Gibson Capital, LLC Portfolio Holdings

Gibson Capital, LLC

  • $462 Million
  • Q3 2024

Gibson Capital, LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $462 Million distributed in 75 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 $119M, Berkshire Hathaway Inc with a value of $14.5M, Vanguard Large Cap ETF with a value of $10.4M, and Dimensional ETF Tr U S Target with a value of $5.56M.

Examining the 13F form we can see an increase of $36M in the current position value, from $426M to 462M.

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 $462 Million
ETFs: $429 Million
Financial Services: $19.9 Million
Technology: $6.92 Million
Consumer Defensive: $1.85 Million
Healthcare: $1.43 Million
Consumer Cyclical: $1.1 Million
Energy: $803,000
Industrials: $702,000
Other: $466,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18,000 0.0% of portfolio
184,882
Q3 2024 Reduced 3.45%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $462 Million
  • Prior Value $426 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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