Evid Invest
Holders — by stockHoldings — by fund

BOKF, NA

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 9634

$7.25B

disclosed book value

1,160

positions

7.2%

largest position share

Positions, as of 2026-06-30

top 100 of 1,160 · 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

#IssuerSharesValue% of book
1IWBISHARES RUSSELL 1000 ETF1.3M$524.7M7.2%
2VOOVANGUARD S&P 500 ETF625,006$429.3M5.9%
3EXMOCEXXON MOBIL CORP1.8M$248.9M3.4%
4AAPLAPPLE INC COM778,964$225.4M3.1%
5VWOVANGUARD FTSE EMERGING MARKETS3.4M$203.5M2.8%
6NVDANVIDIA CORP901,636$180.4M2.5%
7AVEMAVANTIS EMERGING MARKETS1.5M$143.3M2%
8MSFTMICROSOFT CORP360,589$134.5M1.9%
9IJHISHARES CORE S&P MIDCAP ETF1.7M$130.1M1.8%
10QQQINVESCO QQQ TRUST SERIES 1 ETF138,510$102.0M1.4%
11AMZNAMAZON.COM INC427,560$101.9M1.4%
12SPYState Street SPDR S&P 500 ETF131,628$98.3M1.4%
13IVVISHARES CORE S&P 500 ETF131,220$98.3M1.4%
14GOOGLALPHABET INC CL A243,781$87.1M1.2%
15AAONAAON INC681,598$86.5M1.2%
16GOOGALPHABET INC CL C242,983$85.9M1.2%
17VEAVANGUARD FTSE DEVELOPED1.2M$84.8M1.2%
18AVGOBROADCOM INC220,799$83.4M1.1%
19IJRISHARES CORE S&P SMALL-CAP 600537,556$79.7M1.1%
20EFAISHARES MSCI EAFE ETF760,147$79.0M1.1%
21VUGVANGUARD GROWTH FD ETF853,996$73.6M1%
22JPMJPMORGAN CHASE & CO223,025$73.0M1%
23LLYELI LILLY & CO51,087$61.3M0.8%
24SCHDSCHWAB US DIVIDEND EQUITY ETF1.9M$59.3M0.8%
25WMTWALMART INC502,347$56.9M0.8%
26IJKISHARES S&P MIDCAP 400 GROWTH483,485$56.8M0.8%
27SPMDState Street SPDR Portfolio827,035$55.9M0.8%
28AGGISHARES CORE TOTAL US BOND534,439$52.9M0.7%
29AMATAPPLIED MATERIALS INC71,988$52.0M0.7%
30MUMICRON TECHNOLOGY INC45,057$52.0M0.7%
31ABBVABBVIE INC194,942$49.1M0.7%
32IWFISHARES RUSSELL 1000 GROWTH388,327$48.2M0.7%
33EFGISHARES MSCI EAFE GROWTH ETF363,310$45.2M0.6%
34CSCOCISCO SYSTEMS INC364,399$42.8M0.6%
35AMDADVANCED MICRO DEVICES71,399$41.5M0.6%
36IVWISHARES S&P 500 GROWTH ETF299,207$41.1M0.6%
37SPHYState Street SPDR Portfolio1.7M$40.9M0.6%
38IJJISHARES S&P MIDCAP 400/VALUE269,482$39.8M0.5%
39BRK/BBERKSHIRE HATHAWAY INC-CL B78,826$39.4M0.5%
40METAMeta Platforms Inc69,255$39.0M0.5%
41CVXCHEVRON CORP232,326$38.5M0.5%
42CATCATERPILLAR INC35,958$38.3M0.5%
43GEVGE VERNOVA INC32,168$37.8M0.5%
44PGPROCTER & GAMBLE CO254,024$37.3M0.5%
45SPSMState Street SPDR Portfolio643,758$37.1M0.5%
46KOCOCA-COLA CO/THE445,972$36.2M0.5%
