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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
VTI icon
51
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$5.72M 0.33%
17,844
-3,220
-15% -$1.08M
PKG icon
52
Packaging Corp of America
PKG
$22.8B
$5.56M 0.32%
26,208
-1,307
-5% -$291K
PPG icon
53
PPG Industries
PPG
$26.6B
$5.39M 0.31%
50,462
-221
-0.4% -$25.1K
UL icon
54
Unilever
UL
$136B
$5.06M 0.29%
88,836
-1,507
-2% -$101K
BRK.A icon
55
Berkshire Hathaway Class A
BRK.A
$1.12T
$5.03M 0.29%
7
– –
PM icon
56
Philip Morris
PM
$295B
$4.68M 0.27%
28,314
-272
-1% -$47.3K
GE icon
57
GE Aerospace
GE
$384B
$4.51M 0.26%
15,883
-100
-0.6% -$31.4K
PH icon
58
Parker-Hannifin
PH
$135B
$4.47M 0.26%
4,995
-20
-0.4% -$18.9K
AVGO icon
59
Broadcom
AVGO
$2.04T
$4.43M 0.26%
14,298
+116
+0.8% +$38.2K
LHX icon
60
L3Harris
LHX
$53.4B
$4.39M 0.25%
12,712
– –
IWB icon
61
iShares Russell 1000 ETF
IWB
$50.2B
$4.32M 0.25%
12,128
+33
+0.3% +$12.3K
VYM icon
62
Vanguard High Dividend Yield ETF
VYM
$83.5B
$3.84M 0.22%
25,962
+497
+2% +$74.7K
CL icon
63
Colgate-Palmolive
CL
$74.4B
$3.79M 0.22%
44,469
-1,628
-4% -$145K
SCHD icon
64
Schwab US Dividend Equity ETF
SCHD
$106B
$3.64M 0.21%
118,543
+4,904
+4% +$149K
RTX icon
65
RTX Corp
RTX
$301B
$3.63M 0.21%
18,832
– –
ICSH icon
66
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.4B
$3.6M 0.21%
+71,126
New +$3.6M
VUG icon
67
Vanguard Morningstar Growth ETF
VUG
$230B
$3.55M 0.21%
48,762
+1,332
+3% +$104K
DE icon
68
Deere & Co
DE
$168B
$3.43M 0.2%
6,083
– –
PFE icon
69
Pfizer
PFE
$153B
$3.38M 0.2%
120,517
-7,494
-6% -$200K
WM icon
70
Waste Management
WM
$91B
$3.34M 0.19%
14,555
-445
-3% -$102K
GEV icon
71
GE Vernova
GEV
$264B
$3.27M 0.19%
3,746
– –
UNP icon
72
Union Pacific
UNP
$174B
$3.11M 0.18%
12,819
-5
-0% -$1.22K
ROK icon
73
Rockwell Automation
ROK
$49B
$3.09M 0.18%
8,623
– –
CMCSA icon
74
Comcast
CMCSA
$90B
$3.09M 0.18%
107,642
-2,000
-2% -$59.9K
UPS icon
75
United Parcel Service
UPS
$88.9B
$3.02M 0.17%
30,701
-1,360
-4% -$146K
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 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.