Guyasuta Investment Advisors
PITTSBURGH, PAfiles as GUYASUTA INVESTMENT ADVISORS INC
$1.9bn in 276 US stocks at the end of 30 June 2026. The top 10 are 40.3% of the money. It changed about 7.9% of the portfolio this quarter.
Value
$1.9bn
Stocks
276
Top 10 share
40.3%
Turnover
7.9%
What changed this quarter
New
Bought for the first time this quarter.
- Ulta BeautyULTA0.4% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- Vanguard Wellington FDVFMV<0.1% of the fund
- CrowdStrike HoldingsCRWD<0.1% of the fund
- ATIATI<0.1% of the fund
- Invesco Exchange Traded FD TXMHQ<0.1% of the fund
- Axalta Coating SystemsAXTA<0.1% of the fund
- Fifth Third BancorpFITB<0.1% of the fund
- American Centy ETF TRAVEM<0.1% of the fund
- Ishares TRIGIB<0.1% of the fund
- QualcommQCOM<0.1% of the fund
- IsharesEZU<0.1% of the fund
- Innovative Industrial PropertiesIIPR<0.1% of the fund
- Ishares TRIWP<0.1% of the fund
- Ishares TRSLQD<0.1% of the fund
- International PaperIP<0.1% of the fund
Added
Bought more of a stock they already held.
- McDonald'sMCD1.5% of the fund+3%
- WalmartWMT1.0% of the fund+43%
- Vulcan MaterialsVMC0.8% of the fund+3%
- NetflixNFLX0.8% of the fund+8%
- International Business MachinesIBM0.7% of the fund+2%
- Schwab Strategic TRSCHD0.2% of the fund+5%
- Vanguard Index FDSVOO0.1% of the fund+2%
- Cisco SystemsCSCO<0.1% of the fund+3%
- Ishares TRIJH<0.1% of the fund+7%
- Select Sector Spdr TRXLK<0.1% of the fund+4%
- Spdr Gold TRGLD<0.1% of the fund+15%
- Vanguard Specialized FundsVIG<0.1% of the fund+24%
- Wisdomtree TRDGRW<0.1% of the fund+80%
- Palantir TechnologiesPLTR<0.1% of the fund+4%
- Select Sector Spdr TRXLF<0.1% of the fund+6%
- Schwab Strategic TRSCHX<0.1% of the fund+6%
- CitigroupC<0.1% of the fund+13%
- Vanguard Intl Equity Index FVWO<0.1% of the fund+8%
- Ishares TRDIVB<0.1% of the fund+25%
- Qnity ElectronicsQ<0.1% of the fund+18%
- Vanguard BD Index FDSBSV<0.1% of the fund+7%
- Select Sector Spdr TRXLV<0.1% of the fund+3%
- Walt DisneyDIS<0.1% of the fund+7%
- Goldman Sachs GroupGS<0.1% of the fund+24%
- Select Sector Spdr TRXLE<0.1% of the fund+3%
Cut
Sold some of their stake.
- AlphabetGOOG6.5% of the fund-3%
- Applied MaterialsAMAT4.1% of the fund-4%
- Wesco InternationalWCC1.9% of the fund-2%
- Becton DickinsonBDX1.2% of the fund-5%
- CencoraCOR0.8% of the fund-3%
- Coca-ColaKO0.5% of the fund-3%
- Automatic Data ProcessingADP0.5% of the fund-3%
- Packaging Corp of AmericaPKG0.3% of the fund-3%
- Vanguard Ultra-ShortVGUS0.3% of the fund-8%
- UnileverUL0.3% of the fund-3%
- BroadcomAVGO0.3% of the fund-4%
- Parker-HannifinPH0.2% of the fund-7%
- L3harris TechnologiesLHX0.2% of the fund-3%
- Ishares TRICSH0.2% of the fund-4%
- United Parcel ServiceUPS0.1% of the fund-13%
- Bank of New York MellonBNY0.1% of the fund-6%
- Dell TechnologiesDELL0.1% of the fund-38%
- PfizerPFE0.1% of the fund-6%
- IntelINTC0.1% of the fund-3%
- Invesco QQQ TRQQQ0.1% of the fund-4%
- ComcastCMCSA0.1% of the fund-17%
- CumminsCMI0.1% of the fund-6%
- IdexIEX0.1% of the fund-3%
- Abbott LaboratoriesABT0.1% of the fund-17%
- Lockheed MartinLMT<0.1% of the fund-20%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- BorgwarnerBWA-100%
- Novo Nordisk A SNVO-100%
- BPBP-100%
- Builders FirstSourceBLDR-100%
- ShellSHEL-100%
- IntuitINTU-100%
- Kayne Anderson Energy Infrastructure FundKYN-100%
Holdings
