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
MCD icon
51
McDonald's
MCD
$214B
$1.83M 0.6%
6,248
+254
DVY icon
52
iShares Select Dividend ETF
DVY
$20.3B
$1.82M 0.6%
13,718
+122
DE icon
53
Deere & Co
DE
$127B
$1.78M 0.58%
3,499
+1
IJH icon
54
iShares Core S&P Mid-Cap ETF
IJH
$98.9B
$1.6M 0.52%
25,810
-2,500
QCOM icon
55
Qualcomm
QCOM
$186B
$1.57M 0.51%
9,872
-1,373
BKNG icon
56
Booking.com
BKNG
$161B
$1.53M 0.5%
264
-9
SO icon
57
Southern Company
SO
$102B
$1.52M 0.5%
16,501
-801
LMT icon
58
Lockheed Martin
LMT
$112B
$1.51M 0.49%
3,266
+377
WELL icon
59
Welltower
WELL
$127B
$1.46M 0.48%
9,529
-590
KO icon
60
Coca-Cola
KO
$295B
$1.46M 0.48%
20,617
+3,305
LMBS icon
61
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.4B
$1.4M 0.46%
28,364
-290
UNP icon
62
Union Pacific
UNP
$131B
$1.35M 0.44%
5,872
-33
WCC icon
63
WESCO International
WCC
$12.3B
$1.33M 0.43%
7,179
-1,496
TSLA icon
64
Tesla
TSLA
$1.48T
$1.31M 0.43%
4,132
+135
GILD icon
65
Gilead Sciences
GILD
$153B
$1.31M 0.43%
11,812
+2,349
WEC icon
66
WEC Energy
WEC
$36.4B
$1.3M 0.43%
12,493
+511
LLY icon
67
Eli Lilly
LLY
$812B
$1.23M 0.4%
1,583
+14
VUG icon
68
Vanguard Growth ETF
VUG
$201B
$1.22M 0.4%
2,780
-26
META icon
69
Meta Platforms (Facebook)
META
$1.58T
$1.19M 0.39%
1,607
+129
HDV icon
70
iShares Core High Dividend ETF
HDV
$11.3B
$1.15M 0.37%
9,777
+265
ADP icon
71
Automatic Data Processing
ADP
$105B
$1.09M 0.36%
3,525
+21
NOC icon
72
Northrop Grumman
NOC
$82.4B
$1.08M 0.35%
2,151
+49
AMT icon
73
American Tower
AMT
$84.4B
$1.03M 0.34%
4,680
-157
NEE icon
74
NextEra Energy
NEE
$170B
$1.01M 0.33%
14,558
+1,243
BLK icon
75
Blackrock
BLK
$164B
$948K 0.31%
903
-53
1 2
3
4 5