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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
+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
ARKK icon
126
ARK Innovation ETF
ARKK
$6.29B
$936K 0.06%
13,320
– –
EFX icon
127
Equifax
EFX
$21.4B
$934K 0.06%
3,600
– –
GIS icon
128
General Mills
GIS
$19.7B
$930K 0.06%
17,950
– –
BXSL icon
129
Blackstone Secured Lending
BXSL
$5.72B
$923K 0.06%
30,000
-9,100
-23% -$278K
VB icon
130
Vanguard Morningstar Small-Cap ETF
VB
$82.7B
$917K 0.06%
3,871
+480
+14% +$107K
GDX icon
131
VanEck Gold Miners ETF
GDX
$27.4B
$906K 0.06%
17,405
+485
+3% +$24.1K
AJG icon
132
Arthur J. Gallagher & Co
AJG
$63.6B
$896K 0.05%
2,800
– –
PAYX icon
133
Paychex
PAYX
$42.7B
$896K 0.05%
6,162
– –
VO icon
134
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$857K 0.05%
12,252
+1,928
+19% +$127K
VIS icon
135
Vanguard Industrials ETF
VIS
$8.48B
$855K 0.05%
3,053
– –
ATR icon
136
AptarGroup
ATR
$8.61B
$848K 0.05%
5,420
– –
SNPS icon
137
Synopsys
SNPS
$79.7B
$838K 0.05%
1,634
– –
MU icon
138
Micron Technology
MU
$991B
$824K 0.05%
6,683
-170,105
-96% -$15.9M
SDY icon
139
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$818K 0.05%
6,024
– –
WMT icon
140
Walmart Inc
WMT
$890B
$809K 0.05%
8,278
-17
-0.2% -$1.62K
WY icon
141
Weyerhaeuser
WY
$18.4B
$752K 0.05%
29,260
– –
BAC icon
142
Bank of America
BAC
$442B
$742K 0.05%
15,691
-29
-0.2% -$1.22K
IVW icon
143
iShares S&P 500 Growth ETF
IVW
$77.6B
$696K 0.04%
6,324
– –
TJX icon
144
TJX Companies
TJX
$178B
$689K 0.04%
5,582
– –
SYK icon
145
Stryker
SYK
$130B
$679K 0.04%
1,715
– –
DUK icon
146
Duke Energy
DUK
$97.3B
$676K 0.04%
5,729
-136
-2% -$16K
NVO
147
Novo Nordisk
NVO
$209B
$669K 0.04%
9,686
– –
ZTS icon
148
Zoetis
ZTS
$30B
$657K 0.04%
4,210
+8
+0.2% +$1.27K
IJH icon
149
iShares Core S&P Mid-Cap ETF
IJH
$127B
$627K 0.04%
10,113
+248
+3% +$14.6K
CSCO icon
150
Cisco
CSCO
$479B
$602K 0.04%
8,679
– –
4 5
6
7 8

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HCL
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OCM
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FFH
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BC
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CC
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DCM
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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.