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

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 $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 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%
PLD Prologis Inc. 0.08% 12,482 $1.3M Add +0.6%
NVS Novartis AG-Sponsored ADR 0.08% 10,767 $1.3M Add +3.0%
IWM iShares Russell 2000 ETF 0.08% 5,717 $1.2M No change
ITW Illinois Tool Works 0.08% 4,979 $1.2M Reduce -0.1%
GD General Dynamics Corp. 0.07% 4,158 $1.2M No change
T AT&T Inc. 0.07% 41,335 $1.2M Add +4.4%
COP Conocophillips 0.07% 12,814 $1.1M Add +0.4%
TGT Target Corp. 0.07% 11,517 $1.1M Reduce -0.7%
HWM Howmet Aerospace Inc. 0.07% 6,067 $1.1M Add +33.1%
HI Hillenbrand Inc. 0.07% 55,279 $1.1M No change
NOC Northrop Grumman Corp. 0.07% 2,161 $1.1M Add +0.2%
SYY Sysco Corp. 0.06% 14,000 $1.1M No change
ETN Eaton Corp. PLC 0.06% 2,963 $1.1M Reduce -5.3%
PSX Phillips 66 0.06% 8,820 $1.1M Add +0.8%
FUL H.B. Fuller Co. filed as FULLER H B CO 0.06% 17,385 $1.0M No change
AMGN Amgen Inc. 0.06% 3,745 $1.0M Add +0.7%
CMI Cummins Inc. 0.06% 3,184 $1.0M Reduce -2.8%
LNC Lincoln National Corp. 0.06% 30,000 $1.0M Add +215.8%
PLTR Palantir Technologies Inc. Class A 0.06% 7,415 $1.0M Add +22.3%
APD Air Products & Chemicals Inc. 0.06% 3,501 $987K Add +6.1%
NSC Norfolk Southern Corp. 0.06% 3,824 $979K No change
MDLZ Mondelez International Inc. Class A 0.06% 14,380 $970K Reduce -2.4%
MTD Mettler-Toledo International 0.06% 818 $961K No change
GTX Garrett Motion Inc. 0.06% 89,305 $939K Reduce -1.5%
SNX TD Synnex Corp. 0.06% 6,900 $936K No change
ARKK ARK Innovation ETF 0.06% 13,320 $936K No change
EFX Equifax Inc. 0.06% 3,600 $934K No change
GIS General Mills Inc. 0.06% 17,950 $930K No change
BXSL Blackstone Secured Lending F 0.06% 30,000 $923K Reduce -23.3%
VB Vanguard Most SM-Cap ETF-Usd 0.06% 3,871 $917K Add +14.2%
GDX Vaneck Gold Miners ETF 0.06% 17,405 $906K Add +2.9%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.05% 2,800 $896K No change
PAYX Paychex Inc. 0.05% 6,162 $896K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.05% 3,063 $857K Add +18.7%
VIS Vanguard Industrials ETF 0.05% 3,053 $855K No change
ATR Aptargroup Inc. 0.05% 5,420 $848K No change
SNPS Synopsys Inc. 0.05% 1,634 $838K No change
MU Micron Technology Inc. 0.05% 6,683 $824K Reduce -96.2%
SDY SS SPDR S&P Dividend ETF 0.05% 6,024 $818K No change
WMT Walmart Inc. 0.05% 8,278 $809K Reduce -0.2%
WY Weyerhaeuser Co. 0.05% 29,260 $752K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 15,691 $742K Reduce -0.2%
IVW iShares S&P 500 Growth ETF 0.04% 6,324 $696K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.04% 5,582 $689K No change
SYK Stryker Corp. 0.04% 1,715 $679K No change
DUK Duke Energy Corp. 0.04% 5,729 $676K Reduce -2.3%
NVO Novo-Nordisk A/S-Spons ADR 0.04% 9,686 $669K No change
ZTS Zoetis Inc. 0.04% 4,210 $657K Add +0.2%
IJH iShares Core S&P Midcap ETF 0.04% 10,113 $627K Add +2.5%
