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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Gilbert & Cook, Inc.

Quarter ended Q4 2025 · Filed January 7, 2026 · Accession 0001675762-26-000001

Total Value
$795.6M
Positions
220
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (220)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200274,986$188.3M23.67%
2ISHARES TR464289446509,259$86.9M10.92%
3VANGUARD TAX-MANAGED FDS9219438581,258,426$78.6M9.88%
4JOHN HANCOCK EXCHANGE TRADED47804J206972,582$63.7M8.00%
5VANGUARD BD INDEX FDS921937835779,104$57.7M7.25%
6ISHARES TR464287499352,588$33.9M4.27%
7JOHN HANCOCK EXCHANGE TRADED47804J842673,893$28.3M3.56%
8NVIDIA CORPORATIONNVDA68,336$12.7M1.60%
9ALPHABET INCGOOG35,978$11.3M1.42%
10ARES CAPITAL CORPARCC501,354$10.1M1.27%
11ISHARES TR46428765537,279$9.2M1.15%
12VANGUARD INDEX FDS92290876919,727$6.6M0.83%
13ISHARES TR46428768916,583$6.4M0.81%
14AMAZON COM INCAMZN27,659$6.4M0.80%
15TESLA INCTSLA11,759$5.3M0.66%
16MICROSOFT CORPMSFT9,326$4.5M0.57%
17APPLE INCAAPL16,412$4.5M0.56%
18UNITED PARCEL SERVICE INCUPS40,966$4.1M0.51%
19SPDR S&P 500 ETF TRSPY5,350$3.6M0.46%
20SPDR SERIES TRUST78464A85441,198$3.3M0.42%
21BERKSHIRE HATHAWAY INC DELBRK-A6,236$3.1M0.39%
22JPMORGAN CHASE & CO.VYLD9,721$3.1M0.39%
23ROCKET LAB CORPRKLB43,207$3.0M0.38%
24EXXON MOBIL CORPXOM21,995$2.6M0.33%
25ISHARES TR46428750737,908$2.5M0.31%
26WELLS FARGO CO NEW94974610124,591$2.3M0.29%
27TEXAS PACIFIC LAND CORPORATITPL7,926$2.3M0.29%
28ISHARES TR46432F84224,303$2.2M0.27%
29NETFLIX INCNFLX22,998$2.2M0.27%
30INVESCO QQQ TRIVZ3,452$2.1M0.27%
31PROCTER AND GAMBLE CO74271810914,728$2.1M0.27%
32CATERPILLAR INCCAT3,604$2.1M0.26%
33WALMART INCWMT18,321$2.0M0.26%
34L3HARRIS TECHNOLOGIES INCLHX6,683$2.0M0.25%
35PARKER-HANNIFIN CORPPH2,175$1.9M0.24%
36ASCENDIS PHARMA A/SASND8,637$1.8M0.23%
37JOHNSON & JOHNSONJNJ8,741$1.8M0.23%
38CISCO SYS INCCSCO22,738$1.8M0.22%
39INTUITIVE SURGICAL INCISRG3,056$1.7M0.22%
40ABBVIE INCABBV7,286$1.7M0.21%
41CADENCE DESIGN SYSTEM INCCDNS5,268$1.6M0.21%
42HEICO CORP NEWHEI-A6,458$1.6M0.20%
43MASTERCARD INCORPORATEDMA2,850$1.6M0.20%
44PHILIP MORRIS INTL INC71817210910,128$1.6M0.20%
45ALNYLAM PHARMACEUTICALS INCALNY4,018$1.6M0.20%
46ELI LILLY & COLLY1,450$1.6M0.20%
47TRANSDIGM GROUP INCTDG1,160$1.5M0.19%
48BROOKFIELD CORP11271J10732,688$1.5M0.19%
49HILTON WORLDWIDE HLDGS INCHLT5,210$1.5M0.19%
50ALPHABET INCGOOG4,739$1.5M0.19%
51HOME DEPOT INCHD4,285$1.5M0.19%
52BROADCOM INCAVGO4,221$1.5M0.18%
