Gibson Capital, LLC Portfolio Holdings
Q3 2025•87 long positions•$542.2M portfolio value
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Holding91 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $287.0M 52.94% | -$2.8M Sold | — 874.6K shares | 883.3K → 874.6K −$2.8M | -0.98% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $113.9M 21.01% | +$1.0M Bought | — 1.2M shares | 1.2M → 1.2M +$1.0M | +0.89% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $16.0M 2.94% | -$637.1K Sold | — 375.8K shares | 390.8K → 375.8K −$637.1K | -3.84% | — — | Q2 2023 Held for 2y 5m | |
Insurance - Diversified Financial Services | $15.8M 2.92% | — | 0.001% 21.0 shares | — | — | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $14.0M 2.58% | +$113.9K Bought | — 618.2K shares | 613.1K → 618.2K +$113.9K | +0.82% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $10.9M 2.0% | -$900.8K Sold | — 35.3K shares | 38.2K → 35.3K −$900.8K | -7.66% | — — | Q1 2014 Held for 11y 8m | |
Aerospace & Defense Industrials | $7.2M 1.33% | -$2.9M Sold | 0.504% 75.2K shares | 105.2K → 75.2K −$2.9M | -28.51% | $1.4B Small Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $5.9M 1.1% | — | — 27.5K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $5.4M 1.0% | -$25.1K Sold | — 74.5K shares | 74.9K → 74.5K −$25.1K | -0.46% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.3M 0.968% | -$426.2K Sold | — 90.2K shares | 97.5K → 90.2K −$426.2K | -7.51% | — — | Q2 2021 Held for 4y 5m | |
Consumer Electronics Technology | $4.2M 0.776% | +$1.4M Bought | 0.0% 16.5K shares | 11.2K → 16.5K +$1.4M | +48.15% | $3.78T Mega Cap | Q3 2014 Held for 11y 2m | |
Insurance - Diversified Financial Services | $3.7M 0.688% | +$89.0K Bought | 0.0% 7.4K shares | 7.2K → 7.4K +$89.0K | +2.44% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.2M 0.584% | — | — 25.1K shares | — | — | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $2.9M 0.528% | +$1.9M Bought | — 4.7K shares | 1.5K → 4.7K +$1.9M | +207.3% | — — | Q4 2020 Held for 4y 11m | |
Semiconductors Technology | $2.6M 0.488% | +$176.3K Bought | 0.0% 14.2K shares | 13.2K → 14.2K +$176.3K | +7.14% | $4.54T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.1M 0.395% | -$45.8K Sold | — 7.3K shares | 7.4K → 7.3K −$45.8K | -2.1% | — — | Q1 2014 Held for 11y 8m | |
ETF ETF | $2.1M 0.392% | +$860.6 Bought | — 37.0K shares | 37.0K → 37.0K +$860.6 | +0.04% | — — | Q3 2024 Held for 1y 2m | |
Agricultural - Machinery Industrials | $2.0M 0.362% | +$2.0M New | 0.001% 4.1K shares | 0 → 4.1K +$2.0M | New | $223.53B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.8M 0.34% | -$166.0K Sold | — 20.7K shares | 22.6K → 20.7K −$166.0K | -8.26% | — — | Q2 2022 Held for 3y 5m | |
Software - Infrastructure Technology | $1.7M 0.317% | +$102.0K Bought | 0.0% 3.3K shares | 3.1K → 3.3K +$102.0K | +6.31% | $3.85T Mega Cap | Q3 2019 Held for 6y 2m | |
Software - Application Technology | $1.6M 0.298% | — | 0.11% 81.1K shares | — | — | $1.5B Small Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.5M 0.269% | -$13.2K Sold | — 22.5K shares | 22.7K → 22.5K −$13.2K | -0.9% | — — | Q1 2024 Held for 1y 8m | |
Specialty Retail Consumer Cyclical | $1.4M 0.256% | +$878.3 Bought | 0.0% 6.3K shares | 6.3K → 6.3K +$878.3 | +0.06% | $2.34T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.3M 0.243% | -$41.2K Sold | — 5.2K shares | 5.3K → 5.2K −$41.2K | -3.03% | — — | Q1 2014 Held for 11y 8m | |
