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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78464A607

Shares:9.0K

Value:$891.6K

% of Portfolio:0.2% ($891.6K/$465.0M)

25434V740

Shares:32.0K

Value:$865.1K

% of Portfolio:0.2% ($865.1K/$465.0M)

808524201

SCHX|808524201

Shares:37.9K

Value:$837.2K

% of Portfolio:0.2% ($837.2K/$465.0M)

464287150

ITOT|464287150

Shares:6.8K

Value:$826.8K

% of Portfolio:0.2% ($826.8K/$465.0M)

464287200

IVV|464287200

Shares:1.4K

Value:$781.7K

% of Portfolio:0.2% ($781.7K/$465.0M)

922908363

VOO|922908363

Shares:1.5K

Value:$781.1K

% of Portfolio:0.2% ($781.1K/$465.0M)

464287614

IWF|464287614

Shares:1.9K

Value:$696.9K

% of Portfolio:0.1% ($696.9K/$465.0M)

02072L680

Shares:17.4K

Value:$627.8K

% of Portfolio:0.1% ($627.8K/$465.0M)

464287176

Shares:5.6K

Value:$623.3K

% of Portfolio:0.1% ($623.3K/$465.0M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:647

Value:$611.9K

% of Portfolio:0.1% ($611.9K/$465.0M)

Apple Inc.

AAPL|037833100

Shares:2.7K

Value:$600.6K

% of Portfolio:0.1% ($600.6K/$465.0M)

46429B697

USMV|46429B697

Shares:5.9K

Value:$550.6K

% of Portfolio:0.1% ($550.6K/$465.0M)

Walmart Inc.

WMT|931142103

Shares:6.2K

Value:$542.5K

% of Portfolio:0.1% ($542.5K/$465.0M)

922908611

VBR|922908611

Shares:2.9K

Value:$540.6K

% of Portfolio:0.1% ($540.6K/$465.0M)

31609A305

Shares:16.2K

Value:$511.3K

% of Portfolio:0.1% ($511.3K/$465.0M)

381430396

Shares:6.2K

Value:$489.5K

% of Portfolio:0.1% ($489.5K/$465.0M)

VISA INC.

V|92826C839

Shares:1.4K

Value:$473.5K

% of Portfolio:0.1% ($473.5K/$465.0M)

COCA COLA CO

KO|191216100

Shares:6.5K

Value:$466.7K

% of Portfolio:0.1% ($466.7K/$465.0M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:981

Value:$460.0K

% of Portfolio:0.1% ($460.0K/$465.0M)

