GUYASUTA INVESTMENT ADVISORS INC — 13F Holdings & Portfolio
CIK 928568 · latest 13F-HR filed 2026-10-15
GUYASUTA INVESTMENT ADVISORS INC manages $1.91B in 13F-reported U.S. long-equity assets across 271 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are MSFT (6.93%), GOOG (6.31%), BRK.B (4.67%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 11 new positions and exited 17; 61 existing positions rose in reported value and 114 fell.
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.
Long-equity book
Distinct positions
Filed 2026-10-15
vs 2026-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q2 26 → Q3 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 41.8%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Feb 4, 2026.
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BARTOSH, RONALD, LEWIS Control | PARTNER & CHIEF COMPLIANCE OFFICER since Jan 2025 | 5–10% | Individual |
| BEUKEMA, HENRY, SHAW Control | CHAIRMAN & CEO since Jan 2026 | 25–50% | Individual |
| MAGOVERN, PAUL, JAMES Control | PARTNER since Jan 2026 | 25–50% | Individual |
| TODD, JEFFREY, BATON Control | PARTNER since Jan 2026 | 25–50% | Individual |
Ownership & leadership changes · 13 filings with changes since Mar 30, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedMADISON, ALBERT, HENRY · PARTNER · 10–25% · control person · listed since Jan 2021
- ChangedBEUKEMA, HENRY, SHAW · ownership 10–25% → 25–50%
- ChangedMAGOVERN, PAUL, JAMES · ownership 10–25% → 25–50%
- ChangedTODD, JEFFREY, BATON · ownership 10–25% → 25–50%
- No longer listedFOSTER, NANCY, BRADSHAW · PRESIDENT · 5–10% · control person · listed since Jan 2024
- ChangedBARTOSH, RONALD, LEWIS · ownership Less than 5% → 5–10%
- No longer listedTEPLITZ, MATTHEW, JAY · PARTNER · 5–10% · control person · listed since Jan 2023
- ChangedFOSTER, NANCY, BRADSHAW · ownership 10–25% → 5–10%
- ChangedTEPLITZ, MATTHEW, JAY · ownership 10–25% → 5–10%
- ChangedMADISON, ALBERT, HENRY · ownership 5–10% → 10–25%
- AddedMADISON, ALBERT, HENRY · PARTNER · 5–10% · control person
- ChangedTODD, JEFFREY, BATON · ownership 5–10% → 10–25%
- No longer listedMEYER, RICHARD, BATON · VICE CHAIRMAN · 5–10% · control person · listed since Jan 2018
- ChangedBEUKEMA, HENRY, SHAW · ownership 25–50% → 10–25%
- ChangedFOSTER, NANCY, BRADSHAW · ownership 25–50% → 10–25%
- ChangedMAGOVERN, PAUL, JAMES · ownership 5–10% → 10–25%
- ChangedTEPLITZ, MATTHEW, JAY · ownership 25–50% → 10–25%
- ChangedTODD, JEFFREY, BATON · ownership Less than 5% → 5–10%
- AddedTODD, JEFFREY, BATON · PARTNER · Less than 5% · control person
- ChangedMAGOVERN, PAUL, JAMES · ownership Less than 5% → 5–10%
- ChangedMEYER, RICHARD, BATON · ownership 10–25% → 5–10%
- AddedMAGOVERN, PAUL, JAMES · PARTNER · Less than 5% · control person
- ChangedBEUKEMA, HENRY, SHAW · ownership 10–25% → 25–50%
- ChangedFOSTER, NANCY, BRADSHAW · ownership 10–25% → 25–50%
- ChangedTEPLITZ, MATTHEW, JAY · ownership 10–25% → 25–50%
