Cornell Pochily Investment Advisors, Inc.

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CIK 1736260

13F portfolio (2026-Q1)

$340M

Positions

174

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

174

Top 5

23.9%

Top 10

34.4%

Effective N

48.9

HHI

0.020

This quarter

7 new · 0 exit →

By sector

Unclassified35.5%

Information Technology21.4%

Financials7.9%

Health Care6.6%

Industrials6.3%

Communication Services5.7%

Consumer Discretionary5.3%

Energy3.5%

Other7.8%

By market cap

Mega (>$200B)41.8%

Unknown35.8%

Large ($10–200B)19.1%

Small ($300M–2B)2.8%

Mid ($2–10B)0.4%

By region

North America64.4%

Other35.5%

Europe0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	36.97%	58
Technology Hardware & Equipment	10.72%	6
Pharmaceuticals & Biotechnology	6.17%	10
Semiconductors & Semiconductor Equipment	5.73%	5
Banks	5.24%	9
Software & IT Services	4.03%	4
Oil, Gas & Consumable Fuels	3.53%	5
Specialty Retail	3.45%	6
Utilities	3.11%	11
Software	2.97%	6
Aerospace & Defense	2.47%	7
Machinery	2.37%	3
Chemicals	1.78%	4
Diversified Telecommunication Services	1.58%	2
Electrical Equipment & Components	1.42%	3
Equity Real Estate Investment Trusts (REITs)	0.86%	3
Beverages	0.83%	3
Commercial Services & Supplies	0.73%	3
Hotels, Restaurants & Leisure	0.72%	2
Metals & Mining	0.69%	2
Road & Rail	0.61%	2
Distributors	0.60%	2
Automobiles & Components	0.54%	2
Professional Services	0.36%	1
Communications Equipment	0.35%	1
Capital Markets	0.33%	2
Transportation Infrastructure	0.32%	1
Health Care Providers & Services	0.27%	1
Food Products	0.24%	3
Entertainment	0.19%	1
Health Care Equipment & Supplies	0.19%	1
Insurance	0.18%	1
Paper & Forest Products	0.16%	1
Media & Entertainment	0.11%	1
Tobacco	0.09%	1
Airlines	0.08%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AAPL	Apple Inc.	Information Technology	7.57%
2	NVDA	NVIDIA CORP	Information Technology	5.14%
3	ITOT	ISHARES TR	Unclassified	5.09%
4	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	3.25%
5	TMP	TOMPKINS FINANCIAL CORP	Financials	2.82%
6	XOM	EXXON MOBIL CORP	Energy	2.35%
7	GOOG	Alphabet Inc.	Communication Services	2.32%
8	MSFT	MICROSOFT CORP	Information Technology	2.11%
9	BRK.A	BERKSHIRE HATHAWAY INC DEL	Unclassified	1.90%
10	DGRO	ISHARES CORE DIVIDEND GROWTH ETF	Unclassified	1.85%

117/174 names classified · sector 64.5% of weight · industry 63.0% · mkt cap 64.2%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 34 quarters

Information TechnologyAAPL, MSFT, NVDA, TMO, INTC · other

Health CareABBV, ABT, JNJ, AMGN, MRK · other

FinancialsTMP, BRK.B, JPM, V, USB · other

IndustrialsPAYX, UNP, CAT, MMM, RTX · other

Communication ServicesGOOG, VZ, T, GOOGL, LUMN · other

Consumer DiscretionaryAMZN, LOW, MCD, COST, TSLA · other

UtilitiesD, DUK, SO, WEC, AWK · other

MaterialsPG, KMB, CL, GLW, APD · other

EnergyXOM, CVX, ENB, COP, IEP · other

Consumer StaplesGIS, KO, STZ, PEP, SJM · other

Real EstateWELL, AMT, VICI, PSA

UnclassifiedSPY, ITOT, IJH, VTI, VOO · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 64.5% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (112 classified)Cornell Pochily Investment Advisors, Inc. centroid (Large Core)

Information TechnologyHealth CareFinancialsIndustrialsCommunication ServicesConsumer DiscretionaryEnergyUtilitiesMaterialsConsumer StaplesReal Estate

Style box summary for Cornell Pochily Investment Advisors, Inc.: centroid Large Core. Heaviest cells: Large Growth 26.5%, Large Core 14.6%, Large Value 14.2%.

