Gilbert & Cook, Inc. Q4 2025 Filing

Filed January 7, 2026

Portfolio Value

$795.6M

Holdings

220

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (220 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
274,986$188.3M23.67%
2
AQLTISHARES TR
509,259$86.9M10.92%
3
VEAVANGUARD TAX-MANAGED FDS
1,258,426$78.6M9.88%
4
JHMMJOHN HANCOCK EXCHANGE TRADED
972,582$63.7M8.00%
5
BNDVANGUARD BD INDEX FDS
779,104$57.7M7.25%
6
IWRISHARES TR
352,588$33.9M4.27%
7
JHSCJOHN HANCOCK EXCHANGE TRADED
673,893$28.3M3.56%
8
NVDANVIDIA CORPORATION
68,336$12.7M1.60%
9
GOOGALPHABET INC
35,978$11.3M1.42%
10
ARCCARES CAPITAL CORP
501,354$10.1M1.27%
11
IWMISHARES TR
37,279$9.2M1.15%
12
VTIVANGUARD INDEX FDS
19,727$6.6M0.83%
13
IWVISHARES TR
16,583$6.4M0.81%
14
AMZNAMAZON COM INC
27,659$6.4M0.80%
15
TSLATESLA INC
11,759$5.3M0.66%
16
MSFTMICROSOFT CORP
9,326$4.5M0.57%
17
AAPLAPPLE INC
16,412$4.5M0.56%
18
UPSUNITED PARCEL SERVICE INC
40,966$4.1M0.51%
19
SPYSPDR S&P 500 ETF TR
5,350$3.6M0.46%
20
SPYMSPDR SERIES TRUST
41,198$3.3M0.42%
21
BRK/BBERKSHIRE HATHAWAY INC DEL
6,236$3.1M0.39%
22
JPMJPMORGAN CHASE & CO.
9,721$3.1M0.39%
23
6RJ0ROCKET LAB CORP
43,207$3.0M0.38%
24
XOMEXXON MOBIL CORP
21,995$2.6M0.33%
25
IJHISHARES TR
37,908$2.5M0.31%
26
WFCWELLS FARGO CO NEW
24,591$2.3M0.29%
27
TPLTEXAS PACIFIC LAND CORPORATI
7,926$2.3M0.29%
28
AQLTISHARES TR
24,303$2.2M0.27%
29
NFLXNETFLIX INC
22,998$2.2M0.27%
30
NDQINVESCO QQQ TR
3,452$2.1M0.27%
31
PGPROCTER AND GAMBLE CO
14,728$2.1M0.27%
32
CATCATERPILLAR INC
3,604$2.1M0.26%
33
WMTWALMART INC
18,321$2.0M0.26%
34
LHXL3HARRIS TECHNOLOGIES INC
6,683$2.0M0.25%
35
PHPARKER-HANNIFIN CORP
2,175$1.9M0.24%
36
ASNDASCENDIS PHARMA A/S
8,637$1.8M0.23%
37
JNJJOHNSON & JOHNSON
8,741$1.8M0.23%
38
CSCOCISCO SYS INC
22,738$1.8M0.22%
39
ISRGINTUITIVE SURGICAL INC
3,056$1.7M0.22%
40
ABBVABBVIE INC
7,286$1.7M0.21%
41
CDNSCADENCE DESIGN SYSTEM INC
5,268$1.6M0.21%
42
HEIHEICO CORP NEW
6,458$1.6M0.20%
43
MAMASTERCARD INCORPORATED
2,850$1.6M0.20%
44
4I1PHILIP MORRIS INTL INC
10,128$1.6M0.20%
45
ALNYALNYLAM PHARMACEUTICALS INC
4,018$1.6M0.20%
46
LLYELI LILLY & CO
1,450$1.6M0.20%
47
T7DTRANSDIGM GROUP INC
1,160$1.5M0.19%
48
BNBROOKFIELD CORP
