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Portfolio (Quarterly) Guide ↗

GUYASUTA INVESTMENT ADVISORS INC

· CIK 0000928568
13F Portfolio $1.7B AUM 269 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 45 Added 65 Reduced 9 Exited
Page 1 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INC DEL 177,590.0 $85.1M 4.92% +1K +0.8% $479.20
2 TMO THERMO FISHER SCIENTIFIC INC Healthcare 114,768.0 $56.4M 3.26% +770.0 +0.7% $491.53 -8.8%
3 AMZN AMAZON COM INC Consumer Cyclical 165,038.0 $34.4M 1.99% +20K +14.2% $208.27 +27.9%
4 NVDA NVIDIA CORPORATION Technology 131,920.0 $23.0M 1.33% +2K +1.9% $174.40 +23.5%
5 NFLX NETFLIX INC. Communication Services 192,343.0 $18.5M 1.07% +5K +2.5% $96.15 -7.9%
6 EXP EAGLE MATLS INC Basic Materials 95,518.0 $18.1M 1.05% +1K +1.1% $189.45 +5.3%
7 META META PLATFORMS INC Communication Services 28,998.0 $16.6M 0.96% +807.0 +2.9% $572.13 +6.7%
8 VMC VULCAN MATLS CO Basic Materials 54,344.0 $14.8M 0.86% +1K +2.1% $272.30 -4.3%
9 PANW PALO ALTO NETWORKS INC Technology 75,618.0 $12.1M 0.70% +72K +1862.1% $160.32 +62.5%
10 VGUS VANGUARD INSTL INDEX FD 77,552.0 $5.9M 0.34% +66K +599.2% $75.66 +0.0%
11 AVGO BROADCOM INC Technology 14,298.0 $4.4M 0.26% +116.0 +0.8% $309.51 +33.8%
12 VYM VANGUARD WHITEHALL FDS 25,962.0 $3.8M 0.22% +497.0 +1.9% $148.10 +7.2%
13 SCHD SCHWAB STRATEGIC TR 118,543.0 $3.6M 0.21% +5K +4.3% $30.68 +7.0%
14 VUG VANGUARD INDEX FDS 8,127.0 $3.5M 0.20% +222.0 +2.8% $436.79 -80.0%
15 GBIL GOLDMAN SACHS ETF TR 24,849.0 $2.5M 0.14% +3K +11.5% $100.19 -0.1%
16 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,377.0 $2.4M 0.14% +25.0 +1.1% $996.54 +3.2%
17 LLY ELI LILLY & CO Healthcare 2,525.0 $2.3M 0.13% +58.0 +2.4% $919.77 +15.8%
18 VOO VANGUARD INDEX FDS 3,633.0 $2.2M 0.13% +1K +43.0% $597.63 +14.7%
19 QQQ INVESCO QQQ TR Financial Services 3,238.0 $1.9M 0.11% +241.0 +8.0% $577.20 +24.3%
20 BX BLACKSTONE INC Financial Services 13,500.0 $1.6M 0.09% +9K +200.0% $114.99 +3.1%
Page 1 of 3  ·  45 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.4%
Industrials 16.7%
Financial Services 10.6%
Communication Services 10.2%
Healthcare 9.3%
Consumer Cyclical 8.4%
Basic Materials 5.7%
Energy 5.1%
Consumer Defensive 4.5%
Utilities 3.9%