GUYASUTA INVESTMENT ADVISORS INC

Q1 2026 13F-HR Holdings

Location
Pittsburgh, PA
Holdings as of
3/31/2026
Date filed
4/17/2026
Form type
13F-HR
Num holdings
268
Total value ($000)
$1,728,358
Net value change ($000)
-25,230 (-1.4%)
New positions
13
Sold out positions
9
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CVX 13,990 34.7%
PANW 11,413 1607.5%
AMAT 9,192 31.0%
PWR 8,652 28.2%
ASML 6,372 21.4%
LIN 5,576 14.1%
VGUS 5,031 601.1%
XOM 4,906 39.6%
TSM 3,971 11.0%
JNJ 3,671 17.0%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -29,994 -23.8%
VST -17,415 -24.1%
GOOGL -12,846 -10.8%
MA -10,670 -12.6%
TMO -9,644 -14.6%
BDX -6,480 -19.9%
TE CONNECTIVITY PLC -5,336 -8.1%
BRK-B -3,442 -3.9%
ADP -3,166 -24.4%
IBM -2,795 -20.0%
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