Holdings Inc. 0.33% 6,859 $1.2M Add +7.6%
NEE Nextera Energy Inc. 0.31% 13,119 $1.2M Add +0.7%
META Meta Platforms Inc. Class A 0.30% 1,961 $1.1M Add +19.4%
VOO Vanguard S&P 500 ETF 0.29% 1,584 $1.1M Add +0.1%
CRM Salesforce Inc. 0.29% 6,936 $1.1M Reduce -0.7%
NOC Northrop Grumman Corp. 0.29% 2,133 $1.1M No change
IVE iShares S&P 500 Value ETF 0.28% 4,612 $1.0M Add +28.8%
BNY Bank of New York Mellon Corp. 0.28% 7,197 $1.0M Add +0.4%
MRK Merck & Co. Inc. 0.28% 8,019 $1.0M Add +0.0%
LH Labcorp Holdings Inc. 0.27% 3,522 $986K Add +1.5%
KRYS Krystal Biotech Inc. 0.25% 2,515 $935K New
IBDW iShares Ibonds Dec 2031 Corp. 0.25% 44,367 $925K Reduce -6.3%
AVUV Avantis US Small Cap Value 0.25% 7,357 $918K Reduce -2.2%
GE General Electric filed as GE AEROSPACE 0.23% 2,326 $869K Add +4.3%
IWF iShares Russell 1000 Growth 0.23% 6,803 $845K No change
IWD iShares Russell 1000 Value E 0.23% 3,464 $840K No change
CGGR Cap Group Growth Equity 0.22% 17,441 $823K Add +209.5%
ISRG Intuitive Surgical Inc. 0.22% 2,035 $809K Add +45.5%
IJH iShares Core S&P Midcap ETF 0.22% 10,393 $801K Add +3.5%
PEG Public Service Enterprise GP 0.21% 9,703 $787K Reduce -5.8%
BMY Bristol-Myers Squibb Co. 0.21% 13,451 $775K Reduce -1.7%
OKE Oneok Inc. 0.20% 8,597 $747K Add +3.0%
CL Colgate-Palmolive Co. 0.20% 7,996 $733K Reduce -0.9%
PEP Pepsico Inc. 0.19% 5,270 $714K Reduce -4.6%
ED Consolidated Edison Inc. 0.19% 6,384 $706K Add +0.2%
NSC Norfolk Southern Corp. 0.19% 2,245 $706K Add +0.0%
UNH Unitedhealth Group Inc. 0.19% 1,682 $699K New
KMB Kimberly-Clark Corp. 0.18% 6,243 $685K Add +9.0%
TRV The Travelers Cos Inc. 0.18% 2,070 $683K Reduce -3.8%
BLK BlackRock Inc. 0.18% 709 $682K Reduce -23.2%
PFE Pfizer Inc. 0.18% 28,268 $681K Add +2.1%
AMT American Tower Corp. 0.18% 4,141 $677K Add +1.1%
ADP Automatic Data Processing 0.18% 3,009 $674K Reduce -9.2%
AEP American Electric Power 0.18% 4,832 $661K Add +8.2%
SPYM Ste STR SPDR PT S&P 500 ETF 0.17% 7,230 $635K New
ENB Enbridge Inc. 0.16% 11,239 $609K Reduce -0.6%
KTOS Kratos Defense & Security 0.16% 12,128 $605K Add +22.1%
IEMG iShares Core MSCI Emerging 0.15% 6,904 $572K Reduce -4.7%
FTEC Fidelity MSCI Info Tech Indx 0.15% 1,998 $571K Reduce -0.5%
IBDX iShares Ibonds Dec 2032 TC 0.15% 22,042 $555K New
LHX L3HARRIS Technologies Inc. 0.15% 1,910 $555K No change
ANET Arista Networks Inc. 0.15% 3,264 $554K Reduce -1.3%
USMV iShares MSCI USA Min Vol Fac 0.15% 5,707 $550K Reduce -11.6%
MTB M & T Bank Corp. filed as M & T BK CORP 0.15% 2,310 $550K Add +1.0%
AXP American Express Co. 0.15% 1,618 $547K Add +0.1%
EPD Enterprise Products Partners 0.14% 14,260 $524K Add +0.1%
IWN iShares Russell 2000 Value E 0.14% 2,359 $522K No change
HD Home Depot Inc. 0.14% 1,474 $520K Add +31.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.14% 5,400 $520K Reduce -21.4%
ORCL Oracle Corp. 0.14% 3,500 $513K Reduce -0.1%
GEV GE Vernova Inc. 0.13% 418 $491K No change
USB US Bancorp 0.13% 8,127 $491K No change
FE Firstenergy Corp. 0.13% 10,253 $487K Add +3.6%
AMAT Applied Materials Inc. 0.12% 632 $457K No change
GLD SPDR Gold Shares 0.12% 1,226 $452K No change
HON Honeywell International Inc. 0.12% 2,012 $450K Reduce -0.1%
HONA Honeywell Aerospace Inc. 0.12% 2,012 $445K Reduce -0.1%
CBU Community Financial System I 0.12% 6,384 $428K No change
APD Air Products & Chemicals Inc. 0.11% 1,441 $422K Reduce -11.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.11% 2,747 $416K Reduce -1.8%
PLTR Palantir Technologies Inc. Class A 0.11% 3,555 $415K Add +34.4%
TMFC Motley Fool 100 Index ETF 0.11% 5,418 $413K Reduce -1.1%
WMT Walmart Inc. 0.11% 3,599 $408K Add +0.3%
TXN Texas Instruments Inc. 0.11% 1,313 $391K No change
SBUX Starbucks Corp. 0.10% 3,799 $388K Reduce -25.7%
SPTM SS SPDR P S&P 1500 Comp ETF 0.10% 4,186 $380K New
LMBS First Trust Low Duration Opp 0.10% 7,514 $374K Reduce -7.6%
NBTB N B T Bancorp Inc. 0.10% 7,552 $373K Add +0.1%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.10% 13,613 $361K Reduce -17.0%
SOXX iShares Semiconductor ETF 0.10% 552 $354K New
IWO iShares Russell 2000 Growth 0.09% 871 $343K No change
JEPI JPMorgan Equity Premium Inco 0.09% 5,957 $336K Reduce -25.3%
VEEV Veeva Systems Inc. Class A 0.09% 1,894 $336K Reduce -33.0%
MA Mastercard Inc. Class A 0.09% 650 $334K No change
GD General Dynamics Corp. 0.09% 940 $333K No change
IEFA iShares Core MSCI Eafe ETF 0.09% 3,443 $333K Reduce -2.0%
BWA Borgwarner Inc. 0.09% 4,891 $325K Reduce -13.8%
MO Altria Group Inc. 0.09% 4,483 $323K No change
SYY Sysco Corp. 0.09% 3,815 $319K Reduce -11.2%
NOBL Proshares S&P 500 Dividend A 0.08% 5,308 $298K No change
LIN Linde PLC 0.08% 565 $293K Reduce -1.7%
HSY The Hershey Co. 0.08% 1,635 $287K No change
NOW ServiceNow Inc. 0.08% 2,825 $280K Add +21.2%
NFLX Netflix Inc. 0.08% 3,913 $279K Add +4.2%
CRWD CrowdStrike Holdings Inc. Class A 0.07% 363 $277K New
BAC Bank of America Corp. 0.07% 4,831 $275K Add +0.1%
FPE FT-Preferred Secur & Inc. ETF 0.07% 15,115 $270K Reduce -7.7%
MTD Mettler-Toledo International 0.07% 210 $268K New
AMD Advanced Micro Devices 0.07% 460 $267K New
IJT iShares S&P Small-Cap 600 GR 0.07% 1,457 $260K Add +0.1%
FBT First Trust Nyse Arca Biotec 0.07% 1,029 $255K No change
ETN Eaton Corp. PLC 0.07% 596 $254K Reduce -5.5%
STZ Constellation Brands Inc. Class A 0.07% 1,816 $253K Reduce -1.7%
XBI SS SPDR S&P Biotech ETF 0.07% 1,574 $249K New
FDX FedEx Corp. 0.07% 780 $244K Add +0.1%
CEG Constellation Energy 0.06% 961 $239K Add +0.1%
COP Conocophillips 0.06% 2,292 $238K No change
SCHW Schwab (charles) Corp. 0.06% 2,580 $238K Add +2.9%
VB Vanguard Most SM-Cap ETF-Usd 0.06% 778 $236K Reduce -23.2%
GJUN FT Vest US Equity Moderate B 0.06% 5,720 $236K Reduce -1.9%
VLO Valero Energy Corp. 0.06% 901 $235K Add +0.2%
IBMT iShares Ibonds Dec 2031 Muni 0.06% 8,995 $232K Reduce -1.7%
IBMQ iShares Ibonds Dec 2028 Muni 0.06% 9,055 $232K Reduce -1.7%
IBMR iShares Ibonds Dec 2029 M BD 0.06% 9,115 $231K Reduce -1.7%
IBMS ISHARESIBONDDEC2030MUNIBDETF 0.06% 8,940 $231K Reduce -1.7%
IBMP iShares Ibonds Dec 2027 Term 0.06% 9,070 $231K Reduce -1.7%
