Guyasuta Investment Advisors Inc.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Guyasuta Investment Advisors Inc. reported 271 stock positions worth $1.6 billion. Its top holding was Microsoft (MSFT) at 7.2% of the portfolio, followed by Mastercard Class A (MA, 4.7%) and Republic Services (RSG, 4.3%). Compared with Q2 2024, it opened 35 new positions, sold out of 7, added to 81 and reduced 104. The biggest buy was a new position in CNH Industrial (CNH) and the biggest sale L3HARRIS Technologies (LHX, shares −90%).

Most Recent 13F
Q3 2026
Location
PITTSBURGH, PA
CIK
0000928568
Portfolio Value
$1.6B (Q3 2024)
SEC Filing
0000928568-24-000004 ↗ filed Nov 13, 2024

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 $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 Q2 2026 Q3 2026: $1.9B Q3 2026

Holdings 271 stocks · $1.6B

MSFT Microsoft Corp. 7.24% 272,723 $117.4M Reduce -1.1%
MA Mastercard Inc. Class A 4.74% 155,559 $76.8M Add +0.3%
RSG Republic Services Inc. 4.26% 343,723 $69.0M Reduce -0.9%
BRK.B Berkshire Hathaway Inc. Class B 4.23% 148,955 $68.6M Add +0.9%
GOOG Alphabet Inc. Class C 4.09% 396,442 $66.3M Reduce -0.2%
TMO Thermo Fisher Scientific Inc. 3.96% 103,843 $64.2M Add +1.0%
VST Vistra Corp. 3.66% 500,448 $59.3M Reduce -32.7%
LOW Lowe's Cos Inc. 2.95% 176,725 $47.9M Reduce -5.2%
UNH Unitedhealth Group Inc. 2.88% 79,837 $46.7M Add +56.4%
PNC PNC Financial Services Group 2.79% 244,251 $45.1M Add +2.4%
PEP Pepsico Inc. 2.69% 256,714 $43.7M Add +3.7%
LIN Linde PLC 2.68% 90,954 $43.4M Reduce -0.4%
JNJ Johnson & Johnson 2.67% 266,607 $43.2M Add +3.2%
TEL Te Connectivity PLC 2.66% 285,089 $43.0M Add +72.0%
BDX Becton Dickinson and Co. 2.57% 172,952 $41.7M Add +13.7%
CVX Chevron Corp. 2.18% 239,730 $35.3M Add +12.2%
MCD McDonald's Corp. 1.97% 104,735 $31.9M Reduce -1.2%
TXN Texas Instruments Inc. 1.78% 139,974 $28.9M Add +2.3%
CNH CNH Industrial NV 1.75% 2,548,886 $28.3M New
FISV Fiserv Inc. 1.69% 152,589 $27.4M Add +1.8%
EXPE Expedia Group Inc. 1.69% 184,645 $27.3M New
AMZN Amazon.com Inc. 1.68% 146,440 $27.3M Add +1.8%
AAPL Apple Inc. 1.42% 98,812 $23.0M Reduce -0.7%
AMAT Applied Materials Inc. 1.42% 113,636 $23.0M Add +1.4%
PWR Quanta Services Inc. 1.34% 73,047 $21.8M Add +4.3%
WCC Wesco International Inc. 1.15% 110,700 $18.6M New
ASML ASML Holding NV-NY Reg SHS 1.15% 22,283 $18.6M Add +2.5%
MU Micron Technology Inc. 1.10% 171,724 $17.8M Add +4.1%
ACN Accenture PLC Class A 1.10% 50,320 $17.8M Add +11.3%
PG The Procter & Gamble Co. 1.03% 96,666 $16.7M Reduce -2.9%
ADP Automatic Data Processing 0.94% 54,916 $15.2M Reduce -3.5%
COR Cencora Inc. 0.85% 61,287 $13.8M Reduce -3.6%
XOM Exxon Mobil Corp. 0.80% 111,013 $13.0M Reduce -6.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.67% 49,012 $10.8M Reduce -1.8%
KO The Coca-Cola Co. 0.60% 135,873 $9.8M Reduce -4.6%
EMR Emerson Electric Co. 0.55% 81,139 $8.9M Reduce -1.4%
JPM JPMorgan Chase & Co. 0.53% 41,095 $8.7M Add +0.6%
HD Home Depot Inc. 0.51% 20,410 $8.3M Reduce -0.3%
MRK Merck & Co. Inc. 0.47% 66,547 $7.6M Reduce -2.2%
VTI VG Morningstar TS MKT ETF-US 0.46% 26,260 $7.4M Add +36.4%
UL Unilever PLC 0.45% 111,389 $7.2M Reduce -6.5%
UPS United Parcel Service Class B 0.43% 51,719 $7.1M Reduce -17.7%
