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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
FTEC icon
126
Fidelity MSCI Information Technology Index ETF
FTEC
$21.1B
$418K 0.12%
2,007
-8
-0.4% -$1.76K
ANET icon
127
Arista Networks
ANET
$242B
$406K 0.12%
3,306
+1,534
+87% +$205K
LMBS icon
128
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.38B
$405K 0.12%
8,130
-8,245
-50% -$413K
PLTR icon
129
Palantir
PLTR
$421B
$387K 0.11%
2,645
+580
+28% +$88.7K
CBU icon
130
Community Bank
CBU
$3.37B
$374K 0.11%
6,384
-450
-7% -$27.5K
HD icon
131
Home Depot
HD
$350B
$370K 0.11%
1,124
– –
GEV icon
132
GE Vernova
GEV
$264B
$365K 0.11%
418
– –
TMFC icon
133
Motley Fool 100 Index ETF
TMFC
$2.12B
$361K 0.11%
5,478
+705
+15% +$49K
NFLX icon
134
Netflix
NFLX
$318B
$361K 0.11%
3,756
-99
-3% -$8.72K
TOTL icon
135
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.99B
$351K 0.1%
8,829
-791
-8% -$31.8K
HSY icon
136
Hershey
HSY
$36.7B
$340K 0.1%
1,635
– –
MA icon
137
Mastercard
MA
$493B
$325K 0.1%
650
+31
+5% +$16.3K
GD icon
138
General Dynamics
GD
$107B
$323K 0.09%
940
– –
NBTB icon
139
NBT Bancorp
NBTB
$2.73B
$321K 0.09%
7,542
+12
+0.2% +$520
IEFA icon
140
iShares Core MSCI EAFE ETF
IEFA
$195B
$318K 0.09%
3,515
-101
-3% -$9.43K
BWA icon
141
BorgWarner
BWA
$14.1B
$308K 0.09%
5,672
-128
-2% -$6.75K
NUE icon
142
Nucor
NUE
$62.5B
$307K 0.09%
+1,818
New +$317K
SYY icon
143
Sysco
SYY
$40.1B
$306K 0.09%
4,294
– –
COP icon
144
ConocoPhillips
COP
$148B
$303K 0.09%
2,292
– –
MO icon
145
Altria Group
MO
$109B
$296K 0.09%
4,483
– –
FPE icon
146
First Trust Preferred Securities and Income ETF
FPE
$6.34B
$291K 0.09%
16,380
-4,267
-21% -$77.7K
LIN icon
147
Linde
LIN
$227B
$285K 0.08%
575
-181
-24% -$85.4K
NOBL icon
148
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$281K 0.08%
5,308
– –
FDX icon
149
FedEx
FDX
$76.9B
$277K 0.08%
779
+1
+0.1% +$347
STZ icon
150
Constellation Brands
STZ
$22.8B
$277K 0.08%
1,847
-90
-5% -$13.9K
4 5
6
7 8

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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.