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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
+0.9%
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
$1.73B
AUM Growth
-$25.2M
Cap. Flow
-$4.72M
Cap. Flow %
-0.27%
Top 10 Hldgs %
41.35%
Holding
277
New
13
Increased
76
Reduced
84
Closed
9

Top Buys

Rank Stock Value
1
PANW icon
Palo Alto Networks
PANW
+$12.1M
2
VGUS
Vanguard Ultra-Short Treasury ETF
VGUS
+$5.02M
3
AMZN icon
Amazon
AMZN
+$4.51M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$3.6M
5
BX icon
Blackstone
BX
+$1.17M

Top Sells

Rank Stock Value
1
VST icon
Vistra
VST
+$13.4M
2
TXN icon
Texas Instruments
TXN
+$5.87M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.93M
4
HI
Hillenbrand
HI
+$1.58M
5
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.08M

Sector Composition

Rank Sector Weight
1 Technology 23.29%
2 Industrials 14.54%
3 Financials 14.12%
4 Healthcare 9.38%
5 Communication Services 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIS icon
226
Walt Disney
DIS
$178B
$312K 0.02%
3,236
+3
+0.1% +$317
XYL icon
227
Xylem
XYL
$28.3B
$311K 0.02%
2,605
– –
XLV icon
228
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$308K 0.02%
2,102
+74
+4% +$11.4K
NUE icon
229
Nucor
NUE
$62.5B
$304K 0.02%
1,800
– –
MDT icon
230
Medtronic
MDT
$114B
$302K 0.02%
3,484
– –
IEMG icon
231
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$299K 0.02%
4,291
+1,220
+40% +$88.1K
MCO icon
232
Moody's
MCO
$82.8B
$299K 0.02%
686
-67
-9% -$31.7K
MO icon
233
Altria Group
MO
$109B
$297K 0.02%
4,497
-500
-10% -$32.2K
BP icon
234
BP
BP
$110B
$295K 0.02%
+6,274
New +$246K
XLP icon
235
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$282K 0.02%
3,443
+211
+7% +$17.8K
JEPQ icon
236
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.4B
$278K 0.02%
5,000
– –
PEG icon
237
Public Service Enterprise Group
PEG
$37.2B
$274K 0.02%
3,379
– –
CTVA icon
238
Corteva
CTVA
$51B
$273K 0.02%
3,262
– –
EFA icon
239
iShares MSCI EAFE ETF
EFA
$79.8B
$268K 0.02%
2,758
+33
+1% +$3.3K
IOO icon
240
iShares Global 100 ETF
IOO
$9.47B
$264K 0.02%
2,185
– –
YUM icon
241
Yum! Brands
YUM
$39.7B
$261K 0.02%
1,680
– –
WFC icon
242
Wells Fargo
WFC
$265B
$260K 0.02%
3,262
+2
+0.1% +$172
TKR icon
243
Timken Company
TKR
$8.77B
$259K 0.02%
2,580
– –
GSK icon
244
GSK
GSK
$104B
$258K 0.01%
4,666
+3
+0.1% +$163
ET icon
245
Energy Transfer Partners
ET
$70.9B
$257K 0.01%
13,328
+64
+0.5% +$1.17K
BLDR icon
246
Builders FirstSource
BLDR
$7.74B
$257K 0.01%
3,122
– –
Q
247
Qnity Electronics Inc
Q
$28.1B
$255K 0.01%
+2,210
New +$235K
SPYM
248
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$251K 0.01%
3,282
-14
-0.4% -$1.12K
GPK icon
249
Graphic Packaging
GPK
$3.53B
$251K 0.01%
25,250
-3,525
-12% -$44.4K
CVS icon
250
CVS Health
CVS
$122B
$248K 0.01%
3,453
+33
+1% +$2.54K
8 9
10
11 12

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Guyasuta Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Guyasuta Investment Advisors held 277 positions worth $1.73B, down 1.4% from $1.75B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Guyasuta Investment Advisors's Q1 2026 filing shows 13 new, 76 increased, 84 reduced and 9 closed positions. Its largest new stake was iShares Ultra Short Duration Bond Active ETF: 71,126 shares worth $3.6M. The largest sale was Vistra, an estimated $13.4M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 24% a quarter earlier, followed by Industrials and Financials.

  • Guyasuta Investment Advisors's largest Q1 2026 buy was iShares Ultra Short Duration Bond Active ETF: 71,126 shares worth $3.6M.
  • Guyasuta Investment Advisors added most to Palo Alto Networks in Q1 2026, an estimated $12.1M increase.
  • Guyasuta Investment Advisors's biggest Q1 2026 reduction was Vistra, cutting an estimated $13.4M.
  • Guyasuta Investment Advisors fully exited Hillenbrand in Q1 2026, selling an estimated $1.58M.
  • Guyasuta Investment Advisors's ten largest holdings make up 41% of its $1.73B portfolio in Q1 2026.
  • Guyasuta Investment Advisors opened 13 new positions and closed 9 in Q1 2026.
  • Guyasuta Investment Advisors's portfolio value fell 1.4% quarter-over-quarter to $1.73B.

Based on Guyasuta Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.