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
+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
LRCX icon
76
Lam Research
LRCX
$385B
$2.95M 0.17%
13,790
-972
-7% -$217K
LMT icon
77
Lockheed Martin
LMT
$140B
$2.83M 0.16%
4,676
+13
+0.3% +$8.01K
ABT icon
78
Abbott
ABT
$188B
$2.82M 0.16%
27,453
+2
+0% +$226
BMY icon
79
Bristol-Myers Squibb
BMY
$133B
$2.79M 0.16%
46,066
+4
+0% +$233
AIT icon
80
Applied Industrial Technologies
AIT
$13.3B
$2.69M 0.16%
10,155
-245
-2% -$66.7K
BNY
81
Bank of New York Mellon
BNY
$108B
$2.51M 0.15%
21,158
+29
+0.1% +$3.45K
HON icon
82
Honeywell
HON
$77.2B
$2.49M 0.14%
11,018
+6
+0.1% +$1.37K
GBIL icon
83
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.59B
$2.49M 0.14%
24,849
+2,571
+12% +$257K
COST icon
84
Costco
COST
$420B
$2.37M 0.14%
2,377
+25
+1% +$24.4K
LLY icon
85
Eli Lilly
LLY
$1.08T
$2.32M 0.13%
2,525
+58
+2% +$58.8K
MU icon
86
Micron Technology
MU
$991B
$2.18M 0.13%
6,441
-225
-3% -$88.1K
VOO icon
87
Vanguard S&P 500 ETF
VOO
$1.03T
$2.17M 0.13%
3,633
+1,092
+43% +$683K
TT icon
88
Trane Technologies
TT
$105B
$2.16M 0.13%
5,183
– –
VZ icon
89
Verizon
VZ
$195B
$2.01M 0.12%
40,064
-582
-1% -$27K
RSP icon
90
Invesco S&P 500 Equal Weight ETF
RSP
$99.2B
$1.95M 0.11%
10,171
-1,621
-14% -$321K
WTS icon
91
Watts Water Technologies
WTS
$12.9B
$1.93M 0.11%
6,650
– –
CB icon
92
Chubb
CB
$134B
$1.87M 0.11%
5,749
-746
-11% -$239K
QQQ icon
93
Invesco QQQ Trust
QQQ
$480B
$1.87M 0.11%
3,238
+241
+8% +$146K
RPM icon
94
RPM International
RPM
$14.7B
$1.83M 0.11%
18,398
-195
-1% -$21.1K
TSLA icon
95
Tesla
TSLA
$1.3T
$1.83M 0.11%
4,912
+5
+0.1% +$2.06K
IEX icon
96
IDEX
IEX
$17.3B
$1.8M 0.1%
9,509
– –
DELL icon
97
Dell
DELL
$301B
$1.72M 0.1%
10,491
-2,499
-19% -$333K
CMI icon
98
Cummins
CMI
$88.1B
$1.71M 0.1%
3,184
– –
NVS icon
99
Novartis
NVS
$297B
$1.64M 0.1%
10,767
– –
V icon
100
Visa
V
$671B
$1.64M 0.09%
5,414
+5
+0.1% +$1.61K
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 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.