CSCO Cisco Systems Inc. 0.04% 8,679 $602K No change
INTC Intel Corp. 0.04% 26,631 $597K Add +8.5%
GLD SPDR Gold Shares 0.04% 1,936 $590K No change
BKNG Booking Holdings Inc. 0.04% 100 $579K No change
PANW Palo Alto Networks Inc. 0.04% 2,828 $579K Reduce -1.5%
EXPE Expedia Group Inc. 0.04% 3,429 $578K Reduce -98.0%
CRH CRH PLC 0.03% 6,105 $560K Reduce -0.3%
CSX CSX Corp. 0.03% 17,100 $558K No change
ISRG Intuitive Surgical Inc. 0.03% 993 $540K Add +0.3%
BLK BlackRock Inc. 0.03% 505 $530K No change
NEE Nextera Energy Inc. 0.03% 7,476 $519K Add +28.1%
TFC Truist Financial Corp. 0.03% 11,767 $506K New
MDY State Street SPDR S&P Midcap 0.03% 878 $497K Add +0.9%
K Kellanova 0.03% 6,220 $495K No change
EPD Enterprise Products Partners 0.03% 15,494 $480K Add +20.8%
IJR iShares Core S&P Small-Cap E 0.03% 4,209 $460K Add +4.5%
VWO Vanguard Ftse Emerging Marke 0.03% 9,184 $454K Add +0.3%
ALLE Allegion PLC 0.03% 3,095 $446K No change
VDE Vanguard Energy ETF 0.03% 3,740 $446K No change
CMG Chipotle Mexican Grill Inc. 0.03% 7,800 $438K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.03% 3,488 $433K Add +6.3%
MSI Motorola Solutions Inc. 0.03% 1,026 $431K Add +0.1%
RMD Resmed Inc. 0.03% 1,644 $424K Add +0.2%
MPC Marathon Petroleum Corp. 0.03% 2,506 $416K Add +16.3%
KMI Kinder Morgan Inc. 0.02% 13,556 $399K Add +0.8%
SMH Vaneck Semiconductor ETF 0.02% 1,400 $390K No change
WELL Welltower Inc. 0.02% 2,524 $388K Add +21.7%
SPYM Ste STR SPDR PT S&P 500 ETF 0.02% 5,308 $386K Add +6.7%
ZBH Zimmer Biomet Holdings Inc. 0.02% 4,133 $377K Add +0.3%
SCHX Schwab US Large-Cap ETF 0.02% 15,346 $375K Add +0.1%
XLK SS Technology Select Sector 0.02% 1,478 $374K No change
IR Ingersoll-Rand Inc. 0.02% 4,499 $374K No change
KKR KKR & Co. Inc. 0.02% 2,797 $372K No change
XLF SS Financial Select Sector 0.02% 7,096 $372K Reduce -38.8%
MCO Moody's Corp. 0.02% 733 $368K No change
IEO iShares U.S. Oil & Gas Explo 0.02% 4,109 $364K No change
IVE iShares S&P 500 Value ETF 0.02% 1,857 $363K No change
GEHC GE Healthcare Technology 0.02% 4,839 $358K Reduce -0.8%
INTU Intuit Inc. 0.02% 446 $351K No change
GH Guardant Health Inc. 0.02% 6,740 $351K No change
ITA iShares U.S. Aerospace & Def 0.02% 1,850 $349K No change
MRC MRC Global Inc. 0.02% 25,235 $346K Reduce -14.7%
SU Suncor Energy Inc. 0.02% 9,228 $346K No change
AXP American Express Co. 0.02% 1,080 $344K Add +2.4%
IWF iShares Russell 1000 Growth 0.02% 807 $343K No change
JBL Jabil Inc. 0.02% 1,570 $342K No change
WST West Pharmaceutical Services 0.02% 1,559 $341K No change
WFC Wells Fargo & Co. 0.02% 4,257 $341K Add +6.3%
NOW ServiceNow Inc. 0.02% 329 $338K New
XYL Xylem Inc. 0.02% 2,605 $337K No change
BND Vanguard Total Bond Market 0.02% 4,570 $336K No change
ADI Analog Devices Inc. 0.02% 1,413 $336K No change
VXUS Vanguard Total Intl Stock 0.02% 4,866 $336K Add +2.1%
TRP TC Energy Corp. 0.02% 6,800 $332K No change
MTZ Mastec Inc. 0.02% 1,930 $329K No change
CVS CVS Health Corp. 0.02% 4,713 $325K Add +39.3%
