$340 Million is the total value of Gilbert & Cook, Inc.'s 121 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WWD | WOODWARD INC | $663,000 | -49.8% | 11,146 | 0.0% | 0.20% | -39.6% | |
| IWP | ISHARES TRrus md cp gr etf | $463,000 | -20.3% | 3,806 | 0.0% | 0.14% | -4.2% | |
| TIP | ISHARES TRtips bd etf | $408,000 | +1.2% | 3,456 | 0.0% | 0.12% | +21.2% | |
| LNT | ALLIANT ENERGY CORP | $390,000 | -11.8% | 8,072 | 0.0% | 0.12% | +6.5% | |
| IWO | ISHARES TRrus 2000 grw etf | $325,000 | -26.1% | 2,052 | 0.0% | 0.10% | -11.1% | |
| WTBA | WEST BANCORPORATION INCcap stk | $313,000 | -36.1% | 19,133 | 0.0% | 0.09% | -23.3% | |
| MMC | MARSH & MCLENNAN COS INC | $206,000 | -22.3% | 2,381 | 0.0% | 0.06% | -6.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 28 | Q3 2023 | 21.7% |
| ISHARES TR | 28 | Q3 2023 | 11.8% |
| VANGUARD INDEX FDS | 28 | Q3 2023 | 8.2% |
| VANGUARD TAX-MANAGED INTL FD | 28 | Q3 2023 | 9.1% |
| ISHARES TR | 28 | Q3 2023 | 5.7% |
| VANGUARD INDEX FDS | 28 | Q3 2023 | 9.8% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 5.5% |
| UNITED PARCEL SERVICE INC | 28 | Q3 2023 | 4.8% |
| VANGUARD INDEX FDS | 28 | Q3 2023 | 4.0% |
| AMERN EQTY INVT LIFE | 28 | Q3 2023 | 3.6% |
View Gilbert & Cook, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-02 |
View Gilbert & Cook, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.