GUYASUTA INVESTMENT ADVISORS INC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| APPLIED MATLS INC | 113,665 | 109,153 | -4,512 | 38,849,449 | 78,917,597 | 4.08% | +40,068,148 |
| ALPHABET INC(GOOG) | 368,246 | 357,169 | -11,077 | 105,635,149 | 126,198,478 | 6.52% | +20,563,329 |
| ASML HLDG NV N Y REGISTRY SHS | 27,350 | 26,829 | -521 | 36,124,701 | 53,374,686 | 2.76% | +17,249,985 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 118,882 | 118,491 | -391 | 40,176,216 | 56,587,791 | 2.92% | +16,411,575 |
| PALO ALTO NETWORKS INC(PANW) | 75,618 | 75,888 | +270 | 12,123,078 | 25,879,326 | 1.34% | +13,756,248 |
| TEXAS INSTRS INC(TXN) | 116,814 | 115,250 | -1,564 | 22,678,282 | 34,352,586 | 1.77% | +11,674,304 |
| QUANTA SVCS INC | 71,605 | 70,447 | -1,158 | 39,312,585 | 50,724,675 | 2.62% | +11,412,090 |
| PNC FINL SVCS GROUP INC(PNC) | 252,870 | 250,953 | -1,917 | 52,619,668 | 61,789,735 | 3.19% | +9,170,067 |
| ULTA BEAUTY INC(ULTA) | 0 | 17,481 | +17,481 | 0 | 7,883,582 | 0.41% | +7,883,582 |
| WESCO INTL INC(WCC) | 111,291 | 108,709 | -2,582 | 30,451,444 | 37,551,350 | 1.94% | +7,099,906 |
| CATERPILLAR INC(CAT) | 15,629 | 15,554 | -75 | 11,072,522 | 16,563,455 | 0.86% | +5,490,933 |
| VANGUARD INSTL INDEX FD | 0 | 71,152 | +71,152 | 0 | 5,383,388 | 0.28% | +5,383,388 |
| MICRON TECHNOLOGY INC(MU) | 6,441 | 6,480 | +39 | 2,176,028 | 7,479,800 | 0.39% | +5,303,772 |
| AMAZON COM INC(AMZN) | 165,038 | 165,245 | +207 | 34,372,465 | 39,384,494 | 2.03% | +5,012,029 |
| BERKSHIRE HATHAWAY INC DEL | 177,590 | 179,211 | +1,621 | 85,101,128 | 89,675,393 | 4.63% | +4,574,265 |
| WALMART INC(WMT) | 118,360 | 169,826 | +51,466 | 14,709,803 | 19,234,452 | 0.99% | +4,524,649 |
| NVIDIA CORPORATION(NVDA) | 131,920 | 134,166 | +2,246 | 23,006,898 | 26,845,268 | 1.39% | +3,838,370 |
| EAGLE MATLS INC(EXP) | 95,518 | 96,301 | +783 | 18,095,896 | 21,667,735 | 1.12% | +3,571,839 |
| APPLE INC(AAPL) | 91,121 | 91,383 | +262 | 23,125,537 | 26,442,703 | 1.37% | +3,317,166 |
| LAM RESEARCH CORP(LRCX) | 13,790 | 13,790 | 0 | 2,946,345 | 5,975,830 | 0.31% | +3,029,485 |
| VISTRA CORP(VST) | 365,123 | 364,751 | -372 | 54,888,880 | 57,860,443 | 2.99% | +2,971,563 |
| MASTERCARD INCORPORATED(MA) | 148,549 | 149,615 | +1,066 | 74,224,073 | 76,842,346 | 3.97% | +2,618,273 |
