Gibson Capital, LLC

CIK 1427372 · View on SEC EDGAR ↗

Portfolio value
$105.8M
#8,262 of 9,443 by 13F value · top 87.5%
Positions
94
As of
June 30, 2026

Portfolio value QoQ: +11.8% 13F does not disclose cash

Top 10 holdings weight
76.80%
Top 25 holdings weight
87.98%
Positions above 1%
11
Effective number of positions
12.0

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 3.44% Est. buys $5,272,382 · sells $3,449,154

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 83.9% still held

New positions
11
Increased
16
Decreased
20
Closed
4
On this page

Sector breakdown

Industrials
10.9%
Technology
1.9%
Financials
1.0%
Communication Services
0.9%
Energy
0.5%
Retail
0.3%
Financial Services
0.2%
Communications
0.2%
Consumer products
0.1%
Consumer Staples
0.1%
Healthcare
0.1%
Other/Unmapped
83.8%

Full portfolio 94 positions

Type Streak 8Q trend
DFSU $17,521,922 16.56% 375,765 $2,081,738
BRKA $15,725,850 14.86% 21 $644,910
VV $12,058,860 11.39% 35,064 $1,511,248 Down ×1
DCO Ducommun Incorporated Common Stock $9,351,623 8.84% 50,492 $1,759,685 Down ×5
VIG $6,509,180 6.15% 27,509 $586,643 Down ×1
DFAT $6,220,611 5.88% 88,993 $598,737 Down ×2
IAU $5,180,239 4.89% 68,603 $-1,014,530 Down ×3
DSI $3,519,169 3.33% 24,715 $523,716 Down ×2
VOO $2,885,289 2.73% 4,201 $204,680 Down ×2
VO $2,307,847 2.18% 28,644 $236,418 Up ×1
VB $1,562,887 1.48% 5,156 $207,189 Down ×1
RWR $1,016,165 0.96% 8,995 $107,940
IWF $958,592 0.91% 7,720 $135,640 Up ×1
DFEV $916,521 0.87% 21,481 $148,048 Up ×3
AAPL Apple Inc. - Common Stock $764,187 0.72% 2,641 $77,696 Down ×1
VTI $759,307 0.72% 2,052 $111,284 Up ×1
SCHX $725,420 0.69% 24,649 $83,164 Down ×1
VBR $703,699 0.66% 2,896 $73,891 Down ×1
GOOGL Alphabet Inc. - Class A Common Stock $689,724 0.65% 1,930 $633,650 Up ×2
IBIT iShares Bitcoin Trust ETF $683,406 0.65% 20,529 $-104,012 Up ×1
TIP $639,029 0.60% 5,840 $-5,430
VEA $620,969 0.59% 8,715 $76,481 Up ×2
FELG $617,805 0.58% 14,121 $88,399
BRKB $609,725 0.58% 1,219 $40,675 Up ×2
FN Fabrinet Ordinary Shares $562,080 0.53% 1,000 Up ×1
EEM $534,966 0.51% 7,820 $90,868
IWD $520,255 0.49% 2,146 $61,719
USMV $515,675 0.49% 5,346 $19,887
JUST $502,748 0.48% 4,712 $-66,660 Down ×1
DISV $466,993 0.44% 11,637 $8,030
ESLT Elbit Systems Ltd. - Ordinary Shares $455,232 0.43% 600 $-54,222
EFA $452,605 0.43% 4,357 $29,410
FNB F.N.B. Corporation Common Stock $415,486 0.39% 21,776 $51,391
FITB Fifth Third Bancorp - Common Stock $412,234 0.39% 7,313 $72,472
COHR Coherent Corp. Common Stock $394,470 0.37% 1,000 $156,260
IWB $392,301 0.37% 958 $50,717
SPDW $352,831 0.33% 7,002 $33,190
MSFT Microsoft Corporation - Common Stock $339,448 0.32% 910 $742 Down ×1
FRDM $333,445 0.32% 4,574 $83,476
CAT Caterpillar, Inc. Common Stock $333,314 0.31% 313 $111,566
AMZN Amazon.com, Inc. - Common Stock $323,719 0.31% 1,358 $-73,620 Down ×1
SLV $319,804 0.30% 5,981 $-87,741
KLAC KLA Corporation - Common Stock $301,710 0.29% 1,000 Up ×1
GLD $294,704 0.28% 800 $-49,528
BSVO EA Bridgeway Omni Small-Cap Value ETF $258,533 0.24% 8,857 $41,873 Up ×1
ACWI iShares MSCI ACWI ETF $258,207 0.24% 1,645 $30,596
FENI $256,969 0.24% 6,403 $18,762
GOOG Alphabet Inc. - Class C Capital Stock $254,398 0.24% 720 $225,706 Up ×1
BIV $249,275 0.24% 3,250 $-1,560
CVX Chevron Corporation Common Stock $244,662 0.23% 1,476 $-60,722
MMM 3M Company Common Stock $239,937 0.23% 1,482 $25,015 Up ×4
IUSV iShares Core S&P U.S. Value ETF $231,976 0.22% 2,106 $16,637
SCHD $226,505 0.21% 7,143 $7,358
TPL Texas Pacific Land Corporation Common Stock $218,820 0.21% 500 Up ×1
NSC Norfolk Southern Corporation Common Stock $214,028 0.20% 680
CVIE $213,552 0.20% 2,512 Up ×1
IBM International Business Machines Corporation Common Stock $213,535 0.20% 759 $29,677
BLK BlackRock, Inc. Common Stock $209,620 0.20% 218 $-33
CSCO Cisco Systems, Inc. - Common Stock $209,196 0.20% 1,781 Up ×1
NVDA NVIDIA Corporation - Common Stock $193,184 0.18% 965 $24,379 Down ×2
PNC PNC Financial Services Group, Inc. (The) Common Stock $171,897 0.16% 698 $27,737 Up ×1
AVDV $165,395 0.16% 1,605 $127 Down ×2
AVGO Broadcom Inc. - Common Stock $151,100 0.14% 400
PG Procter & Gamble Company (The) Common Stock $138,282 0.13% 943 $2,075
AVES $120,704 0.11% 1,840 $10,341
XOM Exxon Mobil Corporation Common Stock $114,845 0.11% 840 $-27,669
SCHB $104,604 0.10% 3,612 $13,943
VNQ $88,137 0.08% 914 $8,130 Up ×1
MO Altria Group, Inc. $83,987 0.08% 1,167 $8,131 Up ×3
LLY Eli Lilly and Company Common Stock $28,786 0.03% 24
FNDE $27,181 0.03% 685 $973
ABBV AbbVie Inc. Common Stock $26,422 0.02% 105 Up ×1
META Meta Platforms, Inc. - Class A Common Stock $25,911 0.02% 46 $-29,013 Down ×1
HD Home Depot, Inc. (The) Common Stock $21,513 0.02% 61 $-2,167 Down ×1
PNFP Pinnacle Financial Partners, Inc. - Common Stock $20,479 0.02% 203 $2,993
V Visa Inc. $15,782 0.01% 46 $1,879
ETN Eaton Corporation, PLC Ordinary Shares $14,062 0.01% 33 $-14,909 Down ×1
JPM JP Morgan Chase & Co. Common Stock $12,439 0.01% 38 $-27,567 Down ×1
ORCL Oracle Corporation Common Stock $8,207 0.01% 56 $-31
QQQ Invesco QQQ Trust, Series 1 $7,364 0.01% 10 $1,592
EHC Encompass Health Corporation Common Stock $5,433 0.01% 54 $233
MA Mastercard Incorporated Common Stock $3,518 0.00% 7 $1,095 Up ×1
MRK Merck & Company, Inc. Common Stock (new) $3,470 0.00% 27 $703 Up ×1
ITOT $2,663 0.00% 16 $404
FIX Comfort Systems USA, Inc. Common Stock $1,982 0.00% 1 Up ×1
WMT Walmart Inc. - Common Stock $1,586 0.00% 14 $-154
INTC Intel Corporation - Common Stock $1,117 0.00% 8 Up ×1
KO Coca-Cola Company (The) Common Stock $1,057 0.00% 13 $68
COST Costco Wholesale Corporation - Common Stock $935 0.00% 1 $-61
PM Philip Morris International Inc Common Stock $905 0.00% 5 $78
SYK Stryker Corporation Common Stock $315 0.00% 1 $-14
FAST Fastenal Company - Common Stock $96 0.00% 2 $3
STRV Strive 500 ETF $48 0.00% 1 $6
IVV $4 0.00% 0 $0

