EdgeMarket › What Gilbert & Cook, Inc. reported owning
What Gilbert & Cook, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
774.2MPositions
221Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 181.1M | 23.4% | 277.3K | 769.31 | +20.0% |
| IWL iShares Russell Top 200 ETF | 82.9M | 10.7% | 516.4K | 189.35 | +19.7% |
| VEA Vanguard FTSE Developed Markets ETF | 80.3M | 10.4% | 1.3M | 73.42 | +24.7% |
| JHMM John Hancock Multifactor Mid Cap ETF | 67.2M | 8.7% | 1.0M | 75.95 | +20.9% |
| BND Vanguard Total Bond Market ETF | 59.4M | 7.7% | 807.2K | 72.23 | -1.8% |
| IWR iShares Russell Mid-Cap ETF | 33.6M | 4.3% | 345.1K | 113.44 | +20.4% |
| JHSC John Hancock Multifactor Small Cap ETF | 29.9M | 3.9% | 696.6K | 49.02 | +21.0% |
| NVDA NVIDIA CORP | 11.4M | 1.5% | 65.3K | 214.72 | +22.4% |
| GOOG Alphabet Inc. | 10.2M | 1.3% | 35.7K | 341.75 | +70.7% |
| IWM iShares Russell 2000 ETF | 9.1M | 1.2% | 36.5K | 299.96 | +33.1% |
| ARCC ARES CAPITAL CORP | 8.0M | 1.0% | 442.2K | 19.92 | -10.6% |
| IWV iShares Russell 3000 Fund | 6.1M | 0.8% | 16.5K | 436.47 | +20.5% |
| AMZN AMAZON COM INC | 5.8M | 0.7% | 27.6K | 258.63 | +15.6% |
| TSLA Tesla, Inc. | 4.3M | 0.6% | 11.7K | 362.86 | +12.0% |
| AAPL Apple Inc. | 4.0M | 0.5% | 15.8K | 309.35 | +36.9% |
| UPS UNITED PARCEL SERVICE INC | 3.7M | 0.5% | 37.8K | 102.01 | +17.3% |
| VTI Vanguard Morningstar Total Stock Market ETF | 3.7M | 0.5% | 11.6K | 378.24 | +20.5% |
| XOM ExxonMobil Holdings Corp | 3.7M | 0.5% | 21.8K | 165.11 | +52.1% |
| MSFT MICROSOFT CORP | 3.6M | 0.5% | 9.6K | 483.24 | -4.4% |
| SPY SPDR S&P 500 ETF TRUST | 3.5M | 0.4% | 5.3K | 765.72 | +20.0% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 3.4M | 0.4% | 44.8K | 90.13 | +20.1% |
| unmapped CUSIP 084670702 | 2.9M | 0.4% | 6.0K | — | — |
| IJH iShares Core S&P Mid-Cap ETF | 2.5M | 0.3% | 37.7K | 76.77 | +20.8% |
| CAT CATERPILLAR INC | 2.5M | 0.3% | 3.6K | 827.90 | +96.8% |
| JPM JPMORGAN CHASE & CO | 2.4M | 0.3% | 8.1K | 351.58 | +20.3% |
| LHX L3HARRIS TECHNOLOGIES, INC. /DE/ | 2.3M | 0.3% | 6.7K | 266.73 | -3.4% |
| WMT Walmart Inc. | 2.3M | 0.3% | 18.5K | 103.70 | +1.1% |
| NFLX NETFLIX INC | 2.2M | 0.3% | 22.9K | 79.59 | -34.4% |
| JNJ JOHNSON & JOHNSON | 2.2M | 0.3% | 8.8K | 270.24 | +51.1% |
| IEFA iShares Core MSCI EAFE ETF | 2.1M | 0.3% | 23.6K | 100.85 | +16.8% |
| PG PROCTER & GAMBLE Co | 2.1M | 0.3% | 14.4K | 144.68 | -9.3% |
| ASND Ascendis Pharma A/S | 2.0M | 0.3% | 8.6K | 253.29 | +31.4% |
| PH Parker-Hannifin Corp | 2.0M | 0.3% | 2.2K | 1,001.74 | +34.8% |
| TPL Texas Pacific Land Corp | 1.8M | 0.2% | 3.8K | 383.64 | +28.6% |
| CSCO CISCO SYSTEMS, INC. | 1.8M | 0.2% | 22.8K | 111.04 | +65.5% |
| WFC WELLS FARGO & COMPANY/MN | 1.7M | 0.2% | 21.8K | 83.84 | +7.3% |
| PM Philip Morris International Inc. | 1.7M | 0.2% | 10.2K | 188.23 | +8.9% |
| RKLB Rocket Lab Corp | 1.7M | 0.2% | 26.3K | 72.57 | +78.3% |
| ABBV AbbVie Inc. | 1.6M | 0.2% | 7.5K | 264.96 | +26.7% |
| DE DEERE & CO | 1.5M | 0.2% | 2.6K | 647.47 | +31.4% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 1.5M | 0.2% | 2.5K | 713.44 | +26.1% |
| CDNS CADENCE DESIGN SYSTEMS INC | 1.4M | 0.2% | 5.2K | 319.02 | -7.7% |
| HD HOME DEPOT, INC. | 1.4M | 0.2% | 4.3K | 335.61 | -16.5% |
| MA Mastercard Inc | 1.4M | 0.2% | 2.8K | 580.63 | -2.0% |
| IJR iShares Core S&P Small-Cap ETF | 1.4M | 0.2% | 11.3K | 147.31 | +29.0% |
| VO Vanguard Morningstar Mid-Cap ETF | 1.4M | 0.2% | 4.8K | 82.97 | +15.9% |
| LLY ELI LILLY & Co | 1.3M | 0.2% | 1.5K | 1,255.40 | +78.0% |
| AVGO Broadcom Inc. | 1.3M | 0.2% | 4.3K | 368.45 | +26.5% |
| COP CONOCOPHILLIPS | 1.3M | 0.2% | 10.1K | 134.87 | +42.1% |
| BN BROOKFIELD Corp /ON/ | 1.3M | 0.2% | 32.8K | 41.69 | -2.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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