Gibson Capital, LLC

Q1 2026 13F-HR Holdings

Location
Wexford, PA
Holdings as of
3/31/2026
Date filed
4/17/2026
Form type
13F-HR
Num holdings
87
Total value ($000)
$537,248
Net value change ($000)
-7,955 (-1.5%)
New positions
8
Sold out positions
1
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VNQ 6,259 5.4%
BSVO 1,310 9.0%
DCO 911 13.6%
CAT 558 23.7%
IAU 491 8.6%
PNFP 382 NEW
PNC 355 NEW
CVX 286 56.1%
DXYZ 268 NEW
DFAT 243 4.5%
Top Reduces (Value $000, Stocks/ETFs)
VTI -15,427 -5.3%
DFSU -879 -5.4%
BRK-B -770 -4.9%
VV -563 -5.1%
PINNACLE FINANCIAL PARTNERS INC -422 -100.0%
MSFT -403 -23.0%
IBIT -254 -24.4%
NVDA -253 -9.6%
AVDV -251 -12.9%
VOO -248 -8.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type