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GILBERT & COOK, INC.

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WEST DES MOINES IA Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Gilbert & Cook is based out of West Des Moines. Gilbert & Cook is a large advisory firm with 772 clients and discretionary assets under management (AUM) of $963,806,806 (Form ADV from 2023-11-14). Their last reported 13F filing for Q4 2023 included $706,537,174 in managed 13F securities and a top 10 holdings concentration of 71.47%. Gilbert & Cook's largest holding is iShares Core S&P 500 ETF-iShares Core S&P 500 ETF with shares held of 299,936. Whalewisdom has at least 31 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

2023-12-31

13F Activity

Market Value $0.71b, Prior: $0.63b
New Purchases 15 stocks
Added To 145 stocks
Sold out of 11 stocks
Reduced holdings in 47 stocks
Top 10 Holdings % 71.47%
Turnover %[1] 11.93%
Turnover Alt %[2] 2.62%
Time Held Top 20 16.2 quarters
Time Held Top 10 17.6 quarters
Time Held All 12.86 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance