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GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.94B
1-Year Est. Return 32.92%
This Fund
S&P 500
This Quarter Est. Return
+11.15%
1 Year Est. Return
+32.92%
3 Year Est. Return
+88.93%
5 Year Est. Return
+112.53%
10 Year Est. Return
+348.41%
AUM
$1.63B
AUM Growth
+$103M
Cap. Flow
-$8.32M
Cap. Flow %
-0.51%
Top 10 Hldgs %
44.51%
Holding
263
New
14
Increased
89
Reduced
67
Closed
6

Top Buys

Rank Stock Value
1
EXP icon
Eagle Materials
EXP
+$19.2M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$16.7M
3
TSM icon
TSMC
TSM
+$15.2M
4
TMO icon
Thermo Fisher Scientific
TMO
+$2.44M
5
FISV
Fiserv Inc
FISV
+$1.37M

Top Sells

Rank Stock Value
1
EXPE icon
Expedia Group
EXPE
+$28M
2
CNH
CNH Industrial
CNH
+$22.1M
3
MU icon
Micron Technology
MU
+$15.9M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.31M
5
VST icon
Vistra
VST
+$994K

Sector Composition

Rank Sector Weight
1 Technology 24.69%
2 Financials 15.16%
3 Industrials 15.14%
4 Healthcare 8.63%
5 Consumer Discretionary 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEUR icon
226
iShares Core MSCI Europe ETF
IEUR
$9.17B
$270K 0.02%
4,075
– –
CIEN icon
227
Ciena
CIEN
$58.4B
$270K 0.02%
3,315
– –
BWA icon
228
BorgWarner
BWA
$13.9B
$268K 0.02%
8,000
– –
HRB icon
229
H&R Block
HRB
$5.86B
$263K 0.02%
4,800
– –
TMUS icon
230
T-Mobile US
TMUS
$190B
$263K 0.02%
1,103
-294
-21% -$71.8K
CF icon
231
CF Industries
CF
$17.3B
$262K 0.02%
2,850
– –
NVR icon
232
NVR
NVR
$17B
$251K 0.02%
34
– –
YUM icon
233
Yum! Brands
YUM
$41.1B
$249K 0.02%
1,680
– –
EFA icon
234
iShares MSCI EAFE ETF
EFA
$80.2B
$244K 0.01%
2,725
– –
PLXS icon
235
Plexus
PLXS
$7.23B
$244K 0.01%
1,800
– –
RNR icon
236
RenaissanceRe
RNR
$13.4B
$243K 0.01%
1,000
– –
XLV icon
237
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
$240K 0.01%
1,782
– –
MCHP icon
238
Microchip Technology
MCHP
$46B
$239K 0.01%
+3,400
New +$187K
ET icon
239
Energy Transfer Partners
ET
$69.3B
$238K 0.01%
+13,127
New +$229K
VLO icon
240
Valero Energy
VLO
$85.9B
$236K 0.01%
+1,753
New +$218K
IOO icon
241
iShares Global 100 ETF
IOO
$9.5B
$236K 0.01%
2,185
– –
VCSH icon
242
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$235K 0.01%
2,961
– –
NUE icon
243
Nucor
NUE
$62.1B
$233K 0.01%
1,800
– –
BUG icon
244
Global X Cybersecurity ETF
BUG
$1.46B
$230K 0.01%
+6,200
New +$213K
MDCX
245
Medicus Pharma
MDCX
$17M
$230K 0.01%
+76,911
New +$307K
MKL icon
246
Markel Group
MKL
$23.2B
$230K 0.01%
115
– –
SCHW
247
Charles Schwab
SCHW
$187B
$226K 0.01%
+2,472
New +$207K
SSNC icon
248
SS&C Technologies
SSNC
$18.6B
$219K 0.01%
2,642
– –
VIG icon
249
Vanguard Dividend Appreciation ETF
VIG
$114B
$217K 0.01%
1,061
+8
+0.8% +$1.55K
VT icon
250
Vanguard Total World Stock ETF
VT
$81.3B
$217K 0.01%
+1,685
New +$202K
7 8 9
10
11

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HCL
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OCM
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HC
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FFH
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BC
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CC
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DCM
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Guyasuta Investment Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Guyasuta Investment Advisors held 263 positions worth $1.63B, up 6.7% from $1.53B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Guyasuta Investment Advisors's Q2 2025 filing shows 14 new, 89 increased, 67 reduced and 6 closed positions. Its largest new stake was Truist Financial: 11,767 shares worth $506K. The largest sale was Expedia Group, an estimated $28M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 22% a quarter earlier, followed by Financials and Industrials.

  • Guyasuta Investment Advisors's largest Q2 2025 buy was Truist Financial: 11,767 shares worth $506K.
  • Guyasuta Investment Advisors added most to Eagle Materials in Q2 2025, an estimated $19.2M increase.
  • Guyasuta Investment Advisors's biggest Q2 2025 reduction was Expedia Group, cutting an estimated $28M.
  • Guyasuta Investment Advisors fully exited Canadian Pacific Kansas City in Q2 2025, selling an estimated $697K.
  • Guyasuta Investment Advisors's ten largest holdings make up 45% of its $1.63B portfolio in Q2 2025.
  • Guyasuta Investment Advisors opened 14 new positions and closed 6 in Q2 2025.
  • Guyasuta Investment Advisors's portfolio value rose 6.7% quarter-over-quarter to $1.63B.

Based on Guyasuta Investment Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.