GUYASUTA INVESTMENT ADVISORS INC

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CIK 928568

13F portfolio (2026-Q1)

$1.7B

Positions

268

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

268

Top 5

25.2%

Top 10

41.3%

Effective N

40.0

HHI

0.025

This quarter

13 new · 0 exit →

By sector

Information Technology22.1%

Consumer Discretionary15.8%

Financials13.7%

Industrials12.6%

Communication Services9.0%

Materials6.9%

Health Care5.0%

Unclassified4.9%

Other9.9%

By market cap

Mega (>$200B)51.5%

Large ($10–200B)36.8%

Unknown10.2%

Mid ($2–10B)1.4%

Small ($300M–2B)0.0%

By region

North America90.2%

Other4.9%

Europe2.5%

Asia-Pacific2.3%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	9.86%	62
Commercial Services & Supplies	9.15%	9
Semiconductors & Semiconductor Equipment	8.17%	14
Software & IT Services	8.14%	4
Distributors	7.71%	8
Technology Hardware & Equipment	6.53%	11
Specialty Retail	5.94%	9
Software	5.65%	4
Oil, Gas & Consumable Fuels	4.48%	10
Chemicals	4.46%	10
Machinery	3.92%	16
Banks	3.84%	7
Utilities	3.38%	10
Pharmaceuticals & Biotechnology	3.17%	12
Construction & Engineering	2.32%	3
Hotels, Restaurants & Leisure	1.95%	3
Construction Materials	1.94%	3
Health Care Equipment & Supplies	1.67%	8
Beverages	1.50%	2
Media & Entertainment	1.26%	3
Electrical Equipment & Components	1.04%	3
Aerospace & Defense	0.99%	7
Road & Rail	0.46%	4
Paper & Forest Products	0.38%	3
Insurance	0.32%	5
Tobacco	0.29%	2
Capital Markets	0.24%	8
Automobiles & Components	0.24%	4
Diversified Telecommunication Services	0.18%	2
Equity Real Estate Investment Trusts (REITs)	0.15%	3
Metals & Mining	0.13%	4
Food Products	0.10%	3
Communications Equipment	0.10%	2
Life Sciences Tools & Services	0.09%	2
Transportation Infrastructure	0.07%	2
Industrial Conglomerates	0.06%	1
Health Care Providers & Services	0.04%	1
Professional Services	0.03%	1
Entertainment	0.02%	1
Agricultural Products	0.02%	1
Food & Staples Retailing	0.01%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	GOOG	Alphabet Inc.	Communication Services	6.11%
2	MSFT	MICROSOFT CORP	Information Technology	5.55%
3	BRK.B	BERKSHIRE HATHAWAY INC	Financials	4.92%
4	RSG	REPUBLIC SERVICES, INC.	Industrials	4.33%
5	MA	Mastercard Inc	Financials	4.29%
6	TEL	TE Connectivity plc	Consumer Discretionary	3.50%
7	TMO	THERMO FISHER SCIENTIFIC INC.	Information Technology	3.26%
8	VST	Vistra Corp.	Utilities	3.18%
9	CVX	CHEVRON CORP	Energy	3.14%
10	PNC	PNC FINANCIAL SERVICES GROUP, INC.	Financials	3.04%

207/268 names classified · sector 95.1% of weight · industry 90.1% · mkt cap 89.8%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

Information TechnologyMSFT, TMO, ADP, IBM, EMR · other

IndustrialsRSG, UPS, ETN, LHX, CNH · other

Health CareBDX, JNJ, PFE, ABBV, A · other

FinancialsMA, PNC, BRK.B, WFC, UNH · other

Consumer DiscretionaryLOW, MCD, COR, TEL, SYY · other

Communication ServicesGOOG, BCE, CMCSA, CHTR, VZ · other

MaterialsCL, LIN, PG, PKG, IP · other

EnergyXOM, CVX, SLB, COP, OXY · other

Consumer StaplesPEP, KO, PM, GIS, CVS · other

UtilitiesVST, ET, KMI, EVRG, WMB · other

Real EstateWY, PLD, REG, WPC, RHP · other

UnclassifiedUNILEVER N V, L3 TECHNOLOGIES INC, ROCKET COMPANIES CLA A CLASS A, L-3 COMMUNICATIONS HLDGS INC, BARD C R INC · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 95.1% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (190 classified)GUYASUTA INVESTMENT ADVISORS INC centroid (Large Core)

Information TechnologyConsumer DiscretionaryIndustrialsCommunication ServicesFinancialsMaterialsHealth CareEnergyUtilitiesConsumer StaplesReal Estate

Style box summary for GUYASUTA INVESTMENT ADVISORS INC: centroid Large Core. Heaviest cells: Large Growth 30.5%, Large Value 16.6%, Large Core 15.9%.

