Gibson-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MMM",
  "GOOGL",
  null,
  "BLK",
  "AVGO",
  null,
  "EHC",
  null,
  null,
  "FITB",
  "HD",
  null,
  null,
  null,
  null,
  null,
  "META",
  "MLNK",
  "MA",
  "MSFT",
  null,
  "IWD",
  "ORCL",
  "EEM",
  "IWF",
  "IVV",
  "AAPL",
  "NVDA",
  "PLTR",
  "LMT",
  "PG",
  "MRK",
  "SCHX",
  "SPDW",
  "GLD",
  "IBM",
  "SYK",
  "BIV",
  "VNQ",
  "VO",
  "PNFP",
  "VV",
  null,
  "VIG",
  null,
  "MGC",
  "SDY",
  "DCO",
  "AMZN",
  "SCHB",
  null,
  "FNB",
  null,
  "VEA",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "ESLT",
  "DIA",
  "BRK-A",
  "BRK-B",
  "CVX",
  "KO",
  "COST",
  "EFA",
  "USMV",
  "IWB",
  "QQQ",
  "ETN",
  "GOOG",
  "XOM",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR/A • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 78
Total Value: 465030900
Accession Number: 0001427372-25-000006
Form Type: 13F-HR/A
CIK: gibson-capital
Manager Name: Gibson-Capital

Data Enrichment

81% identified

63 identified15 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

78 positions • $465.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908769

VTI|922908769

Shares:885.0K

Value:$243.2M

% of Portfolio:52.3% ($243.2M/$465.0M)

922908553

VNQ|922908553

Shares:1.2M

Value:$111.2M

% of Portfolio:23.9% ($111.2M/$465.0M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:21

Value:$16.8M

% of Portfolio:3.6% ($16.8M/$465.0M)

25434V716

Shares:390.8K

Value:$14.0M

% of Portfolio:3.0% ($14.0M/$465.0M)

02072L532

Shares:565.6K

Value:$11.0M

% of Portfolio:2.4% ($11.0M/$465.0M)

922908637

VV|922908637

Shares:38.3K

Value:$9.8M

% of Portfolio:2.1% ($9.8M/$465.0M)

DUCOMMUN INC /DE/

DCO|264147109

Shares:106.2K

Value:$6.2M

% of Portfolio:1.3% ($6.2M/$465.0M)

921908844

VIG|921908844

Shares:27.6K

Value:$5.3M

% of Portfolio:1.1% ($5.3M/$465.0M)

464285204

Shares:85.0K

Value:$5.0M

% of Portfolio:1.1% ($5.0M/$465.0M)

25434V609

Shares:97.1K

Value:$5.0M

% of Portfolio:1.1% ($5.0M/$465.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:6.6K

Value:$3.5M

% of Portfolio:0.8% ($3.5M/$465.0M)

464288570

Shares:24.9K

Value:$2.5M

% of Portfolio:0.5% ($2.5M/$465.0M)

922908629

VO|922908629

Shares:7.4K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$465.0M)

025072802

Shares:23.4K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$465.0M)

NVIDIA CORP

NVDA|67066G104

Shares:13.1K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$465.0M)

922908751

VB|922908751

Shares:5.8K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$465.0M)

808524730

Shares:34.4K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$465.0M)

AMAZON COM INC

AMZN|023135106

Shares:5.4K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$465.0M)

921910873

MGC|921910873

Shares:4.6K

Value:$918.3K

% of Portfolio:0.2% ($918.3K/$465.0M)

