Gilbert & Cook, Inc.
Annual return '25
+10.5%
SPY '25
+17.7%
Alpha
-7.2ptsvs SPY
Invested
$774.2M
Holdings
222
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Increased +2.9% (14.2k → 14.6k shares)
23.4%
02
$IWL
ISHARES TR
Held since at least Q1 2024
10.7%
03
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Increased +6.8% (55.6k → 59.4k shares)
10.4%
04
$JHMM
JOHN HANCOCK EXCHANGE TRADED
Held since at least Q1 2024
8.7%
05
$BND
VANGUARD BD INDEX FDS
Q1 2026: Increased +3.7% (52.8k → 54.8k shares)
7.7%
06
$IWR
ISHARES TR
Q1 2026: Exited (was 4.7k shares)
4.3%
07
$JHSC
JOHN HANCOCK EXCHANGE TRADED
Held since at least Q1 2024
3.9%
08
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 4.4% (152.4k → 145.8k shares)
1.5%
09
$GOOG
ALPHABET INC
Q4 2025: New position (3.8k shares)
1.3%
10
$IWM
ISHARES TR
Held since at least Q1 2024
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:39 UTC.