Cornell Pochily Investment Advisors Inc.: Portfolio Activity Analysis for Q2 2026

Based on the latest filing data from Cornell Pochily Investment Advisors Inc., we can observe notable changes in their portfolio holdings during Q2 2026. The investment manager demonstrated significant buying activity, particularly adding exposure to specific sectors and individual stocks.

One of the most prominent additions was Vanguard's VUG ETF, which represents an allocation to Consumer Discretionary companies. This addition increased their portfolio weight in this sector, suggesting confidence in themes prevalent within these firms.

Another significant purchase was ISHARES TR HDV ETF, adding a smaller allocation to the investment mix. Additionally, direct equity holdings saw an increase with notable purchases like Booking Holdings (BKNG). The substantial share increase in BKNG indicates strong conviction towards this travel technology leader.

Conversely, Cornell Pochily Investment Advisors Inc. also showed significant selling activity during the quarter. The largest reduction was observed in ISHARES TR IBDR ETF, which experienced a substantial decrease in both shares and value due to large redemptions or exits.

Furthermore, they reduced their position in other iShares Trust ETFs such as ISHARES TR IBDS ETF, IBDT, and IBDV. They also decreased their stake in the Capital Group Growth ETF (CGGR) by a significant percentage.

While these are the most notable changes, there were other adjustments tracked within the investor's portfolio. The overall portfolio turnover rate was high, reflecting active management strategies focused on capitalizing on market opportunities and managing risk.