CIK 1427372
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| BERCZIK, DANIEL, GEORGE | CHIEF COMPLIANCE OFFICER | 2014-09 | 10–25% ·◆ |
| Christine, DeMao, Taylor | CHIEF OPERATING OFFICER | 2017-05 | 10–25% ·◆ |
| HILEMAN, CHAD, EVERETT | DIRECTOR OF INVESTMENT RESEARCH | 2017-05 | 10–25% ·◆ |
| SIDONI, CHRISTOPHER, JON | CHIEF INVESTMENT OFFICER | 2016-01 | 10–25% ·◆ |
| DEMICO, ERIC, LEE | SENIOR ADVISOR | 2022-03 | 5–10% ·◆ |
| CURLE, BLAKE, WILSON | ADVISOR | 2022-02 | <5% ·◆ |
| GIBSON, ROGER, CASS | FOUNDING PARTNER | 2021-01 |
| <5% ·◆ |
| GIBSON CAPITAL MANAGEMENT LTDentity | MEMBER | 2008-10 | 10–25% ·◆ |
Direct owners and executive officers as filed on the adviser's Form ADV Schedule A (as-filed titles; ADV updates annually and on material change). This lists officers and 5%+ owners — not necessarily the full portfolio-management team.
Signed this manager's latest 13F (2026-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| GOLDNER, KEITH, RUSSELL | SENIOR ADVISOR | 2024-03 | — not seen at a tracked firm |
| GIBSON, BRENDA, SUE | ADVISING PARTNER · CHIEF EXECUTIVE OFFICER · CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | 2021-03 | — not seen at a tracked firm |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
