Guyasuta Investment Advisors Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Guyasuta Investment Advisors Inc. reported 264 stock positions worth $1.8 billion. Its top holding was Microsoft (MSFT) at 7.2% of the portfolio, followed by Alphabet Class C (GOOG, 6.8%) and Berkshire Hathaway Class B (BRK.B, 5.0%). Compared with Q3 2025, it opened 17 new positions, sold out of 15, added to 73 and reduced 80. The biggest buy was Walmart (WMT, shares +1331%) and the biggest sale an exit from Fiserv (FISV).
- Most Recent 13F
- Q2 2026
- Location
- PITTSBURGH, PA
- CIK
- 0000928568
- Portfolio Value
- $1.8B (Q4 2025)
- SEC Filing
- 0000928568-26-000001 ↗ filed Jan 23, 2026
Holdings Value
Holdings 264 stocks · $1.8B
| MSFT Microsoft Corp. | 7.18% | 260,516 | $126.0M | Add +0.0% |
| GOOG Alphabet Inc. Class C | 6.76% | 377,567 | $118.5M | Reduce -3.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.05% | 176,153 | $88.5M | Reduce -0.4% |
| MA Mastercard Inc. Class A | 4.84% | 148,708 | $84.9M | Add +0.8% |
| RSG Republic Services Inc. | 4.16% | 344,535 | $73.0M | Add +2.0% |
| VST Vistra Corp. | 4.12% | 448,174 | $72.3M | Reduce -2.6% |
| TMO Thermo Fisher Scientific Inc. | 3.77% | 113,998 | $66.1M | Add +2.3% |
| TEL Te Connectivity PLC | 3.76% | 289,522 | $65.9M | Reduce -1.7% |
| PNC PNC Financial Services Group | 3.01% | 252,914 | $52.8M | Add +1.3% |
| LOW Lowe's Cos Inc. | 2.45% | 178,142 | $43.0M | Add +2.1% |
| CVX Chevron Corp. | 2.30% | 264,553 | $40.3M | Add +0.8% |
| LIN Linde PLC | 2.26% | 92,816 | $39.6M | Add +1.6% |
| TSM Taiwan Semiconductor-SP ADR | 2.06% | 119,140 | $36.2M | Add +36.6% |
| AMZN Amazon.com Inc. | 1.90% | 144,540 | $33.4M | Add +1.5% |
| BDX Becton Dickinson and Co. | 1.86% | 168,031 | $32.6M | Reduce -4.9% |
| MCD McDonald's Corp. | 1.85% | 106,270 | $32.5M | Add +0.6% |
| PWR Quanta Services Inc. | 1.75% | 72,646 | $30.7M | Reduce -1.1% |
| ASML ASML Holding NV-NY Reg SHS | 1.70% | 27,810 | $29.8M | Reduce -0.6% |
| AMAT Applied Materials Inc. | 1.69% | 115,402 | $29.7M | Reduce -0.5% |
| WCC Wesco International Inc. | 1.57% | 112,487 | $27.5M | Reduce -1.6% |
| TXN Texas Instruments Inc. | 1.44% | 145,807 | $25.3M | Add +0.8% |
| AAPL Apple Inc. | 1.42% | 91,395 | $24.8M | Add +1.0% |
| NVDA Nvidia Corp. | 1.38% | 129,519 | $24.2M | Add +0.0% |
| JNJ Johnson & Johnson | 1.23% | 104,353 | $21.6M | Reduce -1.5% |
| COR Cencora Inc. | 1.15% | 59,693 | $20.2M | Reduce -1.2% |
| EXP Eagle Materials Inc. | 1.11% | 94,502 | $19.5M | Add +2.0% |
| META Meta Platforms Inc. Class A | 1.06% | 28,191 | $18.6M | Add +4.8% |
| FERG Ferguson Enterprises Inc. | 1.04% | 81,936 | $18.2M | Add +1.7% |
| NFLX Netflix Inc. | 1.00% | 187,629 | $17.6M | Add +3.0% |
| VMC Vulcan Materials Co. | 0.87% | 53,211 | $15.2M | Add +1.2% |
| PEP Pepsico Inc. | 0.85% | 104,140 | $14.9M | Reduce -4.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.80% | 47,200 | $14.0M | Reduce -1.1% |
| WMT Walmart Inc. | 0.75% | 117,946 | $13.1M | Add +1330.5% |
| ADP Automatic Data Processing | 0.74% | 50,544 | $13.0M | Reduce -1.9% |
| PG The Procter & Gamble Co. | 0.73% | 89,908 | $12.9M | Reduce -2.2% |
| XOM Exxon Mobil Corp. | 0.71% | 102,848 | $12.4M | Reduce -0.8% |
| EMR Emerson Electric Co. | 0.60% | 79,151 | $10.5M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 0.60% | 32,475 | $10.5M | Add +5.4% |
