Guyasuta Investment Advisors Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Guyasuta Investment Advisors Inc. reported 257 stock positions worth $1.6 billion. Its top holding was Microsoft (MSFT) at 8.0% of the portfolio, followed by Vistra (VST, 5.5%) and Berkshire Hathaway Class B (BRK.B, 5.4%). Compared with Q1 2025, it opened 14 new positions, sold out of 6, added to 89 and reduced 67. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +1665%) and the biggest sale Expedia (EXPE, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- PITTSBURGH, PA
- CIK
- 0000928568
- Portfolio Value
- $1.6B (Q2 2025)
- SEC Filing
- 0000928568-25-000003 ↗ filed Jul 17, 2025
Holdings Value
Holdings 257 stocks · $1.6B
| MSFT Microsoft Corp. | 7.98% | 262,077 | $130.4M | Reduce -0.5% |
| VST Vistra Corp. | 5.53% | 466,163 | $90.3M | Reduce -1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.43% | 182,485 | $88.6M | Add +22.0% |
| MA Mastercard Inc. Class A | 5.06% | 147,112 | $82.7M | Reduce -0.3% |
| RSG Republic Services Inc. | 5.06% | 335,157 | $82.7M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 4.23% | 389,307 | $69.1M | Add +0.2% |
| TEL Te Connectivity PLC | 3.04% | 293,860 | $49.6M | Add +0.3% |
| PNC PNC Financial Services Group | 2.83% | 248,008 | $46.2M | Add +1.7% |
| TMO Thermo Fisher Scientific Inc. | 2.73% | 109,915 | $44.6M | Add +5.6% |
| LIN Linde PLC | 2.62% | 91,077 | $42.7M | Reduce -0.2% |
| LOW Lowe's Cos Inc. | 2.36% | 173,879 | $38.6M | Add +0.6% |
| CVX Chevron Corp. | 2.27% | 258,599 | $37.0M | Add +2.0% |
| AMZN Amazon.com Inc. | 1.93% | 143,353 | $31.5M | Add +0.7% |
| BDX Becton Dickinson and Co. | 1.90% | 180,027 | $31.0M | Reduce -2.9% |
| MCD McDonald's Corp. | 1.89% | 105,496 | $30.8M | Add +0.1% |
| TXN Texas Instruments Inc. | 1.81% | 142,063 | $29.5M | Add +0.1% |
| PWR Quanta Services Inc. | 1.69% | 73,132 | $27.6M | Reduce -0.2% |
| FISV Fiserv Inc. | 1.65% | 155,818 | $26.9M | Add +5.1% |
| ASML ASML Holding NV-NY Reg SHS | 1.37% | 27,826 | $22.3M | Reduce -1.1% |
| CNH CNH Industrial NV | 1.36% | 1,713,486 | $22.2M | Reduce -51.0% |
| WCC Wesco International Inc. | 1.30% | 114,541 | $21.2M | Add +1.9% |
| AMAT Applied Materials Inc. | 1.30% | 115,508 | $21.1M | Add +1.0% |
| NVDA Nvidia Corp. | 1.24% | 128,322 | $20.3M | Add +0.3% |
| META Meta Platforms Inc. Class A | 1.21% | 26,871 | $19.8M | Add +4.4% |
| TSM Taiwan Semiconductor-SP ADR | 1.21% | 86,880 | $19.7M | Add +1664.8% |
| AAPL Apple Inc. | 1.17% | 92,873 | $19.1M | Reduce -0.3% |
| EXP Eagle Materials Inc. | 1.14% | 91,847 | $18.6M | Add +3508.9% |
| COR Cencora Inc. | 1.11% | 60,683 | $18.2M | Reduce -0.3% |
| FERG Ferguson Enterprises Inc. | 1.07% | 80,412 | $17.5M | Add +0.2% |
| ADP Automatic Data Processing | 1.02% | 54,212 | $16.7M | Reduce -0.1% |