Classified: 84.8% of book weight (190/268 names) · unclassified 15.2%: BRK.B, TSM, ASML, SPY, CLS, IVV, VGUS, VCSH, VTI, UL +68 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 268 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	GOOGALPHABET INC	368,246	$106M	6.1%	TRIM −2%
2	MSFTMICROSOFT CORP	259,332	$96M	5.6%	HOLD
3	BRK.BBERKSHIRE HATHAWAY INC DEL	177,590	$85M	4.9%	HOLD
4	RSGREPUBLIC SVCS INC	341,919	$75M	4.3%	HOLD
5	MAMASTERCARD INCORPORATED	148,549	$74M	4.3%	HOLD
6	TELTE CONNECTIVITY PLC	289,605	$61M	3.5%	HOLD
7	TMOTHERMO FISHER SCIENTIFIC INC	114,768	$56M	3.3%	HOLD
8	VSTVISTRA CORP	365,123	$55M	3.2%	TRIM −19%
9	CVXCHEVRON CORP NEW	262,496	$54M	3.1%	HOLD
10	PNCPNC FINL SVCS GROUP INC	252,870	$53M	3.0%	HOLD
11	LINLINDE PLC	91,077	$45M	2.6%	HOLD
12	LOWLOWES COS INC	175,193	$41M	2.4%	HOLD
13	TSMTAIWAN SEMICONDUCTOR MFG LTD	118,882	$40M	2.3%	HOLD
14	PWRQUANTA SVCS INC	71,605	$39M	2.3%	HOLD
15	AMATAPPLIED MATLS INC	113,665	$39M	2.2%	HOLD
16	ASMLASML HOLDING N V	27,350	$36M	2.1%	HOLD
17	AMZNAMAZON COM INC	165,038	$34M	2.0%	ADD 14%
18	MCDMCDONALDS CORP	106,107	$33M	1.9%	HOLD
19	WCCWESCO INTL INC	111,291	$30M	1.8%	HOLD
20	BDXBECTON DICKINSON & CO	166,187	$26M	1.5%	HOLD
21	JNJJOHNSON & JOHNSON	103,368	$25M	1.5%	HOLD
22	AAPLAPPLE INC	91,121	$23M	1.3%	HOLD
23	NVDANVIDIA CORPORATION	131,920	$23M	1.3%	HOLD
24	TXNTEXAS INSTRS INC	116,814	$23M	1.3%	TRIM −20%
25	FERGFERGUSON ENTERPRISES INC	82,091	$19M	1.1%	HOLD
26	NFLXNETFLIX INC	192,343	$18M	1.1%	ADD 3%
27	CORCENCORA INC	58,038	$18M	1.1%	TRIM −3%
28	EXPEAGLE MATLS INC	95,518	$18M	1.0%	HOLD
29	XOMEXXON MOBIL CORP	101,871	$17M	1.0%	HOLD
30	METAMETA PLATFORMS INC	28,998	$17M	1.0%	ADD 3%
31	PEPPEPSICO INC	102,053	$16M	0.9%	TRIM −2%
32	VMCVULCAN MATLS CO	54,344	$15M	0.9%	ADD 2%
33	WMTWALMART INC	118,360	$15M	0.9%	HOLD
34	PGPROCTER AND GAMBLE CO	89,267	$13M	0.7%	HOLD
35	PANWPALO ALTO NETWORKS INC	75,618	$12M	0.7%	ADD 1862%
36	IBMINTERNATIONAL BUSINESS MACHS	46,148	$11M	0.6%	TRIM −2%
37	CATCATERPILLAR INC	15,629	$11M	0.6%	HOLD
38	KOCOCA COLA CO	133,522	$10M	0.6%	HOLD
39	EMREMERSON ELEC CO	77,396	$10M	0.6%	TRIM −2%
40	ADPAUTOMATIC DATA PROCESSING IN	48,406	$10M	0.6%	TRIM −4%
41	JPMJPMORGAN CHASE & CO	32,486	$10M	0.6%	HOLD
42	GOOGLALPHABET INC	29,963	$9M	0.5%	HOLD
43	MRKMERCK & CO INC	66,549	$8M	0.5%	HOLD
44	HDHOME DEPOT INC	21,517	$7M	0.4%	HOLD
45	SPYSTATE STR SPDR S&P 500 ETF T	9,630	$6M	0.4%	TRIM −4%
46	ABBVABBVIE INC	28,181	$6M	0.4%	HOLD
47	CLSCELESTICA INC	21,625	$6M	0.4%	TRIM −13%
