Guyasuta Investment Advisors Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), Guyasuta Investment Advisors Inc. reported 262 stock positions worth $1.6 billion. Its top holding was Microsoft (MSFT) at 7.2% of the portfolio, followed by Mastercard Class A (MA, 5.1%) and Alphabet Class C (GOOG, 4.7%). Compared with Q3 2024, it opened 7 new positions, sold out of 16, added to 70 and reduced 90. The biggest buy was a new position in Caci International Class A (CACI) and the biggest sale Unitedhealth (UNH, shares −92%).

Most Recent 13F
Q2 2026
Location
PITTSBURGH, PA
CIK
0000928568
Portfolio Value
$1.6B (Q4 2024)
SEC Filing
0000928568-25-000001 ↗ filed Jan 30, 2025

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 $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

Holdings 262 stocks · $1.6B

MSFT Microsoft Corp. 7.22% 272,209 $114.7M Reduce -0.2%
MA Mastercard Inc. Class A 5.08% 153,517 $80.8M Reduce -1.3%
GOOG Alphabet Inc. Class C 4.69% 391,635 $74.6M Reduce -1.2%
RSG Republic Services Inc. 4.32% 341,417 $68.7M Reduce -0.7%
VST Vistra Corp. 4.23% 487,398 $67.2M Reduce -2.6%
BRK.B Berkshire Hathaway Inc. Class B 4.22% 148,129 $67.1M Reduce -0.6%
TMO Thermo Fisher Scientific Inc. 3.46% 105,664 $55.0M Add +1.8%
PNC PNC Financial Services Group 2.92% 240,885 $46.5M Reduce -1.4%
LOW Lowe's Cos Inc. 2.72% 175,162 $43.2M Reduce -0.9%
TEL Te Connectivity PLC 2.59% 288,273 $41.2M Add +1.1%
BDX Becton Dickinson and Co. 2.58% 180,815 $41.0M Add +4.5%
PEP Pepsico Inc. 2.57% 268,431 $40.8M Add +4.6%
CNH CNH Industrial NV 2.46% 3,455,024 $39.1M Add +35.5%
JNJ Johnson & Johnson 2.45% 268,896 $38.9M Add +0.9%
LIN Linde PLC 2.40% 91,147 $38.2M Add +0.2%
CVX Chevron Corp. 2.21% 242,140 $35.1M Add +1.0%
EXPE Expedia Group Inc. 2.13% 182,153 $33.9M Reduce -1.4%
AMZN Amazon.com Inc. 2.03% 147,002 $32.3M Add +0.4%
FISV Fiserv Inc. 1.96% 151,403 $31.1M Reduce -0.8%
MCD McDonald's Corp. 1.90% 104,258 $30.2M Reduce -0.5%
TXN Texas Instruments Inc. 1.64% 139,126 $26.1M Reduce -0.6%
AAPL Apple Inc. 1.52% 96,265 $24.1M Reduce -2.6%
PWR Quanta Services Inc. 1.39% 70,085 $22.2M Reduce -4.0%
WCC Wesco International Inc. 1.24% 108,577 $19.6M Reduce -1.9%
ASML ASML Holding NV-NY Reg SHS 1.22% 27,984 $19.4M Add +25.6%
AMAT Applied Materials Inc. 1.18% 115,198 $18.7M Add +1.4%
ACN Accenture PLC Class A 1.11% 50,105 $17.6M Reduce -0.4%
PG The Procter & Gamble Co. 1.02% 96,295 $16.1M Reduce -0.4%
ADP Automatic Data Processing 1.00% 54,417 $15.9M Reduce -0.9%
CACI Caci International Inc. Class A 0.92% 36,211 $14.6M New
MU Micron Technology Inc. 0.92% 172,922 $14.6M Add +0.7%
COR Cencora Inc. 0.86% 60,928 $13.7M Reduce -0.6%
XOM Exxon Mobil Corp. 0.75% 110,702 $11.9M Reduce -0.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.66% 47,815 $10.5M Reduce -2.4%
EMR Emerson Electric Co. 0.63% 80,707 $10.0M Reduce -0.5%
JPM JPMorgan Chase & Co. 0.57% 37,947 $9.1M Reduce -7.7%
KO The Coca-Cola Co. 0.53% 135,693 $8.4M Reduce -0.1%
HD Home Depot Inc. 0.52% 21,080 $8.2M Add +3.3%
VTI VG Morningstar TS MKT ETF-US 0.48% 26,495 $7.7M Add +0.9%
GOOGL Alphabet Inc. Class A 0.43% 36,028 $6.8M Reduce -3.8%
PKG Packaging Corp. of America 0.43% 30,157 $6.8M Reduce -0.7%
CLS Celestica Inc. 0.41% 70,559 $6.5M Reduce -9.6%
