GUYASUTA INVESTMENT ADVISORS INC — 13F Holdings & Portfolio
CIK 928568 · latest 13F-HR filed 2026-07-20
GUYASUTA INVESTMENT ADVISORS INC manages $1.94B in 13F-reported U.S. long-equity assets across 277 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOG (6.52%), MSFT (5.02%), BRK.B (4.63%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 16 new positions, exited 8, added to 146, and trimmed 56.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 220
PITTSBURGH, PA 15238
$1.94B
Long-equity book
277
Distinct positions
2026-06-30
Filed 2026-07-20
+16 / −8 / ↑146 / ↓56
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- APPLIED MATLS INC$40.1M +103.1%
- ALPHABET INC$20.6M +19.5%
- ASML HLDG NV$17.2M +47.8%
- TAIWAN SEMICONDUCTOR MANUFAC$16.4M +40.8%
- PALO ALTO NETWORKS INC$13.8M +113.5%
Top Trims
- CHEVRON CORPORATION-$10.9M -20.1%
- NETFLIX INC.-$3.7M -20.1%
- EXXON MOBIL CORP-$3.6M -20.8%
- MCDONALDS CORP-$3.4M -10.2%
- CENCORA INC-$2.3M -12.4%
New Positions
- ULTA BEAUTY INC$7.9M
- HONEYWELL AEROSPACE INC$1.2M
- VANGUARD WELLINGTON FD$979.0K
- CROWDSTRIKE HLDGS INC$283.9K
- ATI INC$266.1K
Exited Positions
- HONEYWELL INTL INC$2.5M
- BORGWARNER INC$434.1K
- NOVO-NORDISK A S$313.7K
- BP PLC$294.9K
- BUILDERS FIRSTSOURCE INC$257.0K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 02079K107 | $126.2M | 6.52% | 357,169 | SH |
| 2 | MICROSOFT CORP | MSFT | 594918104 | $97.1M | 5.02% | 260,246 | SH |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $89.7M | 4.63% | 179,211 | SH |
| 4 | APPLIED MATLS INC | AMAT | 038222105 | $78.9M | 4.08% | 109,153 | SH |
| 5 | MASTERCARD INCORPORATED | MA | 57636Q104 | $76.8M | 3.97% | 149,615 | SH |
| 6 | REPUBLIC SVCS INC | RSG | 760759100 | $73.9M | 3.82% | 346,955 | SH |
| 7 | PNC FINL SVCS GROUP INC | PNC | 693475105 | $61.8M | 3.19% | 250,953 | SH |
| 8 | TE CONNECTIVITY PLC | TEL | G87052109 | $59.0M | 3.05% | 292,809 | SH |
| 9 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $58.0M | 3.00% | 115,679 | SH |
| 10 | VISTRA CORP | VST | 92840M102 | $57.9M | 2.99% | 364,751 | SH |
| 11 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $56.6M | 2.92% | 118,491 | SH |
| 12 | ASML HLDG NV | ASML | N07059210 | $53.4M | 2.76% | 26,829 | SH |
| 13 | QUANTA SVCS INC | PWR | 74762E102 | $50.7M | 2.62% | 70,447 | SH |
| 14 | LINDE PLC | LIN | G54950103 | $47.0M | 2.43% | 90,612 | SH |
| 15 | CHEVRON CORPORATION | CVX | 166764100 | $43.4M | 2.24% | 261,791 | SH |
| 16 | AMAZON COM INC | AMZN | 023135106 | $39.4M | 2.03% | 165,245 | SH |
| 17 | LOWES COS INC | LOW | 548661107 | $39.2M | 2.03% | 177,911 | SH |
| 18 | WESCO INTL INC | WCC | 95082P105 | $37.6M | 1.94% | 108,709 | SH |
