Gilbert & Cook, Inc.: 13F holdings
CIK 16757622026Q2
| Positions | 229 |
|---|
| Reported value | $869.0m |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 229 (+8 vs prior quarter) |
|---|
| Reported value | $869.0m (+12.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 276,102 | $206.8m | 23.8% |
| IWL ISHARES TR | 508,409 | $94.0m | 10.8% |
| VEA VANGUARD TAX-MANAGED FDS | 1,239,039 | $88.3m | 10.2% |
| JHMM JOHN HANCOCK EXCHANGE TRADED | 1,007,790 | $75.5m | 8.7% |
| BND VANGUARD BD INDEX FDS | 854,157 | $62.7m | 7.2% |
| IWR ISHARES TR | 340,536 | $37.6m | 4.3% |
| JHSC JOHN HANCOCK EXCHANGE TRADED | 723,059 | $35.1m | 4.0% |
| NVDA NVIDIA CORPORATION | 65,675 | $13.1m | 1.5% |
| GOOG ALPHABET INC | 32,780 | $11.6m | 1.3% |
| IWM ISHARES TR | 35,808 | $10.8m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1675762")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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