StockDriftsStockDriftsTop 50 Gilbert & Cook, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 23.8% | 276.1K | $206.8M | -0.42%(-1.17K) | $221.54(+251.59%) | 2026-06-30 | |
| IWL | ISHARES TR | 10.82% | 508.4K | $94.0M | -1.54%(-7.96K) | $96.18(+99.70%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.16% | 1.24M | $88.3M | -1.11%(-13.97K) | $42.45(+74.35%) | 2026-06-30 | |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 8.69% | 1.01M | $75.5M | +0.66%(+6.59K) | $60.08(+28.40%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 7.22% | 854.2K | $62.7M | +5.82%(+46.98K) | $76.45(-5.49%) | 2026-06-30 | |
| IWR | ISHARES TR | 4.32% | 340.5K | $37.6M | -1.32%(-4.56K) | $45.11(+153.83%) | 2026-06-30 | |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | 4.04% | 723.1K | $35.1M | +3.79%(+26.42K) | $40.04(+24.15%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.51% | 65.7K | $13.1M | +0.53%(+345) | $34.76(+550.38%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 1.33% | 32.8K | $11.6M | -8.19%(-2.92K) | $136.15(+151.68%) | 2026-06-30 | |
| IWM | ISHARES TR | 1.24% | 35.8K | $10.8M | -1.96%(-715) | $144.01(+110.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.89% | +51.64% | +7.91% | +46.29% |
| Top 20 Holdings Unweighted | +15.90% | +55.69% | +9.07% | +54.35% |
Gilbert & Cook, Inc. reports $868.95M in US-listed equity holdings across 229 positions in its most recent 13F filing. Its largest disclosed positions are IVV (23.8%), IWL (10.8%) and VEA (10.2%). The top 20 holdings account for 79.01% of reported assets. Its disclosed equity book has returned +51.64% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Gilbert & Cook, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1675762). View Gilbert & Cook, Inc.’s 13F filings on SEC