Filed: 4/17/2026ACC: 0001736260-26-000004
📋 What this filing means
CORNELL POCHILY INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 174 equity positions with a total reported market value of $340.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
174
Positions
$340.45M
Total AUM (reported)
3.20M
Total Shares
Allocation by class
COM$191.19M56.2%
CORE S&P TTL STK$17.34M5.1%
TR UNIT$11.08M3.3%
CL A$8.39M2.5%
CAP STK CL C$7.88M2.3%
CORE DIV GRWTH$6.29M1.8%
UNIT SER 1$5.69M1.7%
Portfolio Concentration
Top 3$60.64M17.8%
4–10$56.50M16.6%
11–25$72.70M21.4%
Rest$150.61M44.2%
Top 3 weight
17.8%
Top 10 weight
34.4%
Voting Authority Distribution
Total shares with voting rights: 3.20M
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
3.20M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole174
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings174
Rows:
APPLE INC
SOLEShares101.60K
TypeSH
Market value$25.78M
7.57%
Sole
0.00
Shared
0.00
None
101.60K
NVIDIA CORPORATION
SOLEShares100.41K
TypeSH
Market value$17.51M
5.14%
Sole
0.00
Shared
0.00
None
100.41K
ISHARES TR
SOLEShares121.74K
TypeSH
Market value$17.34M
5.09%
Sole
0.00
Shared
0.00
None
121.74K
STATE STR SPDR S&P 500 ETF T
SOLEShares17.04K
TypeSH
Market value$11.08M
3.25%
Sole
0.00
Shared
0.00
None
17.04K
TOMPKINS FINL CORP
SOLEShares121.83K
TypeSH
Market value$9.60M
2.82%
Sole
0.00
Shared
0.00
None
121.83K
EXXON MOBIL CORP
SOLEShares47.17K
TypeSH
Market value$8.00M
2.35%
Sole
0.00
Shared
0.00
None
47.17K
ALPHABET INC
SOLEShares27.49K
TypeSH
Market value$7.88M
2.32%
Sole
0.00
Shared
0.00
None
27.49K
MICROSOFT CORP
SOLEShares19.38K
TypeSH
Market value$7.17M
2.11%
Sole
0.00
Shared
0.00
None
19.38K
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.00
TypeSH
Market value$6.46M
1.90%
Sole
0.00
Shared
0.00
None
9.00
ISHARES TR
SOLEShares89.65K
TypeSH
Market value$6.29M
1.85%
Sole
0.00
Shared
0.00
None
89.65K
CATERPILLAR INC
SOLEShares8.20K
TypeSH
Market value$5.81M
1.71%
Sole
0.00
Shared
0.00
None
8.20K
INVESCO QQQ TR
SOLEShares9.86K
TypeSH
Market value$5.69M
1.67%
Sole
0.00
Shared
0.00
None
9.86K
ABBVIE INC
SOLEShares25.21K
TypeSH
Market value$5.48M
1.61%
Sole
0.00
Shared
0.00
None
25.21K
JPMORGAN CHASE &CO
SOLEShares17.23K
TypeSH
Market value$5.07M
1.49%
Sole
0.00
Shared
0.00
None
17.23K
AMAZON COM INC
SOLEShares23.97K
TypeSH
Market value$4.99M
1.47%
Sole
0.00
Shared
0.00
None
23.97K
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.29K
TypeSH
Market value$4.93M
1.45%
Sole
0.00
Shared
0.00
None
10.29K
ISHARES TR
SOLEShares7.23K
TypeSH
Market value$4.72M
1.39%
Sole
0.00
Shared
0.00
None
7.23K
ISHARES TR
SOLEShares30.09K
TypeSH
Market value$4.67M
1.37%
Sole
0.00
Shared
0.00
None
30.09K
JOHNSON &JOHNSON
SOLEShares18.98K
TypeSH
Market value$4.64M
1.36%
Sole
0.00
Shared
0.00
None
18.98K
PROCTER &GAMBLE CO
SOLEShares31.83K
TypeSH
