Gibson Capital, LLC

CIK

1427372

Location

WEXFORD, PA

Portfolio Value

Micro $79,649,626

Diversification

Diversified

Filing Date

Global Rank

#6,312 / 8,517 ▲ 473

Top Industry

Insurance - Diversified 31.0%

3Y Alpha vs SPY

+21.0%

Period ended 46 days ago

Filed Aug 13, 2026 · 2d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+184.8%

SPY

+75.3%

Annualised alpha

+21.2%

Max drawdown

−12.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

55 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

24.7%

−2.6 pts

Top 5

57.3%

−5.1 pts

Top 10

75.8%

−0.3 pts

HHI

995

Diversified−128

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	28.5%	$22,679,540	9
Unclassified	20.3%	$16,188,478	9
Industrials	19.7%	$15,698,441	8
Technology	14.9%	$11,895,752	11
Communication Services	6.2%	$4,962,162	2
Consumer Defensive	4.5%	$3,577,491	6
Consumer Cyclical	2.4%	$1,893,346	2
Energy	1.7%	$1,382,357	3
Healthcare	1.7%	$1,372,059	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	+10,248	13,324	$4,723,891
CVX	Chevron Corp	+504	4,352	$721,386
BRK-B	Berkshire Hathaway Inc	+372	7,910	$19,673,426
VEA	Vanguard FTSE Developed Markets ETF	+218	8,715	$620,943
MSFT	Microsoft Corp	+61	3,710	$1,383,904
IBIT	iShares Bitcoin Trust ETF	+34	20,529	$683,410
MO	Altria Group, Inc.	+17	9,573	$688,776
PG	PROCTER & GAMBLE Co	+7	1,895	$277,882
PNC	Pnc Financial Services Group, Inc.	+5	1,709	$420,789
XOM	ExxonMobil Holdings Corp	+5	3,234	$442,151
COST	Costco Wholesale Corp /New	+4	646	$604,313
MRK	Merck & Co., Inc.	+4	2,713	$348,620
MA	Mastercard Inc	+2	475	$243,959
MMM	3M Co	+2	3,247	$525,721
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
DCO	Ducommun Inc /De/	−11,737	50,492	$9,351,623
IAU	Ishares Gold Trust	−1,664	68,603	$5,180,212
NVDA	Nvidia Corp	−701	13,020	$2,605,170
AMZN	Amazon Com Inc	−550	6,257	$1,491,292
AAPL	Apple Inc.	−186	17,000	$4,919,119
META	Meta Platforms, Inc.	−112	423	$238,271
JPM	Jpmorgan Chase & Co	−98	1,185	$387,885
ETN	Eaton Corp plc	−48	811	$345,582
WMT	Walmart Inc.	−46	6,119	$693,037
VIG	Vanguard Dividend Appreciation ETF	−30	27,509	$6,509,179
VB	Vanguard Morningstar Small-Cap ETF	−20	5,156	$1,562,886
HD	Home Depot, Inc.	−11	1,140	$402,054
QQQ	Invesco Qqq Trust, Series 1	−8	1,043	$768,065
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
FN	Fabrinet	1,000	$562,080
AVGO	Broadcom Inc.	922	$348,285
LLY	ELI LILLY & Co	277	$332,241
KLAC	Kla Corp	1,000	$301,710
INTC	Intel Corp	1,957	$273,255
ABBV	AbbVie Inc.	917	$230,753
TPL	Texas Pacific Land Corp	500	$218,820
NSC	Norfolk Southern Corp	680	$213,921
CSCO	Cisco Systems, Inc.	1,781	$209,196
FIX	Comfort Systems USA Inc	101	$200,176
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
DXYZ	Destiny Tech100 Inc.	10,000	$267,800
PLTR	Palantir Technologies Inc.	1,582	$231,414
TSLA	Tesla, Inc.	578	$214,870
LMT	Lockheed Martin Corp	336	$203,074
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

