Latest Gibson Capital, LLC Stock Portfolio

Gibson Capital, LLC Performance:
2025 Q2: 0.97%YTD: 0.53%2024: 0.95%

Performance for 2025 Q2 is 0.97%, and YTD is 0.53%, and 2024 is 0.95%.

About Gibson Capital, LLC and 13F Hedge Fund Stock Holdings

Gibson Capital, LLC is a hedge fund based in WEXFORD, PA. On 24-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $2.1 Billions. In it's latest 13F Holdings report, Gibson Capital, LLC reported an equity portfolio of $506.5 Millions as of 30 Jun, 2025.

The top stock holdings of Gibson Capital, LLC are VB, VB, DFAC. The fund has invested 53% of it's portfolio in VANGUARD TOTAL STOCK MARKET ETF and 21.7% of portfolio in VANGUARD REAL ESTATE ETF.

The fund managers got completely rid off LOCKHEED MARTIN CORP COM (LMT), VANGUARD VALUE ETF (VB) and BROADCOM INC COM (AVGO) stocks. They significantly reduced their stock positions in META PLATFORMS INC CL A (META), SCHWAB U.S. LARGE-CAP ETF (FNDA) and PALANTIR TECHNOLOGIES INC CL A (PLTR). Gibson Capital, LLC opened new stock positions in AVANTIS EMERGING MARKETS VALUE ETF (AEMB), GE VERNOVA INC COM and ISHARES MSCI ACWI ETF (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES BITCOIN TRUST ETF, ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (IJR) and BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF (BOB).

Gibson Capital, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Gibson Capital, LLC made a return of 0.97% in the last quarter. In trailing 12 months, it's portfolio return was 0.85%.
2019202020212022202320242025−2002040Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
avantis emerging markets value etf1,981,700
ge vernova inc com373,433
ishares msci acwi etf211,540
ishares u.s. medical devices etf204,332
fastenal co com194,124
palmer square capital bdc inc com shs174,360

New stocks bought by Gibson Capital, LLC

Additions

Ticker% Inc.
ishares bitcoin trust etf314
ishares core s&p total u.s. stock market etf15.02
bridgeway omni small cap value tax-managed etf6.76
blackrock inc com1.13
ishares esg msci kld 400 etf0.5
vanguard real estate etf0.41
dimensional u.s. targeted value etf0.41
vanguard ftse developed markets etf0.17

Additions to existing portfolio by Gibson Capital, LLC

Reductions

Ticker% Reduced
meta platforms inc cl a-43.85
schwab u.s. large-cap etf-32.48
palantir technologies inc cl a-31.95
schwab fundamental emerging markets equity etf-29.71
strive 500 etf-27.05
alphabet inc cap stk cl a-25.88
home depot inc com-22.5
procter and gamble co com-22.1

Gibson Capital, LLC reduced stake in above stock

Sold off

Ticker$ Sold
vanguard value etf-256,864
broadcom inc com-143,333
lockheed martin corp com-285,001

Gibson Capital, LLC got rid off the above stocks

Sector Distribution

Gibson Capital, LLC has about 94.7% of it's holdings in Others sector.

96%
Sector%
Others94.7
Industrials1.9
Technology1.6

Market Cap. Distribution

Gibson Capital, LLC has about 2.6% of it's portfolio invested in the large-cap and mega-cap stocks.

95%
Category%
UNALLOCATED94.7
MEGA-CAP2.6
SMALL-CAP2.1

Stocks belong to which Index?

About 5% of the stocks held by Gibson Capital, LLC either belong to S&P 500 or RUSSELL 2000 index.

95%
Index%
Others95
S&P 5002.9
RUSSELL 20002.1
Top 5 Winners (%)%
PLTR
palantir technologies inc cl a
57.0 %
ORCL
oracle corp com
52.8 %
DCO
ducommun inc del com
42.1 %
NVDA
nvidia corporation com
41.4 %
ETN
eaton corp plc shs
31.3 %
Top 5 Winners ($)$
DCO
ducommun inc del com
2.6 M
NVDA
nvidia corporation com
0.7 M
MSFT
microsoft corp com
0.4 M
AMZN
amazon com inc com
0.2 M
ORCL
oracle corp com
0.2 M
Top 5 Losers (%)%
FAST
fastenal co com
-43.6 %
CVX
chevron corp new com
-14.4 %
MLNK
meridianlink inc common stock
-12.4 %
MRK
merck & co inc com
-11.8 %
XOM
exxon mobil corp com
-9.4 %
Top 5 Losers ($)$
AAPL
apple inc com
-0.2 M
MLNK
meridianlink inc common stock
-0.2 M
FAST
fastenal co com
-0.1 M
CVX
chevron corp new com
-0.1 M
MRK
merck & co inc com
0.0 M

Gibson Capital, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

VBVBDFACBOBVBDCOVIGDFACIAU..A..A..NV..VB..AE..AE..MS....A..M..V..I..E..D..B..I..V..F..I..C..F..I..W....V..A..G..Q..V..P..B..O..D..C..V..K..H..J..I..

Current Stock Holdings of Gibson Capital, LLC

Gibson Capital, LLC has 81 stocks in it's portfolio. About 90.2% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. DCO was the most profitable stock for Gibson Capital, LLC last quarter.

Last Reported on: 25 Jul, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions

Historical Trend of VANGUARD TOTAL STOCK MARKET ETF Position Held By Gibson Capital, LLC

What % of Portfolio is VB?:

No data available

Number of VB shares held:

No data available

Change in No. of Shares Held:

No data available