AI Portfolio Summary
In 2025 Q4, GUYASUTA INVESTMENT ADVISORS INC maintained a portfolio of 279 distinct positions. They heavily accumulated shares in MICROSOFT CORP, increasing their position by 0.0%. Conversely, GUYASUTA INVESTMENT ADVISORS INC completely exited their position in FISERV INC.
Total Positions
279
Quarter
2025 Q4
Top Holding
MSFT (7.2%)
Top 10 Concentration
45.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 279
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MSFT
MICROSOFT CORP
|
Technology | 7.18% | 7.76% |
#1
Prev: #1
|
4.9 | 102 | 0.0% |
P
S
|
260,516 | $125,990,839 | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 6.76% | 5.46% |
#2
Prev: #2
|
2.7 | -12,186 | -3.1% |
P
S
|
377,567 | $118,480,607 | 2007 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 5.05% | 5.11% |
#3
1
Prev: #4
|
2.0 | -681 | -0.4% |
P
S
|
176,153 | $88,543,306 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 4.84% | 4.82% |
#4
1
Prev: #5
|
3.9 | 1,254 | 0.9% |
P
S
|
148,708 | $84,894,458 | 2011 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RSG
REPUBLIC SVCS I...
|
Industrials | 4.16% | 4.46% |
#5
1
Prev: #6
|
3.7 | 6,820 | 2.0% |
P
S
|
344,535 | $73,017,291 | 2008 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VST
VISTRA CORP
|
Utilities | 4.12% | 5.19% |
#6
3
Prev: #3
|
1.7 | -12,150 | -2.6% |
P
S
|
448,174 | $72,303,929 | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 3.77% | 3.11% |
#7
1
Prev: #8
|
3.5 | 2,559 | 2.3% |
P
S
|
113,998 | $66,056,315 | 2015 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TEL
TE CONNECTIVITY...
|
Technology | 3.76% | 3.72% |
#8
1
Prev: #7
|
1.5 | -4,886 | -1.7% |
P
S
|
289,522 | $65,869,151 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PNC
PNC FINL SVCS G...
|
Financial Services | 3.01% | 2.88% |
#9
Prev: #9
|
3.2 | 3,245 | 1.3% |
P
S
|
252,914 | $52,790,761 | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 2.45% | 2.52% |
#10
Prev: #10
|
3.0 | 3,663 | 2.1% |
P
S
|
178,142 | $42,960,781 | 2007 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CVX
CHEVRON CORP NE...
|
Energy | 2.30% | 2.34% |
#11
1
Prev: #12
|
2.9 | 2,101 | 0.8% |
P
S
|
264,553 | $40,320,476 | 2001 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LIN
LINDE PLC
|
Basic Materials | 2.26% | 2.49% |
#12
1
Prev: #11
|
2.9 | 1,470 | 1.6% |
P
S
|
92,816 | $39,575,815 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 2.06% | 1.40% |
#13
6
Prev: #19
|
2.9 | 31,939 | 36.6% |
P
S
|
119,140 | $36,205,492 | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.90% | 1.80% |
#14
1
Prev: #15
|
2.8 | 2,162 | 1.5% |
P
S
|
144,540 | $33,362,723 | 2016 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BDX
BECTON DICKINSO...
|
Healthcare | 1.86% | 1.90% |
#15
2
Prev: #13
|
0.8 | -8,702 | -4.9% |
P
S
|
168,031 | $32,609,812 | 2004 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 1.85% | 1.85% |
#16
2
Prev: #14
|
2.7 | 666 | 0.6% |
P
S
|
106,270 | $32,479,262 | 2009 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PWR
QUANTA SVCS INC
|
Industrials | 1.75% | 1.75% |
#17
1
Prev: #16
|
0.7 | -779 | -1.1% |
P
S
|
72,646 | $30,660,977 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ASML
ASML HOLDING N ...
