GUYASUTA INVESTMENT ADVISORS INC logo

GUYASUTA INVESTMENT ADVISORS INC

RIA/Wealth

GUYASUTA INVESTMENT ADVISORS INC is a RIA/Wealth based in Pittsburgh, PA led by Henry Shaw Beukema, reporting $2.4B in AUM as of Q3 2025 with MSFT as the largest holding (8% allocation).

CEOHenry Shaw Beukema
Portfolio Value
$1.7B
Positions
261
Top Holding
MSFT at 7.76%
Last Reported
Q3 2025
Address285 Kappa Drive, Suite 220, Pittsburgh, PA, 15238, United States

Top Holdings

Largest long holdings in GUYASUTA INVESTMENT ADVISORS INC's portfolio (45% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Software - Infrastructure
Technology
$134.9M
7.76%
-$861.4K
Sold
0.00%
260.4K shares
Internet Content & Information
Communication Services
$94.9M
5.46%
+$108.6K
Bought
0.00%
389.8K shares
3
Vistra logo
Independent Power Producers
Utilities
$90.2M
5.19%
-$1.1M
Sold
0.14%
460.3K shares
Insurance - Diversified
Financial Services
$88.9M
5.11%
-$2.8M
Sold
0.01%
176.8K shares
Financial - Credit Services
Financial Services
$83.9M
4.82%
+$194.5K
Bought
0.02%
147.5K shares
Waste Management
Industrials
$77.5M
4.46%
+$587.0K
Bought
0.11%
337.7K shares
Hardware, Equipment & Parts
Technology
$64.6M
3.72%
+$120.3K
Bought
0.10%
294.4K shares
Medical - Diagnostics & Research
Healthcare
$54.1M
3.11%
+$739.2K
Bought
0.03%
111.4K shares
Banks - Regional
Financial Services
$50.2M
2.88%
+$333.7K
Bought
0.06%
249.7K shares
Home Improvement
Consumer Cyclical
$43.8M
2.52%
+$150.8K
Bought
0.03%
174.5K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in GUYASUTA INVESTMENT ADVISORS INC's latest filing

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Market Value
$1.7B
Prior: $1.6B
Q/Q Change
+6.52%
+$106.4M
Net Flows % of MV
-0.278%
Turnover Ratio
1.75%
New Purchases
7 stocks
$2.2M
Added To
70 stocks
+$33.1M
Sold Out Of
8 stocks
$2.1M
Reduced Holdings
83 stocks
-$38.0M

Increased Positions

PositionShares Δ
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Decreased Positions

PositionShares Δ
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Analytics

Portfolio insights and performance metrics for GUYASUTA INVESTMENT ADVISORS INC

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Sector Allocation

Technology: 22.50%TechnologyFinancial Services: 14.70%Financial ServicesIndustrials: 14.00%IndustrialsHealthcare: 8.90%HealthcareCommunication Services: 8.80%Communication ServicesConsumer Cyclical: 7.50%Utilities: 5.40%Basic Materials: 5.30%ETF: 4.00%Energy: 3.30%Consumer Defensive: 3.30%Real Estate: 0.20%
Technology
22.50%
Financial Services
14.70%
Industrials
14.00%
Healthcare
8.90%
Communication Services
8.80%
Consumer Cyclical
7.50%
Utilities
5.40%
Basic Materials
5.30%
ETF
4.00%
Energy
3.30%
Consumer Defensive
3.30%
Real Estate
0.20%

Market Cap Distribution

Mega Cap (> $200B): 45.35%Mega Cap (> $200B)Large Cap ($10B - $200B): 43.73%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 1.96%Small Cap ($300M - $2B): 0.14%Nano Cap (< $50M): 1.36%N/A (ETF or Unknown): 7.47%
Mega Cap (> $200B)
45.35%
Large Cap ($10B - $200B)
43.73%
Mid Cap ($2B - $10B)
1.96%
Small Cap ($300M - $2B)
0.14%
Nano Cap (< $50M)
1.36%
N/A (ETF or Unknown)
7.47%

Portfolio Concentration

Top 10 Holdings %
45.02%
Top 20 Holdings %
63.02%
Top 50 Holdings %
86.61%
Top 100 Holdings %
94.83%

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