VALICENTI ADVISORY SERVICES INC Diversified Active

Location: Elmira, NY

CIK: 0001080201 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 14, 2026

Total Value: $459M

Holdings (84)

SCHX SCHWAB US LARGE-CAP 7.9%
Value $36.1M Shares 1,408,154 Est. Cost $33.94 Unrealized
AAPL APPLE INC 5.9%
Value $27.2M Shares 107,196 Est. Cost $85.50 Unrealized +207.4%
AMZN AMAZON COM INC 4.9%
Value $22.62M Shares 108,630 Est. Cost $121.74 Unrealized +86.3%
GOOGL ALPHABET INC CLASS A 4.6%
Value $21.15M Shares 73,564 Est. Cost $109.52 Unrealized +195.2%
MSFT MICROSOFT CORP 4.4%
Value $20.11M Shares 54,323 Est. Cost $167.00 Unrealized +160.2%
JQUA JPMORGAN U.S. QUALITY FACTOR E 3.9%
Value $17.72M Shares 288,971 Est. Cost $56.85 Unrealized
GLW CORNING INC 3.6%
Value $16.55M Shares 121,710 Est. Cost $21.10 Unrealized +429.4%
JPM J.P. MORGAN CHASE & CO 3.4%
Value $15.7M Shares 53,354 Est. Cost $88.79 Unrealized +250.7%
SCHB SCHWAB US BROAD MARKET ETF 3.3%
Value $14.99M Shares 597,107 Est. Cost $35.48 Unrealized
WMT WALMART INC 3.2%
Value $14.85M Shares 119,517 Est. Cost $51.76 Unrealized +135.8%
BROADCOM INC 3.1%
Value $14.26M Shares 46,077 Est. Cost $262.40 Unrealized
RTX RAYTHEON TECHNOLOGIES CO 3.0%
Value $13.73M Shares 71,163 Est. Cost $63.17 Unrealized +211.3%
ISRG INTUITIVE SURGICAL 3.0%
Value $13.7M Shares 29,728 Est. Cost $281.63 Unrealized +85.0%
AMD ADVANCED MICRO DEVICES 2.5%
Value $11.5M Shares 56,530 Est. Cost $120.99 Unrealized +83.2%
CVX CHEVRON CORP 2.2%
Value $10.13M Shares 48,968 Est. Cost $95.56 Unrealized +79.8%
BRK/B BERKSHIRE HATHAWAY CL B 2.1%
Value $9.69M Shares 20,221 Est. Cost $450.62 Unrealized +9.5%
VZ VERIZON COMMUNICATIONS 2.0%
Value $9.112M Shares 181,519 Est. Cost $29.74 Unrealized +47.3%
VISA INC CL A 1.9%
Value $8.574M Shares 28,369 Est. Cost $345.28 Unrealized
NVDA NVIDIA CORP 1.8%
Value $8.387M Shares 48,093 Est. Cost $122.51 Unrealized +52.3%
MGK VANGUARD MEGA CAP GROWTH INDEX 1.7%
Value $7.618M Shares 20,733 Est. Cost $238.26 Unrealized
PEP PEPSICO INC 1.6%
Value $7.43M Shares 47,844 Est. Cost $111.07 Unrealized +39.3%
NOC NORTHROP GRUMMAN CORP 1.5%
Value $6.938M Shares 10,169 Est. Cost $331.36 Unrealized +103.3%
AZN ASTRAZENECA PLC F 1.3%
Value $6.15M Shares 31,185 Est. Cost $190.39 Unrealized 0.0%
COST COSTCO WHOLESALE CORP 1.2%
Value $5.29M Shares 5,309 Est. Cost $949.59 Unrealized +1.5%
IHI ISHARES US MEDICAL DEVICES ETF 1.1%
Value $5.045M Shares 94,555 Est. Cost $62.15 Unrealized
LOW LOWE'S COMPANIES INC 1.1%
Value $4.851M Shares 20,532 Est. Cost $100.40 Unrealized +170.4%
NFLX NETFLIX INC 1.0%
Value $4.705M Shares 48,935 Est. Cost $96.75 Unrealized -13.3%