| 19 | TEXAS INSTRS INC | TXN | 882508104 | $34.4M | 1.77% | 115,250 | SH |
| 20 | MCDONALDS CORP | MCD | 580135101 | $29.6M | 1.53% | 109,576 | SH |
| 21 | NVIDIA CORPORATION | NVDA | 67066G104 | $26.8M | 1.39% | 134,166 | SH |
| 22 | APPLE INC | AAPL | 037833100 | $26.4M | 1.37% | 91,383 | SH |
| 23 | JOHNSON & JOHNSON | JNJ | 478160104 | $26.1M | 1.35% | 102,689 | SH |
| 24 | PALO ALTO NETWORKS INC | PANW | 697435105 | $25.9M | 1.34% | 75,888 | SH |
| 25 | BECTON DICKINSON & CO | BDX | 075887109 | $24.0M | 1.24% | 158,657 | SH |
| 26 | EAGLE MATLS INC | EXP | 26969P108 | $21.7M | 1.12% | 96,301 | SH |
| 27 | FERGUSON ENTERPRISES INC | FERG | 31488V107 | $19.7M | 1.02% | 83,045 | SH |
| 28 | WALMART INC | WMT | 931142103 | $19.2M | 0.99% | 169,826 | SH |
| 29 | META PLATFORMS INC | META | 30303M102 | $16.6M | 0.86% | 29,503 | SH |
| 30 | CATERPILLAR INC | CAT | 149123101 | $16.6M | 0.86% | 15,554 | SH |
| 31 | VULCAN MATLS CO | VMC | 929160109 | $16.4M | 0.85% | 55,721 | SH |
| 32 | CENCORA INC | COR | 03073E105 | $16.0M | 0.83% | 56,463 | SH |
| 33 | NETFLIX INC. | NFLX | 64110L106 | $14.8M | 0.76% | 207,053 | SH |
| 34 | EXXON MOBIL CORP | XOM | 30231G102 | $13.7M | 0.71% | 100,106 | SH |
| 35 | PEPSICO INC | PEP | 713448108 | $13.6M | 0.70% | 100,489 | SH |
| 36 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $13.3M | 0.69% | 47,200 | SH |
| 37 | PROCTER & GAMBLE CO | PG | 742718109 | $13.0M | 0.67% | 88,689 | SH |
| 38 | EMERSON ELEC CO | EMR | 291011104 | $11.0M | 0.57% | 77,045 | SH |
| 39 | JPMORGAN CHASE & CO | JPM | 46625H100 | $10.7M | 0.55% | 32,545 | SH |
| 40 | ALPHABET INC | GOOGL | 02079K305 | $10.6M | 0.55% | 29,732 | SH |
| 41 | COCA COLA CO | KO | 191216100 | $10.6M | 0.55% | 130,158 | SH |
| 42 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $10.6M | 0.55% | 47,151 | SH |
| 43 | MERCK & CO INC | MRK | 58933Y105 | $8.4M | 0.44% | 65,671 | SH |
| 44 | ULTA BEAUTY INC | ULTA | 90384S303 | $7.9M | 0.41% | 17,481 | SH |
| 45 | CELESTICA INC | CLS | 15101Q207 | $7.8M | 0.40% | 21,382 | SH |
| 46 | HOME DEPOT INC | HD | 437076102 | $7.6M | 0.39% | 21,521 | SH |
| 47 | MICRON TECHNOLOGY INC | MU | 595112103 | $7.5M | 0.39% | 6,480 | SH |
| 48 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $7.3M | 0.38% | 9,735 | SH |
| 49 | ABBVIE INC | ABBV | 00287Y109 | $7.1M | 0.37% | 28,312 | SH |
| 50 | ISHARES TR | IVV | 464287200 | $6.9M | 0.36% | 9,255 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-20 | $1.94B | 277 | 0000928568-26-000003 |
| 2026-03-31 | 2026-04-17 | $1.73B | 269 | 0000928568-26-000002 |
| 2025-12-31 | 2026-01-23 | $1.75B | 265 | 0000928568-26-000001 |