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Gilbert & Cook, Inc.

13F
Gilbert & Cook, Inc.
Last update 2025-05-06 203 Stocks (14 new)
Value $690.00 Mil Turnover 5 %
Countries:
Gilbert & Cook, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
285,811
160,597.0
+2.12%
23.290
+0.48%
0.030
+24.97%
+5.89%
618,966.2
 
IWL
iShares Russell Top 200 ETF
516,687
70,997.9
+2.52%
10.300
+0.25%
4.630
+25.76%
+6.60%
1,726.9
 
VEA
Vanguard FTSE Developed Markets ETF
1,285,899
65,362.3
+4.75%
9.480
+0.43%
0.050
+25.68%
+20.53%
157,444.7
 
BND
Vanguard Total Bond Market ETF
784,153
57,596.0
-1.54%
8.350
-0.12%
0.040
+1.38%
+3.20%
126,972.4
 
JHMM
John Hancock Multifactor Mid Cap ETF
John Hancock Multifactor Mid Cap ETF
859,667
49,258.9
+23.97%
7.140
+1.38%
1.270
+23.77%
+4.27%
4,209.8
 
IWR
iShares Russell Mid-Cap ETF
396,580
33,737.1
-13.96%
4.890
-0.80%
0.090
+24.77%
+6.01%
43,946.1
 
ARCC
Ares Capital Corp
1,342,899
29,758.7
-14.32%
4.320
-0.69%
0.190
+21.17%
+7.07%
15,563.6
Asset Management
JHSC
John Hancock Multifactor Small Cap ETF
John Hancock Multifactor Small Cap ETF
515,448
19,212.0
+39.97%
2.790
+0.80%
3.780
+23.31%
+0.75%
551.5
 
IWM
iShares Russell 2000 ETF
47,862
9,547.9
-29.73%
1.380
-0.63%
0.020
+26.91%
+0.63%
65,710.0
 
NVDA
NVIDIA Corp
66,921
7,252.9
-3.52%
1.050
-0.05%
0.000
+66.16%
+19.16%
3,902,009.1
Semiconductors

Gilbert & Cook, Inc.'s Historical Top Holdings Breakdowns

Gilbert & Cook, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JHMM
John Hancock Multifactor Mid Cap ETF
John Hancock Multifactor Mid Cap ETF
2025-03-31
Add
Add
+1.38%
55.69 ($60.14) 63.12
$62.00
3.09%
Add 23.97%
859,667
166,208
IWR
iShares Russell Mid-Cap ETF
2025-03-31
Reduce
Reduce
-0.80%
82.81 ($89.19) 92.93
$93.15
4.44%
Reduce -13.96%
396,580
-64,345
JHSC
John Hancock Multifactor Small Cap ETF
John Hancock Multifactor Small Cap ETF
2025-03-31
Add
Add
+0.80%
36.26 ($39.62) 41.89
$40.04
1.06%
Add 39.97%
515,448
147,195
ARCC
Ares Capital Corp
2025-03-31
Reduce
Reduce
-0.69%
21.28 ($22.7) 23.81
$22.42
-1.23%
Reduce -14.32%
1,342,899
-224,371
IWM
iShares Russell 2000 ETF
2025-03-31
Reduce
Reduce
-0.63%
198.1 ($216.92) 229.79
$221.25
2.00%
Reduce -29.73%
47,862
-20,254
OBDC
Blue Owl Capital Corp
2025-03-31
Add
Add
+0.51%
14.08 ($15.02) 15.64
$14.42
-3.99%
Add 466.01%
289,663
238,487
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.48%
554.06 ($590.51) 615.85
$623.33
5.56%
Add 2.12%
285,811
5,922
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.43%
47.4 ($50.6) 52.99
$56.92
12.49%
Add 4.75%
1,285,899
58,347
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.40%
209.68 ($231.67) 247.1
$210.01
-9.35%
Reduce -41.85%
15,729
-11,318
OBDE Unlock Delisted
Blue Owl Capital Corp III
2025-03-31
Sold Out
Sold Out
-0.34%
14.14 ($14.43) 14.71
$14.14
-2.01%
Sold Out
0
-168,819

Gilbert & Cook, Inc. Total Holding History ($B)

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Gilbert & Cook, Inc.'s Asset Allocation

To

Gilbert & Cook, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Gilbert & Cook, Inc.'s Hypothetical Growth since 2025-03-31

Gilbert & Cook, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Gilbert & Cook, Inc.'s Holdings Heat Map

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Gilbert & Cook, Inc.'s Holdings Bubble Chart

Gilbert & Cook, Inc. News

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