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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
WELL icon
176
Welltower
WELL
$171B
$388K 0.02%
2,524
+450
+22% +$67.2K
SPYM
177
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$386K 0.02%
5,308
+335
+7% +$22.5K
ZBH icon
178
Zimmer Biomet
ZBH
$18.4B
$377K 0.02%
4,133
+13
+0.3% +$1.26K
SCHX icon
179
Schwab US Large- Cap ETF
SCHX
$74.6B
$375K 0.02%
15,346
+22
+0.1% +$497
XLK icon
180
State Street Technology Select Sector SPDR ETF
XLK
$123B
$374K 0.02%
2,956
– –
IR icon
181
Ingersoll Rand
IR
$33.7B
$374K 0.02%
4,499
– –
KKR icon
182
KKR & Co
KKR
$92.3B
$372K 0.02%
2,797
– –
XLF icon
183
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$372K 0.02%
7,096
-4,500
-39% -$223K
MCO icon
184
Moody's
MCO
$82.7B
$368K 0.02%
733
– –
IEO icon
185
iShares US Oil & Gas Exploration & Production ETF
IEO
$543M
$364K 0.02%
4,109
– –
IVE icon
186
iShares S&P 500 Value ETF
IVE
$49.8B
$363K 0.02%
1,857
– –
GEHC icon
187
GE HealthCare
GEHC
$32.4B
$358K 0.02%
4,839
-37
-0.8% -$2.58K
INTU icon
188
Intuit
INTU
$89B
$351K 0.02%
446
– –
GH icon
189
Guardant Health
GH
$22.6B
$351K 0.02%
6,740
– –
ITA icon
190
iShares US Aerospace & Defense ETF
ITA
$15B
$349K 0.02%
1,850
– –
MRC
191
DELISTED
MRC Global
MRC
$346K 0.02%
25,235
-4,335
-15% -$52.3K
SU icon
192
Suncor Energy
SU
$70.3B
$346K 0.02%
9,228
– –
AXP icon
193
American Express
AXP
$230B
$344K 0.02%
1,080
+25
+2% +$7.04K
IWF icon
194
iShares Russell 1000 Growth ETF
IWF
$128B
$343K 0.02%
3,228
– –
JBL icon
195
Jabil
JBL
$35.8B
$342K 0.02%
1,570
– –
WST icon
196
West Pharmaceutical
WST
$24.9B
$341K 0.02%
1,559
– –
WFC icon
197
Wells Fargo
WFC
$264B
$341K 0.02%
4,257
+252
+6% +$18.2K
NOW icon
198
ServiceNow
NOW
$129B
$338K 0.02%
+1,645
New +$310K
XYL icon
199
Xylem
XYL
$28.1B
$337K 0.02%
2,605
– –
BND icon
200
Vanguard Total Bond Market
BND
$161B
$336K 0.02%
4,570
– –
6 7
8
9 10

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FFH
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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.