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Guyasuta Investment Advisors 13F Portfolio

Portfolio Manager
Guyasuta Investment Advisors INC
Performance
+0.51% (2026 Q3)
AUM (13F)
$1.91B
# of Holdings
270
Performance Rank
Allocation (Top 20)
62.84%
Latest filing
Q3 2026

Guyasuta Investment Advisors INC Holdings Map

Top 50 Guyasuta Investment Advisors INC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MSFT
MICROSOFT CORP
6.93%258.1K$132.4M
-0.84%(-2.19K)
2025-Q3: 260.4K shares2025-Q4: 260.5K shares2026-Q1: 259.3K shares2026-Q2: 260.2K shares2026-Q3: 258.1K shares
$31.72(+1581.94%)
2026-09-30
GOOG
ALPHABET INC
6.31%353.7K$120.5M
-0.97%(-3.46K)
2025-Q3: 389.8K shares2025-Q4: 377.6K shares2026-Q1: 368.2K shares2026-Q2: 357.2K shares2026-Q3: 353.7K shares
$43.12(+688.88%)
2026-09-30
BRK.B
BERKSHIRE HATHAWAY INC DEL
4.67%179.2K$89.2M
-0.03%(-56)
2025-Q3: 176.8K shares2025-Q4: 176.2K shares2026-Q1: 177.6K shares2026-Q2: 179.2K shares2026-Q3: 179.2K shares
$264.45(+101.26%)
2026-09-30
MA
MASTERCARD INCORPORATED
4.29%148.6K$82.0M
-0.66%(-985)
2025-Q3: 147.5K shares2025-Q4: 148.7K shares2026-Q1: 148.5K shares2026-Q2: 149.6K shares2026-Q3: 148.6K shares
$46.71(+1219.50%)
2026-09-30
TMO
THERMO FISHER SCIENTIFIC INC
4.01%113.5K$76.6M
-1.91%(-2.21K)
2025-Q3: 111.4K shares2025-Q4: 114.0K shares2026-Q1: 114.8K shares2026-Q2: 115.7K shares2026-Q3: 113.5K shares
$190.66(+256.34%)
2026-09-30
RSG
REPUBLIC SVCS INC
3.81%346.7K$72.8M
-0.08%(-284)
2025-Q3: 337.7K shares2025-Q4: 344.5K shares2026-Q1: 341.9K shares2026-Q2: 347.0K shares2026-Q3: 346.7K shares
$36.81(+522.22%)
2026-09-30
TEL
TE CONNECTIVITY PLC
3.27%295.7K$62.4M
+1.00%(+2.94K)
2025-Q3: 294.4K shares2025-Q4: 289.5K shares2026-Q1: 289.6K shares2026-Q2: 292.8K shares2026-Q3: 295.7K shares
$112.51(+88.72%)
2026-09-30
PNC
PNC FINL SVCS GROUP INC
2.92%251.0K$55.8M
+0.02%(+52)
2025-Q3: 249.7K shares2025-Q4: 252.9K shares2026-Q1: 252.9K shares2026-Q2: 251.0K shares2026-Q3: 251.0K shares
$90.85(+137.98%)
2026-09-30
TSM
TAIWAN SEMICONDUCTOR MANUFAC
2.8%117.3K$53.5M
-1.02%(-1.21K)
2025-Q3: 87.2K shares2025-Q4: 119.1K shares2026-Q1: 118.9K shares2026-Q2: 118.5K shares2026-Q3: 117.3K shares
$216.77(+93.86%)
2026-09-30
CVX
CHEVRON CORPORATION
2.77%259.4K$53.0M
-0.93%(-2.43K)
2025-Q3: 262.5K shares2025-Q4: 264.6K shares2026-Q1: 262.5K shares2026-Q2: 261.8K shares2026-Q3: 259.4K shares
$123.77(+81.27%)
2026-09-30

About Guyasuta Investment Advisors INCโ€™s portfolio

Guyasuta Investment Advisors INC reports $1.91B in US-listed equity holdings across 270 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (6.9%), GOOG (6.3%) and BRK.B (4.7%). The top 20 holdings account for 62.84% of reported assets. Its disclosed equity book has returned +57.46% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
MSFT โ€” 8.1% ($132.36M)GOOG โ€” 7.4% ($120.52M)BRK.B โ€” 5.5% ($89.21M)MA โ€” 5.0% ($81.97M)TMO โ€” 4.7% ($76.60M)RSG โ€” 4.5% ($72.76M)TEL โ€” 3.8% ($62.43M)PNC โ€” 3.4% ($55.79M)TSM โ€” 3.3% ($53.50M)CVX โ€” 3.2% ($52.96M)Other โ€” 51.0% ($831.80M)
49%in top 10
  • MSFT8.1%
  • GOOG7.4%
  • BRK.B5.5%
  • MA5.0%
  • TMO4.7%
  • RSG4.5%
  • TEL3.8%
  • PNC3.4%
  • TSM3.3%
  • CVX3.2%
  • Other51.0%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
13
LLYELI LILLY & CO+359.1%
MCDMCDONALDS CORP+5.0%
WMTWALMART INC+4.9%
TELTE CONNECTIVITY PLC+1.0%
+9 more
Trimmed
37
AMATAPPLIED MATLS INC-22.6%
ASMLASML HLDG NV-6.8%
TMOTHERMO FISHER SCIENTIFIC INC-1.9%
GOOGALPHABET INC-1.0%
+33 more

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Source filings

Holdings on this page are parsed from Guyasuta Investment Advisors INCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 928568). View Guyasuta Investment Advisors INCโ€™s 13F filings on SEC

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