GUYASUTA INVESTMENT ADVISORS INC
Sector Allocation
- Technology35.6%$680.8M
- Financials13.9%$266.2M
- Consumer Discretionary9.6%$182.7M
- Healthcare9.3%$178.4M
- Utilities6.7%$127.8M
- Industrials6.3%$119.5M
- Materials4.9%$93.4M
- Consumer Staples4.8%$90.9M
- Other4.4%$83.3M
- Energy4.0%$77.4M
AUM History
13fpro.ai/research/fund/guyasuta-investment-advisors-inc-928568
Conviction and streaks
Concentrating · top 10 = 41.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
MSFT
$132.4MGOOG
$120.5MBRK.B
$89.2MMA
$82.0MTMO
$76.6MRSG
$72.8MTEL
$62.4MPNC
$55.8MTSM
$53.5MCVX
$53.0MVST
$50.4MASML
$45.3MPWR
$44.6MAMAT
$43.2MLIN
$43.1MAMZN
$40.7MWCC
$38.6MLOW
$33.4MTXN
$32.2MNVDA
$30.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/guyasuta-investment-advisors-inc-928568
GUYASUTA INVESTMENT ADVISORS INC 13F holdings — Q3 2026
$1.9B portfolio (-1.3% QoQ) · 270 holdings · Q3 2026 13F · top 10 are 42% of the stock portfolio
$132.4M
6.9% of stocks
-0.8%This quarter-1.3%Since filed8+ qtrsHeld$120.5M
6.3% of stocks
-1.0%This quarter-8.9%Since filed8+ qtrsHeld$89.2M
4.7% of stocks
-0.0%This quarter—Since filed8+ qtrsHeld$82.0M
4.3% of stocks
-0.7%This quarter-0.5%Since filed8+ qtrsHeld$76.6M
4.0% of stocks
-2%This quarter-1.7%Since filed8+ qtrsHeld$72.8M
3.8% of stocks
-0.1%This quarter+5.1%Since filed8+ qtrsHeld$62.4M
3.3% of stocks
+1%This quarter+0.4%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$55.8M
2.9% of stocks
+0.0%This quarter+5.1%Since filed8+ qtrsHeld$53.5M
2.8% of stocks
-1%This quarter+0.5%Since filed8+ qtrsHeld$53.0M
2.8% of stocks
-0.9%This quarter+5.8%Since filed8+ qtrsHeld
All holdings — GUYASUTA INVESTMENT ADVISORS INC (Q3 2026)
270 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Vistra Corp. | Utilities | $50.4M | 2.6% | 364K | -0.2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | ASML HOLDING NV | Technology | $45.3M | 2.4% | 25K | -7% | 8+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | QUANTA SERVICES, INC. | Industrials | $44.6M | 2.3% | 69K | -2% | 8+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | APPLIED MATERIALS INC /DE | Technology | $43.2M | 2.3% | 84K | -23% | 8+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | LINDE PLC | Materials | $43.1M | 2.3% | 91K | +0.2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | AMAZON COM INC | Consumer Discretionary | $40.7M | 2.1% | 164K | -1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | WESCO INTERNATIONAL INC | Consumer Discretionary | $38.6M | 2.0% | 107K | -1% | 8+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | LOWES COMPANIES INC | Consumer Discretionary | $33.4M | 1.8% | 181K | +2% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | TEXAS INSTRUMENTS INC | Technology | $32.2M | 1.7% | 115K | -0.2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | NVIDIA CORP | Technology | $30.8M | 1.6% | 135K | +0.6% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Apple Inc. | Technology | $30.3M | 1.6% | 91K | -0.4% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Palo Alto Networks Inc | Technology | $29.7M | 1.6% | 75K | -1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | BECTON DICKINSON & CO | Healthcare | $27.6M | 1.4% | 154K | -3% | 8+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | MCDONALDS CORP | Consumer Discretionary | $26.6M | 1.4% | 115K | +5% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | JOHNSON & JOHNSON | Healthcare | $26.3M | 1.4% | 100K | -3% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $META | Meta Platforms, Inc. | Technology | $21.2M | 1.1% | 29K | -1.0% | |||
