Gibson Capital, LLC Portfolio Holdings

Gibson Capital, LLC

  • $460 Million
  • Q4 2024

Gibson Capital, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $460 Million distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $264M, Vanguard Specialized Funds Van with a value of $107M, Berkshire Hathaway Inc with a value of $14.3M, Vanguard Large Cap ETF with a value of $10.3M, and Ducommun Inc with a value of $6.76M.

Examining the 13F form we can see an decrease of $2.38M in the current position value, from $462M to 460M.

Gibson Capital, LLC is based out at Wexford, PA

Below you can find more details about Gibson Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $460 Million
ETFs: $416 Million
Financial Services: $20 Million
Technology: $8.93 Million
Industrials: $7.26 Million
Consumer Defensive: $2.23 Million
Consumer Cyclical: $2.16 Million
Healthcare: $1.23 Million
Communication Services: $901,000
Other: $772,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$123B
$258,000 0.06% of portfolio
778
Q1 2024 New
$146B
$245,000 0.05% of portfolio
682
Q4 2024 Added 0.15%
$10.1B
$226,000 0.05% of portfolio
2,457
Q1 2024 New
$82.1B
$237,000 0.05% of portfolio
1,840
Q4 2024 Added 0.22%
$30.2B
$242,000 0.05% of portfolio
5,738
Q1 2024 New
$73.7B
$167,000 0.04% of portfolio
1,025
Q4 2023 New
$94.4B
$156,000 0.03% of portfolio
673
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $460 Million
  • Prior Value $462 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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