Latest Gibson Capital, LLC Stock Portfolio

Gibson Capital, LLC Performance:

2026 Q1: -2.09%YTD: -2.09%2025: 12.01%

Performance for 2026 Q1 is -2.09%, and YTD is -2.09%, and 2025 is 12.01%.

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

Gibson Capital, LLC is a hedge fund based in Wexford, PA. On 2026-04-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Gibson Capital, LLC reported an equity portfolio of $537.2 Millions as of 31 Mar, 2026.

The top stock holdings of Gibson Capital, LLC are VB, VB, BOB. The fund has invested 50.9% of it's portfolio in VANGUARD TOTAL STOCK MARKET ETF and 22.9% of portfolio in VANGUARD REAL ESTATE ETF.

The fund managers got completely rid off PINNACLE FINL PARTNERS INC COM (PNFP) stocks. They significantly reduced their stock positions in BLACKROCK INC COM, AVANTIS INTERNATIONAL SMALL CAP VALUE ETF (AEMB) and STRIVE 500 ETF (BOB). Gibson Capital, LLC opened new stock positions in PINNACLE FINL PARTNERS INC COM, PNC FINL SVCS GROUP INC COM (PNC) and COHERENT CORP COM (COHR). The fund showed a lot of confidence in some stocks as they added substantially to META PLATFORMS INC CL A (META), CHEVRON CORPORATION COM (CVX) and ISHARES TIPS BOND ETF (IJR).

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

Our best estimate is that Gibson Capital, LLC made a return of -2.09% in the last quarter. In trailing 12 months, it's portfolio return was 12.67%.

Performance
S&P 500

New Buys

Ticker	$ Bought
pinnacle finl partners inc com	381,514
pnc finl svcs group inc com	354,539
destiny tech100 inc com shs	267,800
coherent corp com	238,210
schwab us dividend equity etf	219,147
tesla inc com	214,872
fastenal co com	214,461
lockheed martin corp com	203,075

New stocks bought by Gibson Capital, LLC

Additions

Ticker	% Inc.
meta platforms inc cl a	46.58
chevron corporation com	15.07
ishares tips bond etf	13.02
eaton corp plc shs	10.13
amazon com inc com	8.82
alphabet inc cap stk cl a	7.84
vanguard real estate etf	5.11
fidelity enhanced international etf	4.64

Additions to existing portfolio by Gibson Capital, LLC

Reductions

Ticker	% Reduced
blackrock inc com	-29.22
avantis international small cap value etf	-18.01
strive 500 etf	-13.39
ducommun inc del com	-11.39
vanguard intermediate-term bond etf	-9.6
costco wholesale corporation com	-6.41
schwab u.s. broad market etf	-5.56
ishares silver trust	-5.11

Gibson Capital, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
pinnacle finl partners inc com	-422,189

Gibson Capital, LLC got rid off the above stocks

Sector Distribution

Gibson Capital, LLC has about 93.9% of it's holdings in Others sector.

Sector	%
Others	93.9
Industrials	2.2
Technology	1.8

Market Cap. Distribution

Gibson Capital, LLC has about 3.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	93.9
MEGA-CAP	3.9
SMALL-CAP	1.4

Stocks belong to which Index?

About 5.9% of the stocks held by Gibson Capital, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	94.1
S&P 500	4.4
RUSSELL 2000	1.5

Top 5 Winners (%)		%
ESLT	elbit sys ltd ord	47.0 %
XOM	exxon mobil corp com	40.9 %
CVX	chevron corporation com	32.6 %
DCO	ducommun inc del com	26.6 %
CAT	caterpillar inc com	23.7 %

Top 5 Winners ($)		$
DCO	ducommun inc del com	1.8 M
BOB	bridgeway omni small cap value tax-managed etf	1.3 M
CAT	caterpillar inc com	0.6 M
IAU	ishares gold trust	0.5 M
VB	vanguard real estate etf	0.3 M

Top 5 Losers (%)		%
ORCL	oracle corp com	-24.5 %
MSFT	microsoft corp com	-23.4 %
	ishares bitcoin trust etf	-22.4 %
IBM	international business machs com	-18.2 %
PLTR	palantir technologies inc cl a	-17.7 %

Top 5 Losers ($)		$
VB	vanguard total stock market etf	-12.4 M
DFAC	dimensional us sustainability core 1 etf	-0.9 M
	berkshire hathaway inc del cl a	-0.8 M
VB	vanguard large-cap etf	-0.6 M
MSFT	microsoft corp com	-0.4 M

Gibson Capital, LLC Holdings Map

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

Current Stock Holdings of Gibson Capital, LLC

Gibson Capital, LLC has 87 stocks in it's portfolio. About 89.1% of the portfolio is in top 10 stocks. VB 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: 17 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc com	0.81	17,186	4,361,690	added	4.23

AAXJ	ishares esg msci kld 400 etf	0.56	24,717	2,995,450	reduced	-0.1

AAXJ	ishares msci acwi etf	0.04	1,645	227,611	added	0.06

AEMB	avantis emerging markets value etf	0.41	36,620	2,196,470	reduced	-1.09

AEMB	avantis international small cap value etf	0.32	17,001	1,697,730	reduced	-18.01

AMPS	ishares msci usa min vol factor etf	0.09	5,346	495,788	unchanged	0.00

AMZN	amazon com inc com	0.26	6,807	1,417,620	added	8.82

BIL	state street spdr dow jones reit etf	0.17	8,995	908,225	unchanged	0.00

BIV	vanguard intermediate-term bond etf	0.05	3,250	250,835	reduced	-9.6

BOB	bridgeway omni small cap value tax-managed etf	2.94	622,367	15,789,500	added	0.15

BOB	strive 500 etf	0.09	10,900	457,473	reduced	-13.39

BOB	freedom 100 emerging markets etf	0.05	4,574	249,969	unchanged	0.00

CAT	caterpillar inc com	0.54	4,117	2,916,740	unchanged	0.00

COHR	coherent corp com	0.04	1,000	238,210	new

COST	costco wholesale corporation com	0.12	642	639,708	reduced	-6.41

CVX	chevron corporation com	0.15	3,848	796,153	added	15.07

CWI	state street spdr portfolio developed world ex-us etf	0.06	7,002	319,641	unchanged	0.00

DCO	ducommun inc del com	1.41	62,229	7,591,940	reduced	-11.39

DFAC	dimensional us sustainability core 1 etf	2.87	375,765	15,440,200	unchanged	0.00

DFAC	dimensional u.s. targeted value etf	1.05	90,022	5,621,870	reduced	-0.36