| ADVANCED MICRO DEVICES INC(AMD) | 6,573 | 6,573 | 0 | 1,337,146 | 3,818,322 | 0.20% | +2,481,176 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 46,148 | 47,200 | +1,052 | 11,185,814 | 13,273,112 | 0.69% | +2,087,298 |
| ALPHABET INC(GOOG) | 29,963 | 29,732 | -231 | 8,616,161 | 10,625,325 | 0.55% | +2,009,164 |
| LINDE PLC(LIN) | 91,077 | 90,612 | -465 | 45,152,375 | 47,022,281 | 2.43% | +1,869,906 |
| INTEL CORP(INTC) | 19,168 | 18,624 | -544 | 845,894 | 2,600,499 | 0.13% | +1,754,605 |
| CELESTICA INC(CLS) | 21,625 | 21,382 | -243 | 6,091,330 | 7,800,154 | 0.40% | +1,708,824 |
| VULCAN MATLS CO(VMC) | 54,344 | 55,721 | +1,377 | 14,797,872 | 16,438,261 | 0.85% | +1,640,389 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 114,768 | 115,679 | +911 | 56,412,067 | 57,996,978 | 3.00% | +1,584,911 |
| GARRETT MOTION INC(GTX) | 89,305 | 87,805 | -1,500 | 1,622,672 | 3,181,176 | 0.16% | +1,558,504 |
| GE AEROSPACE(GE) | 15,883 | 15,866 | -17 | 4,507,181 | 5,929,734 | 0.31% | +1,422,553 |
| HONEYWELL AEROSPACE INC | 0 | 5,498 | +5,498 | 0 | 1,215,498 | 0.06% | +1,215,498 |
| ROCKWELL AUTOMATION INC(ROK) | 8,623 | 8,623 | 0 | 3,094,623 | 4,269,075 | 0.22% | +1,174,452 |
| GE VERNOVA INC(GEV) | 3,746 | 3,748 | +2 | 3,269,884 | 4,403,376 | 0.23% | +1,133,492 |
| JPMORGAN CHASE & CO(JPM) | 32,486 | 32,545 | +59 | 9,556,034 | 10,653,112 | 0.55% | +1,097,078 |
| MICROSOFT CORP(MSFT) | 259,332 | 260,246 | +914 | 95,996,764 | 97,076,954 | 5.02% | +1,080,190 |
| DELL TECHNOLOGIES INC(DELL) | 10,491 | 6,491 | -4,000 | 1,721,880 | 2,800,769 | 0.14% | +1,078,889 |
| STATE STR SPDR S&P 500 ETF T(SPY) | 9,630 | 9,735 | +105 | 6,262,691 | 7,269,755 | 0.38% | +1,007,064 |
| ABBVIE INC(ABBV) | 28,181 | 28,312 | +131 | 6,129,083 | 7,124,394 | 0.37% | +995,311 |
| VANGUARD INDEX FDS | 17,844 | 18,122 | +278 | 5,724,402 | 6,705,917 | 0.35% | +981,515 |
| VANGUARD WELLINGTON FD | 0 | 7,025 | +7,025 | 0 | 979,030 | 0.05% | +979,030 |
| EMERSON ELEC CO(EMR) | 77,396 | 77,045 | -351 | 10,140,424 | 11,028,992 | 0.57% | +888,568 |
| ISHARES TR | 9,251 | 9,255 | +4 | 6,042,832 | 6,930,913 | 0.36% | +888,081 |
| JOHNSON & JOHNSON(JNJ) | 103,368 | 102,689 | -679 | 25,267,274 | 26,079,820 | 1.35% | +812,546 |
| SELECT SECTOR SPDR TR ST STR TECHN ETF | 0 | 4,222 | +4,222 | 0 | 804,454 | 0.04% | +804,454 |
| ELI LILLY & CO(LLY) | 2,525 | 2,574 | +49 | 2,322,420 | 3,087,333 | 0.16% | +764,913 |
