Cornell Pochily Investment Advisors, Inc.
Long book
$340.4M
Q1 2026
Positions
174
Top-10 weight
34%
concentration
Last quarter
+11.8%
SPY +14.8%
Turnover
12%
of book per quarter
Strategy in plain words
auto-generated from filingsCornell Pochily Investment Advisors, Inc. is an institutional manager, running a $340.4M US long book across 174 positions.
The portfolio is moderately concentrated (top 10 ≈ 34% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: APPLE INC, NVIDIA CORP, ISHARES CORE S&P TOTAL U.S., SS SPDR S&P 500 ETF TRUST-US, TOMPKINS FINANCIAL CORP.
Over the last 9 quarters its long book ran on average 0.2pp per quarter behind the S&P 500, beating the index in 5 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.6%
Q2 2024
+7.6%
Q3 2024
+1.4%
Q4 2024
-1.5%
Q1 2025
+5.4%
Q2 2025
+8.5%
Q3 2025
+2.9%
Q4 2025
-1.1%
Q1 2026
+11.8%
Sector allocation
Technology 36%
Financials 14%
Industrials 12%
Healthcare 10%
Consumer discretionary 7%
Energy 5%
Utilities 5%
Other 4%
Long book by quarter
What does Cornell Pochily own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 101.6K | $25.8M | 7.6% | -2.7% |
| NVDA NVIDIA CORP | Technology | 100.4K | $17.5M | 5.1% | -0.9% |
| TMP TOMPKINS FINANCIAL CORP | Financials | 121.8K | $9.6M | 2.8% | -0.9% |
| XOM EXXON MOBIL CORP | Energy | 47.2K | $8.0M | 2.4% | -3.6% |
| GOOG ALPHABET INC-CL C | Technology | 27.5K | $7.9M | 2.3% | -1.0% |
| MSFT MICROSOFT CORP | Technology | 19.4K | $7.2M | 2.1% | +2.6% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 9 | $6.5M | 1.9% | -25.0% |
| CAT CATERPILLAR INC | Industrials | 8.2K | $5.8M | 1.7% | -0.7% |
| ABBV ABBVIE INC | Healthcare | 25.2K | $5.5M | 1.6% | -5.0% |
| JPM JPMORGAN CHASE & CO | Financials | 17.2K | $5.1M | 1.5% | +1.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 24.0K | $5.0M | 1.5% | +5.4% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 10.3K | $4.9M | 1.4% | -7.2% |
| JNJ JOHNSON & JOHNSON | Healthcare | 19.0K | $4.6M | 1.4% | -7.2% |
| PG PROCTER & GAMBLE CO/THE | Other | 31.8K | $4.6M | 1.4% | +3.8% |
| GOOGL ALPHABET INC-CL A | Technology | 14.7K | $4.2M | 1.2% | -1.4% |
| EMR EMERSON ELECTRIC CO | Industrials | 29.2K | $3.8M | 1.1% | -0.3% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 67.5K | $3.4M | 1.0% | +3.7% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 13.2K | $3.2M | 0.9% | +2.3% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 3.0K | $3.0M | 0.9% | +2.7% |
| CVX CHEVRON CORP | Energy | 13.9K | $2.9M | 0.8% | -3.7% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 5.4K | $2.7M | 0.8% | -0.8% |
| LOW LOWE'S COS INC | Consumer discretionary | 10.8K | $2.5M | 0.7% | +0.9% |
| ABT ABBOTT LABORATORIES | Healthcare | 24.3K | $2.5M | 0.7% | -3.1% |
| AMGN AMGEN INC | Healthcare | 7.0K | $2.5M | 0.7% | 0.0% |
| RTX RTX CORP | Industrials | 12.7K | $2.5M | 0.7% | -0.1% |
| PANW PALO ALTO NETWORKS INC | Technology | 14.0K | $2.2M | 0.7% | +2.0% |
| DUK DUKE ENERGY CORP | Utilities | 16.9K | $2.2M | 0.7% | -2.1% |
| CSCO CISCO SYSTEMS INC | Technology | 28.3K | $2.2M | 0.6% | -1.1% |
| GLW CORNING INC | Industrials | 15.1K | $2.1M | 0.6% | +10.7% |
| DE DEERE & CO | Industrials | 3.6K | $2.0M | 0.6% | +0.6% |
| MCD MCDONALD'S CORP | Consumer discretionary | 6.5K | $2.0M | 0.6% | +0.2% |
| T AT&T INC | Communications | 68.5K | $2.0M | 0.6% | -2.6% |
| V VISA INC-CLASS A SHARES | Services media | 6.4K | $1.9M | 0.6% | +6.8% |
| LMT LOCKHEED MARTIN CORP | Industrials | 3.2K | $1.9M | 0.6% | -3.2% |
| WCC WESCO INTERNATIONAL INC | Consumer discretionary | 6.3K | $1.7M | 0.5% | -3.0% |
| KO COCA-COLA CO/THE | Consumer staples | 22.1K | $1.7M | 0.5% | -2.1% |
| LLY ELI LILLY & CO | Healthcare | 1.8K | $1.6M | 0.5% | +9.4% |
| SO SOUTHERN CO/THE | Utilities | 16.1K | $1.6M | 0.5% | -1.4% |
| TSLA TESLA INC | Industrials | 4.2K | $1.5M | 0.5% | Held |
| GILD GILEAD SCIENCES INC | Healthcare | 10.9K | $1.5M | 0.4% | -2.9% |
| NOC NORTHROP GRUMMAN CORP | Technology | 2.1K | $1.5M | 0.4% | +1.5% |
| UNP UNION PACIFIC CORP | Industrials | 5.9K | $1.4M | 0.4% | Held |
| WEC WEC ENERGY GROUP INC | Utilities | 12.1K | $1.4M | 0.4% | +0.6% |
| CRM SALESFORCE INC | Technology | 7.0K | $1.3M | 0.4% | +0.3% |
| NEE NEXTERA ENERGY INC | Utilities | 13.0K | $1.2M | 0.4% | -3.4% |
| PAYX PAYCHEX INC | Services media | 13.1K | $1.2M | 0.4% | -14.1% |
| QCOM QUALCOMM INC | Technology | 9.2K | $1.2M | 0.3% | -1.0% |
| BKNG BOOKING HOLDINGS INC | Industrials | 255 | $1.1M | 0.3% | -1.9% |
| MRK MERCK & CO. INC. | Healthcare | 8.0K | $964K | 0.3% | -0.1% |
| AVGO BROADCOM INC | Technology | 3.1K | $945K | 0.3% | +14.1% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 17, 2026 | 174 | $340.4M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 20, 2026 | 182 | $345.0M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 27, 2025 | 177 | $335.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 21, 2025 | 178 | $305.7M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 17, 2025 | 165 | $284.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 22, 2025 | 167 | $286.4M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 15, 2024 | 175 | $288.0M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR/ARESTATEMENT | Jul 17, 2024 | 166 | $263.0M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 17, 2024 | 167 | $263.0M | SEC ↗ | |
| Q1 2024 | 13F-HR | Apr 23, 2024 | 168 | $252.1M | canonical | SEC ↗ |
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