Guyasuta Investment Advisors Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 20, 2026), Guyasuta Investment Advisors Inc. reported 276 stock positions worth $1.9 billion. Its top holding was Alphabet Class C (GOOG) at 6.5% of the portfolio, followed by Microsoft (MSFT, 5.0%) and Berkshire Hathaway Class B (BRK.B, 4.6%). Compared with Q1 2026, it opened 15 new positions, sold out of 8, added to 71 and reduced 95. The biggest buy was Palo Alto Networks (PANW, shares +0%) and the biggest sale Chevron (CVX, shares −0%).

Most Recent 13F
Q2 2026
Location
PITTSBURGH, PA
CIK
0000928568
Portfolio Value
$1.9B (Q2 2026)
SEC Filing
0000928568-26-000003 ↗ filed Jul 20, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.4B Q1 2024 Q2 2024: $1.4B Q2 2024 Q3 2024: $1.6B Q3 2024 Q4 2024: $1.6B Q4 2024 Q1 2025: $1.5B Q1 2025 Q2 2025: $1.6B Q2 2025 Q3 2025: $1.7B Q3 2025 Q4 2025: $1.8B Q4 2025 Q1 2026: $1.7B Q1 2026 Q2 2026: $1.9B $1.9B Q2 2026

Holdings 276 stocks · $1.9B

GOOG Alphabet Inc. Class C 6.52% 357,169 $126.2M Reduce -3.0%
MSFT Microsoft Corp. 5.02% 260,246 $97.1M Add +0.3%
BRK.B Berkshire Hathaway Inc. Class B 4.63% 179,211 $89.7M Add +0.9%
AMAT Applied Materials Inc. 4.08% 109,153 $78.9M Reduce -4.0%
MA Mastercard Inc. Class A 3.97% 149,615 $76.8M Add +0.7%
RSG Republic Services Inc. 3.82% 346,955 $73.9M Add +1.5%
PNC PNC Financial Services Group 3.19% 250,953 $61.8M Reduce -0.8%
TEL Te Connectivity PLC 3.05% 292,809 $59.0M Add +1.1%
TMO Thermo Fisher Scientific Inc. 3.00% 115,679 $58.0M Add +0.8%
VST Vistra Corp. 2.99% 364,751 $57.9M Reduce -0.1%
TSM Taiwan Semiconductor-SP ADR 2.92% 118,491 $56.6M Reduce -0.3%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 2.76% 26,829 $53.4M Reduce -1.9%
PWR Quanta Services Inc. 2.62% 70,447 $50.7M Reduce -1.6%
LIN Linde PLC 2.43% 90,612 $47.0M Reduce -0.5%
CVX Chevron Corp. 2.24% 261,791 $43.4M Reduce -0.3%
AMZN Amazon.com Inc. 2.03% 165,245 $39.4M Add +0.1%
LOW Lowe's Cos Inc. 2.03% 177,911 $39.2M Add +1.6%
WCC Wesco International Inc. 1.94% 108,709 $37.6M Reduce -2.3%
TXN Texas Instruments Inc. 1.77% 115,250 $34.4M Reduce -1.3%
MCD McDonald's Corp. 1.53% 109,576 $29.6M Add +3.3%
NVDA Nvidia Corp. 1.39% 134,166 $26.8M Add +1.7%
AAPL Apple Inc. 1.37% 91,383 $26.4M Add +0.3%
JNJ Johnson & Johnson 1.35% 102,689 $26.1M Reduce -0.7%
PANW Palo Alto Networks Inc. 1.34% 75,888 $25.9M Add +0.4%
BDX Becton Dickinson and Co. 1.24% 158,657 $24.0M Reduce -4.5%
