# GUYASUTA INVESTMENT ADVISORS INC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 928568. Source: https://holderbook.com/funds/928568-guyasuta-investment-advisors-inc/

- Reported value: $1.9B
- Positions: 276
- Weight of the ten largest: 40.3%
- Filed: 2026-07-20

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $126.2M | 357,169 | 6.5% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $97.1M | 260,246 | 5.0% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $89.7M | 179,211 | 4.6% | 31 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $78.9M | 109,153 | 4.1% | 22 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $76.8M | 149,615 | 4.0% | 31 |
| REPUBLIC SVCS INC | [RSG](https://holderbook.com/stocks/RSG/) | $73.9M | 346,955 | 3.8% | 31 |
| PNC FINL SVCS GROUP INC | [PNC](https://holderbook.com/stocks/PNC/) | $61.8M | 250,953 | 3.2% | 31 |
| TE CONNECTIVITY PLC | [TEL](https://holderbook.com/stocks/TEL/) | $59.0M | 292,809 | 3.0% | 8 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $58.0M | 115,679 | 3.0% | 31 |
| VISTRA CORP | [VST](https://holderbook.com/stocks/VST/) | $57.9M | 364,751 | 3.0% | 31 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $56.6M | 118,491 | 2.9% | 24 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $53.4M | 26,829 | 2.8% | 15 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $50.7M | 70,447 | 2.6% | 11 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $47.0M | 90,612 | 2.4% | 14 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $43.4M | 261,791 | 2.2% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $39.4M | 165,245 | 2.0% | 31 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $39.2M | 177,911 | 2.0% | 31 |
| WESCO INTL INC | [WCC](https://holderbook.com/stocks/WCC/) | $37.6M | 108,709 | 1.9% | 8 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $34.4M | 115,250 | 1.8% | 31 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $29.6M | 109,576 | 1.5% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $26.8M | 134,166 | 1.4% | 24 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $26.4M | 91,383 | 1.4% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $26.1M | 102,689 | 1.3% | 31 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $25.9M | 75,888 | 1.3% | 21 |
| BECTON DICKINSON & CO | [BDX](https://holderbook.com/stocks/BDX/) | $24.0M | 158,657 | 1.2% | 31 |
| EAGLE MATLS INC | [EXP](https://holderbook.com/stocks/EXP/) | $21.7M | 96,301 | 1.1% | 30 |
| FERGUSON ENTERPRISES INC | [FERG](https://holderbook.com/stocks/FERG/) | $19.7M | 83,045 | 1.0% | 6 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $19.2M | 169,826 | 1.0% | 25 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $16.6M | 29,503 | 0.9% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $16.6M | 15,554 | 0.9% | 31 |
| VULCAN MATLS CO | [VMC](https://holderbook.com/stocks/VMC/) | $16.4M | 55,721 | 0.8% | 6 |
| CENCORA INC | [COR](https://holderbook.com/stocks/COR/) | $16.0M | 56,463 | 0.8% | 31 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $14.8M | 207,053 | 0.8% | 31 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $13.7M | 100,106 | 0.7% | 31 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $13.6M | 100,489 | 0.7% | 31 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $13.3M | 47,200 | 0.7% | 31 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $13.0M | 88,689 | 0.7% | 31 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $11.0M | 77,045 | 0.6% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $10.7M | 32,545 | 0.6% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $10.6M | 29,732 | 0.5% | 31 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $10.6M | 130,158 | 0.5% | 31 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $10.6M | 47,151 | 0.5% | 31 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $8.4M | 65,671 | 0.4% | 31 |
| ULTA BEAUTY INC | [ULTA](https://holderbook.com/stocks/ULTA/) | $7.9M | 17,481 | 0.4% | 1 |
| CELESTICA INC | [CLS](https://holderbook.com/stocks/CLS/) | $7.8M | 21,382 | 0.4% | 8 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $7.6M | 21,521 | 0.4% | 31 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $7.5M | 6,480 | 0.4% | 12 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $7.3M | 9,735 | 0.4% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $7.1M | 28,312 | 0.4% | 31 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $6.9M | 9,255 | 0.4% | 31 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $6.7M | 18,122 | 0.3% | 31 |
| PPG INDS INC | [PPG](https://holderbook.com/stocks/PPG/) | $6.1M | 50,342 | 0.3% | 31 |