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
DFEV $916,521 0.87% up ×3
MMM $239,937 0.23% up ×4
MO $83,987 0.08% up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
FN $562,080 1,000 0.53%
KLAC $301,710 1,000 0.29%
TPL $218,820 500 0.21%
NSC $214,028 680 0.20%
CVIE $213,552 2,512 0.20%
CSCO $209,196 1,781 0.20%
AVGO $151,100 400 0.14%
LLY $28,786 24 0.03%
ABBV $26,422 105 0.02%
FIX $1,982 1 0.00%
INTC $1,117 8 0.00%

Top movers (QoQ)

Security Action Shares Δ Value Δ
DFSU Price move only +0 +$2.1M
DCO Trimmed -12K +$1.8M
VV Trimmed -230 +$1.5M
IAU Trimmed -2K -$1.0M
BRKA Price move only +0 +$645K
DFAT Trimmed -1K +$599K
VIG Trimmed -30 +$587K
DSI Trimmed -2 +$524K
VO Bought more +21K +$236K
VB Trimmed -20 +$207K

2 positions hidden (data completeness check)

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
MGC Sept. 30, 2025 4,560 $1,025,635 No longer tracked
GEV Sept. 30, 2025 699 $369,729 58.0%
DXYZ June 30, 2026 10,000 $267,800 25.4%
VTV June 30, 2025 1,487 $256,864 No longer tracked
SNPS Dec. 31, 2025 504 $248,521 -15.4%
DIA Dec. 31, 2025 515 $238,826 No longer tracked
LMT June 30, 2025 500 $223,355 25.9%
SDY Sept. 30, 2025 1,622 $220,154 No longer tracked
IHI Sept. 30, 2025 3,262 $204,332 No longer tracked
BSV March 31, 2025 2,620 $202,447 No longer tracked
NSC Dec. 31, 2025 671 $201,687 20.1%
TSM March 31, 2025 883 $174,443 148.7%
ZTS March 31, 2025 1,025 $167,003 -54.0%
LLY March 31, 2025 204 $157,687 53.5%
PSBD Dec. 31, 2025 12,490 $153,252 -15.9%
AVES March 31, 2025 2,680 $123,816 No longer tracked
MLNK Dec. 31, 2025 4,150 $82,710 No longer tracked
LMT June 30, 2026 135 $81,593 14.5%
AVGO June 30, 2025 286 $47,898 32.1%
TSLA Dec. 31, 2025 53 $23,570 -23.2%
TSLA June 30, 2026 53 $19,703 -17.9%
PLTR June 30, 2026 82 $11,995 49.7%
TT Dec. 31, 2025 1 $422 16.7%
FAST Dec. 31, 2025 2 $98 27.5%