CPIA

Cornell Pochily Investment Advisors Portfolio holdings

AUM $335M
1-Year Est. Return 18.43%
This Quarter Est. Return
1 Year Est. Return
+18.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$681K
3
+$628K
4
ABT icon
Abbott
ABT
+$474K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$437K

Top Sells

1
+$418K
2
+$359K
3
+$292K
4
APD icon
Air Products & Chemicals
APD
+$289K
5
WCC icon
WESCO International
WCC
+$277K

Sector Composition

1 Technology 22.15%
2 Financials 11.39%
3 Healthcare 7.59%
4 Industrials 6.54%
5 Communication Services 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
26
Johnson & Johnson
JNJ
$450B
$2.94M 0.96%
19,278
-424
PANW icon
27
Palo Alto Networks
PANW
$145B
$2.94M 0.96%
14,370
+747
IJR icon
28
iShares Core S&P Small-Cap ETF
IJR
$84.1B
$2.84M 0.93%
25,959
-584
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$3.35T
$2.72M 0.89%
15,426
+456
VZ icon
30
Verizon
VZ
$166B
$2.64M 0.86%
60,909
+2,133
IBDS icon
31
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.36B
$2.53M 0.83%
104,396
+15,527
PAYX icon
32
Paychex
PAYX
$41.4B
$2.49M 0.82%
17,146
+1,123
IBDT icon
33
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.12B
$2.49M 0.81%
97,869
+26,788
VIG icon
34
Vanguard Dividend Appreciation ETF
VIG
$97.7B
$2.45M 0.8%
11,962
-276
LOW icon
35
Lowe's Companies
LOW
$133B
$2.44M 0.8%
10,988
+146
TMO icon
36
Thermo Fisher Scientific
TMO
$212B
$2.32M 0.76%
5,715
-670
MOAT icon
37
VanEck Morningstar Wide Moat ETF
MOAT
$15.4B
$2.32M 0.76%
24,702
-850
IBDU icon
38
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.93B
$2.18M 0.71%
93,308
+26,906
AMGN icon
39
Amgen
AMGN
$160B
$2.12M 0.7%
7,610
-31
IBDQ icon
40
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.8B
$2.12M 0.69%
84,311
+1,436
V icon
41
Visa
V
$658B
$2.1M 0.69%
5,919
-720
T icon
42
AT&T
T
$173B
$2.06M 0.67%
71,260
-362
DUK icon
43
Duke Energy
DUK
$96.3B
$2.05M 0.67%
17,407
-31
VTI icon
44
Vanguard Total Stock Market ETF
VTI
$550B
$2.04M 0.67%
6,707
+164
IVW icon
45
iShares S&P 500 Growth ETF
IVW
$67.4B
$2.04M 0.67%
18,505
+3
CVX icon
46
Chevron
CVX
$307B
$1.98M 0.65%
13,830
+236
RTX icon
47
RTX Corp
RTX
$235B
$1.92M 0.63%
13,162
-1,020
CSCO icon
48
Cisco
CSCO
$285B
$1.9M 0.62%
27,449
+1,515
CRM icon
49
Salesforce
CRM
$242B
$1.85M 0.6%
6,778
+564
CGXU icon
50
Capital Group International Focus Equity ETF
CGXU
$4.22B
$1.84M 0.6%
67,843
+1,862
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