GUYASUTA INVESTMENT ADVISORS INC — 13F Holdings & Portfolio
CIK 928568 · latest 13F-HR filed 2026-04-17
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.
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AUM
$1.73B
Long-equity book
Holdings
269
Distinct positions
Period
2026-03-31
Filed 2026-04-17
Q/Q Activity
+13 / −9 / ↑102 / ↓88
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CHEVRON CORPORATION$14.0M +34.7%
- PALO ALTO NETWORKS INC$11.4M +1607.7%
- APPLIED MATLS INC$9.2M +31.0%
- QUANTA SVCS INC$8.7M +28.2%
- ASML HLDG NV$6.4M +21.4%
Top Trims
- MICROSOFT CORP-$30.0M -23.8%
- VISTRA CORP-$17.4M -24.1%
- ALPHABET INC-$12.8M -10.8%
- MASTERCARD INCORPORATED-$10.7M -12.6%
- THERMO FISHER SCIENTIFIC INC-$9.6M -14.6%
New Positions
- ISHARES TR$3.6M
- WATERS CORP$724.0K
- AMERICAN CENTY ETF TR$518.8K
- AMERICAN CENTY ETF TR$518.4K
- AMERICAN CENTY ETF TR$510.8K
Exited Positions
- HILLENBRAND INC$1.6M
- PG&E CORP$522.3K
- MAGNUM ICE CREAM CO NV$322.2K
- RENAISSANCERE HLDGS LTD$281.2K
- SERVICENOW INC$252.8K
All Holdings
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 | $105.6M | 6.11% | 368,246 | SH |
| 2 | MICROSOFT CORP | MSFT | 594918104 | $96.0M | 5.55% | 259,332 | SH |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $85.1M | 4.92% | 177,590 | SH |
| 4 | REPUBLIC SVCS INC | RSG | 760759100 | $74.9M | 4.33% | 341,919 | SH |
| 5 | MASTERCARD INCORPORATED | MA | 57636Q104 | $74.2M | 4.29% | 148,549 | SH |
| 6 | TE CONNECTIVITY PLC | TEL | G87052109 | $60.5M | 3.50% | 289,605 | SH |
| 7 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $56.4M | 3.26% | 114,768 | SH |
| 8 | VISTRA CORP | VST | 92840M102 | $54.9M | 3.18% | 365,123 | SH |
| 9 | CHEVRON CORPORATION | CVX | 166764100 | $54.3M | 3.14% | 262,496 | SH |
| 10 | PNC FINL SVCS GROUP INC | PNC | 693475105 | $52.6M | 3.04% | 252,870 | SH |
| 11 | LINDE PLC | LIN | G54950103 | $45.2M | 2.61% | 91,077 | SH |
| 12 | LOWES COS INC | LOW | 548661107 | $41.4M | 2.40% | 175,193 | SH |
| 13 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $40.2M | 2.32% | 118,882 | SH |
| 14 | QUANTA SVCS INC | PWR | 74762E102 | $39.3M | 2.27% | 71,605 | SH |
| 15 | APPLIED MATLS INC | AMAT | 038222105 | $38.8M | 2.25% | 113,665 | SH |
| 16 | ASML HLDG NV | ASML | N07059210 | $36.1M | 2.09% | 27,350 | SH |
| 17 | AMAZON COM INC | AMZN | 023135106 | $34.4M | 1.99% | 165,038 | SH |
| 18 | MCDONALDS CORP | MCD | 580135101 | $33.0M | 1.91% | 106,107 | SH |
| 19 | WESCO INTL INC | WCC | 95082P105 | $30.5M | 1.76% | 111,291 | SH |
| 20 | BECTON DICKINSON & CO | BDX | 075887109 | $26.1M | 1.51% | 166,187 | SH |
| 21 | JOHNSON & JOHNSON | JNJ | 478160104 | $25.3M | 1.46% | 103,368 | SH |
| 22 | APPLE INC | AAPL | 037833100 | $23.1M | 1.34% | 91,121 | SH |
| 23 | NVIDIA CORPORATION | NVDA | 67066G104 | $23.0M | 1.33% | 131,920 | SH |
| 24 | TEXAS INSTRS INC | TXN | 882508104 | $22.7M | 1.31% | 116,814 | SH |
| 25 | FERGUSON ENTERPRISES INC | FERG | 31488V107 | $19.1M | 1.11% | 82,091 | SH |
| 26 | NETFLIX INC. | NFLX | 64110L106 | $18.5M | 1.07% | 192,343 | SH |
| 27 | CENCORA INC | COR | 03073E105 | $18.2M | 1.05% | 58,038 | SH |
| 28 | EAGLE MATLS INC | EXP | 26969P108 | $18.1M | 1.05% | 95,518 | SH |
| 29 | EXXON MOBIL CORP | XOM | 30231G102 | $17.3M | 1.00% | 101,871 | SH |
| 30 | META PLATFORMS INC | META | 30303M102 | $16.6M | 0.96% | 28,998 | SH |
| 31 | PEPSICO INC | PEP | 713448108 | $15.8M | 0.92% | 102,053 | SH |
| 32 | VULCAN MATLS CO | VMC | 929160109 | $14.8M | 0.86% | 54,344 | SH |
| 33 | WALMART INC | WMT | 931142103 | $14.7M | 0.85% | 118,360 | SH |
| 34 | PROCTER & GAMBLE CO | PG | 742718109 | $12.9M | 0.75% | 89,267 | SH |
| 35 | PALO ALTO NETWORKS INC | PANW | 697435105 | $12.1M | 0.70% | 75,618 | SH |
| 36 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $11.2M | 0.65% | 46,148 | SH |
| 37 | CATERPILLAR INC | CAT | 149123101 | $11.1M | 0.64% | 15,629 | SH |
| 38 | COCA COLA CO | KO | 191216100 | $10.2M | 0.59% | 133,522 | SH |
| 39 | EMERSON ELEC CO | EMR | 291011104 | $10.1M | 0.59% | 77,396 | SH |
| 40 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $9.8M | 0.57% | 48,406 | SH |
| 41 | JPMORGAN CHASE & CO | JPM | 46625H100 | $9.6M | 0.55% | 32,486 | SH |
| 42 | ALPHABET INC | GOOGL | 02079K305 | $8.6M | 0.50% | 29,963 | SH |
| 43 | MERCK & CO INC | MRK | 58933Y105 | $8.0M | 0.46% | 66,549 | SH |
| 44 | HOME DEPOT INC | HD | 437076102 | $7.1M | 0.41% | 21,517 | SH |
| 45 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $6.3M | 0.36% | 9,630 | SH |
| 46 | ABBVIE INC | ABBV | 00287Y109 | $6.1M | 0.35% | 28,181 | SH |
| 47 | CELESTICA INC | CLS | 15101Q207 | $6.1M | 0.35% | 21,625 | SH |
| 48 | ISHARES TR | IVV | 464287200 | $6.0M | 0.35% | 9,251 | SH |
| 49 | VANGUARD INSTL INDEX FD | VGUS | 922040852 | $5.9M | 0.34% | 77,552 | SH |
| 50 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $5.8M | 0.34% | 73,311 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-17 | $1.73B | 269 | 0000928568-26-000002 |
| 2025-12-31 | 2026-01-23 | $1.75B | 265 | 0000928568-26-000001 |