Gibson Wealth Advisors LLC
Filing Date
Global Rank
#7,412
/ 8,605
▲ 207
· as of Mar 2026
Top Industry
Railroads
24.7%
3Y Alpha vs SPY
-6.5%
Period ended 3 months ago
Filed Apr 14, 2026 · 3mo
14 quarters · since Dec 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+51.5%
SPY
+76.5%
Annualised alpha
-6.0%
Max drawdown
−17.2%
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
26 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
24.7%
−2.3 pts
Top 5
57.0%
−2.5 pts
Top 10
77.6%
−2.2 pts
HHI
1,005
Diversified−113
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 28.0% | $7,369,184 |
| Technology | 18.3% | $4,830,532 |
| Utilities | 16.1% | $4,231,883 |
| Energy | 11.9% | $3,128,884 |
| Consumer Defensive | 10.9% | $2,878,379 |
| Healthcare | 6.5% | $1,702,994 |
| Financial Services | 3.1% | $821,563 |
| Communication Services | 2.7% | $701,876 |
| Consumer Cyclical | 2.6% | $671,706 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TXN | Texas Instruments Inc | −60 | 1,626 | $315,671 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
26 positions ·
$26,337,001 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 22,709 | $6,517,483 | 24.75% | |
| CVX |
Chevron Corp
Energy
|
Held | 12,698 | $2,627,216 | 9.98% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 12,417 | $2,165,524 | 8.22% | |
| DUK |
Duke Energy CORP
Utilities
|
Held | 15,000 | $1,964,100 | 7.46% | |
| AAPL |
Apple Inc.
Technology
|
Added | 6,834 | $1,734,400 | 6.59% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 12,105 | $1,456,110 | 5.53% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 8,050 | $1,250,084 | 4.75% | |
| EVRG |
Evergy, Inc.
Utilities
|
Held | 12,596 | $1,031,864 | 3.92% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 6,008 | $867,795 | 3.29% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Held | 6,248 | $818,987 | 3.11% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 10,000 | $760,500 | 2.89% | |
| T |
At&T Inc.
Communication Services
|
Added | 24,211 | $701,876 | 2.66% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,075 | $515,140 | 1.96% | |
| WM |
Waste Management Inc
Industrials
|
Held | 2,000 | $459,580 | 1.74% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 2,200 | $458,194 | 1.74% | |
| MMM |
3M Co
Industrials
|
Held | 2,700 | $392,121 | 1.49% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 1,500 | $363,585 | 1.38% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 1,626 | $315,671 | 1.20% | |
| SBSI |
Southside Bancshares Inc
Financial Services
|
Held | 9,856 | $306,423 | 1.16% | |
| ENB |
Enbridge Inc
Energy
|
Held | 5,000 | $270,700 | 1.03% | |
| MU |
Micron Technology Inc
Technology
|
Held | 744 | $251,352 | 0.95% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,010 | $246,884 | 0.94% | |
| DVN |
Devon Energy Corp/De
Energy
|
NEW | 4,590 | $230,968 | 0.88% | |
| SO |
Southern Co
Utilities
|
NEW | 2,232 | $215,432 | 0.82% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 687 | $213,512 | 0.81% | |
| PNW |
Pinnacle West Capital Corp
Utilities
|
NEW | 2,000 | $201,500 | 0.77% |