PPG PPG Industries Inc. 0.41% 49,608 $6.6M Reduce -0.8%
PKG Packaging Corp. of America 0.40% 30,357 $6.5M Reduce -4.2%
GOOGL Alphabet Inc. Class A 0.38% 37,458 $6.2M Reduce -1.3%
ABBV Abbvie Inc. 0.37% 30,597 $6.0M Reduce -2.1%
CAT Caterpillar Inc. 0.35% 14,447 $5.7M Reduce -1.1%
IVV iShares Core S&P 500 ETF 0.34% 9,652 $5.6M Add +21.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.34% 9,467 $5.4M Reduce -1.1%
CL Colgate-Palmolive Co. 0.33% 50,864 $5.3M Reduce -4.3%
PM Philip Morris International 0.32% 43,052 $5.2M Reduce -0.1%
CMCSA Comcast Corp. Class A 0.31% 121,634 $5.1M Reduce -67.7%
LHX L3HARRIS Technologies Inc. 0.28% 18,898 $4.5M Reduce -90.1%
NVDA Nvidia Corp. 0.27% 36,672 $4.5M Add +938.0%
PFE Pfizer Inc. 0.26% 145,046 $4.2M Reduce -45.7%
CLS Celestica Inc. 0.25% 78,080 $4.0M Reduce -35.2%
IWB iShares Russell 1000 ETF 0.23% 12,095 $3.8M Add +1.6%
UNP Union Pacific Corp. 0.23% 15,302 $3.8M Add +20.3%
META Meta Platforms Inc. Class A 0.21% 5,994 $3.4M Add +11.3%
VYM Vanguard High DVD Yield ETF 0.20% 24,868 $3.2M Reduce -20.8%
VUG Vanguard Mrngstar GR ETF-Sui 0.19% 8,155 $3.1M Add +121.6%
GE General Electric filed as GE AEROSPACE 0.19% 16,470 $3.1M Reduce -2.3%
COST Costco Wholesale Corp. 0.19% 3,484 $3.1M Add +8.1%
GBIL Goldman Sachs Access Treasur 0.18% 29,722 $3.0M Add +17.9%
LMT Lockheed Martin Corp. 0.18% 4,938 $2.9M Reduce -2.4%
AIT Applied Industrial Tech Inc. 0.18% 12,880 $2.9M Reduce -4.3%
WM Waste Management Inc. 0.17% 13,597 $2.8M Reduce -10.0%
PH Parker Hannifin Corp. 0.17% 4,390 $2.8M Add +17.4%
BCE Bce Inc. 0.17% 79,631 $2.8M Reduce -86.5%
LLY Eli Lilly & Co. 0.16% 3,001 $2.7M Add +3.6%
ABT Abbott Laboratories 0.16% 22,937 $2.6M Reduce -4.5%
BMY Bristol-Myers Squibb Co. 0.16% 49,451 $2.6M Add +0.0%
NFLX Netflix Inc. 0.16% 3,592 $2.5M Reduce -4.7%
RPM RPM International Inc. 0.15% 20,348 $2.5M Reduce -0.2%
SCHD Schwab US DVD Equity ETF 0.15% 29,016 $2.5M Add +0.9%
KMB Kimberly-Clark Corp. 0.14% 15,855 $2.3M Reduce -15.6%
VOO Vanguard S&P 500 ETF 0.14% 4,247 $2.2M Add +19.7%
HON Honeywell International Inc. 0.14% 10,800 $2.2M Add +3.3%
VZ Verizon Communications Inc. 0.13% 47,989 $2.2M Reduce -1.3%
IEX Idex Corp. 0.13% 10,029 $2.2M Reduce -3.6%
ROK Rockwell Automation Inc. 0.13% 7,711 $2.1M Reduce -0.1%
RSP Invesco S&P 500 Equal Weight 0.13% 11,350 $2.0M Add +26.4%
TT Trane Technologies PLC 0.12% 5,183 $2.0M No change
RTX RTX Corp. 0.12% 16,240 $2.0M Reduce -5.6%
SPGI S&P Global Inc. 0.12% 3,807 $2.0M Reduce -4.2%
CB Chubb Ltd. 0.12% 6,631 $1.9M Reduce -4.2%
TSLA Tesla Inc. 0.12% 7,195 $1.9M Add +7.8%
GTX Garrett Motion Inc. 0.11% 224,735 $1.8M Add +105.8%
QQQ Invesco QQQ Trust Series 1 0.11% 3,757 $1.8M Add +1.5%
TGT Target Corp. 0.11% 11,667 $1.8M Add +0.0%
AVGO Broadcom Inc. 0.11% 10,440 $1.8M Add +1.9%
PLD Prologis Inc. 0.10% 12,354 $1.6M Reduce -0.6%
HI Hillenbrand Inc. 0.09% 55,279 $1.5M No change
V Visa Inc. Class A 0.09% 5,500 $1.5M Reduce -3.2%
WTS Watts Water Technologies-A 0.09% 7,125 $1.5M Reduce -0.7%
GIS General Mills Inc. 0.09% 19,770 $1.5M Reduce -8.5%
FUL H.B. Fuller Co. filed as FULLER H B CO 0.09% 18,120 $1.4M Reduce -3.5%
GD General Dynamics Corp. 0.08% 4,461 $1.3M No change
COP Conocophillips 0.08% 12,443 $1.3M Add +3.6%
ITW Illinois Tool Works 0.08% 4,985 $1.3M Add +3.0%

