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| Cornell Pochily Investment Advisors Inc
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|---|---|
| CRD # | 145355 |
| SEC # | 801-68467 |
| CIK # | 0001736260 |
| AUM | 654.4 M (2026-03-30) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 607-391-7080 |
| Address | 2415 North Triphammer Road Ithaca, NY 14850-1094 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 28.6 | ||
| Nvidia Corp | 20.0 | ||
| Tompkins Financial Corp | 11.1 | ||
| Alphabet Inc | 9.7 | ||
| Caterpillar Inc | 8.3 | ||
| Microsoft Corp | 7.0 | ||
| AbbVie Inc | 6.1 | ||
| Amazon Com Inc | 5.8 | ||
| J P Morgan Chase & Co | 5.7 | ||
| Alphabet Inc | 5.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 350 | 102.3 |
| (b) Individuals (high net worth individuals) | 199 | 546.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 6.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,322 | 654.4 |
| By Discretionary | ||
| Discretionary | 1,322 | 654.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,322 | 654.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 654.4 | |
| Total | 1,322 | 654.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001736260] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 49 |
| Serves | Institutional, Retail |
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