Gilbert & Cook, Inc. Portfolio Holdings
Gilbert & Cook, Inc.
- $727 Million
- Q2 2025
Gilbert & Cook, Inc. has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $727 Million distributed in 206 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $178M, Ishares Tr Russell 200 ETF with a value of $81.4M, Vanguard Ftse Developed Market with a value of $72M, John Hancock Multifactor Mid C with a value of $56.7M, and Vanguard Bd Index Fd Inc Total with a value of $54.2M.
Examining the 13F form we can see an increase of $47M in the current position value, from $680M to 727M.
Below you can find more details about Gilbert & Cook, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$727 Million
ETFs: $545 Million
Financial Services: $52.4 Million
Technology: $33.8 Million
Consumer Cyclical: $20.1 Million
Industrials: $18.9 Million
Healthcare: $16.8 Million
Communication Services: $14.4 Million
Consumer Defensive: $9.21 Million
Other: $16.5 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 206
- Current Value $727 Million
- Prior Value $680 Million
- Filing
- Period Q2 2025
- Filing Date August 05, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 10 stocks
- Additional Purchases 132 stocks
- Sold out of 0 stocks
- Reduced holdings in 45 stocks