Cornell Pochily Investment Advisors 13F annual report
Cornell Pochily Investment Advisors is an investment fund managing more than $258 billion ran by Cathy Lamorie. There are currently 138 companies in Mrs. Lamorie’s portfolio. The largest investments include Apple Inc and NVIDIA Corp, together worth $35.3 billion.
$258 billion Assets Under Management (AUM)
As of 10th July 2024, Cornell Pochily Investment Advisors’s top holding is 107,539 shares of Apple Inc currently worth over $22.6 billion and making up 8.8% of the portfolio value.
Relative to the number of outstanding shares of Apple Inc, Cornell Pochily Investment Advisors owns more than approximately 0.1% of the company.
In addition, the fund holds 102,773 shares of NVIDIA Corp worth $12.7 billion, whose value fell 77.5% in the past six months.
The third-largest holding is Spdr Sp 500 Etf Tr worth $9.43 billion and the next is Ishares Tr worth $37.7 billion, with 571,289 shares owned.
Currently, Cornell Pochily Investment Advisors's portfolio is worth at least $258 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Cornell Pochily Investment Advisors
The Cornell Pochily Investment Advisors office and employees reside in Ithaca, New York. According to the last 13-F report filed with the SEC, Cathy Lamorie serves as the Director of Operations at Cornell Pochily Investment Advisors.
Recent trades
In the most recent 13F filing, Cornell Pochily Investment Advisors revealed that it had opened a new position in
Ishares Tr and bought 8,862 shares worth $861 million.
The investment fund also strengthened its position in Apple Inc by buying
854 additional shares.
This makes their stake in Apple Inc total 107,539 shares worth $22.6 billion.
Apple Inc soared 20.8% in the past year.
On the other hand, there are companies that Cornell Pochily Investment Advisors is getting rid of from its portfolio.
Cornell Pochily Investment Advisors closed its position in NextEra Inc on 17th July 2024.
It sold the previously owned 10,031 shares for $641 million.
Cathy Lamorie also disclosed a decreased stake in Spdr Sp 500 Etf Tr by approximately 0.1%.
This leaves the value of the investment at $9.43 billion and 17,322 shares.
One of the smaller hedge funds
The two most similar investment funds to Cornell Pochily Investment Advisors are Legacy Capital California and Argyle Capital Management. They manage $258 billion and $258 billion respectively.
Cathy Lamorie investment strategy
Cornell Pochily Investment Advisors’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Technology — making up 15.3% of
the total portfolio value.
The fund focuses on investments in the United States as
54.3% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
54% of the total holdings value.
On the other hand, small-cap stocks make up only 2.2% of the portfolio.
The average market cap of the portfolio companies is close to $189 billion.
The complete list of Cornell Pochily Investment Advisors trades based on 13F SEC filings
