Holders — by stockHoldings — by fund
MidFirst Bank
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2077076
$1.41B
disclosed book value
943
positions
5.8%
largest position share
Positions, as of 2026-06-30
top 100 of 943 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 108,944 | $81.6M | 5.8% |
| 2 | NVDANVIDIA CORPORATION | 356,324 | $71.3M | 5.1% |
| 3 | AAPLAPPLE INC | 206,987 | $59.9M | 4.2% |
| 4 | GOOGLALPHABET INC | 152,970 | $54.7M | 3.9% |
| 5 | AMZNAMAZON COM INC | 176,520 | $42.1M | 3% |
| 6 | AMDADVANCED MICRO DEVICES INC | 68,218 | $39.6M | 2.8% |
| 7 | MSFTMICROSOFT CORP | 101,049 | $37.7M | 2.7% |
| 8 | QQQINVESCO QQQ TR | 41,024 | $30.2M | 2.1% |
| 9 | SPYSTATE STR SPDR S&P 500 ETF T | 40,214 | $30.0M | 2.1% |
| 10 | CATCATERPILLAR INC | 26,232 | $27.9M | 2% |
| 11 | LRCXLAM RESEARCH CORP | 63,391 | $27.5M | 1.9% |
| 12 | METAMETA PLATFORMS INC | 39,356 | $22.2M | 1.6% |
| 13 | AVGOBROADCOM INC | 56,370 | $21.3M | 1.5% |
| 14 | JPMJPMORGAN CHASE & CO | 64,768 | $21.2M | 1.5% |
| 15 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 38,040 | $18.2M | 1.3% |
| 16 | IWFISHARES TR | 135,960 | $16.9M | 1.2% |
| 17 | VTEBVANGUARD MUN BD FDS | 315,544 | $16.0M | 1.1% |
| 18 | EATON CORP PLC | 37,220 | $15.9M | 1.1% |
| 19 | GSGOLDMAN SACHS GROUP INC | 15,581 | $15.8M | 1.1% |
| 20 | JNJJOHNSON & JOHNSON | 59,477 | $15.1M | 1.1% |
| 21 | IEFAISHARES TR | 146,065 | $14.1M | 1% |
| 22 | IQLTISHARES TR | 277,660 | $13.8M | 1% |
| 23 | LLYELI LILLY & CO | 10,672 | $12.8M | 0.9% |
| 24 | DORCHESTER MINERALS L P | 500,743 | $12.6M | 0.9% |
| 25 | XLKSELECT SECTOR SPDR TR | 64,967 | $12.4M | 0.9% |
| 26 | VVISA INC | 35,647 | $12.2M | 0.9% |
| 27 | CRWDCROWDSTRIKE HLDGS INC | 15,959 | $12.2M | 0.9% |
| 28 | SUBISHARES TR | 113,968 | $12.1M | 0.9% |
| 29 | OKEONEOK INC NEW | 127,150 | $11.1M | 0.8% |
| 30 | SGOVISHARES TR | 108,825 | $11.0M | 0.8% |
| 31 | IWPISHARES TR | 73,734 | $10.8M | 0.8% |
| 32 | IVWISHARES TR | 78,171 | $10.8M | 0.8% |
| 33 | IWSISHARES TR | 62,850 | $10.3M | 0.7% |
| 34 | ABBVABBVIE INC | 41,007 | $10.3M | 0.7% |
| 35 | COSTCOSTCO WHOLESALE CORPORATION | 10,785 | $10.1M | 0.7% |
| 36 | SCHWSCHWAB CHARLES CORP | 105,826 | $9.8M | 0.7% |
| 37 | PHMPULTE GROUP INC | 71,124 | $9.8M | 0.7% |
| 38 | IVOVVANGUARD ADMIRAL FDS INC | 84,562 | $9.6M | 0.7% |
| 39 | IJHISHARES TR | 122,015 | $9.4M | 0.7% |
| 40 | AMGNAMGEN INC | 25,893 | $9.4M | 0.7% |
| 41 | HDHOME DEPOT INC | 26,281 | $9.3M | 0.7% |
| 42 | IWOISHARES TR | 23,443 | $9.2M | 0.7% |
| 43 | WMTWALMART INC | 77,807 | $8.8M | 0.6% |
| 44 | KLACKLA CORP | 28,900 | $8.7M | 0.6% |
| 45 | WMBWILLIAMS COS INC | 115,890 | $8.6M | 0.6% |
| 46 | PANWPALO ALTO NETWORKS INC | 25,256 | $8.6M | 0.6% |
| 47 | WMWASTE MGMT INC DEL | 37,198 | $8.3M | 0.6% |
| 48 | RBARB GLOBAL INC | 68,523 | $8.0M | 0.6% |
| 49 | APHAMPHENOL CORP | 45,016 | $7.9M | 0.6% |
