Arkolith/Funds/Guyasuta Investment Advisors Inc

Guyasuta Investment Advisors Inc

CIK 928568
Holdings as of Mar 31, 2026·disclosed Apr 17, 2026·~17-day 13F lag·13F-HR
Inactive

Guyasuta Investment Advisors Inc holds a diversified book of 268 stocks worth $1.7B as of Q1 2026 (disclosed Apr 17, 2026, a ~17-day 13F lag). This quarter they opened Ishares Ultra Short Duration and trimmed Alphabet Inc-CL C. Their largest long position is Alphabet Inc-CL C at 6% of the equity book. Cloning the disclosed picks since 2013 would be +344% (+12.4%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show GUYASUTA INVESTMENT ADVISORS INC's latest
holdings, largest changes, and filing provenance.
Opened
13
new positions
Added to
76
existing
Trimmed
84
reduced
Sold out
9
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+344.0%
+12.4%/yr · since Oct '13
Their reported book
+367.8%
held from quarter-end
S&P 500
+427.2%
same window
$10K$21K$32K$43K$53KOct '13May '16Dec '18Jun '21Jan '24Jul '26
Guyasuta Investment Advisors Inc (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +367.8%, a 23.9-point gap that is the cost of the ~17-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Guyasuta Investment Advisors Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~17 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
41%
Top 20 holdings
62%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

95% mapped to company sectors

Information Technology
32%
Financials
14%
Industrials
13%
Consumer Discretionary
8%
Utilities
8%
Materials
7%
Health Care
5%
ETF / fund or unclassified
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

