MidFirst Bank
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2077076
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$1.4B
Holdings
943
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
MidFirst Bank disclosed 943 positions worth $1.4B in its Form 13F-HR for Q2 2026, followed by $NVDA and $AAPL. During the quarter the fund opened 48 new positions and exited 29 — including a new stake in $HONA and a full exit from $AEM. The portfolio is most concentrated in Other (31.1% of disclosed assets). All figures are sourced directly from MidFirst Bank’s Form 13F-HR filing with the SEC under CIK 2077076.
AI Fund Analysis
ConcentratingSector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$81.6M108,944 sh- 85.9#5
Quality
$71.3M356,324 sh - 76.4#84
Quality
$59.9M206,987 sh - 78.2
Quality
$54.7M152,970 sh - 68.7
Quality
$42.1M176,520 sh - 79.8
Quality
$39.6M68,218 sh - 79.8
Quality
$37.7M101,049 sh - —
Quality
$30.2M41,024 sh - —
Quality
$30.0M40,214 sh - 66.5
Quality
$27.9M26,232 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $81.6M | 108,944 |
 NVIDIA CORP$NVDA | 85.9#5 | $71.3M | 356,324 |
 Apple Inc.$AAPL | 76.4#84 | $59.9M | 206,987 |
 Alphabet Inc.$GOOG | 78.2 | $54.7M | 152,970 |
 AMAZON COM INC$AMZN | 68.7 | $42.1M | 176,520 |
 ADVANCED MICRO DEVICES INC$AMD | 79.8 | $39.6M | 68,218 |
 MICROSOFT CORP$MSFT | 79.8 | $37.7M | 101,049 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $30.2M | 41,024 |
 SPDR S&P 500 ETF TRUST$SPY | — | $30.0M | 40,214 |
 CATERPILLAR INC$CAT | 66.5 | $27.9M | 26,232 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MidFirst Bank's 943 positions.
Showing top 10 of 943 holdings.
Sector Allocation
Other
$438.4M
Technology
$413.9M
Financials
$126.6M
Industrials
$122.9M
Consumer Discretionary
$97.1M
Healthcare
$73.4M
Energy
$68.6M
Utilities
$18.2M
Top Holdings — MidFirst Bank (Q2 2026)
Top 150 of 943 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $81.6M | 5.8% | +0% | — |
| 2 | $NVDA | NVIDIA CORP | $71.3M | 5.1% | +1% | 85.9 |
| 3 | $AAPL | Apple Inc. | $59.9M | 4.3% | -0% | 76.4 |
| 4 | $GOOG | Alphabet Inc. | $54.7M | 3.9% | +1% | 78.2 |
| 5 | $AMZN | AMAZON COM INC | $42.1M | 3.0% | +1% | 68.7 |
| 6 | $AMD | ADVANCED MICRO DEVICES INC | $39.6M | 2.8% | +1% | 79.8 |
| 7 | $MSFT | MICROSOFT CORP | $37.7M | 2.7% | +1% | 79.8 |
| 8 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $30.2M | 2.1% | -5% | — |
| 9 | $SPY | SPDR S&P 500 ETF TRUST | $30.0M | 2.1% | -0% | — |
| 10 | $CAT | CATERPILLAR INC | $27.9M | 2.0% | +0% | 66.5 |
| 11 |  $LRCX | LAM RESEARCH CORP | $27.5M | 1.9% | +1% | 79.4 |
| 12 |  $META | Meta Platforms, Inc. | $22.2M | 1.6% | +2% | 79.6 |