32,688$1.5M0.19%
49
HLTHILTON WORLDWIDE HLDGS INC
5,210$1.5M0.19%
50
GOOGLALPHABET INC
4,739$1.5M0.19%
51
HDHOME DEPOT INC
4,285$1.5M0.19%
52
AVGOBROADCOM INC
4,221$1.5M0.18%
53
VOVANGUARD INDEX FDS
4,889$1.4M0.18%
54
VMCVULCAN MATLS CO
4,950$1.4M0.18%
55
BLKBLACKROCK INC
1,302$1.4M0.18%
56
IJRISHARES TR
11,304$1.4M0.17%
57
VUGVANGUARD INDEX FDS
2,775$1.4M0.17%
58
SCHGSCHWAB STRATEGIC TR
41,102$1.3M0.17%
59
MLMMARTIN MARIETTA MATLS INC
2,135$1.3M0.17%
60
REGNREGENERON PHARMACEUTICALS
1,709$1.3M0.17%
61
ORLYOREILLY AUTOMOTIVE INC
13,961$1.3M0.16%
62
KKRKKR & CO INC
9,563$1.2M0.15%
63
AJGGALLAGHER ARTHUR J & CO
4,695$1.2M0.15%
64
DEDEERE & CO
2,574$1.2M0.15%
65
SHOPSHOPIFY INC
7,166$1.2M0.14%
66
CBRECBRE GROUP INC
6,880$1.1M0.14%
67
ARGXARGENX SE
1,306$1.1M0.14%
68
LYVLIVE NATION ENTERTAINMENT IN
7,709$1.1M0.14%
69
METMETLIFE INC
13,673$1.1M0.14%
70
BKBANK NEW YORK MELLON CORP
9,205$1.1M0.13%
71
IBDUISHARES TR
45,516$1.1M0.13%
72
EMXCISHARES INC
14,653$1.1M0.13%
73
IBDVISHARES TR
48,214$1.1M0.13%
74
BACBANK AMERICA CORP
19,183$1.1M0.13%
75
PRUPRUDENTIAL FINL INC
9,245$1.0M0.13%
76
PG4PRINCIPAL FINANCIAL GROUP IN
11,783$1.0M0.13%
77
IBMINTERNATIONAL BUSINESS MACHS
3,453$1.0M0.13%
78
METAMETA PLATFORMS INC
1,543$1.0M0.13%
79
CPRTCOPART INC
25,404$994K0.12%
80
IBDWISHARES TR
46,743$988K0.12%
81
PLDPROLOGIS INC.
7,565$965K0.12%
82
MCDMCDONALDS CORP
3,156$964K0.12%
83
MRKMERCK & CO INC
9,109$958K0.12%
84
UNPUNION PAC CORP
4,143$958K0.12%
85
IBDYISHARES TR
36,642$957K0.12%
86
IBDZISHARES TR
36,280$956K0.12%
87
IBDXISHARES TR
37,469$956K0.12%
88
CMICUMMINS INC
1,856$947K0.12%
89
MKLMARKEL GROUP INC
437$939K0.12%
90
COPCONOCOPHILLIPS
9,919$928K0.12%
91
BIPCBROOKFIELD INFRASTRUCTURE CO
20,391$925K0.12%
92
FITBFIFTH THIRD BANCORP
19,757$924K0.12%
93
MRSHMARSH & MCLENNAN COS INC
4,886$906K0.11%
94
BACVERIZON COMMUNICATIONS INC
22,092$899K0.11%
95
KOCOCA COLA CO
12,819$896K0.11%
96
BROBROWN & BROWN INC
11,202$892K0.11%
97
QCOMQUALCOMM INC
5,088$870K0.11%
98
KMIKINDER MORGAN INC DEL
31,375$862K0.11%
99
USBUS BANCORP DEL
15,590$831K0.10%
100
GDGENERAL DYNAMICS CORP
2,459$827K0.10%
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