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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 13 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 YUM YUM BRANDS INC Consumer Cyclical 1,680.0 $261K 0.01% $155.48 -0.2%
242 WFC WELLS FARGO & CO Financial Services 3,262.0 $260K 0.01% $79.61 -4.0%
243 TKR TIMKEN CO Industrials 2,580.0 $259K 0.01% $100.57 +19.3%
244 GSK GSK PLC Healthcare 4,666.0 $258K 0.01% $55.19 -6.9%
245 ET ENERGY TRANSFER L P Energy 13,328.0 $257K 0.01% $19.30 +4.0%
246 BLDR BUILDERS FIRSTSOURCE INC Industrials 3,122.0 $257K 0.01% $82.33 -9.9%
247 Q QNITY ELECTRONICS INC Technology 2,210.0 $255K 0.01% NEW $115.38 +36.0%
248 SPYM SPDR SERIES TRUST 3,282.0 $251K 0.01% $76.53 +14.7%
249 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 25,250.0 $251K 0.01% -4K -12.2% $9.94 +2.3%
250 CVS CVS HEALTH CORP Healthcare 3,453.0 $248K 0.01% +33.0 +1.0% $71.82 +29.8%
251 KKR KKR & CO INC Financial Services 2,666.0 $247K 0.01% -186.0 -6.5% $92.50 +1.7%
252 FCX FREEPORT MCMORAN INC Basic Materials 3,984.0 $234K 0.01% $58.78 +5.5%
253 MCK MCKESSON CORP Healthcare 270.0 $234K 0.01% $865.36 -11.5%
254 SCHW SCHWAB CHARLES CORP Financial Services 2,472.0 $232K 0.01% $93.98 -4.1%
255 VT VANGUARD INTL EQUITY INDEX F 1,641.0 $227K 0.01% -14.0 -0.8% $138.36 +12.4%
256 FEDERATED HERMES INC 4,000.0 $227K 0.01% $56.71
257 EVRG EVERGY INC Utilities 2,739.0 $224K 0.01% -376.0 -12.1% $81.92 +2.5%
258 NVR NVR INC Consumer Cyclical 34.0 $224K 0.01% $6589.85 -8.3%
259 SHEL SHELL PLC Energy 2,400.0 $223K 0.01% NEW $93.00 -7.8%
260 MKL MARKEL GROUP INC Financial Services 115.0 $220K 0.01% $1914.08 -2.9%
Page 13 of 14  ·  268 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%