SEC 13F Intelligence

Managers / Q1 2026

GUYASUTA INVESTMENT ADVISORS INC

CIK 0000928568 · 285 KAPPA DRIVE, SUITE 220, PITTSBURGH, PA, 15238 · 412-447-4560

Reported Value
$1.7B
Q1 2026
Positions
269
Filings on Record
30
2019–present window
Filed
Apr 17, 2026
original filing

Summary

Guyasuta Investment Advisors Inc reported $1.7B in U.S.-listed holdings across 269 positions for Q1 2026.

Its largest position, GOOG, represents 6.1% of the portfolio.

Compared with Q4 2025, the fund opened 13 new positions and exited 9.

Portfolio Metrics

Turnover
+6.4%
vs prior filed quarter
Top-10 Concentration
+41.3%
share of reported value
Largest Position
+6.1%
Alphabet
New / Exited
13 / 9
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $811MQ4 ’18Q1 ’19: $898MQ2 ’19: $962MQ3 ’19: $967MQ4 ’19: $1.0BQ4 ’19Q1 ’20: $834MQ2 ’20: $975MQ3 ’20: $1.1BQ4 ’20: $1.2BQ4 ’20Q1 ’21: $1.3BQ2 ’21: $1.4BQ3 ’21: $1.4BQ4 ’21: $1.5BQ4 ’21Q1 ’22: $1.5BQ2 ’22: $1.3BQ3 ’22: $1.2BQ4 ’22: $1.3BQ4 ’22Q1 ’23: $1.3BQ2 ’23: $1.4BQ3 ’23: $1.3BQ4 ’23: $1.4BQ4 ’23Q1 ’24: $1.4BQ2 ’24: $1.4BQ3 ’24: $1.6BQ4 ’24: $1.6BQ4 ’24Q1 ’25: $1.5BQ2 ’25: $1.6BQ3 ’25: $1.7BQ4 ’25: $1.8BQ4 ’25Q1 ’26: $1.7Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 83.8%Other: 8.6%ETP: 4.6%ADR: 2.8%REIT: 0.1%Other: 0.0%
  • Common Stock · 83.8% · $1.4B
  • Other · 8.6% · $149M
  • ETP · 4.6% · $80M
  • ADR · 2.8% · $48M
  • REIT · 0.1% · $3M
  • Other · 0.0% · $785,814

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ISHARES TRNEW+71.1K71.1K+$4M$4M
WATWATERS CORPNEW+2.4K2.4K+$723,952$723,952
AMERICAN CENTY ETF TRNEW+5.2K5.2K+$518,773$518,773
AMERICAN CENTY ETF TRNEW+4.7K4.7K+$518,436$518,436
AMERICAN CENTY ETF TRNEW+6.9K6.9K+$510,804$510,804
WISDOMTREE TRNEW+4.0K4.0K+$350,570$350,570
ISHARES TRNEW+6.1K6.1K+$331,200$331,200
BPBP PLCNEW+6.3K6.3K+$294,878$294,878

