Filed: 1/20/2026ACC: 0001736260-26-000002
๐ What this filing means
CORNELL POCHILY INVESTMENT ADVISORS, INC. filed this quarterly 13FโHR 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
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 3$63.53M18.4%
4โ10$59.83M17.3%
11โ25$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
SOLEShares104.42K
TypeSH
Market value$28.39M
8.23%
Sole
0.00
Shared
0.00
None
104.42K
NVIDIA CORPORATION
SOLEShares101.36K
TypeSH
Market value$18.90M
5.48%
Sole
0.00
Shared
0.00
None
101.36K
ISHARES TR
SOLEShares109.23K
TypeSH
Market value$16.24M
4.71%
Sole
0.00
Shared
0.00
None
109.23K
SPDR S&P 500 ETF TR
SOLEShares17.39K
TypeSH
Market value$11.86M
3.44%
Sole
0.00
Shared
0.00
None
17.39K
MICROSOFT CORP
SOLEShares18.89K
TypeSH
Market value$9.13M
2.65%
Sole
0.00
Shared
0.00
None
18.89K
BERKSHIRE HATHAWAY INC DEL
SOLEShares12.00
TypeSH
Market value$9.06M
2.63%
Sole
0.00
Shared
0.00
None
12.00
TOMPKINS FINL CORP
SOLEShares122.96K
TypeSH
Market value$8.92M
2.58%
Sole
0.00
Shared
0.00
None
122.96K
ALPHABET INC
SOLEShares27.75K
TypeSH
Market value$8.71M
2.52%
Sole
0.00
Shared
0.00
None
27.75K
ISHARES TR
SOLEShares87.73K
TypeSH
Market value$6.09M
1.77%
Sole
0.00
Shared
0.00
None
87.73K
ABBVIE INC
SOLEShares26.53K
TypeSH
Market value$6.06M
1.76%
Sole
0.00
Shared
0.00
None
26.53K
INVESCO QQQ TR
SOLEShares9.81K
TypeSH
Market value$6.02M
1.75%
Sole
0.00
Shared
0.00
None
9.81K
EXXON MOBIL CORP
SOLEShares48.94K
TypeSH
Market value$5.89M
1.71%
Sole
0.00
Shared
0.00
None
48.94K
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.08K
TypeSH
Market value$5.57M
1.61%
Sole
0.00
Shared
0.00
None
11.08K
JPMORGAN CHASE &CO.
SOLEShares17.03K
TypeSH
Market value$5.49M
1.59%
Sole
0.00
Shared
0.00
None
17.03K
AMAZON COM INC
SOLEShares22.74K
TypeSH
Market value$5.25M
1.52%
Sole
0.00
Shared
0.00
None
22.74K
ISHARES TR
SOLEShares7.15K
TypeSH
Market value$4.90M
1.42%
Sole
0.00
Shared
0.00
None
7.15K
ISHARES TR
SOLEShares28.88K
TypeSH
Market value$4.85M
1.41%
Sole
0.00
Shared
0.00
None
28.88K
CATERPILLAR INC
SOLEShares8.26K
TypeSH
Market value$4.73M
1.37%
Sole
0.00
Shared
0.00
None
8.26K
ALPHABET INC
SOLEShares14.86K
TypeSH
Market value$4.65M
1.35%
Sole
0.00
Shared
0.00
None
14.86K
PROCTER AND GAMBLE CO
SOLEShares30.66K
TypeSH
Market value$4.39M
1.27%
Sole
0.00
Shared
0.00
None
30.66K
VANGUARD WHITEHALL FDS
SOLEShares30.29K
TypeSH
Market value$4.35M
1.26%
Sole
0.00
Shared
0.00
None
30.29K
JOHNSON &JOHNSON
SOLEShares20.45K
TypeSH
Market value$4.23M
1.23%
Sole
0.00
Shared
0.00
None
20.45K
ISHARES TR
SOLEShares163.06K
TypeSH
Market value$3.95M
1.15%
Sole
0.00
Shared
0.00
None
163.06K
EMERSON ELEC CO
SOLEShares29.26K
TypeSH
Market value$3.88M
1.13%
Sole
0.00
Shared
0.00
None
29.26K
INTERNATIONAL BUSINESS MACHS
SOLEShares12.94K
TypeSH
Market value$3.83M
1.11%
Sole
0.00
Shared
0.00
None
12.94K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 104.42K | SH | $28.39M 8.23% | 0.00 | 0.00 | 104.42K |
NVIDIA CORPORATIONSOLE | COM | 101.36K | SH | $18.90M 5.48% | 0.00 | 0.00 | 101.36K |
ISHARES TRSOLE | CORE S&P TTL STK | 109.23K | SH | $16.24M 4.71% | 0.00 | 0.00 | 109.23K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 17.39K | SH | $11.86M 3.44% | 0.00 | 0.00 | 17.39K |
MICROSOFT CORPSOLE | COM | 18.89K | SH | $9.13M 2.65% | 0.00 | 0.00 | 18.89K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 12.00 | SH | $9.06M 2.63% | 0.00 | 0.00 | 12.00 |
TOMPKINS FINL CORPSOLE | COM | 122.96K | SH | $8.92M 2.58% | 0.00 | 0.00 | 122.96K |
ALPHABET INCSOLE | CAP STK CL C | 27.75K | SH | $8.71M 2.52% | 0.00 | 0.00 | 27.75K |
ISHARES TRSOLE | CORE DIV GRWTH | 87.73K | SH | $6.09M 1.77% | 0.00 | 0.00 | 87.73K |
ABBVIE INCSOLE | COM | 26.53K | SH | $6.06M 1.76% | 0.00 | 0.00 | 26.53K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 9.81K | SH | $6.02M 1.75% | 0.00 | 0.00 | 9.81K |
EXXON MOBIL CORPSOLE | COM | 48.94K | SH | $5.89M 1.71% | 0.00 | 0.00 | 48.94K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.08K | SH | $5.57M 1.61% | 0.00 | 0.00 | 11.08K |
JPMORGAN CHASE &CO.SOLE | COM | 17.03K | SH | $5.49M 1.59% | 0.00 | 0.00 | 17.03K |
AMAZON COM INCSOLE | COM | 22.74K | SH | $5.25M 1.52% | 0.00 | 0.00 | 22.74K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.15K | SH | $4.90M 1.42% | 0.00 | 0.00 | 7.15K |
ISHARES TRSOLE | CORE S&P US GWT | 28.88K | SH | $4.85M 1.41% | 0.00 | 0.00 | 28.88K |
CATERPILLAR INCSOLE | COM | 8.26K | SH | $4.73M 1.37% | 0.00 | 0.00 | 8.26K |
ALPHABET INCSOLE | CAP STK CL A | 14.86K | SH | $4.65M 1.35% | 0.00 | 0.00 | 14.86K |
PROCTER AND GAMBLE COSOLE | COM | 30.66K | SH | $4.39M 1.27% | 0.00 | 0.00 | 30.66K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 30.29K | SH | $4.35M 1.26% | 0.00 | 0.00 | 30.29K |
JOHNSON &JOHNSONSOLE | COM | 20.45K | SH | $4.23M 1.23% | 0.00 | 0.00 | 20.45K |
ISHARES TRSOLE | IBONDS DEC2026 | 163.06K | SH | $3.95M 1.15% | 0.00 | 0.00 | 163.06K |
EMERSON ELEC COSOLE | COM | 29.26K | SH | $3.88M 1.13% | 0.00 | 0.00 | 29.26K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 12.94K | SH | $3.83M 1.11% | 0.00 | 0.00 | 12.94K |
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