MICROSOFT CORP

MSFT|594918104

Shares:2.4K

Value:$900.6K

% of Portfolio:0.2% ($900.6K/$465.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	885.0K	QoQ -2.39% (-21.7K) YoY -8.08% (-77.8K)	All Managers (Combined)	$243.2M	52.3% ($243.2M/$465.0M)	QoQ -7.43% (-$19.5M) YoY -2.80% (-$7.0M)
(VNQcusip922908553)	1.2M	QoQ +2.12% (+25.6K) YoY +0.17% (+2.2K)	All Managers (Combined)	$111.2M	23.9% ($111.2M/$465.0M)	QoQ +3.79% (+$4.1M) YoY +4.87% (+$5.2M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	21	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$16.8M	3.6% ($16.8M/$465.0M)	QoQ +17.25% (+$2.5M) YoY +25.84% (+$3.4M)
(cusip25434V716)✕	390.8K	QoQ -2.63% (-10.6K) YoY -6.83% (-28.7K)	All Managers (Combined)	$14.0M	3.0% ($14.0M/$465.0M)	QoQ -7.99% (-$1.2M) YoY -3.04% (-$439.0K)
(cusip02072L532)✕	565.6K	QoQ +6.97% (-36.9K) YoY +3.88% (-21.2K)	All Managers (Combined)	$11.0M	2.4% ($11.0M/$465.0M)	QoQ -3.94% (-$451.4K) YoY -5.03% (-$582.6K)
(VVcusip922908637)	38.3K	QoQ +0.25% (-97) YoY -2.67% (-1.1K)	All Managers (Combined)	$9.8M	2.1% ($9.8M/$465.0M)	QoQ -4.45% (-$459.3K) YoY +4.33% (-$408.8K)
DUCOMMUN INC /DE/(DCOcusip264147109)	106.2K	QoQ 0.00% (-0) YoY NEW(+106.2K)	All Managers (Combined)	$6.2M	1.3% ($6.2M/$465.0M)	QoQ -8.84% (-$598.1K) YoY NEW(+$6.2M)
(VIGcusip921908844)	27.6K	QoQ -4.79% (-1.4K) YoY -7.37% (-2.2K)	All Managers (Combined)	$5.3M	1.1% ($5.3M/$465.0M)	QoQ -5.68% (-$322.3K) YoY -1.60% (-$87.2K)
(cusip464285204)✕	85.0K	QoQ -1.87% (-1.6K) YoY +221.49% (+58.6K)	All Managers (Combined)	$5.0M	1.1% ($5.0M/$465.0M)	QoQ +16.85% (-$723.5K) YoY +351.21% (+$3.9M)
(cusip25434V609)✕	97.1K	QoQ -0.31% (-311) YoY -4.33% (-4.4K)	All Managers (Combined)	$5.0M	1.1% ($5.0M/$465.0M)	QoQ -7.78% (-$422.3K) YoY -9.49% (-$524.8K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	6.6K	QoQ +7.65% (+469) YoY -15.90% (-1.2K)	All Managers (Combined)	$3.5M	0.8% ($3.5M/$465.0M)	QoQ +26.48% (+$735.8K) YoY +6.50% (-$214.6K)
(cusip464288570)✕	24.9K	QoQ -0.41% (-104) YoY -39.19% (-16.0K)	All Managers (Combined)	$2.5M	0.5% ($2.5M/$465.0M)	QoQ -7.49% (-$206.3K) YoY -38.23% (-$1.6M)
(VOcusip922908629)	7.4K	QoQ 0.00% (-0) YoY -7.68% (-619)	All Managers (Combined)	$1.9M	0.4% ($1.9M/$465.0M)	QoQ -2.08% (-$41.0K) YoY -4.44% (-$89.5K)
(cusip025072802)✕	23.4K	QoQ +11.01% (+2.3K) YoY +10.59% (+2.2K)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$465.0M)	QoQ +18.96% (+$259.9K) YoY +17.10% (+$238.2K)
NVIDIA CORP(NVDAcusip67066G104)	13.1K	QoQ -0.60% (-80) YoY +504.47% (-10.9K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$465.0M)	QoQ -19.78% (-$350.4K) YoY -27.49% (-$538.9K)
(VBcusip922908751)	5.8K	QoQ +0.65% (-38) YoY +0.65% (-38)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$465.0M)	QoQ -7.10% (-$98.5K) YoY -2.35% (-$31.0K)
(cusip808524730)✕	34.4K	QoQ +46.45% (+10.9K) YoY +46.45% (+10.9K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$465.0M)	QoQ +55.28% (+$377.3K) YoY +62.49% (+$407.6K)
AMAZON COM INC(AMZNcusip023135106)	5.4K	QoQ -6.86% (-398) YoY +59.20% (+2.0K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$465.0M)	QoQ -19.24% (-$244.7K) YoY +67.91% (+$415.3K)
(MGCcusip921910873)	4.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$918.3K	0.2% ($918.3K/$465.0M)	QoQ -5.30% (-$51.4K) YoY +7.76% (+$66.2K)
MICROSOFT CORP(MSFTcusip594918104)	2.4K	QoQ +3.44% (-80) YoY -22.36% (-691)	All Managers (Combined)	$900.6K	0.2% ($900.6K/$465.0M)	QoQ -7.86% (-$76.9K) YoY -30.72% (-$399.5K)