| GOOGL Alphabet Inc. Class A | 0.54% | 30,099 | $9.4M | Add +4.7% |
| KO The Coca-Cola Co. | 0.54% | 134,599 | $9.4M | Reduce -0.8% |
| CAT Caterpillar Inc. | 0.52% | 15,809 | $9.1M | Reduce -0.7% |
| HD Home Depot Inc. | 0.42% | 21,510 | $7.4M | Add +0.0% |
| CLS Celestica Inc. | 0.42% | 24,890 | $7.4M | Reduce -10.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.40% | 21,064 | $7.1M | Reduce -1.2% |
| MRK Merck & Co. Inc. | 0.40% | 66,835 | $7.0M | Add +8.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.39% | 9,991 | $6.8M | Reduce -4.7% |
| IVV iShares Core S&P 500 ETF | 0.37% | 9,438 | $6.5M | Reduce -7.2% |
| ABBV Abbvie Inc. | 0.37% | 28,225 | $6.4M | Add +0.0% |
| UL Unilever PLC-Sponsored ADR | 0.34% | 90,343 | $5.9M | Reduce -2.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.33% | 73,311 | $5.8M | No change |
| PKG Packaging Corp. of America | 0.32% | 27,515 | $5.7M | Reduce -5.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.30% | 7 | $5.3M | No change |
| PPG PPG Industries Inc. | 0.30% | 50,683 | $5.2M | Reduce -1.9% |
| GE General Electric filed as GE AEROSPACE | 0.28% | 15,983 | $4.9M | Add +0.2% |
| AVGO Broadcom Inc. | 0.28% | 14,182 | $4.9M | Add +57.5% |
| PM Philip Morris International | 0.26% | 28,586 | $4.6M | Add +0.3% |
| IWB iShares Russell 1000 ETF | 0.26% | 12,095 | $4.5M | No change |
| PH Parker Hannifin Corp. | 0.25% | 5,015 | $4.4M | Add +12.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.22% | 7,905 | $3.9M | No change |
| LHX L3HARRIS Technologies Inc. | 0.21% | 12,712 | $3.7M | Add +0.3% |
| VYM Vanguard High DVD Yield ETF | 0.21% | 25,465 | $3.7M | Reduce -4.3% |
| CL Colgate-Palmolive Co. | 0.21% | 46,097 | $3.6M | Reduce -4.2% |
| RTX RTX Corp. | 0.20% | 18,832 | $3.5M | Add +27.9% |
| ABT Abbott Laboratories | 0.20% | 27,451 | $3.4M | Add +22.3% |
| ROK Rockwell Automation Inc. | 0.19% | 8,623 | $3.4M | No change |
| WM Waste Management Inc. | 0.19% | 15,000 | $3.3M | No change |
| CMCSA Comcast Corp. Class A | 0.19% | 109,642 | $3.3M | Reduce -7.5% |
| PFE Pfizer Inc. | 0.18% | 128,011 | $3.2M | Reduce -1.4% |
| UPS United Parcel Service Class B | 0.18% | 32,061 | $3.2M | Reduce -3.6% |
| SCHD Schwab US DVD Equity ETF | 0.18% | 113,639 | $3.1M | Add +0.1% |
| UNP Union Pacific Corp. | 0.17% | 12,824 | $3.0M | Reduce -10.4% |
| DE Deere & Co. | 0.16% | 6,083 | $2.8M | Add +16.8% |
| AIT Applied Industrial Tech Inc. | 0.15% | 10,400 | $2.7M | Reduce -8.8% |
| LLY Eli Lilly & Co. | 0.15% | 2,467 | $2.7M | Reduce -1.2% |
| LRCX Lam Research Corp. | 0.14% | 14,762 | $2.5M | Add +604.6% |
| BMY Bristol-Myers Squibb Co. | 0.14% | 46,062 | $2.5M | Reduce -0.4% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.14% | 21,129 | $2.5M | No change |
| GEV GE Vernova Inc. | 0.14% | 3,746 | $2.4M | No change |
| RSP Invesco S&P 500 Equal Weight | 0.13% | 11,792 | $2.3M | Add +2.0% |
| LMT Lockheed Martin Corp. | 0.13% | 4,663 | $2.3M | No change |
| GBIL Goldman Sachs Access Treasur | 0.13% | 22,278 | $2.2M | Reduce -23.1% |
| TSLA Tesla Inc. | 0.13% | 4,907 | $2.2M | No change |
| BA The Boeing Co. | 0.12% | 9,925 | $2.2M | Add +25.2% |
| HON Honeywell International Inc. | 0.12% | 11,012 | $2.1M | Reduce -0.5% |
| COST Costco Wholesale Corp. | 0.12% | 2,352 | $2.0M | Reduce -0.3% |
| CB Chubb Ltd. | 0.12% | 6,495 | $2.0M | Reduce -11.0% |
