Filed: 4/17/2025ACC: 0001736260-25-000004
📋 What this filing means
CORNELL POCHILY INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 165 equity positions with a total reported market value of $284.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
165
Positions
$284.44M
Total AUM (reported)
2.57M
Total Shares
Allocation by class
COM$167.52M58.9%
CL A$11.89M4.2%
CORE S&P TTL STK$10.51M3.7%
TR UNIT$9.64M3.4%
CL B NEW$6.41M2.3%
CORE DIV GRWTH$4.82M1.7%
CAP STK CL C$4.59M1.6%
Portfolio Concentration
Top 3$44.56M15.7%
4–10$52.31M18.4%
11–25$56.37M19.8%
Rest$131.21M46.1%
Top 3 weight
15.7%
Top 10 weight
34.1%
Voting Authority Distribution
Total shares with voting rights: 2.57M
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
2.57M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole165
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings165
Rows:
APPLE INC
SOLEShares104K
TypeSH
Market value$23.10M
8.12%
Sole
0.00
Shared
0.00
None
104K
NVIDIA CORPORATION
SOLEShares100.95K
TypeSH
Market value$10.94M
3.85%
Sole
0.00
Shared
0.00
None
100.95K
ISHARES TR
SOLEShares86.17K
TypeSH
Market value$10.51M
3.70%
Sole
0.00
Shared
0.00
None
86.17K
SPDR S&P 500 ETF TR
SOLEShares17.24K
TypeSH
Market value$9.64M
3.39%
Sole
0.00
Shared
0.00
None
17.24K
BERKSHIRE HATHAWAY INC DEL
SOLEShares12.00
TypeSH
Market value$9.58M
3.37%
Sole
0.00
Shared
0.00
None
12.00
TOMPKINS FINL CORP
SOLEShares122.14K
TypeSH
Market value$7.69M
2.70%
Sole
0.00
Shared
0.00
None
122.14K
MICROSOFT CORP
SOLEShares19.50K
TypeSH
Market value$7.32M
2.57%
Sole
0.00
Shared
0.00
None
19.50K
BERKSHIRE HATHAWAY INC DEL
SOLEShares12.04K
TypeSH
Market value$6.41M
2.25%
Sole
0.00
Shared
0.00
None
12.04K
EXXON MOBIL CORP
SOLEShares50.62K
TypeSH
Market value$6.02M
2.12%
Sole
0.00
Shared
0.00
None
50.62K
ABBVIE INC
SOLEShares26.92K
TypeSH
Market value$5.64M
1.98%
Sole
0.00
Shared
0.00
None
26.92K
ISHARES TR
SOLEShares78.01K
TypeSH
Market value$4.82M
1.69%
Sole
0.00
Shared
0.00
None
78.01K
PROCTER AND GAMBLE CO
SOLEShares27.90K
TypeSH
Market value$4.75M
1.67%
Sole
0.00
Shared
0.00
None
27.90K
ALPHABET INC
SOLEShares29.36K
TypeSH
Market value$4.59M
1.61%
Sole
0.00
Shared
0.00
None
29.36K
AMAZON COM INC
SOLEShares23.39K
TypeSH
Market value$4.45M
1.56%
Sole
0.00
Shared
0.00
None
23.39K
INVESCO QQQ TR
SOLEShares9.46K
TypeSH
Market value$4.43M
1.56%
Sole
0.00
Shared
0.00
None
9.46K
ISHARES TR
SOLEShares7.11K
TypeSH
Market value$3.99M
1.40%
Sole
0.00
Shared
0.00
None
7.11K
VANGUARD WHITEHALL FDS
SOLEShares30.69K
TypeSH
Market value$3.96M
1.39%
Sole
0.00
Shared
0.00
None
30.69K
JPMORGAN CHASE &CO.
SOLEShares16.13K
TypeSH
Market value$3.96M
1.39%
Sole
0.00
Shared
0.00
None
16.13K
ISHARES TR
SOLEShares26.10K
TypeSH
Market value$3.32M
1.17%
Sole
0.00
Shared
0.00
None
26.10K
JOHNSON &JOHNSON
SOLEShares19.70K
TypeSH
Market value$3.27M
1.15%
Sole
0.00
Shared
0.00
None
19.70K
THERMO FISHER SCIENTIFIC INC
SOLEShares6.38K
TypeSH
Market value$3.18M
1.12%
Sole
0.00
Shared
0.00
None
6.38K
EMERSON ELEC CO
SOLEShares28.98K
TypeSH
Market value$3.18M
1.12%
Sole
0.00
Shared
0.00
None
28.98K
INTERNATIONAL BUSINESS MACHS
SOLEShares11.59K
TypeSH
Market value$2.88M
1.01%
Sole
0.00
Shared
0.00
None
11.59K
COSTCO WHSL CORP NEW
SOLEShares2.96K
TypeSH
Market value$2.80M
0.98%
Sole
0.00
Shared
0.00
None
2.96K
ABBOTT LABS
SOLEShares21.07K
TypeSH
Market value$2.79M
0.98%
Sole
0.00
Shared
0.00
None
21.07K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 104K | SH | $23.10M 8.12% | 0.00 | 0.00 | 104K |
NVIDIA CORPORATIONSOLE | COM | 100.95K | SH | $10.94M 3.85% | 0.00 | 0.00 | 100.95K |
ISHARES TRSOLE | CORE S&P TTL STK | 86.17K | SH | $10.51M 3.70% | 0.00 | 0.00 | 86.17K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 17.24K | SH | $9.64M 3.39% | 0.00 | 0.00 | 17.24K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 12.00 | SH | $9.58M 3.37% | 0.00 | 0.00 | 12.00 |
TOMPKINS FINL CORPSOLE | COM | 122.14K | SH | $7.69M 2.70% | 0.00 | 0.00 | 122.14K |
MICROSOFT CORPSOLE | COM | 19.50K | SH | $7.32M 2.57% | 0.00 | 0.00 | 19.50K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.04K | SH | $6.41M 2.25% | 0.00 | 0.00 | 12.04K |
EXXON MOBIL CORPSOLE | COM | 50.62K | SH | $6.02M 2.12% | 0.00 | 0.00 | 50.62K |
ABBVIE INCSOLE | COM | 26.92K | SH | $5.64M 1.98% | 0.00 | 0.00 | 26.92K |
ISHARES TRSOLE | CORE DIV GRWTH | 78.01K | SH | $4.82M 1.69% | 0.00 | 0.00 | 78.01K |
PROCTER AND GAMBLE COSOLE | COM | 27.90K | SH | $4.75M 1.67% | 0.00 | 0.00 | 27.90K |
ALPHABET INCSOLE | CAP STK CL C | 29.36K | SH | $4.59M 1.61% | 0.00 | 0.00 | 29.36K |
AMAZON COM INCSOLE | COM | 23.39K | SH | $4.45M 1.56% | 0.00 | 0.00 | 23.39K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 9.46K | SH | $4.43M 1.56% | 0.00 | 0.00 | 9.46K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.11K | SH | $3.99M 1.40% | 0.00 | 0.00 | 7.11K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 30.69K | SH | $3.96M 1.39% | 0.00 | 0.00 | 30.69K |
JPMORGAN CHASE &CO.SOLE | COM | 16.13K | SH | $3.96M 1.39% | 0.00 | 0.00 | 16.13K |
ISHARES TRSOLE | CORE S&P US GWT | 26.10K | SH | $3.32M 1.17% | 0.00 | 0.00 | 26.10K |
JOHNSON &JOHNSONSOLE | COM | 19.70K | SH | $3.27M 1.15% | 0.00 | 0.00 | 19.70K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 6.38K | SH | $3.18M 1.12% | 0.00 | 0.00 | 6.38K |
EMERSON ELEC COSOLE | COM | 28.98K | SH | $3.18M 1.12% | 0.00 | 0.00 | 28.98K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 11.59K | SH | $2.88M 1.01% | 0.00 | 0.00 | 11.59K |
COSTCO WHSL CORP NEWSOLE | COM | 2.96K | SH | $2.80M 0.98% | 0.00 | 0.00 | 2.96K |
ABBOTT LABSSOLE | COM | 21.07K | SH | $2.79M 0.98% | 0.00 | 0.00 | 21.07K |
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