Filed: 7/21/2025ACC: 0001736260-25-000006
📋 What this filing means
CORNELL POCHILY INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 178 equity positions with a total reported market value of $305.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
178
Positions
$305.72M
Total AUM (reported)
2.77M
Total Shares
Allocation by class
COM$177.88M58.2%
CORE S&P TTL STK$12.72M4.2%
CL A$11.43M3.7%
TR UNIT$10.89M3.6%
CL B NEW$5.84M1.9%
UNIT SER 1$5.35M1.8%
CORE DIV GRWTH$5.22M1.7%
Portfolio Concentration
Top 3$50.39M16.5%
4–10$53.84M17.6%
11–25$62.62M20.5%
Rest$138.87M45.4%
Top 3 weight
16.5%
Top 10 weight
34.1%
Voting Authority Distribution
Total shares with voting rights: 2.77M
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
2.77M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole178
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings178
Rows:
APPLE INC
SOLEShares105.43K
TypeSH
Market value$21.63M
7.08%
Sole
0.00
Shared
0.00
None
105.43K
NVIDIA CORPORATION
SOLEShares101.47K
TypeSH
Market value$16.03M
5.24%
Sole
0.00
Shared
0.00
None
101.47K
ISHARES TR
SOLEShares94.22K
TypeSH
Market value$12.72M
4.16%
Sole
0.00
Shared
0.00
None
94.22K
SPDR S&P 500 ETF TR
SOLEShares17.63K
TypeSH
Market value$10.89M
3.56%
Sole
0.00
Shared
0.00
None
17.63K
MICROSOFT CORP
SOLEShares19.43K
TypeSH
Market value$9.67M
3.16%
Sole
0.00
Shared
0.00
None
19.43K
BERKSHIRE HATHAWAY INC DEL
SOLEShares12.00
TypeSH
Market value$8.75M
2.86%
Sole
0.00
Shared
0.00
None
12.00
TOMPKINS FINL CORP
SOLEShares124.37K
TypeSH
Market value$7.80M
2.55%
Sole
0.00
Shared
0.00
None
124.37K
BERKSHIRE HATHAWAY INC DEL
SOLEShares12.02K
TypeSH
Market value$5.84M
1.91%
Sole
0.00
Shared
0.00
None
12.02K
EXXON MOBIL CORP
SOLEShares51.44K
TypeSH
Market value$5.54M
1.81%
Sole
0.00
Shared
0.00
None
51.44K
INVESCO QQQ TR
SOLEShares9.70K
TypeSH
Market value$5.35M
1.75%
Sole
0.00
Shared
0.00
None
9.70K
ISHARES TR
SOLEShares81.63K
TypeSH
Market value$5.22M
1.71%
Sole
0.00
Shared
0.00
None
81.63K
ALPHABET INC
SOLEShares29.09K
TypeSH
Market value$5.16M
1.69%
Sole
0.00
Shared
0.00
None
29.09K
AMAZON COM INC
SOLEShares23.26K
TypeSH
Market value$5.10M
1.67%
Sole
0.00
Shared
0.00
None
23.26K
ABBVIE INC
SOLEShares26.86K
TypeSH
Market value$4.98M
1.63%
Sole
0.00
Shared
0.00
None
26.86K
JPMORGAN CHASE &CO.
