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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
BRK.A icon
51
Berkshire Hathaway Class A
BRK.A
$1.12T
$5.1M 0.31%
7
– –
CLS icon
52
Celestica
CLS
$36.5B
$5.07M 0.31%
32,488
-8,847
-21% -$940K
MRK icon
53
Merck
MRK
$318B
$5.05M 0.31%
63,811
-460
-0.7% -$36.6K
GOOGL icon
54
Alphabet (Google) Class A
GOOGL
$4.33T
$4.97M 0.3%
28,226
-697
-2% -$114K
NFLX icon
55
Netflix
NFLX
$309B
$4.85M 0.3%
36,200
-180
-0.5% -$20.4K
CL icon
56
Colgate-Palmolive
CL
$74.4B
$4.46M 0.27%
49,037
-893
-2% -$81.5K
CMCSA icon
57
Comcast
CMCSA
$90B
$4.39M 0.27%
122,880
+1,000
+0.8% +$34.6K
GE icon
58
GE Aerospace
GE
$384B
$4.11M 0.25%
15,958
-100
-0.6% -$21.9K
IWB icon
59
iShares Russell 1000 ETF
IWB
$50.2B
$4.11M 0.25%
12,095
– –
UPS icon
60
United Parcel Service
UPS
$88.9B
$4.08M 0.25%
40,377
-3,429
-8% -$337K
VYM icon
61
Vanguard High Dividend Yield ETF
VYM
$83.5B
$3.55M 0.22%
26,615
+1,012
+4% +$128K
VUG icon
62
Vanguard Morningstar Growth ETF
VUG
$230B
$3.47M 0.21%
47,430
+3,000
+7% +$198K
WM icon
63
Waste Management
WM
$91B
$3.45M 0.21%
15,065
– –
GBIL icon
64
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.59B
$3.37M 0.21%
33,688
+10,192
+43% +$1.02M
LHX icon
65
L3Harris
LHX
$53.4B
$3.32M 0.2%
13,249
+28
+0.2% +$6.43K
UNP icon
66
Union Pacific
UNP
$174B
$3.29M 0.2%
14,319
+60
+0.4% +$13.3K
PFE icon
67
Pfizer
PFE
$153B
$3.16M 0.19%
130,535
-2,115
-2% -$49.3K
PH icon
68
Parker-Hannifin
PH
$135B
$3.13M 0.19%
4,475
+300
+7% +$190K
ABT icon
69
Abbott
ABT
$187B
$3.06M 0.19%
22,465
-29
-0.1% -$3.82K
VOO icon
70
Vanguard S&P 500 ETF
VOO
$1.03T
$3.03M 0.19%
5,333
+369
+7% +$194K
SCHD icon
71
Schwab US Dividend Equity ETF
SCHD
$106B
$2.9M 0.18%
109,340
+176
+0.2% +$4.6K
AIT icon
72
Applied Industrial Technologies
AIT
$13.3B
$2.88M 0.18%
12,400
-75
-0.6% -$17.1K
COST icon
73
Costco
COST
$420B
$2.66M 0.16%
2,687
-192
-7% -$191K
ROK icon
74
Rockwell Automation
ROK
$49B
$2.56M 0.16%
7,715
+4
+0.1% +$1.14K
DE icon
75
Deere & Co
DE
$168B
$2.54M 0.16%
4,997
+2,559
+105% +$1.25M
1 2
3
4 5

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HCL
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OCM
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FFH
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CC
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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.