MRK Merck & Co. Inc. 0.41% 65,361 $6.5M Reduce -1.8%
UL Unilever PLC 0.39% 109,187 $6.2M Reduce -2.0%
UPS United Parcel Service Class B 0.39% 48,881 $6.2M Reduce -5.5%
IVV iShares Core S&P 500 ETF 0.38% 10,244 $6.0M Add +6.1%
PPG PPG Industries Inc. 0.37% 49,520 $5.9M Reduce -0.2%
CAT Caterpillar Inc. 0.37% 16,178 $5.9M Add +12.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.35% 9,469 $5.5M Add +0.0%
ABBV Abbvie Inc. 0.34% 30,377 $5.4M Reduce -0.7%
NVDA Nvidia Corp. 0.31% 36,738 $4.9M Add +0.2%
PM Philip Morris International 0.31% 40,727 $4.9M Reduce -5.4%
CMCSA Comcast Corp. Class A 0.29% 124,551 $4.7M Add +2.4%
CL Colgate-Palmolive Co. 0.29% 50,700 $4.6M Reduce -0.3%
IWB iShares Russell 1000 ETF 0.24% 12,095 $3.9M No change
GBIL Goldman Sachs Access Treasur 0.23% 37,262 $3.7M Add +25.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.23% 9,055 $3.7M Add +11.0%
PFE Pfizer Inc. 0.22% 133,217 $3.5M Reduce -8.2%
LHX L3HARRIS Technologies Inc. 0.22% 16,763 $3.5M Reduce -11.3%
META Meta Platforms Inc. Class A 0.22% 5,933 $3.5M Reduce -1.0%
WM Waste Management Inc. 0.21% 16,597 $3.3M Add +22.1%
UNP Union Pacific Corp. 0.21% 14,660 $3.3M Reduce -4.2%
VYM Vanguard High DVD Yield ETF 0.21% 25,568 $3.3M Add +2.8%
NFLX Netflix Inc. 0.20% 3,592 $3.2M No change
UNH Unitedhealth Group Inc. 0.20% 6,141 $3.1M Reduce -92.3%
AIT Applied Industrial Tech Inc. 0.19% 12,475 $3.0M Reduce -3.1%
TSLA Tesla Inc. 0.18% 6,906 $2.8M Reduce -4.0%
BMY Bristol-Myers Squibb Co. 0.17% 48,692 $2.8M Reduce -1.5%
GE General Electric filed as GE AEROSPACE 0.17% 16,395 $2.7M Reduce -0.5%
PH Parker Hannifin Corp. 0.17% 4,225 $2.7M Reduce -3.8%
RSP Invesco S&P 500 Equal Weight 0.17% 15,248 $2.7M Add +34.3%
COST Costco Wholesale Corp. 0.17% 2,882 $2.6M Reduce -17.3%
ABT Abbott Laboratories 0.16% 22,694 $2.6M Reduce -1.1%
RPM RPM International Inc. 0.16% 20,193 $2.5M Reduce -0.8%
VOO Vanguard S&P 500 ETF 0.16% 4,611 $2.5M Add +8.6%
SCHD Schwab US DVD Equity ETF 0.16% 90,582 $2.5M Add +4.1%
LMT Lockheed Martin Corp. 0.15% 4,924 $2.4M Reduce -0.3%
AVGO Broadcom Inc. 0.15% 10,074 $2.3M Reduce -3.5%
LLY Eli Lilly & Co. 0.14% 2,921 $2.3M Reduce -2.7%
ROK Rockwell Automation Inc. 0.14% 7,711 $2.2M No change
HON Honeywell International Inc. 0.14% 9,700 $2.2M Reduce -10.2%
KMB Kimberly-Clark Corp. 0.13% 15,705 $2.1M Reduce -0.9%
IEX Idex Corp. 0.13% 9,789 $2.0M Reduce -2.4%
GTX Garrett Motion Inc. 0.13% 225,210 $2.0M Add +0.2%
VZ Verizon Communications Inc. 0.12% 48,423 $1.9M Add +0.9%
QQQ Invesco QQQ Trust Series 1 0.12% 3,757 $1.9M No change
TT Trane Technologies PLC 0.12% 5,190 $1.9M Add +0.1%
SPGI S&P Global Inc. 0.12% 3,823 $1.9M Add +0.4%
RTX RTX Corp. 0.11% 15,740 $1.8M Reduce -3.1%
CB Chubb Ltd. 0.11% 6,491 $1.8M Reduce -2.1%
V Visa Inc. Class A 0.11% 5,490 $1.7M Reduce -0.2%
HI Hillenbrand Inc. 0.11% 55,279 $1.7M No change
TGT Target Corp. 0.10% 11,667 $1.6M No change
BA The Boeing Co. 0.09% 8,445 $1.5M Add +13.8%
BXSL Blackstone Secured Lending F 0.09% 44,900 $1.5M Add +43.0%
WTS Watts Water Technologies-A 0.09% 7,090 $1.4M Reduce -0.5%
GEV GE Vernova Inc. 0.08% 4,065 $1.3M Reduce -0.4%
PLD Prologis Inc. 0.08% 12,404 $1.3M Add +0.4%
COP Conocophillips 0.08% 12,764 $1.3M Add +2.6%
ITW Illinois Tool Works 0.08% 4,985 $1.3M No change

