Filed: 4/16/2024ACC: 0000928568-24-000002
📋 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)
9.41M
Total Shares
Allocation by class
COM$957.58M69.4%
CL A$108.18M7.8%
SHS$64.34M4.7%
CAP STK CL C$56.78M4.1%
CL B NEW$53.21M3.9%
COM NEW$28.63M2.1%
N Y REGISTRY SHS$16.73M1.2%
Portfolio Concentration
Top 3$231.22M16.8%
4–10$332.65M24.1%
11–25$402.35M29.2%
Rest$412.88M29.9%
Top 3 weight
16.8%
Top 10 weight
40.9%
Voting Authority Distribution
Total shares with voting rights: 9.41M
Sole
Full voting authority
9.41M
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
SOLEShares280.70K
TypeSH
Market value$105.55M
7.65%
Sole
280.70K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares158.25K
TypeSH
Market value$67.50M
4.89%
Sole
158.25K
Shared
0.00
None
0.00
REPUBLIC SVCS INC
SOLEShares352.78K
TypeSH
Market value$58.18M
4.22%
Sole
352.78K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares402.89K
TypeSH
Market value$56.78M
4.12%
Sole
402.89K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares104.89K
TypeSH
Market value$55.68M
4.04%
Sole
104.89K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares149.20K
TypeSH
Market value$53.21M
3.86%
Sole
149.20K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares251.19K
TypeSH
Market value$42.66M
3.09%
Sole
251.16K
Shared
0.00
None
26.00
LOWES COS INC
SOLEShares189.82K
TypeSH
Market value$42.24M
3.06%
Sole
189.82K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares262.07K
TypeSH
Market value$41.08M
2.98%
Sole
262.07K
Shared
0.00
None
0.00
L3HARRIS TECHNOLOGIES INC
SOLEShares194.64K
TypeSH
Market value$40.99M
2.97%
Sole
194.64K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares93.66K
TypeSH
Market value$38.47M
2.79%
Sole
93.66K
Shared
0.00
None
0.00
BECTON DICKINSON & CO
SOLEShares154.58K
TypeSH
Market value$37.69M
2.73%
Sole
154.58K
Shared
0.00
None
0.00
PNC FINL SVCS GROUP INC
SOLEShares241.74K
TypeSH
Market value$37.43M
2.71%
Sole
241.74K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares215.91K
TypeSH
Market value$32.20M
2.34%
Sole
215.91K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares108.01K
TypeSH
Market value$32.03M
2.32%
Sole
108.01K
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares752.08K
TypeSH
Market value$28.97M
2.10%
Sole
752.08K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares51.73K
TypeSH
Market value$27.24M
1.97%
Sole
51.73K
Shared
0.00
None
0.00
BCE INC
SOLEShares601.83K
TypeSH
Market value$23.70M
1.72%
Sole
601.83K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares138.71K
TypeSH
Market value$23.64M
1.71%
Sole
138.71K
Shared
0.00
None
0.00
TE CONNECTIVITY LTD
SOLEShares167.87K
TypeSH
Market value$23.59M
1.71%
Sole
167.87K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares146.15K
TypeSH
Market value$22.21M
1.61%
Sole
146.15K
Shared
0.00
None
0.00
FISERV INC
SOLEShares152.19K
TypeSH
Market value$20.22M
1.47%
Sole
152.19K
Shared
0.00
None
0.00
APPLE INC
SOLEShares100.14K
TypeSH
Market value$19.28M
1.40%
Sole
100.14K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares114.05K
TypeSH
Market value$18.48M
1.34%
Sole
114.05K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares44.24K
TypeSH
Market value$17.20M
1.25%
Sole
44.24K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 280.70K | SH | $105.55M 7.65% | 280.70K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 158.25K | SH | $67.50M 4.89% | 158.25K | 0.00 | 0.00 |
REPUBLIC SVCS INCSOLE | COM | 352.78K | SH | $58.18M 4.22% | 352.78K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 402.89K | SH | $56.78M 4.12% | 402.89K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 104.89K | SH | $55.68M 4.04% | 104.89K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 149.20K | SH | $53.21M 3.86% | 149.20K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 251.19K | SH | $42.66M 3.09% | 251.16K | 0.00 | 26.00 |
LOWES COS INCSOLE | COM | 189.82K | SH | $42.24M 3.06% | 189.82K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 262.07K | SH | $41.08M 2.98% | 262.07K | 0.00 | 0.00 |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 194.64K | SH | $40.99M 2.97% | 194.64K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 93.66K | SH | $38.47M 2.79% | 93.66K | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 154.58K | SH | $37.69M 2.73% | 154.58K | 0.00 | 0.00 |
PNC FINL SVCS GROUP INCSOLE | COM | 241.74K | SH | $37.43M 2.71% | 241.74K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 215.91K | SH | $32.20M 2.34% | 215.91K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 108.01K | SH | $32.03M 2.32% | 108.01K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 752.08K | SH | $28.97M 2.10% | 752.08K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 51.73K | SH | $27.24M 1.97% | 51.73K | 0.00 | 0.00 |
BCE INCSOLE | COM NEW | 601.83K | SH | $23.70M 1.72% | 601.83K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 138.71K | SH | $23.64M 1.71% | 138.71K | 0.00 | 0.00 |
TE CONNECTIVITY LTDSOLE | SHS | 167.87K | SH | $23.59M 1.71% | 167.87K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 146.15K | SH | $22.21M 1.61% | 146.15K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 152.19K | SH | $20.22M 1.47% | 152.19K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 100.14K | SH | $19.28M 1.40% | 100.14K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 114.05K | SH | $18.48M 1.34% | 114.05K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 44.24K | SH | $17.20M 1.25% | 44.24K | 0.00 | 0.00 |
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