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CORNELL POCHILY INVESTMENT ADVISORS, INC.

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ITHACA NY Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Cornell Pochily Investment Advisors is based out of Ithaca. Cornell Pochily Investment Advisors is a large advisory firm with 484 clients and discretionary assets under management (AUM) of $444,073,163 (Form ADV from 2023-03-23). Their last reported 13F filing for Q4 2023 included $241,347,287 in managed 13F securities and a top 10 holdings concentration of 31.34%. Cornell Pochily Investment Advisors's largest holding is Apple Inc with shares held of 107,957. Whalewisdom has at least 27 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

Name % Change
ABBV AbbVie Inc 1.43%
ABT Abbott Laboratories 0.84%
XOM ExxonMobil Corp. (St 0.55%
MRK Merck & Co 0.18%
ALB Albemarle Corp. 0.15%

2023-12-31

13F Holdings Summary

Name $ Change
AAPL Apple Inc 8.61%
SPY SPDR S&P 500 ETF TRU 3.43%
MSFT Microsoft Corp. 3.18%
ITOT iShares Core S&P Tot 2.92%
TMP Tompkins Financial C 2.82%

2023-12-31

13F Activity

Market Value $241m, Prior: $230m
New Purchases 15 stocks
Added To 54 stocks
Sold out of 11 stocks
Reduced holdings in 86 stocks
Top 10 Holdings % 31.34%
Turnover %[1] 15.2%
Turnover Alt %[2] 2.57%
Time Held Top 20 15.6 quarters
Time Held Top 10 12.5 quarters
Time Held All 17.33 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance