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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
EXP icon
26
Eagle Materials
EXP
$6.57B
$19.5M 1.11%
94,502
+1,832
+2% +$404K
META icon
27
Meta Platforms (Facebook)
META
$1.51T
$18.6M 1.06%
28,191
+1,292
+5% +$863K
FERG icon
28
Ferguson
FERG
$49.8B
$18.2M 1.04%
81,936
+1,401
+2% +$335K
NFLX icon
29
Netflix
NFLX
$309B
$17.6M 1%
187,629
+5,489
+3% +$592K
VMC icon
30
Vulcan Materials
VMC
$36.9B
$15.2M 0.87%
53,211
+634
+1% +$186K
PEP icon
31
PepsiCo
PEP
$190B
$14.9M 0.85%
104,140
-4,516
-4% -$664K
IBM icon
32
IBM
IBM
$224B
$14M 0.8%
47,200
-522
-1% -$156K
WMT icon
33
Walmart Inc
WMT
$890B
$13.1M 0.75%
117,946
+109,701
+1,331% +$11.8M
ADP icon
34
Automatic Data Processing
ADP
$108B
$13M 0.74%
50,544
-995
-2% -$265K
PG icon
35
Procter & Gamble
PG
$339B
$12.9M 0.73%
89,908
-2,008
-2% -$296K
XOM icon
36
ExxonMobil
XOM
$634B
$12.4M 0.71%
102,848
-805
-0.8% -$93.4K
EMR icon
37
Emerson Electric
EMR
$88.3B
$10.5M 0.6%
79,151
-1,030
-1% -$137K
JPM icon
38
JPMorgan Chase
JPM
$950B
$10.5M 0.6%
32,475
+1,664
+5% +$515K
GOOGL icon
39
Alphabet (Google) Class A
GOOGL
$4.33T
$9.42M 0.54%
30,099
+1,343
+5% +$384K
KO icon
40
Coca-Cola
KO
$375B
$9.41M 0.54%
134,599
-1,080
-0.8% -$75.3K
CAT icon
41
Caterpillar
CAT
$387B
$9.06M 0.52%
15,809
-110
-0.7% -$61.1K
HD icon
42
Home Depot
HD
$355B
$7.4M 0.42%
21,510
+3
+0% +$1.1K
CLS icon
43
Celestica
CLS
$36.5B
$7.36M 0.42%
24,890
-2,972
-11% -$896K
VTI icon
44
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$7.06M 0.4%
21,064
-259
-1% -$86.2K
MRK icon
45
Merck
MRK
$318B
$7.04M 0.4%
66,835
+5,139
+8% +$482K
SPY icon
46
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$6.81M 0.39%
9,991
-494
-5% -$334K
IVV icon
47
iShares Core S&P 500 ETF
IVV
$904B
$6.46M 0.37%
9,438
-732
-7% -$497K
ABBV icon
48
AbbVie
ABBV
$435B
$6.45M 0.37%
28,225
+1
+0% +$228
UL icon
49
Unilever
UL
$136B
$5.91M 0.34%
90,343
-2,204
-2% -$148K
VCSH icon
50
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$5.85M 0.33%
73,311
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1
2
3 4 5

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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.