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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
+2.95%
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
$1.75B
AUM Growth
+$14.3M
Cap. Flow
-$11.7M
Cap. Flow %
-0.67%
Top 10 Hldgs %
45.1%
Holding
279
New
18
Increased
73
Reduced
79
Closed
15

Top Buys

Rank Stock Value
1
WMT icon
Walmart Inc
WMT
+$11.8M
2
TSM icon
TSMC
TSM
+$9.37M
3
LRCX icon
Lam Research
LRCX
+$1.97M
4
AVGO icon
Broadcom
AVGO
+$1.85M
5
RSG icon
Republic Services
RSG
+$1.47M

Top Sells

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$22M
2
ACN icon
Accenture
ACN
+$12.4M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.49M
4
VST icon
Vistra
VST
+$2.21M
5
BDX icon
Becton Dickinson
BDX
+$1.66M

Sector Composition

Rank Sector Weight
1 Technology 23.87%
2 Financials 14.87%
3 Industrials 13.35%
4 Healthcare 10.04%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RNR icon
226
RenaissanceRe
RNR
$13.2B
$281K 0.02%
1,000
– –
HAL icon
227
Halliburton
HAL
$28B
$278K 0.02%
+9,828
New +$259K
IOO icon
228
iShares Global 100 ETF
IOO
$9.47B
$277K 0.02%
2,185
– –
EPD icon
229
Enterprise Products Partners
EPD
$82.2B
$275K 0.02%
8,562
+34
+0.4% +$1.07K
CVS icon
230
CVS Health
CVS
$122B
$271K 0.02%
3,420
+11
+0.3% +$867
PEG icon
231
Public Service Enterprise Group
PEG
$37.2B
$271K 0.02%
3,379
– –
PLXS icon
232
Plexus
PLXS
$7.16B
$265K 0.02%
1,800
– –
SPYM
233
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$264K 0.02%
3,296
+22
+0.7% +$1.75K
EFA icon
234
iShares MSCI EAFE ETF
EFA
$79.8B
$262K 0.01%
2,725
– –
YUM icon
235
Yum! Brands
YUM
$39.7B
$254K 0.01%
1,680
– –
NOW icon
236
ServiceNow
NOW
$132B
$253K 0.01%
1,650
– –
XLP icon
237
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$251K 0.01%
3,232
– –
VIG icon
238
Vanguard Dividend Appreciation ETF
VIG
$114B
$251K 0.01%
1,140
-1
-0.1% -$218
NVR icon
239
NVR
NVR
$16.8B
$248K 0.01%
34
– –
MKL icon
240
Markel Group
MKL
$22.8B
$247K 0.01%
115
– –
KMT icon
241
Kennametal
KMT
$2.41B
$247K 0.01%
+8,700
New +$222K
SCHW
242
Charles Schwab
SCHW
$188B
$247K 0.01%
2,472
– –
XLE icon
243
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$241K 0.01%
5,397
+71
+1% +$3.16K
VT icon
244
Vanguard Total World Stock ETF
VT
$81.2B
$233K 0.01%
1,655
-31
-2% -$4.33K
SSNC icon
245
SS&C Technologies
SSNC
$18.7B
$231K 0.01%
2,642
– –
GSK icon
246
GSK
GSK
$104B
$229K 0.01%
4,663
+3
+0.1% +$140
GS icon
247
Goldman Sachs
GS
$301B
$226K 0.01%
257
+1
+0.4% +$816
EVRG icon
248
Evergy
EVRG
$18.9B
$226K 0.01%
3,115
– –
OMC icon
249
Omnicom Group
OMC
$23.2B
$226K 0.01%
+2,795
New +$214K
MCK icon
250
McKesson
MCK
$103B
$221K 0.01%
270
– –
8 9
10
11 12

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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 Q4 2025 Portfolio in Review

As of Q4 2025, Guyasuta Investment Advisors held 279 positions worth $1.75B, up 0.82% from $1.74B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Guyasuta Investment Advisors's Q4 2025 filing shows 18 new, 73 increased, 79 reduced and 15 closed positions. Its largest new stake was Keysight: 5,597 shares worth $1.14M. The largest sale was Fiserv Inc, an estimated $22M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 25% a quarter earlier, followed by Financials and Industrials.

  • Guyasuta Investment Advisors's largest Q4 2025 buy was Keysight: 5,597 shares worth $1.14M.
  • Guyasuta Investment Advisors added most to Walmart Inc in Q4 2025, an estimated $11.8M increase.
  • Guyasuta Investment Advisors's biggest Q4 2025 reduction was Alphabet (Google) Class C, cutting an estimated $3.49M.
  • Guyasuta Investment Advisors fully exited Fiserv Inc in Q4 2025, selling an estimated $22M.
  • Guyasuta Investment Advisors's ten largest holdings make up 45% of its $1.75B portfolio in Q4 2025.
  • Guyasuta Investment Advisors opened 18 new positions and closed 15 in Q4 2025.
  • Guyasuta Investment Advisors's portfolio value rose 0.82% quarter-over-quarter to $1.75B.

Based on Guyasuta Investment Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.