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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
KKR icon
201
KKR & Co
KKR
$92.3B
$364K 0.02%
2,852
+55
+2% +$6.84K
BWA icon
202
BorgWarner
BWA
$13.9B
$360K 0.02%
8,000
– –
SBUX icon
203
Starbucks
SBUX
$120B
$358K 0.02%
+4,253
New +$359K
VXUS icon
204
Vanguard Total International Stock ETF
VXUS
$163B
$358K 0.02%
4,746
-196
-4% -$14.6K
JBL icon
205
Jabil
JBL
$35.8B
$358K 0.02%
1,570
– –
IR icon
206
Ingersoll Rand
IR
$33.7B
$356K 0.02%
4,499
– –
XYL icon
207
Xylem
XYL
$28.1B
$355K 0.02%
2,605
– –
BND icon
208
Vanguard Total Bond Market
BND
$161B
$339K 0.02%
4,570
– –
MDT icon
209
Medtronic
MDT
$112B
$335K 0.02%
3,484
– –
ADM icon
210
Archer Daniels Midland
ADM
$36.9B
$333K 0.02%
5,800
– –
KMI icon
211
Kinder Morgan
KMI
$68.7B
$333K 0.02%
12,109
-1,447
-11% -$39.1K
MICC
212
The Magnum Ice Cream Company N.V.
MICC
$11.8B
$322K 0.02%
+20,330
New +$319K
INTU icon
213
Intuit
INTU
$89B
$321K 0.02%
485
+27
+6% +$17.8K
BLDR icon
214
Builders FirstSource
BLDR
$8.04B
$321K 0.02%
+3,122
New +$351K
DKS icon
215
Dick's Sporting Goods
DKS
$18.7B
$320K 0.02%
1,618
– –
IWR icon
216
iShares Russell Mid-Cap ETF
IWR
$57.5B
$318K 0.02%
3,300
– –
XLV icon
217
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
$314K 0.02%
2,028
+88
+5% +$13.2K
WFC icon
218
Wells Fargo
WFC
$264B
$304K 0.02%
3,260
+1
+0% +$87
MSEX icon
219
Middlesex Water
MSEX
$1.1B
$303K 0.02%
6,000
– –
IPAC icon
220
iShares Core MSCI Pacific ETF
IPAC
$2.77B
$298K 0.02%
4,077
– –
NUE icon
221
Nucor
NUE
$62.1B
$294K 0.02%
1,800
– –
JEPQ icon
222
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.4B
$291K 0.02%
5,000
– –
IEUR icon
223
iShares Core MSCI Europe ETF
IEUR
$9.17B
$289K 0.02%
4,075
– –
MO icon
224
Altria Group
MO
$114B
$288K 0.02%
4,997
+24
+0.5% +$1.45K
VLO icon
225
Valero Energy
VLO
$85.9B
$288K 0.02%
1,769
+8
+0.5% +$1.35K
7 8
9
10 11

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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.