Portfolio (Quarterly)
Guide ↗
Gibson Capital, LLC
· CIK 0001427372| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | PINNACLE FINL PARTNERS INC COM | — | 4,429.0 | $382K | 0.07% | NEW | — | $86.14 | — |
| 2 | PNC | PNC FINL SVCS GROUP INC COM | Financial Services | 1,704.0 | $355K | 0.07% | NEW | — | $208.06 | +2.6% |
| 3 | DXYZ | DESTINY TECH100 INC COM SHS | — | 10,000.0 | $268K | 0.05% | NEW | — | $26.78 | +70.0% |
| 4 | COHR | COHERENT CORP COM | Technology | 1,000.0 | $238K | 0.04% | NEW | — | $238.21 | +70.0% |
| 5 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | — | 7,143.0 | $219K | 0.04% | NEW | — | $30.68 | +3.4% |
| 6 | TSLA | TESLA INC COM | Consumer Cyclical | 578.0 | $215K | 0.04% | NEW | — | $371.75 | +19.2% |
| 7 | FAST | FASTENAL CO COM | Industrials | 4,622.0 | $214K | 0.04% | NEW | — | $46.40 | -5.2% |
| 8 | LMT | LOCKHEED MARTIN CORP COM | Industrials | 336.0 | $203K | 0.04% | NEW | — | $604.39 | -13.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Industrials
29.7%
Financial Services
25.9%
Technology
22.9%
Consumer Defensive
8.6%
Consumer Cyclical
4.9%
Energy
3.3%
Communication Services
2.9%
Healthcare
1.9%