Institutional Manager · CIK 0000928568
GUYASUTA INVESTMENT ADVISORS INC
PITTSBURGH, PA · File #028-04474
Latest AUM
$1.75B
Positions
265
Top-10 Concentration
52.1%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | FISERV INC | 337738108 | -170,464 | -$22.0M | $0 |
| ADD | NETFLIX INC | NFLX | +169,415 | +$15.9M | -$20.1M |
| EXITED | ACCENTURE PLC IRELAND | G1151C101 | -50,429 | -$12.4M | $0 |
| ADD | WALMART INC | WMT | +109,701 | +$12.2M | +$68,866 |
| ADD | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | +31,939 | +$9.7M | +$2.1M |
| EXITED | UNILEVER PLC | 904767704 | -104,115 | -$6.2M | $0 |
| NEW | UNILEVER PLC | UNLYF | +90,343 | +$5.9M | $0 |
| REDUCE | ALPHABET INC | GOOG | -12,186 | -$3.8M | +$27.4M |
| ADD | LAM RESEARCH CORP | LRCX | +12,667 | +$2.2M | +$78,089 |
| REDUCE | VISTRA CORP | VST | -12,150 | -$2.0M | -$15.9M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025265 pos · $1.75B
- 13F HOLDINGS REPORTQ/E Sep 2025262 pos · $1.74B
- 13F HOLDINGS REPORTQ/E Jun 2025258 pos · $1.63B
- 13F HOLDINGS REPORTQ/E Mar 2025250 pos · $1.57B
- 13F HOLDINGS REPORTQ/E Dec 2024263 pos · $1.59B
- 13F HOLDINGS REPORTQ/E Sep 2024273 pos · $1.62B
- 13F HOLDINGS REPORTQ/E Jun 2024244 pos · $1.36B
- 13F HOLDINGS REPORTQ/E Mar 2024246 pos · $1.38B
- 13F HOLDINGS REPORTQ/E Dec 2023234 pos · $1.29B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 260,516 | $126.0M | 8.30% |
| 2 | ALPHABET INC | GOOG | 377,567 | $118.5M | 7.81% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 176,153 | $88.5M | 5.83% |
| 4 | MASTERCARD INCORPORATED | MA | 148,708 | $84.9M | 5.59% |
| 5 | REPUBLIC SVCS INC | 760759100 | 344,535 | $73.0M | 4.81% |
| 6 | VISTRA CORP | VST | 448,174 | $72.3M | 4.76% |
| 7 | THERMO FISHER SCIENTIFIC INC | TMO | 113,998 | $66.1M | 4.35% |
| 8 | TE CONNECTIVITY PLC | TEL | 289,522 | $65.9M | 4.34% |
| 9 | PNC FINL SVCS GROUP INC | 693475105 | 252,914 | $52.8M | 3.48% |
| 10 | LOWES COS INC | 548661107 | 178,142 | $43.0M | 2.83% |
| 11 | CHEVRON CORP NEW | CVX | 264,553 | $40.3M | 2.66% |
| 12 | LINDE PLC | LIN | 92,816 | $39.6M | 2.61% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 119,140 | $36.2M | 2.39% |
| 14 | AMAZON COM INC | AMZN | 144,540 | $33.4M | 2.20% |
| 15 | BECTON DICKINSON & CO | BDX | 168,031 | $32.6M | 2.15% |
| 16 | MCDONALDS CORP | MCD | 106,270 | $32.5M | 2.14% |
| 17 | QUANTA SVCS INC | 74762E102 | 72,646 | $30.7M | 2.02% |
| 18 | ASML HOLDING N V | ASMLF | 27,810 | $29.8M | 1.96% |
| 19 | APPLIED MATLS INC | 038222105 | 115,402 | $29.7M | 1.95% |
| 20 | WESCO INTL INC | 95082P105 | 112,487 | $27.5M | 1.81% |