EXP Eagle Materials Inc. 1.12% 96,301 $21.7M Add +0.8%
FERG Ferguson Enterprises Inc. 1.02% 83,045 $19.7M Add +1.2%
WMT Walmart Inc. 0.99% 169,826 $19.2M Add +43.5%
META Meta Platforms Inc. Class A 0.86% 29,503 $16.6M Add +1.7%
CAT Caterpillar Inc. 0.86% 15,554 $16.6M Reduce -0.5%
VMC Vulcan Materials Co. 0.85% 55,721 $16.4M Add +2.5%
COR Cencora Inc. 0.83% 56,463 $16.0M Reduce -2.7%
NFLX Netflix Inc. 0.76% 207,053 $14.8M Add +7.7%
XOM Exxon Mobil Corp. 0.71% 100,106 $13.7M Reduce -1.7%
PEP Pepsico Inc. 0.70% 100,489 $13.6M Reduce -1.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.69% 47,200 $13.3M Add +2.3%
PG The Procter & Gamble Co. 0.67% 88,689 $13.0M Reduce -0.7%
EMR Emerson Electric Co. 0.57% 77,045 $11.0M Reduce -0.5%
JPM JPMorgan Chase & Co. 0.55% 32,545 $10.7M Add +0.2%
GOOGL Alphabet Inc. Class A 0.55% 29,732 $10.6M Reduce -0.8%
KO The Coca-Cola Co. 0.55% 130,158 $10.6M Reduce -2.5%
ADP Automatic Data Processing 0.55% 47,151 $10.6M Reduce -2.6%
MRK Merck & Co. Inc. 0.44% 65,671 $8.4M Reduce -1.3%
ULTA Ulta Beauty Inc. 0.41% 17,481 $7.9M New
CLS Celestica Inc. 0.40% 21,382 $7.8M Reduce -1.1%
HD Home Depot Inc. 0.39% 21,521 $7.6M Add +0.0%
MU Micron Technology Inc. 0.39% 6,480 $7.5M Add +0.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.38% 9,735 $7.3M Add +1.1%
ABBV Abbvie Inc. 0.37% 28,312 $7.1M Add +0.5%
IVV iShares Core S&P 500 ETF 0.36% 9,255 $6.9M Add +0.0%
VTI VG Morningstar TS MKT ETF-US 0.35% 18,122 $6.7M Add +1.6%
PPG PPG Industries Inc. 0.32% 50,342 $6.1M Reduce -0.2%
PKG Packaging Corp. of America 0.31% 25,433 $6.1M Reduce -3.0%
LRCX Lam Research Corp. 0.31% 13,790 $6.0M No change
GE General Electric filed as GE AEROSPACE 0.31% 15,866 $5.9M Reduce -0.1%
VCSH Vanguard S/T Corp. Bond ETF 0.30% 73,511 $5.8M Add +0.3%
VGUS Vanguard Ultra SHRT Treasury 0.28% 71,152 $5.4M Reduce -8.3%
BRK.A Berkshire Hathaway Inc. Class A 0.27% 7 $5.2M No change
UL Unilever PLC-Sponsored ADR 0.27% 86,003 $5.2M Reduce -3.2%
AVGO Broadcom Inc. 0.27% 13,660 $5.2M Reduce -4.5%
PM Philip Morris International 0.26% 28,174 $5.1M Reduce -0.5%
IWB iShares Russell 1000 ETF 0.26% 12,128 $5.0M No change
PH Parker Hannifin Corp. 0.23% 4,649 $4.5M Reduce -6.9%
GEV GE Vernova Inc. 0.23% 3,748 $4.4M Add +0.1%
ROK Rockwell Automation Inc. 0.22% 8,623 $4.3M No change
VUG Vanguard Mrngstar GR ETF-Sui 0.22% 48,762 $4.2M No change
VYM Vanguard High DVD Yield ETF 0.21% 25,895 $4.1M Reduce -0.3%