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.4%
- Value
- $7m
- Shares
- 9,735
Held
- Ishares TRIVV
- Share
- 0.4%
- Value
- $7m
- Shares
- 9,255
Held
- Vanguard Index FDSVTI
- Share
- 0.3%
- Value
- $7m
- Shares
- 18,122
Held
- Vanguard Scottsdale FDSVCSH
- Share
- 0.3%
- Value
- $6m
- Shares
- 73,511
Held
- Vanguard Ultra-ShortVGUS
- Share
- 0.3%
- Value
- $5m
- Shares
- 71,152
-8%
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.3%
- Value
- $5m
- Shares
- 7
Held
- UnileverUL
- Share
- 0.3%
- Value
- $5m
- Shares
- 86,003
-3%
- Ishares TRIWB
- Share
- 0.3%
- Value
- $5m
- Shares
- 12,128
Held
- Vanguard Index FDSVUG
- Share
- 0.2%
- Value
- $4m
- Shares
- 48,762
Held
- Vanguard Whitehall FDSVYM
- Share
- 0.2%
- Value
- $4m
- Shares
- 25,895
Held
- Schwab Strategic TRSCHD
- Share
- 0.2%
- Value
- $4m
- Shares
- 124,501
+5%
- Ishares TRICSH
- Share
- 0.2%
- Value
- $3m
- Shares
- 68,235
-4%
- Vanguard Index FDSVOO
- Share
- 0.1%
- Value
- $3m
- Shares
- 3,716
+2%
- Invesco QQQ TRQQQ
- Share
- 0.1%
- Value
- $2m
- Shares
- 3,101
-4%
- Invesco Exchange Traded FD TRSP
- Share
- 0.1%
- Value
- $2m
- Shares
- 10,052
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AlphabetGOOG | 6.5% | $126m | 357,169 | -3% |
| MicrosoftMSFT | 5.0% | $97m | 260,246 | Held |
| Berkshire HathawayBRK-B | 4.6% | $90m | 179,211 | Held |
| Applied MaterialsAMAT | 4.1% | $79m | 109,153 | -4% |
| MastercardMA | 4.0% | $77m | 149,615 | Held |
| Republic ServicesRSG | 3.8% | $74m | 346,955 | Held |
| PNC Financial Services GroupPNC | 3.2% | $62m | 250,953 | Held |
| TE ConnectivityTEL | 3.0% | $59m | 292,809 | Held |
| Thermo Fisher ScientificTMO | 3.0% | $58m | 115,679 | Held |
| VistraVST | 3.0% | $58m | 364,751 | Held |
| Taiwan Semiconductor ManufacturingTSM | 2.9% | $57m | 118,491 | Held |
| ASML Holding NVASML | 2.8% | $53m | 26,829 | Held |
| Quanta ServicesPWR | 2.6% | $51m | 70,447 | Held |
| LindeLIN | 2.4% | $47m | 90,612 | Held |
| ChevronCVX | 2.2% | $43m | 261,791 | Held |
| Amazon.comAMZN | 2.0% | $39m | 165,245 | Held |
| Lowe's CompaniesLOW | 2.0% | $39m | 177,911 | Held |
| Wesco InternationalWCC | 1.9% | $38m | 108,709 | -2% |
| Texas InstrumentsTXN | 1.8% | $34m | 115,250 | Held |
| McDonald'sMCD | 1.5% | $30m | 109,576 | +3% |
| NvidiaNVDA | 1.4% | $27m | 134,166 | Held |
| AppleAAPL | 1.4% | $26m | 91,383 | Held |
| Johnson & JohnsonJNJ | 1.3% | $26m | 102,689 | Held |
| Palo Alto NetworksPANW | 1.3% | $26m | 75,888 | Held |
| Becton DickinsonBDX | 1.2% | $24m | 158,657 | -5% |
| Eagle MaterialsEXP | 1.1% | $22m | 96,301 | Held |
| Ferguson EnterprisesFERG | 1.0% | $20m | 83,045 | Held |
| WalmartWMT | 1.0% | $19m | 169,826 | +43% |
| Meta PlatformsMETA | 0.9% | $17m | 29,503 | Held |
| CaterpillarCAT | 0.9% | $17m | 15,554 | Held |
| Vulcan MaterialsVMC | 0.8% | $16m | 55,721 | +3% |
| CencoraCOR | 0.8% | $16m | 56,463 | -3% |
| NetflixNFLX | 0.8% | $15m | 207,053 | +8% |
| ExxonMobil HoldingsXOM | 0.7% | $14m | 100,106 | Held |
| PepsiCoPEP | 0.7% | $14m | 100,489 | Held |
| International Business MachinesIBM | 0.7% | $13m | 47,200 | +2% |
| Procter & GamblePG | 0.7% | $13m | 88,689 | Held |
| Emerson ElectricEMR | 0.6% | $11m | 77,045 | Held |
| JPMorgan ChaseJPM | 0.6% | $11m | 32,545 | Held |
| AlphabetGOOGL | 0.5% | $11m | 29,732 | Held |
| Coca-ColaKO | 0.5% | $11m | 130,158 | -3% |
| Automatic Data ProcessingADP | 0.5% | $11m | 47,151 | -3% |
