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Holders — by stockHoldings — by fund

Gilbert & Cook, Inc.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001675762

$869.0M

disclosed book value

229

positions

23.8%

largest position share

Positions, as of 2026-06-30

top 100 of 229 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1IVVISHARES TR276,102$206.8M23.8%
2IWLISHARES TR508,409$94.0M10.8%
3VEAVANGUARD TAX-MANAGED FDS1.2M$88.3M10.2%
4JHMMJOHN HANCOCK EXCHANGE TRADED1.0M$75.5M8.7%
5BNDVANGUARD BD INDEX FDS854,157$62.7M7.2%
6IWRISHARES TR340,536$37.6M4.3%
7JHSCJOHN HANCOCK EXCHANGE TRADED723,059$35.1M4%
8NVDANVIDIA CORPORATION65,675$13.1M1.5%
9GOOGALPHABET INC32,780$11.6M1.3%
10IWMISHARES TR35,808$10.8M1.2%
11ARCCARES CAPITAL CORP394,800$7.3M0.8%
12IWVISHARES TR16,481$7.0M0.8%
13AMZNAMAZON COM INC26,459$6.3M0.7%
14AAPLAPPLE INC20,088$5.8M0.7%
15TSLATESLA INC11,836$5.0M0.6%
16VTIVANGUARD INDEX FDS11,085$4.1M0.5%
17SPYMSPDR SERIES TRUST46,324$4.1M0.5%
18UPSUNITED PARCEL SVCS INC36,807$4.0M0.5%
19SPYSTATE STR SPDR S&P 500 ETF T5,252$3.9M0.5%
20MSFTMICROSOFT CORP9,618$3.6M0.4%
21BRK/BBERKSHIRE HATHAWAY INC DEL5,956$3.0M0.3%
22EXMOCEXXON MOBIL CORP21,749$3.0M0.3%
23IJHISHARES TR36,887$2.8M0.3%
24JPMJPMORGAN CHASE & CO8,168$2.7M0.3%
25AVGOBROADCOM INC6,716$2.5M0.3%
26CDNSCADENCE DESIGN SYSTEM INC6,724$2.5M0.3%
27WFCWELLS FARGO & CO30,039$2.5M0.3%
28METAMETA PLATFORMS INC4,214$2.4M0.3%
29IEFAISHARES TR23,632$2.3M0.3%
30ASCENDIS PHARMA A/S8,543$2.3M0.3%
31JNJJOHNSON & JOHNSON8,802$2.2M0.3%
32CATCATERPILLAR INC2,034$2.2M0.2%
33PHPARKER-HANNIFIN CORP2,205$2.2M0.2%
34QQQINVESCO QQQ TR2,907$2.1M0.2%
35WMTWALMART INC18,491$2.1M0.2%
36PGPROCTER & GAMBLE CO14,058$2.1M0.2%
37RKLBROCKET LAB CORP20,125$2.0M0.2%
38LHXL3HARRIS TECHNOLOGIES INC6,710$1.9M0.2%
39CSCOCISCO SYS INC16,158$1.9M0.2%
40PMPHILIP MORRIS INTL INC10,312$1.9M0.2%
41ABBVABBVIE INC7,382$1.9M0.2%
42LLYELI LILLY & CO1,410$1.7M0.2%
43GOOGLALPHABET INC4,673$1.7M0.2%
44IJRISHARES TR11,238$1.7M0.2%
45LYVLIVE NATION ENTERTAINMENT IN8,981$1.6M0.2%
46NFLXNETFLIX INC.22,706$1.6M0.2%
47HEI/AHEICO CORP NEW6,163$1.6M0.2%
48TPLTEXAS PACIFIC LAND CORPORATI3,605$1.6M0.2%
49HDHOME DEPOT INC4,354$1.5M0.2%
50TDGTRANSDIGM GROUP INC1,152$1.5M0.2%
51VOVANGUARD INDEX FDS18,532$1.5M0.2%
52MAMASTERCARD INCORPORATED2,842$1.5M0.2%
53DELLDELL TECHNOLOGIES INC3,357$1.4M0.2%
54ARMARM HOLDINGS PLC3,989$1.4M0.2%
55SCHGSCHWAB STRATEGIC TR40,903$1.4M0.2%
56VMCVULCAN MATLS CO4,657$1.4M0.2%
57LRCXLAM RESEARCH CORP3,142$1.4M0.2%
58VUGVANGUARD INDEX FDS15,781$1.4M0.2%
59BNYBANK OF NY MELLON CORP9,357$1.4M0.2%
60MLMMARTIN MARIETTA MATLS INC2,337$1.3M0.2%
61CMICUMMINS INC1,849$1.3M0.2%
62BNBROOKFIELD CORP30,821$1.3M0.2%
63BLKBLACKROCK INC1,336$1.3M0.1%
64PFGPRINCIPAL FINANCIAL GROUP IN11,645$1.3M0.1%
65AJGGALLAGHER ARTHUR J & CO5,465$1.3M0.1%
66SHOPSHOPIFY INC10,774$1.2M0.1%
67ARGXARGENX SE1,291$1.2M0.1%
68MPWRMONOLITHIC PWR SYS INC860$1.2M0.1%
69MRKMERCK & CO INC9,210$1.2M0.1%
70ALNYALNYLAM PHARMACEUTICALS INC3,928$1.2M0.1%
71METMETLIFE INC13,834$1.2M0.1%
72EMXCISHARES INC11,354$1.2M0.1%
73KKRKKR & CO INC12,638$1.2M0.1%
74FITBFIFTH THIRD BANCORP20,250$1.1M0.1%
75ORLYOREILLY AUTOMOTIVE INC12,388$1.1M0.1%
76HLTHILTON WORLDWIDE HLDGS INC3,431$1.1M0.1%
77PLDPROLOGIS INC.8,344$1.1M0.1%
78UNPUNION PAC CORP4,152$1.1M0.1%
79CBRECBRE GROUP INC8,306$1.1M0.1%
80COHRCOHERENT CORP2,783$1.1M0.1%
81BACBANK OF AMER CORP18,593$1.1M0.1%
82COPCONOCOPHILLIPS10,176$1.1M0.1%
83DALDELTA AIR LINES INC11,223$1.1M0.1%
84KOCOCA COLA CO12,766$1.0M0.1%
85PRUPRUDENTIAL FINL INC9,557$1.0M0.1%
86KMIKINDER MORGAN INC DEL31,873$1.0M0.1%
87IBDZISHARES TR37,680$981,5640.1%
88IBCAISHARES TR38,270$980,0950.1%
89IBDUISHARES TR42,310$979,9000.1%
90IBDXISHARES TR38,879$979,3620.1%
91IBDYISHARES TR38,018$978,7730.1%
92IBDVISHARES TR44,817$977,0110.1%
93OKTAOKTA INC7,143$974,6620.1%
94IBDWISHARES TR46,743$974,1240.1%
95USBUS BANCORP16,047$969,2390.1%
96VZVERIZON COMMUNICATIONS INC22,891$969,2130.1%
97QCOMQUALCOMM INC5,157$953,0370.1%
98CASYCASEYS GEN STORES INC1,197$951,3640.1%
99IBMINTERNATIONAL BUSINESS MACHS3,324$934,7420.1%
100CSXCSX CORP19,266$915,7130.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.