ETF ETF | $1.1M 0.21% | +$437.0 Bought | — 7.8K shares | 7.8K → 7.8K +$437.0 | +0.04% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $931.1K 0.172% | — | — 1.4K shares | — | — | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $904.0K 0.167% | — | — 1.9K shares | — | — | — — | Q2 2017 Held for 8y 5m | |
Discount Stores Consumer Defensive | $902.6K 0.166% | +$303.6K Bought | 0.0% 975.0 shares | 647.0 → 975.0 +$303.6K | +50.7% | $410.27B Mega Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $902.1K 0.166% | — | — 9.0K shares | — | — | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $889.8K 0.164% | +$223.3K Bought | 0.0% 3.2K shares | 2.4K → 3.2K +$223.3K | +33.5% | $801.76B Mega Cap | Q1 2023 Held for 2y 8m | |
Tobacco Consumer Defensive | $703.9K 0.13% | +$703.9K New | 0.0% 4.3K shares | 0 → 4.3K +$703.9K | New | $252.48B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $689.9K 0.127% | -$243.9K Sold | — 19.1K shares | 25.8K → 19.1K −$243.9K | -26.12% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $688.9K 0.127% | +$103.2K Bought | — 1.1K shares | 976.0 → 1.1K +$103.2K | +17.62% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $681.3K 0.126% | -$339.8K Sold | — 21.4K shares | 32.0K → 21.4K −$339.8K | -33.28% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $667.4K 0.123% | — | — 16.2K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $659.8K 0.122% | -$14.5K Sold | — 25.0K shares | 25.6K → 25.0K −$14.5K | -2.15% | — — | Q1 2025 Held for 8 months | |
Discount Stores Consumer Defensive | $630.6K 0.116% | — | 0.0% 6.1K shares | — | — | $821.68B Mega Cap | Q2 2022 Held for 3y 5m | |
Tobacco Consumer Defensive | $628.7K 0.116% | +$628.7K New | 0.001% 9.5K shares | 0 → 9.5K +$628.7K | New | $110.97B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $605.1K 0.112% | — | — 2.9K shares | — | — | — — | Q1 2014 Held for 11y 8m | |
ETF ETF | $577.4K 0.107% | — | — 6.2K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $574.7K 0.106% | -$13.2K Sold | — 5.2K shares | 5.3K → 5.2K −$13.2K | -2.25% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $559.3K 0.103% | — | — 5.9K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $548.7K 0.101% | — | — 12.7K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Oil & Gas Integrated Energy | $518.7K 0.096% | +$621.3 Bought | 0.0% 3.3K shares | 3.3K → 3.3K +$621.3 | +0.12% | $312.88B Mega Cap | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $508.6K 0.094% | +$243.1 Bought | 0.0% 2.1K shares | 2.1K → 2.1K +$243.1 | +0.05% | $2.95T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $507.5K 0.094% | — | — 8.5K shares | — | — | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Conglomerates Industrials | $502.9K 0.093% | +$217.1K Bought | 0.001% 3.2K shares | 1.8K → 3.2K +$217.1K | +75.95% | $82.7B Large Cap | Q2 2024 Held for 1y 5m | |
Home Improvement Consumer Cyclical | $494.7K 0.091% | +$20.3K Bought | 0.0% 1.2K shares | 1.2K → 1.2K +$20.3K | +4.27% | $403.32B Mega Cap | Q2 2022 Held for 3y 5m | |
Financial - Credit Services Financial Services | $453.4K 0.084% | — | 0.0% 1.3K shares | — | — | $662.60B Mega Cap | Q2 2022 Held for 3y 5m | |
Information Technology Services Technology | $442.1K 0.082% | +$193.8K Bought | 0.0% 1.6K shares | 880.0 → 1.6K +$193.8K | +78.07% | $262.84B Mega Cap | Q1 2025 Held for 8 months |