48	IVVISHARES TR	9,251	$6M	0.3%	HOLD
49	VGUSVANGUARD INSTL INDEX FD	77,552	$6M	0.3%	ADD 599%
50	VCSHVANGUARD SCOTTSDALE FDS	73,311	$6M	0.3%	HOLD
51	VTIVANGUARD INDEX FDS	17,844	$6M	0.3%	TRIM −15%
52	PKGPACKAGING CORP AMER	26,208	$6M	0.3%	TRIM −5%
53	PPGPPG INDS INC	50,462	$5M	0.3%	HOLD
54	ULUNILEVER PLC	88,836	$5M	0.3%	HOLD
55	BRK.ABERKSHIRE HATHAWAY INC DEL	7	$5M	0.3%	HOLD
56	PMPHILIP MORRIS INTL INC	28,314	$5M	0.3%	HOLD
57	GEGE AEROSPACE	15,883	$5M	0.3%	HOLD
58	PHPARKER-HANNIFIN CORP	4,995	$4M	0.3%	HOLD
59	AVGOBROADCOM INC	14,298	$4M	0.3%	HOLD
60	LHXL3HARRIS TECHNOLOGIES INC	12,712	$4M	0.3%	HOLD
61	IWBISHARES TR	12,128	$4M	0.3%	HOLD
62	VYMVANGUARD WHITEHALL FDS	25,962	$4M	0.2%	HOLD
63	CLCOLGATE PALMOLIVE CO	44,469	$4M	0.2%	TRIM −4%
64	SCHDSCHWAB STRATEGIC TR	118,543	$4M	0.2%	ADD 4%
65	RTXRTX CORPORATION	18,832	$4M	0.2%	HOLD
66	ICSHISHARES TR	71,126	$4M	0.2%	NEW
67	VUGVANGUARD INDEX FDS	8,127	$4M	0.2%	ADD 3%
68	DEDEERE & CO	6,083	$3M	0.2%	HOLD
69	PFEPFIZER INC	120,517	$3M	0.2%	TRIM −6%
70	WMWASTE MGMT INC DEL	14,555	$3M	0.2%	TRIM −3%
71	GEVGE VERNOVA INC	3,746	$3M	0.2%	HOLD
72	UNPUNION PAC CORP	12,819	$3M	0.2%	HOLD
73	ROKROCKWELL AUTOMATION INC	8,623	$3M	0.2%	HOLD
74	CMCSACOMCAST CORP NEW	107,642	$3M	0.2%	HOLD
75	UPSUNITED PARCEL SERVICE INC	30,701	$3M	0.2%	TRIM −4%
76	LRCXLAM RESEARCH CORP	13,790	$3M	0.2%	TRIM −7%
77	LMTLOCKHEED MARTIN CORP	4,676	$3M	0.2%	HOLD
78	ABTABBOTT LABS	27,453	$3M	0.2%	HOLD
79	BMYBRISTOL-MYERS SQUIBB CO	46,066	$3M	0.2%	HOLD
80	AITAPPLIED INDL TECHNOLOGIES IN	10,155	$3M	0.2%	TRIM −2%
81	BNYBANK NEW YORK MELLON CORP	21,158	$3M	0.1%	HOLD
82	HONHONEYWELL INTL INC	11,018	$2M	0.1%	HOLD
83	GBILGOLDMAN SACHS ETF TR	24,849	$2M	0.1%	ADD 12%
84	COSTCOSTCO WHSL CORP NEW	2,377	$2M	0.1%	HOLD
85	LLYELI LILLY & CO	2,525	$2M	0.1%	ADD 2%
86	MUMICRON TECHNOLOGY INC	6,441	$2M	0.1%	TRIM −3%
87	VOOVANGUARD INDEX FDS	3,633	$2M	0.1%	ADD 43%
88	TTTRANE TECHNOLOGIES PLC	5,183	$2M	0.1%	HOLD
89	VZVERIZON COMMUNICATIONS INC	40,064	$2M	0.1%	HOLD
90	RSPINVESCO EXCHANGE TRADED FD T	10,171	$2M	0.1%	TRIM −14%
91	WTSWATTS WATER TECHNOLOGIES INC	6,650	$2M	0.1%	HOLD
92	CBCHUBB LIMITED	5,749	$2M	0.1%	TRIM −11%
93	QQQINVESCO QQQ TR	3,238	$2M	0.1%	ADD 8%
94	RPMRPM INTL INC	18,398	$2M	0.1%	HOLD
95	TSLATESLA INC	4,912	$2M	0.1%	HOLD
96	IEXIDEX CORP	9,509	$2M	0.1%	HOLD
97	DELLDELL TECHNOLOGIES INC	10,491	$2M	0.1%	TRIM −19%
98	CMICUMMINS INC	3,184	$2M	0.1%	HOLD
99	NVSNOVARTIS AG	10,767	$2M	0.1%	HOLD
100	VVISA INC	5,414	$2M	0.1%	HOLD
101	GTXGARRETT MOTION INC	89,305	$2M	0.1%	HOLD
