GUYASUTA INVESTMENT ADVISORS INC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALPHABET INC(GOOG) | 389,307 | 389,753 | +446 | 69,059,221 | 94,924,450 | 5.46% | +25,865,229 |
| NETFLIX INC(NFLX) | 3,620 | 18,214 | +14,594 | 4,847,651 | 21,837,129 | 1.26% | +16,989,478 |
| TE CONNECTIVITY PLC(TEL) | 293,860 | 294,408 | +548 | 49,565,367 | 64,631,389 | 3.72% | +15,066,022 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 109,915 | 111,439 | +1,524 | 44,566,264 | 54,050,292 | 3.11% | +9,484,028 |
| VANGUARD SCOTTSDALE FDS | 2,961 | 73,311 | +70,350 | 235,404 | 5,859,753 | 0.34% | +5,624,349 |
| LOWES COS INC(LOW) | 173,879 | 174,479 | +600 | 38,578,585 | 43,848,376 | 2.52% | +5,269,791 |
| ASML HOLDING N V | 27,826 | 27,965 | +139 | 22,299,479 | 27,072,637 | 1.56% | +4,773,158 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 86,880 | 87,201 | +321 | 19,677,488 | 24,354,406 | 1.40% | +4,676,918 |
| MICROSOFT CORP(MSFT) | 262,077 | 260,414 | -1,663 | 130,359,737 | 134,881,451 | 7.76% | +4,521,714 |
| APPLE INC(AAPL) | 92,873 | 90,466 | -2,407 | 19,054,759 | 23,035,409 | 1.32% | +3,980,650 |
| PNC FINL SVCS GROUP INC(PNC) | 248,008 | 249,669 | +1,661 | 46,233,677 | 50,166,077 | 2.88% | +3,932,400 |
| NVIDIA CORPORATION(NVDA) | 128,322 | 129,514 | +1,192 | 20,273,629 | 24,164,768 | 1.39% | +3,891,139 |
| CHEVRON CORP NEW(CVX) | 258,599 | 262,452 | +3,853 | 37,028,743 | 40,756,239 | 2.34% | +3,727,496 |
| JOHNSON & JOHNSON(JNJ) | 107,114 | 105,920 | -1,194 | 16,361,664 | 19,639,687 | 1.13% | +3,278,023 |
| EAGLE MATLS INC(EXP) | 91,847 | 92,670 | +823 | 18,563,198 | 21,595,827 | 1.24% | +3,032,629 |
| WESCO INTL INC(WCC) | 114,541 | 114,288 | -253 | 21,212,994 | 24,171,912 | 1.39% | +2,958,918 |
| QUANTA SVCS INC | 73,132 | 73,425 | +293 | 27,649,747 | 30,428,794 | 1.75% | +2,779,047 |
| VULCAN MATLS CO(VMC) | 51,902 | 52,577 | +675 | 13,537,080 | 16,173,737 | 0.93% | +2,636,657 |
| APPLIED MATLS INC | 115,508 | 116,026 | +518 | 21,146,047 | 23,755,117 | 1.37% | +2,609,070 |
| BECTON DICKINSON & CO(BDX) | 180,027 | 176,733 | -3,294 | 31,009,680 | 33,079,149 | 1.90% | +2,069,469 |
| ALPHABET INC(GOOG) | 28,226 | 28,756 | +530 | 4,974,310 | 6,990,584 | 0.40% | +2,016,274 |
| CELESTICA INC(CLS) | 32,488 | 27,862 | -4,626 | 5,071,702 | 6,864,640 | 0.39% | +1,792,938 |
