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| Happy Holidays!! thanks for using AUM13F!! |
| Cornell Pochily Investment Advisors Inc
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| CRD # | 145355 |
| SEC # | 801-68467 |
| CIK # | 0001736260 |
| AUM | $570.3 M (2025-03-28) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 607-391-7080 |
| Address | 2415 North Triphammer Road Ithaca, NY 14850-1094 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001736260 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 21.6 | ||
| Nvidia Corp | 16.0 | ||
| Microsoft Corp | 9.7 | ||
| Tompkins Financial Corp | 7.8 | ||
| Exxon Mobil Corp | 5.5 | ||
| Alphabet Inc | 5.2 | ||
| Amazon Com Inc | 5.1 | ||
| AbbVie Inc | 5.0 | ||
| J P Morgan Chase & Co | 4.8 | ||
| Procter & Gamble Co | 4.7 | ||
| Emerson Electric Co | 3.9 | ||
| Caterpillar Inc | 3.4 | ||
| International Business Machines Corp | 3.4 | ||
| Abbott Laboratories | 3.3 | ||
| Costco Wholesale Corp /NEW | 3.0 | ||
| Johnson & Johnson | 2.9 | ||
| Palo Alto Networks Inc | 2.9 | ||
| Alphabet Inc | 2.7 | ||
| Verizon Communications Inc | 2.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 351 | 82.1 |
| (b) Individuals (high net worth individuals) | 174 | 479.6 |
| (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 | 2.6 |
| (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 | 8 | 6.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,282 | 570.3 |
| By Discretionary | ||
| Discretionary | 1,282 | 570.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,282 | 570.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 570.3 | |
| Total | 1,282 | 570.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001736260] |
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