GUYASUTA INVESTMENT ADVISORS INC

Q3 2025 13F-HR Holdings

Location
Pittsburgh, PA
Holdings as of
9/30/2025
Date filed
10/21/2025
Form type
13F-HR
Num holdings
261
Total value ($000)
$1,739,240
Net value change ($000)
+106,426 (6.5%)
New positions
12
Sold out positions
8
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 25,865 37.5%
NFLX 16,989 350.4%
TE CONNECTIVITY PLC 15,066 30.4%
TMO 9,484 21.3%
VCSH 5,625 2393.6%
LOW 5,269 13.7%
ASML 4,774 21.4%
TSM 4,677 23.8%
MSFT 4,521 3.5%
AAPL 3,980 20.9%
Top Reduces (Value $000, Stocks/ETFs)
CNH INDL N V -21,278 -95.8%
RSG -5,154 -6.2%
FISV -4,887 -18.2%
TXN -2,921 -9.9%
ACN -2,001 -13.9%
ADP -1,592 -9.5%
UPS -1,296 -31.8%
VOO -1,290 -42.6%
PM -1,220 -20.9%
KO -819 -8.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type