We are live on ! Find out more
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
HON icon
76
Honeywell
HON
$78B
$2.52M 0.15%
11,479
+105
+0.9% +$21.3K
AVGO icon
77
Broadcom
AVGO
$2.04T
$2.48M 0.15%
8,985
-676
-7% -$147K
LLY icon
78
Eli Lilly
LLY
$1.06T
$2.33M 0.14%
2,994
+9
+0.3% +$6.99K
TT icon
79
Trane Technologies
TT
$106B
$2.27M 0.14%
5,183
– –
BMY icon
80
Bristol-Myers Squibb
BMY
$132B
$2.22M 0.14%
48,052
+409
+0.9% +$20.1K
RPM icon
81
RPM International
RPM
$15B
$2.21M 0.14%
20,143
-50
-0.2% -$5.5K
LMT icon
82
Lockheed Martin
LMT
$136B
$2.16M 0.13%
4,663
– –
RTX icon
83
RTX Corp
RTX
$301B
$2.14M 0.13%
14,680
-574
-4% -$76.5K
CB icon
84
Chubb
CB
$135B
$2.11M 0.13%
7,291
+800
+12% +$230K
GEV icon
85
GE Vernova
GEV
$264B
$2.05M 0.13%
3,865
-13
-0.3% -$5.41K
SPGI icon
86
S&P Global
SPGI
$120B
$2M 0.12%
3,796
-13
-0.3% -$6.49K
V icon
87
Visa
V
$677B
$2M 0.12%
5,620
-136
-2% -$47.4K
RSP icon
88
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$1.98M 0.12%
10,896
-7,584
-41% -$1.31M
QQQ icon
89
Invesco QQQ Trust
QQQ
$481B
$1.96M 0.12%
3,557
-30
-0.8% -$14.9K
KMB icon
90
Kimberly-Clark
KMB
$36.5B
$1.94M 0.12%
15,083
-110
-0.7% -$14.9K
VZ icon
91
Verizon
VZ
$196B
$1.8M 0.11%
41,501
-1,221
-3% -$52.9K
DASH icon
92
DoorDash
DASH
$93.7B
$1.77M 0.11%
7,188
– –
WTS icon
93
Watts Water Technologies
WTS
$13.1B
$1.74M 0.11%
7,090
– –
IEX icon
94
IDEX
IEX
$17.3B
$1.7M 0.1%
9,709
-80
-0.8% -$14.2K
BA icon
95
Boeing
BA
$185B
$1.65M 0.1%
7,874
-1,121
-12% -$212K
TSLA icon
96
Tesla
TSLA
$1.3T
$1.62M 0.1%
5,107
+34
+0.7% +$10.2K
DELL icon
97
Dell
DELL
$293B
$1.41M 0.09%
11,489
+5,001
+77% +$511K
TRV icon
98
Travelers Companies
TRV
$80.2B
$1.38M 0.08%
5,165
+70
+1% +$18.5K
BNY
99
Bank of New York Mellon
BNY
$107B
$1.36M 0.08%
14,974
– –
MMM icon
100
3M
MMM
$94.3B
$1.32M 0.08%
8,683
+260
+3% +$37.2K
2 3
4
5 6

Similar funds

AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return
OCM
Osterweis Capital Management San Francisco, California $1.94B AUM 20.77% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

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.