CORNELL POCHILY INVESTMENT ADVISORS, INC.

PrivateCIK: 1736260
Location

ITHACA, NY

๐Ÿ“‹ What this filing means

CORNELL POCHILY INVESTMENT ADVISORS, INC. filed this quarterly 13Fโ€‘HR report disclosing 182 equity positions with a total reported market value of $345.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

182
Positions
$345.01M
Total AUM (reported)
2.99M
Total Shares

Allocation by class

TOTAL AUM$345.01M182 positions
COM$193.94M56.2%
CORE S&P TTL STK$16.24M4.7%
TR UNIT$11.86M3.4%
CL A$11.65M3.4%
CAP STK CL C$8.71M2.5%
CORE DIV GRWTH$6.09M1.8%
UNIT SER 1$6.02M1.7%

Portfolio Concentration

Top 318.4%4โ€“1017.3%11โ€“2520.9%Rest43.4%TOP 1035.8%0%100%
Top 3$63.53M18.4%
4โ€“10$59.83M17.3%
11โ€“25$71.99M20.9%
Rest$149.66M43.4%

Top 3 weight

18.4%

Top 10 weight

35.8%

Voting Authority Distribution

Total shares with voting rights: 2.99M

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

2.99M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole182
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings182
Rows:

APPLE INC

SOLE
COM
Shares104.42K
TypeSH
Market value$28.39M
8.23%
Sole
0.00
Shared
0.00
None
104.42K

NVIDIA CORPORATION

SOLE
COM
Shares101.36K
TypeSH
Market value$18.90M
5.48%
Sole
0.00
Shared
0.00
None
101.36K

ISHARES TR

SOLE
CORE S&P TTL STK
Shares109.23K
TypeSH
Market value$16.24M
4.71%
Sole
0.00
Shared
0.00
None
109.23K

SPDR S&P 500 ETF TR

SOLE
TR UNIT
Shares17.39K
TypeSH
Market value$11.86M
3.44%
Sole
0.00
Shared
0.00
None
17.39K

MICROSOFT CORP

SOLE
COM
Shares18.89K
TypeSH
Market value$9.13M
2.65%
Sole
0.00
Shared
0.00
None
18.89K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL A
Shares12.00
TypeSH
Market value$9.06M
2.63%
Sole
0.00
Shared
0.00
None
12.00

TOMPKINS FINL CORP

SOLE
COM
Shares122.96K
TypeSH
Market value$8.92M
2.58%
Sole
0.00
Shared
0.00
None
122.96K

ALPHABET INC

SOLE
CAP STK CL C
Shares27.75K
TypeSH
Market value$8.71M
2.52%
Sole
0.00
Shared
0.00
None
27.75K

ISHARES TR

SOLE
CORE DIV GRWTH
Shares87.73K
TypeSH
Market value$6.09M
1.77%
Sole
0.00
Shared
0.00
None
87.73K

ABBVIE INC

SOLE
COM
Shares26.53K
TypeSH
Market value$6.06M
1.76%
Sole
0.00
Shared
0.00
None
26.53K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares9.81K
TypeSH
Market value$6.02M
1.75%
Sole
0.00
Shared
0.00
None
9.81K

EXXON MOBIL CORP

SOLE
COM
Shares48.94K
TypeSH
Market value$5.89M
1.71%
Sole
0.00
Shared
0.00
None
48.94K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares11.08K
TypeSH
Market value$5.57M
1.61%
Sole
0.00
Shared
0.00
None
11.08K

JPMORGAN CHASE &CO.

SOLE
COM
Shares17.03K
TypeSH
Market value$5.49M
1.59%
Sole
0.00
Shared
0.00
None
17.03K

AMAZON COM INC

SOLE
COM
Shares22.74K
TypeSH
Market value$5.25M
1.52%
Sole
0.00
Shared
0.00
None
22.74K

ISHARES TR

SOLE
CORE S&P500 ETF
Shares7.15K
TypeSH
Market value$4.90M
1.42%
Sole
0.00
Shared
0.00
None
7.15K

ISHARES TR

SOLE
CORE S&P US GWT
Shares28.88K
TypeSH
Market value$4.85M
1.41%
Sole
0.00
Shared
0.00
None
28.88K

CATERPILLAR INC

SOLE
COM
Shares8.26K
TypeSH
Market value$4.73M
1.37%
Sole
0.00
Shared
0.00
None
8.26K

ALPHABET INC

SOLE
CAP STK CL A
Shares14.86K
TypeSH
Market value$4.65M
1.35%
Sole
0.00
Shared
0.00
None
14.86K

PROCTER AND GAMBLE CO

SOLE
COM
Shares30.66K
TypeSH
Market value$4.39M
1.27%
Sole
0.00
Shared
0.00
None
30.66K

VANGUARD WHITEHALL FDS

SOLE
HIGH DIV YLD
Shares30.29K
TypeSH
Market value$4.35M
1.26%
Sole
0.00
Shared
0.00
None
30.29K

JOHNSON &JOHNSON

SOLE
COM
Shares20.45K
TypeSH
Market value$4.23M
1.23%
Sole
0.00
Shared
0.00
None
20.45K

ISHARES TR

SOLE
IBONDS DEC2026
Shares163.06K
TypeSH
Market value$3.95M
1.15%
Sole
0.00
Shared
0.00
None
163.06K

EMERSON ELEC CO

SOLE
COM
Shares29.26K
TypeSH
Market value$3.88M
1.13%
Sole
0.00
Shared
0.00
None
29.26K

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares12.94K
TypeSH
Market value$3.83M
1.11%
Sole
0.00
Shared
0.00
None
12.94K
Page 1 of 8
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CORNELL POCHILY INVESTMENT ADVISORS, INC. 13F Holdings โ€” 182 Positions | Finecho