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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
NOC icon
151
Northrop Grumman
NOC
$81.2B
$662K 0.04%
1,161
– –
ATR icon
152
AptarGroup
ATR
$8.61B
$661K 0.04%
5,420
– –
DUK icon
153
Duke Energy
DUK
$97.3B
$655K 0.04%
5,592
-137
-2% -$16.7K
CSX icon
154
CSX Corp
CSX
$93.1B
$620K 0.04%
17,100
– –
DHR icon
155
Danaher
DHR
$144B
$617K 0.04%
+2,694
New +$592K
SYK icon
156
Stryker
SYK
$130B
$614K 0.04%
1,747
+30
+2% +$10.9K
CECO icon
157
Ceco Environmental
CECO
$4.14B
$599K 0.03%
10,000
– –
VIS icon
158
Vanguard Industrials ETF
VIS
$8.48B
$589K 0.03%
1,973
-1,080
-35% -$321K
PAYX icon
159
Paychex
PAYX
$42.7B
$579K 0.03%
5,162
– –
ISRG icon
160
Intuitive Surgical
ISRG
$134B
$562K 0.03%
993
– –
XLK icon
161
State Street Technology Select Sector SPDR ETF
XLK
$123B
$559K 0.03%
3,879
+265
+7% +$38.3K
GLD icon
162
SPDR Gold Trust
GLD
$142B
$557K 0.03%
1,406
-530
-27% -$202K
BLK icon
163
Blackrock
BLK
$176B
$541K 0.03%
506
– –
XLF icon
164
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$540K 0.03%
9,851
+697
+8% +$37.1K
WY icon
165
Weyerhaeuser
WY
$18.4B
$537K 0.03%
22,662
-5,898
-21% -$136K
BKNG icon
166
Booking.com
BKNG
$161B
$536K 0.03%
2,500
– –
MDY icon
167
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$530K 0.03%
879
+1
+0.1% +$598
ZTS icon
168
Zoetis
ZTS
$30B
$530K 0.03%
4,210
– –
PCG icon
169
PG&E
PCG
$38.5B
$522K 0.03%
+32,500
New +$519K
ICE icon
170
Intercontinental Exchange
ICE
$84.4B
$519K 0.03%
+3,203
New +$502K
IJR icon
171
iShares Core S&P Small-Cap ETF
IJR
$112B
$512K 0.03%
4,260
-70
-2% -$8.37K
SMH icon
172
VanEck Semiconductor ETF
SMH
$71.8B
$504K 0.03%
1,400
– –
ALLE icon
173
Allegion
ALLE
$14.4B
$493K 0.03%
3,095
– –
VDE icon
174
Vanguard Energy ETF
VDE
$9.84B
$471K 0.03%
3,740
– –
CNH
175
CNH Industrial
CNH
$17.5B
$461K 0.03%
50,045
-35,561
-42% -$355K
5 6
7
8 9

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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.