Classified: 62.6% of book weight (112/174 names) · unclassified 37.4%: ITOT, SPY, BRK.A, DGRO, QQQ, BRK.B, IVV, IUSG, IBDT, IBDS +52 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 174 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AAPLAPPLE INC	101,596	$26M	7.6%	TRIM −3%
2	NVDANVIDIA CORPORATION	100,413	$18M	5.1%	HOLD
3	ITOTISHARES TR	121,740	$17M	5.1%	ADD 11%
4	SPYSTATE STR SPDR S&P 500 ETF T	17,036	$11M	3.3%	TRIM −2%
5	TMPTOMPKINS FINL CORP	121,828	$10M	2.8%	HOLD
6	XOMEXXON MOBIL CORP	47,166	$8M	2.4%	TRIM −4%
7	GOOGALPHABET INC	27,487	$8M	2.3%	HOLD
8	MSFTMICROSOFT CORP	19,382	$7M	2.1%	ADD 3%
9	BRK.ABERKSHIRE HATHAWAY INC DEL	9	$6M	1.9%	TRIM −25%
10	DGROISHARES CORE DIVIDEND GROWTH ETF	89,651	$6M	1.8%	ADD 2%
11	CATCATERPILLAR INC	8,202	$6M	1.7%	HOLD
12	QQQINVESCO QQQ TR	9,855	$6M	1.7%	HOLD
13	ABBVABBVIE INC	25,207	$5M	1.6%	TRIM −5%
14	JPMJPMORGAN CHASE & CO	17,225	$5M	1.5%	HOLD
15	AMZNAMAZON COM INC	23,974	$5M	1.5%	ADD 5%
16	BRK.BBERKSHIRE HATHAWAY INC DEL	10,290	$5M	1.4%	TRIM −7%
17	IVVISHARES TR	7,226	$5M	1.4%	HOLD
18	IUSGISHARES TR	30,090	$5M	1.4%	ADD 4%
19	JNJJOHNSON & JOHNSON	18,983	$5M	1.4%	TRIM −7%
20	PGPROCTER AND GAMBLE CO	31,827	$5M	1.4%	ADD 4%
21	IBDTISHARES TR	179,814	$5M	1.3%	ADD 21%
22	IBDSISHARES TR	187,025	$5M	1.3%	ADD 19%
23	VYMVANGUARD WHITEHALL FDS	30,286	$4M	1.3%	HOLD
24	IBDUISHARES TR	185,624	$4M	1.3%	ADD 27%
25	GOOGLALPHABET INC	14,652	$4M	1.2%	HOLD
26	IBDRISHARES TR	161,896	$4M	1.2%	HOLD
27	EMREMERSON ELEC CO	29,174	$4M	1.1%	HOLD
28	IBDVISHARES TR	157,166	$3M	1.0%	ADD 93%
29	VZVERIZON COMMUNICATIONS INC	67,525	$3M	1.0%	ADD 4%
30	IBMINTERNATIONAL BUSINESS MACHS	13,234	$3M	0.9%	ADD 2%
31	CGXUCapital Group International Focus - ETF	103,561	$3M	0.9%	ADD 16%
32	COSTCOSTCO WHSL CORP NEW	2,966	$3M	0.9%	ADD 3%
33	CVXCHEVRON CORP NEW	13,899	$3M	0.8%	TRIM −4%
34	TMOTHERMO FISHER SCIENTIFIC INC	5,443	$3M	0.8%	HOLD
35	LOWLOWES COS INC	10,760	$3M	0.7%	HOLD
36	FMDEFIDELITY COVINGTON TRUST	70,514	$3M	0.7%	ADD 20%
37	ABTABBOTT LABS	24,282	$2M	0.7%	TRIM −3%
38	JHSCJOHN HANCOCK EXCHANGE TRADED	57,899	$2M	0.7%	ADD 8%
39	AMGNAMGEN INC	7,009	$2M	0.7%	HOLD
40	RTXRTX CORPORATION	12,746	$2M	0.7%	HOLD
41	IJRISHARES TR	18,527	$2M	0.7%	TRIM −4%
42	PANWPALO ALTO NETWORKS INC	14,006	$2M	0.7%	ADD 2%
43	DUKDUKE ENERGY CORP NEW	16,943	$2M	0.7%	TRIM −2%
44	CSCOCISCO SYS INC	28,282	$2M	0.6%	HOLD
45	IVWISHARES TR	19,112	$2M	0.6%	ADD 3%
46	IDVISHARES TR	50,422	$2M	0.6%	ADD 26%
47	MOATVANECK ETF TRUST	21,978	$2M	0.6%	TRIM −2%
48	GLWCORNING INC	15,116	$2M	0.6%	ADD 11%
49	DEDEERE & CO	3,632	$2M	0.6%	HOLD
50	DVYISHARES TR	13,493	$2M	0.6%	HOLD
51	VTIVANGUARD INDEX FDS	6,361	$2M	0.6%	HOLD
52	MCDMCDONALDS CORP	6,450	$2M	0.6%	HOLD
53	TAT&T INC	68,488	$2M	0.6%	TRIM −3%
54	VVISA INC	6,447	$2M	0.6%	ADD 7%
55	LMTLOCKHEED MARTIN CORP	3,174	$2M	0.6%	TRIM −3%
56	WELLWELLTOWER INC	8,986	$2M	0.5%	HOLD
57	WCCWESCO INTL INC	6,342	$2M	0.5%	TRIM −3%
58	KOCOCA COLA CO	22,150	$2M	0.5%	TRIM −2%
59	LLYELI LILLY & CO	1,753	$2M	0.5%	ADD 9%
60	SOSOUTHERN CO	16,081	$2M	0.5%	HOLD
61	TSLATESLA INC	4,157	$2M	0.5%	HOLD
62	CGNGCAPITAL GROUP NEW GEOGRAPHY	47,908	$2M	0.4%	ADD 9%
63	GILDGILEAD SCIENCES INC	10,851	$2M	0.4%	TRIM −3%
64	NOCNORTHROP GRUMMAN CORP	2,133	$1M	0.4%	HOLD
65	UNPUNION PAC CORP	5,860	$1M	0.4%	HOLD
66	WECWEC ENERGY GROUP INC	12,146	$1M	0.4%	HOLD
67	HDVISHARES TR	10,079	$1M	0.4%	ADD 5%
68	CRMSALESFORCE INC	6,984	$1M	0.4%	HOLD
69	VUGVANGUARD INDEX FDS	2,867	$1M	0.4%	HOLD
70	NEENEXTERA ENERGY INC	13,023	$1M	0.4%	TRIM −3%
71	PAYXPAYCHEX INC	13,128	$1M	0.4%	TRIM −14%
72	QCOMQUALCOMM INC	9,223	$1M	0.3%	HOLD
73	BKNGBOOKING HOLDINGS INC	255	$1M	0.3%	HOLD
74	IBDWISHARES TR	47,354	$991,112	0.3%	NEW
75	MRKMERCK & CO INC	8,018	$964,445	0.3%	HOLD
76	VOOVANGUARD INDEX FDS	1,583	$946,078	0.3%	ADD 6%
77	AVGOBROADCOM INC	3,052	$944,645	0.3%	ADD 14%
78	XLKSELECT SECTOR SPDR TR	7,102	$943,824	0.3%	ADD 2%
79	METAMETA PLATFORMS INC	1,642	$939,357	0.3%	HOLD
80	LHLABCORP HOLDINGS INC	3,470	$925,936	0.3%	ADD 4%
81	HONHONEYWELL INTL INC	4,029	$910,650	0.3%	ADD 8%
82	BLKBLACKROCK INC	923	$887,293	0.3%	HOLD
83	PEPPEPSICO INC	5,526	$858,167	0.3%	HOLD
84	BNYBANK NEW YORK MELLON CORP	7,170	$850,590	0.2%	ADD 33%
85	PEGPUBLIC SVC ENTERPRISE GROUP	10,302	$833,911	0.2%	HOLD
86	AVUVAMERICAN CENTY ETF TR	7,525	$831,241	0.2%	TRIM −3%
87	BMYBRISTOL-MYERS SQUIBB CO	13,684	$829,953	0.2%	TRIM −2%
88	PFEPFIZER INC	27,683	$777,335	0.2%	TRIM −5%
89	IVEISHARES TR	3,582	$756,339	0.2%	ADD 19%
90	OKEONEOK INC NEW	8,347	$754,469	0.2%	TRIM −4%
91	IWDISHARES TR	3,464	$740,153	0.2%	NEW
92	IWFISHARES TR	1,701	$725,145	0.2%	HOLD
93	EDCONSOLIDATED EDISON INC	6,371	$721,040	0.2%	TRIM −4%
94	AMTAMERICAN TOWER CORP	4,096	$706,858	0.2%	HOLD
95	KTOSKRATOS DEFENSE & SEC SOLUTIO	9,936	$700,587	0.2%	ADD 3%
96	CLCOLGATE PALMOLIVE CO	8,068	$687,636	0.2%	HOLD
97	IJHISHARES TR	10,046	$678,375	0.2%	TRIM −10%
98	ADPAUTOMATIC DATA PROCESSING IN	3,313	$673,135	0.2%	HOLD
