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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
+0.28%
1 Year Est. Return
+29.32%
3 Year Est. Return
+83.73%
5 Year Est. Return
+107.47%
10 Year Est. Return
–
AUM
$340M
AUM Growth
-$4.56M
Cap. Flow
+$264K
Cap. Flow %
0.08%
Top 10 Hldgs %
34.41%
Holding
189
New
7
Increased
76
Reduced
67
Closed
15

Top Buys

Rank Stock Value
1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.86M
2
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$1.67M
3
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$1M
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$930K
5
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$791K

Top Sells

Rank Stock Value
1
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.73M
2
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.21M
3
AAPL icon
Apple
AAPL
+$736K
4
ADBE icon
Adobe
ADBE
+$414K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$413K

Sector Composition

Rank Sector Weight
1 Technology 20%
2 Financials 9.83%
3 Healthcare 7.56%
4 Industrials 7.46%
5 Communication Services 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ISRG icon
101
Intuitive Surgical
ISRG
$139B
$645K 0.19%
1,399
+20
+1% +$10.1K
NSC icon
102
Norfolk Southern
NSC
$75B
$644K 0.19%
2,244
– –
GE icon
103
GE Aerospace
GE
$380B
$633K 0.19%
2,231
+410
+23% +$129K
TRV icon
104
Travelers Companies
TRV
$78.3B
$628K 0.18%
2,152
+21
+1% +$6.15K
ENB icon
105
Enbridge
ENB
$112B
$612K 0.18%
11,310
+9
+0.1% +$458
USMV icon
106
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$599K 0.18%
6,457
+11
+0.2% +$1.04K
INTC icon
107
Intel
INTC
$492B
$591K 0.17%
13,397
– –
AEP icon
108
American Electric Power
AEP
$66.9B
$586K 0.17%
4,468
-352
-7% -$44K
KMB icon
109
Kimberly-Clark
KMB
$35.9B
$553K 0.16%
5,728
– –
EPD icon
110
Enterprise Products Partners
EPD
$82.2B
$539K 0.16%
14,244
+17
+0.1% +$602
GLD icon
111
SPDR Gold Trust
GLD
$143B
$528K 0.16%
1,226
– –
ORCL icon
112
Oracle
ORCL
$435B
$516K 0.15%
3,505
+100
+3% +$16.3K
IEMG icon
113
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$505K 0.15%
7,245
+99
+1% +$7.14K
FE icon
114
FirstEnergy
FE
$27.1B
$501K 0.15%
9,894
-157
-2% -$7.62K
VEEV icon
115
Veeva Systems
VEEV
$38.1B
$497K 0.15%
2,828
+143
+5% +$28.1K
AXP icon
116
American Express
AXP
$229B
$489K 0.14%
1,616
+2
+0.1% +$671
APD icon
117
Air Products & Chemicals
APD
$68.6B
$475K 0.14%
1,635
-149
-8% -$41.1K
MTB icon
118
M&T Bank
MTB
$36.3B
$473K 0.14%
2,287
+12
+0.5% +$2.58K
SBUX icon
119
Starbucks
SBUX
$119B
$458K 0.13%
5,111
-423
-8% -$40K
JEPI icon
120
JPMorgan Equity Premium Income ETF
JEPI
$46B
$452K 0.13%
7,973
-130
-2% -$7.56K
VICI icon
121
VICI Properties
VICI
$28.7B
$448K 0.13%
16,397
+97
+0.6% +$2.78K
IWN icon
122
iShares Russell 2000 Value ETF
IWN
$14.5B
$447K 0.13%
2,359
+1
+0% +$194
TJX icon
123
TJX Companies
TJX
$175B
$447K 0.13%
2,796
+1
+0% +$156
WMT icon
124
Walmart Inc
WMT
$897B
$446K 0.13%
3,589
-44
-1% -$5.4K
USB icon
125
US Bancorp
USB
$100B
$423K 0.12%
8,127
– –
3 4
5
6 7

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Cornell Pochily Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Cornell Pochily Investment Advisors held 189 positions worth $340M, down 1.3% from $345M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Cornell Pochily Investment Advisors's Q1 2026 filing shows 7 new, 76 increased, 67 reduced and 15 closed positions. Its largest new stake was iShares iBonds Dec 2031 Term Corporate ETF: 47,354 shares worth $991K. The largest sale was Vanguard Dividend Appreciation ETF, an estimated $2.73M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 22% a quarter earlier, followed by Financials and Healthcare.

  • Cornell Pochily Investment Advisors's largest Q1 2026 buy was iShares iBonds Dec 2031 Term Corporate ETF: 47,354 shares worth $991K.
  • Cornell Pochily Investment Advisors added most to iShares Core S&P Total US Stock Market ETF in Q1 2026, an estimated $1.86M increase.
  • Cornell Pochily Investment Advisors's biggest Q1 2026 reduction was Berkshire Hathaway Class A, cutting an estimated $2.21M.
  • Cornell Pochily Investment Advisors fully exited Vanguard Dividend Appreciation ETF in Q1 2026, selling an estimated $2.73M.
  • Cornell Pochily Investment Advisors's ten largest holdings make up 34% of its $340M portfolio in Q1 2026.
  • Cornell Pochily Investment Advisors opened 7 new positions and closed 15 in Q1 2026.
  • Cornell Pochily Investment Advisors's portfolio value fell 1.3% quarter-over-quarter to $340M.

Based on Cornell Pochily Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.