- ChangedBEUKEMA, HENRY, SHAW · title PRESIDENT → CHAIRMAN & CEO
- ChangedFOSTER, NANCY, BRADSHAW · title PARTNER → PRESIDENT
- ChangedMEYER, RICHARD, BATON · title CHAIRMAN & CEO → VICE CHAIRMAN
Older changes (4 more filings)
- ChangedBEUKEMA, HENRY, SHAW · ownership 25–50% → 10–25%
- ChangedFOSTER, NANCY, BRADSHAW · ownership 25–50% → 10–25%
- ChangedMEYER, RICHARD, BATON · ownership 25–50% → 10–25%
- AddedTEPLITZ, MATTHEW, JAY · PARTNER · 10–25% · control person
- No longer listedMATHIESON, PETER, FERRIS · PRESIDENT · 10–25% · control person · listed since Feb 2012
- ChangedBEUKEMA, HENRY, SHAW · title PARTNER → PRESIDENT; ownership 10–25% → 25–50%
- ChangedFOSTER, NANCY, BRADSHAW · ownership 10–25% → 25–50%
- ChangedMEYER, RICHARD, BATON · ownership 10–25% → 25–50%
- ListedBARTOSH, RONALD, LEWIS · PARTNER & CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ListedBEUKEMA, HENRY, SHAW · PARTNER · 10–25% · control person
- ListedFOSTER, NANCY, BRADSHAW · PARTNER · 10–25% · control person
- ListedMATHIESON, PETER, FERRIS · PRESIDENT · 10–25% · control person
- ListedMEYER, RICHARD, BATON · CHAIRMAN & CEO · 10–25% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- MICROSOFT CORP$35.3M +36.3%
- THERMO FISHER SCIENTIFIC INC$18.6M +32.1%
- ELI LILLY & CO$10.6M +342.9%
- CHEVRON CORPORATION$9.6M +22.1%
- MASTERCARD INCORPORATED$5.1M +6.7%
Top Trims
- APPLIED MATLS INC-$35.7M -45.3%
- NETFLIX INC.-$12.3M -83.2%
- ASML HLDG NV-$8.1M -15.1%
- VISTRA CORP-$7.5M -12.9%
- QUANTA SVCS INC-$6.2M -12.2%
New Positions
- EXXONMOBIL HOLDINGS CORP$16.0M
- SPACE EXPLORATION TECHN CORP$662.9K
- HONEYWELL INTL INC$642.2K
- ISHARES TR$533.5K
- ISHARES TR$270.8K
Exited Positions
- EXXON MOBIL CORP$13.7M
- DICKS SPORTING GOODS INC$365.2K
- INTERCONTINENTAL EXCHANGE IN$343.3K
- ZOETIS INC$302.5K
- MEDTRONIC PLC$272.6K
GUYASUTA INVESTMENT ADVISORS INC Holdings (2026-09-30)
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 | MICROSOFT CORP | MSFT | 594918104 | $132.4M | 6.93% | 258,060 | SH |
| 2 | ALPHABET INC | GOOG | 02079K107 | $120.5M | 6.31% | 353,711 | SH |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $89.2M | 4.67% | 179,155 | SH |
| 4 | MASTERCARD INCORPORATED | MA | 57636Q104 | $82.0M | 4.29% | 148,630 | SH |
| 5 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $76.6M | 4.01% | 113,471 | SH |
| 6 | REPUBLIC SVCS INC | RSG | 760759100 | $72.8M | 3.81% | 346,671 | SH |
| 7 | TE CONNECTIVITY PLC | TEL | G87052109 | $62.4M | 3.27% | 295,744 | SH |
| 8 | PNC FINL SVCS GROUP INC | PNC | 693475105 | $55.8M | 2.92% | 251,005 | SH |
| 9 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $53.5M | 2.80% | 117,280 | SH |
| 10 | CHEVRON CORPORATION | CVX | 166764100 | $53.0M | 2.77% | 259,357 | SH |
| 11 | VISTRA CORP | VST | 92840M102 | $50.4M | 2.64% | 364,074 | SH |
| 12 | ASML HLDG NV | ASML | N07059210 | $45.3M | 2.37% | 25,000 | SH |
| 13 | QUANTA SVCS INC | PWR | 74762E102 | $44.6M | 2.33% | 69,345 | SH |
| 14 | APPLIED MATLS INC | AMAT | 038222105 | $43.2M | 2.26% | 84,485 | SH |