|
Technology | 1.70% | 1.56% |
#18
1
Prev: #17
|
0.7 | -155 | -0.6% |
P
S
|
27,810 | $29,752,807 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 1.69% | 1.37% |
#19
3
Prev: #22
|
0.7 | -624 | -0.5% |
P
S
|
115,402 | $29,657,232 | 2002 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WCC
WESCO INTL INC
|
Industrials | 1.57% | 1.39% |
#20
Prev: #20
|
0.6 | -1,801 | -1.6% |
P
S
|
112,487 | $27,518,820 | 2022 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 1.44% | 1.53% |
#21
3
Prev: #18
|
2.6 | 1,170 | 0.8% |
P
S
|
145,807 | $25,296,067 | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 1.42% | 1.32% |
#22
1
Prev: #23
|
2.6 | 929 | 1.0% |
P
S
|
91,395 | $24,846,579 | 2007 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.38% | 1.39% |
#23
2
Prev: #21
|
2.6 | 5 | 0.0% |
P
S
|
129,519 | $24,155,346 | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.23% | 1.13% |
#24
4
Prev: #28
|
0.5 | -1,567 | -1.5% |
P
S
|
104,353 | $21,595,854 | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COR
CENCORA INC
|
Healthcare | 1.15% | 1.09% |
#25
4
Prev: #29
|
0.5 | -750 | -1.2% |
P
S
|
59,693 | $20,161,311 | 2005 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FI
FISERV INC
|
Unknown | 0.00% | 1.26% |
Sold All 😨
(Was: #24) |
0.3 | -170,464 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ACN
ACCENTURE PLC I...
|
Technology | 0.00% | 0.72% |
Sold All 😨
(Was: #36) |
0.3 | -50,429 | -100.0% |
CLOSED
|
— | $— | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JEF
JEFFERIES FINL ...
|
Financial Services | 0.00% | 0.06% |
Sold All 😨
(Was: #125) |
0.3 | -15,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BXSL
BLACKSTONE SECD...
|
Financial Services | 0.00% | 0.04% |
Sold All 😨
(Was: #143) |
0.3 | -30,000 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
K
KELLANOVA
|
Consumer Defensive | 0.00% | 0.03% |
Sold All 😨
(Was: #165) |
0.3 | -6,220 | -100.0% |
CLOSED
|
— | $— | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TFC
TRUIST FINL COR...
|
Financial Services | 0.00% | 0.03% |
Sold All 😨
(Was: #177) |
0.3 | -9,769 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KYN
KAYNE ANDERSON ...
|
Financial Services | 0.00% | 0.02% |
Sold All 😨
(Was: #192) |
0.3 | -30,555 | -100.0% |
CLOSED
|
— | $— | 2006 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DD
DUPONT DE NEMOU...
|
Basic Materials | 0.00% | 0.02% |
Sold All 😨
(Was: #205) |
0.3 | -4,426 | -100.0% |
CLOSED
|
— | $— | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IIPR
INNOVATIVE INDL...
|
Real Estate | 0.00% | 0.02% |
Sold All 😨
(Was: #210) |
0.3 | -6,182 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CMG
CHIPOTLE MEXICA...
|
Consumer Cyclical | 0.00% | 0.02% |
Sold All 😨
(Was: #217) |
0.3 | -7,800 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NRP
NATURAL RESOURC...
|
Energy | 0.00% | 0.01% |
Sold All 😨
(Was: #231) |
0.3 | -2,460 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TMUS
T-MOBILE US INC
|
Communication Services | 0.00% | 0.01% |
Sold All 😨
(Was: #242) |
0.3 | -1,016 | -100.0% |
CLOSED
|
— | $— | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IPG
INTERPUBLIC GRO...
|
Communication Services | 0.00% | 0.01% |
Sold All 😨
(Was: #249) |
0.3 | -8,127 | -100.0% |
CLOSED
|
— | $— | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TBBK
BANCORP INC DEL
|
Financial Services | 0.00% | 0.01% |
Sold All 😨
(Was: #254) |
0.3 | -2,800 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.00% | 0.01% |
Sold All 😨
(Was: #256) |
0.3 | -424 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 279 holdings