Gibson Capital, LLC
Long book
$537.2M
Q1 2026
Positions
87
Top-10 weight
89%
concentration
Last quarter
+13.8%
SPY +14.8%
Turnover
10%
of book per quarter
Strategy in plain words
auto-generated from filingsGibson Capital, LLC is a wealth-management firm allocating client money, running a $537.2M US long book across 87 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD TOTAL STOCK MKT ETF, VANGUARD REAL ESTATE ETF, EA Bridgeway Omni Sm-Cp Val, DIMENSIONAL US SUS CORE1 ETF, BERKSHIRE HATHAWAY INC-CL A.
Over the last 9 quarters its long book ran on average 0.4pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.5%
Q2 2024
+9.2%
Q3 2024
-0.3%
Q4 2024
-2.3%
Q1 2025
+7.5%
Q2 2025
+7.4%
Q3 2025
+1.4%
Q4 2025
-1.7%
Q1 2026
+13.8%
Sector allocation
Financials 40%
Industrials 23%
Technology 20%
Consumer discretionary 7%
Consumer staples 4%
Energy 3%
Healthcare 2%
Services media 1%
Long book by quarter
What does Gibson Capital, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 21 | $15.1M | 2.8% | Held |
| DCO DUCOMMUN INC | Industrials | 62.2K | $7.6M | 1.4% | -11.4% |
| AAPL APPLE INC | Technology | 17.2K | $4.4M | 0.8% | +4.2% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 7.5K | $3.6M | 0.7% | +1.5% |
| CAT CATERPILLAR INC | Industrials | 4.1K | $2.9M | 0.5% | Held |
| NVDA NVIDIA CORP | Technology | 13.7K | $2.4M | 0.4% | -3.3% |
| AMZN AMAZON.COM INC | Consumer discretionary | 6.8K | $1.4M | 0.3% | +8.8% |
| MSFT MICROSOFT CORP | Technology | 3.6K | $1.4M | 0.3% | +0.6% |
| CVX CHEVRON CORP | Energy | 3.8K | $796K | 0.1% | +15.1% |
| WMT WALMART INC | Consumer discretionary | 6.2K | $766K | 0.1% | +0.8% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 4.3K | $718K | 0.1% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 2.3K | $649K | 0.1% | +7.8% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 642 | $640K | 0.1% | -6.4% |
| MO ALTRIA GROUP INC | Consumer staples | 9.6K | $631K | 0.1% | +0.2% |
| XOM EXXON MOBIL CORP | Energy | 3.2K | $548K | 0.1% | +0.2% |
| ESLT ELBIT SYSTEMS LTD | Industrials | 600 | $509K | 0.1% | Held |
| KO COCA-COLA CO/THE | Consumer staples | 6.5K | $494K | 0.1% | Held |
| MMM 3M CO | Healthcare | 3.2K | $471K | 0.1% | +0.1% |
| ORCL ORACLE CORP | Technology | 3.1K | $458K | 0.1% | 0.0% |
| V VISA INC-CLASS A SHARES | Services media | 1.4K | $413K | 0.1% | +3.0% |
| PNFP PINNACLE FINANCIAL PARTNERS | Financials | 4.4K | $382K | 0.1% | New |
| IBM INTL BUSINESS MACHINES CORP | Technology | 1.6K | $381K | 0.1% | +0.3% |
| HD HOME DEPOT INC | Consumer discretionary | 1.2K | $379K | 0.1% | +1.9% |
| JPM JPMORGAN CHASE & CO | Financials | 1.3K | $377K | 0.1% | +2.2% |
| FNB FNB CORP | Financials | 21.8K | $364K | 0.1% | Held |
| PNC PNC FINANCIAL SERVICES GROUP | Financials | 1.7K | $355K | 0.1% | New |
| FITB FIFTH THIRD BANCORP | Financials | 7.3K | $340K | 0.1% | Held |
| MRK MERCK & CO. INC. | Healthcare | 2.7K | $326K | 0.1% | 0.0% |
| ETN EATON CORP PLC | Industrials | 859 | $307K | 0.1% | +10.1% |
| META META PLATFORMS INC-CLASS A | Technology | 535 | $306K | 0.1% | +46.6% |
| PG PROCTER & GAMBLE CO/THE | Other | 1.9K | $273K | 0.1% | +0.4% |
| COHR COHERENT CORP | Other | 1.0K | $238K | 0.0% | New |
| MA MASTERCARD INC - A | Services media | 473 | $236K | 0.0% | -0.4% |
| GOOG ALPHABET INC-CL C | Technology | 820 | $235K | 0.0% | Held |
| EHC ENCOMPASS HEALTH CORP | Healthcare | 2.4K | $235K | 0.0% | +4.3% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 1.6K | $231K | 0.0% | Held |
| SYK STRYKER CORP | Healthcare | 682 | $224K | 0.0% | Held |
| TSLA TESLA INC | Industrials | 578 | $215K | 0.0% | New |
| FAST FASTENAL CO | Consumer discretionary | 4.6K | $214K | 0.0% | New |
| BLK BLACKROCK INC | Financials | 218 | $210K | 0.0% | -29.2% |
| LMT LOCKHEED MARTIN CORP | Industrials | 336 | $203K | 0.0% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 17, 2026 | 132 | $537.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 5, 2026 | 120 | $545.2M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 24, 2025 | 133 | $542.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 25, 2025 | 123 | $506.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR/ARESTATEMENT | Apr 15, 2025 | 119 | $475.0M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 14, 2025 | 114 | $488.9M | SEC ↗ | |
| Q4 2024 | 13F-HR | Feb 12, 2025 | 114 | $488.9M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 10, 2024 | 75 | $491.1M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 15, 2024 | 71 | $452.9M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 17, 2024 | 75 | $457.5M | canonical | SEC ↗ |