These positions were updated on July 17th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Apple Inc |
0.80%
107,539
|
$22,649,761,000 | 8.77% |
| NVIDIA Corp |
950.20%
102,773
|
$12,696,603,000 | 4.91% |
| Spdr Sp 500 Etf Tr |
0.41%
17,322
|
$9,427,111,000 | 3.65% |
| Ishares Tr |
1.54%
571,289
|
$37,690,967,000 | 14.59% |
| Microsoft Corporation |
0.25%
19,618
|
$8,768,251,000 | 3.39% |
| Berkshire Hathaway Inc. |
0.66%
12,402
|
$12,387,144,000 | 4.79% |
| Exxon Mobil Corp. |
3.63%
49,132
|
$5,656,056,000 | 2.19% |
| Alphabet Inc |
2.92%
43,729
|
$8,003,057,000 | 3.10% |
| Tompkins Finl Corp |
3.42%
108,731
|
$5,316,926,000 | 2.06% |
| Abbvie Inc |
6.53%
27,452
|
$4,708,554,000 | 1.82% |
| Procter And Gamble Co |
1.06%
28,423
|
$4,687,530,000 | 1.81% |
| Amazon.com Inc. |
0.45%
23,657
|
$4,571,715,000 | 1.77% |
| Thermo Fisher Scientific Inc. |
0.64%
6,390
|
$3,533,712,000 | 1.37% |
| Vanguard Whitehall Fds |
0.06%
29,318
|
$3,477,132,000 | 1.35% |
| Jpmorgan Chase Co. |
1.28%
16,261
|
$3,289,042,000 | 1.27% |
| Emerson Elec Co |
1.40%
28,014
|
$3,086,064,000 | 1.19% |
| Johnson Johnson |
1.06%
20,695
|
$3,024,788,000 | 1.17% |
| Caterpillar Inc. |
1.37%
8,410
|
$2,801,234,000 | 1.08% |
| Costco Whsl Corp New |
0.70%
2,964
|
$2,519,573,000 | 0.98% |
| Lowes Cos Inc |
0.37%
11,246
|
$2,479,380,000 | 0.96% |
| AMGEN Inc. |
0.45%
7,814
|
$2,441,521,000 | 0.95% |
| Verizon Communications Inc |
4.33%
57,212
|
$2,359,436,000 | 0.91% |
| Abbott Labs |
6.27%
21,540
|
$2,238,221,000 | 0.87% |
| Vanguard Specialized Funds |
4.26%
12,211
|
$2,229,153,000 | 0.86% |
| Qualcomm, Inc. |
1.19%
10,925
|
$2,176,131,000 | 0.84% |
| Palo Alto Networks Inc |
2.53%
6,332
|
$2,146,611,000 | 0.83% |
| VanEck ETF Trust |
0.10%
24,741
|
$2,142,796,000 | 0.83% |
| Chevron Corp. |
10.88%
13,381
|
$2,093,071,000 | 0.81% |
| International Business Machs |
4.55%
11,287
|
$1,952,106,000 | 0.76% |
| Paychex Inc. |
2.84%
15,544
|
$1,842,867,000 | 0.71% |
| Visa Inc |
2.44%
6,802
|
$1,785,239,000 | 0.69% |
| First Tr Exchange-traded Fd |
3.37%
38,669
|
$2,025,601,000 | 0.78% |
| Duke Energy Corp. |
1.04%
17,765
|
$1,780,580,000 | 0.69% |
| Salesforce Inc |
12.20%
6,170
|
$1,586,192,000 | 0.61% |
| Cisco Sys Inc |
1.42%
33,162
|
$1,575,523,000 | 0.61% |
| Vanguard Index Fds |
0.55%
10,455
|
$3,514,707,000 | 1.36% |
| Wesco International, Inc. |
3.40%
9,768
|
$1,548,356,000 | 0.60% |
| Mcdonalds Corp |
6.44%
5,818
|
$1,482,764,000 | 0.57% |
| RTX Corp |
0.67%
14,123
|
$1,417,816,000 | 0.55% |
| Eli Lilly Co |
16.28%
1,543
|
$1,397,240,000 | 0.54% |
| AT&T Inc. |
2.83%
72,182
|
$1,379,403,000 | 0.53% |
| Constellation Brands Inc |
0.94%
5,355
|
$1,377,816,000 | 0.53% |
| The Southern Co. |
7.74%
17,391
|
$1,349,052,000 | 0.52% |
| Union Pac Corp |
0.82%
5,930
|
$1,341,785,000 | 0.52% |
| Lockheed Martin Corp. |
0.50%
2,810
|
$1,312,730,000 | 0.51% |
| Deere Co |
0.03%
3,469
|
$1,296,094,000 | 0.50% |
| Welltower Inc. |
1.09%
11,839
|
$1,234,172,000 | 0.48% |
| Merck Co Inc |
4.09%
9,171
|
$1,135,351,000 | 0.44% |
| Capital Group Intl Focus Eqt |
0.86%
43,559
|
$1,120,335,000 | 0.43% |
| Booking Holdings Inc |
3.09%
282
|
$1,117,432,000 | 0.43% |
| Pepsico Inc |
0.56%
6,735
|
$1,110,826,000 | 0.43% |
| Coca-Cola Co |
2.61%
17,409
|
$1,108,079,000 | 0.43% |
| Air Prods Chems Inc |
53.70%
4,110
|
$1,060,487,000 | 0.41% |
| WEC Energy Group Inc |
3.31%
12,792
|
$1,003,632,000 | 0.39% |
| General Mls Inc |
1.37%
15,510
|
$981,159,000 | 0.38% |
| Northrop Grumman Corp. |
5.98%
2,121
|
$924,712,000 | 0.36% |
| Intel Corp. |
26.17%
29,083
|
$900,713,000 | 0.35% |
| Colgate-Palmolive Co. |
4.71%
9,241
|
$896,733,000 | 0.35% |
| Blackrock Inc. |
0.09%
1,083
|
$852,735,000 | 0.33% |
| First Tr Exch Traded Fd Iii |
12.19%
48,932
|
$849,646,000 | 0.33% |
| Automatic Data Processing In |
0.56%
3,554
|
$848,304,000 | 0.33% |
| American Centy Etf Tr |
2.80%
9,371
|
$840,805,000 | 0.33% |
| Honeywell International Inc |
27.28%
3,872
|
$826,906,000 | 0.32% |
| Kimberly-Clark Corp. |
No change
5,981
|
$826,574,000 | 0.32% |
| American Tower Corp. |
17.83%
4,065
|
$790,090,000 | 0.31% |
| Starbucks Corp. |
2.61%
9,890
|
$769,953,000 | 0.30% |
| Public Svc Enterprise Grp In |
11.38%
10,377
|
$764,803,000 | 0.30% |
| Gilead Sciences, Inc. |
4.40%
11,031
|
$756,870,000 | 0.29% |
| Select Sector Spdr Tr |
No change
3,316
|
$750,287,000 | 0.29% |
| Meta Platforms Inc |
6.43%
1,441
|
$726,381,000 | 0.28% |
| Fidelity Merrimack Str Tr |
4.00%
15,785
|
$709,213,000 | 0.27% |
| BorgWarner Inc |
3.52%
21,181
|
$682,879,000 | 0.26% |
| Disney Walt Co |
1.06%
6,851
|
$680,238,000 | 0.26% |
| Tesla Inc |
0.58%
3,399
|
$672,495,000 | 0.26% |
| Zimmer Biomet Holdings Inc |
13.40%
6,061
|
$657,758,000 | 0.25% |
| Veeva Sys Inc |
2.82%
3,578
|
$654,810,000 | 0.25% |
| Ishares Inc |
42.30%
12,061
|
$645,600,000 | 0.25% |
| NextEra Energy Inc |
Closed
10,031
|
$641,066,000 | |
| Ishares Tr |
Opened
8,862
|
$861,156,000 | 0.33% |
| Firstenergy Corp. |
0.51%
16,337
|
$625,223,000 | 0.24% |
| Schwab Strategic Tr |
10.29%
7,976
|
$620,226,000 | 0.24% |
| Consolidated Edison, Inc. |
2.68%
6,765
|
$604,895,000 | 0.23% |
| Labcorp Holdings Inc. |
Opened
2,862
|
$582,358,000 | 0.23% |
| Bristol-Myers Squibb Co. |
26.76%
14,013
|
$581,969,000 | 0.23% |
| Laboratory Corp Amer Hldgs |
Closed
2,605
|
$569,035,000 | |
| Oneok Inc. |
7.68%
6,853
|
$558,897,000 | 0.22% |
| Intuitive Surgical Inc |
78.68%
1,215
|
$540,493,000 | 0.21% |
| Us Bancorp Del |
4.26%
13,460
|
$534,359,000 | 0.21% |
| Adobe Inc |
12.32%
939
|
$521,652,000 | 0.20% |
| Enbridge Inc |
19.46%
14,471
|
$515,032,000 | 0.20% |
| Eaton Corp Plc |
28.70%
1,640
|
$514,222,000 | 0.20% |
| Dominion Energy Inc |
Closed
10,376
|
$510,379,000 | |
| Oracle Corp. |
No change
3,550
|
$501,260,000 | 0.19% |
| Kellanova Co |
0.66%
8,378
|
$483,270,000 | 0.19% |
| L3Harris Technologies Inc |
No change
2,070
|
$464,881,000 | 0.18% |
| Corning, Inc. |
0.62%
11,941
|
$463,908,000 | 0.18% |
| Fidelity Covington Trust |
0.58%
8,429
|
$753,942,000 | 0.29% |
| Ssga Active Etf Tr |
1.05%
11,598
|
$460,675,000 | 0.18% |
