Cathy LaMorie
Cornell Pochily Investment Advisors, Inc.
Assets Managed
$371.702M
Holdings
189
Last Quarter
2026 - Q2
Filed Date
8d ago
Growth Rate
9.18%(2Q avg: 3.93%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Cornell Pochily Investment Advisors, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 189 positions.
Assets under management
The assets under management (AUM) of Cornell Pochily Investment Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 371.702M in assets, with a quarterly growth rate of 9.18% and a 2-quarter average growth rate of 3.93%. The portfolio is managed by Cathy LaMorie, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
AAPL Apple Inc
| 7.71% | $28.626M 98,929 shares@ $289.37 avg price | Decreased -2.62% |
ITOT Ishares Core S&p Total U.s.
| 5.63% | $20.908M 127,278 shares@ $164.27 avg price | Increased 4.55% |
NVDA Nvidia Corp
| 5.4% | $20.046M 100,186 shares@ $200.09 avg price | Decreased -0.22% |
SPY Spdr S&p 500 Etf Trust
| 3.13% | $11.597M 15,530 shares@ $746.77 avg price | Decreased -8.84% |
TMP Tompkins Financial Corp
| 3% | $11.148M 117,942 shares@ $94.52 avg price | Decreased -3.18% |
GOOG Alphabet Inc-cl C
| 2.61% | $9.686M 27,414 shares@ $353.34 avg price | Decreased -0.26% |
CAT Caterpillar Inc
| 2.24% | $8.306M 7,800 shares@ $1064.89 avg price | Decreased -4.9% |
QQQ Invesco Qqq Trust Series 1
| 1.98% | $7.353M 9,985 shares@ $736.42 avg price | Increased 1.32% |
MSFT Microsoft Corp
| 1.89% | $7.002M 18,770 shares@ $373.03 avg price | Decreased -3.15% |
BRK.A Berkshire Hathaway Inc-cl A
| 1.82% | $6.74M 9 shares@ $748850.0 avg price |
1-10 of 189