Cornell Pochily Investment Advisors, Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison

Investment Portfolio Changes: Q3 2023 vs. Q4 2023

Cornell Pochily Investment Advisors, Inc. has recently released its latest 13F filing, which provides insights into the changes made to their investment portfolio in the third and fourth quarters of 2023. The 13F filing is a quarterly report that institutional investment managers with assets over $100 million must file with the Securities and Exchange Commission (SEC). It provides a window into the holdings and changes made by these investment managers. In this blog post, we will analyze the shifts in Cornell Pochily's investment portfolio and highlight the noteworthy changes in their holdings.

1. APPLE INC (AAPL)

- Q3 2023 (SHARES): 110,693

- Q4 2023 (SHARES): 107,957

- Q3 2023 VALUE ($000): 18,951

- Q4 2023 VALUE ($000): 20,785

- Percentage Change: 9.7%

Apple Inc, a prominent technology company, saw a slight decrease in Cornell Pochily's holdings in the fourth quarter of 2023 compared to the previous quarter. Despite the decrease in shares, the value of their holding went up by 9.7%.

2. SPDR S&P 500 ETF TR (SPY)

- Q3 2023 (SHARES): 17,411

- Q4 2023 (SHARES): 17,431

- Q3 2023 VALUE ($000): 7,442

- Q4 2023 VALUE ($000): 8,285

- Percentage Change: 11.3%

Cornell Pochily maintained a relatively stable position in SPDR S&P 500 ETF TR, an exchange-traded fund that tracks the performance of the S&P 500 index. The slight increase in shares led to an 11.3% higher value in their holdings.

3. MICROSOFT CORP (MSFT)

- Q3 2023 (SHARES): 20,547

- Q4 2023 (SHARES): 20,397

- Q3 2023 VALUE ($000): 6,487

- Q4 2023 VALUE ($000): 7,670

- Percentage Change: 18.2%

Cornell Pochily reduced their holdings in Microsoft Corp in the fourth quarter of 2023. Despite the decrease in shares, the value increased by an impressive 18.2%.

4. ISHARES TR (ITOT)

- Q3 2023 (SHARES): 66,892

- Q4 2023 (SHARES): 66,974

- Q3 2023 VALUE ($000): 6,300

- Q4 2023 VALUE ($000): 7,047

- Percentage Change: 11.9%

Cornell Pochily maintained a relatively stable position in iShares TR, an exchange-traded fund that tracks the performance of the total U.S. stock market. The slight increase in shares led to an 11.9% higher value in their holdings.

5. TOMPKINS FINL CORP (TMP)

- Q3 2023 (SHARES): 122,484

- Q4 2023 (SHARES): 113,156

- Q3 2023 VALUE ($000): 6,000

- Q4 2023 VALUE ($000): 6,815

- Percentage Change: 13.6%

Cornell Pochily reduced their holdings in Tompkins Finl Corp, a financial services company, in the fourth quarter of 2023. Despite the decrease in shares, the value increased by 13.6%.

These are just a few examples of the changes made to Cornell Pochily Investment Advisors, Inc.'s investment portfolio in the third and fourth quarters of 2023. It is important to note that these changes can be influenced by various factors, including market conditions, investment strategies, and individual company performance.

Investors and market observers often closely follow the 13F filings of institutional investment managers to gain insights into their investment decisions and identify potential investment opportunities. While the 13F filing provides valuable information, it is crucial to conduct thorough research and analysis before making any investment decisions.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as investment advice.