Guyasuta Investment Advisors Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 22, 2025), Guyasuta Investment Advisors Inc. reported 249 stock positions worth $1.5 billion. Its top holding was Microsoft (MSFT) at 6.5% of the portfolio, followed by Republic Services (RSG, 5.3%) and Mastercard Class A (MA, 5.3%). Compared with Q4 2024, it opened 8 new positions, sold out of 21, added to 45 and reduced 107. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +1%) and the biggest sale Pepsico (PEP, shares −59%).

Most Recent 13F
Q2 2026
Location
PITTSBURGH, PA
CIK
0000928568
Portfolio Value
$1.5B (Q1 2025)
SEC Filing
0000928568-25-000002 ↗ filed Apr 22, 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 Q4 2024 Q1 2025: $1.5B $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 249 stocks · $1.5B

MSFT Microsoft Corp. 6.47% 263,474 $98.9M Reduce -3.2%
RSG Republic Services Inc. 5.33% 336,908 $81.6M Reduce -1.3%
MA Mastercard Inc. Class A 5.29% 147,634 $80.9M Reduce -3.8%
BRK.B Berkshire Hathaway Inc. Class B 5.21% 149,532 $79.6M Add +0.9%
GOOG Alphabet Inc. Class C 3.97% 388,682 $60.7M Reduce -0.8%
VST Vistra Corp. 3.63% 472,882 $55.5M Reduce -3.0%
TMO Thermo Fisher Scientific Inc. 3.39% 104,079 $51.8M Reduce -1.5%
CNH CNH Industrial NV 2.81% 3,499,343 $43.0M Add +1.3%
PNC PNC Financial Services Group 2.80% 243,778 $42.8M Add +1.2%
LIN Linde PLC 2.78% 91,243 $42.5M Add +0.1%
BDX Becton Dickinson and Co. 2.78% 185,382 $42.5M Add +2.5%
CVX Chevron Corp. 2.77% 253,451 $42.4M Add +4.7%
TEL Te Connectivity PLC 2.71% 293,141 $41.4M Add +1.7%
LOW Lowe's Cos Inc. 2.64% 172,871 $40.3M Reduce -1.3%
MCD McDonald's Corp. 2.15% 105,420 $32.9M Add +1.1%
FISV Fiserv Inc. 2.14% 148,241 $32.7M Reduce -2.1%
EXPE Expedia Group Inc. 1.93% 175,754 $29.5M Reduce -3.5%
AMZN Amazon.com Inc. 1.77% 142,376 $27.1M Reduce -3.1%
TXN Texas Instruments Inc. 1.67% 141,980 $25.5M Add +2.0%
AAPL Apple Inc. 1.35% 93,131 $20.7M Reduce -3.3%
ASML ASML Holding NV-NY Reg SHS 1.22% 28,126 $18.6M Add +0.5%
PWR Quanta Services Inc. 1.22% 73,269 $18.6M Add +4.5%
JNJ Johnson & Johnson 1.17% 108,060 $17.9M Reduce -59.8%
WCC Wesco International Inc. 1.14% 112,374 $17.5M Add +3.5%
COR Cencora Inc. 1.11% 60,838 $16.9M Reduce -0.1%
PEP Pepsico Inc. 1.09% 110,953 $16.6M Reduce -58.7%
AMAT Applied Materials Inc. 1.09% 114,392 $16.6M Reduce -0.7%
ADP Automatic Data Processing 1.08% 54,287 $16.6M Reduce -0.2%
PG The Procter & Gamble Co. 1.05% 94,580 $16.1M Reduce -1.8%
MU Micron Technology Inc. 1.00% 176,788 $15.4M Add +2.2%
META Meta Platforms Inc. Class A 0.97% 25,749 $14.8M Add +334.0%
ACN Accenture PLC Class A 0.95% 46,335 $14.5M Reduce -7.5%
NVDA Nvidia Corp. 0.91% 127,947 $13.9M Add +248.3%
XOM Exxon Mobil Corp. 0.85% 109,381 $13.0M Reduce -1.2%
FERG Ferguson Enterprises Inc. 0.84% 80,240 $12.9M New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.78% 47,770 $11.9M Reduce -0.1%
VMC Vulcan Materials Co. 0.78% 50,902 $11.9M New
KO The Coca-Cola Co. 0.65% 139,560 $10.0M Add +2.9%
EMR Emerson Electric Co. 0.58% 80,521 $8.8M Reduce -0.2%
HD Home Depot Inc. 0.50% 20,865 $7.6M Reduce -1.0%
VTI VG Morningstar TS MKT ETF-US 0.48% 26,563 $7.3M Add +0.3%
JPM JPMorgan Chase & Co. 0.47% 29,223 $7.2M Reduce -23.0%
UL Unilever PLC 0.42% 108,587 $6.5M Reduce -0.6%