99	DISDISNEY WALT CO	6,875	$662,570	0.2%	HOLD
100	LHXL3HARRIS TECHNOLOGIES INC	1,910	$659,237	0.2%	HOLD
101	ISRGINTUITIVE SURGICAL INC	1,399	$644,925	0.2%	HOLD
102	NSCNORFOLK SOUTHN CORP	2,244	$644,144	0.2%	HOLD
103	GEGE AEROSPACE	2,231	$633,124	0.2%	ADD 23%
104	TRVTRAVELERS COMPANIES INC	2,152	$627,823	0.2%	HOLD
105	ENBENBRIDGE INC	11,310	$612,335	0.2%	HOLD
106	USMVISHARES TR	6,457	$598,792	0.2%	HOLD
107	INTCINTEL CORP	13,397	$591,191	0.2%	HOLD
108	AEPAMERICAN ELEC PWR CO INC	4,468	$585,705	0.2%	TRIM −7%
109	KMBKIMBERLY-CLARK CORP	5,728	$552,580	0.2%	HOLD
110	EPDENTERPRISE PRODS PARTNERS L	14,244	$538,999	0.2%	HOLD
111	GLDSPDR GOLD TR	1,226	$527,536	0.2%	HOLD
112	ORCLORACLE CORP	3,505	$515,621	0.2%	ADD 3%
113	IEMGISHARES INC	7,245	$505,332	0.1%	HOLD
114	FEFIRSTENERGY CORP	9,894	$501,214	0.1%	HOLD
115	VEEVVEEVA SYS INC	2,828	$496,766	0.1%	ADD 5%
116	AXPAMERICAN EXPRESS CO	1,616	$488,792	0.1%	HOLD
117	APDAIR PRODS & CHEMS INC	1,635	$474,809	0.1%	TRIM −8%
118	MTBM & T BK CORP	2,287	$472,798	0.1%	HOLD
119	SBUXSTARBUCKS CORP	5,111	$457,927	0.1%	TRIM −8%
120	JEPIJPMorgan Equity Premium Income ETF	7,973	$451,886	0.1%	HOLD
121	VICIVICI PPTYS INC	16,397	$447,976	0.1%	HOLD
122	IWNISHARES TR	2,359	$447,158	0.1%	HOLD
123	TJXTJX COS INC NEW	2,796	$446,567	0.1%	HOLD
124	WMTWALMART INC	3,589	$446,000	0.1%	HOLD
125	USBUS BANCORP	8,127	$422,685	0.1%	HOLD
126	FTECFIDELITY COVINGTON TRUST	2,007	$417,501	0.1%	HOLD
127	ANETARISTA NETWORKS INC	3,306	$405,911	0.1%	ADD 87%
128	LMBSFIRST TR EXCHANGE-TRADED FD	8,130	$404,951	0.1%	TRIM −50%
129	PLTRPALANTIR TECHNOLOGIES INC	2,645	$386,911	0.1%	ADD 28%
130	CBUCOMMUNITY FINANCIAL SYSTEM I	6,384	$374,422	0.1%	TRIM −7%
131	HDHOME DEPOT INC	1,124	$369,655	0.1%	HOLD
132	GEVGE VERNOVA INC	418	$364,992	0.1%	HOLD
133	TMFCRBB FD INC	5,478	$361,355	0.1%	ADD 15%
134	NFLXNETFLIX INC	3,756	$361,139	0.1%	TRIM −3%
135	TOTLSSGA ACTIVE ETF TR	8,829	$350,775	0.1%	TRIM −8%
136	HSYHERSHEY CO	1,635	$339,900	0.1%	HOLD
137	MAMASTERCARD INCORPORATED	650	$324,779	0.1%	ADD 5%
138	GDGENERAL DYNAMICS CORP	940	$322,627	0.1%	HOLD
139	NBTBNBT BANCORP INC	7,542	$321,123	0.1%	HOLD
140	IEFAISHARES TR	3,515	$318,184	0.1%	TRIM −3%
141	BWABORGWARNER INC	5,672	$307,742	0.1%	TRIM −2%
142	NUENUCOR CORP	1,818	$307,403	0.1%	NEW
143	SYYSYSCO CORP	4,294	$306,311	0.1%	HOLD
144	COPCONOCOPHILLIPS	2,292	$302,544	0.1%	HOLD
145	MOALTRIA GROUP INC	4,483	$295,833	0.1%	HOLD
