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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
CRWD icon
251
CrowdStrike
CRWD
$230B
$216K 0.01%
+1,696
New +$184K
EVRG icon
252
Evergy
EVRG
$19B
$215K 0.01%
3,115
– –
XLE icon
253
State Street Energy Select Sector SPDR ETF
XLE
$38.8B
$214K 0.01%
5,048
-300
-6% -$12.5K
CTSH icon
254
Cognizant
CTSH
$26B
$210K 0.01%
2,687
– –
BSV icon
255
Vanguard Short-Term Bond ETF
BSV
$45.6B
$205K 0.01%
2,609
-691
-21% -$54K
CRM icon
256
Salesforce
CRM
$161B
$204K 0.01%
+749
New +$200K
LRCX icon
257
Lam Research
LRCX
$388B
$202K 0.01%
+2,077
New +$165K
AXTA icon
258
Axalta
AXTA
$8.05B
– –
-6,565
Closed -$218K
CP icon
259
Canadian Pacific Kansas City
CP
$79.9B
– –
-9,922
Closed -$697K
DOW icon
260
Dow Inc
DOW
$21.8B
– –
-6,062
Closed -$212K
HAL icon
261
Halliburton
HAL
$27.8B
– –
-8,016
Closed -$203K
IPG
262
DELISTED
Interpublic Group of Companies
IPG
– –
-8,127
Closed -$221K
UNH icon
263
UnitedHealth
UNH
$373B
– –
-886
Closed -$464K
7 8 9 10
11

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HCL
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OCM
Osterweis Capital Management San Francisco, California $1.94B AUM 20.77% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
FFH
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BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
CC
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DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

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.