268 positions
#SecurityValueShares% PortLast moveHistory
1Alphabet Inc
CAP STK CL C
$105.6M368.2K
6.1%
−2.5%
Reduced · −9K sh
2Microsoft Corp
COM
$96.0M259.3K
5.6%
−0.5%
Reduced · −1K sh
3Berkshire Hathaway Inc Del
CL B NEW
$85.1M177.6K
4.9%
+0.8%
Added · +1K sh
4Republic Svcs Inc
COM
$74.9M341.9K
4.3%
−0.8%
Reduced · −3K sh
5Mastercard Incorporated
CL A
$74.2M148.5K
4.3%
−0.1%
Reduced · −159 sh
6Te Connectivity PLC
ORD SHS
$60.5M289.6K
3.5%
~0%
Added · +83 sh
7Thermo Fisher Scientific Inc
COM
$56.4M114.8K
3.3%
+0.7%
Added · +770 sh
8Vistra Corp
COM
$54.9M365.1K
3.2%
−19%
Reduced · −83K sh
9Chevron Corporation
COM
$54.3M262.5K
3.1%
−0.8%
Reduced · −2K sh
10PNC Finl Svcs Group Inc
COM
$52.6M252.9K
3.0%
~0%
Reduced · −44 sh
11Linde PLC
SHS
$45.2M91.1K
2.6%
−1.9%
Reduced · −2K sh
12Lowes Cos Inc
COM
$41.4M175.2K
2.4%
−1.6%
Reduced · −3K sh
13Taiwan Semiconductor Manufac
SPONSORED ADS
$40.2M118.9K
2.3%
−0.2%
Reduced · −258 sh
14Quanta Svcs Inc
COM
$39.3M71.6K
2.3%
−1.4%
Reduced · −1K sh
15Applied Matls Inc
COM
$38.8M113.7K
2.2%
−1.5%
Reduced · −2K sh
16ASML Hldg NV
N Y REGISTRY SHS
$36.1M27.4K
2.1%
−1.6%
Reduced · −460 sh
17Amazon Com Inc
COM
$34.4M165.0K
2.0%
+14%
Added · +20K sh
18McDonalds Corp
COM
$33.0M106.1K
1.9%
−0.1%
Reduced · −163 sh
19Wesco Intl Inc
COM
$30.5M111.3K
1.8%
−1.1%
Reduced · −1K sh
20Becton Dickinson & Co
COM
$26.1M166.2K
1.5%
−1.1%
Reduced · −2K sh
21Johnson & Johnson
COM
$25.3M103.4K
1.5%
−0.9%
Reduced · −985 sh
22Apple Inc
COM
$23.1M91.1K
1.3%
−0.3%
Reduced · −274 sh
23Nvidia Corporation
COM
$23.0M131.9K
1.3%
+1.9%
Added · +2K sh
24Texas Instrs Inc
COM
$22.7M116.8K
1.3%
−20%
Reduced · −29K sh
25Ferguson Enterprises Inc
COMMON STOCK NEW
$19.1M82.1K
1.1%
+0.2%
Added · +155 sh
26Netflix Inc.
COM
$18.5M192.3K
1.1%
+2.5%
Added · +5K sh
27Cencora Inc
COM
$18.2M58.0K
1.1%
−2.8%
Reduced · −2K sh
28Eagle Matls Inc
COM
$18.1M95.5K
1.0%
+1.1%
Added · +1K sh
29Exxon Mobil Corp
COM
$17.3M101.9K
1.0%
−0.9%
Reduced · −977 sh
30Meta Platforms Inc
CL A
$16.6M29.0K
1.0%
+2.9%
Added · +807 sh
31Pepsico Inc
COM
$15.8M102.1K
0.9%
−2.0%
Reduced · −2K sh
32Vulcan Matls Co
COM
$14.8M54.3K
0.9%
+2.1%
Added · +1K sh
33Walmart Inc
COM
$14.7M118.4K
0.9%
+0.3%
Added · +414 sh
34Procter & Gamble Co
COM
$12.9M89.3K
0.7%
−0.7%
Reduced · −641 sh
35Palo Alto Networks Inc
COM
$12.1M75.6K
0.7%
20×
Added · +72K sh
36International Business Machs
COM
$11.2M46.1K
0.6%
−2.2%
Reduced · −1K sh
37Caterpillar Inc
COM
$11.1M15.6K
0.6%
−1.1%
Reduced · −180 sh
38Coca Cola Co
COM
$10.2M133.5K
0.6%
−0.8%
Reduced · −1K sh
39Emerson Elec Co
COM
$10.1M77.4K
0.6%
−2.2%
Reduced · −2K sh
40Automatic Data Processing In
COM
$9.8M48.4K
0.6%
−4.2%
Reduced · −2K sh
41JPMorgan Chase & Co
COM
$9.6M32.5K
0.6%
~0%
Added · +11 sh
42Alphabet Inc
CAP STK CL A
$8.6M30.0K
0.5%
−0.5%
Reduced · −136 sh
43Merck & Co Inc
COM
$8.0M66.5K
0.5%
−0.4%
Reduced · −286 sh
44Home Depot Inc
COM
$7.1M21.5K
0.4%
~0%
Added · +7 sh
45State STR SPDR S&P 500 ETF T
TR UNIT
$6.3M9.6K
0.4%
−3.6%
Reduced · −361 sh
46Abbvie Inc
COM
$6.1M28.2K
0.4%
−0.1%
Reduced · −44 sh
47Celestica Inc
COM
$6.1M21.6K
0.4%
−13%
Reduced · −3K sh
48Ishares TR
CORE S&P500 ETF
$6.0M9.3K
0.3%
−2.0%
Reduced · −187 sh
49Vanguard Instl Index FD
ULTRA-SHORT TREA
$5.9M77.6K
0.3%
+599%
Added · +66K sh
50Vanguard Scottsdale FDS
SHRT TRM CORP BD
$5.8M73.3K
0.3%
Held
Showing 50 of 268 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 17, 2026269$1.7B13F-HR
Q4 2025Dec 31, 2025Jan 23, 2026265$1.8B13F-HR
Q3 2025Sep 30, 2025Oct 21, 2025262$1.7B13F-HR
Q2 2025Jun 30, 2025Jul 17, 2025258$1.6B13F-HR
Q1 2025Mar 31, 2025Apr 22, 2025250$1.5B13F-HR
Q4 2024Dec 31, 2024Jan 30, 2025263$1.6B13F-HR
Q3 2024Sep 30, 2024Nov 13, 2024273$1.6B13F-HR
Q2 2024Jun 30, 2024Jul 22, 2024244$1.4B13F-HR
Q1 2024Mar 31, 2024Apr 16, 2024246$1.4B13F-HR
Q4 2023Dec 31, 2023Feb 5, 2024246$1.4B13F-HR
Q3 2023Sep 30, 2023Oct 25, 2023234$1.3B13F-HR
Q2 2023Jun 30, 2023Jul 17, 2023242$1.4B13F-HR
Q1 2023Mar 31, 2023Apr 28, 2023243$1.3B13F-HR
Q4 2022Dec 31, 2022Jan 30, 2023235$1.3B13F-HR
Q3 2022Sep 30, 2022Oct 25, 2022222$1.2B13F-HR
Q2 2022Jun 30, 2022Jul 21, 2022249$1.3B13F-HR
Q1 2022Mar 31, 2022May 3, 2022273$1.5B13F-HR
Q4 2021Dec 31, 2021Feb 8, 2022276$1.5B13F-HR
Q3 2021Sep 30, 2021Nov 9, 2021262$1.4B13F-HR
Q2 2021Jun 30, 2021Aug 12, 2021265$1.4B13F-HR
Q1 2021Mar 31, 2021May 11, 2021242$1.3B13F-HR
Q4 2020Dec 31, 2020Feb 8, 2021230$1.2B13F-HR
Q3 2020Sep 30, 2020Oct 28, 2020206$1.1B13F-HR
Q2 2020Jun 30, 2020Aug 6, 2020200$975.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.