Filed: 10/27/2025ACC: 0001736260-25-000010
📋 What this filing means
CORNELL POCHILY INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 177 equity positions with a total reported market value of $335.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
177
Positions
$335.00M
Total AUM (reported)
2.93M
Total Shares
Allocation by class
COM$191.55M57.2%
CORE S&P TTL STK$14.96M4.5%
TR UNIT$11.72M3.5%
CL A$11.58M3.5%
CAP STK CL C$7.06M2.1%
CORE DIV GRWTH$5.80M1.7%
UNIT SER 1$5.80M1.7%
Portfolio Concentration
Top 3$60.71M18.1%
4–10$57.84M17.3%
11–25$68.41M20.4%
Rest$148.05M44.2%
Top 3 weight
18.1%
Top 10 weight
35.4%
Voting Authority Distribution
Total shares with voting rights: 2.93M
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
2.93M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole177
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings177
Rows:
APPLE INC
SOLEShares105.22K
TypeSH
Market value$26.79M
8.00%
Sole
0.00
Shared
0.00
None
105.22K
NVIDIA CORPORATION
SOLEShares101.56K
TypeSH
Market value$18.95M
5.66%
Sole
0.00
Shared
0.00
None
101.56K
ISHARES TR
SOLEShares102.73K
TypeSH
Market value$14.96M
4.47%
Sole
0.00
Shared
0.00
None
102.73K
SPDR S&P 500 ETF TR
SOLEShares17.59K
TypeSH
Market value$11.72M
3.50%
Sole
0.00
Shared
0.00
None
17.59K
MICROSOFT CORP
SOLEShares19.29K
TypeSH
Market value$9.99M
2.98%
Sole
0.00
Shared
0.00
None
19.29K
BERKSHIRE HATHAWAY INC DEL
SOLEShares12.00
TypeSH
Market value$9.05M
2.70%
Sole
0.00
Shared
0.00
None
12.00
TOMPKINS FINL CORP
SOLEShares123.43K
TypeSH
Market value$8.17M
2.44%
Sole
0.00
Shared
0.00
None
123.43K
ALPHABET INC
SOLEShares29.01K
TypeSH
Market value$7.06M
2.11%
Sole
0.00
Shared
0.00
None
29.01K
ABBVIE INC
SOLEShares26.07K
TypeSH
Market value$6.04M
1.80%
Sole
0.00
Shared
0.00
None
26.07K
ISHARES TR
SOLEShares85.26K
TypeSH
Market value$5.80M
1.73%
Sole
0.00
Shared
0.00
None
85.26K
INVESCO QQQ TR
SOLEShares9.66K
TypeSH
Market value$5.80M
1.73%
Sole
0.00
Shared
0.00
None
9.66K
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.08K
TypeSH
Market value$5.57M
1.66%
Sole
0.00
Shared
0.00
None
11.08K
EXXON MOBIL CORP
SOLEShares49.30K
TypeSH
Market value$5.56M
1.66%
Sole
0.00
Shared
0.00
None
49.30K
JPMORGAN CHASE &CO.