CL Colgate-Palmolive Co. 0.21% 44,219 $4.1M Reduce -0.6%
SCHD Schwab US DVD Equity ETF 0.20% 124,501 $3.9M Add +5.0%
DE Deere & Co. 0.20% 6,058 $3.8M Reduce -0.4%
AMD Advanced Micro Devices 0.20% 6,573 $3.8M No change
LHX L3HARRIS Technologies Inc. 0.18% 12,302 $3.6M Reduce -3.2%
RTX RTX Corp. 0.18% 18,832 $3.6M No change
UNP Union Pacific Corp. 0.18% 12,819 $3.5M No change
ICSH iShares Ultra Short Duration 0.18% 68,235 $3.5M Reduce -4.1%
AIT Applied Industrial Tech Inc. 0.18% 10,155 $3.4M No change
WM Waste Management Inc. 0.17% 14,552 $3.2M Reduce -0.0%
GTX Garrett Motion Inc. 0.16% 87,805 $3.2M Reduce -1.7%
LLY Eli Lilly & Co. 0.16% 2,574 $3.1M Add +1.9%
UPS United Parcel Service Class B 0.15% 26,847 $2.9M Reduce -12.6%
BNY Bank of New York Mellon Corp. 0.15% 19,935 $2.9M Reduce -5.8%
DELL Dell Technologies -C 0.14% 6,491 $2.8M Reduce -38.1%
PFE Pfizer Inc. 0.14% 113,231 $2.7M Reduce -6.0%
BMY Bristol-Myers Squibb Co. 0.14% 46,071 $2.7M Add +0.0%
WTS Watts Water Technologies-A 0.13% 6,650 $2.6M No change
INTC Intel Corp. 0.13% 18,624 $2.6M Reduce -2.8%
VOO Vanguard S&P 500 ETF 0.13% 3,716 $2.6M Add +2.3%
TT Trane Technologies PLC 0.13% 5,183 $2.5M No change
QQQ Invesco QQQ Trust Series 1 0.12% 3,101 $2.3M Reduce -4.2%
COST Costco Wholesale Corp. 0.11% 2,377 $2.2M No change
CMCSA Comcast Corp. Class A 0.11% 89,117 $2.2M Reduce -17.2%
RSP Invesco S&P 500 Equal Weight 0.11% 10,052 $2.1M Reduce -1.2%
CMI Cummins Inc. 0.11% 2,984 $2.1M Reduce -6.3%
IEX Idex Corp. 0.11% 9,209 $2.1M Reduce -3.1%
TSLA Tesla Inc. 0.11% 4,912 $2.1M No change
ABT Abbott Laboratories 0.11% 22,694 $2.1M Reduce -17.3%
RPM RPM International Inc. 0.11% 18,398 $2.0M No change
CB Chubb Ltd. 0.10% 5,749 $2.0M No change
LMT Lockheed Martin Corp. 0.10% 3,746 $1.9M Reduce -19.9%
V Visa Inc. Class A 0.09% 5,352 $1.8M Reduce -1.1%

Show all 276 holdings

Portfolio Sells Q1 2026 → Q2 2026

CVX Chevron Corp. Reduce -0.3% 2.24% −0.90
XOM Exxon Mobil Corp. Reduce -1.7% 0.71% −0.29
BDX Becton Dickinson and Co. Reduce -4.5% 1.24% −0.27
COR Cencora Inc. Reduce -2.7% 0.83% −0.23
PEP Pepsico Inc. Reduce -1.5% 0.70% −0.21
VST Vistra Corp. Reduce -0.1% 2.99% −0.19
LIN Linde PLC Reduce -0.5% 2.43% −0.18
HON Honeywell International Inc. Sold out 0.00% −0.14
JNJ Johnson & Johnson Reduce -0.7% 1.35% −0.11
GBIL Goldman Sachs Access Treasur Reduce -52.3% 0.06% −0.08
PG The Procter & Gamble Co. Reduce -0.7% 0.67% −0.07
