We are live on ! Find out more
GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.91B Turnover 9.09%
1-Year Est. Return 26.66%
This Fund
S&P 500
This Quarter Est. Return
+3.19%
1 Year Est. Return
+26.66%
3 Year Est. Return
+99.53%
5 Year Est. Return
+117.88%
10 Year Est. Return
+350.09%
AUM
$1.91B
AUM Growth
-$25.5M
Cap. Flow
-$33.9M
Cap. Flow %
-1.77%
Top 10 Hldgs %
41.78%
Holding
286
New
10
Increased
61
Reduced
108
Closed
16
Avg Time Held
6.7 years
Top 10 Avg Time Held
5.2 years
Top 20 Avg Time Held
5.7 years

Top Buys

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$10.9M
2
MCD icon
McDonald's
MCD
+$1.45M
3
VFMV icon
Vanguard US Minimum Volatility ETF
VFMV
+$1.03M
4
WMT icon
Walmart Inc
WMT
+$907K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$888K

Top Sells

Rank Stock Value
1
NFLX icon
Netflix
NFLX
+$12.9M
2
AMAT icon
Applied Materials
AMAT
+$12.5M
3
ASML icon
ASML
ASML
+$3.17M
4
VGUS icon
Vanguard Ultra-Short Treasury ETF
VGUS
+$3.17M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.31M

Sector Composition

Rank Sector Weight
1 Technology 27.39%
2 Industrials 13.77%
3 Financials 13.58%
4 Healthcare 10.21%
5 Communication Services 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
HD icon
51
Home Depot
HD
$308B
$5.94M 0.31%
20,862
-659
-3% -$216K
2013 Q2
53 quarters
PKG icon
52
Packaging Corp of America
PKG
$20.7B
$5.68M 0.3%
24,771
-662
-3% -$159K
2015 Q2
45 quarters
VCSH icon
53
Vanguard Short-Term Corporate Bond ETF
VCSH
$44B
$5.68M 0.3%
73,511
– –
2016 Q3
40 quarters
PM icon
54
Philip Morris
PM
$312B
$5.4M 0.28%
28,319
+145
+0.5% +$27.4K
2013 Q2
53 quarters
BRK.A icon
55
Berkshire Hathaway Class A
BRK.A
$1.13T
$5.23M 0.27%
7
– –
2025 Q1
6 quarters
PPG icon
56
PPG Industries
PPG
$24B
$5.13M 0.27%
49,204
-1,138
-2% -$129K
2013 Q2
53 quarters
IWB icon
57
iShares Russell 1000 ETF
IWB
$49.2B
$5.05M 0.26%
12,128
– –
2013 Q2
53 quarters
GE icon
58
GE Aerospace
GE
$324B
$4.94M 0.26%
15,834
-32
-0.2% -$11.1K
2013 Q2
53 quarters
UL icon
59
Unilever
UL
$139B
$4.71M 0.25%
77,561
-8,442
-10% -$530K
2020 Q4
23 quarters
VUG icon
60
Vanguard Morningstar Growth ETF
VUG
$232B
$4.65M 0.24%
51,593
+2,831
+6% +$248K
2020 Q2
25 quarters
PH icon
61
Parker-Hannifin
PH
$121B
$4.28M 0.22%
4,481
-168
-4% -$165K
2013 Q2
53 quarters
AVGO icon
62
Broadcom
AVGO
$1.64T
$4.26M 0.22%
12,129
-1,531
-11% -$576K
2021 Q4
19 quarters
SCHD icon
63
Schwab US Dividend Equity ETF
SCHD
$114B
$4.1M 0.21%
125,931
+1,430
+1% +$48.2K
2020 Q1
26 quarters
VYM icon
64
Vanguard High Dividend Yield ETF
VYM
$81.4B
$4.01M 0.21%
25,820
-75
-0.3% -$12.2K
2019 Q4
27 quarters
ROK icon
65
Rockwell Automation
ROK
$46.9B
$3.75M 0.2%
8,623
– –
2013 Q2
53 quarters
DE icon
66
Deere & Co
DE
$175B
$3.65M 0.19%
5,429
-629
-10% -$400K
2013 Q2
53 quarters
GEV icon
67
GE Vernova
GEV
$247B
$3.57M 0.19%
3,760
+12
+0.3% +$11.9K
2024 Q3
8 quarters
CL icon
68
Colgate-Palmolive
CL
$73.9B
$3.57M 0.19%
41,819
-2,400
-5% -$217K
2013 Q2
53 quarters
DELL icon
69
Dell
DELL
$301B
$3.49M 0.18%
6,492
+1
+0% +$470
2022 Q4
15 quarters
UNP icon
70
Union Pacific
UNP
$172B
$3.42M 0.18%
12,582
-237
-2% -$68.9K
2013 Q2
53 quarters
ICSH icon
71
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.88B
$3.39M 0.18%
67,245
-990
-1% -$50K
2026 Q1
2 quarters
AIT icon
72
Applied Industrial Technologies
AIT
$12.3B
$3.35M 0.18%
10,080
-75
-0.7% -$25.2K
2013 Q2
53 quarters
LRCX icon
73
Lam Research
LRCX
$347B
$3.33M 0.17%
10,141
-3,649
-26% -$1.14M
2025 Q2
5 quarters
PFE icon
74
Pfizer
PFE
$168B
$3.22M 0.17%
113,046
-185
-0.2% -$4.92K
2013 Q2
53 quarters
RTX icon
75
RTX Corp
RTX
$252B
$3.2M 0.17%
17,236
-1,596
-8% -$327K
2013 Q2
53 quarters
1 2
3
4 5

Similar funds

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
GD
Grandfield & Dodd New York $1.91B AUM 31.61% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return
BC
Broadwood Capital New York $1.91B AUM 44.39% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

Guyasuta Investment Advisors's Q3 2026 Portfolio in Review

As of Q3 2026, Guyasuta Investment Advisors held 286 positions worth $1.91B, down 1.3% from $1.94B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Guyasuta Investment Advisors's Q3 2026 filing shows 10 new, 61 increased, 108 reduced and 16 closed positions. Its largest new stake was Honeywell: 3,045 shares worth $642K. The largest sale was Netflix, an estimated $12.9M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 27% a quarter earlier, followed by Industrials and Financials.

  • Guyasuta Investment Advisors's largest Q3 2026 buy was Honeywell: 3,045 shares worth $642K.
  • Guyasuta Investment Advisors added most to Eli Lilly in Q3 2026, an estimated $10.9M increase.
  • Guyasuta Investment Advisors's biggest Q3 2026 reduction was Netflix, cutting an estimated $12.9M.
  • Guyasuta Investment Advisors fully exited Dick's Sporting Goods in Q3 2026, selling an estimated $365K.
  • Guyasuta Investment Advisors's ten largest holdings make up 42% of its $1.91B portfolio in Q3 2026.
  • Guyasuta Investment Advisors opened 10 new positions and closed 16 in Q3 2026.
  • Guyasuta Investment Advisors's portfolio value fell 1.3% quarter-over-quarter to $1.91B.

Based on Guyasuta Investment Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.