| 27 | $FERG | Ferguson Enterprises Inc. /DE/ | Consumer Discretionary | $18.6M | 1.0% | 83K | +0.5% | |||
| 28 | $WMT | Walmart Inc. | Consumer Staples | $18.5M | 1.0% | 178K | +5% | |||
| 29 | $COR | Cencora, Inc. | Consumer Staples | $16.9M | 0.9% | 56K | -0.3% | |||
| 30 | $EXP | EAGLE MATERIALS INC | Materials | $16.8M | 0.9% | 98K | +2% | |||
| 31 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $16.0M | 0.8% | 98K | -2% | |||
| 32 | $VMC | Vulcan Materials CO | Materials | $14.1M | 0.7% | 58K | +4% | |||
| 33 | $LLY | ELI LILLY & Co | Healthcare | $13.7M | 0.7% | 12K | +359% | |||
| 34 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $12.7M | 0.7% | 88K | -1% | |||
| 35 | $CAT | CATERPILLAR INC | Industrials | $12.6M | 0.7% | 16K | -0.2% | |||
| 36 | $PEP | PEPSICO INC | Consumer Staples | $11.9M | 0.6% | 94K | -6% | |||
| 37 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $11.9M | 0.6% | 46K | -2% | |||
| 38 | $EMR | EMERSON ELECTRIC CO | Industrials | $11.8M | 0.6% | 76K | -1% | |||
| 39 | $KO | COCA COLA CO | Consumer Staples | $11.1M | 0.6% | 129K | -1% | |||
| 40 | $JPM | JPMORGAN CHASE & CO | Financials | $10.3M | 0.5% | 31K | -4% | |||
| 41 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $9.8M | 0.5% | 44K | -6% | |||
| 42 | $GOOGL | Alphabet Inc. | Technology | $9.8M | 0.5% | 28K | -5% | |||
| 43 | $ULTA | Ulta Beauty, Inc. | Consumer Discretionary | $9.6M | 0.5% | 18K | +0.2% | |||
| 44 | $MRK | Merck & Co., Inc. | Healthcare | $8.9M | 0.5% | 61K | -7% | |||
| 45 | $SPY | SPDR S&P 500 ETF TRUST | — | $8.0M | 0.4% | 10K | +7% | |||
| 46 | $CLS | CELESTICA INC | Technology | $7.4M | 0.4% | 20K | -4% | |||
| 47 | $ABBV | AbbVie Inc. | Healthcare | $7.1M | 0.4% | 27K | -5% | |||
| 48 | — | ISHARES TR - CORE S&P500 ETF | — | $7.0M | 0.4% | 9,125 | -1% | |||
| 49 | $MU | MICRON TECHNOLOGY INC | Technology | $6.8M | 0.3% | 6,341 | -2% | |||
| 50 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $6.7M | 0.3% | 18K | -0.7% | |||
| 51 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $5.9M | 0.3% | 21K | -3% | |||
| 52 | $PKG | PACKAGING CORP OF AMERICA | Materials | $5.7M | 0.3% | 25K | -3% | |||
| 53 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $5.7M | 0.3% | 74K | — | |||
| 54 | $PM | Philip Morris International Inc. | Consumer Staples | $5.4M | 0.3% | 28K | +0.5% | |||
| 55 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $5.2M | 0.3% | 7 | — | |||
| 56 | $PPG | PPG INDUSTRIES INC | Materials | $5.1M | 0.3% | 49K | -2% | |||
| 57 | — | ISHARES TR - RUS 1000 ETF | — | $5.0M | 0.3% | 12K | — | |||
| 58 | $GE | GENERAL ELECTRIC CO | Industrials | $4.9M | 0.3% | 16K | -0.2% | |||
| 59 | $UL | UNILEVER PLC | Consumer Staples | $4.7M | 0.3% | 78K | -10% | |||
| 60 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $4.6M | 0.2% | 52K | +6% | |||
| 61 | $PH | Parker-Hannifin Corp | Industrials | $4.3M | 0.2% | 4,481 | -4% | |||