Show all 271 holdings

Portfolio Sells Q2 2024 → Q3 2024

LHX L3HARRIS Technologies Inc. Reduce -90.1% 0.28% −2.69
BCE Bce Inc. Reduce -86.5% 0.17% −1.54
CHTR Charter Communications Inc. Class A Sold out 0.00% −1.25
CMCSA Comcast Corp. Class A Reduce -67.7% 0.31% −0.90
MSFT Microsoft Corp. Reduce -1.1% 7.24% −0.39
MCD McDonald's Corp. Reduce -1.2% 1.97% −0.34
PFE Pfizer Inc. Reduce -45.7% 0.26% −0.31
UPS United Parcel Service Class B Reduce -17.7% 0.43% −0.29
PPG PPG Industries Inc. Reduce -0.8% 0.41% −0.14
COR Cencora Inc. Reduce -3.6% 0.85% −0.11
BA The Boeing Co. Reduce -18.5% 0.07% −0.10
LOW Lowe's Cos Inc. Reduce -5.2% 2.95% −0.10
LIN Linde PLC Reduce -0.4% 2.68% −0.08
MRK Merck & Co. Inc. Reduce -2.2% 0.47% −0.08
INTC Intel Corp. Reduce -19.3% 0.04% −0.08
XOM Exxon Mobil Corp. Reduce -6.8% 0.80% −0.07
VYM Vanguard High DVD Yield ETF Reduce -20.8% 0.20% −0.06
ROK Rockwell Automation Inc. Reduce -0.1% 0.13% −0.05
EMR Emerson Electric Co. Reduce -1.4% 0.55% −0.04
PG The Procter & Gamble Co. Reduce -2.9% 1.03% −0.04
CONSOL ENERGY INC Sold out 0.00% −0.04
ADP Automatic Data Processing Reduce -3.5% 0.94% −0.04
IEX Idex Corp. Reduce -3.6% 0.13% −0.03
ABT Abbott Laboratories Reduce -4.5% 0.16% −0.03
IWM iShares Russell 2000 ETF Reduce -24.6% 0.07% −0.03
KMB Kimberly-Clark Corp. Reduce -15.6% 0.14% −0.03
NVO Novo-Nordisk A/S-Spons ADR Reduce -25.8% 0.07% −0.03
GOOG Alphabet Inc. Class C Reduce -0.2% 4.09% −0.03
PLD Prologis Inc. Reduce -0.6% 0.10% −0.03
WM Waste Management Inc. Reduce -10.0% 0.17% −0.02
LNC Lincoln National Corp. Reduce -44.4% 0.03% −0.02
FUL H.B. Fuller Co. Reduce -3.5% 0.09% −0.02
WY Weyerhaeuser Co. Reduce -8.3% 0.06% −0.02
ADBE Adobe Inc. Sold out 0.00% −0.02
LULU Lululemon Athletica Inc. Sold out 0.00% −0.02
BSV Vanguard Short-Term Bond ETF Reduce -34.3% 0.03% −0.02
CLX Clorox Company Sold out 0.00% −0.02
MDLZ Mondelez International Inc. Class A Reduce -9.6% 0.07% −0.02
WTS Watts Water Technologies-A Reduce -0.7% 0.09% −0.02
LBRDK Liberty Broadband-C Sold out 0.00% −0.02
NVS Novartis AG-Sponsored ADR Reduce -15.3% 0.08% −0.02
CSCO Cisco Systems Inc. Reduce -29.3% 0.03% −0.02
PSX Phillips 66 Reduce -1.1% 0.07% −0.02
RPM RPM International Inc. Reduce -0.2% 0.15% −0.02
V Visa Inc. Class A Reduce -3.2% 0.09% −0.02
SJM The JM Smucker Co. Sold out 0.00% −0.01
KO The Coca-Cola Co. Reduce -4.6% 0.60% −0.01
ARKK ARK Innovation ETF Reduce -2.4% 0.04% −0.01
GIS General Mills Inc. Reduce -8.5% 0.09% −0.01
CLS Celestica Inc. Reduce -35.2% 0.25% −0.01