47JNJJOHNSON & JOHNSON142,681$36.2M0.5%
48VOVANGUARD MID-CAP FD ETF443,574$35.7M0.5%
49VTVVANGUARD VALUE FD ETF160,535$35.0M0.5%
50OKEONEOK INC389,350$33.9M0.5%
51VVISA INC-CLASS A SHARES98,542$33.8M0.5%
52IWPISHARES RUSSELL MID-CAP GROWTH222,647$32.6M0.4%
53WMBWILLIAMS COS INC401,902$29.9M0.4%
54JEPIJPMORGAN EQUITY PREMIUM INCOME527,355$29.8M0.4%
55QQQMINVESCO NASDAQ 100 ETF97,634$29.6M0.4%
56MAMASTERCARD INC - CLASS A56,311$28.9M0.4%
57EFVISHARES MSCI EAFE VALUE ETF362,180$27.7M0.4%
58COSTCOSTCO WHOLESALE CORP29,111$27.2M0.4%
59COPCONOCOPHILLIPS243,294$25.3M0.3%
60UNHUNITEDHEALTH GROUP INC59,274$24.6M0.3%
61TSLATESLA INC58,382$24.6M0.3%
62AMGNAMGEN INC67,477$24.4M0.3%
63UNPUNION PACIFIC CORP85,411$23.2M0.3%
64MCDMCDONALD'S CORP85,837$23.2M0.3%
65IAUISHARES GOLD TRUST ETF301,157$22.7M0.3%
66MSMORGAN STANLEY108,364$22.7M0.3%
67HEFAISHARES CURRENCY HEDGED MSCI477,453$22.4M0.3%
68SPGSIMON PROPERTY GROUP INC REIT98,587$22.0M0.3%
69KLACKLA CORPORATION72,955$22.0M0.3%
70MPCMARATHON PETROLEUM CORP84,716$21.7M0.3%
71DUKDUKE ENERGY CORP166,096$21.0M0.3%
72IVEISHARES S&P 500 VALUE ETF88,933$20.2M0.3%
73BKRBAKER HUGHES COMPANY358,164$19.9M0.3%
74VGSHVANGUARD SHORT TERM TREASURY331,278$19.3M0.3%
75EMREMERSON ELECTRIC CO134,130$19.2M0.3%
76GSGOLDMAN SACHS GROUP INC18,852$19.1M0.3%
77CAHCARDINAL HEALTH INC79,563$18.9M0.3%
78IWRISHARES RUSSELL MID-CAP ETF166,518$18.4M0.3%
79LRCXLam Research Corp42,094$18.2M0.3%
80BOKFBOK FINANCIAL CORPORATION129,350$18.0M0.2%
81AEPAMERICAN ELECTRIC POWER128,246$17.5M0.2%
82SYFSYNCHRONY FINANCIAL228,369$17.4M0.2%
83INTCINTEL CORP124,224$17.3M0.2%
84GILDGILEAD SCIENCES INC136,461$17.2M0.2%
85PANWPALO ALTO NETWORKS50,369$17.2M0.2%
86PEPPEPSICO INC125,070$16.9M0.2%
87ICSHISHARES TR327,784$16.6M0.2%
88PSXPHILLIPS 6697,159$16.4M0.2%
89SDYState Street SPDR S&P Dividend107,452$16.4M0.2%
90BIVVANGUARD INTERMEDIATE ETF210,903$16.2M0.2%
91BACBANK OF AMERICA CORP282,784$16.1M0.2%
92TFCTRUIST FINANCIAL CORP322,566$16.1M0.2%
93IWMISHARES RUSSELL 2000 ETF53,077$15.9M0.2%
94VTIVANGUARD TOTL STCK MKT FD ETF42,434$15.7M0.2%
95RTXRTX CORPORATION82,497$15.7M0.2%
96FEFIRSTENERGY CORP327,898$15.6M0.2%
97VGTVANGUARD INFORMATION128,916$15.4M0.2%
98VBVANGUARD SMALL CAP FD ETF50,427$15.3M0.2%
99HDHOME DEPOT INC42,538$15.0M0.2%
100CFGCITIZENS FINANCIAL GROUP INC212,690$14.9M0.2%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.