| 15 | LINDE PLC | LIN | G54950103 | $43.1M | 2.26% | 90,825 | SH |
| 16 | AMAZON COM INC | AMZN | 023135106 | $40.7M | 2.13% | 163,535 | SH |
| 17 | WESCO INTL INC | WCC | 95082P105 | $38.6M | 2.02% | 107,218 | SH |
| 18 | LOWES COS INC | LOW | 548661107 | $33.4M | 1.75% | 181,150 | SH |
| 19 | TEXAS INSTRS INC | TXN | 882508104 | $32.2M | 1.69% | 114,970 | SH |
| 20 | NVIDIA CORPORATION | NVDA | 67066G104 | $30.8M | 1.61% | 134,947 | SH |
| 21 | APPLE INC | AAPL | 037833100 | $30.3M | 1.59% | 91,052 | SH |
| 22 | PALO ALTO NETWORKS INC | PANW | 697435105 | $29.7M | 1.56% | 74,847 | SH |
| 23 | BECTON DICKINSON & CO | BDX | 075887109 | $27.6M | 1.45% | 154,195 | SH |
| 24 | MCDONALDS CORP | MCD | 580135101 | $26.6M | 1.39% | 115,082 | SH |
| 25 | JOHNSON & JOHNSON | JNJ | 478160104 | $26.3M | 1.38% | 99,503 | SH |
| 26 | META PLATFORMS INC | META | 30303M102 | $21.2M | 1.11% | 29,214 | SH |
| 27 | FERGUSON ENTERPRISES INC | FERG | 31488V107 | $18.6M | 0.97% | 83,468 | SH |
| 28 | WALMART INC | WMT | 931142103 | $18.5M | 0.97% | 178,090 | SH |
| 29 | CENCORA INC | COR | 03073E105 | $16.9M | 0.88% | 56,288 | SH |
| 30 | EAGLE MATLS INC | EXP | 26969P108 | $16.8M | 0.88% | 98,366 | SH |
| 31 | EXXONMOBIL HOLDINGS CORP | XOM | 30233Q108 | $16.0M | 0.84% | 98,252 | SH |
| 32 | VULCAN MATLS CO | VMC | 929160109 | $14.1M | 0.74% | 57,760 | SH |
| 33 | ELI LILLY & CO | LLY | 532457108 | $13.7M | 0.72% | 11,817 | SH |
| 34 | PROCTER & GAMBLE CO | PG | 742718109 | $12.7M | 0.67% | 87,622 | SH |
| 35 | CATERPILLAR INC | CAT | 149123101 | $12.6M | 0.66% | 15,516 | SH |
| 36 | PEPSICO INC | PEP | 713448108 | $11.9M | 0.62% | 94,180 | SH |
| 37 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $11.9M | 0.62% | 46,192 | SH |
| 38 | EMERSON ELEC CO | EMR | 291011104 | $11.8M | 0.62% | 76,254 | SH |
| 39 | COCA COLA CO | KO | 191216100 | $11.1M | 0.58% | 128,642 | SH |
| 40 | JPMORGAN CHASE & CO | JPM | 46625H100 | $10.3M | 0.54% | 31,165 | SH |
| 41 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $9.8M | 0.51% | 44,444 | SH |
| 42 | ALPHABET INC | GOOGL | 02079K305 | $9.8M | 0.51% | 28,338 | SH |
| 43 | ULTA BEAUTY INC | ULTA | 90384S303 | $9.6M | 0.50% | 17,521 | SH |
| 44 | MERCK & CO INC | MRK | 58933Y105 | $8.9M | 0.47% | 61,219 | SH |
| 45 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $8.0M | 0.42% | 10,437 | SH |
| 46 | CELESTICA INC | CLS | 15101Q207 | $7.4M | 0.39% | 20,422 | SH |
| 47 | ABBVIE INC | ABBV | 00287Y109 | $7.1M | 0.37% | 27,020 | SH |
| 48 | ISHARES TR | IVV | 464287200 | $7.0M | 0.37% | 9,125 | SH |
| 49 | MICRON TECHNOLOGY INC | MU | 595112103 | $6.8M | 0.35% | 6,341 | SH |
| 50 | VANGUARD INDEX FDS | VTI | 922908769 | $6.7M | 0.35% | 17,994 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-09-30 | 2026-10-15 | $1.91B | 271 | 0000928568-26-000004 |
| 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 |
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