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Latest Gibson Capital, LLC Stock Portfolio

$537Million | 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 2026-04-17, 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. <br><br> 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. <br><br> 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 Equity Portfolio Value
Last Reported on: 17 Apr, 2026
$537Million
  as of Apr 17, 2026

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 com381,514
pnc finl svcs group inc com354,539
destiny tech100 inc com shs267,800
coherent corp com238,210
schwab us dividend equity etf219,147
tesla inc com214,872
fastenal co com214,461
lockheed martin corp com203,075
New stocks bought by Gibson Capital, LLC

Additions

Ticker% Inc.
meta platforms inc cl a46.58
chevron corporation com15.07
ishares tips bond etf13.02
eaton corp plc shs10.13
amazon com inc com8.82
alphabet inc cap stk cl a7.84
vanguard real estate etf5.11
fidelity enhanced international etf4.64
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.

  • Others
  • Industrials
  • Technology
Sector%
Others93.9
Industrials2.2
Technology1.8

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%
UNALLOCATED93.9
MEGA-CAP3.9
SMALL-CAP1.4

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%
Others94.1
S&P 5004.4
RUSSELL 20001.5
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.

$537.25MTotal Value
88.00Positions
17 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of Gibson Capital, LLC, last reported on 17 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Esg Msci Kld 400 Etf

Ishares Esg Msci Kld 400 Etf

AAXJ
Gibson Capital, LLC's holding in Ishares Esg Msci Kld 400 Etf over time
0.56%24,717
$3.00M
0.56%
decreased 0.1 percentreduced
AAXJ
Ishares Msci Acwi Etf

Ishares Msci Acwi Etf

AAXJ
Gibson Capital, LLC's holding in Ishares Msci Acwi Etf over time
0.04%1,645
$227.6K
0.04%
increased 0.06 percentadded
AEMB
Avantis Emerging Markets Value Etf

Avantis Emerging Markets Value Etf

AEMB
Gibson Capital, LLC's holding in Avantis Emerging Markets Value Etf over time
0.41%36,620
$2.20M
0.41%
decreased 1.09 percentreduced
AEMB
Avantis International Small Cap Value Etf

Avantis International Small Cap Value Etf

AEMB
Gibson Capital, LLC's holding in Avantis International Small Cap Value Etf over time
0.32%17,001
$1.70M
0.32%
decreased 18.01 percentreduced
BIL
State Street Spdr Dow Jones Reit Etf

State Street Spdr Dow Jones Reit Etf

BIL
Gibson Capital, LLC's holding in State Street Spdr Dow Jones Reit Etf over time
0.17%8,995
$908.2K
0.17%
unchanged 0 percentunchanged
BIV
Vanguard Intermediate-Term Bond Etf

Vanguard Intermediate-Term Bond Etf

BIV
Gibson Capital, LLC's holding in Vanguard Intermediate-Term Bond Etf over time
0.05%3,250
$250.8K
0.05%
decreased 9.6 percentreduced
BOB
Bridgeway Omni Small Cap Value Tax-Managed Etf

Bridgeway Omni Small Cap Value Tax-Managed Etf

BOB
Gibson Capital, LLC's holding in Bridgeway Omni Small Cap Value Tax-Managed Etf over time
2.94%622,367
$15.79M
2.94%
increased 0.15 percentadded
BOB
Strive 500 Etf

Strive 500 Etf

BOB
Gibson Capital, LLC's holding in Strive 500 Etf over time
0.09%10,900
$457.5K
0.09%
decreased 13.39 percentreduced
BOB
Freedom 100 Emerging Markets Etf

Freedom 100 Emerging Markets Etf

BOB
Gibson Capital, LLC's holding in Freedom 100 Emerging Markets Etf over time
0.05%4,574
$250.0K
0.05%
unchanged 0 percentunchanged
CWI
State Street Spdr Portfolio Developed World Ex-Us Etf

State Street Spdr Portfolio Developed World Ex-Us Etf

CWI
Gibson Capital, LLC's holding in State Street Spdr Portfolio Developed World Ex-Us Etf over time
0.06%7,002
$319.6K
0.06%
unchanged 0 percentunchanged
DFAC
Dimensional Us Sustainability Core 1 Etf

Dimensional Us Sustainability Core 1 Etf

DFAC
Gibson Capital, LLC's holding in Dimensional Us Sustainability Core 1 Etf over time
2.87%375,765
$15.44M
2.87%
unchanged 0 percentunchanged
DFAC
Dimensional U.S. Targeted Value Etf

Dimensional U.S. Targeted Value Etf

DFAC
Gibson Capital, LLC's holding in Dimensional U.S. Targeted Value Etf over time
1.05%90,022
$5.62M
1.05%
decreased 0.36 percentreduced