ABBV Abbvie Inc. 0.40% 28,888 $6.1M Reduce -4.9%
PKG Packaging Corp. of America 0.38% 29,482 $5.8M Reduce -2.2%
IVV iShares Core S&P 500 ETF 0.38% 10,317 $5.8M Add +0.7%
MRK Merck & Co. Inc. 0.38% 64,271 $5.8M Reduce -1.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.37% 10,145 $5.7M Add +7.1%
PPG PPG Industries Inc. 0.37% 51,777 $5.7M Add +4.6%
BRK.A Berkshire Hathaway Inc. Class A 0.37% 7 $5.6M New
CAT Caterpillar Inc. 0.34% 15,919 $5.3M Reduce -1.6%
PM Philip Morris International 0.33% 31,947 $5.1M Reduce -21.6%
UPS United Parcel Service Class B 0.32% 43,806 $4.8M Reduce -10.4%
CL Colgate-Palmolive Co. 0.31% 49,930 $4.7M Reduce -1.5%
CMCSA Comcast Corp. Class A 0.29% 121,880 $4.5M Reduce -2.1%
GOOGL Alphabet Inc. Class A 0.29% 28,923 $4.5M Reduce -19.7%
IWB iShares Russell 1000 ETF 0.24% 12,095 $3.7M No change
WM Waste Management Inc. 0.23% 15,065 $3.5M Reduce -9.2%
NFLX Netflix Inc. 0.22% 3,638 $3.4M Add +1.3%
UNP Union Pacific Corp. 0.22% 14,259 $3.4M Reduce -2.7%
PFE Pfizer Inc. 0.22% 132,650 $3.4M Reduce -0.4%
VYM Vanguard High DVD Yield ETF 0.22% 25,603 $3.3M Add +0.1%
CLS Celestica Inc. 0.21% 41,335 $3.3M Reduce -41.4%
GE General Electric filed as GE AEROSPACE 0.21% 16,058 $3.2M Reduce -2.1%
RSP Invesco S&P 500 Equal Weight 0.21% 18,480 $3.2M Add +21.2%
SCHD Schwab US DVD Equity ETF 0.20% 109,164 $3.1M Add +20.5%
ABT Abbott Laboratories 0.20% 22,494 $3.0M Reduce -0.9%
BMY Bristol-Myers Squibb Co. 0.19% 47,643 $2.9M Reduce -2.1%
AIT Applied Industrial Tech Inc. 0.18% 12,475 $2.8M No change
LHX L3HARRIS Technologies Inc. 0.18% 13,221 $2.8M Reduce -21.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.18% 7,405 $2.7M Reduce -18.2%
COST Costco Wholesale Corp. 0.18% 2,879 $2.7M Reduce -0.1%
VOO Vanguard S&P 500 ETF 0.17% 4,964 $2.6M Add +7.7%
PH Parker Hannifin Corp. 0.17% 4,175 $2.5M Reduce -1.2%
LLY Eli Lilly & Co. 0.16% 2,985 $2.5M Add +2.2%
GBIL Goldman Sachs Access Treasur 0.15% 23,496 $2.4M Reduce -36.9%
RPM RPM International Inc. 0.15% 20,193 $2.3M No change
HON Honeywell International Inc. 0.15% 10,720 $2.3M Add +10.5%
KMB Kimberly-Clark Corp. 0.14% 15,193 $2.2M Reduce -3.3%
LMT Lockheed Martin Corp. 0.14% 4,663 $2.1M Reduce -5.3%
RTX RTX Corp. 0.13% 15,254 $2.0M Reduce -3.1%
V Visa Inc. Class A 0.13% 5,756 $2.0M Add +4.8%
ROK Rockwell Automation Inc. 0.13% 7,711 $2.0M No change
CB Chubb Ltd. 0.13% 6,491 $2.0M No change
VZ Verizon Communications Inc. 0.13% 42,722 $1.9M Reduce -11.8%
SPGI S&P Global Inc. 0.13% 3,809 $1.9M Reduce -0.4%
IEX Idex Corp. 0.12% 9,789 $1.8M No change
TT Trane Technologies PLC 0.11% 5,183 $1.7M Reduce -0.1%
QQQ Invesco QQQ Trust Series 1 0.11% 3,587 $1.7M Reduce -4.5%
AVGO Broadcom Inc. 0.11% 9,661 $1.6M Reduce -4.1%
BA The Boeing Co. 0.10% 8,995 $1.5M Add +6.5%
WTS Watts Water Technologies-A 0.09% 7,090 $1.4M No change
PLD Prologis Inc. 0.09% 12,405 $1.4M Add +0.0%
TRV The Travelers Cos Inc. 0.09% 5,095 $1.3M No change
COP Conocophillips 0.09% 12,764 $1.3M No change
HI Hillenbrand Inc. 0.09% 55,279 $1.3M No change
TSLA Tesla Inc. 0.09% 5,073 $1.3M Reduce -26.5%
DASH DoorDash Inc. Class A 0.09% 7,188 $1.3M No change
BXSL Blackstone Secured Lending F 0.08% 39,100 $1.3M Reduce -12.9%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.08% 14,974 $1.3M Reduce -3.2%

