2026 Q3 Portfolio Activity
In 2026 Q3, GUYASUTA INVESTMENT ADVISORS INC maintained a portfolio of 286 distinct positions. The most significant new addition was SPACE EXPLORATION TECHN CORP, now representing 0.03% of the total fund value. They heavily accumulated shares in ELI LILLY & CO, increasing the position by 359.1%. The fund also reduced its exposure to APPLIED MATLS INC by 22.6%.
Position History
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Total Positions
286
Quarter
2026 Q3
Top Holding
MSFT (6.9%)
Top 10 Concentration
41.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 286
GUYASUTA INVESTMENT ADVISORS INC Full Holdings List — 2026 Q3
| 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 | 6.93% | 5.02% |
#1
1
Prev: #2
|
5.3 |
—
|
-2,186 | -0.8% |
P
S
|
258,060 | $132,358,891 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 6.31% | 6.52% |
#2
1
Prev: #1
|
4.5 |
—
|
-3,458 | -1.0% |
P
S
|
353,711 | $120,523,547 | 2007 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 4.67% | 4.63% |
#3
Prev: #3
|
3.4 |
—
|
-56 | -0.0% |
P
S
|
179,155 | $89,210,233 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 4.29% | 3.97% |
#4
1
Prev: #5
|
2.7 |
—
|
-985 | -0.7% |
P
S
|
148,630 | $81,965,074 | 2011 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 4.01% | 3.00% |
#5
4
Prev: #9
|
2.6 |
—
|
-2,208 | -1.9% |
P
S
|
113,471 | $76,598,801 | 2015 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
RSG
REPUBLIC SVCS I...
|
Industrials | 3.81% | 3.82% |
#6
Prev: #6
|
2.0 |
—
|
-284 | -0.1% |
P
S
|
346,671 | $72,755,799 | 2008 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
TEL
TE CONNECTIVITY...
|
Technology | 3.27% | 3.05% |
#7
1
Prev: #8
|
1.8 |
—
|
2,935 | 1.0% |
P
S
|
295,744 | $62,425,644 | 2016 Q3 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
PNC
PNC FINL SVCS G...
|
Financial Services | 2.92% | 3.19% |
#8
1
Prev: #7
|
1.7 |
—
|
52 | 0.0% |
P
S
|
251,005 | $55,788,418 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 2.80% | 2.92% |
#9
2
Prev: #11
|
1.6 |
—
|
-1,211 | -1.0% |
P
S
|
117,280 | $53,502,014 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 2.77% | 2.24% |
#10
5
Prev: #15
|
1.6 |
—
|
-2,434 | -0.9% |
P
S
|
259,357 | $52,963,321 | 2001 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
VST
VISTRA CORP
|
Utilities | 2.64% | 2.99% |
#11
1
Prev: #10
|
1.6 |
—
|
-677 | -0.2% |
P
S
|
364,074 | $50,369,595 | 2017 Q2 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
ASML
ASML HLDG NV
|
Technology | 2.37% | 2.76% |
#12
Prev: #12
|
1.4 |
—
|
-1,829 | -6.8% |
P
S
|
25,000 | $45,291,750 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
PWR
QUANTA SVCS INC
|
Industrials | 2.33% | 2.62% |
#13
Prev: #13
|
1.4 |
—
|
-1,102 | -1.6% |
P
S
|
69,345 | $44,554,879 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 2.26% | 4.08% |
#14
10
Prev: #4
|
0.9 |
—
|
-24,668 | -22.6% |
P
S
|
84,485 | $43,204,101 | 2002 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
LIN
LINDE PLC
|
Basic Materials | 2.26% | 2.43% |
#15
1
Prev: #14
|
1.4 |
—
|
213 | 0.2% |
P
S
|
90,825 | $43,110,215 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.13% | 2.03% |
#16
Prev: #16
|
1.4 |
—
|
-1,710 | -1.0% |
P
S
|
163,535 | $40,744,746 | 2016 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
WCC
WESCO INTL INC
|
Industrials | 2.02% | 1.94% |
#17
1
Prev: #18
|
1.3 |
—
|
-1,491 | -1.4% |
P
S
|
107,218 | $38,554,521 | 2022 Q3 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 1.75% | 2.03% |
#18
1
Prev: #17
|
1.2 |
—
|
3,239 | 1.8% |
P
S
|
181,150 | $33,384,176 | 2007 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 1.69% | 1.77% |
#19
Prev: #19
|
1.2 |
—
|
-280 | -0.2% |
P
S
|
114,970 | $32,201,965 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.61% | 1.39% |
#20
1
Prev: #21
|
1.1 |
—
|
781 | 0.6% |
P
S
|
134,947 | $30,819,139 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
AAPL
APPLE INC
|
Technology | 1.59% | 1.37% |
#21
1
Prev: #22
|
1.1 |
—
|
-331 | -0.4% |
P
S
|
91,052 | $30,322,110 | 2007 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 1.56% | 1.34% |
#22
2
Prev: #24
|
1.1 |
—
|
-1,041 | -1.4% |
P
S
|
74,847 | $29,737,462 | 2021 Q2 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
BDX
BECTON DICKINSO...
