Latest Gibson Capital, LLC Stock Portfolio
$609Million | No. of Holdings #87
Gibson Capital, LLC Performance
2026 Q1-2.09%
YTD-2.09%
2025+12.01%
About Gibson Capital, LLC and 13F Hedge Fund Stock Holdings
Gibson Capital, LLC is a hedge fund based in Wexford, PA. On 2026-08-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Gibson Capital, LLC reported an equity portfolio of $609.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Gibson Capital, LLC are VB, VB, BOB. The fund has invested 51.3% of it's portfolio in VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF and 22.1% of portfolio in VANGUARD REAL ESTATE ETF. <br><br> The fund managers got completely rid off DESTINY TECH100 INC COM SHS, PALANTIR TECHNOLOGIES INC CL A (PLTR) and TESLA INC COM (TSLA) stocks. They significantly reduced their stock positions in GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF (GBIL), META PLATFORMS INC CL A (META) and DUCOMMUN INC DEL COM (DCO). Gibson Capital, LLC opened new stock positions in FABRINET SHS (FN), BROADCOM INC COM (AVGO) and ELI LILLY & CO COM (LLY). The fund showed a lot of confidence in some stocks as they added substantially to ALPHABET INC CAP STK CL C (GOOG), ISHARES RUSSELL 1000 GROWTH ETF (IJR) and VANGUARD MORNINGSTAR MID-CAP ETF (VB).
Gibson Capital, LLC Equity Portfolio Value
Last Reported on: 13 Aug, 2026
$609Million
as of Aug 13, 2026Gibson 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 |
|---|---|
| fabrinet shs | 562,080 |
| broadcom inc com | 348,304 |
| eli lilly & co com | 332,242 |
| kla corp com new | 301,710 |
| intel corp com | 273,256 |
| abbvie inc com | 230,788 |
| texas pacific land corporation com | 218,820 |
| norfolk southn corp com | 214,028 |
New stocks bought by Gibson Capital, LLC
Additions
| Ticker | % Inc. |
|---|---|
| alphabet inc cap stk cl c | 1,038 |
| ishares russell 1000 growth etf | 300 |
| vanguard morningstar mid-cap etf | 297 |
| alphabet inc cap stk cl a | 76.91 |
| chevron corporation com | 13.1 |
| bridgeway omni small cap value tax-managed etf | 5.45 |
| schwab u.s. broad market etf | 5.32 |
| berkshire hathaway inc del cl b new | 4.95 |
Additions to existing portfolio by Gibson Capital, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| goldman sachs just u.s. large cap equity etf | -23.46 |
| meta platforms inc cl a | -20.93 |
| ducommun inc del com | -18.86 |
| amazon com inc com | -8.08 |
| jpmorgan chase & co com | -7.64 |
| schwab fundamental emerging markets equity etf | -7.34 |
| vanguard s&p 500 etf | -6.35 |
| eaton corp plc shs | -5.59 |
Gibson Capital, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| destiny tech100 inc com shs | -267,800 |
| palantir technologies inc cl a | -231,415 |
| tesla inc com | -214,872 |
| lockheed martin corp com | -203,075 |
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.
- Others
- Industrials
- Technology
| 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.
- UNALLOCATED
- MEGA-CAP
- SMALL-CAP
| 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.
- Others
- S&P 500
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 94.1 |
| S&P 500 | 4.4 |
| RUSSELL 2000 | 1.5 |
| 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.