| American Elec Pwr Co Inc |
9.70%
5,158
|
$452,589,000 | 0.18% |
| General Dynamics Corp. |
6.61%
1,525
|
$442,366,000 | 0.17% |
| Bank New York Mellon Corp |
6.97%
7,153
|
$428,391,000 | 0.17% |
| Pfizer Inc. |
11.91%
14,857
|
$415,706,000 | 0.16% |
| Norfolk Southn Corp |
0.05%
1,895
|
$406,757,000 | 0.16% |
| Enterprise Prods Partners L |
1.80%
13,912
|
$403,156,000 | 0.16% |
| Home Depot, Inc. |
1.52%
1,102
|
$379,441,000 | 0.15% |
| Conocophillips |
97.68%
3,244
|
$371,049,000 | 0.14% |
| American Express Co. |
0.13%
1,600
|
$370,526,000 | 0.14% |
| Anheuser-Busch InBev SA/NV |
12.87%
6,139
|
$356,970,000 | 0.14% |
| Tjx Cos Inc New |
0.03%
3,177
|
$349,813,000 | 0.14% |
| Fiserv, Inc. |
0.13%
2,332
|
$347,561,000 | 0.13% |
| John Hancock Exchange Traded |
Opened
8,914
|
$329,996,000 | 0.13% |
| Community Financial System I |
No change
6,834
|
$322,633,000 | 0.12% |
| Biogen Inc |
5.20%
1,366
|
$316,666,000 | 0.12% |
| Proshares Tr |
3.25%
3,179
|
$305,602,000 | 0.12% |
| Broadcom Inc. |
Closed
228
|
$301,783,000 | |
| Astrazeneca plc |
No change
3,856
|
$300,729,000 | 0.12% |
| United Parcel Service, Inc. |
4.08%
2,189
|
$299,579,000 | 0.12% |
| Travelers Companies Inc. |
2.82%
1,457
|
$296,266,000 | 0.11% |
| Teradyne, Inc. |
37.06%
1,931
|
$286,341,000 | 0.11% |
| Cogent Communications Hldgs |
19.24%
4,911
|
$277,194,000 | 0.11% |
| ServiceNow Inc |
11.80%
341
|
$268,254,000 | 0.10% |
| Hershey Company |
Closed
1,375
|
$267,438,000 | |
| Spdr Gold Tr |
2.90%
1,242
|
$267,042,000 | 0.10% |
| Kraft Heinz Co |
0.39%
8,136
|
$262,147,000 | 0.10% |
| Mondelez International Inc. |
8.36%
4,000
|
$261,783,000 | 0.10% |
| Texas Instrs Inc |
No change
1,335
|
$259,698,000 | 0.10% |
| GE Aerospace |
No change
1,632
|
$259,442,000 | 0.10% |
| NBT Bancorp. Inc. |
0.16%
6,721
|
$259,417,000 | 0.10% |
| CVS Health Corp |
Closed
3,242
|
$258,566,000 | |
| Sysco Corp. |
0.11%
3,572
|
$254,971,000 | 0.10% |
| Philip Morris International Inc |
Closed
2,717
|
$248,932,000 | |
| Walmart Inc |
1.45%
3,562
|
$241,153,000 | 0.09% |
| Smucker J M Co |
5.65%
2,206
|
$240,542,000 | 0.09% |
| Prudential Finl Inc |
0.10%
2,048
|
$240,028,000 | 0.09% |
| Fedex Corp |
2.59%
791
|
$237,024,000 | 0.09% |
| Mastercard Incorporated |
No change
537
|
$236,903,000 | 0.09% |
| Entergy Corp. |
0.09%
2,208
|
$236,294,000 | 0.09% |
| Medtronic Plc |
8.54%
2,999
|
$236,019,000 | 0.09% |
| Netflix Inc. |
Opened
348
|
$234,858,000 | 0.09% |
| Boeing Co. |
16.54%
1,236
|
$224,972,000 | 0.09% |
| Brown-Forman Corporation |
Closed
5,386
|
$220,676,000 | |
| Atmos Energy Corp. |
Closed
1,800
|
$213,966,000 | |
| Altria Group Inc. |
Opened
4,573
|
$208,300,000 | 0.08% |
| Vanguard Scottsdale Fds |
11.50%
2,694
|
$208,201,000 | 0.08% |
| 3M Co. |
1.85%
2,021
|
$206,570,000 | 0.08% |
| Vici Pptys Inc |
Opened
7,018
|
$200,997,000 | 0.08% |
| Spdr Ser Tr |
0.92%
2,161
|
$200,347,000 | 0.08% |
| No transactions found | |||
| Showing first 500 out of 147 holdings | |||
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