Gibson Capital, LLC

CIK

1427372

Location

WEXFORD, PA

Portfolio Value

Micro $44,584,064

Diversification

Diversified

Filing Date

Global Rank

#6,973 / 8,603 ▲ 194 · as of Mar 2026

Top Industry

Aerospace & Defense 22.9%

3Y Alpha vs SPY

+4.9%

Period ended 3 months ago

Filed Apr 17, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+98.0%

SPY

+76.0%

Annualised alpha

+4.8%

Max drawdown

−14.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

44 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

17.0%

+1.0 pts

Top 5

55.3%

−0.5 pts

Top 10

70.5%

−2.8 pts

HHI

771

Diversified−10

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	27.4%	$12,214,162	7
Technology	21.1%	$9,414,232	7
Unclassified	18.7%	$8,340,547	5
Financial Services	14.7%	$6,546,757	10
Consumer Defensive	7.9%	$3,521,166	6
Consumer Cyclical	4.5%	$2,011,115	3
Communication Services	2.1%	$954,824	2
Energy	1.8%	$796,150	1
Healthcare	1.8%	$785,111	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+698	17,186	$4,361,633
AMZN	Amazon Com Inc	+552	6,807	$1,417,693
CVX	Chevron Corp	+504	3,848	$796,150
META	Meta Platforms, Inc.	+170	535	$306,089
GOOGL	Alphabet Inc.	+164	2,256	$648,735
BRK-B	Berkshire Hathaway Inc	+113	7,517	$3,602,145
EHC	Encompass Health Corp	+101	2,431	$235,150
ETN	Eaton Corp plc	+79	859	$307,238
WMT	Walmart Inc.	+46	6,165	$766,185
V	Visa Inc.	+40	1,368	$413,464
JPM	Jpmorgan Chase & Co	+28	1,283	$377,406
QQQ	Invesco Qqq Trust, Series 1	+25	1,051	$606,615
MSFT	Microsoft Corp	+22	3,649	$1,350,749
MO	Altria Group, Inc.	+22	9,556	$630,599
HD	Home Depot, Inc.	+22	1,151	$378,552
PG	PROCTER & GAMBLE Co	+8	1,888	$272,701
IBM	International Business Machines Corp	+4	1,572	$381,037
MMM	3M Co	+3	3,245	$471,270
ORCL	Oracle Corp	+1	3,115	$458,247
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
DCO	Ducommun Inc /De/	−8,000	62,229	$7,591,938
IBIT	iShares Bitcoin Trust ETF	−469	20,495	$787,417
NVDA	Nvidia Corp	−463	13,721	$2,392,942
SLV	iShares Silver Trust	−322	5,981	$407,545
BLK	BlackRock, Inc.	−90	218	$209,652
COST	Costco Wholesale Corp /New	−44	642	$639,707
IAU	Ishares Gold Trust	−4	70,267	$6,194,738
MA	Mastercard Inc	−2	473	$236,338
MRK	Merck & Co., Inc.	−1	2,709	$325,864
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
PNFP	Pinnacle Financial Partners, Inc.	4,429	$381,513
PNC	Pnc Financial Services Group, Inc.	1,704	$354,584
DXYZ	Destiny Tech100 Inc.	10,000	$267,800
COHR	Coherent Corp.	1,000	$238,210
TSLA	Tesla, Inc.	578	$214,870
FAST	Fastenal Co	4,622	$214,460
LMT	Lockheed Martin Corp	336	$203,074
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