Show all 262 holdings

Portfolio Sells Q3 2024 → Q4 2024

UNH Unitedhealth Group Inc. Reduce -92.3% 0.20% −2.68
LOW Lowe's Cos Inc. Reduce -0.9% 2.72% −0.23
BCE Bce Inc. Reduce -83.9% 0.02% −0.15
TXN Texas Instruments Inc. Reduce -0.6% 1.64% −0.14
KO The Coca-Cola Co. Reduce -0.1% 0.53% −0.07
MCD McDonald's Corp. Reduce -0.5% 1.90% −0.07
MRK Merck & Co. Inc. Reduce -1.8% 0.41% −0.06
UL Unilever PLC Reduce -2.0% 0.39% −0.06
LHX L3HARRIS Technologies Inc. Reduce -11.3% 0.22% −0.06
XOM Exxon Mobil Corp. Reduce -0.3% 0.75% −0.05
UPS United Parcel Service Class B Reduce -5.5% 0.39% −0.05
SWK Stanley Black & Decker Inc. Sold out 0.00% −0.04
PFE Pfizer Inc. Reduce -8.2% 0.22% −0.04
CL Colgate-Palmolive Co. Reduce -0.3% 0.29% −0.04
PPG PPG Industries Inc. Reduce -0.2% 0.37% −0.03
ABBV Abbvie Inc. Reduce -0.7% 0.34% −0.03
LMT Lockheed Martin Corp. Reduce -0.3% 0.15% −0.03
COST Costco Wholesale Corp. Reduce -17.3% 0.17% −0.02
MSFT Microsoft Corp. Reduce -0.2% 7.22% −0.02
UNP Union Pacific Corp. Reduce -4.2% 0.21% −0.02
LLY Eli Lilly & Co. Reduce -2.7% 0.14% −0.02
SLB SLB Ltd. Sold out 0.00% −0.02
GE General Electric Reduce -0.5% 0.17% −0.02
CNI Canadian Natl Railway Co. Sold out 0.00% −0.02
IIPR Innovative Industrial Proper Sold out 0.00% −0.02
PG The Procter & Gamble Co. Reduce -0.4% 1.02% −0.02
FUL H.B. Fuller Co. Reduce -4.1% 0.07% −0.01
PM Philip Morris International Reduce -5.4% 0.31% −0.01
TKR Timken Co. Sold out 0.00% −0.01
ELV Elevance Health Inc. Sold out 0.00% −0.01
CARR Carrier Global Corp. Sold out 0.00% −0.01
VIG Vanguard Dividend Apprec ETF Sold out 0.00% −0.01
CVS CVS Health Corp. Sold out 0.00% −0.01
AGG iShares Core U.S. Aggregate Sold out 0.00% −0.01
DAC Danaos Corp. Sold out 0.00% −0.01
CI The Cigna Group Sold out 0.00% −0.01
AMD Advanced Micro Devices Sold out 0.00% −0.01
HPQ HP Inc. Sold out 0.00% −0.01
VT Vanguard Tot World STK ETF Sold out 0.00% −0.01
WPC WP Carey Inc. Sold out 0.00% −0.01
CP Canadian Pacific Kansas City Reduce -4.7% 0.05% −0.01
GIS General Mills Inc. Reduce -0.4% 0.08% −0.01
NVS Novartis AG-Sponsored ADR Reduce -0.9% 0.06% −0.01
KMB Kimberly-Clark Corp. Reduce -0.9% 0.13% −0.01
BSV Vanguard Short-Term Bond ETF Reduce -37.5% 0.02% −0.01
IEO iShares U.S. Oil & Gas Explo Reduce -17.1% 0.04% −0.01
IBM Intl Business Machines Corp. Reduce -2.4% 0.66% −0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.6% 4.22% −0.01
NOC Northrop Grumman Corp. Reduce -0.3% 0.06% −0.01
RTX RTX Corp. Reduce -3.1% 0.11% −0.01