| JNJ Johnson & Johnson | 1.00% | 107,114 | $16.4M | Reduce -0.9% |
| PG The Procter & Gamble Co. | 0.91% | 93,564 | $14.9M | Reduce -1.1% |
| PEP Pepsico Inc. | 0.89% | 109,730 | $14.5M | Reduce -1.1% |
| ACN Accenture PLC Class A | 0.88% | 48,302 | $14.4M | Add +4.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.86% | 47,729 | $14.1M | Reduce -0.1% |
| VMC Vulcan Materials Co. | 0.83% | 51,902 | $13.5M | Add +2.0% |
| XOM Exxon Mobil Corp. | 0.71% | 108,239 | $11.7M | Reduce -1.0% |
| EMR Emerson Electric Co. | 0.66% | 80,509 | $10.7M | Reduce -0.0% |
| KO The Coca-Cola Co. | 0.60% | 138,759 | $9.8M | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 0.53% | 29,982 | $8.7M | Add +2.6% |
| HD Home Depot Inc. | 0.48% | 21,528 | $7.9M | Add +3.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.43% | 23,207 | $7.1M | Reduce -12.6% |
| UL Unilever PLC | 0.40% | 107,763 | $6.6M | Reduce -0.8% |
| IVV iShares Core S&P 500 ETF | 0.40% | 10,451 | $6.5M | Add +1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.40% | 10,447 | $6.5M | Add +3.0% |
| CAT Caterpillar Inc. | 0.38% | 15,919 | $6.2M | No change |
| PPG PPG Industries Inc. | 0.36% | 51,686 | $5.9M | Reduce -0.2% |
| PM Philip Morris International | 0.36% | 32,072 | $5.8M | Add +0.4% |
| PKG Packaging Corp. of America | 0.34% | 29,482 | $5.6M | No change |
| ABBV Abbvie Inc. | 0.33% | 29,405 | $5.5M | Add +1.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.31% | 7 | $5.1M | No change |
| CLS Celestica Inc. | 0.31% | 32,488 | $5.1M | Reduce -21.4% |
| MRK Merck & Co. Inc. | 0.31% | 63,811 | $5.1M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 0.30% | 28,226 | $5.0M | Reduce -2.4% |
| NFLX Netflix Inc. | 0.30% | 3,620 | $4.8M | Reduce -0.5% |
| CL Colgate-Palmolive Co. | 0.27% | 49,037 | $4.5M | Reduce -1.8% |
| CMCSA Comcast Corp. Class A | 0.27% | 122,880 | $4.4M | Add +0.8% |
| GE General Electric filed as GE AEROSPACE | 0.25% | 15,958 | $4.1M | Reduce -0.6% |
| IWB iShares Russell 1000 ETF | 0.25% | 12,095 | $4.1M | No change |
| UPS United Parcel Service Class B | 0.25% | 40,377 | $4.1M | Reduce -7.8% |
| VYM Vanguard High DVD Yield ETF | 0.22% | 26,615 | $3.5M | Add +4.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.21% | 7,905 | $3.5M | Add +6.8% |
| WM Waste Management Inc. | 0.21% | 15,065 | $3.4M | No change |
| GBIL Goldman Sachs Access Treasur | 0.21% | 33,688 | $3.4M | Add +43.4% |
| LHX L3HARRIS Technologies Inc. | 0.20% | 13,249 | $3.3M | Add +0.2% |
| UNP Union Pacific Corp. | 0.20% | 14,319 | $3.3M | Add +0.4% |
| PFE Pfizer Inc. | 0.19% | 130,535 | $3.2M | Reduce -1.6% |
| PH Parker Hannifin Corp. | 0.19% | 4,475 | $3.1M | Add +7.2% |
| ABT Abbott Laboratories | 0.19% | 22,465 | $3.1M | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 0.19% | 5,333 | $3.0M | Add +7.4% |
