Filed: 1/22/2025ACC: 0001736260-25-000001
📋 What this filing means
CORNELL POCHILY INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 167 equity positions with a total reported market value of $286.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
167
Positions
$286.41M
Total AUM (reported)
2.45M
Total Shares
Allocation by class
COM$171.20M59.8%
CORE S&P TTL STK$10.98M3.8%
CL A$10.70M3.7%
TR UNIT$10.12M3.5%
CAP STK CL C$5.63M2.0%
CL B NEW$5.48M1.9%
UNIT SER 1$4.92M1.7%
Portfolio Concentration
Top 3$50.92M17.8%
4–10$51.17M17.9%
11–25$58.12M20.3%
Rest$126.19M44.1%
Top 3 weight
17.8%
Top 10 weight
35.6%
Voting Authority Distribution
Total shares with voting rights: 2.45M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.45M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole167
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings167
Rows:
APPLE INC
SOLEShares105.66K
TypeSH
Market value$26.46M
9.24%
Sole
0.00
Shared
0.00
None
105.66K
NVIDIA CORPORATION
SOLEShares100.41K
TypeSH
Market value$13.48M
4.71%
Sole
0.00
Shared
0.00
None
100.41K
ISHARES TR
SOLEShares85.36K
TypeSH
Market value$10.98M
3.83%
Sole
0.00
Shared
0.00
None
85.36K
SPDR S&P 500 ETF TR
SOLEShares17.26K
TypeSH
Market value$10.12M
3.53%
Sole
0.00
Shared
0.00
None
17.26K
TOMPKINS FINL CORP
SOLEShares122.70K
TypeSH
Market value$8.32M
2.91%
Sole
0.00
Shared
0.00
None
122.70K
MICROSOFT CORP
SOLEShares19.61K
TypeSH
Market value$8.26M
2.89%
Sole
0.00
Shared
0.00
None
19.61K
BERKSHIRE HATHAWAY INC DEL
SOLEShares12.00
TypeSH
Market value$8.17M
2.85%
Sole
0.00
Shared
0.00
None
12.00
ALPHABET INC
SOLEShares29.57K
TypeSH
Market value$5.63M
1.97%
Sole
0.00
Shared
0.00
None
29.57K
BERKSHIRE HATHAWAY INC DEL
SOLEShares12.08K
TypeSH
Market value$5.48M
1.91%
Sole
0.00
Shared
0.00
None
12.08K
EXXON MOBIL CORP
SOLEShares48.27K
TypeSH
Market value$5.19M
1.81%
Sole
0.00
Shared
0.00
None
48.27K
AMAZON COM INC
SOLEShares23.43K
TypeSH
Market value$5.14M
1.79%
Sole
0.00
Shared
0.00
None
23.43K
INVESCO QQQ TR
SOLEShares9.63K
TypeSH
Market value$4.92M
1.72%
Sole
0.00
Shared
0.00
None
9.63K
ABBVIE INC
SOLEShares26.99K
TypeSH
Market value$4.80M
1.67%
Sole
0.00
Shared
0.00
None
26.99K
PROCTER AND GAMBLE CO
SOLEShares27.98K
TypeSH
Market value$4.69M
1.64%
Sole
0.00
Shared
0.00
None
27.98K
ISHARES TR
SOLEShares76.03K
TypeSH
Market value$4.66M
1.63%
Sole
0.00
Shared
0.00
None
76.03K
ISHARES TR
SOLEShares7.08K
TypeSH
Market value$4.17M
1.45%
Sole
0.00
Shared
0.00
None
7.08K
JPMORGAN CHASE &CO.
