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Gibson Capital Portfolio holdings

AUM $610M
1-Year Est. Return 20.96%
This Fund
S&P 500
This Quarter Est. Return
+1.06%
1 Year Est. Return
+20.96%
3 Year Est. Return
+60.44%
5 Year Est. Return
+52.48%
10 Year Est. Return
+160.91%
AUM
$545M
AUM Growth
+$3.05M
Cap. Flow
-$1.98M
Cap. Flow %
-0.36%
Top 10 Hldgs %
89.33%
Holding
88
New
1
Increased
20
Reduced
26
Closed
8

Top Buys

Rank Stock Value
1
VNQ icon
Vanguard Real Estate ETF
VNQ
+$6.69M
2
SLV icon
iShares Silver Trust
SLV
+$316K
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$201K
4
MSFT icon
Microsoft
MSFT
+$155K
5
BSVO icon
EA Bridgeway Omni Small-Cap Value ETF
BSVO
+$74.6K

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$4.57M
2
MLNK
MeridianLink
MLNK
+$1.62M
3
DCO icon
Ducommun
DCO
+$466K
4
TT icon
Trane Technologies
TT
+$340K
5
IAU icon
iShares Gold Trust
IAU
+$334K

Sector Composition

Rank Sector Weight
1 Financials 4.07%
2 Technology 1.88%
3 Industrials 1.86%
4 Consumer Staples 0.59%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHB icon
51
Schwab US Broad Market ETF
SCHB
$45.2B
$446K 0.08%
17,020
+3
+0% +$78
DISV icon
52
Dimensional International Small Cap Value ETF
DISV
$5.16B
$442K 0.08%
11,636
– –
EEM icon
53
iShares MSCI Emerging Markets ETF
EEM
$30.5B
$428K 0.08%
7,820
– –
PNFP icon
54
Pinnacle Financial Partners Inc
PNFP
$16.2B
$422K 0.08%
4,425
-3
-0.1% -$276
EFA icon
55
iShares MSCI EAFE ETF
EFA
$80.3B
$418K 0.08%
4,357
– –
SLV icon
56
iShares Silver Trust
SLV
$31.3B
$406K 0.07%
+6,303
New +$316K
JPM icon
57
JPMorgan Chase
JPM
$965B
$404K 0.07%
1,255
-104
-8% -$32.2K
HD icon
58
Home Depot
HD
$341B
$388K 0.07%
1,129
-92
-8% -$33.7K
XOM icon
59
ExxonMobil
XOM
$652B
$388K 0.07%
3,222
+5
+0.2% +$580
FNB icon
60
FNB Corp
FNB
$6.86B
$372K 0.07%
21,776
+3,578
+20% +$58.5K
IWB icon
61
iShares Russell 1000 ETF
IWB
$50.5B
$358K 0.07%
958
– –
ESLT icon
62
Elbit Systems
ESLT
$36.5B
$347K 0.06%
600
– –
FITB
63
Fifth Third Bancorp
FITB
$52.6B
$342K 0.06%
7,313
+1,575
+27% +$69.3K
BLK icon
64
Blackrock
BLK
$180B
$330K 0.06%
308
+10
+3% +$10.9K
GLD icon
65
SPDR Gold Trust
GLD
$142B
$317K 0.06%
800
– –
SPDW icon
66
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42B
$311K 0.06%
7,002
– –
MRK icon
67
Merck
MRK
$334B
$285K 0.05%
2,710
-570
-17% -$53.5K
PLTR icon
68
Palantir
PLTR
$430B
$281K 0.05%
1,582
-520
-25% -$94.1K
BIV icon
69
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$280K 0.05%
3,595
– –
MA icon
70
Mastercard
MA
$497B
$271K 0.05%
475
-26
-5% -$14.5K
PG icon
71
Procter & Gamble
PG
$335B
$269K 0.05%
1,880
+6
+0.3% +$885
GOOG icon
72
Alphabet (Google) Class C
GOOG
$4.21T
$257K 0.05%
820
-1
-0.1% -$286
ETN icon
73
Eaton
ETN
$176B
$248K 0.05%
780
– –
EHC icon
74
Encompass Health
EHC
$12.3B
$247K 0.05%
2,330
-127
-5% -$14.7K
META icon
75
Meta Platforms (Facebook)
META
$1.52T
$241K 0.04%
365
– –
1 2
3
4

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Gibson Capital's Q4 2025 Portfolio in Review

As of Q4 2025, Gibson Capital held 88 positions worth $545M, up 0.56% from $542M the previous quarter. Its ten largest holdings account for 89% of the portfolio.

Gibson Capital's Q4 2025 filing shows 1 new, 20 increased, 26 reduced and 8 closed positions. Its largest new stake was iShares Silver Trust: 6,303 shares worth $406K. The largest sale was Vanguard Morningstar Total Stock Market ETF, an estimated $4.57M.

By sector, the portfolio is most concentrated in Financials at 4.1% of assets, down from 4.1% a quarter earlier, followed by Technology and Industrials.

  • Gibson Capital's largest Q4 2025 buy was iShares Silver Trust: 6,303 shares worth $406K.
  • Gibson Capital added most to Vanguard Real Estate ETF in Q4 2025, an estimated $6.69M increase.
  • Gibson Capital's biggest Q4 2025 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $4.57M.
  • Gibson Capital fully exited MeridianLink in Q4 2025, selling an estimated $1.62M.
  • Gibson Capital's ten largest holdings make up 89% of its $545M portfolio in Q4 2025.
  • Gibson Capital opened 1 new position and closed 8 in Q4 2025.
  • Gibson Capital's portfolio value rose 0.56% quarter-over-quarter to $545M.

Based on Gibson Capital's 13F filing for Q4 2025, filed 5 Feb 2026.