55 tracked positions · $79,649,626 total · filing declares 141 positions · $609,505,383 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 55 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,910	+372	$19,673,426	+5.3%	24.70%
DCO	Ducommun Inc /De/ Industrials	Reduced	50,492	-11,737	$9,351,623	+23.2%	11.74%
VIG	Vanguard Dividend Appreciation ETF	Reduced	27,509	-30	$6,509,179	+9.9%	8.17%
IAU	Ishares Gold Trust	Reduced	68,603	-1,664	$5,180,212	−16.4%	6.50%
AAPL	Apple Inc. Technology	Reduced	17,000	-186	$4,919,119	+12.8%	6.18%
GOOGL	Alphabet Inc. Communication Services	Added	13,324	+10,248	$4,723,891	+434.4%	5.93%
CAT	Caterpillar Inc Industrials	Held	4,117	0	$4,384,192	+50.3%	5.50%
NVDA	Nvidia Corp Technology	Reduced	13,020	-701	$2,605,170	+8.9%	3.27%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	5,156	-20	$1,562,886	+15.3%	1.96%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,257	-550	$1,491,292	+5.2%	1.87%
MSFT	Microsoft Corp Technology	Added	3,710	+61	$1,383,904	+2.5%	1.74%
PM	Philip Morris International Inc. Consumer Defensive	Held	4,340	0	$785,148	+9.4%	0.99%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,043	-8	$768,065	+26.6%	0.96%
CVX	Chevron Corp Energy	Added	4,352	+504	$721,386	−9.4%	0.91%
WMT	Walmart Inc. Consumer Defensive	Reduced	6,119	-46	$693,037	−9.5%	0.87%
MO	Altria Group, Inc. Consumer Defensive	Added	9,573	+17	$688,776	+9.2%	0.86%
IBIT	iShares Bitcoin Trust ETF	Added	20,529	+34	$683,410	−13.2%	0.86%
VEA	Vanguard FTSE Developed Markets ETF	Added	8,715	+218	$620,943	+14.0%	0.78%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	646	+4	$604,313	−5.5%	0.76%
FN	Fabrinet Technology	NEW	1,000	NEW	$562,080	NEW	0.71%
KO	Coca Cola Co Consumer Defensive	Held	6,501	0	$528,335	+6.9%	0.66%
MMM	3M Co Industrials	Added	3,247	+2	$525,721	+11.6%	0.66%
V	Visa Inc. Financial Services	Held	1,368	0	$469,346	+13.5%	0.59%
ORCL	Oracle Corp Technology	Held	3,115	0	$456,502	−0.4%	0.57%
ESLT	Elbit Systems Ltd Industrials	Held	600	0	$455,232	−10.6%	0.57%
PNFP	Pinnacle Financial Partners, Inc. Financial Services	Held	4,429	0	$446,796	+17.1%	0.56%
XOM	ExxonMobil Holdings Corp Energy	Added	3,234	+5	$442,151	−19.3%	0.56%
IBM	International Business Machines Corp Technology	Held	1,572	0	$442,061	+16.0%	0.56%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	1,709	+5	$420,789	+18.7%	0.53%
FNB	Fnb Corp/Pa/ Financial Services	Held	21,776	0	$415,486	+14.1%	0.52%
FITB	Fifth Third Bancorp Financial Services	Held	7,313	0	$412,233	+21.3%	0.52%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,140	-11	$402,054	+6.2%	0.50%
COHR	Coherent Corp. Technology	Held	1,000	0	$394,470	+65.6%	0.50%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,185	-98	$387,885	+2.8%	0.49%
MRK	Merck & Co., Inc. Healthcare	Added	2,713	+4	$348,620	+7.0%	0.44%
AVGO	Broadcom Inc. Technology	NEW	922	NEW	$348,285	NEW	0.44%
ETN	Eaton Corp plc Industrials	Reduced	811	-48	$345,582	+12.5%	0.43%
LLY	ELI LILLY & Co Healthcare	NEW	277	NEW	$332,241	NEW	0.42%
SLV	iShares Silver Trust	Held	5,981	0	$319,804	−21.5%	0.40%
KLAC	Kla Corp Technology	NEW	1,000	NEW	$301,710	NEW	0.38%
GLD	Spdr Gold Trust	Held	800	0	$294,704	−14.4%	0.37%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,895	+7	$277,882	+1.9%	0.35%
INTC	Intel Corp Technology	NEW	1,957	NEW	$273,255	NEW	0.34%
BIV	Vanguard Intermediate-Term Bond ETF	Held	3,250	0	$249,275	−0.6%	0.31%
EHC	Encompass Health Corp Healthcare	Held	2,431	0	$245,725	+4.5%	0.31%
MA	Mastercard Inc Financial Services	Added	475	+2	$243,959	+3.2%	0.31%
META	Meta Platforms, Inc. Communication Services	Reduced	423	-112	$238,271	−22.2%	0.30%
ABBV	AbbVie Inc. Healthcare	NEW	917	NEW	$230,753	NEW	0.29%
FAST	Fastenal Co Industrials	Held	4,622	0	$221,994	+3.5%	0.28%
TPL	Texas Pacific Land Corp Energy	NEW	500	NEW	$218,820	NEW	0.27%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.