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CIK: 0000928568
Total reported value
$1.9B
$1.9B
276 檔
24.5%
At the close of Q2 2026, Guyasuta Investment Advisors Inc disclosed equity holdings valued at approximately $1.9B, spread across 276 reported holdings.
Guyasuta Investment Advisors Inc executed strategic sector rebalancing during Q2 2026, establishing 16 new positions while fully exiting 8 holdings and trimming 78 positions.
Showing top 200 holdings (of 276 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.52% | -0.21% | -3.01% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.02% | +1.91% | +0.35% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.63% | +0.04% | +0.91% | |
| 4 | AMAT | Applied Materials Inc | Stock-Tech | 4.08% | -1.82% | -3.97% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 3.97% | +0.32% | +0.72% | |
| 6 | RSG | Republic Services Inc | Stock-Industrials | 3.82% | -0.01% | +1.47% | |
| 7 | PNC | Pnc Financial Services Group | Stock-Financials | 3.19% | -0.27% | -0.76% | |
| 8 | TEL | TE Connectivity plc | Stock-Tech | 3.05% | +0.22% | +1.11% | |
| 9 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 3.00% | +1.01% | +0.79% | |
| 10 | VST | Vistra CORP | Stock-Utilities | 2.99% | -0.35% | -0.10% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.92% | -0.12% | -0.33% | |
| 12 | ASML | ASML Holding N.V. | Stock-Tech | 2.76% | -0.39% | -1.90% | |
| 13 | PWR | Quanta Services Inc | Stock-Industrials | 2.62% | -0.29% | -1.62% | |
| 14 | LIN | Linde plc | Stock-Materials | 2.43% | -0.17% | -0.51% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 2.24% | +0.53% | -0.27% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.03% | +0.10% | +0.13% | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.03% | -0.28% | +1.55% | |
| 18 | WCC | Wesco International Inc | Stock-Industrials | 1.94% | +0.08% | -2.32% | |
| 19 | TXN | Texas Instruments Inc | Stock-Tech | 1.77% | -0.08% | -1.34% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.53% | -0.14% | +3.27% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.39% | +0.22% | +1.70% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.37% | +0.22% | +0.29% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.35% | +0.03% | -0.66% | |
| 24 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.34% | +0.22% | +0.36% | |
| 25 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.24% | +0.21% | -4.53% | |
| 26 | EXP | Eagle Materials Inc | Stock-Materials | 1.12% | -0.24% | +0.82% | |
| 27 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 1.02% | -0.05% | +1.16% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.99% | -0.02% | +43.48% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | +0.25% | +1.74% | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.86% | -0.20% | -0.48% | |
| 31 | VMC | Vulcan Materials Co | Stock-Materials | 0.85% | -0.11% | +2.53% | |
| 32 | COR | Cencora Inc | Stock-Healthcare | 0.83% | +0.05% | -2.71% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.76% | -0.63% | +7.65% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.71% | EXIT | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.70% | -0.08% | -1.53% | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.69% | -0.18% | +2.28% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.67% | — | -0.65% | |
| 38 | EMR | Emerson Electric Co | Stock-Industrials | 0.57% | +0.05% | -0.45% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | -0.01% | +0.18% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | -0.04% | -0.77% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.55% | +0.03% | -2.52% | |
| 42 | ADP | Automatic Data Processing | Stock-Tech | 0.55% | +0.07% | -2.59% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.44% | +0.03% | -1.32% | |
| 44 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.41% | +0.09% | — | |
| 45 | CLS | Celestica Inc | Stock-Tech | 0.40% | -0.01% | -1.12% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | -0.08% | +0.02% | |
| 47 | MU | Micron Technology Inc | Stock-Tech | 0.39% | -0.04% | +0.61% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | +0.04% | +1.09% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.37% | — | +0.46% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | +0.01% | +0.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +1.8% | -3.97% | Trim |
| 2 | ASML | ASML Holding N.V. | +0.7% | -1.90% | Trim |
| 3 | PANW | Palo Alto Networks Inc | +0.6% | +0.36% | Add |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | -0.33% | Trim |
| 5 | TXN | Texas Instruments Inc | +0.5% | -1.34% | Trim |
| 6 | GOOG | Alphabet Inc-cl C | +0.4% | -3.01% | Trim |
| 7 | ULTA | Ulta Beauty Inc | +0.4% | NEW | New buy |
| 8 | PWR | Quanta Services Inc | +0.4% | -1.62% | Trim |
| 9 | MU | Micron Technology Inc | +0.3% | +0.61% | Add |
| 10 | CAT | Caterpillar Inc | +0.2% | -0.48% | Trim |
| 11 | WCC | Wesco International Inc | +0.2% | -2.32% | Trim |
| 12 | PNC | Pnc Financial Services Group | +0.2% | -0.76% | Trim |
| 13 | WMT | Walmart Inc | +0.1% | +43.48% | Add |
| 14 | LRCX | Lam Research CORP | +0.1% | — | Unchanged |
| 15 | AMD | Advanced Micro Devices | +0.1% | — | Unchanged |
| 16 | INTC | Intel CORP | +0.1% | -2.84% | Trim |
| 17 | EXP | Eagle Materials Inc | +0.1% | +0.82% | Add |
| 18 | GTX | Garrett Motion Inc | +0.1% | -1.68% | Trim |
| 19 | NVDA | Nvidia CORP | +0.1% | +1.70% | Add |
| 20 | ✓ | +0.1% | NEW | New buy | |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.77% | Trim |
| 22 | CLS | Celestica Inc | +0.1% | -1.12% | Trim |
| 23 | GE | General Electric | +0.1% | -0.11% | Trim |
| 24 | VFMV | Vanguard US Minimum Volatili | +0.1% | NEW | New buy |
| 25 | AMZN | Amazon.com Inc | 0% | +0.13% | Add |
| 26 | IBM | Intl Business Machines CORP | 0% | +2.28% | Add |
| 27 | ROK | Rockwell Automation Inc | 0% | — | Unchanged |
| 28 | GEV | GE Vernova Inc | 0% | +0.05% | Add |
| 29 | DELL | Dell Technologies -c | 0% | -38.13% | Trim |
| 30 | AAPL | Apple Inc | 0% | +0.29% | Add |
| 31 | LLY | Eli Lilly & Co | 0% | +1.94% | Add |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.09% | Add |
| 33 | ABBV | Abbvie Inc | 0% | +0.46% | Add |
| 34 | VTI | Vanguard Total Stock Mkt ETF | 0% | +1.56% | Add |
| 35 | AIT | Applied Industrial Tech Inc | 0% | — | Unchanged |
| 36 | WTS | Watts Water Technologies-a | 0% | — | Unchanged |
| 37 | SNX | TD Synnex CORP | 0% | — | Unchanged |
| 38 | KLAC | Kla CORP | 0% | +900.00% | Add |
| 39 | SMH | Vaneck Semiconductor ETF | 0% | — | Unchanged |
| 40 | DGRW | Wisdomtree U.s. Quality Divi | 0% | +80.31% | Add |
| 41 | IVV | Ishares Core S&p 500 ETF | 0% | +0.04% | Add |
| 42 | AVGO | Broadcom Inc | 0% | -4.46% | Trim |
| 43 | PPG | Ppg Industries Inc | 0% | -0.24% | Trim |
| 44 | VUG | Vanguard Growth ETF | 0% | +500.00% | Add |
| 45 | IWB | Ishares Russell 1000 ETF | 0% | — | Unchanged |
| 46 | CMI | Cummins Inc | 0% | -6.28% | Trim |
| 47 | QQQ | Invesco Qqq Trust Series 1 | 0% | -4.23% | Trim |
| 48 | GH | Guardant Health Inc | 0% | — | Unchanged |
| 49 | TT | Trane Technologies plc | 0% | — | Unchanged |
| 50 | CSCO | Cisco Systems Inc | 0% | +3.24% | Add |
According to official SEC Form 13F filings, Guyasuta Investment Advisors Inc reported a total U.S. public equity portfolio value of $1.9B across 276 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GOOG, MSFT, BRK-B) accounted for 24.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
ULTA
市值: $7.9M
Top Position Liquidated / Trimmed
HON
前期市值: $2.5M
During Q2 2026, Guyasuta Investment Advisors Inc's top holdings by market value included GOOG (6.5%)、MSFT (5.0%)、BRK-B (4.6%). The largest single position, GOOG, represented 6.5% of total portfolio value.
In Q2 2026, Guyasuta Investment Advisors Inc made 155 total portfolio adjustments, initiating 16 new buys, adding to 53 positions, trimming 78 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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