Holders — by stockHoldings — by fund
GUYASUTA INVESTMENT ADVISORS INC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000928568
$1.94B
disclosed book value
276
positions
6.5%
largest position share
Positions, as of 2026-06-30
top 100 of 276 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 357,169 | $126.2M | 6.5% |
| 2 | MSFTMICROSOFT CORP | 260,246 | $97.1M | 5% |
| 3 | BRK/BBERKSHIRE HATHAWAY INC DEL | 179,211 | $89.7M | 4.6% |
| 4 | AMATAPPLIED MATLS INC | 109,153 | $78.9M | 4.1% |
| 5 | MAMASTERCARD INCORPORATED | 149,615 | $76.8M | 4% |
| 6 | RSGREPUBLIC SVCS INC | 346,955 | $73.9M | 3.8% |
| 7 | PNCPNC FINL SVCS GROUP INC | 250,953 | $61.8M | 3.2% |
| 8 | TELTE CONNECTIVITY PLC | 292,809 | $59.0M | 3% |
| 9 | TMOTHERMO FISHER SCIENTIFIC INC | 115,679 | $58.0M | 3% |
| 10 | VSTVISTRA CORP | 364,751 | $57.9M | 3% |
| 11 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 118,491 | $56.6M | 2.9% |
| 12 | ASMLASML HLDG NV | 26,829 | $53.4M | 2.8% |
| 13 | PWRQUANTA SVCS INC | 70,447 | $50.7M | 2.6% |
| 14 | LINLINDE PLC | 90,612 | $47.0M | 2.4% |
| 15 | CVXCHEVRON CORPORATION | 261,791 | $43.4M | 2.2% |
| 16 | AMZNAMAZON COM INC | 165,245 | $39.4M | 2% |
| 17 | LOWLOWES COS INC | 177,911 | $39.2M | 2% |
| 18 | WCCWESCO INTL INC | 108,709 | $37.6M | 1.9% |
| 19 | TXNTEXAS INSTRS INC | 115,250 | $34.4M | 1.8% |
| 20 | MCDMCDONALDS CORP | 109,576 | $29.6M | 1.5% |
| 21 | NVDANVIDIA CORPORATION | 134,166 | $26.8M | 1.4% |
| 22 | AAPLAPPLE INC | 91,383 | $26.4M | 1.4% |
| 23 | JNJJOHNSON & JOHNSON | 102,689 | $26.1M | 1.3% |
| 24 | PANWPALO ALTO NETWORKS INC | 75,888 | $25.9M | 1.3% |
| 25 | BDXBECTON DICKINSON & CO | 158,657 | $24.0M | 1.2% |
| 26 | EXPEAGLE MATLS INC | 96,301 | $21.7M | 1.1% |
| 27 | FERGFERGUSON ENTERPRISES INC | 83,045 | $19.7M | 1% |
| 28 | WMTWALMART INC | 169,826 | $19.2M | 1% |
| 29 | METAMETA PLATFORMS INC | 29,503 | $16.6M | 0.9% |
| 30 | CATCATERPILLAR INC | 15,554 | $16.6M | 0.9% |
| 31 | VMCVULCAN MATLS CO | 55,721 | $16.4M | 0.8% |
| 32 | CORCENCORA INC | 56,463 | $16.0M | 0.8% |
| 33 | NFLXNETFLIX INC. | 207,053 | $14.8M | 0.8% |
| 34 | XOMEXXON MOBIL CORP | 100,106 | $13.7M | 0.7% |
| 35 | PEPPEPSICO INC | 100,489 | $13.6M | 0.7% |
| 36 | IBMINTERNATIONAL BUSINESS MACHS | 47,200 | $13.3M | 0.7% |
| 37 | PGPROCTER & GAMBLE CO | 88,689 | $13.0M | 0.7% |
| 38 | EMREMERSON ELEC CO | 77,045 | $11.0M | 0.6% |
| 39 | JPMJPMORGAN CHASE & CO | 32,545 | $10.7M | 0.6% |
| 40 | GOOGLALPHABET INC | 29,732 | $10.6M | 0.5% |
| 41 | KOCOCA COLA CO | 130,158 | $10.6M | 0.5% |
| 42 | ADPAUTOMATIC DATA PROCESSING IN | 47,151 | $10.6M | 0.5% |
| 43 | MRKMERCK & CO INC | 65,671 | $8.4M | 0.4% |
| 44 | ULTAULTA BEAUTY INC | 17,481 | $7.9M | 0.4% |
| 45 | CLSCELESTICA INC | 21,382 | $7.8M | 0.4% |
| 46 | HDHOME DEPOT INC | 21,521 | $7.6M | 0.4% |
| 47 | MUMICRON TECHNOLOGY INC | 6,480 | $7.5M | 0.4% |
