Portfolio (Quarterly)
Guide ↗
GUYASUTA INVESTMENT ADVISORS INC
· CIK 0000928568| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | HWM | HOWMET AEROSPACE INC | Industrials | 6,116.0 | $1.4M | 0.08% | +49.0 | +0.8% | $230.46 | +11.3% |
| 22 | VO | VANGUARD INDEX FDS | — | 3,693.0 | $1.1M | 0.06% | +437.0 | +13.4% | $287.20 | -72.8% |
| 23 | VB | VANGUARD INDEX FDS | — | 3,440.0 | $901K | 0.05% | +240.0 | +7.5% | $261.90 | +10.4% |
| 24 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 5,265.0 | $770K | 0.04% | +160.0 | +3.1% | $146.28 | -6.4% |
| 25 | GLD | SPDR GOLD TR | Financial Services | 1,756.0 | $756K | 0.04% | +350.0 | +24.9% | $430.29 | -3.8% |
| 26 | MPC | MARATHON PETE CORP | Energy | 2,911.0 | $711K | 0.04% | +405.0 | +16.2% | $244.18 | +4.3% |
| 27 | IJR | ISHARES TR | — | 4,587.0 | $570K | 0.03% | +327.0 | +7.7% | $124.31 | +10.5% |
| 28 | XLK | SELECT SECTOR SPDR TR | — | 4,054.0 | $539K | 0.03% | +175.0 | +4.5% | $132.90 | +35.7% |
| 29 | NEE | NEXTERA ENERGY INC | Utilities | 5,793.0 | $538K | 0.03% | +275.0 | +5.0% | $92.88 | -4.7% |
| 30 | VIG | VANGUARD SPECIALIZED FUNDS | — | 2,490.0 | $536K | 0.03% | +1K | +118.4% | $215.08 | +8.4% |
| 31 | XLF | SELECT SECTOR SPDR TR | — | 10,323.0 | $510K | 0.03% | +472.0 | +4.8% | $49.37 | +5.2% |
| 32 | BLK | BLACKROCK INC | Financial Services | 512.0 | $492K | 0.03% | +6.0 | +1.2% | $961.49 | +11.6% |
| 33 | BND | VANGUARD BD INDEX FDS | — | 6,442.0 | $474K | 0.03% | +2K | +41.0% | $73.64 | -0.9% |
| 34 | IVE | ISHARES TR | — | 2,112.0 | $446K | 0.03% | +128.0 | +6.5% | $211.15 | +8.0% |
| 35 | SCHX | SCHWAB STRATEGIC TR | — | 16,646.0 | $427K | 0.03% | +1K | +6.5% | $25.64 | +14.4% |
| 36 | IPAC | ISHARES TR | — | 4,905.0 | $375K | 0.02% | +828.0 | +20.3% | $76.51 | +7.0% |
| 37 | XLE | SELECT SECTOR SPDR TR | — | 5,690.0 | $349K | 0.02% | +293.0 | +5.4% | $61.26 | -2.9% |
| 38 | IEUR | ISHARES TR | — | 4,886.0 | $343K | 0.02% | +811.0 | +19.9% | $70.27 | +7.4% |
| 39 | BSV | VANGUARD BD INDEX FDS | — | 4,371.0 | $343K | 0.02% | +2K | +67.5% | $78.41 | -0.7% |
| 40 | AXP | AMERICAN EXPRESS CO | Financial Services | 1,089.0 | $329K | 0.02% | +12.0 | +1.1% | $302.48 | +3.1% |
① 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%