| 62 | $AVGO | Broadcom Inc. | Technology | $4.3M | 0.2% | 12K | -11% | |||
| 63 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $4.1M | 0.2% | 126K | +1% | |||
| 64 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $4.0M | 0.2% | 26K | -0.3% | |||
| 65 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $3.8M | 0.2% | 8,623 | — | |||
| 66 | $DE | DEERE & CO | Industrials | $3.6M | 0.2% | 5,429 | -10% | |||
| 67 | $GEV | GE Vernova Inc. | Industrials | $3.6M | 0.2% | 3,760 | +0.3% | |||
| 68 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $3.6M | 0.2% | 42K | -5% | |||
| 69 | $DELL | Dell Technologies Inc. | Technology | $3.5M | 0.2% | 6,492 | +0.0% | |||
| 70 | $UNP | UNION PACIFIC CORP | Industrials | $3.4M | 0.2% | 13K | -2% | |||
| 71 | — | ISHARES TR - ULTRA SHORT DUR | — | $3.4M | 0.2% | 67K | -1% | |||
| 72 | $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | Consumer Discretionary | $3.3M | 0.2% | 10K | -0.7% | |||
| 73 | $LRCX | LAM RESEARCH CORP | Technology | $3.3M | 0.2% | 10K | -26% | |||
| 74 | $PFE | PFIZER INC | Healthcare | $3.2M | 0.2% | 113K | -0.2% | |||
| 75 | $RTX | RTX Corp | Industrials | $3.2M | 0.2% | 17K | -8% | |||
| 76 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $3.1M | 0.2% | 5,112 | -22% | |||
| 77 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $3.0M | 0.2% | 4,286 | +15% | |||
| 78 | $BNY | Bank of New York Mellon Corp | Financials | $2.9M | 0.1% | 20K | +0.1% | |||
| 79 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $2.9M | 0.1% | 46K | +0.0% | |||
| 80 | $WM | WASTE MANAGEMENT INC | Utilities | $2.9M | 0.1% | 14K | -4% | |||
| 81 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $2.6M | 0.1% | 11K | -10% | |||
| 82 | $NFLX | NETFLIX INC | Communication Services | $2.5M | 0.1% | 36K | -83% | |||
| 83 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $2.3M | 0.1% | 25K | -7% | |||
| 84 | $TT | Trane Technologies plc | Technology | $2.3M | 0.1% | 5,183 | — | |||
| 85 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $2.3M | 0.1% | 3,075 | -0.8% | |||
| 86 | $GTX | Garrett Motion Inc. | Industrials | $2.3M | 0.1% | 87K | -0.9% | |||
| 87 | $INTC | INTEL CORP | Technology | $2.2M | 0.1% | 19K | — | |||
| 88 | $WTS | WATTS WATER TECHNOLOGIES INC | Industrials | $2.2M | 0.1% | 6,255 | -6% | |||
| 89 | — | VANGUARD INSTL INDEX FD - ULTR SHOR TR ETF | — | $2.2M | 0.1% | 29K | -59% | |||
| 90 | $PSX | Phillips 66 | Energy | $2.2M | 0.1% | 8,514 | +0.2% | |||
| 91 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.1M | 0.1% | 2,357 | -0.8% | |||
| 92 | $IVZ | Invesco Ltd. | Financials | $2.1M | 0.1% | 10K | +0.2% | |||
| 93 | $IEX | IDEX CORP /DE/ | Industrials | $2.1M | 0.1% | 9,159 | -0.5% | |||
| 94 | $ABT | ABBOTT LABORATORIES | Healthcare | $2.0M | 0.1% | 20K | -10% | |||
| 95 | — | VANGUARD WELLINGTON FD - US MINIMUM | — | $2.0M | 0.1% | 14K | +102% | |||
| 96 | $CCZ | COMCAST CORP | Communication Services | $1.9M | 0.1% | 89K | — | |||
| 97 | $V | VISA INC. | Financials | $1.9M | 0.1% | 5,295 | -1% | |||
| 98 | $CB | Chubb Ltd | Financials | $1.9M | 0.1% | 5,749 | — | |||
| 99 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.9M | 0.1% | 3,666 | -2% | |||
| 100 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $1.8M | 0.1% | 5,165 | — | |||
