GUYASUTA INVESTMENT ADVISORS INC

Q2 2026 13F-HR Holdings

Location
Pittsburgh, PA
Holdings as of
6/30/2026
Date filed
7/20/2026
Form type
13F-HR
Num holdings
276
Total value ($000)
$1,935,527
Net value change ($000)
+207,169 (12.0%)
New positions
16
Sold out positions
8
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMAT 40,069 103.1%
GOOGL 20,563 19.5%
ASML 17,250 47.8%
TSM 16,412 40.9%
PANW 13,756 113.5%
TXN 11,675 51.5%
PWR 11,412 29.0%
PNC 9,170 17.4%
ULTA 7,884 NEW
WCC 7,100 23.3%
Top Reduces (Value $000, Stocks/ETFs)
CVX -10,916 -20.1%
NFLX -3,710 -20.1%
XOM -3,597 -20.8%
MCD -3,358 -10.2%
HON -2,490 -100.0%
COR -2,254 -12.4%
PEP -2,242 -14.1%
LOW -2,167 -5.2%
BDX -2,120 -8.1%
TE CONNECTIVITY PLC -1,500 -2.5%
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