| SCHD Schwab US DVD Equity ETF | 0.18% | 109,340 | $2.9M | Add +0.2% |
| AIT Applied Industrial Tech Inc. | 0.18% | 12,400 | $2.9M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 0.16% | 2,687 | $2.7M | Reduce -6.7% |
| ROK Rockwell Automation Inc. | 0.16% | 7,715 | $2.6M | Add +0.1% |
| DE Deere & Co. | 0.16% | 4,997 | $2.5M | Add +105.0% |
| HON Honeywell International Inc. | 0.15% | 10,819 | $2.5M | Add +0.9% |
| AVGO Broadcom Inc. | 0.15% | 8,985 | $2.5M | Reduce -7.0% |
| LLY Eli Lilly & Co. | 0.14% | 2,994 | $2.3M | Add +0.3% |
| TT Trane Technologies PLC | 0.14% | 5,183 | $2.3M | No change |
| BMY Bristol-Myers Squibb Co. | 0.14% | 48,052 | $2.2M | Add +0.9% |
| RPM RPM International Inc. | 0.14% | 20,143 | $2.2M | Reduce -0.3% |
| LMT Lockheed Martin Corp. | 0.13% | 4,663 | $2.2M | No change |
| RTX RTX Corp. | 0.13% | 14,680 | $2.1M | Reduce -3.8% |
| CB Chubb Ltd. | 0.13% | 7,291 | $2.1M | Add +12.3% |
| GEV GE Vernova Inc. | 0.13% | 3,865 | $2.0M | Reduce -0.3% |
| SPGI S&P Global Inc. | 0.12% | 3,796 | $2.0M | Reduce -0.3% |
| V Visa Inc. Class A | 0.12% | 5,620 | $2.0M | Reduce -2.4% |
| RSP Invesco S&P 500 Equal Weight | 0.12% | 10,896 | $2.0M | Reduce -41.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.12% | 3,557 | $2.0M | Reduce -0.8% |
| KMB Kimberly-Clark Corp. | 0.12% | 15,083 | $1.9M | Reduce -0.7% |
| VZ Verizon Communications Inc. | 0.11% | 41,501 | $1.8M | Reduce -2.9% |
| DASH DoorDash Inc. Class A | 0.11% | 7,188 | $1.8M | No change |
| WTS Watts Water Technologies-A | 0.11% | 7,090 | $1.7M | No change |
| IEX Idex Corp. | 0.10% | 9,709 | $1.7M | Reduce -0.8% |
| BA The Boeing Co. | 0.10% | 7,874 | $1.6M | Reduce -12.5% |
| TSLA Tesla Inc. | 0.10% | 5,107 | $1.6M | Add +0.7% |
| DELL Dell Technologies -C | 0.09% | 11,489 | $1.4M | Add +77.1% |
| TRV The Travelers Cos Inc. | 0.08% | 5,165 | $1.4M | Add +1.4% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.08% | 14,974 | $1.4M | No change |
| MMM 3M Co. | 0.08% | 8,683 | $1.3M | Add +3.1% |
Portfolio Sells Q1 2025 → Q2 2025
| EXPE Expedia Group Inc. | Reduce -98.0% | 0.04% | −1.90 |
| CNH CNH Industrial NV | Reduce -51.0% | 1.36% | −1.45 |
| MU Micron Technology Inc. | Reduce -96.2% | 0.05% | −0.95 |
| BDX Becton Dickinson and Co. | Reduce -2.9% | 1.90% | −0.88 |
| RSG Republic Services Inc. | Reduce -0.5% | 5.06% | −0.27 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 5.06% | −0.23 |
| PEP Pepsico Inc. | Reduce -1.1% | 0.89% | −0.20 |
| AAPL Apple Inc. | Reduce -0.3% | 1.17% | −0.19 |
| JNJ Johnson & Johnson | Reduce -0.9% | 1.00% | −0.17 |
| LIN Linde PLC | Reduce -0.2% | 2.62% | −0.16 |
| PG The Procter & Gamble Co. | Reduce -1.1% | 0.91% | −0.14 |
| XOM Exxon Mobil Corp. | Reduce -1.0% | 0.71% | −0.14 |
| RSP Invesco S&P 500 Equal Weight | Reduce -41.0% | 0.12% | −0.09 |
| MRK Merck & Co. Inc. | Reduce -0.7% | 0.31% | −0.07 |
