GUYASUTA INVESTMENT ADVISORS INC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CHEVRON CORPORATION(CVX) | 264,553 | 262,496 | -2,057 | 40,320,476 | 54,310,443 | 3.14% | +13,989,967 |
| PALO ALTO NETWORKS INC(PANW) | 3,854 | 75,618 | +71,764 | 709,907 | 12,123,078 | 0.70% | +11,413,171 |
| APPLIED MATLS INC | 115,402 | 113,665 | -1,737 | 29,657,232 | 38,849,449 | 2.25% | +9,192,217 |
| QUANTA SVCS INC | 72,646 | 71,605 | -1,041 | 30,660,977 | 39,312,585 | 2.27% | +8,651,608 |
| ASML HLDG NV N Y REGISTRY SHS | 27,810 | 27,350 | -460 | 29,752,807 | 36,124,701 | 2.09% | +6,371,894 |
| LINDE PLC(LIN) | 92,816 | 91,077 | -1,739 | 39,575,815 | 45,152,375 | 2.61% | +5,576,560 |
| VANGUARD INSTL INDEX FD | 11,092 | 77,552 | +66,460 | 837,058 | 5,867,550 | 0.34% | +5,030,492 |
| EXXON MOBIL CORP | 102,848 | 101,871 | -977 | 12,376,781 | 17,283,469 | 1.00% | +4,906,688 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 119,140 | 118,882 | -258 | 36,205,492 | 40,176,216 | 2.32% | +3,970,724 |
| JOHNSON & JOHNSON(JNJ) | 104,353 | 103,368 | -985 | 21,595,854 | 25,267,274 | 1.46% | +3,671,420 |
| ISHARES TR ULTRA SHORT DUR | 0 | 71,126 | +71,126 | 0 | 3,600,399 | 0.21% | +3,600,399 |
| WESCO INTL INC(WCC) | 112,487 | 111,291 | -1,196 | 27,518,820 | 30,451,444 | 1.76% | +2,932,624 |
| CATERPILLAR INC(CAT) | 15,809 | 15,629 | -180 | 9,056,502 | 11,072,522 | 0.64% | +2,016,020 |
| REPUBLIC SVCS INC(RSG) | 344,535 | 341,919 | -2,616 | 73,017,291 | 74,887,005 | 4.33% | +1,869,714 |
| WALMART INC(WMT) | 117,946 | 118,360 | +414 | 13,140,340 | 14,709,803 | 0.85% | +1,569,463 |
| AMAZON COM INC(AMZN) | 144,540 | 165,038 | +20,498 | 33,362,723 | 34,372,465 | 1.99% | +1,009,742 |
| MERCK & CO INC(MRK) | 66,835 | 66,549 | -286 | 7,035,048 | 8,005,124 | 0.46% | +970,076 |
| FERGUSON ENTERPRISES INC(FERG) | 81,936 | 82,091 | +155 | 18,241,465 | 19,148,696 | 1.11% | +907,231 |
| NETFLIX INC.(NFLX) | 187,629 | 192,343 | +4,714 | 17,592,096 | 18,493,780 | 1.07% | +901,684 |
| PEPSICO INC(PEP) | 104,140 | 102,053 | -2,087 | 14,946,173 | 15,847,811 | 0.92% | +901,638 |
| BLACKSTONE INC(BX) | 4,500 | 13,500 | +9,000 | 693,630 | 1,552,365 | 0.09% | +858,735 |
| GE VERNOVA INC(GEV) | 3,746 | 3,746 | 0 | 2,448,274 | 3,269,884 | 0.19% | +821,610 |
| COCA COLA CO(KO) | 134,599 | 133,522 | -1,077 | 9,409,817 | 10,154,349 | 0.59% | +744,532 |
| WATERS CORP(WAT) | 0 | 2,431 | +2,431 | 0 | 723,952 | 0.04% | +723,952 |
| L3HARRIS TECHNOLOGIES INC(LHX) | 12,712 | 12,712 | 0 | 3,731,862 | 4,387,547 | 0.25% | +655,685 |
| DEERE & CO(DE) | 6,083 | 6,083 | 0 | 2,831,837 | 3,426,282 | 0.20% | +594,445 |
| VANGUARD INDEX FDS | 2,541 | 3,633 | +1,092 | 1,593,630 | 2,171,191 | 0.13% | +577,561 |
| LOCKHEED MARTIN CORP(LMT) | 4,663 | 4,676 | +13 | 2,255,354 | 2,826,128 | 0.16% | +570,774 |
| SCHWAB STRATEGIC TR | 113,639 | 118,543 | +4,904 | 3,117,111 | 3,636,909 | 0.21% | +519,798 |
| AMERICAN CENTY ETF TR | 0 | 5,195 | +5,195 | 0 | 518,773 | 0.03% | +518,773 |
| AMERICAN CENTY ETF TR | 0 | 4,693 | +4,693 | 0 | 518,436 | 0.03% | +518,436 |
| CIENA CORP(CIEN) | 3,315 | 3,315 | 0 | 775,280 | 1,286,983 | 0.07% | +511,703 |
| AMERICAN CENTY ETF TR | 0 | 6,886 | +6,886 | 0 | 510,804 | 0.03% | +510,804 |
| MCDONALDS CORP(MCD) | 106,270 | 106,107 | -163 | 32,479,262 | 32,976,956 | 1.91% | +497,694 |
| PHILLIPS 66(PSX) | 8,871 | 8,902 | +31 | 1,144,671 | 1,621,842 | 0.09% | +477,171 |
| CONOCOPHILLIPS(COP) | 12,011 | 11,817 | -194 | 1,124,350 | 1,559,844 | 0.09% | +435,494 |
| LAM RESEARCH CORP(LRCX) | 14,762 | 13,790 | -972 | 2,526,983 | 2,946,345 | 0.17% | +419,362 |
| VERIZON COMMUNICATIONS INC(VZ) | 40,646 | 40,064 | -582 | 1,655,515 | 2,011,217 | 0.12% | +355,702 |
| WISDOMTREE TR(WT) | 0 | 3,991 | +3,991 | 0 | 350,570 | 0.02% | +350,570 |
| HONEYWELL INTL INC(HON) | 11,012 | 11,018 | +6 | 2,148,332 | 2,490,399 | 0.14% | +342,067 |
| COSTCO WHOLESALE CORPORATION(COST) | 2,352 | 2,377 | +25 | 2,028,419 | 2,368,769 | 0.14% | +340,350 |
| ISHARES TR CORE DIVID ETF | 0 | 6,139 | +6,139 | 0 | 331,200 | 0.02% | +331,200 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 46,062 | 46,066 | +4 | 2,484,572 | 2,793,929 | 0.16% | +309,357 |
| MARATHON PETE CORP(MPC) | 2,506 | 2,911 | +405 | 407,551 | 710,808 | 0.04% | +303,257 |
| BP PLC(BP) | 0 | 6,274 | +6,274 | 0 | 294,878 | 0.02% | +294,878 |
| VANGUARD SPECIALIZED FUNDS | 1,140 | 2,490 | +1,350 | 250,514 | 535,554 | 0.03% | +285,040 |
| MICRON TECHNOLOGY INC(MU) | 6,666 | 6,441 | -225 | 1,902,544 | 2,176,028 | 0.13% | +273,484 |
| GOLDMAN SACHS ETF TR | 22,278 | 24,849 | +2,571 | 2,226,464 | 2,489,622 | 0.14% | +263,158 |
