Fund Holdings — Gilbert & Cook, Inc.

Total Portfolio Value
$795.57M
Total Bought
$33.72M
Total Sold
$33.49M
Net Transaction
+$230.0K
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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JOHN HANCOCK EXCHANGE TRADED
MULTIFACTR SML
591,020673,893+82,87324,73428,2973.56%+3,563
ISHARES TR276,476274,986-1,490185,045188,34923.67%+3,304
VANGUARD TAX-MANAGED FDS1,263,5571,258,426-5,13175,71278,6149.88%+2,902
ALPHABET INC(GOOG)36,98535,978-1,0079,00811,2901.42%+2,282
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
953,577972,582+19,00561,68763,6858.00%+1,998
L3HARRIS TECHNOLOGIES INC(LHX)2,1516,683+4,5326571,9620.25%+1,305
ISHARES TR515,613509,259-6,35485,64386,89510.92%+1,252
ISHARES TR045,516+45,51601,0650.13%+1,065
UNION PAC CORP(UNP)04,143+4,14309580.12%+958
ISHARES TR036,642+36,64209580.12%+958
ISHARES TR
IBONDS DEC 2034
036,280+36,28009570.12%+957
ROCKET LAB CORP(RKLB)43,09743,207+1102,0653,0140.38%+949
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
016,036+16,03608200.10%+820
ISHARES TR
IBONDS DEC2026
027,407+27,40706640.08%+664
UNITED PARCEL SERVICE INC(UPS)40,80040,966+1663,4084,0630.51%+655
ISHARES TR
IBONDS 27 ETF
026,575+26,57506450.08%+645
ISHARES TR
IBDS DEC28 ETF
022,408+22,40805700.07%+570
MARSH & MCLENNAN COS INC(MRSH)1,8464,886+3,0403729060.11%+534
COHERENT CORP(COHR)02,809+2,80905180.07%+518
INSMED INC(INSM)02,849+2,84904960.06%+496
ISHARES TR
IBONDS DEC 2035
019,085+19,08504950.06%+495
ASCENDIS PHARMA A/S(ASND)6,8028,637+1,8351,3521,8420.23%+489
WELLS FARGO CO NEW(WFC)21,85024,591+2,7411,8312,2920.29%+460
INVESCO QQQ TR2,8283,452+6241,6982,1210.27%+423
STRUCTURE THERAPEUTICS INC05,682+5,68203950.05%+395
PROLOGIS INC.(PLD)5,3627,565+2,2036149660.12%+352
DOORDASH INC(DASH)1,7173,607+1,8904678170.10%+350
REGENERON PHARMACEUTICALS(REGN)1,7341,709-259751,3190.17%+344
CATERPILLAR INC(CAT)3,6183,604-141,7262,0650.26%+338
PRINCIPAL FINANCIAL GROUP IN(PFG)8,49911,783+3,2847051,0390.13%+335
INTUITIVE SURGICAL INC3,1693,056-1131,4171,7310.22%+314
ALPHABET INC(GOOG)4,9544,739-2151,2041,4830.19%+279
PARKER-HANNIFIN CORP(PH)2,1562,175+191,6351,9120.24%+277
APPLOVIN CORP(APP)6451,095+4504637380.09%+274
JOHNSON & JOHNSON(JNJ)8,2988,741+4431,5391,8090.23%+270
SPDR SERIES TRUST
ST STR P500ETF
38,77041,198+2,4283,0373,3050.42%+268
WATERS CORP(WAT)0702+70202670.03%+267
PALANTIR TECHNOLOGIES INC(PLTR)3,0944,652+1,5585648270.10%+262
VANGUARD INDEX FDS19,35619,727+3716,3526,6140.83%+262
MERCK & CO INC(MRK)8,7029,109+4077309590.12%+228
ROSS STORES INC(ROST)01,238+1,23802230.03%+223
LIBERTY MEDIA CORP DEL(FWONA)02,401+2,40102150.03%+215
CROWN CASTLE INC(CCI)3,0725,720+2,6482965080.06%+212
ELI LILLY & CO(LLY)1,7651,450-3151,3471,5580.20%+212
APPFOLIO INC(APPF)0901+90102100.03%+210
AMGEN INC(AMGN)0639+63902090.03%+209
WALMART INC(WMT)17,84618,321+4751,8392,0410.26%+202
CISCO SYS INC(CSCO)22,65822,738+801,5501,7520.22%+201
BANK AMERICA CORP16,58619,183+2,5978561,0550.13%+199
PENTAIR PLC(PNR)3,5315,642+2,1113915880.07%+196
ISHARES TR
CORE MSCI EAFE
22,80224,303+1,5011,9912,1740.27%+183
EXXON MOBIL CORP21,88921,995+1062,4682,6470.33%+179
CUMMINS INC(CMI)1,8371,856+197769470.12%+172
COMCAST CORP NEW(CCZ)14,90321,283+6,3804686360.08%+168
NVIDIA CORPORATION(NVDA)67,56868,336+76812,60712,7451.60%+138
ISHARES TR16,57516,583+86,2816,4150.81%+134
AURORA INNOVATION INC22,61064,822+42,2121222490.03%+127
ARGENX SE(ARGX)1,3281,306-229791,0980.14%+119
MARKEL GROUP INC(MKL)433437+48289390.12%+112
PRUDENTIAL FINL INC(PFH)9,0289,245+2179371,0440.13%+107
CBRE GROUP INC(CBRE)6,3456,880+5351,0001,1060.14%+107
CITIGROUP INC(C)5,5635,719+1565656670.08%+103
AMAZON COM INC(AMZN)28,61127,659-9526,2826,3840.80%+102
BROOKFIELD INFRASTRUCTURE CO(BIPC)20,19620,391+1958309260.12%+95
SHOPIFY INC(SHOP)7,1227,166+441,0581,1540.14%+95
FAIR ISAAC CORP(FICO)427430+36397270.09%+88
US BANCORP DEL(USB)15,40615,590+1847458320.10%+87
BROADCOM INC(AVGO)4,1844,221+371,3801,4610.18%+81
BANK NEW YORK MELLON CORP9,1059,205+1009921,0690.13%+77
ISHARES INC
MSCI EMRG CHN
14,65314,65309891,0650.13%+76
DANAHER CORPORATION(DHR)1,8451,867+223664270.05%+62
FIFTH THIRD BANCORP(FITB)19,41919,757+3388659250.12%+60
LPL FINL HLDGS INC(LPLA)1,3561,430+744515110.06%+60
HYATT HOTELS CORP(H)2,3562,439+833343910.05%+57
MEDTRONIC PLC(MDT)6,1516,671+5205866410.08%+55
HILTON WORLDWIDE HLDGS INC(HLT)5,5675,210-3571,4441,4970.19%+52
INTERNATIONAL BUSINESS MACHS(IBM)3,4503,453+39731,0230.13%+49
PERIMETER SOLUTIONS INC(PRM)9,4009,409+92102590.03%+49
COCA COLA CO(KO)12,82212,819-38508960.11%+46
AMETEK INC1,2251,331+1062302730.03%+43
GILEAD SCIENCES INC(GILD)3,5103,522+123904320.05%+43
CITIZENS FINL GROUP INC(CFG)6,4306,559+1293423830.05%+41
ARES MANAGEMENT CORPORATION(ARES)2,5522,769+2174084480.06%+40
BROOKFIELD RENEWABLE CORP(BEPC)8,7078,753+463003360.04%+36
PNC FINL SVCS GROUP INC(PNC)2,9943,053+596026370.08%+36
LAMAR ADVERTISING CO NEW(LAMR)4,6784,805+1275736080.08%+36
DEERE & CO(DE)2,5472,574+271,1651,1990.15%+34
WABTEC(WAB)3,1093,073-366236560.08%+33
ACCENTURE PLC IRELAND
SHS CLASS A
1,2421,256+143063370.04%+31
ISHARES TR4,7305,142+4126747040.09%+31
SCHWAB STRATEGIC TR41,10241,10201,3121,3410.17%+29
S&P GLOBAL INC(SPGI)994978-164845110.06%+27
QUALCOMM INC(QCOM)5,0705,088+188448700.11%+27
BECTON DICKINSON & CO(BDX)2,9112,936+255455700.07%+25
ISHARES TR1,3671,405+386406650.08%+25
GAMING & LEISURE PPTYS INC(GLPI)5,1705,907+7372412640.03%+23
COSTCO WHSL CORP NEW(COST)405461+563753980.05%+23
CSX CORP(CSX)18,74818,946+1986666870.09%+21
APOLLO GLOBAL MGMT INC(APO)1,8711,867-42492700.03%+21
ISHARES TR38,04737,908-1392,4832,5020.31%+19
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Gilbert & Cook, Inc. — 13F Holdings — Q4 2025 | TickerTrail