Cornell Pochily Investment Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tompkins Financial
TMP
|
+$5.08M |
| 2 |
Emerson Electric
EMR
|
+$1.48M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$1.32M |
| 4 |
DMB
BNY Mellon Municipal Bond Infrastructure Fund
DMB
|
+$1.24M |
| 5 |
AT&T
T
|
+$1.22M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Cisco
CSCO
|
+$1.58M |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
+$366K |
| 3 |
First Trust Preferred Securities and Income ETF
FPE
|
+$325K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$217K |
| 5 |
Enbridge
ENB
|
+$214K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.33% |
| 2 | Healthcare | 14.56% |
| 3 | Technology | 12.75% |
| 4 | Communication Services | 9.01% |
| 5 | Industrials | 7.13% |
Similar funds
Cornell Pochily Investment Advisors's Q4 2018 Portfolio in Review
As of Q4 2018, Cornell Pochily Investment Advisors held 139 positions worth $155M, up 4.6% from $148M the previous quarter. Its ten largest holdings account for 36% of the portfolio.
Cornell Pochily Investment Advisors deployed $23.2M of net new capital in Q4 2018, opening 12 new positions and adding to 85 existing holdings. Its largest new stake was BNY Mellon Municipal Bond Infrastructure Fund: 102,310 shares worth $1.21M.
By sector, the portfolio is most concentrated in Financials at 16% of assets, up from 13% a quarter earlier, followed by Healthcare and Technology.
On the sell side, the largest reduction was First Trust Preferred Securities and Income ETF, an estimated $325K trimmed.
- Cornell Pochily Investment Advisors's largest Q4 2018 buy was BNY Mellon Municipal Bond Infrastructure Fund: 102,310 shares worth $1.21M.
- Cornell Pochily Investment Advisors added most to Tompkins Financial in Q4 2018, an estimated $5.08M increase.
- Cornell Pochily Investment Advisors's biggest Q4 2018 reduction was First Trust Preferred Securities and Income ETF, cutting an estimated $325K.
- Cornell Pochily Investment Advisors fully exited Cisco in Q4 2018, selling an estimated $1.58M.
- Cornell Pochily Investment Advisors's ten largest holdings make up 36% of its $155M portfolio in Q4 2018.
- Cornell Pochily Investment Advisors opened 12 new positions and closed 7 in Q4 2018.
- Cornell Pochily Investment Advisors's portfolio value rose 4.6% quarter-over-quarter to $155M.
Based on Cornell Pochily Investment Advisors's 13F filing for Q4 2018, filed 6 Feb 2019.