ZS ZSCALER INC 1.0%
Value $4.681M Shares 33,365 Est. Cost $205.26 Unrealized -5.8%
IBM IBM CORP 1.0%
Value $4.416M Shares 18,218 Est. Cost $167.27 Unrealized +69.7%
PANW PALO ALTO NETWORKS INC 1.0%
Value $4.376M Shares 27,293 Est. Cost $172.19 Unrealized -0.0%
TDY TELEDYNE TECHNOLOGIES INC 0.9%
Value $4.323M Shares 7,145 Est. Cost $439.38 Unrealized +39.7%
ASML ASML HLDG N V F SPONSORED ADR 0.9%
Value $4.099M Shares 3,103 Est. Cost $1003.98 Unrealized
MCD MCDONALDS CORP 0.9%
Value $4.01M Shares 12,901 Est. Cost $264.40 Unrealized +20.0%
SCHF SCHWAB INTERNATIONAL EQUITY 0.9%
Value $3.972M Shares 160,494 Est. Cost $24.21 Unrealized
UNP UNION PACIFIC CORP 0.8%
Value $3.858M Shares 15,903 Est. Cost $117.43 Unrealized +107.2%
XLE SECTOR SPDR ENERGY SELECT SHAR 0.8%
Value $3.625M Shares 59,170 Est. Cost $51.54 Unrealized
UTES VIRTUS REAVES UTILITIES ETF 0.7%
Value $3.33M Shares 41,680 Est. Cost $83.35 Unrealized
GRMN GARMIN LTD 0.7%
Value $3.219M Shares 13,874 Est. Cost $65.86 Unrealized +225.7%
GSEW GLDMN SCH EQL WGHT US LRG CAP 0.7%
Value $3.179M Shares 37,549 Est. Cost $79.90 Unrealized
THLLY THALES SA F UNSPONSORED ADR 1 0.7%
Value $3.166M Shares 53,843 Est. Cost $31.44 Unrealized
TRP TC ENERGY CORP 0.7%
Value $3.112M Shares 49,715 Est. Cost $48.54 Unrealized +19.9%
ZOETIS INC 0.7%
Value $3.081M Shares 26,063 Est. Cost $86.84 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.6%
Value $2.971M Shares 45,595 Est. Cost $65.16 Unrealized
GS GOLDMAN SACHS GROUP INC 0.6%
Value $2.951M Shares 3,488 Est. Cost $137.46 Unrealized +578.5%
RSPT INVESCO S&P 500 EQ WT TECHNOLO 0.6%
Value $2.537M Shares 56,054 Est. Cost $32.79 Unrealized
ROST ROSS STORES INC 0.5%
Value $2.4M Shares 11,077 Est. Cost $146.43 Unrealized +31.4%
ROL ROLLINS INC 0.5%
Value $2.373M Shares 44,430 Est. Cost $44.72 Unrealized +38.3%
IBB ISHARES NASDAQ BIOTECH INDX 0.5%
Value $2.245M Shares 13,295 Est. Cost $142.81 Unrealized
IAI ISHARES US BRKR-DEALRS SEC EXC 0.5%
Value $2.128M Shares 12,960 Est. Cost $164.20 Unrealized
JIRE JPMORGAN INTERN RESRCH ENH EQT 0.5%
Value $2.108M Shares 27,837 Est. Cost $66.12 Unrealized
SALESFORCE.COM INC 0.5%
Value $2.088M Shares 11,188 Est. Cost $271.39 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.4%
Value $1.991M Shares 20,100 Est. Cost $73.50 Unrealized +10.3%
KO COCA-COLA CO 0.4%
Value $1.97M Shares 25,908 Est. Cost $38.80 Unrealized +92.7%
GLDM SPDR GOLD MINISHARES 0.4%
Value $1.855M Shares 20,008 Est. Cost $48.95 Unrealized
PM PHILIP MORRIS INTERNATIONAL IN 0.4%
Value $1.788M Shares 10,812 Est. Cost $70.33 Unrealized +150.1%
AMAT APPLIED MATERIALS INC 0.4%