$609.50MTotal Value
98.00Positions
13 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Apple Inc Com Apple Inc ComAAPL Gibson Capital, LLC's holding in Apple Inc Com over time | 0.81% | 17,000 | $4.92M 0.81% | 1.08%decreased 1.08 percentreduced | |
 AAXJ Ishares Esg Msci Kld 400 EtfIshares Esg Msci Kld 400 EtfAAXJ | 0.58% | 24,715 | $3.52M 0.58% | 0.01%decreased 0.01 percentreduced | |
AAXJ Ishares Msci Acwi EtfIshares Msci Acwi EtfAAXJ | 0.04% | 1,645 | $258.2K 0.04% | 0%unchanged 0 percentunchanged | |
 Abbvie Inc Com Abbvie Inc ComABBV Gibson Capital, LLC's holding in Abbvie Inc Com over time | 0.04% | 917 | $230.8K 0.04% | Newnew position | |
 AEMB Avantis Emerging Markets Value EtfAvantis Emerging Markets Value EtfAEMB | 0.39% | 36,601 | $2.40M 0.39% | 0.05%decreased 0.05 percentreduced | |
AEMB Avantis International Small Cap Value EtfAvantis International Small Cap Value EtfAEMB | 0.27% | 16,162 | $1.67M 0.27% | 4.94%decreased 4.94 percentreduced | |
 Ishares Msci Usa Min Vol Factor Etf Gibson Capital, LLC's holding in Ishares Msci Usa Min Vol Factor Etf over time | 0.09% | 5,346 | $515.7K 0.09% | 0%unchanged 0 percentunchanged | |
 Amazon Com Inc Com Gibson Capital, LLC's holding in Amazon Com Inc Com over time | 0.24% | 6,257 | $1.49M 0.24% | 8.08%decreased 8.08 percentreduced | |
 Broadcom Inc Com Broadcom Inc ComAVGO Gibson Capital, LLC's holding in Broadcom Inc Com over time | 0.06% | 922 | $348.3K 0.06% | Newnew position | |
 BIL State Street Spdr Dow Jones Reit EtfState Street Spdr Dow Jones Reit EtfBIL | 0.17% | 8,995 | $1.02M 0.17% | 0%unchanged 0 percentunchanged | |
 BIV Vanguard Intermediate-Term Bond EtfVanguard Intermediate-Term Bond EtfBIV | 0.04% | 3,250 | $249.3K 0.04% | 0%unchanged 0 percentunchanged | |
 BOB Bridgeway Omni Small Cap Value Tax-Managed EtfBridgeway Omni Small Cap Value Tax-Managed EtfBOB | 3.14% | 656,307 | $19.16M 3.14% | 5.45%increased 5.45 percentadded | |
BOB Strive 500 EtfStrive 500 EtfBOB | 0.09% | 10,745 | $519.0K 0.09% | 1.42%decreased 1.42 percentreduced | |
BOB Freedom 100 Emerging Markets EtfFreedom 100 Emerging Markets EtfBOB | 0.06% | 4,574 | $333.4K 0.06% | 0%unchanged 0 percentunchanged | |
 Caterpillar Inc Com Gibson Capital, LLC's holding in Caterpillar Inc Com over time | 0.72% | 4,117 | $4.38M 0.72% | 0%unchanged 0 percentunchanged | |
 Coherent Corp Com Gibson Capital, LLC's holding in Coherent Corp Com over time | 0.06% | 1,000 | $394.5K 0.06% | 0%unchanged 0 percentunchanged | |
 Costco Wholesale Corporation Com Gibson Capital, LLC's holding in Costco Wholesale Corporation Com over time | 0.1% | 646 | $604.3K 0.1% | 0.62%increased 0.62 percentadded | |
 Cisco Sys Inc Com Gibson Capital, LLC's holding in Cisco Sys Inc Com over time | 0.03% | 1,781 | $209.2K 0.03% | Newnew position | |
 Chevron Corporation Com Gibson Capital, LLC's holding in Chevron Corporation Com over time | 0.12% | 4,352 | $721.3K 0.12% | 13.1%increased 13.1 percentadded | |
 CWI State Street Spdr Portfolio Developed World Ex-Us EtfState Street Spdr Portfolio Developed World Ex-Us EtfCWI | 0.06% | 7,002 | $352.8K 0.06% | 0%unchanged 0 percentunchanged | |