LHX L3HARRIS Technologies Inc. Reduce -3.2% 0.18% −0.07
CMCSA Comcast Corp. Class A Reduce -17.2% 0.11% −0.07
LMT Lockheed Martin Corp. Reduce -19.9% 0.10% −0.06
BX Blackstone Inc. Reduce -66.4% 0.03% −0.06
VGUS Vanguard Ultra SHRT Treasury Reduce -8.3% 0.28% −0.06
ABT Abbott Laboratories Reduce -17.3% 0.11% −0.06
PFE Pfizer Inc. Reduce -6.0% 0.14% −0.05
VZ Verizon Communications Inc. Reduce -19.1% 0.07% −0.05
KO The Coca-Cola Co. Reduce -2.5% 0.55% −0.04
SDY SS SPDR S&P Dividend ETF Reduce -76.3% 0.01% −0.04
ICSH iShares Ultra Short Duration Reduce -4.1% 0.18% −0.03
EXPE Expedia Group Inc. Reduce -65.7% 0.01% −0.03
MRK Merck & Co. Inc. Reduce -1.3% 0.44% −0.03
WM Waste Management Inc. Reduce -0.0% 0.17% −0.03
UL Unilever PLC-Sponsored ADR Reduce -3.2% 0.27% −0.03
UPS United Parcel Service Class B Reduce -12.6% 0.15% −0.03
BWA Borgwarner Inc. Sold out 0.00% −0.03
KEYS Keysight Technologies Inc. Reduce -37.5% 0.05% −0.02
PH Parker Hannifin Corp. Reduce -6.9% 0.23% −0.02
ADP Automatic Data Processing Reduce -2.6% 0.55% −0.02
PSX Phillips 66 Reduce -4.6% 0.07% −0.02
NVO Novo-Nordisk A/S-Spons ADR Sold out 0.00% −0.02
BP BP PLC-Spons ADR Sold out 0.00% −0.02
EMR Emerson Electric Co. Reduce -0.5% 0.57% −0.02
SPGI S&P Global Inc. Reduce -2.8% 0.08% −0.02
BLDR Builders Firstsource Inc. Sold out 0.00% −0.01
TGT Target Corp. Reduce -14.9% 0.06% −0.01
SHEL Shell PLC-ADR Sold out 0.00% −0.01
CIEN Ciena Corp. Reduce -25.6% 0.06% −0.01
INTU Intuit Inc. Sold out 0.00% −0.01
KYN Kayne Anderson Energy Infra Sold out 0.00% −0.01
DHR Danaher Corp. Reduce -32.3% 0.02% −0.01
ICE Intercontinental Exchange Inc. Reduce -12.9% 0.02% −0.01
VYM Vanguard High DVD Yield ETF Reduce -0.3% 0.21% −0.01
CRH CRH PLC Reduce -19.0% 0.03% −0.01
CL Colgate-Palmolive Co. Reduce -0.6% 0.21% −0.01
PKG Packaging Corp. of America Reduce -3.0% 0.31% −0.01
AMGN Amgen Inc. Reduce -3.2% 0.07% −0.01
SYK Stryker Corp. Reduce -12.5% 0.02% −0.01

Portfolio Buys Q1 2026 → Q2 2026

PANW Palo Alto Networks Inc. Add +0.4% 1.34% +0.64
ULTA Ulta Beauty Inc. New 0.41% +0.41
MU Micron Technology Inc. Add +0.6% 0.39% +0.26
WMT Walmart Inc. Add +43.5% 0.99% +0.14
EXP Eagle Materials Inc. Add +0.8% 1.12% +0.07
NVDA Nvidia Corp. Add +1.7% 1.39% +0.06
VFMV Vanguard US Minimum Volatili New 0.05% +0.05
AMZN Amazon.com Inc. Add +0.1% 2.03% +0.05
IBM Intl Business Machines Corp. Add +2.3% 0.69% +0.04
GEV GE Vernova Inc. Add +0.1% 0.23% +0.04