102	PSXPHILLIPS 66	8,902	$2M	0.1%	HOLD
103	SPGIS&P GLOBAL INC	3,774	$2M	0.1%	HOLD
104	PLDPROLOGIS INC.	12,117	$2M	0.1%	HOLD
105	GDXVANECK ETF TRUST GOLD MINERS ETF	17,415	$2M	0.1%	HOLD
106	BABOEING CO	7,970	$2M	0.1%	TRIM −20%
107	COPCONOCOPHILLIPS	11,817	$2M	0.1%	HOLD
108	BXBLACKSTONE INC	13,500	$2M	0.1%	ADD 200%
109	TRVTRAVELERS COMPANIES INC	5,165	$2M	0.1%	HOLD
110	GDGENERAL DYNAMICS CORP	4,183	$1M	0.1%	HOLD
111	IWMISHARES TR	5,717	$1M	0.1%	HOLD
112	HWMHOWMET AEROSPACE INC	6,116	$1M	0.1%	HOLD
113	KEYSKEYSIGHT TECHNOLOGIES INC	4,797	$1M	0.1%	TRIM −14%
114	AMDADVANCED MICRO DEVICES INC	6,573	$1M	0.1%	HOLD
115	TGTTARGET CORP	11,015	$1M	0.1%	HOLD
116	AMGNAMGEN INC	3,761	$1M	0.1%	HOLD
117	CIENCIENA CORP	3,315	$1M	0.1%	HOLD
118	TAT&T INC	39,069	$1M	0.1%	HOLD
119	NSCNORFOLK SOUTHN CORP	3,797	$1M	0.1%	HOLD
120	DASHDOORDASH INC	7,188	$1M	0.1%	HOLD
121	MMM3M CO	7,379	$1M	0.1%	TRIM −3%
122	LNCLINCOLN NATL CORP IND	30,000	$1M	0.1%	HOLD
123	VOVANGUARD INDEX FDS	3,693	$1M	0.1%	ADD 13%
124	ETNEATON CORP PLC	2,963	$1M	0.1%	TRIM −16%
125	APDAIR PRODS & CHEMS INC	3,617	$1M	0.1%	HOLD
126	ITWILLINOIS TOOL WKS INC	3,906	$1M	0.1%	HOLD
127	SYYSYSCO CORP	14,000	$998,620	0.1%	HOLD
128	SNXSYNNEX CORP	5,915	$997,920	0.1%	HOLD
129	AJGGALLAGHER ARTHUR J & CO	4,256	$921,765	0.1%	HOLD
130	VBVANGUARD INDEX FDS	3,440	$900,924	0.1%	ADD 7%
131	MTDMETTLER TOLEDO INTERNATIONAL	693	$874,012	0.1%	HOLD
132	FULFULLER H B CO	13,815	$852,110	0.0%	TRIM −4%
133	INTCINTEL CORP	19,168	$845,894	0.0%	HOLD
134	SDYSPDR SER TR	5,764	$841,199	0.0%	HOLD
135	NOCNORTHROP GRUMMAN CORP	1,161	$792,081	0.0%	HOLD
136	KMBKIMBERLY-CLARK CORP	8,103	$781,697	0.0%	TRIM −48%
137	TJXTJX COS INC NEW	4,882	$779,656	0.0%	HOLD
138	PLTRPALANTIR TECHNOLOGIES INC	5,265	$770,165	0.0%	ADD 3%
139	MDLZMONDELEZ INTL INC	13,248	$763,615	0.0%	HOLD
140	GLDSPDR GOLD TR	1,756	$755,590	0.0%	ADD 25%
141	DUKDUKE ENERGY CORP NEW	5,592	$732,217	0.0%	HOLD
142	EXPEEXPEDIA GROUP INC	3,158	$729,212	0.0%	HOLD
143	WATWATERS CORP	2,431	$723,952	0.0%	NEW
144	CRHCRH PLC	6,855	$720,598	0.0%	HOLD
145	APOAPOLLO GLOBAL MGMT INC	6,440	$717,545	0.0%	HOLD
146	IVWISHARES TR	6,324	$715,258	0.0%	HOLD
147	MPCMARATHON PETE CORP	2,911	$710,808	0.0%	ADD 16%
148	CSXCSX CORP	17,100	$701,955	0.0%	HOLD
149	IJHISHARES TR	10,050	$678,677	0.0%	HOLD
150	CSCOCISCO SYS INC	8,679	$673,404	0.0%	HOLD
151	BACBANK AMERICA CORP	13,763	$670,955	0.0%	HOLD
152	EFXEQUIFAX INC	3,600	$648,252	0.0%	HOLD
153	SNPSSYNOPSYS INC	1,634	$647,849	0.0%	HOLD
