Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Gilbert & Cook, Inc. (CIK 1675762) reported $774.2M across 220 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($181.1M, 23.39%), IWL ($82.9M, 10.70%), VEA ($80.3M, 10.37%), JHMM ($67.2M, 8.68%), BND ($59.4M, 7.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $181.1M | 23.39% | 277,274 | Added |
| 2 | IWL | ISHARES TR | $82.9M | 10.70% | 516,367 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $80.3M | 10.37% | 1.3M | Trimmed |
| 4 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $67.2M | 8.68% | 1.0M | Added |
| 5 | BND | VANGUARD BD INDEX FDS | $59.4M | 7.68% | 807,177 | Added |
| 6 | IWR | ISHARES TR | $33.6M | 4.33% | 345,099 | Trimmed |
| 7 | JHSC | JOHN HANCOCK EXCHANGE TRADED | $29.9M | 3.86% | 696,637 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $11.4M | 1.47% | 65,330 | Trimmed |
| 9 | GOOG | ALPHABET INC | $10.2M | 1.32% | 35,705 | Trimmed |
| 10 | IWM | ISHARES TR | $9.1M | 1.17% | 36,523 | Trimmed |
| 11 | ARCC | ARES CAPITAL CORP | $8.0M | 1.03% | 442,156 | Trimmed |
| 12 | IWV | ISHARES TR | $6.1M | 0.79% | 16,487 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $5.8M | 0.74% | 27,649 | Trimmed |
| 14 | TSLA | TESLA INC | $4.3M | 0.56% | 11,693 | Trimmed |
| 15 | AAPL | APPLE INC | $4.0M | 0.52% | 15,792 | Trimmed |
| 16 | XOM | EXXON MOBIL CORP | $3.7M | 0.48% | 21,818 | Trimmed |
| 17 | VTI | VANGUARD INDEX FDS | $3.7M | 0.48% | 11,575 | Trimmed |
| 18 | UPS | UNITED PARCEL SVCS INC | $3.7M | 0.48% | 37,782 | Trimmed |
| 19 | MSFT | MICROSOFT CORP | $3.6M | 0.46% | 9,644 | Added |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $3.5M | 0.45% | 5,307 | Trimmed |
| 21 | SPLG | SPDR SERIES TRUST | $3.4M | 0.44% | 44,770 | Added |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.9M | 0.37% | 6,037 | Trimmed |
| 23 | CAT | CATERPILLAR INC | $2.5M | 0.33% | 3,565 | Trimmed |
| 24 | IJH | ISHARES TR | $2.5M | 0.33% | 37,658 | Trimmed |
| 25 | JPM | JPMORGAN CHASE & CO | $2.4M | 0.31% | 8,142 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31