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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
APO icon
126
Apollo Global Management
APO
$73.9B
$932K 0.05%
+6,440
New +$855K
PLTR icon
127
Palantir
PLTR
$427B
$907K 0.05%
5,105
+15
+0.3% +$2.71K
EXPE icon
128
Expedia Group
EXPE
$36.7B
$895K 0.05%
3,158
– –
APD icon
129
Air Products & Chemicals
APD
$68.2B
$894K 0.05%
3,619
+8
+0.2% +$2.03K
SNX icon
130
TD Synnex
SNX
$20.6B
$889K 0.05%
5,915
-475
-7% -$72.9K
CRH icon
131
CRH
CRH
$66.7B
$856K 0.05%
6,855
– –
FUL icon
132
H.B. Fuller
FUL
$3.26B
$855K 0.05%
14,385
– –
VGUS
133
Vanguard Ultra-Short Treasury ETF
VGUS
$1.03B
$837K 0.05%
+11,092
New +$838K
VB icon
134
Vanguard Morningstar Small-Cap ETF
VB
$82.7B
$825K 0.05%
3,200
+1
+0% +$256
SDY icon
135
State Street SPDR S&P Dividend ETF
SDY
$22B
$802K 0.05%
5,764
-260
-4% -$36.2K
EFX icon
136
Equifax
EFX
$21.3B
$781K 0.04%
3,600
– –
IVW icon
137
iShares S&P 500 Growth ETF
IVW
$77.8B
$779K 0.04%
6,324
– –
CIEN icon
138
Ciena
CIEN
$57.2B
$775K 0.04%
3,315
– –
SNPS icon
139
Synopsys
SNPS
$80.3B
$768K 0.04%
1,634
– –
BAC icon
140
Bank of America
BAC
$446B
$754K 0.04%
13,706
-1,986
-13% -$105K
TJX icon
141
TJX Companies
TJX
$177B
$750K 0.04%
4,882
– –
GH icon
142
Guardant Health
GH
$22.9B
$715K 0.04%
7,000
+260
+4% +$23.3K
MDLZ icon
143
Mondelez International
MDLZ
$78.7B
$713K 0.04%
13,248
-932
-7% -$53.7K
PANW icon
144
Palo Alto Networks
PANW
$310B
$710K 0.04%
3,854
– –
INTC icon
145
Intel
INTC
$492B
$707K 0.04%
19,168
-1,377
-7% -$52K
GIS icon
146
General Mills
GIS
$19.8B
$704K 0.04%
15,149
-2,301
-13% -$109K
BX icon
147
Blackstone
BX
$110B
$694K 0.04%
+4,500
New +$684K
CSCO icon
148
Cisco
CSCO
$489B
$669K 0.04%
8,679
– –
IJH icon
149
iShares Core S&P Mid-Cap ETF
IJH
$127B
$663K 0.04%
10,050
+185
+2% +$12.1K
ARKK icon
150
ARK Innovation ETF
ARKK
$6.37B
$662K 0.04%
8,610
-4,710
-35% -$390K
4 5
6
7 8

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HCL
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OCM
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FFH
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CC
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DCM
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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.