154	VDEVANGUARD WORLD FD	3,740	$647,170	0.0%	HOLD
155	GHGUARDANT HEALTH INC	7,000	$646,590	0.0%	HOLD
156	ATRAPTARGROUP INC	5,120	$645,223	0.0%	TRIM −6%
157	MTZMASTEC INC	1,930	$620,959	0.0%	HOLD
158	VISVANGUARD WORLD FD	1,973	$616,011	0.0%	HOLD
159	IEOISHARES TR	4,893	$611,136	0.0%	HOLD
160	SUSUNCOR ENERGY INC NEW	9,228	$610,064	0.0%	HOLD
161	ARKKARK ETF TR	8,610	$581,950	0.0%	HOLD
162	SYKSTRYKER CORPORATION	1,749	$574,704	0.0%	HOLD
163	IJRISHARES TR	4,587	$570,205	0.0%	ADD 8%
164	GISGENERAL MILLS INC	15,089	$561,613	0.0%	HOLD
165	XLKSELECT SECTOR SPDR TR	4,054	$538,766	0.0%	ADD 5%
166	NEENEXTERA ENERGY INC	5,793	$538,054	0.0%	ADD 5%
167	SMHVANECK ETF TRUST	1,400	$536,760	0.0%	HOLD
168	VIGVANGUARD SPECIALIZED FUNDS	2,490	$535,554	0.0%	ADD 118%
169	WYWEYERHAEUSER CO	21,362	$521,874	0.0%	TRIM −6%
170	CECOCECO ENVIRONMENTAL CORP	8,750	$521,325	0.0%	TRIM −13%
171	AVDVAMERICAN CENTY ETF TR	5,195	$518,773	0.0%	NEW
172	AVUVAMERICAN CENTY ETF TR	4,693	$518,436	0.0%	NEW
173	AVMVAMERICAN CENTY ETF TR	6,886	$510,804	0.0%	NEW
174	DHRDANAHER CORP DEL	2,694	$510,783	0.0%	HOLD
175	XLFSELECT SECTOR SPDR TR	10,323	$509,623	0.0%	ADD 5%
176	ICEINTERCONTINENTAL EXCHANGE IN	3,203	$503,789	0.0%	HOLD
177	ZTSZOETIS INC	4,210	$497,665	0.0%	HOLD
178	BLKBLACKROCK INC	512	$492,285	0.0%	HOLD
179	KLACKLA CORP	324	$477,061	0.0%	HOLD
180	PAYXPAYCHEX INC	5,162	$475,524	0.0%	HOLD
181	BNDVANGUARD BD INDEX FDS	6,442	$474,397	0.0%	ADD 41%
182	ISRGINTUITIVE SURGICAL INC	993	$457,764	0.0%	HOLD
183	ALLEALLEGION PLC	3,095	$449,673	0.0%	HOLD
184	ADIANALOG DEVICES INC	1,413	$449,532	0.0%	HOLD
185	MSIMOTOROLA SOLUTIONS INC	1,030	$447,072	0.0%	HOLD
186	IVEISHARES TR	2,112	$445,949	0.0%	ADD 6%
187	VLOVALERO ENERGY CORP	1,776	$438,717	0.0%	HOLD
188	BWABORGWARNER INC	8,000	$434,080	0.0%	HOLD
189	MDYSPDR S&P MIDCAP 400 ETF TR	702	$432,818	0.0%	TRIM −20%
190	SCHXSCHWAB U.S. LARGE-CAP ETF	16,646	$426,804	0.0%	ADD 6%
191	TRPTC ENERGY CORP	6,800	$425,680	0.0%	HOLD
192	CNHCNH INDL N V	38,510	$423,610	0.0%	TRIM −23%
193	ADMARCHER DANIELS MIDLAND CO	5,800	$421,602	0.0%	HOLD
194	BKNGBOOKING HOLDINGS INC	100	$421,032	0.0%	HOLD
195	JBLJabil Circuit, Inc.	1,570	$417,040	0.0%	HOLD
196	VWOVANGUARD INTL EQUITY INDEX F	7,695	$415,915	0.0%	HOLD
197	KMIKINDER MORGAN INC DEL	12,109	$406,015	0.0%	HOLD
198	ITAIShares U.S. Aerospace & Defense ETF	1,850	$404,688	0.0%	HOLD
199	WELLWELLTOWER INC	2,024	$400,191	0.0%	HOLD
200	WSTWEST PHARMACEUTICAL SVSC INC	1,559	$390,748	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

GOOGALPHABET INC

392K

389K

390K

378K

368K

$106M

MSFTMICROSOFT CORP

272K

263K

262K

260K

261K

259K

$96M

BRK.BBERKSHIRE HATHAWAY INC DEL

148K

150K

182K

177K

176K

178K

$85M

RSGREPUBLIC SVCS INC

341K

337K

335K

338K

345K

342K

$75M

MAMASTERCARD INCORPORATED

154K

148K

147K

149K

$74M

TELTE CONNECTIVITY PLC

288K

293K

294K

290K

$61M

TMOTHERMO FISHER SCIENTIFIC INC

106K

104K

110K

111K

114K

115K

$56M

VSTVISTRA CORP

487K

473K

466K

460K

448K

365K

$55M

CVXCHEVRON CORP NEW

242K

253K

259K

262K

265K

262K

$54M

PNCPNC FINL SVCS GROUP INC

241K

244K

248K

250K

253K

$53M

LINLINDE PLC

91K

93K

91K

$45M

LOWLOWES COS INC

175K

173K

174K

178K

175K

$41M

TSMTAIWAN SEMICONDUCTOR MFG LTD

87K

119K

$40M

PWRQUANTA SVCS INC

70K

73K

72K

$39M

AMATAPPLIED MATLS INC

115K

114K

116K

115K

114K

$39M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆GUYASUTA INVESTMENT ADVISORS INC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 268 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

GUYASUTA INVESTMENT ADVISORS INC