§ 13F · FUND PROFILE
Gilbert & Cook, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $778M (13F)Positions · 210Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 277K | $181M | 23.4% | +1% |
| 2 | IWL | ISHARES TR | 516K | $83M | 10.7% | +1% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 1.25M | $80M | 10.4% | ±0% |
| 4 | JHMM | JOHN HANCOCK EXCHANGE TRADED | 1.00M | $67M | 8.7% | +3% |
| 5 | BND | VANGUARD BD INDEX FDS | 807K | $59M | 7.7% | +4% |
| 6 | IWR | ISHARES TR | 345K | $34M | 4.3% | −2% |
| 7 | JHSC | JOHN HANCOCK EXCHANGE TRADED | 697K | $30M | 3.9% | +3% |
| 8 | NVDA | NVIDIA CORPORATION | 65K | $11M | 1.5% | −4% |
| 9 | GOOG | ALPHABET INC | 36K | $10M | 1.3% | −1% |
| 10 | IWM | ISHARES TR | 37K | $9M | 1.2% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GILBERT SIGNAL
AC read
Gilbert & Cook, Inc. is a Other fund managing $778 million in assets. The fund runs a broad portfolio of 210 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed