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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
KKR icon
251
KKR & Co
KKR
$93.2B
$247K 0.01%
2,666
-186
-7% -$19.6K
FCX icon
252
Freeport-McMoran
FCX
$98.7B
$234K 0.01%
3,984
+7
+0.2% +$423
MCK icon
253
McKesson
MCK
$103B
$234K 0.01%
270
– –
SCHW
254
Charles Schwab
SCHW
$188B
$232K 0.01%
2,472
– –
VT icon
255
Vanguard Total World Stock ETF
VT
$81.2B
$227K 0.01%
1,641
-14
-0.8% -$2.01K
FHI icon
256
Federated Hermes
FHI
$4.71B
$227K 0.01%
4,000
– –
EVRG icon
257
Evergy
EVRG
$18.9B
$224K 0.01%
2,739
-376
-12% -$29.7K
NVR icon
258
NVR
NVR
$16.8B
$224K 0.01%
34
– –
SHEL icon
259
Shell
SHEL
$249B
$223K 0.01%
+2,400
New +$194K
MKL icon
260
Markel Group
MKL
$22.8B
$220K 0.01%
115
– –
MCHP icon
261
Microchip Technology
MCHP
$44.2B
$220K 0.01%
3,400
– –
GS icon
262
Goldman Sachs
GS
$301B
$218K 0.01%
258
+1
+0.4% +$892
LEA icon
263
Lear
LEA
$8.05B
$215K 0.01%
1,775
– –
VTEB icon
264
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
$213K 0.01%
+4,270
New +$216K
OMC icon
265
Omnicom Group
OMC
$23.2B
$210K 0.01%
2,795
– –
INTU icon
266
Intuit
INTU
$91.5B
$205K 0.01%
475
-10
-2% -$4.77K
KYN icon
267
Kayne Anderson Energy Infrastructure Fund
KYN
$2.45B
$203K 0.01%
+14,245
New +$191K
VCIT icon
268
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
$201K 0.01%
+2,425
New +$203K
AXTA icon
269
Axalta
AXTA
$8.01B
– –
-6,565
Closed -$212K
HI
270
DELISTED
Hillenbrand
HI
– –
-49,796
Closed -$1.58M
HRB icon
271
H&R Block
HRB
$5.82B
– –
-4,800
Closed -$209K
IP icon
272
International Paper
IP
$21.9B
– –
-5,267
Closed -$207K
NOW icon
273
ServiceNow
NOW
$132B
– –
-1,650
Closed -$253K
PCG icon
274
PG&E
PCG
$37.5B
– –
-32,500
Closed -$522K
RNR icon
275
RenaissanceRe
RNR
$13.2B
– –
-1,000
Closed -$281K
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 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.