| CATERPILLAR INC(CAT) | 15,919 | 15,919 | 0 | 6,179,915 | 7,595,751 | 0.44% | +1,415,836 |
| MCDONALDS CORP(MCD) | 105,496 | 105,604 | +108 | 30,822,730 | 32,091,962 | 1.85% | +1,269,232 |
| MASTERCARD INCORPORATED(MA) | 147,112 | 147,454 | +342 | 82,668,105 | 83,873,298 | 4.82% | +1,205,193 |
| GRAPHIC PACKAGING HLDG CO(GPK) | 0 | 57,775 | +57,775 | 0 | 1,130,657 | 0.07% | +1,130,657 |
| ABBVIE INC(ABBV) | 29,405 | 28,224 | -1,181 | 5,458,089 | 6,535,011 | 0.38% | +1,076,922 |
| JPMORGAN CHASE & CO.(JPM) | 29,982 | 30,811 | +829 | 8,692,101 | 9,718,570 | 0.56% | +1,026,469 |
| JEFFERIES FINL GROUP INC(JEF) | 0 | 15,000 | +15,000 | 0 | 981,300 | 0.06% | +981,300 |
| BANK NEW YORK MELLON CORP | 14,974 | 21,129 | +6,155 | 1,364,282 | 2,302,216 | 0.13% | +937,934 |
| HOME DEPOT INC(HD) | 21,528 | 21,507 | -21 | 7,893,128 | 8,714,230 | 0.50% | +821,102 |
| PACKAGING CORP AMER(PKG) | 29,482 | 29,175 | -307 | 5,555,883 | 6,358,108 | 0.37% | +802,225 |
| PEPSICO INC(PEP) | 109,730 | 108,656 | -1,074 | 14,488,750 | 15,259,649 | 0.88% | +770,899 |
| CENCORA INC | 60,683 | 60,443 | -240 | 18,195,798 | 18,890,251 | 1.09% | +694,453 |
| GE AEROSPACE(GE) | 15,958 | 15,958 | 0 | 4,107,423 | 4,800,501 | 0.28% | +693,078 |
| LINDE PLC(LIN) | 91,077 | 91,346 | +269 | 42,731,429 | 43,389,308 | 2.49% | +657,879 |
| FERGUSON ENTERPRISES INC(FERG) | 80,412 | 80,535 | +123 | 17,509,748 | 18,086,585 | 1.04% | +576,837 |
| TESLA INC(TSLA) | 5,107 | 4,907 | -200 | 1,622,290 | 2,182,242 | 0.13% | +559,952 |
| L3HARRIS TECHNOLOGIES INC(LHX) | 13,249 | 12,677 | -572 | 3,323,380 | 3,871,683 | 0.22% | +548,303 |
| SPDR S&P 500 ETF TR(SPY) | 10,447 | 10,485 | +38 | 6,454,686 | 6,984,639 | 0.40% | +529,953 |
| BROADCOM INC(AVGO) | 8,985 | 9,004 | +19 | 2,476,716 | 2,970,510 | 0.17% | +493,794 |
| ROCKWELL AUTOMATION INC(ROK) | 7,715 | 8,623 | +908 | 2,562,692 | 3,013,998 | 0.17% | +451,306 |
| DELL TECHNOLOGIES INC(DELL) | 11,489 | 12,990 | +1,501 | 1,408,583 | 1,841,570 | 0.11% | +432,987 |
| VANECK ETF TRUST | 17,405 | 17,405 | 0 | 906,105 | 1,329,742 | 0.08% | +423,637 |
| HILLENBRAND INC | 55,279 | 53,479 | -1,800 | 1,109,450 | 1,446,073 | 0.08% | +336,623 |
| INNOVATIVE INDL PPTYS INC(IIPR) | 0 | 6,182 | +6,182 | 0 | 331,232 | 0.02% | +331,232 |
| VANGUARD INDEX FDS | 7,905 | 7,905 | 0 | 3,465,552 | 3,791,318 | 0.22% | +325,766 |
