account_balance

Investment manager · 13F filer · SEC CIK 1675762

Gilbert & Cook, Inc.

Reported value$869Mas of Jun 30, 2026
Positions229 17 new, 9 sold out
Top 10 weight73.1%IVV alone is 24%
FiledJul 2828 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 23.8% Held
IWL iShares Tr 10.8% Held
VEA Vanguard Tax-Managed FDS 10.2% Held
JHMM John Hancock Exchange Traded 8.7% Held
BND Vanguard Bd Index FDS 7.2% Added +6%
IWR iShares Tr 4.3% Held
JHSC John Hancock Exchange Traded 4.0% Added +4%
NVDA NVIDIA Corp 1.5% HeldGOOG Alphabet Inc. 1.3% Trimmed −8%
IWM iShares Tr 1.2% Held
ARCC Ares Capital Corp 0.8% Trimmed −11%
IWV iShares Tr 0.8% Held

What changed

Biggest moves since Mar 31, 2026

Filed Jul 28, 2026, compared with the May 5, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist