Cornell-Pochily-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "KTOS",
  null,
  null,
  null,
  null,
  null,
  null,
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  null,
  null,
  "DUK",
  null,
  null,
  "GD",
  "GILD",
  "GIS",
  "HON",
  "HD",
  null,
  "MCD",
  "FE",
  "UNP",
  "QCOM",
  "ISRG",
  "EMR",
  "BKNG",
  "META",
  "IVW",
  "IJH",
  "OXLC",
  "LHX",
  "MA",
  "MSFT",
  null,
  "GE",
  null,
  null,
  "IJR",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  "PAYX",
  null,
  "IWF",
  "PANW",
  "PEP",
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "ENB",
  "INTC",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MKC",
  "AMGN",
  "KVUE",
  "IEFA",
  "SPGI",
  "NOW",
  "RTX",
  "GLD",
  "AMT",
  "IBM",
  "SBUX",
  "TXN",
  "TMO",
  "TJX",
  "TRV",
  "UPS",
  "NBTB",
  "VIG",
  null,
  "TMP",
  "IWN",
  "VYM",
  "K",
  "FI",
  "WEC",
  "AEP",
  "PEG",
  "AMZN",
  null,
  null,
  "IVE",
  null,
  null,
  null,
  "USB",
  "VUG",
  "VOO",
  "VEEV",
  "V",
  "VICI",
  "WMT",
  "WCC",
  "WELL",
  "IUSG",
  "MTB",
  "SCHD",
  "ET",
  "DVY",
  "NSC",
  null,
  "LH",
  "SO",
  "CRM",
  null,
  "SYY",
  "ZBH",
  "DGRO",
  null,
  "KMB",
  "ADP",
  "BK",
  "BRK-A",
  "BRK-B",
  "BWA",
  "BMY",
  "CVX",
  "CSCO",
  "KO",
  "CMCSA",
  "CL",
  "CBU",
  "COP",
  "STZ",
  "ED",
  "COST",
  "GLW",
  "DE",
  "IJT",
  "USMV",
  "NEE",
  "QQQ",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 165
Total Value: 284441198
Accession Number: 0001736260-25-000004
Form Type: 13F-HR
CIK: cornell-pochily-investment-advisors
Manager Name: Cornell-Pochily-Investment-Advisors

Data Enrichment

85% identified

141 identified24 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

165 positions • $284.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:6.4K

Value:$3.2M

% of Portfolio:1.1% ($3.2M/$284.4M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:29.0K

Value:$3.2M

% of Portfolio:1.1% ($3.2M/$284.4M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:11.6K

Value:$2.9M

% of Portfolio:1.0% ($2.9M/$284.4M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:3.0K

Value:$2.8M

% of Portfolio:1.0% ($2.8M/$284.4M)

ABBOTT LABORATORIES

ABT|002824100

Shares:21.1K

Value:$2.8M

% of Portfolio:1.0% ($2.8M/$284.4M)

CATERPILLAR INC

CAT|149123101

Shares:8.5K

Value:$2.8M

% of Portfolio:1.0% ($2.8M/$284.4M)

464287804

IJR|464287804

Shares:26.5K

Value:$2.8M

% of Portfolio:1.0% ($2.8M/$284.4M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:58.8K

Value:$2.7M

% of Portfolio:0.9% ($2.7M/$284.4M)

46435GAA0

Shares:105.8K

Value:$2.6M

% of Portfolio:0.9% ($2.6M/$284.4M)

LOWES COMPANIES INC

LOW|548661107

Shares:10.8K

Value:$2.5M

% of Portfolio:0.9% ($2.5M/$284.4M)

PAYCHEX INC

PAYX|704326107

Shares:16.0K

Value:$2.5M

% of Portfolio:0.9% ($2.5M/$284.4M)

AMGEN INC

AMGN|031162100

Shares:7.6K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$284.4M)

921908844

VIG|921908844

Shares:12.2K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$284.4M)

VISA INC.

V|92826C839

Shares:6.6K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$284.4M)

Palo Alto Networks Inc

PANW|697435105

Shares:13.6K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$284.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:15.0K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$284.4M)

CHEVRON CORP

CVX|166764100

Shares:13.6K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$284.4M)

92189F643

Shares:25.6K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$284.4M)

46435UAA9

Shares:88.9K

Value:$2.1M

% of Portfolio:0.8% ($2.1M/$284.4M)