53VANGUARD INDEX FDS9229086294,889$1.4M0.18%
54VULCAN MATLS CO9291601094,950$1.4M0.18%
55BLACKROCK INCBLK1,302$1.4M0.18%
56ISHARES TR46428780411,304$1.4M0.17%
57VANGUARD INDEX FDS9229087362,775$1.4M0.17%
58SCHWAB STRATEGIC TR80852430041,102$1.3M0.17%
59MARTIN MARIETTA MATLS INC5732841062,135$1.3M0.17%
60REGENERON PHARMACEUTICALSREGN1,709$1.3M0.17%
61OREILLY AUTOMOTIVE INC67103H10713,961$1.3M0.16%
62KKR & CO INCKKRT9,563$1.2M0.15%
63GALLAGHER ARTHUR J & CO3635761094,695$1.2M0.15%
64DEERE & CODE2,574$1.2M0.15%
65SHOPIFY INCSHOP7,166$1.2M0.14%
66CBRE GROUP INCCBRE6,880$1.1M0.14%
67LIVE NATION ENTERTAINMENT INLYV7,709$1.1M0.14%
68ARGENX SEARGX1,306$1.1M0.14%
69METLIFE INCMET-PF13,673$1.1M0.14%
70BANK NEW YORK MELLON CORP0640581009,205$1.1M0.13%
71ISHARES TR46436E20545,516$1.1M0.13%
72ISHARES INC46434G76414,653$1.1M0.13%
73ISHARES TR46436E72648,214$1.1M0.13%
74BANK AMERICA CORP06050510419,183$1.1M0.13%
75PRUDENTIAL FINL INCPUKPF9,245$1.0M0.13%
76PRINCIPAL FINANCIAL GROUP INPFG11,783$1.0M0.13%
77INTERNATIONAL BUSINESS MACHSINTR3,453$1.0M0.13%
78META PLATFORMS INCMETA1,543$1.0M0.13%
79COPART INCCPRT25,404$994,5670.13%
80ISHARES TR46436E48646,743$988,6140.12%
81PROLOGIS INC.PLDGP7,565$965,7480.12%
82MCDONALDS CORPMCD3,156$964,6740.12%
83MERCK & CO INCMRK9,109$958,8130.12%
84UNION PAC CORPUNP4,143$958,3590.12%
85ISHARES TR46436E13036,642$957,8220.12%
86ISHARES TR46438G65336,280$956,7040.12%
87ISHARES TR46436E31237,469$956,5840.12%
88CUMMINS INCCMI1,856$947,3950.12%
89MARKEL GROUP INCMKL437$939,3970.12%
90CONOCOPHILLIPSCOP9,919$928,5180.12%
91BROOKFIELD INFRASTRUCTURE COBIPC20,391$925,7510.12%
92FIFTH THIRD BANCORPFITBM19,757$924,8250.12%
93MARSH & MCLENNAN COS INC5717481024,886$906,4510.11%
94VERIZON COMMUNICATIONS INCVZ22,092$899,8120.11%
95COCA COLA COKO12,819$896,1760.11%
96BROWN & BROWN INCBRO11,202$892,7990.11%
97QUALCOMM INCQCOM5,088$870,2460.11%
98KINDER MORGAN INC DELEP-PC31,375$862,4990.11%
99US BANCORP DELUSB-PS15,590$831,8820.10%
100GENERAL DYNAMICS CORPGD2,459$827,8470.10%
101PALANTIR TECHNOLOGIES INCPLTR4,652$826,8930.10%
102FIRST TR EXCH TRADED FD III33739N10816,036$820,0010.10%
103ABBOTT LABSABLZF6,532$818,4030.10%
104DOORDASH INCDASH3,607$816,9130.10%
105AT&T INCT-PC32,148$798,5540.10%
106BERKSHIRE HATHAWAY INC DELBRK-A1$754,8000.09%
107APPLOVIN CORPAPP1,095$737,8330.09%
108FAIR ISAAC CORPFICO430$726,9670.09%
109NORFOLK SOUTHN CORP6558441082,515$726,1310.09%
110PEPSICO INCPEP5,016$719,8420.09%
111HUBSPOT INCHUBS1,767$709,0970.09%
112SPDR INDEX SHS FDS78463X50915,103$706,9710.09%
113ISHARES TR4642874815,142$704,1450.09%
114SOUTHERN COSOMN8,064$703,1810.09%
115COSTAR GROUP INCCSGP10,423$700,8430.09%
116CSX CORPCSX18,946$686,7930.09%
117FERGUSON ENTERPRISES INCFERG3,014$671,0070.08%
118CITIGROUP INCC-PR5,719$667,2940.08%
119ALTRIA GROUP INCMO11,562$666,6710.08%
120ISHARES TR4642876141,405$664,9870.08%
121ISHARES TR46435GAA027,407$664,0720.08%
122CASEYS GEN STORES INC1475281031,200$663,2520.08%
123WABTEC9297401083,073$655,9650.08%
124ISHARES TR46435UAA926,575$645,2410.08%
125MEDTRONIC PLCMDT6,671$640,8160.08%
126VEEVA SYS INCVEEV2,870$640,6700.08%
127PNC FINL SVCS GROUP INC6934751053,053$637,2530.08%
128OKTA INCOKTA7,363$636,6790.08%
129COMCAST CORP NEWCCZ21,283$636,1490.08%
130PFIZER INCPFE25,548$636,1450.08%
131DIMENSIONAL ETF TRUST25434V72413,513$629,5640.08%
132ROPER TECHNOLOGIES INCROP1,383$615,6150.08%
133MSCI INCMSCI1,069$613,3170.08%
134LAMAR ADVERTISING CO NEWLAMR4,805$608,2170.08%
135VERISK ANALYTICS INCVRSK2,702$604,4100.08%
136ISHARES TR46436E84126,700$599,9490.08%
137ISHARES TR46436E83326,806$599,5160.08%
138PUBLIC SVC ENTERPRISE GRP IN7445731067,445$597,8340.08%
139PENTAIR PLCPNR5,642$587,5580.07%
140SCHWAB STRATEGIC TR80852440919,764$585,2120.07%
141ISHARES TR46435U51522,408$570,3960.07%
142BECTON DICKINSON & COBDX2,936$569,7900.07%
143SPOTIFY TECHNOLOGY S ASPOT974$565,6120.07%
144LOCKHEED MARTIN CORPLMT1,169$565,5900.07%
145MONOLITHIC PWR SYS INC609839105601$544,7220.07%
146ARM HOLDINGS PLC0420682054,855$530,7000.07%
147COHERENT CORPCOHR2,809$518,4570.07%
148DOCUSIGN INCDOCU7,553$516,6250.06%
149S&P GLOBAL INCSPGI978$511,0930.06%
150LPL FINL HLDGS INC50212V1001,430$510,7530.06%
151CROWN CASTLE INCCCI5,720$508,3360.06%
152VANGUARD WORLD FD9219107257,081$507,1410.06%
153UNITEDHEALTH GROUP INCUNH1,535$506,7190.06%
154TYLER TECHNOLOGIES INCTYL1,111$504,3380.06%
155KINSALE CAP GROUP INC49714P1081,279$500,2420.06%
156SCHWAB STRATEGIC TR80852410218,979$497,8190.06%
157INSMED INCINSM2,849$495,8400.06%
158ISHARES TR46438G37219,085$495,0650.06%
159AMERICAN ELEC PWR CO INC0255371014,266$491,9120.06%
160THE CIGNA GROUP1255231001,780$489,9090.06%
161DOMINOS PIZZA INCDPZ1,162$484,3450.06%
162IDEXX LABS INC45168D104710$480,3360.06%
163LENNAR CORPLEN-B4,458$458,2820.06%
164AUTOMATIC DATA PROCESSING INADP1,756$451,6960.06%
165ARES MANAGEMENT CORPORATIONARES-PB2,769$447,5530.06%
166GILEAD SCIENCES INCGILD3,522$432,2900.05%
167ENTEGRIS INCENTG5,075$427,5690.05%
168DANAHER CORPORATION2358511021,867$427,3940.05%
