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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
PKG icon
51
Packaging Corp of America
PKG
$22.8B
$5.67M 0.32%
27,515
-1,660
-6% -$338K
BRK.A icon
52
Berkshire Hathaway Class A
BRK.A
$1.12T
$5.28M 0.3%
7
– –
PPG icon
53
PPG Industries
PPG
$26.6B
$5.19M 0.3%
50,683
-1,000
-2% -$100K
GE icon
54
GE Aerospace
GE
$384B
$4.92M 0.28%
15,983
+25
+0.2% +$7.53K
AVGO icon
55
Broadcom
AVGO
$2.04T
$4.91M 0.28%
14,182
+5,178
+58% +$1.85M
PM icon
56
Philip Morris
PM
$295B
$4.59M 0.26%
28,586
+96
+0.3% +$14.9K
IWB icon
57
iShares Russell 1000 ETF
IWB
$50.2B
$4.52M 0.26%
12,095
– –
PH icon
58
Parker-Hannifin
PH
$135B
$4.41M 0.25%
5,015
+540
+12% +$442K
VUG icon
59
Vanguard Morningstar Growth ETF
VUG
$230B
$3.86M 0.22%
47,430
– –
LHX icon
60
L3Harris
LHX
$53.4B
$3.73M 0.21%
12,712
+35
+0.3% +$10.1K
VYM icon
61
Vanguard High Dividend Yield ETF
VYM
$83.5B
$3.65M 0.21%
25,465
-1,150
-4% -$164K
CL icon
62
Colgate-Palmolive
CL
$74.4B
$3.64M 0.21%
46,097
-2,000
-4% -$157K
RTX icon
63
RTX Corp
RTX
$301B
$3.45M 0.2%
18,832
+4,102
+28% +$713K
ABT icon
64
Abbott
ABT
$187B
$3.44M 0.2%
27,451
+5,002
+22% +$637K
ROK icon
65
Rockwell Automation
ROK
$49B
$3.35M 0.19%
8,623
– –
WM icon
66
Waste Management
WM
$91B
$3.3M 0.19%
15,000
– –
CMCSA icon
67
Comcast
CMCSA
$90B
$3.28M 0.19%
109,642
-8,910
-8% -$254K
PFE icon
68
Pfizer
PFE
$153B
$3.19M 0.18%
128,011
-1,875
-1% -$47.3K
UPS icon
69
United Parcel Service
UPS
$88.9B
$3.18M 0.18%
32,061
-1,216
-4% -$114K
SCHD icon
70
Schwab US Dividend Equity ETF
SCHD
$106B
$3.12M 0.18%
113,639
+59
+0.1% +$1.6K
UNP icon
71
Union Pacific
UNP
$174B
$2.97M 0.17%
12,824
-1,495
-10% -$341K
DE icon
72
Deere & Co
DE
$168B
$2.83M 0.16%
6,083
+874
+17% +$410K
AIT icon
73
Applied Industrial Technologies
AIT
$13.3B
$2.67M 0.15%
10,400
-1,000
-9% -$256K
LLY icon
74
Eli Lilly
LLY
$1.06T
$2.65M 0.15%
2,467
-30
-1% -$28.7K
LRCX icon
75
Lam Research
LRCX
$390B
$2.53M 0.14%
14,762
+12,667
+605% +$1.97M
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.