| 48 | SPYSTATE STR SPDR S&P 500 ETF T | 9,735 | $7.3M | 0.4% |
| 49 | ABBVABBVIE INC | 28,312 | $7.1M | 0.4% |
| 50 | IVVISHARES TR | 9,255 | $6.9M | 0.4% |
| 51 | VTIVANGUARD INDEX FDS | 18,122 | $6.7M | 0.3% |
| 52 | PPGPPG INDS INC | 50,342 | $6.1M | 0.3% |
| 53 | PKGPACKAGING CORP AMER | 25,433 | $6.1M | 0.3% |
| 54 | LRCXLAM RESEARCH CORP | 13,790 | $6.0M | 0.3% |
| 55 | GEGE AEROSPACE | 15,866 | $5.9M | 0.3% |
| 56 | VCSHVANGUARD SCOTTSDALE FDS | 73,511 | $5.8M | 0.3% |
| 57 | VGUSVANGUARD INSTL INDEX FD | 71,152 | $5.4M | 0.3% |
| 58 | BRK/ABERKSHIRE HATHAWAY INC DEL | 7 | $5.2M | 0.3% |
| 59 | ULUNILEVER PLC | 86,003 | $5.2M | 0.3% |
| 60 | AVGOBROADCOM INC | 13,660 | $5.2M | 0.3% |
| 61 | PMPHILIP MORRIS INTL INC | 28,174 | $5.1M | 0.3% |
| 62 | IWBISHARES TR | 12,128 | $5.0M | 0.3% |
| 63 | PHPARKER-HANNIFIN CORP | 4,649 | $4.5M | 0.2% |
| 64 | GEVGE VERNOVA INC | 3,748 | $4.4M | 0.2% |
| 65 | ROKROCKWELL AUTOMATION INC | 8,623 | $4.3M | 0.2% |
| 66 | VUGVANGUARD INDEX FDS | 48,762 | $4.2M | 0.2% |
| 67 | VYMVANGUARD WHITEHALL FDS | 25,895 | $4.1M | 0.2% |
| 68 | CLCOLGATE PALMOLIVE CO | 44,219 | $4.1M | 0.2% |
| 69 | SCHDSCHWAB STRATEGIC TR | 124,501 | $3.9M | 0.2% |
| 70 | DEDEERE & CO | 6,058 | $3.8M | 0.2% |
| 71 | AMDADVANCED MICRO DEVICES INC | 6,573 | $3.8M | 0.2% |
| 72 | LHXL3HARRIS TECHNOLOGIES INC | 12,302 | $3.6M | 0.2% |
| 73 | RTXRTX CORPORATION | 18,832 | $3.6M | 0.2% |
| 74 | UNPUNION PAC CORP | 12,819 | $3.5M | 0.2% |
| 75 | ICSHISHARES TR | 68,235 | $3.5M | 0.2% |
| 76 | AITAPPLIED INDL TECHNOLOGIES IN | 10,155 | $3.4M | 0.2% |
| 77 | WMWASTE MGMT INC DEL | 14,552 | $3.2M | 0.2% |
| 78 | GTXGARRETT MOTION INC | 87,805 | $3.2M | 0.2% |
| 79 | LLYELI LILLY & CO | 2,574 | $3.1M | 0.2% |
| 80 | UPSUNITED PARCEL SVCS INC | 26,847 | $2.9M | 0.1% |
| 81 | BNYBANK OF NY MELLON CORP | 19,935 | $2.9M | 0.1% |
| 82 | DELLDELL TECHNOLOGIES INC | 6,491 | $2.8M | 0.1% |
| 83 | PFEPFIZER INC | 113,231 | $2.7M | 0.1% |
| 84 | BMYBRISTOL-MYERS SQUIBB CO | 46,071 | $2.7M | 0.1% |
| 85 | WTSWATTS WATER TECHNOLOGIES INC | 6,650 | $2.6M | 0.1% |
| 86 | INTCINTEL CORP | 18,624 | $2.6M | 0.1% |
| 87 | VOOVANGUARD INDEX FDS | 3,716 | $2.6M | 0.1% |
| 88 | TTTRANE TECHNOLOGIES PLC | 5,183 | $2.5M | 0.1% |
| 89 | QQQINVESCO QQQ TR | 3,101 | $2.3M | 0.1% |
| 90 | COSTCOSTCO WHOLESALE CORPORATION | 2,377 | $2.2M | 0.1% |
| 91 | CMCSACOMCAST CORP NEW | 89,117 | $2.2M | 0.1% |
| 92 | RSPINVESCO EXCHANGE TRADED FD T | 10,052 | $2.1M | 0.1% |
| 93 | CMICUMMINS INC | 2,984 | $2.1M | 0.1% |
| 94 | IEXIDEX CORP | 9,209 | $2.1M | 0.1% |
| 95 | TSLATESLA INC | 4,912 | $2.1M | 0.1% |
| 96 | ABTABBOTT LABORATORIES | 22,694 | $2.1M | 0.1% |
| 97 | RPMRPM INTL INC | 18,398 | $2.0M | 0.1% |
| 98 | CBCHUBB LIMITED | 5,749 | $2.0M | 0.1% |
| 99 | LMTLOCKHEED MARTIN CORP | 3,746 | $1.9M | 0.1% |
| 100 | VVISA INC | 5,352 | $1.8M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.