Arkolith/Funds/Gilbert & Cook, Inc.

Gilbert & Cook, Inc.

CIK 1675762
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

Gilbert & Cook, Inc. holds a concentrated book of 229 stocks worth $869.0M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Ascendis Pharma A/s and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 24% of the equity book. Cloning the disclosed picks since 2024 would be +22% (+12.3%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Gilbert & Cook, Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
85
new positions
Added to
111
existing
Trimmed
65
reduced
Sold out
10
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+22.1%
+12.3%/yr · since Nov '24
Their reported book
+22.2%
held from quarter-end
S&P 500
+26.3%
same window
$8K$10K$11K$12K$13KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
Gilbert & Cook, Inc. (copied at disclosure) S&P 500

Growth of $10,000 cloning Gilbert & Cook, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: concentrated book

Top 5 holdings
61%
Top 10 holdings
73%
Top 20 holdings
79%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

23% mapped to company sectors

ETF / fund or unclassified
77%
Information Technology
7%
Financials
4%
Industrials
3%
Consumer Discretionary
3%
Health Care
2%
Communication Services
1%
Materials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

229 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$206.8M276.1K
23.8%
−0.4%
Reduced · −1K sh
2Ishares TR
RUS TOP 200 ETF
$94.0M508.4K
10.8%
−1.5%
Reduced · −8K sh
3Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$88.3M1.24M
10.2%
−1.1%
Reduced · −14K sh
4John Hancock Exchange Traded
MULTIFACTOR MI
$75.5M1.01M
8.7%
+0.7%
Added · +7K sh
5Vanguard BD Index FDS
TOTAL BND MRKT
$62.7M854.2K
7.2%
+5.8%
Added · +47K sh
6Ishares TR
RUS MID CAP ETF
$37.6M340.5K
4.3%
−1.3%
Reduced · −5K sh
7John Hancock Exchange Traded
MULTIFACTR SML
$35.1M723.1K
4.0%
+3.8%
Added · +26K sh
8Nvidia Corporation
COM
$13.1M65.7K
1.5%
+0.5%
Added · +345 sh
9Alphabet Inc
CAP STK CL C
$11.6M32.8K
1.3%
−8.2%
Reduced · −3K sh
10Ishares TR
RUSSELL 2000 ETF
$10.8M35.8K
1.2%
−1.9%
Reduced · −715 sh
11Ares Capital Corp
COM
$7.3M394.8K
0.8%
−11%
Reduced · −47K sh
12Ishares TR
RUSSELL 3000 ETF
$7.0M16.5K
0.8%
~0%
Reduced · −6 sh
13Amazon Com Inc
COM
$6.3M26.5K
0.7%
−4.3%
Reduced · −1K sh
14Apple Inc
COM
$5.8M20.1K
0.7%
+27%
Added · +4K sh
15Tesla Inc
COM
$5.0M11.8K
0.6%
+1.2%
Added · +143 sh
16Vanguard Index FDS
TOTAL STK MKT
$4.1M11.1K
0.5%
−4.2%
Reduced · −490 sh
17SPDR Series Trust
ST STR P500ETF
$4.1M46.3K
0.5%
+3.5%
Added · +2K sh
18United Parcel Svcs Inc
CL B
$4.0M36.8K
0.5%
−2.6%
Reduced · −975 sh
19State STR SPDR S&P 500 ETF T
TR UNIT
$3.9M5.3K
0.5%
−1.0%
Reduced · −55 sh
20Microsoft Corp
COM
$3.6M9.6K
0.4%
−0.3%
Reduced · −26 sh
21Berkshire Hathaway Inc Del
CL B NEW
$3.0M6.0K
0.3%
−1.3%
Reduced · −81 sh
22Exxon Mobil Corp
COM
$3.0M21.7K
0.3%
−0.3%
Reduced · −69 sh
23Ishares TR
CORE S&P MCP ETF
$2.8M36.9K
0.3%
−2.0%
Reduced · −771 sh
24JPMorgan Chase & Co
COM
$2.7M8.2K
0.3%
+0.3%
Added · +26 sh
25Broadcom Inc
COM
$2.5M6.7K
0.3%
+56%
Added · +2K sh
26Cadence Design System Inc
COM
$2.5M6.7K
0.3%
+29%
Added · +2K sh
27Wells Fargo & Co
COM
$2.5M30.0K
0.3%
+38%
Added · +8K sh
28Meta Platforms Inc
CL A
$2.4M4.2K
0.3%
+166%
Added · +3K sh
29Ishares TR
CORE MSCI EAFE
$2.3M23.6K
0.3%
Held
30Ascendis Pharma A/s
ORD SHS
$2.3M8.5K
0.3%
New
New position
31Johnson & Johnson
COM
$2.2M8.8K
0.3%
−0.1%
Reduced · −14 sh
32Caterpillar Inc
COM
$2.2M2.0K
0.2%
−43%
Reduced · −2K sh
33Parker-Hannifin Corp
COM
$2.2M2.2K
0.2%
+0.8%
Added · +18 sh
34Invesco QQQ TR
UNIT SER 1
$2.1M2.9K
0.2%
+15%
Added · +371 sh
35Walmart Inc
COM
$2.1M18.5K
0.2%
−0.3%
Reduced · −54 sh
36Procter & Gamble Co
COM
$2.1M14.1K
0.2%
−2.0%
Reduced · −293 sh
37Rocket Lab Corp
COM
$2.0M20.1K
0.2%
−23%
Reduced · −6K sh
38L3harris Technologies Inc
COM
$1.9M6.7K
0.2%
+0.1%
Added · +10 sh
39Cisco Sys Inc
COM
$1.9M16.2K
0.2%
−29%
Reduced · −7K sh
40Philip Morris Intl Inc
COM
$1.9M10.3K
0.2%
+1.0%
Added · +100 sh
41Abbvie Inc
COM
$1.9M7.4K
0.2%
−0.9%
Reduced · −68 sh
42Eli Lilly & Co
COM
$1.7M1.4K
0.2%
−3.0%
Reduced · −44 sh
43Alphabet Inc
CAP STK CL A
$1.7M4.7K
0.2%
+3.6%
Added · +161 sh
44Ishares TR
CORE S&P SCP ETF
$1.7M11.2K
0.2%
−0.4%
Reduced · −48 sh
45Live Nation Entertainment In
COM
$1.6M9.0K
0.2%
+11%
Added · +922 sh
46Netflix Inc.
COM
$1.6M22.7K
0.2%
−0.7%
Reduced · −165 sh
47Heico Corp New
CL A
$1.6M6.2K
0.2%
+2.4%
Added · +146 sh
48Texas Pacific Land Corporati
COM
$1.6M3.6K
0.2%
−5.1%
Reduced · −194 sh
49Home Depot Inc
COM
$1.5M4.4K
0.2%
+0.7%
Added · +31 sh
50Transdigm Group Inc
COM
$1.5M1.2K
0.2%
+1.0%
Added · +11 sh
Showing 50 of 229 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 2026229$869.0M13F-HR
Q1 2026Mar 31, 2026May 5, 2026221$774.2M13F-HR
Q4 2025Dec 31, 2025Jan 7, 2026220$795.6M13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025210$778.2M13F-HR
Q2 2025Jun 30, 2025Aug 5, 2025206$740.0M13F-HR
Q1 2025Mar 31, 2025May 6, 2025203$689.6M13F-HR
Q4 2024Dec 31, 2024Jan 23, 2025200$709.3M13F-HR
Q3 2024Sep 30, 2024Nov 7, 2024215$727.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.