Institutional Fund
Gilbert & Cook, Inc.
West Des Moines, IACIK 16757625 filings on record
Portfolio Value
$774.22M
Q1 2026
Holdings
221
Reported positions
New Buys
12
Opened this quarter
QoQ Change
-2.7%
from $795.57M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr23.4%
- Ishares Tr10.7%
- Vanguard Tax-Managed Fds10.4%
- John Hancock Exchange Traded8.7%
- Vanguard Bd Index Fds7.7%
- Ishares Tr4.3%
- Other34.8%
Portfolio Holdings
221 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 277.3K | $181.12M | 23.4% | +2.3K | Added |
| 2 | Ishares Tr | 516.4K | $82.87M | 10.7% | +7.1K | Added |
| 3 | Vanguard Tax-Managed Fds | 1.25M | $80.29M | 10.4% | −5.4K | Reduced |
| 4 | John Hancock Exchange Traded | 1.00M | $67.20M | 8.7% | +28.6K | Added |
| 5 | Vanguard Bd Index Fds | 807.2K | $59.44M | 7.7% | +28.1K | Added |
| 6 | Ishares Tr | 345.1K | $33.55M | 4.3% | −7.5K | Reduced |
| 7 | John Hancock Exchange Traded | 696.6K | $29.88M | 3.9% | +22.7K | Added |
| 8 | Nvidia Corporation | 65.3K | $11.39M | 1.5% | −3.0K | Reduced |
| 9 | Alphabet Inc | 35.7K | $10.24M | 1.3% | −273 | Reduced |
| 10 | Ishares Tr | 36.5K | $9.06M | 1.2% | −756 | Reduced |
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