Duke Energy CORP

DUK|26441C204

Shares:17.4K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$284.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	6.4K	QoQ +0.26% (-17) YoY -0.71% (-46)	All Managers (Combined)	$3.2M	1.1% ($3.2M/$284.4M)	QoQ -4.09% (-$135.6K) YoY -14.99% (-$560.6K)
EMERSON ELECTRIC CO(EMRcusip291011104)	29.0K	QoQ +1.58% (-453) YoY +4.88% (+1.3K)	All Managers (Combined)	$3.2M	1.1% ($3.2M/$284.4M)	QoQ -10.12% (-$358.0K) YoY +1.38% (+$43.4K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	11.6K	QoQ +4.10% (+457) YoY +7.33% (+792)	All Managers (Combined)	$2.9M	1.0% ($2.9M/$284.4M)	QoQ +17.75% (+$434.5K) YoY +39.76% (+$819.7K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	3.0K	QoQ -0.10% (-3) YoY -0.77% (-23)	All Managers (Combined)	$2.8M	1.0% ($2.8M/$284.4M)	QoQ +3.10% (-$84.3K) YoY +28.07% (-$614.2K)
ABBOTT LABORATORIES(ABTcusip002824100)	21.1K	QoQ -0.39% (-84) YoY +3.94% (+800)	All Managers (Combined)	$2.8M	1.0% ($2.8M/$284.4M)	QoQ +16.80% (-$402.2K) YoY +21.31% (+$491.0K)
CATERPILLAR INC(CATcusip149123101)	8.5K	QoQ +0.48% (-41) YoY -0.80% (-69)	All Managers (Combined)	$2.8M	1.0% ($2.8M/$284.4M)	QoQ -8.63% (-$263.7K) YoY -10.72% (-$335.2K)
(IJRcusip464287804)	26.5K	QoQ -0.76% (-205) YoY -6.37% (-1.8K)	All Managers (Combined)	$2.8M	1.0% ($2.8M/$284.4M)	QoQ -9.94% (-$306.4K) YoY -11.41% (-$357.6K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	58.8K	QoQ -0.89% (-533) YoY +7.17% (+3.9K)	All Managers (Combined)	$2.7M	0.9% ($2.7M/$284.4M)	QoQ +12.40% (-$294.3K) YoY +15.86% (+$365.0K)
(cusip46435GAA0)✕	105.8K	QoQ +44.13% (+32.4K) YoY +56.24% (+38.1K)	All Managers (Combined)	$2.6M	0.9% ($2.6M/$284.4M)	QoQ +44.96% (+$794.9K) YoY +58.59% (+$946.7K)
LOWES COMPANIES INC(LOWcusip548661107)	10.8K	QoQ -2.47% (-275) YoY -3.23% (-362)	All Managers (Combined)	$2.5M	0.9% ($2.5M/$284.4M)	QoQ -7.83% (-$214.9K) YoY -11.39% (-$325.3K)
PAYCHEX INC(PAYXcusip704326107)	16.0K	QoQ +1.01% (+161) YoY +6.00% (+908)	All Managers (Combined)	$2.5M	0.9% ($2.5M/$284.4M)	QoQ +11.14% (+$247.9K) YoY +33.18% (+$616.0K)
AMGEN INC(AMGNcusip031162100)	7.6K	QoQ -0.55% (-43) YoY -2.65% (-208)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$284.4M)	QoQ +18.85% (-$377.6K) YoY +6.67% (-$148.9K)
(VIGcusip921908844)	12.2K	QoQ -0.60% (-74) YoY +4.49% (+526)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$284.4M)	QoQ -1.53% (-$36.9K) YoY +11.00% (+$235.4K)
VISA INC.(Vcusip92826C839)	6.6K	QoQ -3.06% (-210) YoY -0.01% (-1)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$284.4M)	QoQ +7.49% (-$162.2K) YoY +25.54% (-$473.5K)
Palo Alto Networks Inc(PANWcusip697435105)	13.6K	QoQ +3.69% (-485) YoY +120.57% (+7.4K)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$284.4M)	QoQ -2.75% (-$66.0K) YoY +32.47% (+$569.8K)
Alphabet Inc.(GOOGLcusip02079K305)	15.0K	QoQ +5.58% (-792) YoY +6.51% (+915)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$284.4M)	QoQ -13.74% (-$368.9K) YoY +9.12% (+$193.7K)
CHEVRON CORP(CVXcusip166764100)	13.6K	QoQ +4.54% (+591) YoY +12.64% (+1.5K)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$284.4M)	QoQ +20.75% (+$390.9K) YoY +19.46% (+$370.5K)
(cusip92189F643)✕	25.6K	QoQ +0.99% (-252) YoY +3.17% (+787)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$284.4M)	QoQ -4.15% (-$97.4K) YoY +0.99% (+$22.2K)
(cusip46435UAA9)✕	88.9K	QoQ +47.76% (+28.7K) YoY +59.50% (+33.2K)	All Managers (Combined)	$2.1M	0.8% ($2.1M/$284.4M)	QoQ +49.19% (+$708.5K) YoY +62.05% (+$822.8K)
Duke Energy CORP(DUKcusip26441C204)	17.4K	QoQ -0.06% (-12) YoY -0.82% (-145)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$284.4M)	QoQ +13.13% (-$246.9K) YoY +25.08% (-$426.5K)