| APPLIED INDL TECHNOLOGIES IN(AIT) | 10,155 | 10,155 | 0 | 2,694,325 | 3,433,914 | 0.18% | +739,589 |
| BROADCOM INC(AVGO) | 14,298 | 13,660 | -638 | 4,425,374 | 5,160,065 | 0.27% | +734,691 |
| AUTOMATIC DATA PROCESSING IN | 48,406 | 47,151 | -1,255 | 9,835,132 | 10,559,467 | 0.55% | +724,335 |
| PPG INDS INC(PPG) | 50,462 | 50,342 | -120 | 5,393,379 | 6,105,982 | 0.32% | +712,603 |
| WATTS WATER TECHNOLOGIES INC(WTS) | 6,650 | 6,650 | 0 | 1,930,429 | 2,603,143 | 0.13% | +672,714 |
| VANGUARD INDEX FDS | 8,127 | 48,762 | +40,635 | 3,549,793 | 4,200,359 | 0.22% | +650,566 |
| ISHARES TR | 12,128 | 12,128 | 0 | 4,324,360 | 4,966,416 | 0.26% | +642,056 |
| SELECT SECTOR SPDR TR ST STR FINL ETF | 0 | 10,904 | +10,904 | 0 | 584,551 | 0.03% | +584,551 |
| TD SYNNEX CORPORATION(SNX) | 5,915 | 5,915 | 0 | 997,920 | 1,581,317 | 0.08% | +583,397 |
| FERGUSON ENTERPRISES INC(FERG) | 82,091 | 83,045 | +954 | 19,148,696 | 19,709,040 | 1.02% | +560,344 |
| AMERICAN CENTY ETF TR | 0 | 6,886 | +6,886 | 0 | 554,565 | 0.03% | +554,565 |
| HOME DEPOT INC(HD) | 21,517 | 21,521 | +4 | 7,076,590 | 7,589,950 | 0.39% | +513,360 |
| KLA CORP(KLAC) | 324 | 3,240 | +2,916 | 477,061 | 977,541 | 0.05% | +500,480 |
| PACKAGING CORP AMER(PKG) | 26,208 | 25,433 | -775 | 5,561,862 | 6,060,176 | 0.31% | +498,314 |
| MERCK & CO INC(MRK) | 66,549 | 65,671 | -878 | 8,005,124 | 8,438,663 | 0.44% | +433,539 |
| COCA COLA CO(KO) | 133,522 | 130,158 | -3,364 | 10,154,349 | 10,577,941 | 0.55% | +423,592 |
| DEERE & CO(DE) | 6,083 | 6,058 | -25 | 3,426,282 | 3,842,465 | 0.20% | +416,183 |
| PHILIP MORRIS INTL INC(PM) | 28,314 | 28,174 | -140 | 4,681,369 | 5,096,884 | 0.26% | +415,515 |
| CUMMINS INC(CMI) | 3,184 | 2,984 | -200 | 1,713,056 | 2,128,219 | 0.11% | +415,163 |
| INVESCO QQQ TR | 3,238 | 3,101 | -137 | 1,868,981 | 2,283,522 | 0.12% | +414,541 |
| GUARDANT HEALTH INC(GH) | 7,000 | 7,000 | 0 | 646,590 | 1,050,210 | 0.05% | +403,620 |
| TRANE TECHNOLOGIES PLC(TT) | 5,183 | 5,183 | 0 | 2,159,964 | 2,545,683 | 0.13% | +385,719 |
| VANECK ETF TRUST SEMICONDUCTR ETF | 1,400 | 1,400 | 0 | 536,760 | 918,246 | 0.05% | +381,486 |
| VANGUARD INDEX FDS | 3,633 | 3,716 | +83 | 2,171,191 | 2,552,077 | 0.13% | +380,886 |
| CISCO SYS INC(CSCO) | 8,679 | 8,960 | +281 | 673,404 | 1,052,442 | 0.05% | +379,038 |
| UNION PAC CORP(UNP) | 12,819 | 12,819 | 0 | 3,110,104 | 3,486,721 | 0.18% | +376,617 |