Portfolio Buys Q3 2024 → Q4 2024

CACI Caci International Inc. Class A New 0.92% +0.92
CNH CNH Industrial NV Add +35.5% 2.46% +0.72
AMZN Amazon.com Inc. Add +0.4% 2.03% +0.34
ASML ASML Holding NV-NY Reg SHS Add +25.6% 1.22% +0.07
GBIL Goldman Sachs Access Treasur Add +25.4% 0.23% +0.05
RSP Invesco S&P 500 Equal Weight Add +34.3% 0.17% +0.04
VUG Vanguard Mrngstar GR ETF-Sui Add +11.0% 0.23% +0.04
WM Waste Management Inc. Add +22.1% 0.21% +0.04
IVV iShares Core S&P 500 ETF Add +6.1% 0.38% +0.04
NVDA Nvidia Corp. Add +0.2% 0.31% +0.04
BXSL Blackstone Secured Lending F Add +43.0% 0.09% +0.03
CVX Chevron Corp. Add +1.0% 2.21% +0.03
BA The Boeing Co. Add +13.8% 0.09% +0.02
CZR Caesars Entertainment Inc. New 0.02% +0.02
VTI VG Morningstar TS MKT ETF-US Add +0.9% 0.48% +0.02
CAT Caterpillar Inc. Add +12.0% 0.37% +0.02
MCHP Microchip Technology Inc. Add +172.3% 0.04% +0.02
VOO Vanguard S&P 500 ETF Add +8.6% 0.16% +0.02
C Citigroup Inc. New 0.02% +0.02
WELL Welltower Inc. New 0.02% +0.02
LULU Lululemon Athletica Inc. New 0.02% +0.02
GTX Garrett Motion Inc. Add +0.2% 0.13% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +0.0% 0.35% +0.01
GH Guardant Health Inc. New 0.01% +0.01
SSNC Ss&c Technologies Holdings New 0.01% +0.01
ET Energy Transfer LP Add +1.1% 0.05% +0.01
IWM iShares Russell 2000 ETF Add +12.2% 0.08% +0.01
VYM Vanguard High DVD Yield ETF Add +2.8% 0.21% +0.01
IJH iShares Core S&P Midcap ETF Add +25.3% 0.04% +0.01
BAC Bank of America Corp. Add +6.1% 0.04% +0.01
BDX Becton Dickinson and Co. Add +4.5% 2.58% +0.01
VB Vanguard Most SM-Cap ETF-Usd Add +11.5% 0.05% +0.01
HWM Howmet Aerospace Inc. Add +1.4% 0.05% +0.01
EPD Enterprise Products Partners Add +1.1% 0.06% +0.01
HD Home Depot Inc. Add +3.3% 0.52% +0.01
BND Vanguard Total Bond Market Add +38.5% 0.02% +0.01
T AT&T Inc. Add +3.1% 0.06% +0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +10.8% 0.04% +0.00
SCHD Schwab US DVD Equity ETF Add +4.1% 0.16% +0.00
JEPQ JPM Nasdaq Equity Premium Add +25.0% 0.02% +0.00
IVW iShares S&P 500 Growth ETF Add +0.0% 0.04% +0.00
XLF SS Financial Select Sector Add +5.1% 0.02% +0.00
XFFCX Flaherty & Crumrine Pref Inc. Add +16.0% 0.02% +0.00
SMH Vaneck Semiconductor ETF Add +6.5% 0.02% +0.00
SPYM Ste STR SPDR PT S&P 500 ETF Add +3.3% 0.02% +0.00
AEM Agnico Eagle Mines Ltd. Add +7.4% 0.02% +0.00
AGI Alamos Gold Inc. Class A Add +10.7% 0.02% +0.00
TRP TC Energy Corp. Add +4.6% 0.02% +0.00
CTVA Corteva Inc. Add +6.8% 0.01% +0.00
MDY State Street SPDR S&P Midcap Add +0.1% 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