|
Healthcare | 1.45% | 1.24% |
#23
2
Prev: #25
|
1.1 |
—
|
-4,462 | -2.8% |
P
S
|
154,195 | $27,600,942 | 2004 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 1.39% | 1.53% |
#24
4
Prev: #20
|
2.6 |
—
|
5,506 | 5.0% |
P
S
|
115,082 | $26,577,009 | 2009 Q2 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.38% | 1.35% |
#25
2
Prev: #23
|
1.1 |
—
|
-3,186 | -3.1% |
P
S
|
99,503 | $26,342,315 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.11% | 0.86% |
#26
3
Prev: #29
|
0.9 |
—
|
-289 | -1.0% |
P
S
|
29,214 | $21,185,135 | 2016 Q3 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
FERG
FERGUSON ENTERP...
|
Industrials | 0.97% | 1.02% |
#27
Prev: #27
|
0.9 |
—
|
423 | 0.5% |
P
S
|
83,468 | $18,581,684 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.97% | 0.99% |
#28
Prev: #28
|
0.9 |
—
|
8,264 | 4.9% |
P
S
|
178,090 | $18,507,142 | 2001 Q3 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
COR
CENCORA INC
|
Healthcare | 0.88% | 0.83% |
#29
3
Prev: #32
|
0.9 |
—
|
-175 | -0.3% |
P
S
|
56,288 | $16,900,472 | 2005 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
EXP
EAGLE MATLS INC
|
Basic Materials | 0.88% | 1.12% |
#30
4
Prev: #26
|
0.9 |
—
|
2,065 | 2.1% |
P
S
|
98,366 | $16,822,564 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
XOM
EXXONMOBIL HOLD...
|
Energy | 0.84% | 0.71% |
#31
3
Prev: #34
|
0.8 |
—
|
-1,854 | -1.9% |
P
S
|
98,252 | $15,990,449 | 2004 Q2 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
VMC
VULCAN MATLS CO
|
Basic Materials | 0.74% | 0.85% |
#32
1
Prev: #31
|
0.8 |
—
|
2,039 | 3.7% |
P
S
|
57,760 | $14,129,843 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.72% | 0.16% |
#33
46
Prev: #79
|
3.3 |
—
|
9,243 | 359.1% |
P
S
|
11,817 | $13,673,215 | 2000 Q2 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.67% | 0.67% |
#34
3
Prev: #37
|
0.8 |
—
|
-1,067 | -1.2% |
P
S
|
87,622 | $12,729,720 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.66% | 0.86% |
#35
5
Prev: #30
|
0.8 |
—
|
-38 | -0.2% |
P
S
|
15,516 | $12,580,218 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.62% | 0.70% |
#36
1
Prev: #35
|
0.7 |
—
|
-6,309 | -6.3% |
P
S
|
94,180 | $11,934,490 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.62% | 0.55% |
#37
5
Prev: #42
|
0.7 |
—
|
-959 | -2.0% |
P
S
|
46,192 | $11,920,306 | 1999 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
EMR
EMERSON ELEC CO
|
Industrials | 0.62% | 0.57% |
#38
Prev: #38
|
0.7 |
—
|
-791 | -1.0% |
P
S
|
76,254 | $11,826,996 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.58% | 0.55% |
#39
2
Prev: #41
|
0.7 |
—
|
-1,516 | -1.2% |
P
S
|
128,642 | $11,073,504 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.54% | 0.55% |
#40
1
Prev: #39
|
0.7 |
—
|
-1,380 | -4.2% |
P
S
|
31,165 | $10,310,195 | 2000 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.51% | 0.69% |
#41
5
Prev: #36
|
0.7 |
—
|
-2,756 | -5.8% |
P
S
|
44,444 | $9,774,569 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.51% | 0.55% |
#42
2
Prev: #40
|
0.7 |
—
|
-1,394 | -4.7% |
P
S
|
28,338 | $9,750,540 | 2015 Q3 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
ULTA
ULTA BEAUTY INC
|
Consumer Cyclical | 0.50% | 0.41% |
#43
1
Prev: #44
|
0.7 |
—
|
40 | 0.2% |
P
S
|
17,521 | $9,569,445 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.47% | 0.44% |
#44
1
Prev: #43
|
0.7 |
—
|
-4,452 | -6.8% |
P
S
|
61,219 | $8,895,714 | 1999 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.42% | 0.38% |
#45
3
Prev: #48
|
2.2 |
—
|
702 | 7.2% |
P
S
|
10,437 | $7,959,502 | 2015 Q2 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
CLS
CELESTICA INC
|
Technology | 0.39% | 0.40% |
#46
1
Prev: #45
|
0.7 |
—
|
-960 | -4.5% |
P
S
|
20,422 | $7,381,124 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.37% | 0.37% |
#47
2
Prev: #49
|
0.6 |
—
|
-1,292 | -4.6% |
P
S
|
27,020 | $7,068,234 | 2013 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
IVV
ISHARES TR
|
ETF | 0.37% | 0.36% |
#48
2
Prev: #50
|
0.6 |
—
|
-130 | -1.4% |
P
S
|
9,125 | $6,988,329 | 2012 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.35% | 0.39% |
#49
2
Prev: #47
|
0.6 |
—
|
-139 | -2.1% |
P
S
|
6,341 | $6,753,863 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.35% | 0.35% |
#50
1
Prev: #51
|
0.6 |
—
|
-128 | -0.7% |
P
S
|
17,994 | $6,734,137 | 2012 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 |
Showing 1-50 of 286 holdings