MSEX Middlesex Water Co. 0.02% 6,000 $325K No change
ADM Archer-Daniels-Midland Co. 0.02% 6,100 $322K Add +5.2%
DKS Dick's Sporting Goods Inc. 0.02% 1,618 $320K Add +44.7%
IP International Paper Co. 0.02% 6,767 $317K No change
XLP SS Consumer Staples Sel Sect 0.02% 3,832 $310K Add +18.6%
GAP The Gap Inc. 0.02% 14,200 $310K New
MDT Medtronic PLC 0.02% 3,484 $304K Add +3.0%
DD Dupont DE Nemours Inc. 0.02% 4,426 $304K Reduce -3.6%
IWR iShares Russell Mid-Cap ETF 0.02% 3,300 $304K No change
AON Aon PLC Class A 0.02% 850 $303K No change
MO Altria Group Inc. 0.02% 4,973 $292K Add +2.0%
KLAC KLA Corp. 0.02% 324 $290K Reduce -12.9%
CIBR First Trust Nasdaq Cybersecu 0.02% 3,825 $289K New
PEG Public Service Enterprise GP 0.02% 3,379 $284K Add +1.2%
CECO Ceco Environmental Corp. 0.02% 10,000 $283K No change
KYN Kayne Anderson Energy Infra 0.02% 22,200 $282K No change
IPAC iShares Core MSCI Pacific Et 0.02% 4,077 $280K No change
CTVA Corteva Inc. 0.02% 3,678 $274K No change
C Citigroup Inc. 0.02% 3,210 $273K Add +0.2%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.02% 5,000 $272K No change
IEUR iShares Core MSCI Europe ETF 0.02% 4,075 $270K No change
CIEN Ciena Corp. 0.02% 3,315 $270K No change
BWA Borgwarner Inc. 0.02% 8,000 $268K No change
HRB H&R Block Inc. filed as BLOCK H & R INC 0.02% 4,800 $263K No change
TMUS T-Mobile US Inc. 0.02% 1,103 $263K Reduce -21.1%
CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC 0.02% 2,850 $262K No change
NVR NVR Inc. 0.02% 34 $251K No change
YUM Yum! Brands Inc. 0.02% 1,680 $249K No change
EFA iShares MSCI Eafe ETF 0.01% 2,725 $244K No change
PLXS Plexus Corp. 0.01% 1,800 $244K No change
RNR Renaissancere Holdings Ltd. 0.01% 1,000 $243K No change
XLV SS Health Care Select Sector 0.01% 1,782 $240K No change
MCHP Microchip Technology Inc. 0.01% 3,400 $239K New
ET Energy Transfer LP 0.01% 13,127 $238K New
VLO Valero Energy Corp. 0.01% 1,753 $236K New
IOO iShares Global 100 ETF 0.01% 2,185 $236K No change
VCSH Vanguard S/T Corp. Bond ETF 0.01% 2,961 $235K No change
NUE Nucor Corp. 0.01% 1,800 $233K No change
BUG Global X Cybersecurity ETF 0.01% 6,200 $230K New
MDCX Medicus Pharma Ltd. 0.01% 76,911 $230K New
MKL Markel Group Inc. 0.01% 115 $230K No change
SCHW Schwab (charles) Corp. 0.01% 2,472 $226K New
SSNC Ss&c Technologies Holdings 0.01% 2,642 $219K No change
VIG Vanguard Dividend Apprec ETF 0.01% 1,061 $217K Add +0.8%
VT Vanguard Tot World STK ETF 0.01% 1,685 $217K New
CRWD CrowdStrike Holdings Inc. Class A 0.01% 424 $216K New
EVRG Evergy Inc. 0.01% 3,115 $215K No change
XLE SS Energy Select Sector 0.01% 2,524 $214K Reduce -5.6%
CTSH Cognizant Tech Solutions-A 0.01% 2,687 $210K No change
BSV Vanguard Short-Term Bond ETF 0.01% 2,609 $205K Reduce -20.9%
CRM Salesforce Inc. 0.01% 749 $204K New
LRCX Lam Research Corp. 0.01% 2,077 $202K New

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

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