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CPIA

Cornell Pochily Investment Advisors Portfolio holdings

AUM $372M
1-Year Est. Return 29.32%
This Fund
S&P 500
This Quarter Est. Return
+7.1%
1 Year Est. Return
+29.32%
3 Year Est. Return
+83.73%
5 Year Est. Return
+107.47%
10 Year Est. Return
–
AUM
$306M
AUM Growth
+$21.3M
Cap. Flow
+$6.67M
Cap. Flow %
2.18%
Top 10 Hldgs %
34.09%
Holding
182
New
17
Increased
90
Reduced
59
Closed
4

Top Buys

Rank Stock Value
1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1M
2
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$675K
3
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$621K
4
ABT icon
Abbott
ABT
+$459K
5
KVUE icon
Kenvue
KVUE
+$446K

Top Sells

Rank Stock Value
1
ZBH icon
Zimmer Biomet
ZBH
+$418K
2
STZ icon
Constellation Brands
STZ
+$396K
3
K
Kellanova
K
+$281K
4
APD icon
Air Products & Chemicals
APD
+$281K
5
TMO icon
Thermo Fisher Scientific
TMO
+$280K

Sector Composition

Rank Sector Weight
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
DIS icon
76
Walt Disney
DIS
$181B
$944K 0.31%
7,609
+872
+13% +$90.6K
APD icon
77
Air Products & Chemicals
APD
$67.6B
$885K 0.29%
3,139
-1,026
-25% -$281K
PEG icon
78
Public Service Enterprise Group
PEG
$37.7B
$869K 0.28%
10,329
+23
+0.2% +$1.85K
VEEV icon
79
Veeva Systems
VEEV
$37.4B
$866K 0.28%
3,008
-529
-15% -$131K
HON icon
80
Honeywell
HON
$78B
$858K 0.28%
3,908
-111
-3% -$22.5K
JHSC icon
81
John Hancock Multifactor Small Cap ETF
JHSC
$741M
$857K 0.28%
21,943
-2,790
-11% -$103K
MRK icon
82
Merck
MRK
$318B
$845K 0.28%
10,669
+698
+7% +$55.5K
XLK icon
83
State Street Technology Select Sector SPDR ETF
XLK
$123B
$827K 0.27%
6,530
+30
+0.5% +$3.33K
LH icon
84
Labcorp
LH
$25.9B
$823K 0.27%
3,136
+100
+3% +$24.4K
GLW icon
85
Corning
GLW
$143B
$809K 0.26%
15,390
+3,653
+31% +$171K
AVUV icon
86
Avantis US Small Cap Value ETF
AVUV
$30.8B
$790K 0.26%
8,672
-732
-8% -$63.1K
VOO icon
87
Vanguard S&P 500 ETF
VOO
$1.03T
$784K 0.26%
1,380
-170
-11% -$89.3K
GIS icon
88
General Mills
GIS
$19.7B
$771K 0.25%
14,884
-1,705
-10% -$94.1K
AVGO icon
89
Broadcom
AVGO
$2.04T
$760K 0.25%
2,758
+751
+37% +$163K
CL icon
90
Colgate-Palmolive
CL
$74.4B
$749K 0.25%
8,240
-514
-6% -$46.9K
KMB icon
91
Kimberly-Clark
KMB
$36.5B
$747K 0.24%
5,798
-54
-0.9% -$7.32K
OKE icon
92
Oneok
OKE
$54.5B
$731K 0.24%
8,953
+1,915
+27% +$160K
ISRG icon
93
Intuitive Surgical
ISRG
$134B
$722K 0.24%
1,329
+140
+12% +$73.2K
IWF icon
94
iShares Russell 1000 Growth ETF
IWF
$128B
$722K 0.24%
6,800
+20
+0.3% +$1.91K
PFE icon
95
Pfizer
PFE
$153B
$718K 0.24%
29,639
-78
-0.3% -$1.82K
ORCL icon
96
Oracle
ORCL
$423B
$716K 0.23%
3,275
– –
BMY icon
97
Bristol-Myers Squibb
BMY
$132B
$710K 0.23%
15,336
+150
+1% +$7.36K
PEP icon
98
PepsiCo
PEP
$190B
$700K 0.23%
5,304
-1,104
-17% -$149K
KVUE icon
99
Kenvue
KVUE
$36.9B
$694K 0.23%
33,173
+19,609
+145% +$446K
ED icon
100
Consolidated Edison
ED
$39.9B
$676K 0.22%
6,739
-55
-0.8% -$5.82K
2 3
4
5 6

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Cornell Pochily Investment Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Cornell Pochily Investment Advisors held 182 positions worth $306M, up 7.5% from $284M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Cornell Pochily Investment Advisors's Q2 2025 filing shows 17 new, 90 increased, 59 reduced and 4 closed positions. Its largest new stake was AstraZeneca: 1,928 shares worth $269K. The largest sale was Zimmer Biomet, an estimated $418K.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 21% a quarter earlier, followed by Financials and Healthcare.

  • Cornell Pochily Investment Advisors's largest Q2 2025 buy was AstraZeneca: 1,928 shares worth $269K.
  • Cornell Pochily Investment Advisors added most to iShares Core S&P Total US Stock Market ETF in Q2 2025, an estimated $1M increase.
  • Cornell Pochily Investment Advisors's biggest Q2 2025 reduction was Constellation Brands, cutting an estimated $396K.
  • Cornell Pochily Investment Advisors fully exited Zimmer Biomet in Q2 2025, selling an estimated $418K.
  • Cornell Pochily Investment Advisors's ten largest holdings make up 34% of its $306M portfolio in Q2 2025.
  • Cornell Pochily Investment Advisors opened 17 new positions and closed 4 in Q2 2025.
  • Cornell Pochily Investment Advisors's portfolio value rose 7.5% quarter-over-quarter to $306M.

Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.