Gilbert & Cook, Inc.

CIK: 0001675762Latest portfolio: $795.6M · Q4 2025

Holdings

220

Total Value

$795.6M

New Positions

21

Closed Positions

12

#StockSharesValue% PortfolioChangeType
1
IVVISHARES TR
274,986$188.3M23.67%-1,490
2
AQLTISHARES TR
509,259$86.9M10.92%-6,354
3
VEAVANGUARD TAX-MANAGED FDS
1,258,426$78.6M9.88%-5,131
4
JHMMJOHN HANCOCK EXCHANGE TRADED
972,582$63.7M8.00%+19K
5
BNDVANGUARD BD INDEX FDS
779,104$57.7M7.25%+680
6
IWRISHARES TR
352,588$33.9M4.27%-9,870
7
JHSCJOHN HANCOCK EXCHANGE TRADED
673,893$28.3M3.56%+83K
8
NVDANVIDIA CORPORATION
68,336$12.7M1.60%+768
9
GOOGALPHABET INC
35,978$11.3M1.42%-1,007
10
ARCCARES CAPITAL CORP
501,354$10.1M1.27%-271,818
11
IWMISHARES TR
37,279$9.2M1.15%-5,141
12
VTIVANGUARD INDEX FDS
19,727$6.6M0.83%+371
13
IWVISHARES TR
16,583$6.4M0.81%+8
14
AMZNAMAZON COM INC
27,659$6.4M0.80%-952
15
TSLATESLA INC
11,759$5.3M0.66%-391
16
MSFTMICROSOFT CORP
9,326$4.5M0.57%-224
17
AAPLAPPLE INC
16,412$4.5M0.56%-2,083
18
UPSUNITED PARCEL SERVICE INC
40,966$4.1M0.51%+166
19
SPYSPDR S&P 500 ETF TR
5,350$3.6M0.46%-188
20
SPYMSPDR SERIES TRUST
41,198$3.3M0.42%+2K
21
BRK/BBERKSHIRE HATHAWAY INC DEL
6,236$3.1M0.39%-36
22
JPMJPMORGAN CHASE & CO.
9,721$3.1M0.39%-1,593
23
6RJ0ROCKET LAB CORP
43,207$3.0M0.38%+110
24
XOMEXXON MOBIL CORP
21,995$2.6M0.33%+106
25
IJHISHARES TR
37,908$2.5M0.31%-139

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
JHSC674K+83K
AUR65K+42K
JHMM973K+19K
BN33K+7K
CMCSA21K+6K
TPL8K+5K
LHX7K+5K
MRSH5K+3K
WFC25K+3K
8CW6K+3K

Decreased Positions

NameSharesChange
ARCC501K-271818
OBDC17K-155196
IWR353K-9870
AQLT509K-6354
IWM37K-5141
VEA1.3M-5131
AAPL16K-2083
VNQ3K-1607
IVV275K-1490
ALNY4K-1490

Sector Breakdown

Financial Services0.0% ($1.8834878613636846e+283T)
Technology0.0% ($1.2744451044611752e+77T)
Industrials0.0% ($4.063206419611911e+65T)
Healthcare0.0% ($1.8411808173016643e+64T)
Unknown0.0% ($8.689431343014216e+38T)
Consumer Cyclical0.0% ($6.384528814961475e+34T)
Communication Services0.0% ($1.1290215614831098e+29T)
Real Estate0.0% ($1106965700608.4T)
Consumer Defensive0.0% ($21102041896.7T)
Energy0.0% ($26462276.9T)
Utilities0.0% ($925703.6T)
Basic Materials0.0% ($14111.3T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 7, 2026$795.6M220
Q3 2025Nov 12, 2025$778.2B210
Q2 2025Aug 5, 2025$740.0B206
Q1 2025May 6, 2025$689.6B203

Fund Information

CIK0001675762
Most Recent FilingJan 7, 2026
Number of Filings4

Gilbert & Cook, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $795.6M across 220 holdings. The largest position is ISHARES TR (IVV), representing 23.7% of the portfolio. Compared to the previous quarter, the fund opened 22 new positions and closed 12 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.