Gilbert & Cook, Inc. Reduced Holdings in Q1 2025

Gilbert & Cook, Inc.

  • $680 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
-64.3K
- 13.96%
$82.81 - $92.93 $5.33M - $5.98M
397K $33.7M
IWM
Ishares Russell 2000 ETF

ETFs
-20.3K
- 29.73%
$198.1 - $229.79 $4.01M - $4.65M
47.9K $9.55M
ARCC
Ares Capital Corp

Financial Services
-224K
- 14.32%
$21.28 - $23.81 $4.77M - $5.34M
1.34M $29.8M
AAPL
Apple Inc.

Technology
-11.3K
- 41.85%
$209.68 - $247.1 $2.37M - $2.8M
15.7K $3.49M
UPS
United Parcel Service Inc

Industrials
-12.8K
- 24.5%
$109.66 - $136.26 $1.4M - $1.74M
39.4K $4.33M
NVDA
Nvidia Corp

Technology
-2.44K
- 3.52%
$106.98 - $149.43 $261K - $364K
66.9K $7.25M
GOOG
Alphabet Inc.

Communication Services
-694
- 1.91%
$156.06 - $207.71 $108K - $144K
35.7K $5.57M
VNQ
Vanguard Specialized Funds Van

ETFs
-14.4K
- 44.3%
$85.55 - $94.34 $1.23M - $1.36M
18.1K $1.64M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.64K
- 5.62%
$190.26 - $242.06 $313K - $398K
27.6K $5.25M
MSFT
Microsoft Corp

Technology
-1.2K
- 10.37%
$375.39 - $447.2 $449K - $535K
10.3K $3.88M
STZ
Constellation Brands, Inc.

Consumer Defensive
-2.22K
- 48.89%
$161.05 - $222.93 $358K - $496K
2.33K $426K
MPWR
Monolithic Power Systems Inc

Technology
-737
- 53.52%
$565.7 - $720.25 $417K - $531K
640 $371K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-557
- 17.07%
$468.34 - $539.52 $261K - $301K
2.71K $1.27M
KKR
Kkr & Co. Inc.

Financial Services
-722
- 7.46%
$108.17 - $167.07 $78.1K - $121K
8.95K $1.04M
CRM
Salesforce, Inc.

Technology
-13
- 0.23%
$268.36 - $359.95 $3.49K - $4.68K
5.72K $1.53M
AVGO
Broadcom Inc.

Technology
-350
- 8.11%
$167.43 - $244.7 $58.6K - $85.6K
3.96K $663K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-6.64K
- 25.81%
$51.52 - $52.37 $342K - $348K
19.1K $1M
ARGX
Argenx Se

Healthcare
-443
- 25.21%
$571.0 - $671.75 $253K - $298K
1.31K $777K
AJG
Arthur J. Gallagher & Co.

Financial Services
-1.9K
- 31.89%
$275.89 - $345.24 $525K - $657K
4.07K $1.4M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-116
- 0.42%
$47.79 - $59.89 $5.54K - $6.95K
27.4K $1.38M
TPL
Texas Pacific Land Corp

Energy
-741
- 21.96%
$1180.08 - $1431.01 $874K - $1.06M
2.63K $3.49M
WMT
Walmart Inc.

Consumer Defensive
-1.78K
- 7.41%
$84.5 - $105.05 $150K - $187K
22.2K $1.95M
SPY
Spdr S&P 500 ETF Trust

ETFs
-110
- 1.97%
$551.42 - $612.93 $60.7K - $67.4K
5.46K $3.05M
MRK
Merck & Co., Inc.

Healthcare
-1.22K
- 12.75%
$83.01 - $101.02 $101K - $123K
8.34K $748K
APO
Apollo Global Management, Inc.

Financial Services
-700
- 23.45%
$126.01 - $172.06 $88.2K - $120K
2.29K $312K
NFLX
Netflix Inc

Communication Services
-293
- 11.38%
$828.4 - $1058.6 $243K - $310K
2.28K $2.13M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-121
- 0.32%
$57.21 - $65.8 $6.92K - $7.96K
38.2K $2.23M
PRU
Prudential Financial Inc

Financial Services
-801
- 8.5%
$105.04 - $122.33 $84.1K - $98K
8.63K $963K
CAT
Caterpillar Inc

Industrials
-104
- 2.9%
$326.75 - $407.63 $34K - $42.4K
3.49K $1.15M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-152
- 1.31%
$102.49 - $119.96 $15.6K - $18.2K
11.4K $1.19M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-292
- 0.7%
$24.91 - $29.02 $7.27K - $8.47K
41.5K $1.04M
IT
Gartner Inc

Technology
-17
- 1.25%
$418.25 - $548.38 $7.11K - $9.32K
1.35K $565K
VUG
Vanguard Growth ETF

ETFs
-82
- 6.26%
$369.1 - $427.61 $30.3K - $35.1K
1.23K $455K
FICO
Fair Isaac Corp

Technology
-11
- 2.65%
$1695.35 - $2030.47 $18.6K - $22.3K
404 $745K
LHX
L3 Harris Technologies, Inc.

Industrials
-371
- 15.11%
$194.65 - $222.86 $72.2K - $82.7K
2.08K $436K
CINF
Cincinnati Financial Corp

Financial Services
-598
- 28.27%
$133.67 - $147.81 $79.9K - $88.4K
1.52K $224K
COP
Conocophillips

Energy
-1.34K
- 12.35%
$88.6 - $105.85 $119K - $142K
9.51K $998K
SHOP
Shopify Inc.

Technology
-36
- 0.57%
$90.59 - $129.31 $3.26K - $4.66K
6.31K $602K
PEP
Pepsico Inc

Consumer Defensive
-383
- 7.01%
$142.64 - $156.42 $54.6K - $59.9K
5.08K $762K
MCD
Mcdonalds Corp

Consumer Cyclical
-481
- 13.15%
$279.74 - $321.29 $135K - $155K
3.18K $992K
PFE
Pfizer Inc

Healthcare
-1.3K
- 5.05%
$25.01 - $27.13 $32.4K - $35.2K
24.4K $618K
VO
Vanguard Mid Cap ETF

ETFs
-129
- 2.6%
$251.87 - $277.95 $32.5K - $35.9K
4.84K $1.25M
ABBV
Abb Vie Inc.

Healthcare
-1.65K
- 18.06%
$169.2 - $216.66 $278K - $356K
7.46K $1.56M
IBM
International Business Machines Corp

Technology
-651
- 16.98%
$217.4 - $264.74 $142K - $172K
3.18K $791K
MMM
3 M CO

Industrials
-924
- 18.1%
$129.7 - $155.12 $120K - $143K
4.18K $614K
WFC
Wells Fargo & Company

Financial Services
-1.16K
- 4.57%
$66.78 - $81.42 $77.5K - $94.5K
24.2K $1.74M
COST
Costco Wholesale Corp

Consumer Defensive
-58
- 14.54%
$890.62 - $1076.86 $51.7K - $62.5K
341 $322K
BAC
Bank Of America Corp

Financial Services
-121
- 0.76%
$39.61 - $47.74 $4.79K - $5.78K
15.9K $661K
PG
Procter & Gamble CO

Consumer Defensive
-357
- 2.61%
$158.56 - $176.26 $56.6K - $62.9K
13.3K $2.27M
Activity Summary
Buys All Purchases 112 New Holdings 14 Increased Positions 98 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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