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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
+8.29%
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
$1.74B
AUM Growth
+$106M
Cap. Flow
-$4.03M
Cap. Flow %
-0.23%
Top 10 Hldgs %
45.02%
Holding
269
New
12
Increased
70
Reduced
83
Closed
8

Top Buys

Rank Stock Value
1
NFLX icon
Netflix
NFLX
+$17.8M
2
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.6M
3
FISV
Fiserv Inc
FISV
+$2.1M
4
GPK icon
Graphic Packaging
GPK
+$1.26M
5
JEF icon
Jefferies Financial Group
JEF
+$915K

Top Sells

Rank Stock Value
1
CNH
CNH Industrial
CNH
+$19.9M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.74M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
4
VST icon
Vistra
VST
+$1.16M
5
CLS icon
Celestica
CLS
+$933K

Sector Composition

Rank Sector Weight
1 Technology 24.94%
2 Financials 14.73%
3 Industrials 13.24%
4 Healthcare 9.02%
5 Communication Services 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HON icon
76
Honeywell
HON
$76.8B
$2.33M 0.13%
11,739
+260
+2% +$54.3K
LMT icon
77
Lockheed Martin
LMT
$138B
$2.33M 0.13%
4,663
– –
GEV icon
78
GE Vernova
GEV
$265B
$2.3M 0.13%
3,746
-119
-3% -$72.1K
BNY
79
Bank of New York Mellon
BNY
$108B
$2.3M 0.13%
21,129
+6,155
+41% +$628K
RSP icon
80
Invesco S&P 500 Equal Weight ETF
RSP
$98.9B
$2.19M 0.13%
11,556
+660
+6% +$123K
RPM icon
81
RPM International
RPM
$14.7B
$2.19M 0.13%
18,593
-1,550
-8% -$186K
TT icon
82
Trane Technologies
TT
$106B
$2.19M 0.13%
5,183
– –
QQQ icon
83
Invesco QQQ Trust
QQQ
$482B
$2.18M 0.13%
3,639
+82
+2% +$47K
COST icon
84
Costco
COST
$418B
$2.18M 0.13%
2,359
-328
-12% -$314K
TSLA icon
85
Tesla
TSLA
$1.3T
$2.18M 0.13%
4,907
-200
-4% -$69.4K
BMY icon
86
Bristol-Myers Squibb
BMY
$132B
$2.09M 0.12%
46,257
-1,795
-4% -$83.8K
CB icon
87
Chubb
CB
$134B
$2.06M 0.12%
7,295
+4
+0.1% +$1.1K
DASH icon
88
DoorDash
DASH
$92.2B
$1.96M 0.11%
7,188
– –
LLY icon
89
Eli Lilly
LLY
$1.08T
$1.91M 0.11%
2,497
-497
-17% -$370K
WTS icon
90
Watts Water Technologies
WTS
$12.9B
$1.87M 0.11%
6,690
-400
-6% -$107K
KMB icon
91
Kimberly-Clark
KMB
$35.8B
$1.86M 0.11%
14,926
-157
-1% -$20.3K
SPGI icon
92
S&P Global
SPGI
$120B
$1.84M 0.11%
3,785
-11
-0.3% -$5.89K
V icon
93
Visa
V
$672B
$1.84M 0.11%
5,395
-225
-4% -$77.9K
DELL icon
94
Dell
DELL
$305B
$1.84M 0.11%
12,990
+1,501
+13% +$195K
VZ icon
95
Verizon
VZ
$193B
$1.81M 0.1%
41,291
-210
-0.5% -$9.09K
VOO icon
96
Vanguard S&P 500 ETF
VOO
$1.03T
$1.74M 0.1%
2,840
-2,493
-47% -$1.47M
BA icon
97
Boeing
BA
$185B
$1.71M 0.1%
7,925
+51
+0.6% +$11.5K
IEX icon
98
IDEX
IEX
$17.2B
$1.55M 0.09%
9,509
-200
-2% -$33.8K
HI
99
DELISTED
Hillenbrand
HI
$1.45M 0.08%
53,479
-1,800
-3% -$42.2K
TRV icon
100
Travelers Companies
TRV
$78.8B
$1.44M 0.08%
5,165
– –
2 3
4
5 6

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HCL
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OCM
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HC
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FFH
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CC
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Guyasuta Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Guyasuta Investment Advisors held 269 positions worth $1.74B, up 6.5% from $1.63B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Guyasuta Investment Advisors's Q3 2025 filing shows 12 new, 70 increased, 83 reduced and 8 closed positions. Its largest new stake was Graphic Packaging: 57,775 shares worth $1.13M. The largest sale was CNH Industrial, an estimated $19.9M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 25% a quarter earlier, followed by Financials and Industrials.

  • Guyasuta Investment Advisors's largest Q3 2025 buy was Graphic Packaging: 57,775 shares worth $1.13M.
  • Guyasuta Investment Advisors added most to Netflix in Q3 2025, an estimated $17.8M increase.
  • Guyasuta Investment Advisors's biggest Q3 2025 reduction was CNH Industrial, cutting an estimated $19.9M.
  • Guyasuta Investment Advisors fully exited MRC Global in Q3 2025, selling an estimated $346K.
  • Guyasuta Investment Advisors's ten largest holdings make up 45% of its $1.74B portfolio in Q3 2025.
  • Guyasuta Investment Advisors opened 12 new positions and closed 8 in Q3 2025.
  • Guyasuta Investment Advisors's portfolio value rose 6.5% quarter-over-quarter to $1.74B.

Based on Guyasuta Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.