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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
MO icon
151
Altria Group
MO
$114B
$257K 0.08%
4,383
– –
TMFC icon
152
Motley Fool 100 Index ETF
TMFC
$2.12B
$251K 0.08%
3,887
+216
+6% +$12.7K
IWN icon
153
iShares Russell 2000 Value ETF
IWN
$14.6B
$247K 0.08%
1,566
+217
+16% +$32.3K
GJUN icon
154
FT Vest US Equity Moderate Buffer ETF June
GJUN
$535M
$243K 0.08%
6,450
– –
BAC icon
155
Bank of America
BAC
$442B
$242K 0.08%
+5,115
New +$215K
NUE icon
156
Nucor
NUE
$62.1B
$235K 0.08%
+1,817
New +$212K
COP icon
157
ConocoPhillips
COP
$141B
$229K 0.08%
2,554
-162
-6% -$14.6K
IJT icon
158
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.41B
$225K 0.07%
1,688
+2
+0.1% +$251
GJAN icon
159
FT Vest US Equity Moderate Buffer ETF January
GJAN
$439M
$222K 0.07%
5,555
– –
CRWD icon
160
CrowdStrike
CRWD
$218B
$221K 0.07%
+1,732
New +$188K
ANET icon
161
Arista Networks
ANET
$238B
$220K 0.07%
+2,152
New +$186K
BWA icon
162
BorgWarner
BWA
$13.9B
$219K 0.07%
6,540
-1,557
-19% -$47.7K
FHLC icon
163
Fidelity MSCI Health Care Index ETF
FHLC
$3.37B
$217K 0.07%
3,391
+10
+0.3% +$637
ETN icon
164
Eaton
ETN
$174B
$216K 0.07%
+605
New +$186K
UPS icon
165
United Parcel Service
UPS
$88.9B
$211K 0.07%
2,094
-55
-3% -$5.41K
SCHW
166
Charles Schwab
SCHW
$187B
$209K 0.07%
+2,289
New +$192K
GEV icon
167
GE Vernova
GEV
$264B
$207K 0.07%
+392
New +$163K
AMAT icon
168
Applied Materials
AMAT
$428B
$207K 0.07%
+1,132
New +$179K
PLTR icon
169
Palantir
PLTR
$413B
$206K 0.07%
+1,510
New +$177K
IBMS
170
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$327M
$205K 0.07%
+8,000
New +$203K
IBMR icon
171
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$471M
$205K 0.07%
+8,120
New +$203K
IBMQ icon
172
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$662M
$204K 0.07%
+8,045
New +$203K
IBMP icon
173
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$658M
$204K 0.07%
+8,040
New +$203K
IBMO icon
174
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$569M
$203K 0.07%
+7,935
New +$202K
PRU icon
175
Prudential Financial
PRU
$41.8B
$201K 0.07%
1,872
+63
+3% +$6.53K
4 5 6
7
8

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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.