| TARGET CORP(TGT) | 11,015 | 11,015 | 0 | 1,076,717 | 1,335,018 | 0.08% | +258,301 |
| QNITY ELECTRONICS INC(Q) | 0 | 2,210 | +2,210 | 0 | 254,990 | 0.01% | +254,990 |
| SHELL PLC(SHEL) | 0 | 2,400 | +2,400 | 0 | 223,200 | 0.01% | +223,200 |
| KEYSIGHT TECHNOLOGIES INC(KEYS) | 5,597 | 4,797 | -800 | 1,137,255 | 1,354,529 | 0.08% | +217,274 |
| VANGUARD MUN BD FDS | 0 | 4,270 | +4,270 | 0 | 213,054 | 0.01% | +213,054 |
| KAYNE ANDERSON ENERGY INFRST(KYN) | 0 | 14,245 | +14,245 | 0 | 203,419 | 0.01% | +203,419 |
| MASTEC INC(MTZ) | 1,930 | 1,930 | 0 | 419,525 | 620,959 | 0.04% | +201,434 |
| SUNCOR ENERGY INC NEW(SU) | 9,228 | 9,228 | 0 | 409,355 | 610,064 | 0.04% | +200,709 |
| VANGUARD SCOTTSDALE FDS INT-TERM CORP | 0 | 2,425 | +2,425 | 0 | 200,703 | 0.01% | +200,703 |
| PPG INDS INC(PPG) | 50,683 | 50,462 | -221 | 5,192,981 | 5,393,379 | 0.31% | +200,398 |
| SPDR GOLD TR(GLD) | 1,406 | 1,756 | +350 | 557,212 | 755,590 | 0.04% | +198,378 |
| PFIZER INC(PFE) | 128,011 | 120,517 | -7,494 | 3,187,478 | 3,384,118 | 0.20% | +196,640 |
| VANGUARD WHITEHALL FDS | 25,465 | 25,962 | +497 | 3,654,722 | 3,844,957 | 0.22% | +190,235 |
| RTX CORPORATION(RTX) | 18,832 | 18,832 | 0 | 3,453,789 | 3,632,693 | 0.21% | +178,904 |
| VANGUARD WORLD FD ENERGY ETF | 3,740 | 3,740 | 0 | 470,941 | 647,170 | 0.04% | +176,229 |
| ISHARES TR | 4,893 | 4,893 | 0 | 436,750 | 611,136 | 0.04% | +174,386 |
| HOWMET AEROSPACE INC(HWM) | 6,067 | 6,116 | +49 | 1,243,857 | 1,409,494 | 0.08% | +165,637 |
| AT&T INC(T) | 39,064 | 39,069 | +5 | 970,354 | 1,132,615 | 0.07% | +162,261 |
| NOVARTIS AG(NVS) | 10,767 | 10,767 | 0 | 1,484,436 | 1,644,648 | 0.10% | +160,212 |
| AIR PRODUCTS AND CHEMICALS I | 3,619 | 3,617 | -2 | 893,966 | 1,050,703 | 0.06% | +156,737 |
| VALERO ENERGY CORP(VLO) | 1,769 | 1,776 | +7 | 288,028 | 438,717 | 0.03% | +150,689 |
| CF INDUSTRIES HOLD(CF) | 2,850 | 2,850 | 0 | 220,419 | 370,044 | 0.02% | +149,625 |
| COLGATE PALMOLIVE CO(CL) | 46,097 | 44,469 | -1,628 | 3,642,585 | 3,790,093 | 0.22% | +147,508 |
| UNION PAC CORP(UNP) | 12,824 | 12,819 | -5 | 2,966,408 | 3,110,104 | 0.18% | +143,696 |
| TRANE TECHNOLOGIES PLC(TT) | 5,183 | 5,183 | 0 | 2,017,224 | 2,159,964 | 0.12% | +142,740 |
| INTEL CORP(INTC) | 19,168 | 19,168 | 0 | 707,308 | 845,894 | 0.05% | +138,586 |
| VANGUARD BD INDEX FDS | 2,609 | 4,371 | +1,762 | 205,616 | 342,731 | 0.02% | +137,115 |
| VANGUARD BD INDEX FDS | 4,570 | 6,442 | +1,872 | 338,508 | 474,397 | 0.03% | +135,889 |
| NORTHROP GRUMMAN CORP(NOC) | 1,161 | 1,161 | 0 | 662,014 | 792,081 | 0.05% | +130,067 |
| VANGUARD INDEX FDS | 3,256 | 3,693 | +437 | 945,087 | 1,060,628 | 0.06% | +115,541 |
| CORNING INC(GLW) | 2,333 | 2,333 | 0 | 204,278 | 317,219 | 0.02% | +112,941 |
| IDEX CORP(IEX) | 9,509 | 9,509 | 0 | 1,692,032 | 1,802,431 | 0.10% | +110,399 |
| TD SYNNEX CORPORATION(SNX) | 5,915 | 5,915 | 0 | 888,611 | 997,920 | 0.06% | +109,309 |
| SELECT SECTOR SPDR TR ST STR ENERG ETF | 5,397 | 5,690 | +293 | 241,303 | 348,542 | 0.02% | +107,239 |
| HALLIBURTON CO(HAL) | 9,828 | 9,830 | +2 | 277,736 | 383,283 | 0.02% | +105,547 |
| VANECK ETF TRUST GOLD MINERS ETF | 17,405 | 17,415 | +10 | 1,492,827 | 1,598,175 | 0.09% | +105,348 |
| PLEXUS CORP(PLXS) | 1,800 | 1,800 | 0 | 264,600 | 364,572 | 0.02% | +99,972 |
| PHILIP MORRIS INTL INC(PM) | 28,586 | 28,314 | -272 | 4,585,129 | 4,681,369 | 0.27% | +96,240 |
| NEXTERA ENERGY INC(NEE) | 5,518 | 5,793 | +275 | 442,986 | 538,054 | 0.03% | +95,068 |
| WATTS WATER TECHNOLOGIES INC(WTS) | 6,650 | 6,650 | 0 | 1,835,533 | 1,930,429 | 0.11% | +94,896 |
| AMGEN INC(AMGN) | 3,756 | 3,761 | +5 | 1,229,540 | 1,323,473 | 0.08% | +93,933 |
| ISHARES INC CORE MSCI EMKT | 3,071 | 4,291 | +1,220 | 206,433 | 299,298 | 0.02% | +92,865 |
| ARCHER DANIELS MIDLAND CO | 5,800 | 5,800 | 0 | 333,442 | 421,602 | 0.02% | +88,160 |
| CUMMINS INC(CMI) | 3,184 | 3,184 | 0 | 1,625,273 | 1,713,056 | 0.10% | +87,783 |
| DELL TECHNOLOGIES INC(DELL) | 12,990 | 10,491 | -2,499 | 1,635,219 | 1,721,880 | 0.10% | +86,661 |
| KLA CORP(KLAC) | 324 | 324 | 0 | 393,686 | 477,061 | 0.03% | +83,375 |
| CSX CORP(CSX) | 17,100 | 17,100 | 0 | 619,875 | 701,955 | 0.04% | +82,080 |
| ISHARES TR CORE MSCI PAC | 4,077 | 4,905 | +828 | 298,478 | 375,282 | 0.02% | +76,804 |
| DUKE ENERGY CORP NEW(DUK) | 5,592 | 5,592 | 0 | 655,439 | 732,217 | 0.04% | +76,778 |
| VANGUARD INDEX FDS | 3,200 | 3,440 | +240 | 825,338 | 900,924 | 0.05% | +75,586 |
| BORGWARNER INC | 8,000 | 8,000 | 0 | 360,480 | 434,080 | 0.03% | +73,600 |
| KINDER MORGAN INC DEL(KMI) | 12,109 | 12,109 | 0 | 332,877 | 406,015 | 0.02% | +73,138 |