| BANK OF NY MELLON CORP | 21,158 | 19,935 | -1,223 | 2,510,009 | 2,882,852 | 0.15% | +372,843 |
| SELECT SECTOR SPDR TR ST STR CARE ETF | 0 | 2,175 | +2,175 | 0 | 345,118 | 0.02% | +345,118 |
| WISDOMTREE TR(WT) | 3,991 | 7,196 | +3,205 | 350,570 | 688,082 | 0.04% | +337,512 |
| SCHWAB STRATEGIC TR | 118,543 | 124,501 | +5,958 | 3,636,909 | 3,947,929 | 0.20% | +311,020 |
| SELECT SECTOR SPDR TR ST STR ENERG ETF | 0 | 5,839 | +5,839 | 0 | 310,133 | 0.02% | +310,133 |
| ISHARES TR | 5,717 | 5,717 | 0 | 1,417,816 | 1,717,673 | 0.09% | +299,857 |
| SELECT SECTOR SPDR TR ST STR STAPL ETF | 0 | 3,467 | +3,467 | 0 | 288,032 | 0.01% | +288,032 |
| IDEX CORP(IEX) | 9,509 | 9,209 | -300 | 1,802,431 | 2,089,983 | 0.11% | +287,552 |
| CROWDSTRIKE HLDGS INC(CRWD) | 0 | 372 | +372 | 0 | 283,889 | 0.01% | +283,889 |
| SPDR SERIES TRUST ST STR P500ETF | 0 | 3,175 | +3,175 | 0 | 279,007 | 0.01% | +279,007 |
| CECO ENVIRONMENTAL CORP(CECO) | 8,750 | 8,750 | 0 | 521,325 | 793,975 | 0.04% | +272,650 |
| ATI INC(ATI) | 0 | 1,350 | +1,350 | 0 | 266,085 | 0.01% | +266,085 |
| COLGATE PALMOLIVE CO(CL) | 44,469 | 44,219 | -250 | 3,790,093 | 4,053,998 | 0.21% | +263,905 |
| VANGUARD WHITEHALL FDS | 25,962 | 25,895 | -67 | 3,844,957 | 4,092,171 | 0.21% | +247,214 |
| DOORDASH INC(DASH) | 7,188 | 7,188 | 0 | 1,079,279 | 1,326,402 | 0.07% | +247,123 |
| CORNING INC(GLW) | 2,333 | 2,203 | -130 | 317,219 | 562,713 | 0.03% | +245,494 |
| TESLA INC(TSLA) | 4,912 | 4,912 | 0 | 1,826,036 | 2,065,988 | 0.11% | +239,952 |
| INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY | 0 | 2,108 | +2,108 | 0 | 237,952 | 0.01% | +237,952 |
| HOWMET AEROSPACE INC(HWM) | 6,116 | 6,116 | 0 | 1,409,494 | 1,644,348 | 0.08% | +234,854 |
| AXALTA COATING SYS LTD(AXTA) | 0 | 6,565 | +6,565 | 0 | 224,655 | 0.01% | +224,655 |
| FIFTH THIRD BANCORP(FITB) | 0 | 3,883 | +3,883 | 0 | 218,885 | 0.01% | +218,885 |
| RPM INTL INC(RPM) | 18,398 | 18,398 | 0 | 1,828,762 | 2,044,938 | 0.11% | +216,176 |
| BERKSHIRE HATHAWAY INC DEL | 7 | 7 | 0 | 5,026,980 | 5,241,950 | 0.27% | +214,970 |
| AMERICAN CENTY ETF TR | 0 | 2,206 | +2,206 | 0 | 212,857 | 0.01% | +212,857 |
| ISHARES TR | 0 | 3,931 | +3,931 | 0 | 208,985 | 0.01% | +208,985 |
| SPDR SERIES TRUST ST STR SP DIV | 0 | 1,364 | +1,364 | 0 | 207,574 | 0.01% | +207,574 |
| QUALCOMM INC(QCOM) | 0 | 1,121 | +1,121 | 0 | 207,150 | 0.01% | +207,150 |