| MerckMRK | 0.4% | $8m | 65,671 | Held |
| Ulta BeautyULTA | 0.4% | $8m | 17,481 | New |
| CelesticaCLS | 0.4% | $8m | 21,382 | Held |
| Home DepotHD | 0.4% | $8m | 21,521 | Held |
| Micron TechnologyMU | 0.4% | $7m | 6,480 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.4% | $7m | 9,735 | Held |
| AbbVieABBV | 0.4% | $7m | 28,312 | Held |
| Ishares TRIVV | 0.4% | $7m | 9,255 | Held |
| Vanguard Index FDSVTI | 0.3% | $7m | 18,122 | Held |
| PPG IndustriesPPG | 0.3% | $6m | 50,342 | Held |
| Packaging Corp of AmericaPKG | 0.3% | $6m | 25,433 | -3% |
| Lam ResearchLRCX | 0.3% | $6m | 13,790 | Held |
| General ElectricGE | 0.3% | $6m | 15,866 | Held |
| Vanguard Scottsdale FDSVCSH | 0.3% | $6m | 73,511 | Held |
| Vanguard Ultra-ShortVGUS | 0.3% | $5m | 71,152 | -8% |
| Berkshire Hathaway INC DELBRK-A | 0.3% | $5m | 7 | Held |
| UnileverUL | 0.3% | $5m | 86,003 | -3% |
| BroadcomAVGO | 0.3% | $5m | 13,660 | -4% |
| Philip Morris InternationalPM | 0.3% | $5m | 28,174 | Held |
| Ishares TRIWB | 0.3% | $5m | 12,128 | Held |
| Parker-HannifinPH | 0.2% | $5m | 4,649 | -7% |
| GE VernovaGEV | 0.2% | $4m | 3,748 | Held |
| Rockwell AutomationROK | 0.2% | $4m | 8,623 | Held |
| Vanguard Index FDSVUG | 0.2% | $4m | 48,762 | Held |
| Vanguard Whitehall FDSVYM | 0.2% | $4m | 25,895 | Held |
| Colgate-PalmoliveCL | 0.2% | $4m | 44,219 | Held |
| Schwab Strategic TRSCHD | 0.2% | $4m | 124,501 | +5% |
| DeereDE | 0.2% | $4m | 6,058 | Held |
| Advanced Micro DevicesAMD | 0.2% | $4m | 6,573 | Held |
| L3harris TechnologiesLHX | 0.2% | $4m | 12,302 | -3% |
| RTXRTX | 0.2% | $4m | 18,832 | Held |
| Union PacificUNP | 0.2% | $3m | 12,819 | Held |
| Ishares TRICSH | 0.2% | $3m | 68,235 | -4% |
| Applied Industrial TechnologiesAIT | 0.2% | $3m | 10,155 | Held |
| Waste ManagementWM | 0.2% | $3m | 14,552 | Held |
| Garrett MotionGTX | 0.2% | $3m | 87,805 | Held |
| Eli LillyLLY | 0.2% | $3m | 2,574 | Held |
| United Parcel ServiceUPS | 0.1% | $3m | 26,847 | -13% |
| Bank of New York MellonBNY | 0.1% | $3m | 19,935 | -6% |
| Dell TechnologiesDELL | 0.1% | $3m | 6,491 | -38% |
| PfizerPFE | 0.1% | $3m | 113,231 | -6% |
| Bristol-Myers SquibbBMY | 0.1% | $3m | 46,071 | Held |
| Watts Water TechnologiesWTS | 0.1% | $3m | 6,650 | Held |
| IntelINTC | 0.1% | $3m | 18,624 | -3% |
| Vanguard Index FDSVOO | 0.1% | $3m | 3,716 | +2% |
| Trane TechnologiesTT | 0.1% | $3m | 5,183 | Held |
| Invesco QQQ TRQQQ | 0.1% | $2m | 3,101 | -4% |
| Costco WholesaleCOST | 0.1% | $2m | 2,377 | Held |
| ComcastCMCSA | 0.1% | $2m | 89,117 | -17% |
| Invesco Exchange Traded FD TRSP | 0.1% | $2m | 10,052 | Held |
| CumminsCMI | 0.1% | $2m | 2,984 | -6% |
| IdexIEX | 0.1% | $2m | 9,209 | -3% |
| TeslaTSLA | 0.1% | $2m | 4,912 | Held |
| Abbott LaboratoriesABT | 0.1% | $2m | 22,694 | -17% |
| RPM InternationalRPM | 0.1% | $2m | 18,398 | Held |
| ChubbCB | 0.1% | $2m | 5,749 | Held |
| Lockheed MartinLMT | <0.1% | $2m | 3,746 | -20% |
| VisaV | <0.1% | $2m | 5,352 | Held |
Showing the largest 100 of 276.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 18.5% since 30 June 2025.
Where the money is
Technology24.0%
Industrials17.8%
Financial services13.3%
Media & telecom8.9%
Health care8.2%
Retail & consumer6.9%
Materials5.4%
Everyday goods3.8%
Energy3.2%
Utilities3.1%
Real estate0.1%
Other5.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.