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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
BMY icon
76
Bristol-Myers Squibb
BMY
$132B
$2.48M 0.14%
46,062
-195
-0.4% -$9.38K
BNY
77
Bank of New York Mellon
BNY
$107B
$2.45M 0.14%
21,129
– –
GEV icon
78
GE Vernova
GEV
$264B
$2.45M 0.14%
3,746
– –
RSP icon
79
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$2.26M 0.13%
11,792
+236
+2% +$44.8K
LMT icon
80
Lockheed Martin
LMT
$136B
$2.26M 0.13%
4,663
– –
GBIL icon
81
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.59B
$2.23M 0.13%
22,278
-6,712
-23% -$672K
TSLA icon
82
Tesla
TSLA
$1.3T
$2.21M 0.13%
4,907
– –
BA icon
83
Boeing
BA
$185B
$2.15M 0.12%
9,925
+2,000
+25% +$411K
HON icon
84
Honeywell
HON
$78B
$2.15M 0.12%
11,012
-727
-6% -$142K
COST icon
85
Costco
COST
$420B
$2.03M 0.12%
2,352
-7
-0.3% -$6.34K
CB icon
86
Chubb
CB
$135B
$2.03M 0.12%
6,495
-800
-11% -$234K
TT icon
87
Trane Technologies
TT
$106B
$2.02M 0.12%
5,183
– –
SPGI icon
88
S&P Global
SPGI
$120B
$1.97M 0.11%
3,776
-9
-0.2% -$4.45K
RPM icon
89
RPM International
RPM
$15B
$1.93M 0.11%
18,593
– –
MU icon
90
Micron Technology
MU
$991B
$1.9M 0.11%
6,666
-25
-0.4% -$5.74K
V icon
91
Visa
V
$677B
$1.9M 0.11%
5,409
+14
+0.3% +$4.77K
QQQ icon
92
Invesco QQQ Trust
QQQ
$481B
$1.84M 0.11%
2,997
-642
-18% -$394K
WTS icon
93
Watts Water Technologies
WTS
$13.1B
$1.84M 0.1%
6,650
-40
-0.6% -$11K
IEX icon
94
IDEX
IEX
$17.3B
$1.69M 0.1%
9,509
– –
VZ icon
95
Verizon
VZ
$196B
$1.66M 0.09%
40,646
-645
-2% -$26.2K
DELL icon
96
Dell
DELL
$293B
$1.64M 0.09%
12,990
– –
DASH icon
97
DoorDash
DASH
$93.7B
$1.63M 0.09%
7,188
– –
CMI icon
98
Cummins
CMI
$88.7B
$1.63M 0.09%
3,184
– –
VOO icon
99
Vanguard S&P 500 ETF
VOO
$1.03T
$1.59M 0.09%
2,541
-299
-11% -$186K
HI
100
DELISTED
Hillenbrand
HI
$1.58M 0.09%
49,796
-3,683
-7% -$113K
2 3
4
5 6

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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.