Guyasuta Investment Advisors Inc 13F 持仓 · 2026年Q2
Guyasuta Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 276 只证券，申报市值合计 19.36 亿美元。前几大持仓：GOOG（6.52%）、MSFT（5.02%）、BRKB（4.63%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $126.2M | 6.52% | 357,169 | 减持 |
| 2 | MSFT | MICROSOFT CORP | $97.1M | 5.02% | 260,246 | 增持 |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | $89.7M | 4.63% | 179,211 | 增持 |
| 4 | AMAT | APPLIED MATLS INC | $78.9M | 4.08% | 109,153 | 减持 |
| 5 | MA | MASTERCARD INCORPORATED | $76.8M | 3.97% | 149,615 | 增持 |
| 6 | RSG | REPUBLIC SVCS INC | $73.9M | 3.82% | 346,955 | 增持 |
| 7 | PNC | PNC FINL SVCS GROUP INC | $61.8M | 3.19% | 250,953 | 减持 |
| 8 | TEL | TE CONNECTIVITY PLC | $59.0M | 3.05% | 292,809 | 增持 |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | $58.0M | 3.00% | 115,679 | 增持 |
| 10 | VST | VISTRA CORP | $57.9M | 2.99% | 364,751 | 减持 |
| 11 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $56.6M | 2.92% | 118,491 | 减持 |
| 12 | ASML | ASML HLDG NV | $53.4M | 2.76% | 26,829 | 减持 |
| 13 | PWR | QUANTA SVCS INC | $50.7M | 2.62% | 70,447 | 减持 |
| 14 | LIN | LINDE PLC | $47.0M | 2.43% | 90,612 | 减持 |
| 15 | CVX | CHEVRON CORPORATION | $43.4M | 2.24% | 261,791 | 减持 |
| 16 | AMZN | AMAZON COM INC | $39.4M | 2.03% | 165,245 | 增持 |
| 17 | LOW | LOWES COS INC | $39.2M | 2.03% | 177,911 | 增持 |
| 18 | WCC | WESCO INTL INC | $37.6M | 1.94% | 108,709 | 减持 |
| 19 | TXN | TEXAS INSTRS INC | $34.4M | 1.77% | 115,250 | 减持 |
| 20 | MCD | MCDONALDS CORP | $29.6M | 1.53% | 109,576 | 增持 |
| 21 | NVDA | NVIDIA CORPORATION | $26.8M | 1.39% | 134,166 | 增持 |
| 22 | AAPL | APPLE INC | $26.4M | 1.37% | 91,383 | 增持 |
| 23 | JNJ | JOHNSON & JOHNSON | $26.1M | 1.35% | 102,689 | 减持 |
| 24 | PANW | PALO ALTO NETWORKS INC | $25.9M | 1.34% | 75,888 | 增持 |
| 25 | BDX | BECTON DICKINSON & CO | $24.0M | 1.24% | 158,657 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR