2026 Q2 Portfolio Activity
In 2026 Q2, GUYASUTA INVESTMENT ADVISORS INC maintained a portfolio of 284 distinct positions. The most significant new addition was ULTA BEAUTY INC, now representing 0.41% of the total fund value. They heavily accumulated shares in WALMART INC, increasing the position by 43.5%.
Position History
hover any row below to update
Loading…
Total Positions
284
Quarter
2026 Q2
Top Holding
GOOG (6.5%)
Top 10 Concentration
40.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 284
GUYASUTA INVESTMENT ADVISORS INC Full Holdings List — 2026 Q2
| 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 | 6.52% | 6.11% |
#1
Prev: #1
|
5.1 |
—
|
-11,077 | -3.0% |
P
S
|
357,169 | $126,198,478 |
$92.39
+286.0%
|
2007 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | ||
|
MSFT
MICROSOFT CORP
|
Technology | 5.02% | 5.55% |
#2
Prev: #2
|
4.0 |
—
|
914 | 0.4% |
P
S
|
260,246 | $97,076,954 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 4.63% | 4.92% |
#3
Prev: #3
|
3.4 |
—
|
1,621 | 0.9% |
P
S
|
179,211 | $89,675,393 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 4.08% | 2.25% |
#4
11
Prev: #15
|
2.6 |
—
|
-4,512 | -4.0% |
P
S
|
109,153 | $78,917,597 | 2002 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 3.97% | 4.29% |
#5
Prev: #5
|
2.6 |
—
|
1,066 | 0.7% |
P
S
|
149,615 | $76,842,346 | 2011 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
RSG
REPUBLIC SVCS I...
|
Industrials | 3.82% | 4.33% |
#6
2
Prev: #4
|
2.0 |
—
|
5,036 | 1.5% |
P
S
|
346,955 | $73,929,212 | 2008 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
PNC
PNC FINL SVCS G...
|
Financial Services | 3.19% | 3.04% |
#7
3
Prev: #10
|
1.8 |
—
|
-1,917 | -0.8% |
P
S
|
250,953 | $61,789,735 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
TEL
TE CONNECTIVITY...
|
Technology | 3.05% | 3.50% |
#8
2
Prev: #6
|
1.7 |
—
|
3,204 | 1.1% |
P
S
|
292,809 | $59,033,223 | 2016 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 3.00% | 3.26% |
#9
2
Prev: #7
|
1.7 |
—
|
911 | 0.8% |
P
S
|
115,679 | $57,996,978 | 2015 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
VST
VISTRA CORP
|
Utilities | 2.99% | 3.18% |
#10
2
Prev: #8
|
1.7 |
—
|
-372 | -0.1% |
P
S
|
364,751 | $57,860,443 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 2.92% | 2.32% |
#11
2
Prev: #13
|
1.7 |
—
|
-391 | -0.3% |
P
S
|
118,491 | $56,587,791 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
ASML
ASML HLDG NV
|
Technology | 2.76% | 2.09% |
#12
4
Prev: #16
|
1.6 |
—
|
-521 | -1.9% |
P
S
|
26,829 | $53,374,686 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
PWR
QUANTA SVCS INC
|
Industrials | 2.62% | 2.27% |
#13
1
Prev: #14
|
1.5 |
—
|
-1,158 | -1.6% |
P
S
|
70,447 | $50,724,675 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
LIN
LINDE PLC
|
Basic Materials | 2.43% | 2.61% |
#14
3
Prev: #11
|
1.5 |
—
|
-465 | -0.5% |
P
S
|
90,612 | $47,022,281 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 2.24% | 3.14% |
#15
6
Prev: #9
|
1.4 |
—
|
-705 | -0.3% |
P
S
|
261,791 | $43,394,473 | 2001 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.03% | 1.99% |
#16
1
Prev: #17
|
1.3 |
—
|
207 | 0.1% |
P
S
|
165,245 | $39,384,494 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 2.03% | 2.40% |
#17
5
Prev: #12
|
1.3 |
—
|
2,718 | 1.6% |
P
S
|
177,911 | $39,227,648 | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
WCC
WESCO INTL INC
|
Industrials | 1.94% | 1.76% |
#18
1
Prev: #19
|
1.3 |
—
|
-2,582 | -2.3% |
P
S
|
108,709 | $37,551,350 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 1.77% | 1.31% |
#19
5
Prev: #24
|
1.2 |
—
|
-1,564 | -1.3% |
P
S
|
115,250 | $34,352,586 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 1.53% | 1.91% |
#20
2
Prev: #18
|
1.1 |
—
|
3,469 | 3.3% |
P
S
|
109,576 | $29,619,455 | 2009 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.39% | 1.33% |
#21
2
Prev: #23
|
1.1 |
—
|
2,246 | 1.7% |
P
S
|
134,166 | $26,845,268 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AAPL
APPLE INC
|
Technology | 1.37% | 1.34% |
#22
Prev: #22
|
1.0 |
—
|
262 | 0.3% |
P
S
|
91,383 | $26,442,703 | 2007 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.35% | 1.46% |
#23
2
Prev: #21
|
1.0 |
—
|
-679 | -0.7% |
P
S
|
102,689 | $26,079,820 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 1.34% | 0.70% |
#24
11
Prev: #35
|
1.0 |
—
|
270 | 0.4% |
P
S
|
75,888 | $25,879,326 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
BDX
BECTON DICKINSO...
