Filed: 2/5/2024ACC: 0000928568-24-000001
📋 What this filing means
GUYASUTA INVESTMENT ADVISORS INC filed this quarterly 13F‑HR report disclosing 245 equity positions with a total reported market value of $1.38B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
245
Positions
$1.38B
Total AUM (reported)
9.44M
Total Shares
Allocation by class
COM$960.57M69.4%
CL A$108.50M7.8%
SHS$64.57M4.7%
CAP STK CL C$57.09M4.1%
CL B NEW$53.47M3.9%
COM NEW$28.70M2.1%
N Y REGISTRY SHS$16.82M1.2%
Portfolio Concentration
Top 3$231.96M16.8%
4–10$334.09M24.1%
11–25$403.96M29.2%
Rest$413.54M29.9%
Top 3 weight
16.8%
Top 10 weight
40.9%
Voting Authority Distribution
Total shares with voting rights: 9.44M
Sole
Full voting authority
9.44M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
190.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole245
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings245
Rows:
MICROSOFT CORP
SOLEShares281.45K
TypeSH
Market value$105.84M
7.65%
Sole
281.45K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares158.65K
TypeSH
Market value$67.67M
4.89%
Sole
158.65K
Shared
0.00
None
0.00
REPUBLIC SVCS INC
SOLEShares354.49K
TypeSH
Market value$58.46M
4.23%
Sole
354.49K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares405.13K
TypeSH
Market value$57.09M
4.13%
Sole
405.13K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares105.48K
TypeSH
Market value$55.99M
4.05%
Sole
105.48K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares149.93K
TypeSH
Market value$53.47M
3.86%
Sole
149.93K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares252.12K
TypeSH
Market value$42.82M
3.09%
Sole
252.09K
Shared
0.00
None
26.00
LOWES COS INC
SOLEShares190.17K
TypeSH
Market value$42.32M
3.06%
Sole
190.17K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares262.89K
TypeSH
Market value$41.21M
2.98%
Sole
262.89K
Shared
0.00
None
0.00
L3HARRIS TECHNOLOGIES INC
SOLEShares195.51K
TypeSH
Market value$41.18M
2.98%
Sole
195.51K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares94.16K
TypeSH
Market value$38.67M
2.80%
Sole
94.16K
Shared
0.00
None
0.00
BECTON DICKINSON & CO
SOLEShares155.21K
TypeSH
Market value$37.85M
2.74%
Sole
155.21K
Shared
0.00
None
0.00
PNC FINL SVCS GROUP INC
SOLEShares242.96K
TypeSH
Market value$37.62M
2.72%
Sole
242.96K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares216.59K
TypeSH
Market value$32.31M
2.34%
Sole
216.59K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares108.37K
TypeSH
Market value$32.13M
2.32%
Sole
108.37K
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares755.23K
TypeSH
Market value$29.09M
2.10%
Sole
755.23K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares51.92K
TypeSH
Market value$27.33M
1.98%
Sole
51.92K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares139.48K
TypeSH
Market value$23.78M
1.72%
Sole
139.48K
Shared
0.00
None
0.00
BCE INC
SOLEShares603.51K
TypeSH
Market value$23.77M
1.72%
Sole
603.51K
Shared
0.00
None
0.00
TE CONNECTIVITY LTD
SOLEShares168.06K
TypeSH
Market value$23.61M
1.71%
Sole
168.06K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares147.05K
TypeSH
Market value$22.34M
1.61%
Sole
147.05K
Shared
0.00
None
0.00
FISERV INC
SOLEShares152.87K
TypeSH
Market value$20.31M
1.47%
Sole
152.87K
Shared
0.00
None
0.00
APPLE INC
SOLEShares100.14K
TypeSH
Market value$19.28M
1.39%
Sole
100.14K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares114.57K
TypeSH
Market value$18.57M
1.34%
Sole
114.57K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares44.51K
TypeSH
Market value$17.30M
1.25%
Sole
44.51K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 281.45K | SH | $105.84M 7.65% | 281.45K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 158.65K | SH | $67.67M 4.89% | 158.65K | 0.00 | 0.00 |
REPUBLIC SVCS INCSOLE | COM | 354.49K | SH | $58.46M 4.23% | 354.49K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 405.13K | SH | $57.09M 4.13% | 405.13K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 105.48K | SH | $55.99M 4.05% | 105.48K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 149.93K | SH | $53.47M 3.86% | 149.93K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 252.12K | SH | $42.82M 3.09% | 252.09K | 0.00 | 26.00 |
LOWES COS INCSOLE | COM | 190.17K | SH | $42.32M 3.06% | 190.17K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 262.89K | SH | $41.21M 2.98% | 262.89K | 0.00 | 0.00 |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 195.51K | SH | $41.18M 2.98% | 195.51K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 94.16K | SH | $38.67M 2.80% | 94.16K | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 155.21K | SH | $37.85M 2.74% | 155.21K | 0.00 | 0.00 |
PNC FINL SVCS GROUP INCSOLE | COM | 242.96K | SH | $37.62M 2.72% | 242.96K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 216.59K | SH | $32.31M 2.34% | 216.59K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 108.37K | SH | $32.13M 2.32% | 108.37K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 755.23K | SH | $29.09M 2.10% | 755.23K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 51.92K | SH | $27.33M 1.98% | 51.92K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 139.48K | SH | $23.78M 1.72% | 139.48K | 0.00 | 0.00 |
BCE INCSOLE | COM NEW | 603.51K | SH | $23.77M 1.72% | 603.51K | 0.00 | 0.00 |
TE CONNECTIVITY LTDSOLE | SHS | 168.06K | SH | $23.61M 1.71% | 168.06K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 147.05K | SH | $22.34M 1.61% | 147.05K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 152.87K | SH | $20.31M 1.47% | 152.87K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 100.14K | SH | $19.28M 1.39% | 100.14K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 114.57K | SH | $18.57M 1.34% | 114.57K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 44.51K | SH | $17.30M 1.25% | 44.51K | 0.00 | 0.00 |
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