Show all 249 holdings

Portfolio Sells Q4 2024 → Q1 2025

PEP Pepsico Inc. Reduce -58.7% 1.09% −1.48
JNJ Johnson & Johnson Reduce -59.8% 1.17% −1.27
CACI Caci International Inc. Class A Sold out 0.00% −0.92
MSFT Microsoft Corp. Reduce -3.2% 6.47% −0.75
GOOG Alphabet Inc. Class C Reduce -0.8% 3.97% −0.72
VST Vistra Corp. Reduce -3.0% 3.63% −0.59
AMZN Amazon.com Inc. Reduce -3.1% 1.77% −0.26
EXPE Expedia Group Inc. Reduce -3.5% 1.93% −0.20
CLS Celestica Inc. Reduce -41.4% 0.21% −0.20
UNH Unitedhealth Group Inc. Reduce -85.6% 0.03% −0.17
AAPL Apple Inc. Reduce -3.3% 1.35% −0.16
ACN Accenture PLC Class A Reduce -7.5% 0.95% −0.16
GOOGL Alphabet Inc. Class A Reduce -19.7% 0.29% −0.14
JPM JPMorgan Chase & Co. Reduce -23.0% 0.47% −0.10
AMAT Applied Materials Inc. Reduce -0.7% 1.09% −0.09
TSLA Tesla Inc. Reduce -26.5% 0.09% −0.09
LOW Lowe's Cos Inc. Reduce -1.3% 2.64% −0.08
GBIL Goldman Sachs Access Treasur Reduce -36.9% 0.15% −0.08
GTX Garrett Motion Inc. Reduce -59.8% 0.05% −0.08
UPS United Parcel Service Class B Reduce -10.4% 0.32% −0.07
TMO Thermo Fisher Scientific Inc. Reduce -1.5% 3.39% −0.07
NRP Natural Resource Partners LP Sold out 0.00% −0.06
VUG Vanguard Mrngstar GR ETF-Sui Reduce -18.2% 0.18% −0.05
EMR Emerson Electric Co. Reduce -0.2% 0.58% −0.05
ET Energy Transfer LP Sold out 0.00% −0.05
PKG Packaging Corp. of America Reduce -2.2% 0.38% −0.05
AVGO Broadcom Inc. Reduce -4.1% 0.11% −0.04
LHX L3HARRIS Technologies Inc. Reduce -21.1% 0.18% −0.04
MCHP Microchip Technology Inc. Sold out 0.00% −0.04
MRK Merck & Co. Inc. Reduce -1.7% 0.38% −0.03
EPD Enterprise Products Partners Reduce -57.0% 0.03% −0.03
KYN Kayne Anderson Energy Infra Reduce -63.5% 0.02% −0.03
XLE SS Energy Select Sector Reduce -68.3% 0.02% −0.03
MRC MRC Global Inc. Reduce -52.6% 0.02% −0.03
M Macy's Inc. Sold out 0.00% −0.03
CAT Caterpillar Inc. Reduce -1.6% 0.34% −0.03
CZR Caesars Entertainment Inc. Sold out 0.00% −0.02
INSW International Seaways Inc. Sold out 0.00% −0.02
TGT Target Corp. Reduce -0.6% 0.08% −0.02
DHR Danaher Corp. Sold out 0.00% −0.02
BCE Bce Inc. Sold out 0.00% −0.02
BX Blackstone Inc. Sold out 0.00% −0.02
AGI Alamos Gold Inc. Class A Sold out 0.00% −0.02
AEM Agnico Eagle Mines Ltd. Sold out 0.00% −0.02
XFFCX Flaherty & Crumrine Pref Inc. Sold out 0.00% −0.02
HD Home Depot Inc. Reduce -1.0% 0.50% −0.02
CRM Salesforce Inc. Sold out 0.00% −0.02
LULU Lululemon Athletica Inc. Sold out 0.00% −0.02
FITB Fifth Third Bancorp Sold out 0.00% −0.01
LMT Lockheed Martin Corp. Reduce -5.3% 0.14% −0.01

