Latest Gibson Capital, LLC Stock Portfolio

Gibson Capital, LLC Performance:

2025 Q4: 0.9%YTD: 12.01%2024: 15.7%

Performance for 2025 Q4 is 0.9%, and YTD is 12.01%, and 2024 is 15.7%.

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

Gibson Capital, LLC is a hedge fund based in Wexford, PA. On 2026-02-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Gibson Capital, LLC reported an equity portfolio of $545.2 Millions as of 31 Dec, 2025.

The top stock holdings of Gibson Capital, LLC are VB, VB, DFAC. The fund has invested 52.9% of it's portfolio in VANGUARD TOTAL STOCK MARKET ETF and 21.4% of portfolio in VANGUARD REAL ESTATE ETF.

The fund managers got completely rid off MERIDIANLINK INC COMMON STOCK (MLNK), TRANE TECHNOLOGIES PLC SHS (TT) and TESLA INC COM (TSLA) stocks. They significantly reduced their stock positions in COSTCO WHOLESALE CORPORATION COM (COST), PALANTIR TECHNOLOGIES INC CL A (PLTR) and MERCK & CO INC COM (MRK). Gibson Capital, LLC opened new stock positions in ISHARES SILVER TRUST (SLV). The fund showed a lot of confidence in some stocks as they added substantially to FIFTH THIRD BANCORP COM (FITB), F N B CORP COM (FNB) and ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (IJR).

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

Our best estimate is that Gibson Capital, LLC made a return of 0.9% in the last quarter. In trailing 12 months, it's portfolio return was 12.01%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares silver trust	406,039

New stocks bought by Gibson Capital, LLC

Additions

Ticker	% Inc.
fifth third bancorp com	27.45
f n b corp com	19.66
ishares core s&p total u.s. stock market etf	17.41
microsoft corp com	9.31
vanguard real estate etf	5.98
blackrock inc com	3.36
fidelity enhanced international etf	1.83
bridgeway omni small cap value tax-managed etf	0.53

Additions to existing portfolio by Gibson Capital, LLC

Reductions

Ticker	% Reduced
costco wholesale corporation com	-29.64
palantir technologies inc cl a	-24.74
merck & co inc com	-17.38
fidelity enhanced large cap growth etf	-12.99
invesco qqq trust series i	-10.63
ishares msci usa min vol factor etf	-9.07
jpmorgan chase & co. com	-7.65
home depot inc com	-7.53

Gibson Capital, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
meridianlink inc common stock	-1,615,330
palmer square capital bdc inc com shs	-153,252
fastenal co com	-226,663
trane technologies plc shs	-339,736
norfolk southn corp com	-201,687
tesla inc com	-256,159
spdr dow jones industrial average etf trust	-238,826
synopsys inc com	-248,521

Gibson Capital, LLC got rid off the above stocks

Sector Distribution

Gibson Capital, LLC has about 94.4% of it's holdings in Others sector.

Sector	%
Others	94.4
Technology	1.9
Industrials	1.8

Market Cap. Distribution

Gibson Capital, LLC has about 3.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	94.4
MEGA-CAP	3.1
SMALL-CAP	1.3

Stocks belong to which Index?

About 5.4% of the stocks held by Gibson Capital, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	94.6
S&P 500	4.1
RUSSELL 2000	1.3

Top 5 Winners (%)		%
GOOG	alphabet inc cap stk cl c	28.9 %
GOOG	alphabet inc cap stk cl a	28.8 %
MRK	merck & co inc com	23.2 %
CAT	caterpillar inc com	20.1 %
BOB	freedom 100 emerging markets etf	15.7 %

Top 5 Winners ($)		$
VB	vanguard total stock market etf	6.2 M
IAU	ishares gold trust	0.6 M
BOB	bridgeway omni small cap value tax-managed etf	0.4 M
CAT	caterpillar inc com	0.4 M
DFAC	dimensional us sustainability core 1 etf	0.4 M

Top 5 Losers (%)		%
ORCL	oracle corp com	-30.4 %
	ishares bitcoin trust etf	-22.8 %
EHC	encompass health corp com	-16.0 %
ETN	eaton corp plc shs	-14.9 %
HD	home depot inc com	-14.5 %

Top 5 Losers ($)		$
VB	vanguard real estate etf	-3.8 M
	ishares bitcoin trust etf	-0.3 M
ORCL	oracle corp com	-0.3 M
MSFT	microsoft corp com	-0.1 M
MO	altria group inc com	-0.1 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 80 stocks in it's portfolio. About 89.3% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Gibson Capital, LLC last quarter.

Last Reported on: 05 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc com	0.82	16,488	4,482,620	reduced	-0.25

AAXJ	ishares esg msci kld 400 etf	0.58	24,741	3,187,380	reduced	-1.52

AAXJ	ishares msci acwi etf	0.04	1,644	232,743	reduced	-0.06

AEMB	avantis emerging markets value etf	0.40	37,025	2,158,930	unchanged	0.00

AEMB	avantis international small cap value etf	0.36	20,736	1,948,590	added	0.08

AMPS	ishares msci usa min vol factor etf	0.09	5,346	503,379	reduced	-9.07

AMZN	amazon com inc com	0.26	6,255	1,444,020	reduced	-1.01

BIL	state street spdr dow jones reit etf	0.16	8,995	883,579	unchanged	0.00

BIV	vanguard intermediate-term bond etf	0.05	3,595	279,979	unchanged	0.00

BOB	bridgeway omni small cap value tax-managed etf	2.66	621,416	14,479,000	added	0.53

BOB	strive 500 etf	0.10	12,585	554,810	reduced	-0.91

BOB	freedom 100 emerging markets etf	0.04	4,574	234,509	unchanged	0.00

CAT	caterpillar inc com	0.43	4,117	2,358,510	reduced	-0.02

COST	costco wholesale corporation com	0.11	686	591,565	reduced	-29.64

CVX	chevron corp new com	0.09	3,344	509,752	added	0.12

CWI	spdr portfolio developed world ex-us etf	0.06	7,002	310,959	unchanged	0.00

DCO	ducommun inc del com	1.23	70,229	6,680,880	reduced	-6.65

DFAC	dimensional us sustainability core 1 etf	2.99	375,765	16,319,500	unchanged	0.00

DFAC	dimensional u.s. targeted value etf	0.99	90,351	5,379,500	added	0.17

DFAC	dimensional emerging markets value etf	0.13	21,371	721,065	added	0.03