Cornell Pochily Investment Advisors, Inc.
SEC Form 13F institutional filer · CIK 0001736260
13F-HR · 118 reported holdings · 2026-03-31
Reported long-US-equity value
$0.28B
Top-10 concentration
47.6%
Cornell Pochily Investment Advisors, Inc. — $280M AUM allocation strategy
Cornell Pochily Investment Advisors, Inc. files SEC Form 13F and reports $280M of long US equity value across 118 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 18.0%, followed by Industrials 5.7% and Communication Services 5.5%.
The top 10 holdings account for 48% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Cornell Pochily Investment Advisors, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$280M
total across 118 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
48% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +14.3K sh · +$1.09M+$IYY +10.5K sh · +$734K+$IWM +3.46K sh · +$672K
Biggest trims (shares)
−$GIS −7.09K sh · −$390K−$AAPL −2.83K sh · −$2.61M−$PAYX −2.16K sh · −$505K
Exited to nil (held last quarter, gone now)
$ADBE ($414K last qtr)$CMCSA ($317K last qtr)$INTU ($294K last qtr)$UNH ($270K last qtr)$CRWD ($208K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals9.2%—
- Semiconductors6.3%—
- Interactive Media & Services4.3%—
- Integrated Oil & Gas2.9%—
- Systems Software2.6%—
- Aerospace & Defense2.3%—
- Construction Machinery & Heavy Transportation Equipment2.0%—
- Biotechnology2.0%—
- Other holdings68.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 102K | $25.8M | -2.83K | 9.2% |
| $NVDA | NVIDIA Corporation | 100K | $17.5M | -942 | 6.2% |
| $XOM | ExxonMobil Holdings Corporation | 47.2K | $8M | -1.77K | 2.9% |
| $GOOGL | Alphabet Inc | 27.5K | $7.88M | -266 | 2.8% |
| $MSFT | Microsoft Corporation | 19.4K | $7.17M | +495 | 2.6% |
| $HONA | Honeywell Aerospace Inc | 9 | $6.46M | -3 | 2.3% |
| $CAT | Caterpillar Inc | 8.2K | $5.81M | -56 | 2.1% |
…and 111 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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