SOLEShares16.17K
TypeSH
Market value$3.88M
1.35%
Sole
0.00
Shared
0.00
None
16.17K
VANGUARD WHITEHALL FDS
SOLEShares29.41K
TypeSH
Market value$3.75M
1.31%
Sole
0.00
Shared
0.00
None
29.41K
EMERSON ELEC CO
SOLEShares28.52K
TypeSH
Market value$3.53M
1.23%
Sole
0.00
Shared
0.00
None
28.52K
ISHARES TR
SOLEShares25.04K
TypeSH
Market value$3.49M
1.22%
Sole
0.00
Shared
0.00
None
25.04K
THERMO FISHER SCIENTIFIC INC
SOLEShares6.37K
TypeSH
Market value$3.31M
1.16%
Sole
0.00
Shared
0.00
None
6.37K
ISHARES TR
SOLEShares26.75K
TypeSH
Market value$3.08M
1.08%
Sole
0.00
Shared
0.00
None
26.75K
CATERPILLAR INC
SOLEShares8.42K
TypeSH
Market value$3.05M
1.07%
Sole
0.00
Shared
0.00
None
8.42K
JOHNSON &JOHNSON
SOLEShares20.03K
TypeSH
Market value$2.90M
1.01%
Sole
0.00
Shared
0.00
None
20.03K
LOWES COS INC
SOLEShares11.12K
TypeSH
Market value$2.74M
0.96%
Sole
0.00
Shared
0.00
None
11.12K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 105.66K | SH | $26.46M 9.24% | 0.00 | 0.00 | 105.66K |
NVIDIA CORPORATIONSOLE | COM | 100.41K | SH | $13.48M 4.71% | 0.00 | 0.00 | 100.41K |
ISHARES TRSOLE | CORE S&P TTL STK | 85.36K | SH | $10.98M 3.83% | 0.00 | 0.00 | 85.36K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 17.26K | SH | $10.12M 3.53% | 0.00 | 0.00 | 17.26K |
TOMPKINS FINL CORPSOLE | COM | 122.70K | SH | $8.32M 2.91% | 0.00 | 0.00 | 122.70K |
MICROSOFT CORPSOLE | COM | 19.61K | SH | $8.26M 2.89% | 0.00 | 0.00 | 19.61K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 12.00 | SH | $8.17M 2.85% | 0.00 | 0.00 | 12.00 |
ALPHABET INCSOLE | CAP STK CL C | 29.57K | SH | $5.63M 1.97% | 0.00 | 0.00 | 29.57K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.08K | SH | $5.48M 1.91% | 0.00 | 0.00 | 12.08K |
EXXON MOBIL CORPSOLE | COM | 48.27K | SH | $5.19M 1.81% | 0.00 | 0.00 | 48.27K |
AMAZON COM INCSOLE | COM | 23.43K | SH | $5.14M 1.79% | 0.00 | 0.00 | 23.43K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 9.63K | SH | $4.92M 1.72% | 0.00 | 0.00 | 9.63K |
ABBVIE INCSOLE | COM | 26.99K | SH | $4.80M 1.67% | 0.00 | 0.00 | 26.99K |
PROCTER AND GAMBLE COSOLE | COM | 27.98K | SH | $4.69M 1.64% | 0.00 | 0.00 | 27.98K |
ISHARES TRSOLE | CORE DIV GRWTH | 76.03K | SH | $4.66M 1.63% | 0.00 | 0.00 | 76.03K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.08K | SH | $4.17M 1.45% | 0.00 | 0.00 | 7.08K |
JPMORGAN CHASE &CO.SOLE | COM | 16.17K | SH | $3.88M 1.35% | 0.00 | 0.00 | 16.17K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 29.41K | SH | $3.75M 1.31% | 0.00 | 0.00 | 29.41K |
EMERSON ELEC COSOLE | COM | 28.52K | SH | $3.53M 1.23% | 0.00 | 0.00 | 28.52K |
ISHARES TRSOLE | CORE S&P US GWT | 25.04K | SH | $3.49M 1.22% | 0.00 | 0.00 | 25.04K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 6.37K | SH | $3.31M 1.16% | 0.00 | 0.00 | 6.37K |
ISHARES TRSOLE | CORE S&P SCP ETF | 26.75K | SH | $3.08M 1.08% | 0.00 | 0.00 | 26.75K |
CATERPILLAR INCSOLE | COM | 8.42K | SH | $3.05M 1.07% | 0.00 | 0.00 | 8.42K |
JOHNSON &JOHNSONSOLE | COM | 20.03K | SH | $2.90M 1.01% | 0.00 | 0.00 | 20.03K |
LOWES COS INCSOLE | COM | 11.12K | SH | $2.74M 0.96% | 0.00 | 0.00 | 11.12K |
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