Value $1.682M Shares 4,920 Est. Cost $39.35 Unrealized +729.9%
IFLN INVESCO BLOOMBERG ENHANCED FAL 0.3%
Value $1.596M Shares 88,977 Est. Cost $17.94 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value $1.579M Shares 9,304 Est. Cost $69.38 Unrealized +100.0%
STZ CONSTELLATION BRAND CL A 0.3%
Value $1.402M Shares 9,345 Est. Cost $156.14 Unrealized -0.1%
MO ALTRIA GROUP INC 0.3%
Value $1.293M Shares 19,597 Est. Cost $25.04 Unrealized +151.7%
GOOG ALPHABET INC CLASS C 0.3%
Value $1.219M Shares 4,251 Est. Cost $124.96 Unrealized +159.0%
SPY SPDR S&P 500 ETF 0.3%
Value $1.15M Shares 1,768 Est. Cost $244.52 Unrealized
CTRE CARETRUST REIT INC 0.2%
Value $1.101M Shares 30,050 Est. Cost $23.51 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.2%
Value $886K Shares 28,874 Est. Cost $39.15 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value $681K Shares 1,600 Est. Cost $533.84 Unrealized -9.1%
QQQ INVESCO QQQ TRUST 0.1%
Value $624K Shares 1,081 Est. Cost $417.05 Unrealized
CSCO CISCO SYSTEMS INC 0.1%
Value $573K Shares 7,391 Est. Cost $34.74 Unrealized +124.3%
SCHG SCHWAB U.S. LARGE-CAP GROWTH E 0.1%
Value $548K Shares 18,816 Est. Cost $44.45 Unrealized
MRK MERCK & CO INC 0.1%
Value $497K Shares 4,132 Est. Cost $81.01 Unrealized +41.1%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value $444K Shares 7,708 Est. Cost $38.90 Unrealized +49.5%
XLI INDUSTRIAL SELECT SECTOR 0.1%
Value $400K Shares 2,473 Est. Cost $123.75 Unrealized
IAU ISHARES GOLD ETF 0.1%
Value $369K Shares 4,180 Est. Cost $44.52 Unrealized
META META PLATFORMS INC 0.1%
Value $364K Shares 636 Est. Cost $511.04 Unrealized +28.3%
XLK TECHNOLOGY SPDR 0.1%
Value $265K Shares 1,994 Est. Cost $143.98 Unrealized
CURRENCYSHARES SWISS FRANC TRU 0.1%
Value $255K Shares 2,310 Est. Cost $110.39 Unrealized
GE GE AEROSPACE 0.1%
Value $244K Shares 861 Est. Cost $220.12 Unrealized +44.6%
BDX BECTON DICKSON AND COMPANY 0.1%
Value $232K Shares 1,475 Est. Cost $227.88 Unrealized -26.4%
JEPQ J P MORGAN NASDAQ EQT PRM INC 0.1%
Value $230K Shares 4,145 Est. Cost $55.49 Unrealized
VANECK GOLD MINERS ETF 0.0%
Value $229K Shares 2,500 Est. Cost $85.60 Unrealized
BALI ISHARES ADVANTG LRG CAP INCME 0.0%
Value $229K Shares 7,446 Est. Cost $30.75 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value $223K Shares 374 Est. Cost $628.34 Unrealized
DIS WALT DISNEY CO 0.0%
Value $218K Shares 2,257 Est. Cost $134.59 Unrealized -18.7%
PZT INVESCO INSURED NY MUNI BOND P 0.0%
Value $205K Shares 9,281 Est. Cost $22.34 Unrealized
CHMG CHEMUNG FINANCIAL CORP 0.0%
Value $201K Shares 3,730 Est. Cost $52.76 Unrealized +10.3%