Market value$4.60M
1.35%
Sole
0.00
Shared
0.00
None
31.83K
ISHARES TR
SOLEShares179.81K
TypeSH
Market value$4.55M
1.34%
Sole
0.00
Shared
0.00
None
179.81K
ISHARES TR
SOLEShares187.03K
TypeSH
Market value$4.53M
1.33%
Sole
0.00
Shared
0.00
None
187.03K
VANGUARD WHITEHALL FDS
SOLEShares30.29K
TypeSH
Market value$4.49M
1.32%
Sole
0.00
Shared
0.00
None
30.29K
ISHARES TR
SOLEShares185.62K
TypeSH
Market value$4.32M
1.27%
Sole
0.00
Shared
0.00
None
185.62K
ALPHABET INC
SOLEShares14.65K
TypeSH
Market value$4.21M
1.24%
Sole
0.00
Shared
0.00
None
14.65K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 101.60K | SH | $25.78M 7.57% | 0.00 | 0.00 | 101.60K |
NVIDIA CORPORATIONSOLE | COM | 100.41K | SH | $17.51M 5.14% | 0.00 | 0.00 | 100.41K |
ISHARES TRSOLE | CORE S&P TTL STK | 121.74K | SH | $17.34M 5.09% | 0.00 | 0.00 | 121.74K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 17.04K | SH | $11.08M 3.25% | 0.00 | 0.00 | 17.04K |
TOMPKINS FINL CORPSOLE | COM | 121.83K | SH | $9.60M 2.82% | 0.00 | 0.00 | 121.83K |
EXXON MOBIL CORPSOLE | COM | 47.17K | SH | $8.00M 2.35% | 0.00 | 0.00 | 47.17K |
ALPHABET INCSOLE | CAP STK CL C | 27.49K | SH | $7.88M 2.32% | 0.00 | 0.00 | 27.49K |
MICROSOFT CORPSOLE | COM | 19.38K | SH | $7.17M 2.11% | 0.00 | 0.00 | 19.38K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 9.00 | SH | $6.46M 1.90% | 0.00 | 0.00 | 9.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 89.65K | SH | $6.29M 1.85% | 0.00 | 0.00 | 89.65K |
CATERPILLAR INCSOLE | COM | 8.20K | SH | $5.81M 1.71% | 0.00 | 0.00 | 8.20K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 9.86K | SH | $5.69M 1.67% | 0.00 | 0.00 | 9.86K |
ABBVIE INCSOLE | COM | 25.21K | SH | $5.48M 1.61% | 0.00 | 0.00 | 25.21K |
JPMORGAN CHASE &COSOLE | COM | 17.23K | SH | $5.07M 1.49% | 0.00 | 0.00 | 17.23K |
AMAZON COM INCSOLE | COM | 23.97K | SH | $4.99M 1.47% | 0.00 | 0.00 | 23.97K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.29K | SH | $4.93M 1.45% | 0.00 | 0.00 | 10.29K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.23K | SH | $4.72M 1.39% | 0.00 | 0.00 | 7.23K |
ISHARES TRSOLE | CORE S&P US GWT | 30.09K | SH | $4.67M 1.37% | 0.00 | 0.00 | 30.09K |
JOHNSON &JOHNSONSOLE | COM | 18.98K | SH | $4.64M 1.36% | 0.00 | 0.00 | 18.98K |
PROCTER &GAMBLE COSOLE | COM | 31.83K | SH | $4.60M 1.35% | 0.00 | 0.00 | 31.83K |
ISHARES TRSOLE | IBDS DEC28 ETF | 179.81K | SH | $4.55M 1.34% | 0.00 | 0.00 | 179.81K |
ISHARES TRSOLE | IBONDS 27 ETF | 187.03K | SH | $4.53M 1.33% | 0.00 | 0.00 | 187.03K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 30.29K | SH | $4.49M 1.32% | 0.00 | 0.00 | 30.29K |
ISHARES TRSOLE | IBONDS DEC 29 | 185.62K | SH | $4.32M 1.27% | 0.00 | 0.00 | 185.62K |
ALPHABET INCSOLE | CAP STK CL A | 14.65K | SH | $4.21M 1.24% | 0.00 | 0.00 | 14.65K |
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