Cornell Pochily Investment Advisors, Inc. Portfolio Holdings

Cornell Pochily Investment Advisors, Inc.

  • $284 Million
  • Q4 2024

Cornell Pochily Investment Advisors, Inc. has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $284 Million distributed in 167 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $26.5M, Nvidia Corp with a value of $13.5M, Ishares Core S&P Total U.S. St with a value of $11M, Spdr S&P 500 ETF Trust with a value of $10.1M, and Tompkins Financial Corp with a value of $8.32M.

Examining the 13F form we can see an decrease of $2.05M in the current position value, from $286M to 284M.

Below you can find more details about Cornell Pochily Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $284 Million
ETFs: $81.8 Million
Technology: $61.9 Million
Financial Services: $32 Million
Healthcare: $22.2 Million
Industrials: $22.1 Million
Consumer Defensive: $15.6 Million
Communication Services: $14.2 Million
Consumer Cyclical: $13.1 Million
Other: $20.8 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.4B
$1.72 Million 0.61% of portfolio
9,517
Q4 2024 Reduced 1.37%
$3.52B
$421,000 0.15% of portfolio
6,834
Q2 2021 Reduced 4.54%
$7.47B
$413,000 0.15% of portfolio
13,017
Q4 2024 Reduced 21.93%
$2.04B
$321,000 0.11% of portfolio
6,738
Q4 2024 Added 0.12%
$4.2B
$206,000 0.07% of portfolio
7,825
Q4 2024 New
$7.75B
$205,000 0.07% of portfolio
1,075
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $284 Million
  • Prior Value $286 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 80 stocks
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