|
Healthcare | 1.24% | 1.51% |
#25
5
Prev: #20
|
1.0 |
—
|
-7,530 | -4.5% |
P
S
|
158,657 | $24,009,594 | 2004 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
EXP
EAGLE MATLS INC
|
Basic Materials | 1.12% | 1.05% |
#26
2
Prev: #28
|
0.9 |
—
|
783 | 0.8% |
P
S
|
96,301 | $21,667,735 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
FERG
FERGUSON ENTERP...
|
Industrials | 1.02% | 1.11% |
#27
2
Prev: #25
|
0.9 |
—
|
954 | 1.2% |
P
S
|
83,045 | $19,709,040 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.99% | 0.85% |
#28
5
Prev: #33
|
2.9 |
—
|
51,466 | 43.5% |
P
S
|
169,826 | $19,234,452 | 2001 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.86% | 0.96% |
#29
1
Prev: #30
|
0.8 |
—
|
505 | 1.7% |
P
S
|
29,503 | $16,618,800 | 2016 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.86% | 0.64% |
#30
7
Prev: #37
|
0.8 |
—
|
-75 | -0.5% |
P
S
|
15,554 | $16,563,455 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
VMC
VULCAN MATLS CO
|
Basic Materials | 0.85% | 0.86% |
#31
1
Prev: #32
|
0.8 |
—
|
1,377 | 2.5% |
P
S
|
55,721 | $16,438,261 | 2001 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
COR
CENCORA INC
|
Healthcare | 0.83% | 1.05% |
#32
5
Prev: #27
|
0.8 |
—
|
-1,575 | -2.7% |
P
S
|
56,463 | $15,977,900 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.76% | 1.07% |
#33
7
Prev: #26
|
2.3 |
—
|
14,710 | 7.6% |
P
S
|
207,053 | $14,783,585 | 2015 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.71% | 1.00% |
#34
5
Prev: #29
|
0.8 |
—
|
-1,765 | -1.7% |
P
S
|
100,106 | $13,686,488 | 2004 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.70% | 0.92% |
#35
4
Prev: #31
|
0.8 |
—
|
-1,564 | -1.5% |
P
S
|
100,489 | $13,606,211 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.69% | 0.65% |
#36
Prev: #36
|
0.8 |
—
|
1,052 | 2.3% |
P
S
|
47,200 | $13,273,112 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.67% | 0.75% |
#37
3
Prev: #34
|
0.8 |
—
|
-578 | -0.6% |
P
S
|
88,689 | $13,005,351 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
EMR
EMERSON ELEC CO
|
Industrials | 0.57% | 0.59% |
#38
1
Prev: #39
|
0.7 |
—
|
-351 | -0.5% |
P
S
|
77,045 | $11,028,992 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.55% | 0.55% |
#39
2
Prev: #41
|
0.7 |
—
|
59 | 0.2% |
P
S
|
32,545 | $10,653,112 | 2000 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.55% | 0.50% |
#40
2
Prev: #42
|
0.7 |
—
|
-231 | -0.8% |
P
S
|
29,732 | $10,625,325 | 2015 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.55% | 0.59% |
#41
3
Prev: #38
|
0.7 |
—
|
-3,364 | -2.5% |
P
S
|
130,158 | $10,577,941 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.55% | 0.57% |
#42
2
Prev: #40
|
0.7 |
—
|
-1,255 | -2.6% |
P
S
|
47,151 | $10,559,467 | 1999 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.44% | 0.46% |
#43
Prev: #43
|
0.7 |
—
|
-878 | -1.3% |
P
S
|
65,671 | $8,438,663 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
ULTA
ULTA BEAUTY INC
|
Consumer Cyclical | 0.41% | — |
#44
Prev: #—
|
3.7 |
—
|
17,481 | — |
NEW
|
17,481 | $7,883,582 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
CLS
CELESTICA INC
|
Technology | 0.40% | 0.35% |
#45
2
Prev: #47
|
0.7 |
—
|
-243 | -1.1% |
P
S
|
21,382 | $7,800,154 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.39% | 0.41% |
#46
2
Prev: #44
|
0.7 |
—
|
4 | 0.0% |
P
S
|
21,521 | $7,589,950 | 1999 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.39% | 0.13% |
#47
39
Prev: #86
|
0.7 |
—
|
39 | 0.6% |
P
S
|
6,480 | $7,479,800 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.38% | 0.36% |
#48
3
Prev: #45
|
0.7 |
—
|
105 | 1.1% |
P
S
|
9,735 | $7,269,755 | 2015 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.37% | 0.35% |
#49
3
Prev: #46
|
0.6 |
—
|
131 | 0.5% |
P
S
|
28,312 | $7,124,394 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
IVV
ISHARES TR
|
ETF | 0.36% | 0.35% |
#50
2
Prev: #48
|
0.6 |
—
|
4 | 0.0% |
P
S
|
9,255 | $6,930,913 | 2012 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 |
Showing 1-50 of 284 holdings