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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
HAL icon
201
Halliburton
HAL
$28B
$383K 0.02%
9,830
+2
+0% +$69
SBUX icon
202
Starbucks
SBUX
$119B
$381K 0.02%
4,253
– –
IPAC icon
203
iShares Core MSCI Pacific ETF
IPAC
$2.75B
$375K 0.02%
4,905
+828
+20% +$64.8K
RMD icon
204
ResMed
RMD
$31.9B
$372K 0.02%
1,655
+4
+0.2% +$997
CF icon
205
CF Industries
CF
$18.2B
$370K 0.02%
2,850
– –
ZBH icon
206
Zimmer Biomet
ZBH
$18.6B
$368K 0.02%
4,071
– –
C icon
207
Citigroup
C
$227B
$365K 0.02%
3,223
+4
+0.1% +$456
PLXS icon
208
Plexus
PLXS
$7.2B
$365K 0.02%
1,800
– –
IR icon
209
Ingersoll Rand
IR
$33.6B
$360K 0.02%
4,499
– –
VXUS icon
210
Vanguard Total International Stock ETF
VXUS
$162B
$358K 0.02%
4,646
-100
-2% -$7.94K
DGRW icon
211
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$351K 0.02%
+3,991
New +$363K
XLE icon
212
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$349K 0.02%
5,690
+293
+5% +$15.7K
IWF icon
213
iShares Russell 1000 Growth ETF
IWF
$127B
$344K 0.02%
3,228
– –
IEUR icon
214
iShares Core MSCI Europe ETF
IEUR
$9.14B
$343K 0.02%
4,886
+811
+20% +$59.2K
BSV icon
215
Vanguard Short-Term Bond ETF
BSV
$45.6B
$343K 0.02%
4,371
+1,762
+68% +$139K
DIVB icon
216
iShares Core Dividend ETF
DIVB
$1.78B
$331K 0.02%
+6,139
New +$337K
AXP icon
217
American Express
AXP
$228B
$329K 0.02%
1,089
+12
+1% +$4.02K
EPD icon
218
Enterprise Products Partners
EPD
$82.2B
$325K 0.02%
8,593
+31
+0.4% +$1.1K
IWR icon
219
iShares Russell Mid-Cap ETF
IWR
$57.6B
$321K 0.02%
3,300
– –
DKS icon
220
Dick's Sporting Goods
DKS
$19B
$319K 0.02%
1,610
-8
-0.5% -$1.62K
GLW icon
221
Corning
GLW
$138B
$317K 0.02%
2,333
– –
KMT icon
222
Kennametal
KMT
$2.42B
$314K 0.02%
8,700
– –
GEHC icon
223
GE HealthCare
GEHC
$33.1B
$314K 0.02%
4,411
-57
-1% -$4.5K
NVO
224
Novo Nordisk
NVO
$210B
$314K 0.02%
8,537
– –
MSEX icon
225
Middlesex Water
MSEX
$1.09B
$312K 0.02%
6,000
– –
7 8
9
10 11

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HCL
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OCM
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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.