Filed: 1/30/2025ACC: 0000928568-25-000001
๐ What this filing means
GUYASUTA INVESTMENT ADVISORS INC filed this quarterly 13FโHR report disclosing 262 equity positions with a total reported market value of $1.59B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
262
Positions
$1.59B
Total AUM (reported)
12.12M
Total Shares
Allocation by class
COM$1.05B66.1%
CL A$108.74M6.8%
SHS$80.54M5.1%
CAP STK CL C$74.58M4.7%
CL B NEW$67.14M4.2%
ORD SHS$41.62M2.6%
COM NEW$40.22M2.5%
Portfolio Concentration
Top 3$270.16M17.0%
4โ10$388.90M24.5%
11โ25$472.01M29.7%
Rest$459.15M28.9%
Top 3 weight
17.0%
Top 10 weight
41.4%
Voting Authority Distribution
Total shares with voting rights: 12.12M
Sole
Full voting authority
12.12M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
38.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole262
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings262
Rows:
MICROSOFT CORP
SOLEShares272.21K
TypeSH
Market value$114.74M
7.22%
Sole
272.21K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares153.52K
TypeSH
Market value$80.84M
5.08%
Sole
153.52K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares391.63K
TypeSH
Market value$74.58M
4.69%
Sole
391.63K
Shared
0.00
None
0.00
REPUBLIC SVCS INC
SOLEShares341.42K
TypeSH
Market value$68.69M
4.32%
Sole
341.42K
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares487.40K
TypeSH
Market value$67.20M
4.23%
Sole
487.40K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares148.13K
TypeSH
Market value$67.14M
4.22%
Sole
148.13K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares105.66K
TypeSH
Market value$54.97M
3.46%
Sole
105.66K
Shared
0.00
None
0.00
PNC FINL SVCS GROUP INC
SOLEShares240.88K
TypeSH
Market value$46.45M
2.92%
Sole
240.88K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares175.16K
TypeSH
Market value$43.23M
2.72%
Sole
175.16K
Shared
0.00
None
0.00
TE CONNECTIVITY PLC
SOLEShares288.27K
TypeSH
Market value$41.21M
2.59%
Sole
288.27K
Shared
0.00
None
0.00
BECTON DICKINSON & CO
SOLEShares180.81K
TypeSH
Market value$41.02M
2.58%
Sole
180.81K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares268.43K
TypeSH
Market value$40.82M
2.57%
Sole
268.40K
Shared
0.00
None
0.00
CNH INDL N V
SOLEShares3.46M
TypeSH
Market value$39.15M
2.46%
Sole
3.46M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares268.90K
TypeSH
Market value$38.89M
2.45%
Sole
268.90K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares91.15K
TypeSH
Market value$38.16M
2.40%
Sole
91.15K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares242.14K
TypeSH
Market value$35.07M
2.21%
Sole
242.14K
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares182.15K
TypeSH
Market value$33.94M
2.13%
Sole
182.15K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares147K
TypeSH
Market value$32.25M
2.03%
Sole
147K
Shared
0.00
None
0.00
FISERV INC
SOLEShares151.40K
TypeSH
Market value$31.10M
1.96%
Sole
151.40K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares104.26K
TypeSH
Market value$30.22M
1.90%
Sole
104.26K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares139.13K
TypeSH
Market value$26.09M
1.64%
Sole
139.13K
Shared
0.00
None
0.00
APPLE INC
SOLEShares96.27K
TypeSH
Market value$24.11M
1.52%
Sole
96.27K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares70.08K
TypeSH
Market value$22.15M
1.39%
Sole
70.08K
Shared
0.00
None
0.00
WESCO INTL INC
SOLEShares108.58K
TypeSH
Market value$19.65M
1.24%
Sole
108.58K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares27.98K
TypeSH
Market value$19.40M
1.22%
Sole
27.98K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 272.21K | SH | $114.74M 7.22% | 272.21K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 153.52K | SH | $80.84M 5.08% | 153.52K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 391.63K | SH | $74.58M 4.69% | 391.63K | 0.00 | 0.00 |
REPUBLIC SVCS INCSOLE | COM | 341.42K | SH | $68.69M 4.32% | 341.42K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 487.40K | SH | $67.20M 4.23% | 487.40K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 148.13K | SH | $67.14M 4.22% | 148.13K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 105.66K | SH | $54.97M 3.46% | 105.66K | 0.00 | 0.00 |
PNC FINL SVCS GROUP INCSOLE | COM | 240.88K | SH | $46.45M 2.92% | 240.88K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 175.16K | SH | $43.23M 2.72% | 175.16K | 0.00 | 0.00 |
TE CONNECTIVITY PLCSOLE | ORD SHS | 288.27K | SH | $41.21M 2.59% | 288.27K | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 180.81K | SH | $41.02M 2.58% | 180.81K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 268.43K | SH | $40.82M 2.57% | 268.40K | 0.00 | 0.00 |
CNH INDL N VSOLE | SHS | 3.46M | SH | $39.15M 2.46% | 3.46M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 268.90K | SH | $38.89M 2.45% | 268.90K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 91.15K | SH | $38.16M 2.40% | 91.15K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 242.14K | SH | $35.07M 2.21% | 242.14K | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 182.15K | SH | $33.94M 2.13% | 182.15K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 147K | SH | $32.25M 2.03% | 147K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 151.40K | SH | $31.10M 1.96% | 151.40K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 104.26K | SH | $30.22M 1.90% | 104.26K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 139.13K | SH | $26.09M 1.64% | 139.13K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 96.27K | SH | $24.11M 1.52% | 96.27K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 70.08K | SH | $22.15M 1.39% | 70.08K | 0.00 | 0.00 |
WESCO INTL INCSOLE | COM | 108.58K | SH | $19.65M 1.24% | 108.58K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 27.98K | SH | $19.40M 1.22% | 27.98K | 0.00 | 0.00 |
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