| 101 | $RPM | RPM INTERNATIONAL INC/DE/ | Materials | $1.8M | 0.1% | 18K | — | |||
| 102 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.7M | 0.1% | 4,848 | -1% | |||
| 103 | $CMI | CUMMINS INC | Industrials | $1.6M | 0.1% | 3,186 | +7% | |||
| 104 | $LNC | LINCOLN NATIONAL CORP | Financials | $1.6M | 0.1% | 40K | +32% | |||
| 105 | — | ISHARES TR - RUSSELL 2000 ETF | — | $1.6M | 0.1% | 5,717 | — | |||
| 106 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.6M | 0.1% | 16K | +34% | |||
| 107 | $WT | WisdomTree, Inc. | Financials | $1.6M | 0.1% | 16K | +126% | |||
| 108 | $AMGN | AMGEN INC | Healthcare | $1.6M | 0.1% | 3,712 | +2% | |||
| 109 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $1.5M | 0.1% | 17K | — | |||
| 110 | $SNX | TD SYNNEX CORP | Technology | $1.5M | 0.1% | 5,915 | — | |||
| 111 | $COP | CONOCOPHILLIPS | Energy | $1.5M | 0.1% | 12K | -0.8% | |||
| 112 | $NVS | NOVARTIS AG | Healthcare | $1.5M | 0.1% | 10K | -3% | |||
| 113 | $BA | BOEING CO | Industrials | $1.5M | 0.1% | 7,958 | -0.5% | |||
| 114 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.5M | 0.1% | 32K | -0.5% | |||
| 115 | $PLD | Prologis, Inc. | Real Estate | $1.5M | 0.1% | 11K | -6% | |||
| 116 | $SPGI | S&P Global Inc. | Financials | $1.4M | 0.1% | 3,674 | +0.2% | |||
| 117 | $TGT | TARGET CORP | Consumer Staples | $1.4M | 0.1% | 8,940 | -5% | |||
| 118 | $GD | GENERAL DYNAMICS CORP | Industrials | $1.4M | 0.1% | 4,183 | — | |||
| 119 | $HWM | Howmet Aerospace Inc. | Materials | $1.4M | 0.1% | 6,116 | — | |||
| 120 | $DASH | DoorDash, Inc. | Consumer Discretionary | $1.3M | 0.1% | 7,188 | — | |||
| 121 | $ETN | Eaton Corp plc | Industrials | $1.3M | 0.1% | 2,973 | — | |||
| 122 | $GH | Guardant Health, Inc. | Healthcare | $1.2M | 0.1% | 7,000 | — | |||
| 123 | $MMM | 3M CO | Healthcare | $1.2M | 0.1% | 7,359 | — | |||
| 124 | — | ISHARES TR - CORE DIVID ETF | — | $1.2M | 0.1% | 19K | +141% | |||
| 125 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $1.2M | 0.1% | 3,784 | -0.2% | |||
| 126 | $MPC | Marathon Petroleum Corp | Energy | $1.2M | 0.1% | 2,911 | — | |||
| 127 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $1.1M | 0.1% | 14K | -6% | |||
| 128 | $SYY | SYSCO CORP | Consumer Discretionary | $1.1M | 0.1% | 14K | — | |||
| 129 | $MTD | METTLER TOLEDO INTERNATIONAL INC/ | Healthcare | $1.0M | 0.1% | 689 | — | |||
| 130 | $PLTR | Palantir Technologies Inc. | Technology | $1.0M | 0.1% | 5,470 | +0.1% | |||
| 131 | $APD | Air Products & Chemicals, Inc. | Materials | $1.0M | 0.1% | 3,617 | — | |||
| 132 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $1.0M | 0.1% | 3,906 | — | |||
| 133 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $973K | 0.1% | 3,420 | — | |||
| 134 | $T | AT&T INC. | Communication Services | $926K | 0.1% | 38K | -3% | |||
| 135 | $CSCO | CISCO SYSTEMS, INC. | Technology | $921K | 0.1% | 8,560 | -4% | |||
| 136 | — | ISHARES TR - S&P 500 GRWT ETF | — | $900K | 0.1% | 6,324 | — | |||
| 137 | $CIEN | CIENA CORP | Technology | $867K | 0.1% | 2,465 | — | |||
| 138 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $853K | 0.0% | 1,400 | — | |||
| 139 | $AJG | Arthur J. Gallagher & Co. | Financials | $851K | 0.0% | 3,730 | -12% | |||
| 140 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $837K | 0.0% | 4,276 | +1% | |||
| 141 | $CSX | CSX CORP | Industrials | $795K | 0.0% | 17K | — | |||
| 142 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $790K | 0.0% | 15K | +4% | |||
| 143 | $KEYS | Keysight Technologies, Inc. | Technology | $790K | 0.0% | 2,169 | -28% | |||
| 144 | — | ISHARES TR - CORE S&P MCP ETF | — | $789K | 0.0% | 11K | +3% | |||
| 145 | — | ARK ETF TR - INNOVATION ETF | — | $767K | 0.0% | 8,610 | — | |||
| 146 | $GLD | SPDR GOLD TRUST | Financials | $758K | 0.0% | 1,990 | -1% | |||
| 147 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $730K | 0.0% | 6,200 | +37% | |||
| 148 | $KMB | KIMBERLY CLARK CORP | Materials | $728K | 0.0% | 7,475 | -2% | |||
| 149 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $724K | 0.0% | 3,105 | +0.6% | |||
| 150 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $723K | 0.0% | 13K | -6% |
What changed in Q3 2026
Against the previous quarter's 13F: 10 new, 62 added to, 108 trimmed, 16 sold out. Share-count changes; largest moves by dollar size first.
New positions (10)
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$663Kfirst bought this quarter
$HONHONEYWELL INTERNATIONAL INC$642K
first bought this quarter
- ISHARES TR - NATIONAL MUN ETF$534K
first bought this quarter
- ISHARES TR - CORE US AGGBD ET$271K
first bought this quarter
$HPEHewlett Packard Enterprise Co$235K
first bought this quarter
$SHELShell plc$228K
first bought this quarter
+4 more in the Excel export
Added to (62)
$LLYELI LILLY & Co+359%
now $13.7M · held 8+ qtrs, 3 adds in a row
$MCDMCDONALDS CORP+5%
now $26.6M · held 8+ qtrs, 2 adds in a row
- VANGUARD WELLINGTON FD - US MINIMUM+102%
now $2.0M
$WTWisdomTree, Inc.+126%
now $1.6M · held 3 qtrs, 3 adds in a row
$WMTWalmart Inc.+5%
now $18.5M · held 8+ qtrs, 2 adds in a row
- ISHARES TR - CORE DIVID ETF+141%
now $1.2M
+56 more in the Excel export
Trimmed (108)
now $43.2M · held 8+ qtrs, 3 trims in a row
$NFLXNETFLIX INC-83%
now $2.5M · held 8+ qtrs
now $45.3M · held 8+ qtrs, 3 trims in a row
- VANGUARD INSTL INDEX FD - ULTR SHOR TR ETF-59%
now $2.2M
now $76.6M · held 8+ qtrs
$LRCXLAM RESEARCH CORP-26%
now $3.3M · held 6 qtrs
+102 more in the Excel export
Holdings by quarter
Every 13F GUYASUTA INVESTMENT ADVISORS INC has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow GUYASUTA INVESTMENT ADVISORS?
Q3 2026 13F filed with the SEC on Oct 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of GUYASUTA INVESTMENT ADVISORS's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-0.6%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 8% over the last 4
Top 10 weight
42%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
GUYASUTA INVESTMENT ADVISORS INC disclosed 270 positions worth $1.9B in its Form 13F-HR for Q3 2026, led by $MSFT (MICROSOFT CORP) at 6.9% of the equity portfolio, followed by $GOOG and $BRK.B. During the quarter the fund opened 10 new positions and exited 16 — including a new stake in $SPCX and a full exit from $DKS. The portfolio is most concentrated in Technology (35.6% of disclosed assets). All figures are sourced directly from GUYASUTA INVESTMENT ADVISORS INC’s Form 13F-HR filing with the SEC under CIK 928568.
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