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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
NFLX icon
26
Netflix
NFLX
$309B
$18.5M 1.07%
192,343
+4,714
+3% +$415K
COR icon
27
Cencora
COR
$61.2B
$18.2M 1.05%
58,038
-1,655
-3% -$578K
EXP icon
28
Eagle Materials
EXP
$6.57B
$18.1M 1.05%
95,518
+1,016
+1% +$216K
XOM icon
29
ExxonMobil
XOM
$634B
$17.3M 1%
101,871
-977
-0.9% -$143K
META icon
30
Meta Platforms (Facebook)
META
$1.51T
$16.6M 0.96%
28,998
+807
+3% +$517K
PEP icon
31
PepsiCo
PEP
$190B
$15.8M 0.92%
102,053
-2,087
-2% -$325K
VMC icon
32
Vulcan Materials
VMC
$36.9B
$14.8M 0.86%
54,344
+1,133
+2% +$333K
WMT icon
33
Walmart Inc
WMT
$890B
$14.7M 0.85%
118,360
+414
+0.4% +$50.8K
PG icon
34
Procter & Gamble
PG
$339B
$12.9M 0.75%
89,267
-641
-0.7% -$97.2K
PANW icon
35
Palo Alto Networks
PANW
$297B
$12.1M 0.7%
75,618
+71,764
+1,862% +$12.1M
IBM icon
36
IBM
IBM
$224B
$11.2M 0.65%
46,148
-1,052
-2% -$285K
CAT icon
37
Caterpillar
CAT
$387B
$11.1M 0.64%
15,629
-180
-1% -$125K
KO icon
38
Coca-Cola
KO
$375B
$10.2M 0.59%
133,522
-1,077
-0.8% -$81.4K
EMR icon
39
Emerson Electric
EMR
$88.3B
$10.1M 0.59%
77,396
-1,755
-2% -$252K
ADP icon
40
Automatic Data Processing
ADP
$108B
$9.84M 0.57%
48,406
-2,138
-4% -$490K
JPM icon
41
JPMorgan Chase
JPM
$950B
$9.56M 0.55%
32,486
+11
+0% +$3.34K
GOOGL icon
42
Alphabet (Google) Class A
GOOGL
$4.33T
$8.62M 0.5%
29,963
-136
-0.5% -$42.7K
MRK icon
43
Merck
MRK
$318B
$8.01M 0.46%
66,549
-286
-0.4% -$33K
HD icon
44
Home Depot
HD
$355B
$7.08M 0.41%
21,517
+7
+0% +$2.55K
SPY icon
45
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$6.26M 0.36%
9,630
-361
-4% -$245K
ABBV icon
46
AbbVie
ABBV
$435B
$6.13M 0.35%
28,181
-44
-0.2% -$9.76K
CLS icon
47
Celestica
CLS
$36.5B
$6.09M 0.35%
21,625
-3,265
-13% -$947K
IVV icon
48
iShares Core S&P 500 ETF
IVV
$904B
$6.04M 0.35%
9,251
-187
-2% -$128K
VGUS
49
Vanguard Ultra-Short Treasury ETF
VGUS
$1.03B
$5.87M 0.34%
77,552
+66,460
+599% +$5.02M
VCSH icon
50
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$5.81M 0.34%
73,311
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1
2
3 4 5

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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.