GUYASUTA INVESTMENT ADVISORS INC

Q4 2025 13F-HR Holdings

Location
Pittsburgh, PA
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
264
Total value ($000)
$1,753,588
Net value change ($000)
+14,348 (0.8%)
New positions
19
Sold out positions
16
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/21/2025 Next filing: 4/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 23,557 24.8%
WMT 12,290 1445.9%
TMO 12,006 22.2%
TSM 11,851 48.7%
UL 5,908 NEW
AMAT 5,902 24.8%
WCC 3,347 13.8%
ASML 2,680 9.9%
PNC 2,625 5.2%
GOOGL 2,430 34.8%
Top Reduces (Value $000, Stocks/ETFs)
FISV -21,978 -100.0%
VST -17,883 -19.8%
ACN -12,436 -100.0%
MSFT -8,890 -6.6%
Unilever PLC -6,172 -100.0%
RSG -4,482 -5.8%
NFLX -4,245 -19.4%
LIN -3,813 -8.8%
ADP -2,126 -14.1%
EXP -2,064 -9.6%
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