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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
+8.29%
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
$1.74B
AUM Growth
+$106M
Cap. Flow
-$4.03M
Cap. Flow %
-0.23%
Top 10 Hldgs %
45.02%
Holding
269
New
12
Increased
70
Reduced
83
Closed
8

Top Buys

Rank Stock Value
1
NFLX icon
Netflix
NFLX
+$17.8M
2
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.6M
3
FISV
Fiserv Inc
FISV
+$2.1M
4
GPK icon
Graphic Packaging
GPK
+$1.26M
5
JEF icon
Jefferies Financial Group
JEF
+$915K

Top Sells

Rank Stock Value
1
CNH
CNH Industrial
CNH
+$19.9M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.74M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
4
VST icon
Vistra
VST
+$1.16M
5
CLS icon
Celestica
CLS
+$933K

Sector Composition

Rank Sector Weight
1 Technology 24.94%
2 Financials 14.73%
3 Industrials 13.24%
4 Healthcare 9.02%
5 Communication Services 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFC icon
226
Wells Fargo
WFC
$265B
$273K 0.02%
3,259
-998
-23% -$80.9K
XLV icon
227
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$270K 0.02%
1,940
+158
+9% +$21.4K
EPD icon
228
Enterprise Products Partners
EPD
$82.2B
$267K 0.02%
8,528
-6,966
-45% -$220K
IOO icon
229
iShares Global 100 ETF
IOO
$9.47B
$262K 0.02%
2,185
– –
PLXS icon
230
Plexus
PLXS
$7.16B
$260K 0.02%
1,800
– –
NRP icon
231
Natural Resource Partners
NRP
$1.39B
$258K 0.01%
+2,460
New +$250K
CVS icon
232
CVS Health
CVS
$122B
$257K 0.01%
3,409
-1,304
-28% -$89.4K
SPYM
233
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$257K 0.01%
3,274
-2,034
-38% -$153K
CF icon
234
CF Industries
CF
$18.4B
$256K 0.01%
2,850
– –
YUM icon
235
Yum! Brands
YUM
$39.7B
$255K 0.01%
1,680
– –
EFA icon
236
iShares MSCI EAFE ETF
EFA
$79.8B
$254K 0.01%
2,725
– –
RNR icon
237
RenaissanceRe
RNR
$13.2B
$254K 0.01%
1,000
– –
XLP icon
238
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$253K 0.01%
3,232
-600
-16% -$48.5K
CTVA icon
239
Corteva
CTVA
$51B
$249K 0.01%
3,678
– –
VIG icon
240
Vanguard Dividend Appreciation ETF
VIG
$114B
$246K 0.01%
1,141
+80
+8% +$16.8K
NUE icon
241
Nucor
NUE
$62.5B
$244K 0.01%
1,800
– –
TMUS icon
242
T-Mobile US
TMUS
$191B
$243K 0.01%
1,016
-87
-8% -$21.1K
HRB icon
243
H&R Block
HRB
$5.82B
$243K 0.01%
4,800
– –
XLE icon
244
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$238K 0.01%
5,326
+278
+6% +$12.2K
EVRG icon
245
Evergy
EVRG
$18.9B
$237K 0.01%
3,115
– –
SCHW
246
Charles Schwab
SCHW
$188B
$236K 0.01%
2,472
– –
SSNC icon
247
SS&C Technologies
SSNC
$18.7B
$235K 0.01%
2,642
– –
VT icon
248
Vanguard Total World Stock ETF
VT
$81.2B
$232K 0.01%
1,686
+1
+0.1% +$133
IPG
249
DELISTED
Interpublic Group of Companies
IPG
$227K 0.01%
+8,127
New +$210K
ET icon
250
Energy Transfer Partners
ET
$70.9B
$226K 0.01%
13,194
+67
+0.5% +$1.17K
7 8 9
10
11

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HCL
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OCM
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FFH
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CC
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DCM
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Guyasuta Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Guyasuta Investment Advisors held 269 positions worth $1.74B, up 6.5% from $1.63B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Guyasuta Investment Advisors's Q3 2025 filing shows 12 new, 70 increased, 83 reduced and 8 closed positions. Its largest new stake was Graphic Packaging: 57,775 shares worth $1.13M. The largest sale was CNH Industrial, an estimated $19.9M.

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

  • Guyasuta Investment Advisors's largest Q3 2025 buy was Graphic Packaging: 57,775 shares worth $1.13M.
  • Guyasuta Investment Advisors added most to Netflix in Q3 2025, an estimated $17.8M increase.
  • Guyasuta Investment Advisors's biggest Q3 2025 reduction was CNH Industrial, cutting an estimated $19.9M.
  • Guyasuta Investment Advisors fully exited MRC Global in Q3 2025, selling an estimated $346K.
  • Guyasuta Investment Advisors's ten largest holdings make up 45% of its $1.74B portfolio in Q3 2025.
  • Guyasuta Investment Advisors opened 12 new positions and closed 8 in Q3 2025.
  • Guyasuta Investment Advisors's portfolio value rose 6.5% quarter-over-quarter to $1.74B.

Based on Guyasuta Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.