Portfolio Buys Q4 2024 → Q1 2025

BRK.B Berkshire Hathaway Inc. Class B Add +0.9% 5.21% +0.98
FERG Ferguson Enterprises Inc. New 0.84% +0.84
VMC Vulcan Materials Co. New 0.78% +0.78
META Meta Platforms Inc. Class A Add +334.0% 0.97% +0.75
NVDA Nvidia Corp. Add +248.3% 0.91% +0.60
CVX Chevron Corp. Add +4.7% 2.77% +0.57
LIN Linde PLC Add +0.1% 2.78% +0.38
BRK.A Berkshire Hathaway Inc. Class A New 0.37% +0.37
CNH CNH Industrial NV Add +1.3% 2.81% +0.35
MCD McDonald's Corp. Add +1.1% 2.15% +0.25
BDX Becton Dickinson and Co. Add +2.5% 2.78% +0.20
KO The Coca-Cola Co. Add +2.9% 0.65% +0.12
TEL Te Connectivity PLC Add +1.7% 2.71% +0.12
MU Micron Technology Inc. Add +2.2% 1.00% +0.09
SCHD Schwab US DVD Equity ETF Add +20.5% 0.20% +0.04
RSP Invesco S&P 500 Equal Weight Add +21.2% 0.21% +0.04
TXN Texas Instruments Inc. Add +2.0% 1.67% +0.03
V Visa Inc. Class A Add +4.8% 0.13% +0.02
SCHX Schwab US Large-Cap ETF New 0.02% +0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +7.1% 0.37% +0.02
NFLX Netflix Inc. Add +1.3% 0.22% +0.02
LLY Eli Lilly & Co. Add +2.2% 0.16% +0.02
CVS CVS Health Corp. New 0.01% +0.01
MKL Markel Group Inc. New 0.01% +0.01
EVRG Evergy Inc. New 0.01% +0.01
XLF SS Financial Select Sector Add +48.5% 0.04% +0.01
VIG Vanguard Dividend Apprec ETF New 0.01% +0.01
VYM Vanguard High DVD Yield ETF Add +0.1% 0.22% +0.01
HON Honeywell International Inc. Add +10.5% 0.15% +0.01
VOO Vanguard S&P 500 ETF Add +7.7% 0.17% +0.01
PSX Phillips 66 Add +0.4% 0.07% +0.01
PLD Prologis Inc. Add +0.0% 0.09% +0.01
BA The Boeing Co. Add +6.5% 0.10% +0.01
MDY State Street SPDR S&P Midcap Add +28.7% 0.03% +0.01
CRH CRH PLC Add +17.4% 0.04% +0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +1.2% 0.04% +0.00
SPYM Ste STR SPDR PT S&P 500 ETF Add +6.5% 0.02% +0.00
IVE iShares S&P 500 Value ETF Add +0.8% 0.02% +0.00
RMD Resmed Inc. Add +0.2% 0.02% +0.00
IOO iShares Global 100 ETF Add +1.3% 0.01% +0.00
IJR iShares Core S&P Small-Cap E Add +5.5% 0.03% −0.00
IVV iShares Core S&P 500 ETF Add +0.7% 0.38% −0.00
HAL Halliburton Co. Add +0.0% 0.01% −0.00
IJH iShares Core S&P Midcap ETF Add +0.5% 0.04% −0.00
ASML ASML Holding NV-NY Reg SHS Add +0.5% 1.22% −0.00
SNX TD Synnex Corp. Add +5.4% 0.05% −0.00
IVW iShares S&P 500 Growth ETF Add +0.4% 0.04% −0.00
PPG PPG Industries Inc. Add +4.6% 0.37% −0.00
IWM iShares Russell 2000 ETF Add +0.2% 0.07% −0.00
VTI VG Morningstar TS MKT ETF-US Add +0.3% 0.48% −0.01

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