169LIBERTY MEDIA CORP DELFWONB4,238$417,4850.05%
170COSTCO WHSL CORP NEW22160K105461$397,8520.05%
171STRUCTURE THERAPEUTICS INCGPCR5,682$395,1830.05%
172ISHARES BITCOIN TRUST ETFIBIT7,931$393,7740.05%
173SCHWAB STRATEGIC TR8085248888,618$392,3600.05%
174HYATT HOTELS CORPH2,439$391,0200.05%
175WP CAREY INC92936U1096,060$390,0220.05%
176CITIZENS FINL GROUP INCCIA6,559$383,1110.05%
177INTUITINTU575$380,8920.05%
178VANGUARD INDEX FDS9229085951,242$375,1010.05%
179FASTENAL COFAST9,070$363,9790.05%
180SCHWAB STRATEGIC TR80852470611,030$361,2330.05%
181PAYLOCITY HLDG CORPPCTY2,333$355,7830.04%
182BROADRIDGE FINL SOLUTIONS IN11133T1031,529$341,2270.04%
183FIDELITY NATIONAL FINANCIALFNF6,186$337,6940.04%
184ACCENTURE PLC IRELANDACN1,256$336,9850.04%
185BROOKFIELD RENEWABLE CORPBEPC8,753$335,5900.04%
186CHIPOTLE MEXICAN GRILL INCCMG8,731$323,0470.04%
187VANGUARD INDEX FDS9229087511,218$314,1830.04%
188ARCH CAP GROUP LTDG0450A1053,193$306,2730.04%
189VANGUARD INTL EQUITY INDEX F9220427754,037$296,9620.04%
190FLOOR & DECOR HLDGS INCFND4,633$282,1030.04%
191BROOKFIELD ASSET MANAGMT LTD1130041055,274$276,3050.03%
192AMETEK INCAME1,331$273,2680.03%
193APOLLO GLOBAL MGMT INC03769M1061,867$270,2670.03%
194WASTE CONNECTIONS INCWCN1,534$269,0020.03%
195WATERS CORP941848103702$266,6410.03%
196GAMING & LEISURE PPTYS INC36467J1085,907$263,9840.03%
197VANGUARD INDEX FDS9229087441,372$262,0140.03%
198PERIMETER SOLUTIONS INCPRM9,409$259,0300.03%
199VANGUARD INDEX FDS9229085532,909$257,4350.03%
200AURORA INNOVATION INCAUROW64,822$248,9160.03%
201VANGUARD INDEX FDS9229086111,170$247,7940.03%
202CCC INTELLIGENT SOLUTIONS HLCCC30,496$242,4430.03%
203HONEYWELL INTL INC4385161061,213$236,6440.03%
204DIMENSIONAL ETF TRUST25434V4013,057$226,7380.03%
205ISHARES TR4642886464,277$226,1680.03%
206JOHN HANCOCK EXCHANGE TRADED47804J1072,824$225,4960.03%
207AIR PRODS & CHEMS INCAIIR909$224,5410.03%
208VANGUARD WORLD FD92204A702297$224,1180.03%
209ROSS STORES INCROST1,238$223,0130.03%
210MOODYS CORPMCO435$222,2200.03%
211LIBERTY MEDIA CORP DELFWONB2,401$214,6010.03%
212HEALTHPEAK PROPERTIES INCDOC13,329$214,3300.03%
213APPFOLIO INCAPPF901$209,6180.03%
214AMGEN INCAMGN639$209,2690.03%
215CINCINNATI FINL CORP1720621011,278$208,7230.03%
216BLUE OWL CAPITAL CORPORATIONOWL16,612$206,4870.03%
217OVINTIV INCOVV5,181$203,0430.03%
218ISHARES TR46434V6134,344$202,1700.03%
219MORGAN STANLEY DIRECT LENDIN61774A10312,131$199,9190.03%
220OPEN LENDING CORPLPRO46,396$71,9140.01%