| 13 |  $AVGO | Broadcom Inc. | $21.3M | 1.5% | +0% | 84.5 |
| 14 |  $JPM | JPMORGAN CHASE & CO | $21.2M | 1.5% | +1% | 70.7 |
| 15 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $18.2M | 1.3% | +2% | — |
| 16 | — | ISHARES TR - RUS 1000 GRW ETF | $16.9M | 1.2% | +268% | — |
| 17 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $16.0M | 1.1% | +18% | — |
| 18 |  $ETN | Eaton Corp plc | $15.9M | 1.1% | +1% | — |
| 19 |  $GS | GOLDMAN SACHS GROUP INC | $15.8M | 1.1% | +1% | 73.5 |
| 20 |  $JNJ | JOHNSON & JOHNSON | $15.1M | 1.1% | -6% | 69 |
| 21 | — | ISHARES TR - CORE MSCI EAFE | $14.1M | 1.0% | +6% | — |
| 22 | — | ISHARES TR - MSCI INTL QUALTY | $13.8M | 1.0% | -4% | — |
| 23 |  $LLY | ELI LILLY & Co | $12.8M | 0.9% | +0% | 87.5 |
| 24 |  $DMLP | DORCHESTER MINERALS, L.P. | $12.6M | 0.9% | +1% | 70.5 |
| 25 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $12.4M | 0.9% | -1% | — |
| 26 |  $V | VISA INC. | $12.2M | 0.9% | +1% | 82.9 |
| 27 |  $CRWD | CrowdStrike Holdings, Inc. | $12.2M | 0.9% | +2% | 67.7 |
| 28 | — | ISHARES TR - SHRT NAT MUN ETF | $12.1M | 0.9% | +10% | — |
| 29 |  $OKE | ONEOK INC /NEW/ | $11.1M | 0.8% | +0% | 71.7 |
| 30 | — | ISHARES TR - 0-3 MTH TREASURY | $11.0M | 0.8% | +5% | — |
| 31 | — | ISHARES TR - RUS MD CP GR ETF | $10.8M | 0.8% | -0% | — |
| 32 | — | ISHARES TR - S&P 500 GRWT ETF | $10.8M | 0.8% | -2% | — |
| 33 | — | ISHARES TR - RUS MDCP VAL ETF | $10.3M | 0.7% | -1% | — |
| 34 |  $ABBV | AbbVie Inc. | $10.3M | 0.7% | +2% | 72.6 |
| 35 |  $COST | COSTCO WHOLESALE CORP /NEW | $10.1M | 0.7% | +1% | 66.2 |
| 36 |  $SCHW | SCHWAB CHARLES CORP | $9.8M | 0.7% | +0% | 79.4 |
| 37 |  $PHM | PULTEGROUP INC/MI/ | $9.8M | 0.7% | +2% | 55.3 |
| 38 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 VAL | $9.6M | 0.7% | +1% | — |
| 39 | — | ISHARES TR - CORE S&P MCP ETF | $9.4M | 0.7% | +3% | — |
| 40 |  $AMGN | AMGEN INC | $9.4M | 0.7% | -5% | 79.2 |
| 41 |  $HD | HOME DEPOT, INC. | $9.3M | 0.7% | +2% | 60.3 |
| 42 | — | ISHARES TR - RUS 2000 GRW ETF | $9.2M | 0.7% | -1% | — |
| 43 |  $WMT | Walmart Inc. | $8.8M | 0.6% | +0% | 60.2 |
| 44 |  $KLAC | KLA CORP | $8.7M | 0.6% | +902% | 78.6 |
| 45 |  $WMB | WILLIAMS COMPANIES, INC. | $8.6M | 0.6% | +0% | 64.3 |
| 46 |  $PANW | Palo Alto Networks Inc | $8.6M | 0.6% | -1% | 65.5 |
| 47 |  $WM | WASTE MANAGEMENT INC | $8.3M | 0.6% | +2% | 67.6 |
| 48 |  $RBA | RB GLOBAL INC. | $8.0M | 0.6% | +2% | 67.3 |
| 49 |  $APH | AMPHENOL CORP /DE/ | $7.9M | 0.6% | +1366% | 79.3 |
| 50 | — | ISHARES TR - S&P MC 400VL ETF | $7.8M | 0.6% | -0% | — |
| 51 | — | SPDR SERIES TRUST - ST STR P500GRW | $7.5M | 0.5% | +4% | — |
| 52 | — | ISHARES TR - SP SMCP600VL ETF | $7.3M | 0.5% | -2% | — |
| 53 | — | ISHARES TR - RUS 1000 VAL ETF | $7.2M | 0.5% | -6% | — |
| 54 |  $BLK | BlackRock, Inc. | $6.8M | 0.5% | +2% | 70 |
| 55 |  $GOOGL | Alphabet Inc. | $6.7M | 0.5% | -2% | 78.2 |
| 56 |  $CVX | CHEVRON CORP | $6.5M | 0.5% | -8% | 62.8 |
| 57 |  $SBUX | STARBUCKS CORP | $6.5M | 0.5% | +2% | 58.2 |
| 58 |  $PSX | Phillips 66 | $6.5M | 0.5% | +1% | 57.8 |
| 59 |  $ELV | Elevance Health, Inc. | $6.4M | 0.5% | +1% | 59 |
| 60 |  $ENB | ENBRIDGE INC | $6.4M | 0.5% | +1% | 66.7 |
| 61 | — | ISHARES TR - RUS 2000 VAL ETF | $6.2M | 0.4% | -1% | — |
| 62 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 VAL | $6.2M | 0.4% | -0% | — |
| 63 |  $TXN | TEXAS INSTRUMENTS INC | $6.0M | 0.4% | -0% | 73.4 |
| 64 |  $HON | HONEYWELL INTERNATIONAL INC | $5.7M | 0.4% | -49% | 65 |
| 65 |  $HONA | Honeywell Aerospace Inc. | $5.6M | 0.4% | NEW | — |
| 66 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 GRTH | $5.6M | 0.4% | +24% | — |
| 67 |  $RY | ROYAL BANK OF CANADA | $5.3M | 0.4% | +0% | 74.8 |
| 68 |  $AMT | AMERICAN TOWER CORP /MA/ | $5.1M | 0.4% | +2% | 66.3 |
| 69 |  $CSCO | CISCO SYSTEMS, INC. | $5.1M | 0.4% | -1% | 70.3 |
| 70 |  $SNEX | StoneX Group Inc. | $5.0M | 0.3% | +0% | 68.9 |
| 71 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $4.8M | 0.3% | -5% | — |
| 72 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $4.7M | 0.3% | +33% | — |
| 73 |  $EOG | EOG RESOURCES INC | $4.6M | 0.3% | +2% | 71.9 |
| 74 |  $SPG | SIMON PROPERTY GROUP INC. | $4.6M | 0.3% | +1% | 76.7 |
| 75 |  $QCOM | QUALCOMM INC/DE | $4.6M | 0.3% | +0% | 70.5 |
| 76 |  $XOM.R34088 | EXXON MOBIL CORP | $4.4M | 0.3% | +0% | 57.9 |
| 77 |  $DIS | Walt Disney Co | $4.4M | 0.3% | +1% | 60.1 |
| 78 | — | ISHARES TR - NATIONAL MUN ETF | $4.4M | 0.3% | +16% | — |
| 79 |  $BAC | BANK OF AMERICA CORP /DE/ | $4.3M | 0.3% | -1% | 67.6 |
| 80 |  $MS | MORGAN STANLEY | $4.2M | 0.3% | -1% | 75.8 |
| 81 |  $ADP | AUTOMATIC DATA PROCESSING INC | $4.1M | 0.3% | +1% | 69.8 |
| 82 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.9M | 0.3% | +1% | 73.8 |
| 83 |  $KO | COCA COLA CO | $3.9M | 0.3% | -9% | 69.5 |
| 84 | — | ISHARES INC - CORE MSCI EMKT | $3.9M | 0.3% | +3% | — |
| 85 |  $MCD | MCDONALDS CORP | $3.9M | 0.3% | +0% | 69 |
| 86 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 GRTH | $3.8M | 0.3% | +6% | — |
| 87 |  $CRM | Salesforce, Inc. | $3.7M | 0.3% | -4% | 77 |
| 88 | — | ISHARES TR - SELECT DIVID ETF | $3.7M | 0.3% | +0% | — |
| 89 |  $ISRG | INTUITIVE SURGICAL INC | $3.6M | 0.3% | +1% | 79.9 |
| 90 |  $MA | Mastercard Inc | $3.6M | 0.3% | +1% | 85.1 |
| 91 |  $SHW | SHERWIN WILLIAMS CO | $3.6M | 0.3% | +1% | 61.3 |
| 92 |  $SPOT | Spotify Technology S.A. | $3.4M | 0.2% | +2% | — |
| 93 | — | ISHARES TR - S&P MC 400GR ETF | $3.4M | 0.2% | -2% | — |
| 94 |  $VZ | VERIZON COMMUNICATIONS INC | $3.2M | 0.2% | +2% | 65.8 |
| 95 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $3.2M | 0.2% | +1% | 76.4 |
| 96 |  $PM | Philip Morris International Inc. | $3.1M | 0.2% | +15% | 75.9 |
| 97 |  $STT | STATE STREET CORP | $3.0M | 0.2% | -2% | 71.5 |
| 98 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $3.0M | 0.2% | +0% | 73.7 |
| 99 | — | SPDR SERIES TRUST - ST STR P500ETF | $3.0M | 0.2% | -7% | — |
| 100 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.9M | 0.2% | +3% | 70 |
| 101 |  $MORN | Morningstar, Inc. | $2.9M | 0.2% | -1% | 67.6 |
| 102 | — | SPDR SERIES TRUST - ST STR SP600SM C | $2.9M | 0.2% | -0% | — |
| 103 |  $NEE | NEXTERA ENERGY INC | $2.8M | 0.2% | +2% | 64.6 |
| 104 | — | ISHARES TR - S&P SML 600 GWT | $2.8M | 0.2% | -1% | — |
| 105 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE GRW STOCK | $2.7M | 0.2% | -7% | — |
| 106 |  $BHP | BHP Group Ltd | $2.7M | 0.2% | +0% | — |
| 107 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $2.7M | 0.2% | +0% | — |
| 108 |  $BALL | BALL Corp | $2.6M | 0.2% | +2% | 61.1 |
| 109 | — | ISHARES TR - CORE S&P SCP ETF | $2.6M | 0.2% | +14% | — |
| 110 |  $ALL | ALLSTATE CORP | $2.5M | 0.2% | -0% | 78.5 |
| 111 |  $PG | PROCTER & GAMBLE Co | $2.5M | 0.2% | -1% | 64.6 |
| 112 |  $SRE | SEMPRA | $2.5M | 0.2% | -0% | 41.9 |
| 113 |  $ADBE | ADOBE INC. | $2.4M | 0.2% | -0% | 77.6 |
| 114 | — | ISHARES TR - RUSSELL 2000 ETF | $2.4M | 0.2% | -1% | — |
| 115 |  $SLF | SUN LIFE FINANCIAL INC | $2.4M | 0.2% | -0% | — |
| 116 | — | SPDR SERIES TRUST - ST STR P500VAL | $2.4M | 0.2% | +6% | — |
| 117 |  $UNH | UNITEDHEALTH GROUP INC | $2.4M | 0.2% | -50% | 62.7 |
| 118 |  $VMC | Vulcan Materials CO | $2.3M | 0.2% | +4% | 63.5 |
| 119 |  $IDXX | IDEXX LABORATORIES INC /DE | $2.3M | 0.2% | +0% | 73.8 |
| 120 | — | SPDR SERIES TRUST - ST STR SP400VAL | $2.3M | 0.2% | -0% | — |
| 121 | — | ISHARES TR - S&P 500 VAL ETF | $2.2M | 0.2% | -3% | — |
| 122 |  $APD | Air Products & Chemicals, Inc. | $2.2M | 0.2% | -1% | 46.4 |
| 123 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $2.2M | 0.2% | -24% | — |
| 124 |  $NKE | NIKE, Inc. | $2.1M | 0.1% | +1% | 49.3 |
| 125 |  $TJX | TJX COMPANIES INC /DE/ | $2.1M | 0.1% | -1% | 68.7 |
| 126 | — | ISHARES TR - MSCI EAFE ETF | $2.1M | 0.1% | -0% | — |
| 127 |  $SUN | Sunoco LP | $2.1M | 0.1% | +0% | 63.6 |
| 128 |  $DUK | Duke Energy CORP | $2.0M | 0.1% | +2% | 56.4 |
| 129 |  $SNY | Sanofi | $1.9M | 0.1% | NEW | — |
| 130 | — | ISHARES TR - RUS 1000 ETF | $1.8M | 0.1% | +0% | — |
| 131 |  $TSLA | Tesla, Inc. | $1.8M | 0.1% | +2% | 53.9 |
| 132 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $1.8M | 0.1% | +9% | — |
| 133 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $1.8M | 0.1% | +3% | — |
| 134 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $1.8M | 0.1% | +3% | 61.7 |
| 135 |  $APO | Apollo Global Management, Inc. | $1.8M | 0.1% | +0% | 52.1 |
| 136 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.8M | 0.1% | +0% | — |
| 137 |  $PH | Parker-Hannifin Corp | $1.8M | 0.1% | +2% | 65.8 |
| 138 | — | ISHARES TR - IBONDS DEC2026 | $1.7M | 0.1% | -3% | — |
| 139 |  $CTVA | Corteva, Inc. | $1.6M | 0.1% | +0% | 47.2 |
| 140 |  $MDT | Medtronic plc | $1.6M | 0.1% | +1% | 68.7 |
| 141 |  $DELL | Dell Technologies Inc. | $1.5M | 0.1% | +2% | 71.2 |
| 142 |  $CMI | CUMMINS INC | $1.5M | 0.1% | -1% | 58.1 |
| 143 |  $Q | Qnity Electronics, Inc. | $1.5M | 0.1% | +0% | 68.4 |
| 144 |  $CXDO | Crexendo, Inc. | $1.5M | 0.1% | +0% | 58.8 |
| 145 |  $CCZ | COMCAST CORP | $1.5M | 0.1% | -1% | 59.5 |
| 146 |  $MRK | Merck & Co., Inc. | $1.5M | 0.1% | +0% | 59.9 |
| 147 | — | ISHARES TR - RUS MID CAP ETF | $1.5M | 0.1% | +1% | — |
| 148 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.5M | 0.1% | -0% | 65.1 |
| 149 |  $TXRH | Texas Roadhouse, Inc. | $1.5M | 0.1% | +0% | 62.7 |
| 150 |  $OGS | ONE Gas, Inc. | $1.4M | 0.1% | +0% | — |
New Positions (48)
$HONA Honeywell Aerospace Inc.$5.6M SCHWAB STRATEGIC TR - US LCAP GR ETF$268,825
SCHWAB STRATEGIC TR - US SML CAP ETF$163,452
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$131,733 MORGAN STANLEY ETF TRUST - EATON VANCE SHRT$114,808
SPDR SERIES TRUST - ST STR P400MID$108,299
INNOVATOR ETFS TRUST - US EQTY PWR BF$100,819
ISHARES TR - ISHARES SEMICDTR$94,192
INNOVATOR ETFS TRUST - US EQTY PWR BUF$51,579
ISHARES TR - CORE DIV GRWTH$45,019
ISHARES TR - CORE MSCI EURO$27,437
$RRR Red Rock Resorts, Inc.$19,518 ISHARES TR - IBONDS DEC 2035$14,470
$DGX QUEST DIAGNOSTICS INC$13,565 ROUNDHILL ETF TRUST - MEMORY ETF$12,924
Exited Positions (29)
$AEM AGNICO EAGLE MINES LTD ISHARES TR
FIRST TR EXCHANGE-TRADED FD
$WWD Woodward, Inc. ISHARES TR
$CTRA Coterra Energy Inc.
$HXL HEXCEL CORP /DE/
$CRDO Credo Technology Group Holding Ltd
$METC Ramaco Resources, Inc. INNOVATOR ETFS TRUST
ISHARES TR
$HIMS Hims & Hers Health, Inc.
$SF STIFEL FINANCIAL CORP
$FERG Ferguson Enterprises Inc. /DE/ PROSHARES TR
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