Gibson Capital

WEXFORD, PAfiles as Gibson Capital, LLC

$610m in 94 US stocks at the end of 30 June 2026. The top 10 are 88.4% of the money. It changed about 2.2% of the portfolio this quarter.

Value

$610m

Stocks

Top 10 share

88.4%

Turnover

2.2%

What changed this quarter

New

Bought for the first time this quarter.

FabrinetFN
<0.1% of the fund
BroadcomAVGO
<0.1% of the fund
Eli LillyLLY
<0.1% of the fund
KLAKLAC
<0.1% of the fund
IntelINTC
<0.1% of the fund
AbbVieABBV
<0.1% of the fund
Texas Pacific LandTPL
<0.1% of the fund
Norfolk SouthernNSC
<0.1% of the fund
Morgan Stanley ETF TrustCVIE
<0.1% of the fund
Cisco SystemsCSCO
<0.1% of the fund
Comfort Systems USAFIX
<0.1% of the fund

Added

Bought more of a stock they already held.

EA Series TrustBSVO
3.1% of the fund
+5%
Berkshire HathawayBRK-B
0.6% of the fund
+5%
AlphabetGOOG
0.5% of the fund
+1038%
AlphabetGOOGL
0.2% of the fund
+77%
ChevronCVX
0.1% of the fund
+13%
Vanguard Tax-Managed FDSVEA
0.1% of the fund
+3%
Schwab Strategic TRSCHB
<0.1% of the fund
+5%

Cut

Sold some of their stake.

DucommunDCO
1.5% of the fund
-19%
Ishares Gold TRIAU
0.8% of the fund
-2%
Vanguard Index FDSVOO
0.5% of the fund
-6%
NvidiaNVDA
0.4% of the fund
-5%
American Centy ETF TRAVDV
0.3% of the fund
-5%
Amazon.comAMZN
0.2% of the fund
-8%
Schwab Strategic TRFNDE
0.1% of the fund
-7%
Goldman Sachs ETF TRJUST
<0.1% of the fund
-23%
JPMorgan ChaseJPM
<0.1% of the fund
-8%
EatonETN
<0.1% of the fund
-6%
Meta PlatformsMETA
<0.1% of the fund
-21%

Sold out

Sold their entire stake.

Destiny Tech100DXYZ
-100%
Palantir TechnologiesPLTR
-100%
TeslaTSLA
-100%
Lockheed MartinLMT
-100%

Holdings

Vanguard Index FDSVTI
Share
51.3%
Value
$312m
Shares
844,461
Held
Vanguard Index FDSVNQ
Share
22.1%
Value
$135m
Shares
1,395,282
Held
EA Series TrustBSVO
Share
3.1%
Value
$19m
Shares
656,307
+5%
Dimensional ETF TrustDFSU
Share
2.9%
Value
$18m
Shares
375,765
Held
Berkshire Hathaway INC DELBRK-A
Share
2.6%
Value
$16m
Shares
21
Held
Vanguard Index FDSVV
Share
2.0%
Value
$12m
Shares
35,064
Held
DucommunDCO
Share
1.5%
Value
$9m
Shares
50,492
-19%
Vanguard Specialized FundsVIG
Share
1.1%
Value
$7m
Shares
27,509
Held
Dimensional ETF TrustDFAT
Share
1.0%
Value
$6m
Shares
88,993
Held
Ishares Gold TRIAU
Share
0.8%
Value
$5m
Shares
68,603
-2%
AppleAAPL
Share
0.8%
Value
$5m
Shares
17,000
Held
CaterpillarCAT
Share
0.7%
Value
$4m
Shares
4,117
Held
Berkshire HathawayBRK-B
Share
0.6%
Value
$4m
Shares
7,889
+5%
Ishares TRDSI
Share
0.6%
Value
$4m
Shares
24,715
Held
AlphabetGOOG
Share
0.5%
Value
$3m
Shares
9,333
+1038%
Vanguard Index FDSVOO
Share
0.5%
Value
$3m
Shares
4,201
-6%
NvidiaNVDA
Share
0.4%
Value
$3m
Shares
13,020
-5%
American Centy ETF TRAVES
Share
0.4%
Value
$2m
Shares
36,601
Held
Vanguard Index FDSVO
Share
0.4%
Value
$2m
Shares
28,644
Held
American Centy ETF TRAVDV
Share
0.3%
Value
$2m
Shares
16,162
-5%
Vanguard Index FDSVB
Share
0.3%
Value
$2m
Shares
5,156
Held
Ishares TRITOT
Share
0.2%
Value
$2m
Shares
9,199
Held
Amazon.comAMZN
Share
0.2%
Value
$1m
Shares
6,257
-8%
AlphabetGOOGL
Share
0.2%
Value
$1m
Shares
3,991
+77%
MicrosoftMSFT
Share
0.2%
Value
$1m
Shares
3,710
Held
Ishares TRIVV
Share
0.2%
Value
$1m
Shares
1,391
Held
Spdr Series TrustRWR
Share
0.2%
Value
$1m
Shares
8,995
Held
Ishares TRIWF
Share
0.2%
Value
$958,592
Shares
7,720
Held
Dimensional ETF TrustDFEV
Share
0.2%
Value
$916,521
Shares
21,481
Held
Philip Morris InternationalPM
Share
0.1%
Value
$785,150
Shares
4,340
Held
Invesco QQQ TRQQQ
Share
0.1%
Value
$767,722
Shares
1,043
Held
Schwab Strategic TRSCHX
Share
0.1%
Value
$725,420
Shares
24,649
Held
ChevronCVX
Share
0.1%
Value
$721,306
Shares
4,352
+13%
Vanguard Index FDSVBR
Share
0.1%
Value
$703,699
Shares
2,896
Held
WalmartWMT
Share
0.1%
Value
$693,038
Shares
6,119
Held
Altria GroupMO
Share
0.1%
Value
$688,799
Shares
9,573
Held
Schwab Strategic TRFNDE
Share
0.1%
Value
$688,567
Shares
17,353
-7%
Ishares Bitcoin Trust ETFIBIT
Share
0.1%
Value
$683,406
Shares
20,529
Held
Ishares TRTIP
Share
0.1%
Value
$639,029
Shares
5,840
Held
Vanguard Tax-Managed FDSVEA
Share
0.1%
Value
$620,969
Shares
8,715
+3%
Fidelity Covington TrustFELG
Share
0.1%
Value
$617,805
Shares
14,121
Held
Costco WholesaleCOST
Share
<0.1%
Value
$604,313
Shares
646
Held
FabrinetFN
Share
<0.1%
Value
$562,080
Shares
1,000
New
Ishares TREEM
Share
<0.1%
Value
$534,966
Shares
7,820
Held
Coca-ColaKO
Share
<0.1%
Value
$528,337
Shares
6,501
Held
3MMMM
Share
<0.1%
Value
$525,708
Shares
3,247
Held
Ishares TRIWD
Share
<0.1%
Value
$520,255
Shares
2,146
Held
EA Series TrustSTXF
Share
<0.1%
Value
$518,983
Shares
10,745
Held
Ishares TRUSMV
Share
<0.1%
Value
$515,675
Shares
5,346
Held
Goldman Sachs ETF TRJUST
Share
<0.1%
Value
$502,748
Shares
4,712
-23%
Schwab Strategic TRSCHB
Share
<0.1%
Value
$490,264
Shares
16,929
+5%
VisaV
Share
<0.1%
Value
$469,347
Shares
1,368
Held
Dimensional ETF TrustDISV
Share
<0.1%
Value
$466,993
Shares
11,637
Held
OracleORCL
Share
<0.1%
Value
$456,503
Shares
3,115
Held
Elbit SystemsESLT
Share
<0.1%
Value
$455,232
Shares
600
Held
Ishares TREFA
Share
<0.1%
Value
$452,605
Shares
4,357
Held
Pinnacle Financial PartnersPNFP
Share
<0.1%
Value
$446,798
Shares
4,429
Held
International Business MachinesIBM
Share
<0.1%
Value
$442,197
Shares
1,572
Held
ExxonMobil HoldingsXOM
Share
<0.1%
Value
$442,118
Shares
3,234
Held
PNC Financial Services GroupPNC
Share
<0.1%
Value
$420,825
Shares
1,709
Held
FNBFNB
Share
<0.1%
Value
$415,486
Shares
21,776
Held
Fifth Third BancorpFITB
Share
<0.1%
Value
$412,234
Shares
7,313
Held
Home DepotHD
Share
<0.1%
Value
$402,055
Shares
1,140
Held
CoherentCOHR
Share
<0.1%
Value
$394,470
Shares
1,000
Held
Ishares TRIWB
Share
<0.1%
Value
$392,301
Shares
958
Held
JPMorgan ChaseJPM
Share
<0.1%
Value
$387,887
Shares
1,185
-8%
Spdr Index SHS FDSSPDW
Share
<0.1%
Value
$352,831
Shares
7,002
Held
MerckMRK
Share
<0.1%
Value
$348,621
Shares
2,713
Held
BroadcomAVGO
Share
<0.1%
Value
$348,304
Shares
922
New
EatonETN
Share
<0.1%
Value
$345,583
Shares
811
-6%
EA Series TrustFRDM
Share
<0.1%
Value
$333,445
Shares
4,574
Held
Eli LillyLLY
Share
<0.1%
Value
$332,242
Shares
277
New
Ishares Silver TRSLV
Share
<0.1%
Value
$319,804
Shares
5,981
Held
KLAKLAC
Share
<0.1%
Value
$301,710
Shares
1,000
New
Spdr Gold TRGLD
Share
<0.1%
Value
$294,704
Shares
800
Held
Procter & GamblePG
Share
<0.1%
Value
$277,840
Shares
1,895
Held
IntelINTC
Share
<0.1%
Value
$273,256
Shares
1,957
New
Ishares TRACWI
Share
<0.1%
Value
$258,207
Shares
1,645
Held
Fidelity Covington TrustFENI
Share
<0.1%
Value
$256,969
Shares
6,403
Held
Vanguard BD Index FDSBIV
Share
<0.1%
Value
$249,275
Shares
3,250
Held
Encompass HealthEHC
Share
<0.1%
Value
$245,728
Shares
2,431
Held
MastercardMA
Share
<0.1%
Value
$243,883
Shares
475
Held
Meta PlatformsMETA
Share
<0.1%
Value
$238,271
Shares
423
-21%
Ishares TRIUSV
Share
<0.1%
Value
$231,976
Shares
2,106
Held
AbbVieABBV
Share
<0.1%
Value
$230,788
Shares
917
New
Schwab Strategic TRSCHD
Share
<0.1%
Value
$226,505
Shares
7,143
Held
FastenalFAST
Share
<0.1%
Value
$221,995
Shares
4,622
Held
Texas Pacific LandTPL
Share
<0.1%
Value
$218,820
Shares
500
New
StrykerSYK
Share
<0.1%
Value
$214,721
Shares
682
Held
Norfolk SouthernNSC
Share
<0.1%
Value
$214,028
Shares
680
New
Morgan Stanley ETF TrustCVIE
Share
<0.1%
Value
$213,552
Shares
2,512
New
BlackRockBLK
Share
<0.1%
Value
$209,620
Shares
218
Held
Cisco SystemsCSCO
Share
<0.1%
Value
$209,196
Shares
1,781
New
Comfort Systems USAFIX
Share
<0.1%
Value
$200,177
Shares
101
New