| RTX CORPORATION(RTX) | 14,680 | 14,730 | +50 | 2,143,574 | 2,464,771 | 0.14% | +321,197 |
| ISHARES TR | 10,451 | 10,170 | -281 | 6,489,147 | 6,806,643 | 0.39% | +317,496 |
| ISHARES TR | 12,095 | 12,095 | 0 | 4,107,100 | 4,420,481 | 0.25% | +313,381 |
| CUMMINS INC(CMI) | 3,184 | 3,184 | 0 | 1,042,760 | 1,344,827 | 0.08% | +302,067 |
| MICRON TECHNOLOGY INC(MU) | 6,683 | 6,691 | +8 | 823,680 | 1,119,539 | 0.06% | +295,859 |
| GARRETT MOTION INC(GTX) | 89,305 | 89,305 | 0 | 938,596 | 1,216,335 | 0.07% | +277,739 |
| PARKER-HANNIFIN CORP(PH) | 4,475 | 4,475 | 0 | 3,125,654 | 3,392,722 | 0.20% | +267,068 |
| CRH PLC | 6,105 | 6,855 | +750 | 560,439 | 821,915 | 0.05% | +261,476 |
| NATURAL RESOURCE PARTNERS L(NRP) | 0 | 2,460 | +2,460 | 0 | 258,300 | 0.01% | +258,300 |
| GE VERNOVA INC(GEV) | 3,865 | 3,746 | -119 | 2,045,165 | 2,303,416 | 0.13% | +258,251 |
| BERKSHIRE HATHAWAY INC DEL | 182,485 | 176,834 | -5,651 | 88,645,739 | 88,901,526 | 5.11% | +255,787 |
| CECO ENVIRONMENTAL CORP(CECO) | 10,000 | 10,000 | 0 | 283,100 | 512,000 | 0.03% | +228,900 |
| INTERPUBLIC GROUP COS INC | 0 | 8,127 | +8,127 | 0 | 226,825 | 0.01% | +226,825 |
| INVESCO QQQ TR | 3,557 | 3,639 | +82 | 1,962,277 | 2,184,855 | 0.13% | +222,578 |
| CIENA CORP(CIEN) | 3,315 | 3,315 | 0 | 269,609 | 482,897 | 0.03% | +213,288 |
| ARK ETF TR | 13,320 | 13,320 | 0 | 936,263 | 1,149,516 | 0.07% | +213,253 |
| INVESCO EXCHANGE TRADED FD T | 10,896 | 11,556 | +660 | 1,980,216 | 2,192,135 | 0.13% | +211,919 |
| ADVANCED MICRO DEVICES INC(AMD) | 0 | 1,309 | +1,309 | 0 | 211,784 | 0.01% | +211,784 |
| BANCORP INC DEL(TBBK) | 0 | 2,800 | +2,800 | 0 | 209,692 | 0.01% | +209,692 |
| MCKESSON CORP(MCK) | 0 | 270 | +270 | 0 | 208,586 | 0.01% | +208,586 |
| FEDERATED HERMES INC(FHI) | 0 | 4,000 | +4,000 | 0 | 207,720 | 0.01% | +207,720 |
| PALO ALTO NETWORKS INC(PANW) | 2,828 | 3,854 | +1,026 | 578,722 | 784,752 | 0.05% | +206,030 |
| GENERAL DYNAMICS CORP(GD) | 4,158 | 4,158 | 0 | 1,212,723 | 1,417,878 | 0.08% | +205,155 |
| GOLDMAN SACHS GROUP INC(GS) | 0 | 256 | +256 | 0 | 203,942 | 0.01% | +203,942 |
| VANGUARD WHITEHALL FDS | 26,615 | 26,615 | 0 | 3,548,032 | 3,751,370 | 0.22% | +203,338 |
| SCHWAB STRATEGIC TR | 109,340 | 113,580 | +4,240 | 2,897,508 | 3,100,737 | 0.18% | +203,229 |
| ISHARES INC | 0 | 3,071 | +3,071 | 0 | 202,441 | 0.01% | +202,441 |