| TT Trane Technologies PLC | 0.12% | 5,183 | $2.0M | No change |
| SPGI S&P Global Inc. | 0.11% | 3,776 | $2.0M | Reduce -0.2% |
| RPM RPM International Inc. | 0.11% | 18,593 | $1.9M | No change |
| MU Micron Technology Inc. | 0.11% | 6,666 | $1.9M | Reduce -0.4% |
| V Visa Inc. Class A | 0.11% | 5,409 | $1.9M | Add +0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 2,997 | $1.8M | Reduce -17.6% |
| WTS Watts Water Technologies-A | 0.10% | 6,650 | $1.8M | Reduce -0.6% |
| IEX Idex Corp. | 0.10% | 9,509 | $1.7M | No change |
| VZ Verizon Communications Inc. | 0.09% | 40,646 | $1.7M | Reduce -1.6% |
| DELL Dell Technologies -C | 0.09% | 12,990 | $1.6M | No change |
| DASH DoorDash Inc. Class A | 0.09% | 7,188 | $1.6M | No change |
| CMI Cummins Inc. | 0.09% | 3,184 | $1.6M | No change |
| VOO Vanguard S&P 500 ETF | 0.09% | 2,541 | $1.6M | Reduce -10.5% |
| HI Hillenbrand Inc. | 0.09% | 49,796 | $1.6M | Reduce -6.9% |
Portfolio Sells Q3 2025 → Q4 2025
| FISV Fiserv Inc. | Sold out | 0.00% | −1.26 |
| VST Vistra Corp. | Reduce -2.6% | 4.12% | −1.06 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.71 |
| ADP Automatic Data Processing | Reduce -1.9% | 0.74% | −0.13 |
| PG The Procter & Gamble Co. | Reduce -2.2% | 0.73% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 5.05% | −0.06 |
| JEF Jefferies Financial Group Inc. | Sold out | 0.00% | −0.06 |
| BXSL Blackstone Secured Lending F | Sold out | 0.00% | −0.04 |
| BDX Becton Dickinson and Co. | Reduce -4.9% | 1.86% | −0.04 |
| PKG Packaging Corp. of America | Reduce -5.7% | 0.32% | −0.04 |
| GPK Graphic Packaging Holding Co. | Reduce -50.2% | 0.02% | −0.04 |
| GBIL Goldman Sachs Access Treasur | Reduce -23.1% | 0.13% | −0.04 |
| K Kellanova | Sold out | 0.00% | −0.03 |
| ARKK ARK Innovation ETF | Reduce -35.4% | 0.04% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -7.5% | 0.19% | −0.03 |
| CNH CNH Industrial NV | Reduce -41.5% | 0.03% | −0.03 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.03 |
| UNP Union Pacific Corp. | Reduce -10.4% | 0.17% | −0.03 |
| PEP Pepsico Inc. | Reduce -4.2% | 0.85% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -7.2% | 0.37% | −0.02 |
| KYN Kayne Anderson Energy Infra | Sold out | 0.00% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -17.6% | 0.10% | −0.02 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.02 |
| IIPR Innovative Industrial Proper | Sold out | 0.00% | −0.02 |
| AIT Applied Industrial Tech Inc. | Reduce -8.8% | 0.15% | −0.02 |
| VIS Vanguard Industrials ETF | Reduce -35.4% | 0.03% | −0.02 |
| UL Unilever PLC-Sponsored ADR | Reduce -2.3% | 0.34% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.02 |
| PPG PPG Industries Inc. | Reduce -1.9% | 0.30% | −0.02 |
| NRP Natural Resource Partners LP | Sold out | 0.00% | −0.01 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -4.2% | 0.21% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.7% | 0.39% | −0.01 |
| IPG Interpublic Group of Cos Inc. | Sold out | 0.00% | −0.01 |
| TBBK The Bancorp Inc. | Sold out | 0.00% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.01 |
| HON Honeywell International Inc. | Reduce -0.5% | 0.12% | −0.01 |
| GIS General Mills Inc. | Reduce -13.2% | 0.04% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -6.6% | 0.04% | −0.01 |
| WY Weyerhaeuser Co. | Reduce -20.6% | 0.03% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -0.3% | 0.12% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -1.6% | 0.09% | −0.01 |
| SNX TD Synnex Corp. | Reduce -7.4% | 0.05% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -10.5% | 0.09% | −0.01 |
| PFE Pfizer Inc. | Reduce -1.4% | 0.18% | −0.01 |
| T AT&T Inc. | Reduce -0.2% | 0.06% | −0.01 |
| GLD SPDR Gold Shares | Reduce -27.4% | 0.03% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -4.3% | 0.21% | −0.01 |
| IP International Paper Co. | Reduce -22.2% | 0.01% | −0.01 |
| EMR Emerson Electric Co. | Reduce -1.3% | 0.60% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| WMT Walmart Inc. | Add +1330.5% | 0.75% | +0.70 |
| TSM Taiwan Semiconductor-SP ADR | Add +36.6% | 2.06% | +0.66 |
| TMO Thermo Fisher Scientific Inc. | Add +2.3% | 3.77% | +0.66 |
| GOOGL Alphabet Inc. Class A | Add +4.7% | 0.54% | +0.14 |
| LRCX Lam Research Corp. | Add +604.6% | 0.14% | +0.13 |
| PNC PNC Financial Services Group | Add +1.3% | 3.01% | +0.13 |
| AVGO Broadcom Inc. | Add +57.5% | 0.28% | +0.11 |
| AMZN Amazon.com Inc. | Add +1.5% | 1.90% | +0.11 |
| MRK Merck & Co. Inc. | Add +8.3% | 0.40% | +0.10 |
| AAPL Apple Inc. | Add +1.0% | 1.42% | +0.09 |
| AMD Advanced Micro Devices | Add +402.1% | 0.08% | +0.07 |
| KEYS Keysight Technologies Inc. | New | 0.06% | +0.06 |
| PH Parker Hannifin Corp. | Add +12.1% | 0.25% | +0.06 |
| RTX RTX Corp. | Add +27.9% | 0.20% | +0.06 |
| APO Apollo Global Management Inc. | New | 0.05% | +0.05 |
| VGUS Vanguard Ultra SHRT Treasury | New | 0.05% | +0.05 |
| BX Blackstone Inc. | New | 0.04% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +5.4% | 0.60% | +0.04 |
| DHR Danaher Corp. | New | 0.04% | +0.04 |
| PCG P G & E Corp. | New | 0.03% | +0.03 |
| ICE Intercontinental Exchange Inc. | New | 0.03% | +0.03 |
| DE Deere & Co. | Add +16.8% | 0.16% | +0.02 |
| BA The Boeing Co. | Add +25.2% | 0.12% | +0.02 |
| ABT Abbott Laboratories | Add +22.3% | 0.20% | +0.02 |
| SBUX Starbucks Corp. | New | 0.02% | +0.02 |
| MA Mastercard Inc. Class A | Add +0.8% | 4.84% | +0.02 |
| BLDR Builders Firstsource Inc. | New | 0.02% | +0.02 |
| GH Guardant Health Inc. | Add +3.9% | 0.04% | +0.02 |
| HAL Halliburton Co. | New | 0.02% | +0.02 |
| KMT Kennametal Inc. | New | 0.01% | +0.01 |
| AJG Arthur J Gallagher & Co. | Add +52.0% | 0.06% | +0.01 |
| OMC Omnicom Group | New | 0.01% | +0.01 |
| TKR Timken Co. | New | 0.01% | +0.01 |
| AXTA Axalta Coating Systems Ltd. | New | 0.01% | +0.01 |
| GLW Corning Inc. | New | 0.01% | +0.01 |
| LEA Lear Corp. | New | 0.01% | +0.01 |
| FCX Freeport-McMoran Inc. | New | 0.01% | +0.01 |
| AMGN Amgen Inc. | Add +0.1% | 0.07% | +0.01 |
| MCD McDonald's Corp. | Add +0.6% | 1.85% | +0.01 |
| GE General Electric | Add +0.2% | 0.28% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +2.0% | 0.13% | +0.00 |
| C Citigroup Inc. | Add +0.1% | 0.02% | +0.00 |
| XLK SS Technology Select Sector | Add +7.3% | 0.03% | +0.00 |
| XLV SS Health Care Select Sector | Add +4.5% | 0.02% | +0.00 |
| XLF SS Financial Select Sector | Add +7.6% | 0.03% | +0.00 |
| V Visa Inc. Class A | Add +0.3% | 0.11% | +0.00 |
| MCO Moody's Corp. | Add +2.7% | 0.02% | +0.00 |
| WFC Wells Fargo & Co. | Add +0.0% | 0.02% | +0.00 |
| GSK GSK PLC-Spon ADR | Add +0.1% | 0.01% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +0.4% | 0.01% | +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 |