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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SPDR GOLD TRUST

GLD|78463V107

Shares:800

Value:$230.5K

% of Portfolio:0.0% ($230.5K/$465.0M)

ELBIT SYSTEMS LTD

ESLT|M3760D101

Shares:600

Value:$230.2K

% of Portfolio:0.0% ($230.2K/$465.0M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:540

Value:$226.7K

% of Portfolio:0.0% ($226.7K/$465.0M)

78464A763

SDY|78464A763

Shares:1.6K

Value:$220.1K

% of Portfolio:0.0% ($220.1K/$465.0M)

Eaton Corp plc

ETN|G29183103

Shares:780

Value:$212.0K

% of Portfolio:0.0% ($212.0K/$465.0M)

46438F101

Shares:4.0K

Value:$185.3K

% of Portfolio:0.0% ($185.3K/$465.0M)

PROCTER & GAMBLE Co

PG|742718109

Shares:975

Value:$166.2K

% of Portfolio:0.0% ($166.2K/$465.0M)

CHEVRON CORP

CVX|166764100

Shares:983

Value:$164.4K

% of Portfolio:0.0% ($164.4K/$465.0M)

Alphabet Inc.

GOOG|02079K107

Shares:874

Value:$136.5K

% of Portfolio:0.0% ($136.5K/$465.0M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:1.5K

Value:$126.6K

% of Portfolio:0.0% ($126.6K/$465.0M)

Broadcom Inc.

AVGO|11135F101

Shares:570

Value:$95.4K

% of Portfolio:0.0% ($95.4K/$465.0M)

MeridianLink, Inc.

MLNK|58985J105

Shares:4.2K

Value:$76.9K

% of Portfolio:0.0% ($76.9K/$465.0M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:138

Value:$61.6K

% of Portfolio:0.0% ($61.6K/$465.0M)

3M CO

MMM|88579Y101

Shares:375

Value:$55.1K

% of Portfolio:0.0% ($55.1K/$465.0M)

EXXON MOBIL CORP

XOM|30231G102

Shares:427

Value:$50.8K

% of Portfolio:0.0% ($50.8K/$465.0M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:146

Value:$36.4K

% of Portfolio:0.0% ($36.4K/$465.0M)

PINNACLE FINANCIAL PARTNERS INC

PNFP|72346Q104

Shares:200

Value:$21.2K

% of Portfolio:0.0% ($21.2K/$465.0M)

FIFTH THIRD BANCORP

FITB|316773100

Shares:46

Value:$1.8K

% of Portfolio:0.0% ($1.8K/$465.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR GOLD TRUST(GLDcusip78463V107)	800	QoQ NEW(+800) YoY NEW(+800)	All Managers (Combined)	$230.5K	0.0% ($230.5K/$465.0M)	QoQ NEW(+$230.5K) YoY NEW(+$230.5K)
ELBIT SYSTEMS LTD(ESLTcusipM3760D101)	600	QoQ NEW(+600) YoY NEW(+600)	All Managers (Combined)	$230.2K	0.0% ($230.2K/$465.0M)	QoQ NEW(+$230.2K) YoY NEW(+$230.2K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	540	QoQ -6.08% (-35) YoY -6.08% (-35)	All Managers (Combined)	$226.7K	0.0% ($226.7K/$465.0M)	QoQ -7.32% (-$17.9K) YoY -0.86% (-$2.0K)
(SDYcusip78464A763)	1.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$220.1K	0.0% ($220.1K/$465.0M)	QoQ +2.71% (+$5.8K) YoY +3.38% (+$7.2K)
Eaton Corp plc(ETNcusipG29183103)	780	QoQ +0.25% (-2) YoY +0.25% (-2)	All Managers (Combined)	$212.0K	0.0% ($212.0K/$465.0M)	QoQ -17.88% (-$46.2K) YoY -12.84% (-$31.2K)
(cusip46438F101)✕	4.0K	QoQ +10.98% (-392) YoY -59.94% (-5.9K)	All Managers (Combined)	$185.3K	0.0% ($185.3K/$465.0M)	QoQ -2.06% (-$3.9K) YoY -53.67% (-$214.7K)
PROCTER & GAMBLE Co(PGcusip742718109)	975	QoQ +3.17% (+30) YoY -47.29% (-875)	All Managers (Combined)	$166.2K	0.0% ($166.2K/$465.0M)	QoQ +4.78% (+$7.6K) YoY -44.65% (-$134.1K)
CHEVRON CORP(CVXcusip166764100)	983	QoQ +0.71% (+7) YoY -70.39% (-2.3K)	All Managers (Combined)	$164.4K	0.0% ($164.4K/$465.0M)	QoQ +16.32% (+$23.1K) YoY -68.59% (-$359.3K)
Alphabet Inc.(GOOGcusip02079K107)	874	QoQ +8.30% (-67) YoY NEW(+874)	All Managers (Combined)	$136.5K	0.0% ($136.5K/$465.0M)	QoQ -11.15% (-$17.1K) YoY NEW(+$136.5K)
Palantir Technologies Inc.(PLTRcusip69608A108)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$126.6K	0.0% ($126.6K/$465.0M)	QoQ NEW(+$126.6K) YoY NEW(+$126.6K)
Broadcom Inc.(AVGOcusip11135F101)	570	QoQ -10.93% (-70) YoY NEW(+570)	All Managers (Combined)	$95.4K	0.0% ($95.4K/$465.0M)	QoQ -35.68% (-$52.9K) YoY NEW(+$95.4K)
MeridianLink, Inc.(MLNKcusip58985J105)	4.2K	QoQ 0.00% (-0) YoY -94.87% (-76.9K)	All Managers (Combined)	$76.9K	0.0% ($76.9K/$465.0M)	QoQ -10.26% (-$8.8K) YoY -94.92% (-$1.4M)
LOCKHEED MARTIN CORP(LMTcusip539830109)	138	QoQ NEW(+138) YoY NEW(+138)	All Managers (Combined)	$61.6K	0.0% ($61.6K/$465.0M)	QoQ NEW(+$61.6K) YoY NEW(+$61.6K)
3M CO(MMMcusip88579Y101)	375	QoQ +1.90% (+7) YoY NEW(+375)	All Managers (Combined)	$55.1K	0.0% ($55.1K/$465.0M)	QoQ +15.93% (+$7.6K) YoY NEW(+$55.1K)
EXXON MOBIL CORP(XOMcusip30231G102)	427	QoQ +22.00% (+77) YoY -83.81% (-2.2K)	All Managers (Combined)	$50.8K	0.0% ($50.8K/$465.0M)	QoQ +34.88% (+$13.1K) YoY -83.44% (-$256.0K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	146	QoQ NEW(+146) YoY NEW(+146)	All Managers (Combined)	$36.4K	0.0% ($36.4K/$465.0M)	QoQ NEW(+$36.4K) YoY NEW(+$36.4K)
PINNACLE FINANCIAL PARTNERS INC(PNFPcusip72346Q104)	200	QoQ 0.00% (-0) YoY -95.48% (-4.2K)	All Managers (Combined)	$21.2K	0.0% ($21.2K/$465.0M)	QoQ -7.29% (-$1.7K) YoY -94.41% (-$358.8K)
FIFTH THIRD BANCORP(FITBcusip316773100)	46	QoQ -99.19% (-5.7K) YoY -99.19% (-5.7K)	All Managers (Combined)	$1.8K	0.0% ($1.8K/$465.0M)	QoQ -99.25% (-$240.8K) YoY -99.15% (-$211.7K)