| 50 | IJJISHARES TR | 52,980 | $7.8M | 0.6% |
| 51 | SPYGSPDR SERIES TRUST | 63,181 | $7.5M | 0.5% |
| 52 | IJSISHARES TR | 53,291 | $7.3M | 0.5% |
| 53 | IWDISHARES TR | 29,677 | $7.2M | 0.5% |
| 54 | BLKBLACKROCK INC | 7,113 | $6.8M | 0.5% |
| 55 | GOOGALPHABET INC | 18,846 | $6.7M | 0.5% |
| 56 | CVXCHEVRON CORPORATION | 39,459 | $6.5M | 0.5% |
| 57 | SBUXSTARBUCKS CORP | 63,628 | $6.5M | 0.5% |
| 58 | PSXPHILLIPS 66 | 38,348 | $6.5M | 0.5% |
| 59 | ELVELEVANCE HEALTH INC FORMERLY | 16,659 | $6.4M | 0.5% |
| 60 | ENBENBRIDGE INC | 117,292 | $6.4M | 0.5% |
| 61 | IWNISHARES TR | 28,046 | $6.2M | 0.4% |
| 62 | VIOVVANGUARD ADMIRAL FDS INC | 52,789 | $6.2M | 0.4% |
| 63 | TXNTEXAS INSTRS INC | 20,151 | $6.0M | 0.4% |
| 64 | HONEYWELL INTL INC | 25,397 | $5.7M | 0.4% |
| 65 | HONEYWELL AEROSPACE INC | 25,367 | $5.6M | 0.4% |
| 66 | IVOGVANGUARD ADMIRAL FDS INC | 37,998 | $5.6M | 0.4% |
| 67 | RYROYAL BK CDA | 25,599 | $5.3M | 0.4% |
| 68 | AMTAMERICAN TOWER CORP | 31,259 | $5.1M | 0.4% |
| 69 | CSCOCISCO SYS INC | 43,469 | $5.1M | 0.4% |
| 70 | SNEXSTONEX GROUP INC | 42,187 | $5.0M | 0.4% |
| 71 | SCHOSCHWAB STRATEGIC TR | 198,536 | $4.8M | 0.3% |
| 72 | JPSTJ P MORGAN EXCHANGE TRADED F | 92,801 | $4.7M | 0.3% |
| 73 | EOGEOG RES INC | 35,725 | $4.6M | 0.3% |
| 74 | SPGSIMON PPTY GROUP INC NEW | 20,529 | $4.6M | 0.3% |
| 75 | QCOMQUALCOMM INC | 24,747 | $4.6M | 0.3% |
| 76 | EXMOCEXXON MOBIL CORP | 32,436 | $4.4M | 0.3% |
| 77 | DISDISNEY WALT CO | 45,653 | $4.4M | 0.3% |
| 78 | MUBISHARES TR | 40,612 | $4.4M | 0.3% |
| 79 | BACBANK OF AMER CORP | 75,735 | $4.3M | 0.3% |
| 80 | MSMORGAN STANLEY | 20,180 | $4.2M | 0.3% |
| 81 | ADPAUTOMATIC DATA PROCESSING IN | 18,437 | $4.1M | 0.3% |
| 82 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,891 | $3.9M | 0.3% |
| 83 | KOCOCA COLA CO | 48,423 | $3.9M | 0.3% |
| 84 | IEMGISHARES INC | 46,741 | $3.9M | 0.3% |
| 85 | MCDMCDONALDS CORP | 14,321 | $3.9M | 0.3% |
| 86 | VANGUARD ADMIRAL FDS INC | 24,465 | $3.8M | 0.3% |
| 87 | CRMSALESFORCE INC | 23,657 | $3.7M | 0.3% |
| 88 | DVYISHARES TR | 23,664 | $3.7M | 0.3% |
| 89 | ISRGINTUITIVE SURGICAL INC | 9,103 | $3.6M | 0.3% |
| 90 | MAMASTERCARD INCORPORATED | 6,971 | $3.6M | 0.3% |
| 91 | SHWSHERWIN WILLIAMS CO | 10,392 | $3.6M | 0.3% |
| 92 | SPOTIFY TECHNOLOGY S A | 7,495 | $3.4M | 0.2% |
| 93 | IJKISHARES TR | 29,240 | $3.4M | 0.2% |
| 94 | VZVERIZON COMMUNICATIONS INC | 75,610 | $3.2M | 0.2% |
| 95 | CMCANADIAN IMPERIAL BANK OF CO | 27,782 | $3.2M | 0.2% |
| 96 | PMPHILIP MORRIS INTL INC | 17,324 | $3.1M | 0.2% |
| 97 | MDYGSPDR SERIES TRUST | 27,107 | $3.0M | 0.2% |
| 98 | PNCPNC FINL SVCS GROUP INC | 12,261 | $3.0M | 0.2% |
| 99 | SPYMSPDR SERIES TRUST | 33,986 | $3.0M | 0.2% |
| 100 | IBMINTERNATIONAL BUSINESS MACHS | 10,379 | $2.9M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.