Data as of Q4 2025 (Dec 31, 2025)

Cornell Pochily Investment Advisors, Inc.

โ€ขCIK: 1736260โ€ขFiling: Q4 2025

**Cornell Pochily Investment Advisors, Inc.** manages $345M across a diversified portfolio of 182 positions. The fund exhibits significant concentration in mega-cap technology names, notably holding AAPL at $28.4M and NVDA at $18.9M. Further core allocations include ITOT ($16.2M) and SPY ($11.9M), alongside substantial positions in MSFT ($9.1M) and BRK/A ($9.1M). This structure suggests a mandate focused on established market leaders and broad market exposure.

Total AUM
$345.0M
QoQ Performance
+3.0%
Positions
148
Top 10 Concentration
35.8%
Latest Filing
Q4 2025

Top Holdings Allocation

AAPL
NVDA
AAPL8.2%
NVDA5.5%
ITOT4.7%
SPY3.4%
MSFT2.6%
BRK/A2.6%
TMP2.6%
GOOG2.5%

๐Ÿ“ˆ Biggest Buys

IDV*
ISHARES TR
NEW
0.5% of portfolio
ITOT
ISHARES TR
+6.3%
4.7% of portfolio
IBDT
ISHARES TR
+24.3%
1.1% of portfolio
IBDU
ISHARES TR
+26.0%
1.0% of portfolio
IBDS
ISHARES TR
+21.4%
1.1% of portfolio

๐Ÿ“‰ Biggest Sells

LMBS
FIRST TR EXCHANGE-TRADED FD
-33.1%
0.2% of portfolio
GOOG
ALPHABET INC
-4.3%
2.5% of portfolio
SCHD
SCHWAB STRATEGIC TR
-61.6%
0.1% of portfolio
APD
AIR PRODS &CHEMS INC
-37.2%
0.1% of portfolio
PAYX
PAYCHEX INC
-11.9%
0.5% of portfolio

Sector Breakdown

Other41.1%
Technology24.2%
Financial8.0%
Healthcare7.1%
ETF5.1%
Consumer4.9%
Industrial3.9%
Utilities1.8%

๐Ÿšช Exited Positionssold since Q3 2025

IBDQ
ISHARES TR
SOLD
$1.8M
IWD
ISHARES TR
SOLD
$705.2K
KVUE
KENVUE INC
SOLD
$356.9K
FISV
FISERV INC
SOLD
$264.3K
AMAT
APPLIED MATLS INC
SOLD
$231.7K
+2 more exited positions

Changes from Q3 2025

NEW12 new positions
โ†‘65 increased
โ†“80 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023