SOLEShares16.71K
TypeSH
Market value$5.27M
1.57%
Sole
0.00
Shared
0.00
None
16.71K
AMAZON COM INC
SOLEShares22.77K
TypeSH
Market value$5.00M
1.49%
Sole
0.00
Shared
0.00
None
22.77K
ISHARES TR
SOLEShares7.17K
TypeSH
Market value$4.80M
1.43%
Sole
0.00
Shared
0.00
None
7.17K
ISHARES TR
SOLEShares28.79K
TypeSH
Market value$4.74M
1.41%
Sole
0.00
Shared
0.00
None
28.79K
PROCTER AND GAMBLE CO
SOLEShares30.82K
TypeSH
Market value$4.74M
1.41%
Sole
0.00
Shared
0.00
None
30.82K
VANGUARD WHITEHALL FDS
SOLEShares30.93K
TypeSH
Market value$4.36M
1.30%
Sole
0.00
Shared
0.00
None
30.93K
CATERPILLAR INC
SOLEShares8.47K
TypeSH
Market value$4.04M
1.21%
Sole
0.00
Shared
0.00
None
8.47K
EMERSON ELEC CO
SOLEShares29.18K
TypeSH
Market value$3.83M
1.14%
Sole
0.00
Shared
0.00
None
29.18K
JOHNSON &JOHNSON
SOLEShares20.62K
TypeSH
Market value$3.82M
1.14%
Sole
0.00
Shared
0.00
None
20.62K
ALPHABET INC
SOLEShares15.53K
TypeSH
Market value$3.77M
1.13%
Sole
0.00
Shared
0.00
None
15.53K
ISHARES TR
SOLEShares149.42K
TypeSH
Market value$3.63M
1.08%
Sole
0.00
Shared
0.00
None
149.42K
INTERNATIONAL BUSINESS MACHS
SOLEShares12.35K
TypeSH
Market value$3.48M
1.04%
Sole
0.00
Shared
0.00
None
12.35K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 105.22K | SH | $26.79M 8.00% | 0.00 | 0.00 | 105.22K |
NVIDIA CORPORATIONSOLE | COM | 101.56K | SH | $18.95M 5.66% | 0.00 | 0.00 | 101.56K |
ISHARES TRSOLE | CORE S&P TTL STK | 102.73K | SH | $14.96M 4.47% | 0.00 | 0.00 | 102.73K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 17.59K | SH | $11.72M 3.50% | 0.00 | 0.00 | 17.59K |
MICROSOFT CORPSOLE | COM | 19.29K | SH | $9.99M 2.98% | 0.00 | 0.00 | 19.29K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 12.00 | SH | $9.05M 2.70% | 0.00 | 0.00 | 12.00 |
TOMPKINS FINL CORPSOLE | COM | 123.43K | SH | $8.17M 2.44% | 0.00 | 0.00 | 123.43K |
ALPHABET INCSOLE | CAP STK CL C | 29.01K | SH | $7.06M 2.11% | 0.00 | 0.00 | 29.01K |
ABBVIE INCSOLE | COM | 26.07K | SH | $6.04M 1.80% | 0.00 | 0.00 | 26.07K |
ISHARES TRSOLE | CORE DIV GRWTH | 85.26K | SH | $5.80M 1.73% | 0.00 | 0.00 | 85.26K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 9.66K | SH | $5.80M 1.73% | 0.00 | 0.00 | 9.66K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.08K | SH | $5.57M 1.66% | 0.00 | 0.00 | 11.08K |
EXXON MOBIL CORPSOLE | COM | 49.30K | SH | $5.56M 1.66% | 0.00 | 0.00 | 49.30K |
JPMORGAN CHASE &CO.SOLE | COM | 16.71K | SH | $5.27M 1.57% | 0.00 | 0.00 | 16.71K |
AMAZON COM INCSOLE | COM | 22.77K | SH | $5.00M 1.49% | 0.00 | 0.00 | 22.77K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.17K | SH | $4.80M 1.43% | 0.00 | 0.00 | 7.17K |
ISHARES TRSOLE | CORE S&P US GWT | 28.79K | SH | $4.74M 1.41% | 0.00 | 0.00 | 28.79K |
PROCTER AND GAMBLE COSOLE | COM | 30.82K | SH | $4.74M 1.41% | 0.00 | 0.00 | 30.82K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 30.93K | SH | $4.36M 1.30% | 0.00 | 0.00 | 30.93K |
CATERPILLAR INCSOLE | COM | 8.47K | SH | $4.04M 1.21% | 0.00 | 0.00 | 8.47K |
EMERSON ELEC COSOLE | COM | 29.18K | SH | $3.83M 1.14% | 0.00 | 0.00 | 29.18K |
JOHNSON &JOHNSONSOLE | COM | 20.62K | SH | $3.82M 1.14% | 0.00 | 0.00 | 20.62K |
ALPHABET INCSOLE | CAP STK CL A | 15.53K | SH | $3.77M 1.13% | 0.00 | 0.00 | 15.53K |
ISHARES TRSOLE | IBONDS DEC2026 | 149.42K | SH | $3.63M 1.08% | 0.00 | 0.00 | 149.42K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 12.35K | SH | $3.48M 1.04% | 0.00 | 0.00 | 12.35K |
Page 1 of 8
…