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:

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74933W601

Shares:3.7K

Value:$204.2K

% of Portfolio:0.1% ($204.2K/$284.4M)

464287630

IWN|464287630

Shares:1.3K

Value:$203.7K

% of Portfolio:0.1% ($203.7K/$284.4M)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:1.8K

Value:$202.0K

% of Portfolio:0.1% ($202.0K/$284.4M)

Energy Transfer LP

ET|29273V100

Shares:10.0K

Value:$186.7K

% of Portfolio:0.1% ($186.7K/$284.4M)

Oxford Lane Capital Corp.

OXLC|691543102

Shares:10.1K

Value:$47.5K

% of Portfolio:0.0% ($47.5K/$284.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip74933W601)✕	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$204.2K	0.1% ($204.2K/$284.4M)	QoQ NEW(+$204.2K) YoY NEW(+$204.2K)
(IWNcusip464287630)	1.3K	QoQ 0.00% (-0) YoY NEW(+1.3K)	All Managers (Combined)	$203.7K	0.1% ($203.7K/$284.4M)	QoQ -8.03% (-$17.8K) YoY NEW(+$203.7K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	1.8K	QoQ +0.89% (-16) YoY -11.75% (-241)	All Managers (Combined)	$202.0K	0.1% ($202.0K/$284.4M)	QoQ -4.96% (-$10.6K) YoY -16.06% (-$38.7K)
Energy Transfer LP(ETcusip29273V100)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$186.7K	0.1% ($186.7K/$284.4M)	QoQ NEW(+$186.7K) YoY NEW(+$186.7K)
Oxford Lane Capital Corp.(OXLCcusip691543102)	10.1K	QoQ NEW(+10.1K) YoY NEW(+10.1K)	All Managers (Combined)	$47.5K	0.0% ($47.5K/$284.4M)	QoQ NEW(+$47.5K) YoY NEW(+$47.5K)