SOLEShares16.63K
TypeSH
Market value$4.82M
1.58%
Sole
0.00
Shared
0.00
None
16.63K
PROCTER AND GAMBLE CO
SOLEShares29.20K
TypeSH
Market value$4.65M
1.52%
Sole
0.00
Shared
0.00
None
29.20K
ISHARES TR
SOLEShares7.04K
TypeSH
Market value$4.37M
1.43%
Sole
0.00
Shared
0.00
None
7.04K
ISHARES TR
SOLEShares27.49K
TypeSH
Market value$4.13M
1.35%
Sole
0.00
Shared
0.00
None
27.49K
VANGUARD WHITEHALL FDS
SOLEShares30.95K
TypeSH
Market value$4.13M
1.35%
Sole
0.00
Shared
0.00
None
30.95K
EMERSON ELEC CO
SOLEShares29.26K
TypeSH
Market value$3.90M
1.28%
Sole
0.00
Shared
0.00
None
29.26K
CATERPILLAR INC
SOLEShares8.78K
TypeSH
Market value$3.41M
1.12%
Sole
0.00
Shared
0.00
None
8.78K
INTERNATIONAL BUSINESS MACHS
SOLEShares11.48K
TypeSH
Market value$3.38M
1.11%
Sole
0.00
Shared
0.00
None
11.48K
ABBOTT LABS
SOLEShares24.55K
TypeSH
Market value$3.34M
1.09%
Sole
0.00
Shared
0.00
None
24.55K
COSTCO WHSL CORP NEW
SOLEShares3.04K
TypeSH
Market value$3.01M
0.98%
Sole
0.00
Shared
0.00
None
3.04K
ISHARES TR
SOLEShares123.84K
TypeSH
Market value$3.00M
0.98%
Sole
0.00
Shared
0.00
None
123.84K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 105.43K | SH | $21.63M 7.08% | 0.00 | 0.00 | 105.43K |
NVIDIA CORPORATIONSOLE | COM | 101.47K | SH | $16.03M 5.24% | 0.00 | 0.00 | 101.47K |
ISHARES TRSOLE | CORE S&P TTL STK | 94.22K | SH | $12.72M 4.16% | 0.00 | 0.00 | 94.22K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 17.63K | SH | $10.89M 3.56% | 0.00 | 0.00 | 17.63K |
MICROSOFT CORPSOLE | COM | 19.43K | SH | $9.67M 3.16% | 0.00 | 0.00 | 19.43K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 12.00 | SH | $8.75M 2.86% | 0.00 | 0.00 | 12.00 |
TOMPKINS FINL CORPSOLE | COM | 124.37K | SH | $7.80M 2.55% | 0.00 | 0.00 | 124.37K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.02K | SH | $5.84M 1.91% | 0.00 | 0.00 | 12.02K |
EXXON MOBIL CORPSOLE | COM | 51.44K | SH | $5.54M 1.81% | 0.00 | 0.00 | 51.44K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 9.70K | SH | $5.35M 1.75% | 0.00 | 0.00 | 9.70K |
ISHARES TRSOLE | CORE DIV GRWTH | 81.63K | SH | $5.22M 1.71% | 0.00 | 0.00 | 81.63K |
ALPHABET INCSOLE | CAP STK CL C | 29.09K | SH | $5.16M 1.69% | 0.00 | 0.00 | 29.09K |
AMAZON COM INCSOLE | COM | 23.26K | SH | $5.10M 1.67% | 0.00 | 0.00 | 23.26K |
ABBVIE INCSOLE | COM | 26.86K | SH | $4.98M 1.63% | 0.00 | 0.00 | 26.86K |
JPMORGAN CHASE &CO.SOLE | COM | 16.63K | SH | $4.82M 1.58% | 0.00 | 0.00 | 16.63K |
PROCTER AND GAMBLE COSOLE | COM | 29.20K | SH | $4.65M 1.52% | 0.00 | 0.00 | 29.20K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.04K | SH | $4.37M 1.43% | 0.00 | 0.00 | 7.04K |
ISHARES TRSOLE | CORE S&P US GWT | 27.49K | SH | $4.13M 1.35% | 0.00 | 0.00 | 27.49K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 30.95K | SH | $4.13M 1.35% | 0.00 | 0.00 | 30.95K |
EMERSON ELEC COSOLE | COM | 29.26K | SH | $3.90M 1.28% | 0.00 | 0.00 | 29.26K |
CATERPILLAR INCSOLE | COM | 8.78K | SH | $3.41M 1.12% | 0.00 | 0.00 | 8.78K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 11.48K | SH | $3.38M 1.11% | 0.00 | 0.00 | 11.48K |
ABBOTT LABSSOLE | COM | 24.55K | SH | $3.34M 1.09% | 0.00 | 0.00 | 24.55K |
COSTCO WHSL CORP NEWSOLE | COM | 3.04K | SH | $3.01M 0.98% | 0.00 | 0.00 | 3.04K |
ISHARES TRSOLE | IBONDS DEC2026 | 123.84K | SH | $3.00M 0.98% | 0.00 | 0.00 | 123.84K |
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