CORNELL POCHILY INVESTMENT ADVISORS, INC.

HTTP://WWW.CORNELLPOCHILY.COM ITHACA, NY Investment Advisor How do I update this listing?

Cornell Pochily Investment Advisors is based out of Ithaca. Cornell Pochily Investment Advisors is a large advisory firm with 480 clients and discretionary assets under management (AUM) of $305,381,166 (Form ADV from 2019-03-14). Their last reported 13F filing for Q3 2019 included $156,434,000 in managed 13F securities and a top 10 holdings concentration of 33.85%. Cornell Pochily Investment Advisors's largest holding is Tompkins Financial Corp. (Ithaca, NY) with shares held of 107,775. Whalewisdom has at least 8 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $156.434 Million
  • Prior Market Value $397.945 Million
  • New Purchases3 stocks
  • Additional Purchases29 stocks
  • Sold out of17 stocks
  • Reduced holdings in97 stocks
  • Top 10 Holdings % 33.85 %
  • Turnover % [1]:15.15%
  • Turnover Alt % [2]: 158.14 %
  • Time Held Top20:5.25 quarters
  • Time Held Top10:3.80 quarters
  • Time Held All:6.30 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -1.05%
Performance Last 4 Quarters: 2.27%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

CORNELL POCHILY INVESTMENT ADVISORS, INC.
2415 NORTH TRIPHAMMER ROAD SUITE 1
ITHACA NY    14850
Country: United States

Business Phone: 607-391-7080
Fax: 607-697-0147
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NY
Number of employees: 8
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 23,408,000
Total Number of Clients: 480
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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CORNELL POCHILY INVESTMENT ADVISORS, INC.

ownership team - last updated 2019-03-14
Name Title Start Date Direct/Indirect % Ownership
CORNELL, EZRA PRESIDENT/CHIEF COMPLIANCE OFFICER 01/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
XENA WEALTH MANAGEMENT, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2008-01-01
MEAD, NELSON, BRADFORD SENIOR PORTFOLIO MANAGER 01/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CORNELL POCHILY INVESTMENT ADVISORS, INC. SENIOR PORTFOLIO MANAGER direct 2015-01-01

CORNELL POCHILY INVESTMENT ADVISORS, INC.

ownership team - last updated 2018-05-30
Name Title Start Date Direct/Indirect % Ownership
CORNELL, EZRA PRESIDENT/CHIEF COMPLIANCE OFFICER 01/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
XENA WEALTH MANAGEMENT, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2008-01-01
MEAD, NELSON, BRADFORD SENIOR PORTFOLIO MANAGER 01/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CORNELL POCHILY INVESTMENT ADVISORS, INC. SENIOR PORTFOLIO MANAGER direct 2015-01-01

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