| UPS United Parcel Service Class B | Reduce -7.8% | 0.25% | −0.07 |
| ADP Automatic Data Processing | Reduce -0.1% | 1.02% | −0.06 |
| KO The Coca-Cola Co. | Reduce -0.6% | 0.60% | −0.05 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -12.6% | 0.43% | −0.05 |
| CL Colgate-Palmolive Co. | Reduce -1.8% | 0.27% | −0.03 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.03 |
| BXSL Blackstone Secured Lending F | Reduce -23.3% | 0.06% | −0.03 |
| PFE Pfizer Inc. | Reduce -1.6% | 0.19% | −0.03 |
| KMB Kimberly-Clark Corp. | Reduce -0.7% | 0.12% | −0.02 |
| UL Unilever PLC | Reduce -0.8% | 0.40% | −0.02 |
| RPM RPM International Inc. | Reduce -0.3% | 0.14% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -2.9% | 0.11% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -6.7% | 0.16% | −0.02 |
| XLF SS Financial Select Sector | Reduce -38.8% | 0.02% | −0.01 |
| IPG Interpublic Group of Cos Inc. | Sold out | 0.00% | −0.01 |
| AXTA Axalta Coating Systems Ltd. | Sold out | 0.00% | −0.01 |
| DOW Dow Inc. | Sold out | 0.00% | −0.01 |
| HAL Halliburton Co. | Sold out | 0.00% | −0.01 |
| IEX Idex Corp. | Reduce -0.8% | 0.10% | −0.01 |
| PPG PPG Industries Inc. | Reduce -0.2% | 0.36% | −0.01 |
| V Visa Inc. Class A | Reduce -2.4% | 0.12% | −0.01 |
| TGT Target Corp. | Reduce -0.7% | 0.07% | −0.01 |
| TMUS T-Mobile US Inc. | Reduce -21.1% | 0.02% | −0.01 |
| ABT Abbott Laboratories | Reduce -0.1% | 0.19% | −0.01 |
| AIT Applied Industrial Tech Inc. | Reduce -0.6% | 0.18% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -2.4% | 0.06% | −0.01 |
| DUK Duke Energy Corp. | Reduce -2.3% | 0.04% | −0.01 |
| ITW Illinois Tool Works | Reduce -0.1% | 0.08% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -20.9% | 0.01% | −0.00 |
| SPGI S&P Global Inc. | Reduce -0.3% | 0.12% | −0.00 |
| DD Dupont DE Nemours Inc. | Reduce -3.6% | 0.02% | −0.00 |
| GEHC GE Healthcare Technology | Reduce -0.8% | 0.02% | −0.00 |
| CMI Cummins Inc. | Reduce -2.8% | 0.06% | −0.00 |
| XLE SS Energy Select Sector | Reduce -5.6% | 0.01% | −0.00 |
| MRC MRC Global Inc. | Reduce -14.7% | 0.02% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| TSM Taiwan Semiconductor-SP ADR | Add +1664.8% | 1.21% | +1.15 |
| EXP Eagle Materials Inc. | Add +3508.9% | 1.14% | +1.10 |
| NVDA Nvidia Corp. | Add +0.3% | 1.24% | +0.34 |
| TEL Te Connectivity PLC | Add +0.3% | 3.04% | +0.33 |
| GOOG Alphabet Inc. Class C | Add +0.2% | 4.23% | +0.26 |
| META Meta Platforms Inc. Class A | Add +4.4% | 1.21% | +0.24 |
| FERG Ferguson Enterprises Inc. | Add +0.2% | 1.07% | +0.23 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +22.0% | 5.43% | +0.22 |
| AMAT Applied Materials Inc. | Add +1.0% | 1.30% | +0.21 |
| WCC Wesco International Inc. | Add +1.9% | 1.30% | +0.16 |
| AMZN Amazon.com Inc. | Add +0.7% | 1.93% | +0.16 |
| TXN Texas Instruments Inc. | Add +0.1% | 1.81% | +0.14 |
| DE Deere & Co. | Add +105.0% | 0.16% | +0.08 |
| JPM JPMorgan Chase & Co. | Add +2.6% | 0.53% | +0.06 |
| GBIL Goldman Sachs Access Treasur | Add +43.4% | 0.21% | +0.05 |
| VMC Vulcan Materials Co. | Add +2.0% | 0.83% | +0.05 |
| DELL Dell Technologies -C | Add +77.1% | 0.09% | +0.05 |
| LNC Lincoln National Corp. | Add +215.8% | 0.06% | +0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +6.8% | 0.21% | +0.03 |
| TFC Truist Financial Corp. | New | 0.03% | +0.03 |
| HWM Howmet Aerospace Inc. | Add +33.1% | 0.07% | +0.03 |
| PNC PNC Financial Services Group | Add +1.7% | 2.83% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +22.3% | 0.06% | +0.03 |
| ROK Rockwell Automation Inc. | Add +0.1% | 0.16% | +0.03 |
| PM Philip Morris International | Add +0.4% | 0.36% | +0.03 |
| PH Parker Hannifin Corp. | Add +7.2% | 0.19% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.0% | 0.40% | +0.02 |
| LHX L3HARRIS Technologies Inc. | Add +0.2% | 0.20% | +0.02 |
| NOW ServiceNow Inc. | New | 0.02% | +0.02 |
| GAP The Gap Inc. | New | 0.02% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +7.4% | 0.19% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +1.3% | 0.40% | +0.02 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.02% | +0.02 |
| MCHP Microchip Technology Inc. | New | 0.01% | +0.01 |
| ET Energy Transfer LP | New | 0.01% | +0.01 |
| VLO Valero Energy Corp. | New | 0.01% | +0.01 |
| BUG Global X Cybersecurity ETF | New | 0.01% | +0.01 |
| MDCX Medicus Pharma Ltd. | New | 0.01% | +0.01 |
| SCHW Schwab (charles) Corp. | New | 0.01% | +0.01 |
| TSLA Tesla Inc. | Add +0.7% | 0.10% | +0.01 |
| VT Vanguard Tot World STK ETF | New | 0.01% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.01% | +0.01 |
| CRM Salesforce Inc. | New | 0.01% | +0.01 |
| LRCX Lam Research Corp. | New | 0.01% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +18.7% | 0.05% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +14.2% | 0.06% | +0.01 |
| HON Honeywell International Inc. | Add +0.9% | 0.15% | +0.01 |
| DIS The Walt Disney Co. | Add +6.3% | 0.03% | +0.01 |
| MPC Marathon Petroleum Corp. | Add +16.3% | 0.03% | +0.01 |
| CVS CVS Health Corp. | Add +39.3% | 0.02% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 276 | $1.9B | GOOG, MSFT, BRK.B, AMAT, MA |
| Q1 2026 | 268 | $1.7B | GOOG, MSFT, BRK.B, RSG, MA |
| Q4 2025 | 264 | $1.8B | MSFT, GOOG, BRK.B, MA, RSG |
| Q3 2025 | 261 | $1.7B | MSFT, GOOG, VST, BRK.B, MA |
| Q2 2025 | 257 | $1.6B | MSFT, VST, BRK.B, MA, RSG |
| Q1 2025 | 249 | $1.5B | MSFT, RSG, MA, BRK.B, GOOG |
| Q4 2024 | 262 | $1.6B | MSFT, MA, GOOG, RSG, VST |
| Q3 2024 | 271 | $1.6B | MSFT, MA, RSG, BRK.B, GOOG |
| Q2 2024 | 243 | $1.4B | MSFT, MA, RSG, GOOG, TMO |
| Q1 2024 | 245 | $1.4B | MSFT, MA, RSG, GOOG, TMO |