44 positions · $44,584,064 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DCO	Ducommun Inc /De/ Industrials	Reduced	62,229	-8,000	$7,591,938	+13.6%	17.03%
IAU	Ishares Gold Trust	Reduced	70,267	-4	$6,194,738	+8.6%	13.89%
AAPL	Apple Inc. Technology	Added	17,186	+698	$4,361,633	−2.7%	9.78%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,517	+113	$3,602,145	−3.2%	8.08%
CAT	Caterpillar Inc Industrials	Held	4,117	0	$2,916,728	+23.7%	6.54%
NVDA	Nvidia Corp Technology	Reduced	13,721	-463	$2,392,942	−9.5%	5.37%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,807	+552	$1,417,693	−1.8%	3.18%
MSFT	Microsoft Corp Technology	Added	3,649	+22	$1,350,749	−23.0%	3.03%
CVX	Chevron Corp Energy	Added	3,848	+504	$796,150	+56.2%	1.79%
IBIT	iShares Bitcoin Trust ETF	Reduced	20,495	-469	$787,417	−24.3%	1.77%
WMT	Walmart Inc. Consumer Defensive	Added	6,165	+46	$766,185	+12.4%	1.72%
PM	Philip Morris International Inc. Consumer Defensive	Held	4,340	0	$717,574	+3.1%	1.61%
GOOGL	Alphabet Inc. Communication Services	Added	2,256	+164	$648,735	−0.9%	1.46%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	642	-44	$639,707	+8.1%	1.43%
MO	Altria Group, Inc. Consumer Defensive	Added	9,556	+22	$630,599	+14.7%	1.41%
QQQ	Invesco Qqq Trust, Series 1	Added	1,051	+25	$606,615	−3.8%	1.36%
ESLT	Elbit Systems Ltd Industrials	Held	600	0	$509,454	+47.0%	1.14%
KO	Coca Cola Co Consumer Defensive	Held	6,501	0	$494,400	+8.8%	1.11%
MMM	3M Co Industrials	Added	3,245	+3	$471,270	−9.2%	1.06%
ORCL	Oracle Corp Technology	Added	3,115	+1	$458,247	−24.5%	1.03%
V	Visa Inc. Financial Services	Added	1,368	+40	$413,464	−11.2%	0.93%
SLV	iShares Silver Trust	Reduced	5,981	-322	$407,545	+0.4%	0.91%
PNFP	Pinnacle Financial Partners, Inc. Financial Services	NEW	4,429	NEW	$381,513	NEW	0.86%
IBM	International Business Machines Corp Technology	Added	1,572	+4	$381,037	−18.0%	0.85%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,151	+22	$378,552	−2.6%	0.85%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,283	+28	$377,406	−6.7%	0.85%
FNB	Fnb Corp/Pa/ Financial Services	Held	21,776	0	$364,094	−2.2%	0.82%
PNC	Pnc Financial Services Group, Inc. Financial Services	NEW	1,704	NEW	$354,584	NEW	0.80%
GLD	Spdr Gold Trust	Held	800	0	$344,232	+8.6%	0.77%
FITB	Fifth Third Bancorp Financial Services	Held	7,313	0	$339,761	−0.7%	0.76%
MRK	Merck & Co., Inc. Healthcare	Reduced	2,709	-1	$325,864	+14.2%	0.73%
ETN	Eaton Corp plc Industrials	Added	859	+79	$307,238	+23.7%	0.69%
META	Meta Platforms, Inc. Communication Services	Added	535	+170	$306,089	+27.0%	0.69%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,888	+8	$272,701	+1.2%	0.61%
DXYZ	Destiny Tech100 Inc. Financial Services	NEW	10,000	NEW	$267,800	NEW	0.60%
COHR	Coherent Corp. Technology	NEW	1,000	NEW	$238,210	NEW	0.53%
MA	Mastercard Inc Financial Services	Reduced	473	-2	$236,338	−12.8%	0.53%
EHC	Encompass Health Corp Healthcare	Added	2,431	+101	$235,150	−4.9%	0.53%
PLTR	Palantir Technologies Inc. Technology	Held	1,582	0	$231,414	−17.7%	0.52%
SYK	Stryker Corp Healthcare	Held	682	0	$224,097	−6.5%	0.50%
TSLA	Tesla, Inc. Consumer Cyclical	NEW	578	NEW	$214,870	NEW	0.48%
FAST	Fastenal Co Industrials	NEW	4,622	NEW	$214,460	NEW	0.48%
BLK	BlackRock, Inc. Financial Services	Reduced	218	-90	$209,652	−36.4%	0.47%
LMT	Lockheed Martin Corp Industrials	NEW	336	NEW	$203,074	NEW	0.46%