$230 Million is the total value of Cornell Pochily Investment Advisors, Inc.'s 167 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -1,746 | -100.0% | -0.08% | – |
| EVRG | Exit | EVERGY INC | $0 | – | -3,516 | -100.0% | -0.08% | – |
| TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -1,189 | -100.0% | -0.08% | – |
| ATO | Exit | ATMOS ENERGY CORP | $0 | – | -1,800 | -100.0% | -0.09% | – |
| XBI | Exit | SPDR SER TRs&p biotech | $0 | – | -2,590 | -100.0% | -0.09% | – |
| PXD | Exit | PIONEER NAT RES CO | $0 | – | -1,084 | -100.0% | -0.09% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -1,082 | -100.0% | -0.11% | – |
| VMW | Exit | VMWARE INC | $0 | – | -1,852 | -100.0% | -0.11% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -2,170 | -100.0% | -0.18% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -8,072 | -100.0% | -0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 24 | Q3 2023 | 9.5% |
| TOMPKINS FINL CORP | 24 | Q3 2023 | 8.3% |
| SPDR S&P 500 ETF TR | 24 | Q3 2023 | 4.7% |
| ABBVIE INC | 24 | Q3 2023 | 4.4% |
| ABBOTT LABS | 24 | Q3 2023 | 3.5% |
| ISHARES TR | 24 | Q3 2023 | 2.7% |
| PROCTER & GAMBLE CO | 24 | Q3 2023 | 2.6% |
| MICROSOFT CORP | 24 | Q3 2023 | 2.9% |
| EXXON MOBIL CORP | 24 | Q3 2023 | 2.9% |
| JOHNSON &JOHNSON | 24 | Q3 2023 | 2.9% |
View Cornell Pochily Investment Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-20 |
| 13F-HR/A | 2022-04-29 |
| 13F-HR | 2022-04-29 |
View Cornell Pochily Investment Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.