| PACKAGING CORP AMER | [PKG](https://holderbook.com/stocks/PKG/) | $6.1M | 25,433 | 0.3% | 31 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $6.0M | 13,790 | 0.3% | 5 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $5.9M | 15,866 | 0.3% | 20 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $5.8M | 73,511 | 0.3% | 31 |
| VANGUARD INSTL INDEX FD | [VGUS](https://holderbook.com/stocks/VGUS/) | $5.4M | 71,152 | 0.3% | 3 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $5.2M | 7 | 0.3% | 6 |
| UNILEVER PLC | [UL](https://holderbook.com/stocks/UL/) | $5.2M | 86,003 | 0.3% | 3 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $5.2M | 13,660 | 0.3% | 19 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $5.1M | 28,174 | 0.3% | 31 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $5.0M | 12,128 | 0.3% | 31 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $4.5M | 4,649 | 0.2% | 31 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $4.4M | 3,748 | 0.2% | 8 |
| ROCKWELL AUTOMATION INC | [ROK](https://holderbook.com/stocks/ROK/) | $4.3M | 8,623 | 0.2% | 31 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $4.2M | 48,762 | 0.2% | 25 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $4.1M | 25,895 | 0.2% | 27 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $4.1M | 44,219 | 0.2% | 31 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $3.9M | 124,501 | 0.2% | 26 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $3.8M | 6,058 | 0.2% | 31 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $3.8M | 6,573 | 0.2% | 4 |
| L3HARRIS TECHNOLOGIES INC | [LHX](https://holderbook.com/stocks/LHX/) | $3.6M | 12,302 | 0.2% | 28 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $3.6M | 18,832 | 0.2% | 25 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $3.5M | 12,819 | 0.2% | 31 |
| ISHARES TR | [ICSH](https://holderbook.com/stocks/ICSH/) | $3.5M | 68,235 | 0.2% | 2 |
| APPLIED INDL TECHNOLOGIES IN | [AIT](https://holderbook.com/stocks/AIT/) | $3.4M | 10,155 | 0.2% | 31 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $3.2M | 14,552 | 0.2% | 31 |
| GARRETT MOTION INC | [GTX](https://holderbook.com/stocks/GTX/) | $3.2M | 87,805 | 0.2% | 11 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $3.1M | 2,574 | 0.2% | 26 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $2.9M | 26,847 | 0.1% | 31 |
| BANK OF NY MELLON CORP | [BNY](https://holderbook.com/stocks/BNY/) | $2.9M | 19,935 | 0.1% | 31 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $2.8M | 6,491 | 0.1% | 15 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $2.7M | 113,231 | 0.1% | 31 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $2.7M | 46,071 | 0.1% | 31 |
| WATTS WATER TECHNOLOGIES INC | [WTS](https://holderbook.com/stocks/WTS/) | $2.6M | 6,650 | 0.1% | 31 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $2.6M | 18,624 | 0.1% | 31 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $2.6M | 3,716 | 0.1% | 31 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $2.5M | 5,183 | 0.1% | 26 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $2.3M | 3,101 | 0.1% | 25 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $2.2M | 2,377 | 0.1% | 31 |
| COMCAST CORP NEW | [CMCSA](https://holderbook.com/stocks/CMCSA/) | $2.2M | 89,117 | 0.1% | 31 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $2.1M | 10,052 | 0.1% | 20 |
| CUMMINS INC | [CMI](https://holderbook.com/stocks/CMI/) | $2.1M | 2,984 | 0.1% | 31 |
| IDEX CORP | [IEX](https://holderbook.com/stocks/IEX/) | $2.1M | 9,209 | 0.1% | 31 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $2.1M | 4,912 | 0.1% | 26 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $2.1M | 22,694 | 0.1% | 31 |
| RPM INTL INC | [RPM](https://holderbook.com/stocks/RPM/) | $2.0M | 18,398 | 0.1% | 31 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $2.0M | 5,749 | 0.1% | 31 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $1.9M | 3,746 | 0.1% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $1.8M | 5,352 | 0.1% | 31 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +12.1% | +14.8% | -2.7% | 100% |
| Q1 2026 | -1.2% | -4.6% | +3.4% | 100% |
| Q4 2025 | +0.9% | +2.4% | -1.5% | 100% |
| Q3 2025 | +6.7% | +7.8% | -1.1% | 100% |
| Q2 2025 | +7.7% | +10.5% | -2.8% | 100% |
| Q1 2025 | -1.1% | -4.6% | +3.5% | 100% |
| Q4 2024 | -1.0% | +2.1% | -3.1% | 100% |
| Q3 2024 | +6.9% | +5.4% | +1.4% | 110% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.9B | 276 |
| Q1 2026 | $1.7B | 268 |
| Q4 2025 | $1.8B | 264 |
| Q3 2025 | $1.7B | 261 |
| Q2 2025 | $1.6B | 257 |
| Q1 2025 | $1.5B | 249 |
| Q4 2024 | $1.6B | 262 |
| Q3 2024 | $1.6B | 271 |
| Q2 2024 | $1.4B | 243 |
| Q1 2024 | $1.4B | 245 |
| Q4 2023 | $1.4B | 245 |
| Q3 2023 | $1.3B | 233 |