TOTL SS Doubleline TR Tact ETF 0.06% 5,839 $230K Reduce -33.9%
SCHD Schwab US DVD Equity ETF 0.06% 7,200 $228K Reduce -7.7%
MKC McCormick & Co.-Non VTG SHRS 0.06% 4,343 $219K Reduce -13.3%
CSX CSX Corp. 0.06% 4,590 $218K New
ALL Allstate Corp. 0.06% 915 $218K New
IBB iShares Biotechnology ETF 0.06% 1,140 $217K New
IYW iShares Ustechnology ETF 0.06% 816 $206K New
MMM 3M Co. 0.05% 1,237 $200K New
SPGI S&P Global Inc. 0.05% 491 $200K No change

Portfolio Sells Q1 2026 → Q2 2026
IBDR iShares Ibonds Dec 2026 Term Reduce -57.5% 0.45% −0.70
IBDS Ishrs Ibnds Dec 27 Corp. ETF Reduce -44.0% 0.68% −0.65
IBDT iShares Ibonds Dec 2028 ETF Reduce -42.4% 0.70% −0.63
IBDU iShares Ibonds Dec 2029 Term Reduce -40.9% 0.68% −0.59
IBDV iShares Ibonds Dec 2030 Corp. Reduce -43.8% 0.52% −0.49
CGXU Cap Group Intl Focus Reduce -48.9% 0.49% −0.40
DGRO iShares Core Dividend Growth Reduce -13.1% 1.59% −0.26
CVX Chevron Corp. Reduce -4.1% 0.59% −0.25
VZ Verizon Communications Inc. Reduce -1.4% 0.76% −0.24
MSFT Microsoft Corp. Reduce -3.2% 1.88% −0.22
T AT&T Inc. Reduce -4.7% 0.36% −0.22
ABT Abbott Laboratories Reduce -10.8% 0.53% −0.20
HON Honeywell International Inc. Reduce -0.1% 0.12% −0.15
SPY SS SPDR S&P 500 ETF Trust-US Reduce -8.8% 3.12% −0.13
LOW Lowe's Cos Inc. Reduce -3.7% 0.61% −0.13
TMO Thermo Fisher Scientific Inc. Reduce -9.7% 0.66% −0.12
IBM Intl Business Machines Corp. Reduce -16.4% 0.84% −0.11
CRM Salesforce Inc. Reduce -0.7% 0.29% −0.09
NUE Nucor Corp. Sold out 0.00% −0.09
DUK Duke Energy Corp. Reduce -1.1% 0.57% −0.08
GILD Gilead Sciences Inc. Reduce -1.2% 0.36% −0.08
BLK BlackRock Inc. Reduce -23.2% 0.18% −0.08
RTX RTX Corp. Reduce -0.2% 0.65% −0.07
GIS General Mills Inc. Sold out 0.00% −0.07
JNJ Johnson & Johnson Reduce -0.0% 1.30% −0.07
NVS Novartis AG-Sponsored ADR Sold out 0.00% −0.06
PEP Pepsico Inc. Reduce -4.6% 0.19% −0.06
VEEV Veeva Systems Inc. Class A Reduce -33.0% 0.09% −0.06
DIS The Walt Disney Co. Reduce -21.4% 0.14% −0.05
SO The Southern Co. Reduce -0.6% 0.41% −0.04
IBDW iShares Ibonds Dec 2031 Corp. Reduce -6.3% 0.25% −0.04
JEPI JPMorgan Equity Premium Inco Reduce -25.3% 0.09% −0.04
TOTL SS Doubleline TR Tact ETF Reduce -33.9% 0.06% −0.04
BMY Bristol-Myers Squibb Co. Reduce -1.7% 0.21% −0.04
VICI Vici Properties Inc. Reduce -17.0% 0.10% −0.03
PEG Public Service Enterprise GP Reduce -5.8% 0.21% −0.03
SBUX Starbucks Corp. Reduce -25.7% 0.10% −0.03
USMV iShares MSCI USA Min Vol Fac Reduce -11.6% 0.15% −0.03
APD Air Products & Chemicals Inc. Reduce -11.9% 0.11% −0.03
MOAT Vaneck Morningstar Wide Moat Reduce -2.6% 0.60% −0.03
V Visa Inc. Class A Reduce -7.2% 0.55% −0.02
TJX TJX Companies Inc. Reduce -1.8% 0.11% −0.02
LMBS First Trust Low Duration Opp Reduce -7.6% 0.10% −0.02
ADP Automatic Data Processing Reduce -9.2% 0.18% −0.02
ENB Enbridge Inc. Reduce -0.6% 0.16% −0.02
MKC McCormick & Co.-Non VTG SHRS Reduce -13.3% 0.06% −0.02
VB Vanguard Most SM-Cap ETF-Usd Reduce -23.2% 0.06% −0.01
ORCL Oracle Corp. Reduce -0.1% 0.14% −0.01