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVTI	51.3%	$312m	844,461	Held
Vanguard Index FDSVNQ	22.1%	$135m	1,395,282	Held
EA Series TrustBSVO	3.1%	$19m	656,307	+5%
Dimensional ETF TrustDFSU	2.9%	$18m	375,765	Held
Berkshire Hathaway INC DELBRK-A	2.6%	$16m	21	Held
Vanguard Index FDSVV	2.0%	$12m	35,064	Held
DucommunDCO	1.5%	$9m	50,492	-19%
Vanguard Specialized FundsVIG	1.1%	$7m	27,509	Held
Dimensional ETF TrustDFAT	1.0%	$6m	88,993	Held
Ishares Gold TRIAU	0.8%	$5m	68,603	-2%
AppleAAPL	0.8%	$5m	17,000	Held
CaterpillarCAT	0.7%	$4m	4,117	Held
Berkshire HathawayBRK-B	0.6%	$4m	7,889	+5%
Ishares TRDSI	0.6%	$4m	24,715	Held
AlphabetGOOG	0.5%	$3m	9,333	+1038%
Vanguard Index FDSVOO	0.5%	$3m	4,201	-6%
NvidiaNVDA	0.4%	$3m	13,020	-5%
American Centy ETF TRAVES	0.4%	$2m	36,601	Held
Vanguard Index FDSVO	0.4%	$2m	28,644	Held
American Centy ETF TRAVDV	0.3%	$2m	16,162	-5%
Vanguard Index FDSVB	0.3%	$2m	5,156	Held
Ishares TRITOT	0.2%	$2m	9,199	Held
Amazon.comAMZN	0.2%	$1m	6,257	-8%
AlphabetGOOGL	0.2%	$1m	3,991	+77%
MicrosoftMSFT	0.2%	$1m	3,710	Held
Ishares TRIVV	0.2%	$1m	1,391	Held
Spdr Series TrustRWR	0.2%	$1m	8,995	Held
Ishares TRIWF	0.2%	$958,592	7,720	Held
Dimensional ETF TrustDFEV	0.2%	$916,521	21,481	Held
Philip Morris InternationalPM	0.1%	$785,150	4,340	Held
Invesco QQQ TRQQQ	0.1%	$767,722	1,043	Held
Schwab Strategic TRSCHX	0.1%	$725,420	24,649	Held
ChevronCVX	0.1%	$721,306	4,352	+13%
Vanguard Index FDSVBR	0.1%	$703,699	2,896	Held
WalmartWMT	0.1%	$693,038	6,119	Held
Altria GroupMO	0.1%	$688,799	9,573	Held
Schwab Strategic TRFNDE	0.1%	$688,567	17,353	-7%
Ishares Bitcoin Trust ETFIBIT	0.1%	$683,406	20,529	Held
Ishares TRTIP	0.1%	$639,029	5,840	Held
Vanguard Tax-Managed FDSVEA	0.1%	$620,969	8,715	+3%
Fidelity Covington TrustFELG	0.1%	$617,805	14,121	Held
Costco WholesaleCOST	<0.1%	$604,313	646	Held
FabrinetFN	<0.1%	$562,080	1,000	New
Ishares TREEM	<0.1%	$534,966	7,820	Held
Coca-ColaKO	<0.1%	$528,337	6,501	Held
3MMMM	<0.1%	$525,708	3,247	Held
Ishares TRIWD	<0.1%	$520,255	2,146	Held
EA Series TrustSTXF	<0.1%	$518,983	10,745	Held
Ishares TRUSMV	<0.1%	$515,675	5,346	Held
Goldman Sachs ETF TRJUST	<0.1%	$502,748	4,712	-23%
Schwab Strategic TRSCHB	<0.1%	$490,264	16,929	+5%
VisaV	<0.1%	$469,347	1,368	Held
Dimensional ETF TrustDISV	<0.1%	$466,993	11,637	Held
OracleORCL	<0.1%	$456,503	3,115	Held
Elbit SystemsESLT	<0.1%	$455,232	600	Held
Ishares TREFA	<0.1%	$452,605	4,357	Held
Pinnacle Financial PartnersPNFP	<0.1%	$446,798	4,429	Held
International Business MachinesIBM	<0.1%	$442,197	1,572	Held
ExxonMobil HoldingsXOM	<0.1%	$442,118	3,234	Held
PNC Financial Services GroupPNC	<0.1%	$420,825	1,709	Held
FNBFNB	<0.1%	$415,486	21,776	Held
Fifth Third BancorpFITB	<0.1%	$412,234	7,313	Held
Home DepotHD	<0.1%	$402,055	1,140	Held
CoherentCOHR	<0.1%	$394,470	1,000	Held
Ishares TRIWB	<0.1%	$392,301	958	Held
JPMorgan ChaseJPM	<0.1%	$387,887	1,185	-8%
Spdr Index SHS FDSSPDW	<0.1%	$352,831	7,002	Held
MerckMRK	<0.1%	$348,621	2,713	Held
BroadcomAVGO	<0.1%	$348,304	922	New
EatonETN	<0.1%	$345,583	811	-6%
EA Series TrustFRDM	<0.1%	$333,445	4,574	Held
Eli LillyLLY	<0.1%	$332,242	277	New
Ishares Silver TRSLV	<0.1%	$319,804	5,981	Held
KLAKLAC	<0.1%	$301,710	1,000	New
Spdr Gold TRGLD	<0.1%	$294,704	800	Held
Procter & GamblePG	<0.1%	$277,840	1,895	Held
IntelINTC	<0.1%	$273,256	1,957	New
Ishares TRACWI	<0.1%	$258,207	1,645	Held
Fidelity Covington TrustFENI	<0.1%	$256,969	6,403	Held
Vanguard BD Index FDSBIV	<0.1%	$249,275	3,250	Held
Encompass HealthEHC	<0.1%	$245,728	2,431	Held
MastercardMA	<0.1%	$243,883	475	Held
Meta PlatformsMETA	<0.1%	$238,271	423	-21%
Ishares TRIUSV	<0.1%	$231,976	2,106	Held
AbbVieABBV	<0.1%	$230,788	917	New
Schwab Strategic TRSCHD	<0.1%	$226,505	7,143	Held
FastenalFAST	<0.1%	$221,995	4,622	Held
Texas Pacific LandTPL	<0.1%	$218,820	500	New
StrykerSYK	<0.1%	$214,721	682	Held
Norfolk SouthernNSC	<0.1%	$214,028	680	New
Morgan Stanley ETF TrustCVIE	<0.1%	$213,552	2,512	New
BlackRockBLK	<0.1%	$209,620	218	Held
Cisco SystemsCSCO	<0.1%	$209,196	1,781	New
Comfort Systems USAFIX	<0.1%	$200,177	101	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 20.3% since 30 June 2025.

Where the money is

Industrials2.6%

Technology2.0%

Financial services1.1%

Media & telecom0.8%

Everyday goods0.6%

Retail & consumer0.3%

Energy0.2%

Health care0.2%

Other92.2%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.