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Guyasuta Investment Advisors 13F Portfolio

Portfolio Manager
Guyasuta Investment Advisors INC
Performance
+11.80% (2026 Q2)
AUM (13F)
$1.94B
# of Holdings
276
Performance Rank
Allocation (Top 20)
62.54%
Latest filing
Q2 2026

Guyasuta Investment Advisors INC Holdings Map

Top 50 Guyasuta Investment Advisors INC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GOOG
ALPHABET INC
6.52%357.2K$126.2M
-3.01%(-11.08K)
2025-Q2: 389.3K shares2025-Q3: 389.8K shares2025-Q4: 377.6K shares2026-Q1: 368.2K shares2026-Q2: 357.2K shares
$43.12(+694.65%)
2026-06-30
MSFT
MICROSOFT CORP
5.02%260.2K$97.1M
+0.35%(+914)
2025-Q2: 262.1K shares2025-Q3: 260.4K shares2025-Q4: 260.5K shares2026-Q1: 259.3K shares2026-Q2: 260.2K shares
$31.72(+1432.36%)
2026-06-30
BRK.B
BERKSHIRE HATHAWAY INC DEL
4.63%179.2K$89.7M
+0.91%(+1.62K)
2025-Q2: 182.5K shares2025-Q3: 176.8K shares2025-Q4: 176.2K shares2026-Q1: 177.6K shares2026-Q2: 179.2K shares
$264.45(+89.58%)
2026-06-30
AMAT
APPLIED MATLS INC
4.08%109.2K$78.9M
-3.97%(-4.51K)
2025-Q2: 115.5K shares2025-Q3: 116.0K shares2025-Q4: 115.4K shares2026-Q1: 113.7K shares2026-Q2: 109.2K shares
$92.46(+475.17%)
2026-06-30
MA
MASTERCARD INCORPORATED
3.97%149.6K$76.8M
+0.72%(+1.07K)
2025-Q2: 147.1K shares2025-Q3: 147.5K shares2025-Q4: 148.7K shares2026-Q1: 148.5K shares2026-Q2: 149.6K shares
$46.71(+1113.43%)
2026-06-30
RSG
REPUBLIC SVCS INC
3.82%347.0K$73.9M
+1.47%(+5.04K)
2025-Q2: 335.2K shares2025-Q3: 337.7K shares2025-Q4: 344.5K shares2026-Q1: 341.9K shares2026-Q2: 347.0K shares
$36.81(+483.32%)
2026-06-30
PNC
PNC FINL SVCS GROUP INC
3.19%251.0K$61.8M
-0.76%(-1.92K)
2025-Q2: 248.0K shares2025-Q3: 249.7K shares2025-Q4: 252.9K shares2026-Q1: 252.9K shares2026-Q2: 251.0K shares
$90.82(+181.88%)
2026-06-30
TEL
TE CONNECTIVITY PLC
3.05%292.8K$59.0M
+1.11%(+3.20K)
2025-Q2: 293.9K shares2025-Q3: 294.4K shares2025-Q4: 289.5K shares2026-Q1: 289.6K shares2026-Q2: 292.8K shares
$111.55(+95.51%)
2026-06-30
TMO
THERMO FISHER SCIENTIFIC INC
3%115.7K$58.0M
+0.79%(+911)
2025-Q2: 109.9K shares2025-Q3: 111.4K shares2025-Q4: 114.0K shares2026-Q1: 114.8K shares2026-Q2: 115.7K shares
$190.66(+209.56%)
2026-06-30
VST
VISTRA CORP
2.99%364.8K$57.9M
-0.10%(-372)
2025-Q2: 466.2K shares2025-Q3: 460.3K shares2025-Q4: 448.2K shares2026-Q1: 365.1K shares2026-Q2: 364.8K shares
$18.89(+672.33%)
2026-06-30

About Guyasuta Investment Advisors INCโ€™s portfolio

Guyasuta Investment Advisors INC reports $1.94B in US-listed equity holdings across 276 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (6.5%), MSFT (5.0%) and BRK.B (4.6%). The top 20 holdings account for 62.54% of reported assets. Its disclosed equity book has returned +50.89% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
GOOG โ€” 7.7% ($126.20M)MSFT โ€” 5.9% ($97.08M)BRK.B โ€” 5.4% ($89.68M)AMAT โ€” 4.8% ($78.92M)MA โ€” 4.7% ($76.84M)RSG โ€” 4.5% ($73.93M)PNC โ€” 3.7% ($61.79M)TEL โ€” 3.6% ($59.03M)TMO โ€” 3.5% ($58.00M)VST โ€” 3.5% ($57.86M)Other โ€” 52.7% ($869.02M)
47%in top 10
  • GOOG7.7%
  • MSFT5.9%
  • BRK.B5.4%
  • AMAT4.8%
  • MA4.7%
  • RSG4.5%
  • PNC3.7%
  • TEL3.6%
  • TMO3.5%
  • VST3.5%
  • Other52.7%

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.

New buys
1
ULTAULTA BEAUTY INC0.4%
Added to
25
WMTWALMART INC+43.5%
RSGREPUBLIC SVCS INC+1.5%
NFLXNETFLIX INC.+7.6%
MCDMCDONALDS CORP+3.3%
+21 more
Trimmed
24
GOOGALPHABET INC-3.0%
AMATAPPLIED MATLS INC-4.0%
BDXBECTON DICKINSON & CO-4.5%
ASMLASML HLDG NV-1.9%
+20 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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