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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46434VBD1

Shares:82.9K

Value:$2.1M

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

AT&T INC.

T|00206R102

Shares:71.6K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$284.4M)

RTX Corp

RTX|75513E101

Shares:14.2K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$284.4M)

MCDONALDS CORP

MCD|580135101

Shares:6.0K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$284.4M)

464287168

DVY|464287168

Shares:13.6K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$284.4M)

922908769

VTI|922908769

Shares:6.5K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$284.4M)

46435U515

Shares:71.1K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$284.4M)

QUALCOMM INC/DE

QCOM|747525103

Shares:11.2K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$284.4M)

464287309

IVW|464287309

Shares:18.5K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$284.4M)

Salesforce, Inc.

CRM|79466L302

Shares:6.2K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$284.4M)

464287507

IJH|464287507

Shares:28.3K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$284.4M)

DEERE & CO

DE|244199105

Shares:3.5K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$284.4M)

14019W109

Shares:66.0K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$284.4M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:25.9K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$284.4M)

SOUTHERN CO

SO|842587107

Shares:17.3K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$284.4M)

WELLTOWER INC.

WELL|95040Q104

Shares:10.1K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$284.4M)

46436E205

Shares:66.4K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$284.4M)

33739Q200

Shares:28.7K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$284.4M)

UNION PACIFIC CORP

UNP|907818108

Shares:5.9K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$284.4M)

WESCO INTERNATIONAL INC

WCC|95082P105

Shares:8.7K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$284.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46434VBD1)✕	82.9K	QoQ +2.51% (+2.0K) YoY +6.56% (+5.1K)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$284.4M)	QoQ +2.92% (+$59.3K) YoY +8.02% (+$154.8K)
AT&T INC.(Tcusip00206R102)	71.6K	QoQ -0.25% (-182) YoY +2.03% (+1.4K)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$284.4M)	QoQ +23.88% (-$390.5K) YoY +63.95% (+$790.1K)
RTX Corp(RTXcusip75513E101)	14.2K	QoQ -1.62% (-234) YoY +1.09% (+153)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$284.4M)	QoQ +12.61% (-$210.4K) YoY +37.29% (+$510.3K)
MCDONALDS CORP(MCDcusip580135101)	6.0K	QoQ +1.52% (+90) YoY +9.65% (+528)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$284.4M)	QoQ +9.40% (+$160.9K) YoY +21.49% (+$331.2K)
(DVYcusip464287168)	13.6K	QoQ -1.44% (-200) YoY -1.44% (-200)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$284.4M)	QoQ +0.80% (-$14.6K) YoY +7.44% (-$126.5K)
(VTIcusip922908769)	6.5K	QoQ +14.38% (+823) YoY +12.69% (+737)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$284.4M)	QoQ +8.46% (+$140.4K) YoY +19.17% (+$289.3K)
(cusip46435U515)✕	71.1K	QoQ +31.28% (+16.9K) YoY +39.64% (+20.2K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$284.4M)	QoQ +33.17% (+$447.3K) YoY +41.63% (+$527.8K)
QUALCOMM INC/DE(QCOMcusip747525103)	11.2K	QoQ +2.07% (+229) YoY +1.70% (-188)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$284.4M)	QoQ +2.06% (+$35.0K) YoY -7.72% (-$144.7K)
(IVWcusip464287309)	18.5K	QoQ -4.82% (-938) YoY -5.42% (-1.1K)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$284.4M)	QoQ -12.97% (-$256.2K) YoY +3.96% (-$65.5K)
Salesforce, Inc.(CRMcusip79466L302)	6.2K	QoQ +2.72% (-165) YoY +13.00% (+715)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$284.4M)	QoQ -17.54% (-$354.9K) YoY +0.68% (+$11.3K)
(IJHcusip464287507)	28.3K	QoQ +13.84% (+3.4K) YoY +154.03% (+17.2K)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$284.4M)	QoQ +6.60% (+$102.4K) YoY +144.03% (+$975.0K)
DEERE & CO(DEcusip244199105)	3.5K	QoQ +0.05% (+2) YoY +0.86% (+30)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$284.4M)	QoQ +10.81% (+$160.2K) YoY +15.25% (+$217.2K)
(cusip14019W109)✕	66.0K	QoQ +14.92% (+8.6K) YoY +52.77% (+22.8K)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$284.4M)	QoQ +14.03% (+$198.8K) YoY +45.07% (+$501.8K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	25.9K	QoQ -4.87% (-1.3K) YoY -20.68% (-6.8K)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$284.4M)	QoQ -0.84% (-$13.6K) YoY -1.93% (-$31.6K)
SOUTHERN CO(SOcusip842587107)	17.3K	QoQ -4.67% (-849) YoY +7.19% (+1.2K)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$284.4M)	QoQ +6.47% (-$96.8K) YoY +37.38% (+$432.9K)
WELLTOWER INC.(WELLcusip95040Q104)	10.1K	QoQ -9.82% (-1.1K) YoY -13.59% (-1.6K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$284.4M)	QoQ +9.62% (-$136.1K) YoY +41.67% (-$456.1K)
(cusip46436E205)✕	66.4K	QoQ +38.09% (+18.3K) YoY +59.68% (+24.8K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$284.4M)	QoQ +40.09% (+$439.6K) YoY +61.85% (+$587.0K)
(cusip33739Q200)✕	28.7K	QoQ -3.09% (-914) YoY -25.32% (-9.7K)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$284.4M)	QoQ -2.11% (-$30.5K) YoY -23.91% (-$442.7K)
UNION PACIFIC CORP(UNPcusip907818108)	5.9K	QoQ -0.01% (-1) YoY +0.39% (-23)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$284.4M)	QoQ +3.58% (-$48.3K) YoY -3.56% (-$51.6K)
WESCO INTERNATIONAL INC(WCCcusip95082P105)	8.7K	QoQ -8.84% (-842) YoY -14.21% (-1.4K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$284.4M)	QoQ -21.77% (-$375.0K) YoY -22.21% (-$384.7K)