Gilbert & Cook, Inc.
•CIK: 1675762•Filing: Q4 2025
**Gilbert & Cook, Inc.** manages $796M across a diversified portfolio of 220 positions. The fund exhibits significant allocations to core market indices and fixed income, notably holding IVV at $188.3M and BND at $57.7M. Top concentration areas include international exposure via VEA ($78.6M) and IWL ($86.9M). The portfolio maintains strategic tilts toward technology and real assets, evidenced by substantial positions in NVDA ($12.7M) and ARCC ($10.1M).
Total AUM
$795.6M
QoQ Performance
+2.2%
Positions
179
Top 10 Concentration
72.2%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IWL
VEA
JHMM
BND
IVV23.7%
IWL10.9%
VEA9.9%
JHMM8.0%
BND7.3%
IWR4.3%
JHSC3.6%
NVDA1.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.8%
ETF24.3%
Technology5.2%
Consumer2.5%
Financial2.2%
Healthcare1.3%
Industrial1.1%
Communication0.6%
🚪 Exited Positionssold since Q3 2025
+23 more exited positions
Changes from Q3 2025
NEW18 new positions
↑116 increased
↓59 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023