| GSK PLC(GSK) | 0 | 4,660 | +4,660 | 0 | 201,128 | 0.01% | +201,128 |
| DOORDASH INC(DASH) | 7,188 | 7,188 | 0 | 1,771,914 | 1,955,065 | 0.11% | +183,151 |
| BERKSHIRE HATHAWAY INC DEL | 7 | 7 | 0 | 5,101,600 | 5,279,400 | 0.30% | +177,800 |
| LINCOLN NATL CORP IND(LNC) | 30,000 | 30,000 | 0 | 1,038,000 | 1,209,900 | 0.07% | +171,900 |
| NORFOLK SOUTHN CORP(NSC) | 3,824 | 3,824 | 0 | 978,865 | 1,148,809 | 0.07% | +169,944 |
| LOCKHEED MARTIN CORP(LMT) | 4,663 | 4,663 | 0 | 2,159,622 | 2,327,817 | 0.13% | +168,195 |
| PHILLIPS 66(PSX) | 8,820 | 8,836 | +16 | 1,052,270 | 1,201,919 | 0.07% | +149,649 |
| ISHARES TR | 5,717 | 5,717 | 0 | 1,233,672 | 1,383,286 | 0.08% | +149,614 |
| PFIZER INC(PFE) | 130,535 | 129,886 | -649 | 3,164,172 | 3,309,494 | 0.19% | +145,322 |
| SELECT SECTOR SPDR TR | 1,478 | 1,807 | +329 | 374,341 | 509,397 | 0.03% | +135,056 |
| MERCK & CO INC(MRK) | 63,811 | 61,696 | -2,115 | 5,051,295 | 5,178,139 | 0.30% | +126,844 |
| WATTS WATER TECHNOLOGIES INC(WTS) | 7,090 | 6,690 | -400 | 1,743,361 | 1,868,384 | 0.11% | +125,023 |
| SELECT SECTOR SPDR TR | 7,096 | 9,154 | +2,058 | 371,618 | 493,126 | 0.03% | +121,508 |
| PROLOGIS INC.(PLD) | 12,482 | 12,487 | +5 | 1,312,079 | 1,430,006 | 0.08% | +117,927 |
| TD SYNNEX CORPORATION(SNX) | 6,900 | 6,390 | -510 | 936,330 | 1,046,363 | 0.06% | +110,033 |
| ALLEGION PLC(ALLE) | 3,095 | 3,095 | 0 | 446,052 | 548,899 | 0.03% | +102,847 |
| SPDR GOLD TR(GLD) | 1,936 | 1,936 | 0 | 590,151 | 688,190 | 0.04% | +98,039 |
| EXPEDIA GROUP INC(EXPE) | 3,429 | 3,158 | -271 | 578,404 | 675,042 | 0.04% | +96,638 |
| KAYNE ANDERSON ENERGY INFRST(KYN) | 22,200 | 30,555 | +8,355 | 282,384 | 377,966 | 0.02% | +95,582 |
| VANGUARD INDEX FDS | 3,063 | 3,239 | +176 | 857,086 | 951,418 | 0.05% | +94,332 |
| APPLIED INDL TECHNOLOGIES IN(AIT) | 12,400 | 11,400 | -1,000 | 2,882,380 | 2,975,970 | 0.17% | +93,590 |
| INTEL CORP(INTC) | 26,631 | 20,545 | -6,086 | 596,542 | 689,292 | 0.04% | +92,750 |
| SYSCO CORP(SYY) | 14,000 | 14,000 | 0 | 1,060,360 | 1,152,760 | 0.07% | +92,400 |
| UNION PAC CORP(UNP) | 14,319 | 14,319 | 0 | 3,294,476 | 3,384,541 | 0.19% | +90,065 |
| ISHARES TR | 4,109 | 4,893 | +784 | 364,058 | 453,092 | 0.03% | +89,034 |
| BORGWARNER INC | 8,000 | 8,000 | 0 | 267,840 | 351,680 | 0.02% | +83,840 |