GC

Gilbert & Cook, Inc.

13F
Gilbert & Cook, Inc.
Last update 2025-05-06 203 Stocks (14 new)
Value $690.00 Mil Turnover 5 %
Countries:
Top Holdings: IVV(23.29%)IWL(10.30%)VEA(9.48%)BND(8.35%)JHMM(7.14%)
Summary Stock Picks Current Portfolio
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
+19.14%
+7.22%
631,078.0
 
IWL
iShares Russell Top 200 ETF
516,687
70,997.9
+2.52%
10.300
+0.25%
4.630
+19.97%
+7.49%
1,741.2
 
VEA
Vanguard FTSE Developed Markets ETF
1,285,899
65,362.3
+4.75%
9.480
+0.43%
0.050
+13.70%
+19.94%
157,607.2
 
BND
Vanguard Total Bond Market ETF
784,153
57,596.0
-1.54%
8.350
-0.12%
0.040
+0.84%
+3.08%
127,251.0
 
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
+15.88%
+3.44%
4,133.5
 
IWR
iShares Russell Mid-Cap ETF
396,580
33,737.1
-13.96%
4.890
-0.80%
0.090
+16.66%
+5.53%
42,516.8
 
ARCC
Ares Capital Corp
1,342,899
29,758.7
-14.32%
4.320
-0.69%
0.190
+17.31%
+10.13%
16,007.8
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
+15.23%
-0.43%
548.0
 
IWM
iShares Russell 2000 ETF
47,862
9,547.9
-29.73%
1.380
-0.63%
0.020
+19.82%
+0.53%
66,161.5
 
NVDA
NVIDIA Corp
66,921
7,252.9
-3.52%
1.050
-0.05%
0.000
+64.02%
+27.63%
4,179,295.7
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
$61.51
2.28%
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
$92.73
3.97%
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
$39.57
-0.13%
Add 39.97%
515,448
147,195
ARCC
Ares Capital Corp
2025-03-31
Reduce
Reduce
-0.69%
●
21.28 ($22.7) 23.81
$23.06
1.59%
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
$221.02
1.89%
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
$14.95
-0.47%
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
$627.25
6.22%
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
$56.64
11.94%
Add 4.75%
1,285,899
58,347
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.40%
●
209.68 ($231.67) 247.1
$210.16
-9.28%
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)

To

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

Top Ranked Articles

  • 1

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

Size field:

Gilbert & Cook, Inc.'s Holdings Bubble Chart

Gilbert & Cook, Inc. News

  • 1

Discussions on Gilbert & Cook, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.