AAPL Apple Inc. Add +0.3% 1.37% +0.03
LLY Eli Lilly & Co. Add +1.9% 0.16% +0.03
CSCO Cisco Systems Inc. Add +3.2% 0.05% +0.02
VTI VG Morningstar TS MKT ETF-US Add +1.6% 0.35% +0.02
DGRW Wisdomtree U.S. Quality Divi Add +80.3% 0.04% +0.02
CRWD CrowdStrike Holdings Inc. Class A New 0.01% +0.01
ATI Ati Inc. New 0.01% +0.01
ABBV Abbvie Inc. Add +0.5% 0.37% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +1.1% 0.38% +0.01
XMHQ Invesco S&P Midcap Qual ETF New 0.01% +0.01
AXTA Axalta Coating Systems Ltd. New 0.01% +0.01
FITB Fifth Third Bancorp New 0.01% +0.01
AVEM Avantis Emerging Markets Eq New 0.01% +0.01
IGIB iShares 5-10Y Inv Grade Corp. New 0.01% +0.01
QCOM Qualcomm Inc. New 0.01% +0.01
IIPR Innovative Industrial Proper New 0.01% +0.01
EZU iShares MSCI Eurozone ETF New 0.01% +0.01
IWP iShares Russell Mid-Cap Grow New 0.01% +0.01
SLQD iShares 0-5 YR Inv GRD Corp. New 0.01% +0.01
IP International Paper Co. New 0.01% +0.01
XLK SS Technology Select Sector Add +4.1% 0.04% +0.01
IVV iShares Core S&P 500 ETF Add +0.0% 0.36% +0.01
Q Qnity Electronics Inc. Add +18.3% 0.02% +0.01
VIG Vanguard Dividend Apprec ETF Add +24.0% 0.04% +0.01
VOO Vanguard S&P 500 ETF Add +2.3% 0.13% +0.01
DIVB iShares Core Dividend ETF Add +25.4% 0.02% +0.01
C Citigroup Inc. Add +12.6% 0.03% +0.01
ETN Eaton Corp. PLC Add +0.3% 0.07% +0.00
GS Goldman Sachs Group Inc. Add +23.6% 0.02% +0.00
IJH iShares Core S&P Midcap ETF Add +6.5% 0.04% +0.00
IJR iShares Core S&P Small-Cap E Add +1.4% 0.04% +0.00
BAC Bank of America Corp. Add +1.9% 0.04% +0.00
VCIT Vanguard Int-Term Corporate Add +34.6% 0.01% +0.00
SCHX Schwab US Large-Cap ETF Add +5.8% 0.03% +0.00
VWO Vanguard Ftse Emerging Marke Add +8.4% 0.03% +0.00
XLF SS Financial Select Sector Add +5.6% 0.03% +0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +1.0% 0.06% +0.00
VTEB Vanguard Tax-Exempt Bond ETF Add +12.2% 0.01% +0.00
XLV SS Health Care Select Sector Add +3.5% 0.02% 0.00
VXUS Vanguard Total Intl Stock Add +0.0% 0.02% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 276$1.9BGOOG, MSFT, BRK.B, AMAT, MA
Q1 2026 268$1.7BGOOG, MSFT, BRK.B, RSG, MA
Q4 2025 264$1.8BMSFT, GOOG, BRK.B, MA, RSG
Q3 2025 261$1.7BMSFT, GOOG, VST, BRK.B, MA
Q2 2025 257$1.6BMSFT, VST, BRK.B, MA, RSG
Q1 2025 249$1.5BMSFT, RSG, MA, BRK.B, GOOG
Q4 2024 262$1.6BMSFT, MA, GOOG, RSG, VST
Q3 2024 271$1.6BMSFT, MA, RSG, BRK.B, GOOG
Q2 2024 243$1.4BMSFT, MA, RSG, GOOG, TMO
Q1 2024 245$1.4BMSFT, MA, RSG, GOOG, TMO