146	FPEFirst Trust Preferred Secs & Inc ETF	16,380	$290,746	0.1%	TRIM −21%
147	LINLINDE PLC	575	$284,967	0.1%	TRIM −24%
148	NOBLPROSHARES TR	2,654	$281,356	0.1%	HOLD
149	FDXFEDEX CORP	779	$277,457	0.1%	HOLD
150	STZCONSTELLATION BRANDS INC	1,847	$277,039	0.1%	TRIM −5%
151	IWOISHARES TR	871	$273,384	0.1%	HOLD
152	CEGCONSTELLATION ENERGY CORP	960	$268,202	0.1%	HOLD
153	VBVANGUARD INDEX FDS	1,013	$265,205	0.1%	HOLD
154	TXNTEXAS INSTRS INC	1,313	$254,906	0.1%	HOLD
155	MKCMCCORMICK & CO INC	5,011	$252,755	0.1%	ADD 15%
156	NOWSERVICENOW INC	2,330	$243,602	0.1%	TRIM −6%
157	GISGENERAL MILLS INC	6,460	$240,456	0.1%	TRIM −52%
158	SCHDSCHWAB STRATEGIC TR	7,797	$239,204	0.1%	TRIM −8%
159	SCHWSCHWAB CHARLES CORP	2,507	$235,572	0.1%	ADD 9%
160	BACBANK AMERICA CORP	4,824	$235,165	0.1%	HOLD
161	IBMQISHARES TR	9,210	$235,131	0.1%	ADD 4%
162	IBMRISHARES TR	9,270	$234,995	0.1%	ADD 4%
163	IBMSISHARES TR	9,095	$234,924	0.1%	ADD 4%
164	IBMTISHARES TR	9,150	$234,852	0.1%	NEW
165	IBMPISHARES TR	9,230	$234,811	0.1%	ADD 5%
166	GJUNFIRST TR EXCHNG TRADED FD VI	5,830	$229,819	0.1%	HOLD
167	CGGRCAPITAL GROUP GROWTH ETF	5,636	$226,492	0.1%	HOLD
168	ETNEATON CORP PLC	631	$225,747	0.1%	HOLD
169	VLOVALERO ENERGY CORP	899	$222,141	0.1%	NEW
170	AMATAPPLIED MATLS INC	632	$215,953	0.1%	NEW
171	NVSNOVARTIS AG	1,402	$214,156	0.1%	NEW
172	IJTISHARES TR	1,456	$210,708	0.1%	HOLD
173	SPGIS&P GLOBAL INC	491	$208,931	0.1%	TRIM −59%
174	FBTFirst Trust NYSE Arca Biotech ETF	1,029	$206,672	0.1%	TRIM −3%

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AAPLAPPLE INC

106K

104K

105K

104K

102K

$26M

NVDANVIDIA CORPORATION

100K

101K

102K

101K

100K

$18M

ITOTISHARES TR

85K

86K

94K

103K

109K

122K

$17M

SPYSTATE STR SPDR S&P 500 ETF T

17K

18K

17K

$11M

TMPTOMPKINS FINL CORP

123K

122K

124K

123K

122K

$10M

XOMEXXON MOBIL CORP

48K

51K

49K

47K

$8M

GOOGALPHABET INC

30K

29K

28K

27K

$8M

MSFTMICROSOFT CORP

20K

19K

$7M

BRK/ABERKSHIRE HATHAWAY INC DEL

$6M

DGROISHARES CORE DIVIDEND GROWTH ETF

76K

78K

82K

85K

88K

90K

$6M

CATCATERPILLAR INC

$6M

QQQINVESCO QQQ TR

10K

$6M

ABBVABBVIE INC

27K

26K

27K

25K

$5M

JPMJPMORGAN CHASE & CO

16K

17K

$5M

AMZNAMAZON COM INC

23K

24K

$5M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Cornell Pochily Investment Advisors, Inc.

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 174 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Cornell Pochily Investment Advisors, Inc.