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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
+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
ITW icon
126
Illinois Tool Works
ITW
$84.1B
$1.02M 0.06%
3,906
– –
SYY icon
127
Sysco
SYY
$40.3B
$999K 0.06%
14,000
– –
SNX icon
128
TD Synnex
SNX
$20.5B
$998K 0.06%
5,915
– –
AJG icon
129
Arthur J. Gallagher & Co
AJG
$64.6B
$922K 0.05%
4,256
– –
VB icon
130
Vanguard Morningstar Small-Cap ETF
VB
$82.5B
$901K 0.05%
3,440
+240
+8% +$64.9K
MTD icon
131
Mettler-Toledo International
MTD
$28.8B
$874K 0.05%
693
– –
FUL icon
132
H.B. Fuller
FUL
$3.26B
$852K 0.05%
13,815
-570
-4% -$34.9K
INTC icon
133
Intel
INTC
$496B
$846K 0.05%
19,168
– –
SDY icon
134
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$841K 0.05%
5,764
– –
NOC icon
135
Northrop Grumman
NOC
$82.2B
$792K 0.05%
1,161
– –
KMB icon
136
Kimberly-Clark
KMB
$36.1B
$782K 0.05%
8,103
-7,500
-48% -$768K
TJX icon
137
TJX Companies
TJX
$177B
$780K 0.05%
4,882
– –
PLTR icon
138
Palantir
PLTR
$422B
$770K 0.04%
5,265
+160
+3% +$24.5K
MDLZ icon
139
Mondelez International
MDLZ
$78.2B
$764K 0.04%
13,248
– –
GLD icon
140
SPDR Gold Trust
GLD
$142B
$756K 0.04%
1,756
+350
+25% +$157K
DUK icon
141
Duke Energy
DUK
$95.2B
$732K 0.04%
5,592
– –
EXPE icon
142
Expedia Group
EXPE
$37.2B
$729K 0.04%
3,158
– –
WAT icon
143
Waters Corp
WAT
$40.2B
$724K 0.04%
+2,431
New +$832K
CRH icon
144
CRH
CRH
$66.2B
$721K 0.04%
6,855
– –
APO icon
145
Apollo Global Management
APO
$75.1B
$718K 0.04%
6,440
– –
IVW icon
146
iShares S&P 500 Growth ETF
IVW
$77.4B
$715K 0.04%
6,324
– –
MPC icon
147
Marathon Petroleum
MPC
$88.9B
$711K 0.04%
2,911
+405
+16% +$81.8K
CSX icon
148
CSX Corp
CSX
$93B
$702K 0.04%
17,100
– –
IJH icon
149
iShares Core S&P Mid-Cap ETF
IJH
$127B
$679K 0.04%
10,050
– –
CSCO icon
150
Cisco
CSCO
$490B
$673K 0.04%
8,679
– –
4 5
6
7 8

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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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DCM
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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.