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Andy Armstrong

Gilbert & Cook, Inc.

Assets Managed
$774.223M
Holdings
221
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
-2.68%(2Q avg: -0.22%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Gilbert & Cook, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 221 positions.

Assets under management

The assets under management (AUM) of Gilbert & Cook, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 774.223M in assets, with a quarterly growth rate of -2.68% and a 2-quarter average growth rate of -0.22%. The portfolio is managed by Andy Armstrong, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.84%
23.4%
$181.118M
277,274 shares@ $653.21 avg price
IWL
Ishares Russell Top 200 Etf
Recent Activity
Increased 1.4%
10.71%
$82.866M
516,367 shares@ $160.48 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -0.43%
10.38%
$80.293M
1.253M shares@ $64.08 avg price
JHMM
John Hancock Multi Fact Mid
Recent Activity
Increased 2.95%
8.68%
$67.201M
1.001M shares@ $67.13 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 3.61%
7.68%
$59.441M
807,177 shares@ $73.65 avg price
IWR
Ishares Russell Mid-cap Etf
Recent Activity
Decreased -2.12%
4.34%
$33.554M
345,099 shares@ $97.24 avg price
JHSC
John Hancock Multi Small Cap
Recent Activity
Increased 3.38%
3.86%
$29.879M
696,637 shares@ $42.9 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -4.39%
1.48%
$11.393M
65,330 shares@ $174.4 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.75%
1.33%
$10.242M
35,705 shares@ $286.86 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Decreased -2.02%
1.17%
$9.058M
36,523 shares@ $248.0 avg price

1-10 of 221