2026 Q1 Portfolio Activity
In 2026 Q1, GUYASUTA INVESTMENT ADVISORS INC maintained a portfolio of 277 distinct positions. The most significant new addition was ISHARES TR, now representing 0.21% of the total fund value. They heavily accumulated shares in PALO ALTO NETWORKS INC, increasing the position by 1862.1%.
Position History
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Total Positions
277
Quarter
2026 Q1
Top Holding
GOOG (6.1%)
Top 10 Concentration
41.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 277
GUYASUTA INVESTMENT ADVISORS INC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GOOG
ALPHABET INC
|
Communication Services | 6.11% | 6.76% |
#1
1
Prev: #2
|
4.9 |
—
|
-9,321 | -2.5% |
P
S
|
368,246 | $105,635,149 |
$92.44
+307.2%
|
2007 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | ||
|
MSFT
MICROSOFT CORP
|
Technology | 5.55% | 7.18% |
#2
1
Prev: #1
|
4.2 |
—
|
-1,184 | -0.5% |
P
S
|
259,332 | $95,996,764 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 4.92% | 5.05% |
#3
Prev: #3
|
3.5 |
—
|
1,437 | 0.8% |
P
S
|
177,590 | $85,101,128 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
RSG
REPUBLIC SVCS I...
|
Industrials | 4.33% | 4.16% |
#4
1
Prev: #5
|
2.7 |
—
|
-2,616 | -0.8% |
P
S
|
341,919 | $74,887,005 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 4.29% | 4.84% |
#5
1
Prev: #4
|
2.7 |
—
|
-159 | -0.1% |
P
S
|
148,549 | $74,224,073 | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
TEL
TE CONNECTIVITY...
|
Technology | 3.50% | 3.76% |
#6
2
Prev: #8
|
1.9 |
—
|
83 | 0.0% |
P
S
|
289,605 | $60,533,238 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 3.26% | 3.77% |
#7
Prev: #7
|
1.8 |
—
|
770 | 0.7% |
P
S
|
114,768 | $56,412,067 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VST
VISTRA CORP
|
Utilities | 3.18% | 4.12% |
#8
2
Prev: #6
|
1.8 |
—
|
-83,051 | -18.5% |
P
S
|
365,123 | $54,888,880 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 3.14% | 2.30% |
#9
2
Prev: #11
|
1.8 |
—
|
-2,057 | -0.8% |
P
S
|
262,496 | $54,310,443 | 2001 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
PNC
PNC FINL SVCS G...
|
Financial Services | 3.04% | 3.01% |
#10
1
Prev: #9
|
1.7 |
—
|
-44 | -0.0% |
P
S
|
252,870 | $52,619,668 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
LIN
LINDE PLC
|
Basic Materials | 2.61% | 2.26% |
#11
1
Prev: #12
|
1.5 |
—
|
-1,739 | -1.9% |
P
S
|
91,077 | $45,152,375 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 2.40% | 2.45% |
#12
2
Prev: #10
|
1.5 |
—
|
-2,949 | -1.7% |
P
S
|
175,193 | $41,394,657 | 2007 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 2.32% | 2.06% |
#13
Prev: #13
|
1.4 |
—
|
-258 | -0.2% |
P
S
|
118,882 | $40,176,216 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
PWR
QUANTA SVCS INC
|
Industrials | 2.27% | 1.75% |
#14
3
Prev: #17
|
1.4 |
—
|
-1,041 | -1.4% |
P
S
|
71,605 | $39,312,585 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 2.25% | 1.69% |
#15
4
Prev: #19
|
1.4 |
—
|
-1,737 | -1.5% |
P
S
|
113,665 | $38,849,449 | 2002 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
ASML
ASML HLDG NV
|
Technology | 2.09% | 1.70% |
#16
2
Prev: #18
|
1.3 |
—
|
-460 | -1.7% |
P
S
|
27,350 | $36,124,701 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.99% | 1.90% |
#17
3
Prev: #14
|
2.8 |
—
|
20,498 | 14.2% |
P
S
|
165,038 | $34,372,465 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 1.91% | 1.85% |
#18
2
Prev: #16
|
1.3 |
—
|
-163 | -0.2% |
P
S
|
106,107 | $32,976,956 | 2009 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
WCC
WESCO INTL INC
|
Industrials | 1.76% | 1.57% |
#19
1
Prev: #20
|
1.2 |
—
|
-1,196 | -1.1% |
P
S
|
111,291 | $30,451,444 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
BDX
BECTON DICKINSO...
|
Healthcare | 1.51% | 1.86% |
#20
5
Prev: #15
|
1.1 |
—
|
-1,844 | -1.1% |
P
S
|
166,187 | $26,129,612 | 2004 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.46% | 1.23% |
#21
3
Prev: #24
|
1.1 |
—
|
-985 | -0.9% |
P
S
|
103,368 | $25,267,274 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AAPL
APPLE INC
|
Technology | 1.34% | 1.42% |
#22
Prev: #22
|
1.0 |
—
|
-274 | -0.3% |
P
S
|
91,121 | $23,125,537 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.33% | 1.38% |
#23
Prev: #23
|
1.0 |
—
|
2,401 | 1.9% |
P
S
|
131,920 | $23,006,898 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 1.31% | 1.44% |
#24
3
Prev: #21
|
1.0 |
—
|
-28,993 | -19.9% |
P
S
|
116,814 | $22,678,282 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
FERG
FERGUSON ENTERP...
