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GIBSON CAPITAL, LLC

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WEXFORD PA Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Gibson Capital is based out of Wexford. Gibson Capital is a large advisory firm with 194 clients and discretionary assets under management (AUM) of $1,943,153,917 (Form ADV from 2023-03-24). Their last reported 13F filing for Q1 2024 included $457,523,854 in managed 13F securities and a top 10 holdings concentration of 92.55%. Gibson Capital's largest holding is VANGUARD TOTAL STOCK MARKET INDEX FUND-ETF Shares with shares held of 962,821. Whalewisdom has at least 73 13F filings The firm last filed a Form D notice of exempt offering of securities on 2016-01-27. The notice included securities offered of Equity

2024-03-31

Top Buys (13F)

Name % Change
NVDA NVIDIA Corp. 0.24%
BRK.B Berkshire Hathaway I 0.12%
IBIT iShares Bitcoin Trus 0.09%
SWAV Shockwave Medical In 0.06%
FBTC Fidelity Wise Origin 0.06%

2024-03-31

Top Sells (13F)

Name % Change
META Meta Platforms Inc 0.19%
BSVO EA Bridgeway Omni Sm 0.19%
AAPL Apple Inc 0.06%
DFAT Dimensional U.S. Tar 0.04%
TIP iShares TIPS Bond ET 0.03%

2024-03-31

13F Holdings Summary

Name $ Change
VTI VANGUARD TOTAL STOCK 54.69%
VNQ VANGUARD REAL ESTATE 23.18%
DFSU Dimensional US Susta 3.15%
BRK.A Berkshire Hathaway I 2.91%
BSVO EA Bridgeway Omni Sm 2.53%

2024-03-31

13F Activity

Market Value $458m, Prior: $426m
New Purchases 12 stocks
Added To 4 stocks
Sold out of 0 stocks
Reduced holdings in 14 stocks
Top 10 Holdings % 92.55%
Turnover %[1] 16%
Turnover Alt %[2] 0.43%
Time Held Top 20 22.9 quarters
Time Held Top 10 25.9 quarters
Time Held All 16.65 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-03-31

13F Sector Allocation Over Time

2024-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31

Portfolio Performance