Portfolio Buys Q2 2024 → Q3 2024

CNH CNH Industrial NV New 1.75% +1.75
EXPE Expedia Group Inc. New 1.69% +1.69
WCC Wesco International Inc. New 1.15% +1.15
TEL Te Connectivity PLC Add +72.0% 2.66% +0.94
UNH Unitedhealth Group Inc. Add +56.4% 2.88% +0.90
BRK.B Berkshire Hathaway Inc. Class B Add +0.9% 4.23% +0.36
PWR Quanta Services Inc. Add +4.3% 1.34% +0.23
FISV Fiserv Inc. Add +1.8% 1.69% +0.23
NVDA Nvidia Corp. Add +938.0% 0.27% +0.15
VTI VG Morningstar TS MKT ETF-US Add +36.4% 0.46% +0.12
VUG Vanguard Mrngstar GR ETF-Sui Add +121.6% 0.19% +0.11
AMAT Applied Materials Inc. Add +1.4% 1.42% +0.08
AMZN Amazon.com Inc. Add +1.8% 1.68% +0.08
META Meta Platforms Inc. Class A Add +11.3% 0.21% +0.07
PNC PNC Financial Services Group Add +2.4% 2.79% +0.07
TXN Texas Instruments Inc. Add +2.3% 1.78% +0.07
IVV iShares Core S&P 500 ETF Add +21.6% 0.34% +0.06
GEV GE Vernova Inc. New 0.06% +0.06
MU Micron Technology Inc. Add +4.1% 1.10% +0.06
MRC MRC Global Inc. New 0.05% +0.05
PH Parker Hannifin Corp. Add +17.4% 0.17% +0.04
LLY Eli Lilly & Co. Add +3.6% 0.16% +0.04
GTX Garrett Motion Inc. Add +105.8% 0.11% +0.04
COST Costco Wholesale Corp. Add +8.1% 0.19% +0.03
NRP Natural Resource Partners LP Add +190.3% 0.05% +0.03
SNX TD Synnex Corp. Add +189.6% 0.05% +0.03
AVGO Broadcom Inc. Add +1.9% 0.11% +0.03
VOO Vanguard S&P 500 ETF Add +19.7% 0.14% +0.02
M Macy's Inc. New 0.02% +0.02
MDY State Street SPDR S&P Midcap New 0.02% +0.02
JPM JPMorgan Chase & Co. Add +0.6% 0.53% +0.02
SWK Stanley Black & Decker Inc. Add +146.0% 0.04% +0.02
RSP Invesco S&P 500 Equal Weight Add +26.4% 0.13% +0.02
XLF SS Financial Select Sector New 0.02% +0.02
SLB SLB Ltd. New 0.02% +0.02
KYN Kayne Anderson Energy Infra Add +51.4% 0.05% +0.02
AON Aon PLC Class A New 0.02% +0.02
IIPR Innovative Industrial Proper New 0.02% +0.02
AXP American Express Co. New 0.02% +0.02
HWM Howmet Aerospace Inc. Add +2.2% 0.05% +0.02
AGI Alamos Gold Inc. Class A New 0.02% +0.02
RNR Renaissancere Holdings Ltd. New 0.02% +0.02
AEM Agnico Eagle Mines Ltd. New 0.02% +0.02
FCX Freeport-McMoran Inc. New 0.02% +0.02
WMT Walmart Inc. Add +283.3% 0.04% +0.02
XFFCX Flaherty & Crumrine Pref Inc. New 0.02% +0.02
PLTR Palantir Technologies Inc. Class A New 0.01% +0.01
FITB Fifth Third Bancorp New 0.01% +0.01
MTZ Mastec Inc. New 0.01% +0.01
DKS Dick's Sporting Goods Inc. New 0.01% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2026 270$1.9BMSFT, GOOG, BRK.B, MA, TMO
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