25434V781

Shares:15.2K

Value:$443.0K

% of Portfolio:0.1% ($443.0K/$465.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A607)✕	9.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$891.6K	0.2% ($891.6K/$465.0M)	QoQ +0.26% (+$2.3K) YoY +5.16% (+$43.8K)
(cusip25434V740)✕	32.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$865.1K	0.2% ($865.1K/$465.0M)	QoQ +3.20% (+$26.9K) YoY +4.19% (+$34.9K)
(SCHXcusip808524201)	37.9K	QoQ NEW(+37.9K) YoY NEW(+37.9K)	All Managers (Combined)	$837.2K	0.2% ($837.2K/$465.0M)	QoQ NEW(+$837.2K) YoY NEW(+$837.2K)
(ITOTcusip464287150)	6.8K	QoQ +18.46% (+1.1K) YoY +8.19% (+513)	All Managers (Combined)	$826.8K	0.2% ($826.8K/$465.0M)	QoQ +12.37% (+$91.0K) YoY +14.48% (+$104.6K)
(IVVcusip464287200)	1.4K	QoQ 0.00% (-0) YoY -0.42% (-6)	All Managers (Combined)	$781.7K	0.2% ($781.7K/$465.0M)	QoQ -4.54% (-$37.3K) YoY +6.41% (-$47.1K)
(VOOcusip922908363)	1.5K	QoQ -17.12% (-314) YoY -19.66% (-372)	All Managers (Combined)	$781.1K	0.2% ($781.1K/$465.0M)	QoQ -20.95% (-$207.0K) YoY -14.11% (-$128.3K)
(IWFcusip464287614)	1.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$696.9K	0.1% ($696.9K/$465.0M)	QoQ -10.08% (-$78.1K) YoY +7.13% (+$46.4K)
(cusip02072L680)✕	17.4K	QoQ -0.62% (-110) YoY +11.42% (+1.8K)	All Managers (Combined)	$627.8K	0.1% ($627.8K/$465.0M)	QoQ -5.20% (-$34.5K) YoY +19.36% (+$101.9K)
(cusip464287176)✕	5.6K	QoQ +0.01% (+1) YoY +3.44% (+187)	All Managers (Combined)	$623.3K	0.1% ($623.3K/$465.0M)	QoQ +4.26% (+$25.5K) YoY +6.99% (+$40.7K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	647	QoQ +0.31% (+2) YoY +0.31% (+2)	All Managers (Combined)	$611.9K	0.1% ($611.9K/$465.0M)	QoQ +3.54% (+$20.9K) YoY +29.49% (+$139.4K)
Apple Inc.(AAPLcusip037833100)	2.7K	QoQ +11.04% (-269) YoY -63.96% (-4.8K)	All Managers (Combined)	$600.6K	0.1% ($600.6K/$465.0M)	QoQ -1.49% (-$9.1K) YoY -53.32% (-$686.1K)
(USMVcusip46429B697)	5.9K	QoQ -3.30% (-201) YoY -3.30% (-201)	All Managers (Combined)	$550.6K	0.1% ($550.6K/$465.0M)	QoQ +1.99% (-$10.8K) YoY +8.35% (-$42.5K)
Walmart Inc.(WMTcusip931142103)	6.2K	QoQ +1.22% (-75) YoY +1.22% (+75)	All Managers (Combined)	$542.5K	0.1% ($542.5K/$465.0M)	QoQ -1.63% (-$9.0K) YoY +47.69% (+$175.2K)
(VBRcusip922908611)	2.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$540.6K	0.1% ($540.6K/$465.0M)	QoQ -5.99% (-$34.5K) YoY -2.91% (-$16.2K)
(cusip31609A305)✕	16.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$511.3K	0.1% ($511.3K/$465.0M)	QoQ -10.91% (-$62.6K) YoY +6.59% (+$31.6K)
(cusip381430396)✕	6.2K	QoQ NEW(+6.2K) YoY NEW(+6.2K)	All Managers (Combined)	$489.5K	0.1% ($489.5K/$465.0M)	QoQ NEW(+$489.5K) YoY NEW(+$489.5K)
VISA INC.(Vcusip92826C839)	1.4K	QoQ +2.19% (+29) YoY +2.19% (+29)	All Managers (Combined)	$473.5K	0.1% ($473.5K/$465.0M)	QoQ +13.32% (+$55.7K) YoY +28.33% (+$104.5K)
COCA COLA CO(KOcusip191216100)	6.5K	QoQ +0.43% (+28) YoY -7.41% (-522)	All Managers (Combined)	$466.7K	0.1% ($466.7K/$465.0M)	QoQ +15.53% (+$62.7K) YoY +8.38% (-$36.1K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	981	QoQ -8.23% (-88) YoY -8.23% (-88)	All Managers (Combined)	$460.0K	0.1% ($460.0K/$465.0M)	QoQ -15.82% (-$86.5K) YoY -3.08% (-$14.6K)
(cusip25434V781)✕	15.2K	QoQ +41.62% (+4.5K) YoY +41.62% (+4.5K)	All Managers (Combined)	$443.0K	0.1% ($443.0K/$465.0M)	QoQ +55.21% (+$157.6K) YoY +51.67% (+$150.9K)