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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
BAC icon
151
Bank of America
BAC
$445B
$671K 0.04%
13,763
+57
+0.4% +$2.94K
EFX icon
152
Equifax
EFX
$21.3B
$648K 0.04%
3,600
– –
SNPS icon
153
Synopsys
SNPS
$79.8B
$648K 0.04%
1,634
– –
VDE icon
154
Vanguard Energy ETF
VDE
$10.2B
$647K 0.04%
3,740
– –
GH icon
155
Guardant Health
GH
$22.7B
$647K 0.04%
7,000
– –
ATR icon
156
AptarGroup
ATR
$8.51B
$645K 0.04%
5,120
-300
-6% -$39.1K
MTZ icon
157
MasTec
MTZ
$21.9B
$621K 0.04%
1,930
– –
VIS icon
158
Vanguard Industrials ETF
VIS
$8.46B
$616K 0.04%
1,973
– –
IEO icon
159
iShares US Oil & Gas Exploration & Production ETF
IEO
$569M
$611K 0.04%
4,893
– –
SU icon
160
Suncor Energy
SU
$73.5B
$610K 0.04%
9,228
– –
ARKK icon
161
ARK Innovation ETF
ARKK
$6.35B
$582K 0.03%
8,610
– –
SYK icon
162
Stryker
SYK
$131B
$575K 0.03%
1,749
+2
+0.1% +$718
IJR icon
163
iShares Core S&P Small-Cap ETF
IJR
$112B
$570K 0.03%
4,587
+327
+8% +$41.5K
GIS icon
164
General Mills
GIS
$19.8B
$562K 0.03%
15,089
-60
-0.4% -$2.6K
XLK icon
165
State Street Technology Select Sector SPDR ETF
XLK
$123B
$539K 0.03%
4,054
+175
+5% +$24.7K
NEE icon
166
NextEra Energy
NEE
$176B
$538K 0.03%
5,793
+275
+5% +$24.4K
SMH icon
167
VanEck Semiconductor ETF
SMH
$70.8B
$537K 0.03%
1,400
– –
VIG icon
168
Vanguard Dividend Appreciation ETF
VIG
$114B
$536K 0.03%
2,490
+1,350
+118% +$301K
WY icon
169
Weyerhaeuser
WY
$18.2B
$522K 0.03%
21,362
-1,300
-6% -$32.7K
CECO icon
170
Ceco Environmental
CECO
$4.01B
$521K 0.03%
8,750
-1,250
-13% -$80.4K
AVDV icon
171
Avantis International Small Cap Value ETF
AVDV
$19.7B
$519K 0.03%
+5,195
New +$530K
AVUV icon
172
Avantis US Small Cap Value ETF
AVUV
$30.7B
$518K 0.03%
+4,693
New +$517K
AVMV icon
173
Avantis US Mid Cap Value ETF
AVMV
$758M
$511K 0.03%
+6,886
New +$517K
DHR icon
174
Danaher
DHR
$145B
$511K 0.03%
2,694
– –
XLF icon
175
State Street Financial Select Sector SPDR ETF
XLF
$58.9B
$510K 0.03%
10,323
+472
+5% +$24.6K
5 6
7
8 9

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HCL
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OCM
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HC
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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 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.