STZ Constellation Brands Inc. Class A Reduce -1.7% 0.07% −0.01
FPE FT-Preferred Secur & Inc. ETF Reduce -7.7% 0.07% −0.01

Portfolio Buys Q1 2026 → Q2 2026
VIG Vanguard Dividend Apprec ETF New 0.78% +0.78
BRIE MFS BR Intl Equity ETF New 0.71% +0.71
ITOT iShares Core S&P Total U.S. Add +4.5% 5.62% +0.53
INTC Intel Corp. Add +0.5% 0.51% +0.33
QQQ Invesco QQQ Trust Series 1 Add +1.3% 1.98% +0.31
KRYS Krystal Biotech Inc. New 0.25% +0.25
UNH Unitedhealth Group Inc. New 0.19% +0.19
GOOGL Alphabet Inc. Class A Add +0.0% 1.41% +0.17
SPYM Ste STR SPDR PT S&P 500 ETF New 0.17% +0.17
CGGR Cap Group Growth Equity Add +209.5% 0.22% +0.15
IBDX iShares Ibonds Dec 2032 TC New 0.15% +0.15
FMDE Fidelity Enhanced Mid Cap Co. Add +12.0% 0.86% +0.12
IVV iShares Core S&P 500 ETF Add +2.3% 1.49% +0.10
SPTM SS SPDR P S&P 1500 Comp ETF New 0.10% +0.10
IVW iShares S&P 500 Growth ETF Add +4.2% 0.74% +0.10
AMZN Amazon.com Inc. Add +1.6% 1.56% +0.10
SOXX iShares Semiconductor ETF New 0.10% +0.10
AVGO Broadcom Inc. Add +17.1% 0.36% +0.09
CRWD CrowdStrike Holdings Inc. Class A New 0.07% +0.07
JHSC John Hancock Multi Small Cap Add +6.2% 0.80% +0.07
MTD Mettler-Toledo International New 0.07% +0.07
AMD Advanced Micro Devices New 0.07% +0.07
XBI SS SPDR S&P Biotech ETF New 0.07% +0.07
IVE iShares S&P 500 Value ETF Add +28.8% 0.28% +0.06
CSX CSX Corp. New 0.06% +0.06
ALL Allstate Corp. New 0.06% +0.06
IBB iShares Biotechnology ETF New 0.06% +0.06
CGNG Cap Group New Geography Eq Add +3.6% 0.50% +0.06
IYW iShares Ustechnology ETF New 0.06% +0.06
MMM 3M Co. New 0.05% +0.05
GE General Electric Add +4.3% 0.23% +0.05
VUG Vanguard Mrngstar GR ETF-Sui Add +1.2% 0.40% +0.04
JPM JPMorgan Chase & Co. Add +0.4% 1.52% +0.03
HD Home Depot Inc. Add +31.1% 0.14% +0.03
BNY Bank of New York Mellon Corp. Add +0.4% 0.28% +0.03
WELL Welltower Inc. Add +0.4% 0.55% +0.03
ISRG Intuitive Surgical Inc. Add +45.5% 0.22% +0.03
EMR Emerson Electric Co. Add +2.1% 1.15% +0.02
KMB Kimberly-Clark Corp. Add +9.0% 0.18% +0.02
META Meta Platforms Inc. Class A Add +19.4% 0.30% +0.02
IJH iShares Core S&P Midcap ETF Add +3.5% 0.22% +0.02
VOO Vanguard S&P 500 ETF Add +0.1% 0.29% +0.01
BKNG Booking Holdings Inc. Add +7.6% 0.33% +0.01
MTB M & T Bank Corp. Add +1.0% 0.15% +0.01
IJT iShares S&P Small-Cap 600 GR Add +0.1% 0.07% +0.01
NBTB N B T Bancorp Inc. Add +0.1% 0.10% +0.01
AEP American Electric Power Add +8.2% 0.18% +0.01
BAC Bank of America Corp. Add +0.1% 0.07% +0.01
NOW ServiceNow Inc. Add +21.2% 0.08% +0.00
AXP American Express Co. Add +0.1% 0.15% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 189$371.7MAAPL, ITOT, NVDA, SPY, TMP
Q1 2026 174$340.4MAAPL, NVDA, ITOT, SPY, TMP
Q4 2025 182$345.0MAAPL, NVDA, ITOT, SPY, MSFT
Q3 2025 177$335.0MAAPL, NVDA, ITOT, SPY, MSFT
Q2 2025 178$305.7MAAPL, NVDA, ITOT, SPY, MSFT
Q1 2025 165$284.4MAAPL, NVDA, ITOT, SPY, BRK.A
Q4 2024 167$286.4MAAPL, NVDA, ITOT, SPY, TMP
Q3 2024 175$288.0MAAPL, NVDA, ITOT, SPY, MSFT
Q2 2024Amended 166$263.0MAAPL, NVDA, SPY, ITOT, MSFT
Q1 2024 168$252.1MAAPL, SPY, NVDA, ITOT, MSFT