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Cornell Pochily Investment Advisors, Inc.
RIA/Wealth
Cornell Pochily Investment Advisors, Inc. is a RIA/Wealth based in Ithaca, NY led by Ezra Cornell, reporting $570.3M in AUM as of Q3 2025 with 30% ETF concentration.
CEOEzra Cornell
- Portfolio Value
- $335.0M
- Positions
- 177
- Top Holding
- AAPL at 8%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Cornell Pochily Investment Advisors, Inc.'s portfolio (35.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $26.8M | 8.00% | -$52.7K Sold | 0.00% 105.2K shares | |
Semiconductors Technology | $18.9M | 5.66% | +$17.4K Bought | 0.00% 101.6K shares | |
ETF ETF | $15.0M | 4.47% | +$1.2M Bought | — 102.7K shares | |
ETF ETF | $11.7M | 3.50% | -$26.6K Sold | — 17.6K shares | |
Software - Infrastructure Technology | $10.0M | 2.98% | -$75.1K Sold | 0.00% 19.3K shares | |
Insurance - Diversified Financial Services | $9.1M | 2.70% | — | 0.00% 12.0 shares | |
Banks - Regional Financial Services | $8.2M | 2.44% | -$62.7K Sold | 0.86% 123.4K shares | |
Internet Content & Information Communication Services | $7.1M | 2.11% | -$20.0K Sold | 0.00% 29.0K shares | |
Drug Manufacturers - General Healthcare | $6.0M | 1.80% | -$181.5K Sold | 0.00% 26.1K shares | |
ETF ETF | $5.8M | 1.73% | +$247.3K Bought | — 85.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Cornell Pochily Investment Advisors, Inc.'s latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Cornell Pochily Investment Advisors, Inc.
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