|
Industrials | 1.11% | 1.04% |
#25
3
Prev: #28
|
0.9 |
—
|
155 | 0.2% |
P
S
|
82,091 | $19,148,696 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 1.07% | 1.00% |
#26
3
Prev: #29
|
0.9 |
—
|
4,714 | 2.5% |
P
S
|
192,343 | $18,493,780 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
COR
CENCORA INC
|
Healthcare | 1.05% | 1.15% |
#27
2
Prev: #25
|
0.9 |
—
|
-1,655 | -2.8% |
P
S
|
58,038 | $18,232,058 | 2005 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
EXP
EAGLE MATLS INC
|
Basic Materials | 1.05% | 1.11% |
#28
2
Prev: #26
|
0.9 |
—
|
1,016 | 1.1% |
P
S
|
95,518 | $18,095,896 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.00% | 0.71% |
#29
7
Prev: #36
|
0.9 |
—
|
-977 | -0.9% |
P
S
|
101,871 | $17,283,469 | 2004 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.96% | 1.06% |
#30
3
Prev: #27
|
0.9 |
—
|
807 | 2.9% |
P
S
|
28,998 | $16,590,663 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.92% | 0.85% |
#31
Prev: #31
|
0.9 |
—
|
-2,087 | -2.0% |
P
S
|
102,053 | $15,847,811 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VMC
VULCAN MATLS CO
|
Basic Materials | 0.86% | 0.87% |
#32
2
Prev: #30
|
0.8 |
—
|
1,133 | 2.1% |
P
S
|
54,344 | $14,797,872 | 2001 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.85% | 0.75% |
#33
Prev: #33
|
0.8 |
—
|
414 | 0.4% |
P
S
|
118,360 | $14,709,803 | 2001 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.75% | 0.73% |
#34
1
Prev: #35
|
0.8 |
—
|
-641 | -0.7% |
P
S
|
89,267 | $12,893,729 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.70% | 0.04% |
#35
109
Prev: #144
|
3.3 |
—
|
71,764 | 1862.1% |
P
S
|
75,618 | $12,123,078 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.65% | 0.80% |
#36
4
Prev: #32
|
0.8 |
—
|
-1,052 | -2.2% |
P
S
|
46,148 | $11,185,814 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.64% | 0.52% |
#37
4
Prev: #41
|
0.8 |
—
|
-180 | -1.1% |
P
S
|
15,629 | $11,072,522 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.59% | 0.54% |
#38
2
Prev: #40
|
0.7 |
—
|
-1,077 | -0.8% |
P
S
|
133,522 | $10,154,349 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
EMR
EMERSON ELEC CO
|
Industrials | 0.59% | 0.60% |
#39
2
Prev: #37
|
0.7 |
—
|
-1,755 | -2.2% |
P
S
|
77,396 | $10,140,424 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.57% | 0.74% |
#40
6
Prev: #34
|
0.7 |
—
|
-2,138 | -4.2% |
P
S
|
48,406 | $9,835,132 | 1999 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.55% | 0.60% |
#41
3
Prev: #38
|
0.7 |
—
|
11 | 0.0% |
P
S
|
32,486 | $9,556,034 | 2000 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.50% | 0.54% |
#42
3
Prev: #39
|
0.7 |
—
|
-136 | -0.5% |
P
S
|
29,963 | $8,616,161 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.46% | 0.40% |
#43
2
Prev: #45
|
0.7 |
—
|
-286 | -0.4% |
P
S
|
66,549 | $8,005,124 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.41% | 0.42% |
#44
2
Prev: #42
|
0.7 |
—
|
7 | 0.0% |
P
S
|
21,517 | $7,076,590 | 1999 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.36% | 0.39% |
#45
1
Prev: #46
|
0.6 |
—
|
-361 | -3.6% |
P
S
|
9,630 | $6,262,691 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.35% | 0.37% |
#46
2
Prev: #48
|
0.6 |
—
|
-44 | -0.2% |
P
S
|
28,181 | $6,129,083 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CLS
CELESTICA INC
|
Technology | 0.35% | 0.42% |
#47
4
Prev: #43
|
0.6 |
—
|
-3,265 | -13.1% |
P
S
|
21,625 | $6,091,330 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IVV
ISHARES TR
|
ETF | 0.35% | 0.37% |
#48
1
Prev: #47
|
0.6 |
—
|
-187 | -2.0% |
P
S
|
9,251 | $6,042,832 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VGUS
VANGUARD INSTL ...
|
ETF | 0.34% | 0.05% |
#49
84
Prev: #133
|
3.1 |
—
|
66,460 | 599.2% |
P
S
|
77,552 | $5,867,550 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.34% | 0.33% |
#50
Prev: #50
|
1.1 |
—
|
no change | no change |
P
S
|
73,311 | $5,811,368 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 |
Showing 1-50 of 277 holdings