§ 13F · FUND PROFILE
Gilbert & Cook, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $740.0T (13F)Positions · 206Turnover · — · Q4Filed · Jan 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$13.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 275K | $188.3T | 23.7% | −1% |
| 2 | IWL | ISHARES TR | 509K | $86.9T | 10.9% | −1% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 1.26M | $78.6T | 9.9% | ±0% |
| 4 | JHMM | JOHN HANCOCK EXCHANGE TRADED | 973K | $63.7T | 8.0% | +2% |
| 5 | BND | VANGUARD BD INDEX FDS | 779K | $57.7T | 7.3% | ±0% |
| 6 | IWR | ISHARES TR | 353K | $33.9T | 4.3% | −3% |
| 7 | JHSC | JOHN HANCOCK EXCHANGE TRADED | 674K | $28.3T | 3.6% | +14% |
| 8 | NVDA | NVIDIA CORPORATION | 68K | $12.7T | 1.6% | +1% |
| 9 | GOOG | ALPHABET INC | 36K | $11.3T | 1.4% | −3% |
| 10 | ARCC | ARES CAPITAL CORP | 501K | $10.1T | 1.3% | −35% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GILBERT SIGNAL
AC read
Gilbert & Cook, Inc. is a Other fund managing $739979.0 trillion in assets. The fund runs a broad portfolio of 206 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed