Gilbert & Cook, Inc. - Portfolio overview

Gilbert & Cook, Inc. has 242 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

  1. IVV - ISHARES TR, 23.00%
  2. IWL - ISHARES TR, 10.52%
  3. VEA - VANGUARD TAX-MANAGED FDS, 10.20%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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