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

49 positions
#IssuerClass% PortfolioValueShares
1GOOGALPHABET INCCAP STK CL C · CAP STK CL A6.61%$114M398.2K
2MSFTMICROSOFT CORPhistory →COM5.55%$96M259.3K
3BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW4.92%$85M177.6K
4RSGREPUBLIC SVCS INChistory →COM4.33%$75M341.9K
5MAMASTERCARD INCORPORATEDhistory →CL A4.29%$74M148.5K
6TE CONNECTIVITY PLCORD SHS3.50%$61M289.6K
7TMOTHERMO FISHER SCIENTIFIC INChistory →COM3.26%$56M114.8K
8VSTVISTRA CORPhistory →COM3.18%$55M365.1K
9CHVCHEVRON CORPORATIONhistory →COM3.14%$54M262.5K
10PNCPNC FINL SVCS GROUP INChistory →COM3.04%$53M252.9K
11LINDE PLCSHS2.61%$45M91.1K
12LOWLOWES COS INChistory →COM2.40%$41M175.2K
13TSMTAIWAN SEMICONDUCTOR MANUFAChistory →SPONSORED ADS2.32%$40M118.9K
14PWRQUANTA SVCS INChistory →COM2.27%$39M71.6K
15AMATAPPLIED MATLS INChistory →COM2.25%$39M113.7K
16ASML HLDG NVN Y REGISTRY SHS2.09%$36M27.4K
17AMZNAMAZON COM INChistory →COM1.99%$34M165.0K
18MCDMCDONALDS CORPhistory →COM1.91%$33M106.1K
19WCCWESCO INTL INChistory →COM1.76%$30M111.3K
20BDXBECTON DICKINSON & COhistory →COM1.51%$26M166.2K
21JNJJOHNSON & JOHNSONhistory →COM1.46%$25M103.4K
22AAPLAPPLE INChistory →COM1.34%$23M91.1K
23NVDANVIDIA CORPORATIONhistory →COM1.33%$23M131.9K
24TXNTEXAS INSTRS INChistory →COM1.31%$23M116.8K
25FERGFERGUSON ENTERPRISES INChistory →COMMON STOCK NEW1.11%$19M82.1K
26NFLXNETFLIX INC.history →COM1.07%$18M192.3K
27ABGCENCORA INChistory →COM1.05%$18M58.0K
28EXPEAGLE MATLS INChistory →COM1.05%$18M95.5K
29EXMOCEXXON MOBIL CORPhistory →COM1.00%$17M101.9K
30METAMETA PLATFORMS INChistory →CL A0.96%$17M29.0K
31PEPPEPSICO INChistory →COM0.92%$16M102.1K
32VMCVULCAN MATLS COhistory →COM0.86%$15M54.3K
33WMTWALMART INChistory →COM0.85%$15M118.4K
34PGPROCTER & GAMBLE COhistory →COM0.75%$13M89.3K
35PANWPALO ALTO NETWORKS INChistory →COM0.70%$12M75.6K
36IBMINTERNATIONAL BUSINESS MACHShistory →COM0.65%$11M46.1K
37CATCATERPILLAR INChistory →COM0.64%$11M15.6K
38KOCOCA COLA COhistory →COM0.59%$10M133.5K
39EMREMERSON ELEC COhistory →COM0.59%$10M77.4K
40ADPAUTOMATIC DATA PROCESSING INCOM0.57%$10M48.4K
41JPMJPMORGAN CHASE & COCOM0.55%$10M32.5K
42MRKMERCK & CO INCCOM0.46%$8M66.5K
43HDHOME DEPOT INCCOM0.41%$7M21.5K
44STATE STR SPDR S&P 500 ETF TTR UNIT0.36%$6M9.6K
45ABBVABBVIE INCCOM0.35%$6M28.2K
46CLSCELESTICA INCCOM0.35%$6M21.6K
47ISHARES TRCORE S&P500 ETF0.35%$6M9.3K
48VANGUARD INSTL INDEX FDULTRA-SHORT TREA0.34%$6M77.6K
49VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD0.34%$6M73.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.7B269Apr 17, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.8B265Jan 23, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.7B262Oct 21, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.6B258Jul 17, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.5B250Apr 22, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.6B263Jan 30, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.6B273Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.4B244Jul 22, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.4B246Apr 16, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.4B246Feb 5, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.3B234Oct 25, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.4B242Jul 17, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.3B243Apr 28, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.3B235Jan 30, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.2B222Oct 25, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.3B249Jul 21, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.5B273May 3, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.5B276Feb 8, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.4B262Nov 9, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.4B265Aug 12, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.3B242May 11, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.2B230Feb 8, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.1B206Oct 28, 202013F-HRchanges · EDGAR ↗
Q2 2020$975M200Aug 6, 202013F-HRchanges · EDGAR ↗
Q1 2020$834M181Apr 28, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.0B264Feb 10, 202013F-HRchanges · EDGAR ↗
Q3 2019$967M253Nov 8, 201913F-HRchanges · EDGAR ↗
Q2 2019$962M245Aug 6, 201913F-HRchanges · EDGAR ↗
Q1 2019$898M203May 10, 201913F-HRchanges · EDGAR ↗
Q4 2018$811M209Feb 11, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.