Midfirst Bank
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.21B
Q ending 2026-03-31
Prior quarter
$1.26B
Q ending 2025-12-31
Change
-3.7% QoQ
Positions
926
reported holdings
Largest positions
Top 100 of 926 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $71.1M | 109K |
| Nvidia Corporation | NVDA | Shares | $61.3M | 351K |
| Apple Inc | AAPL | Shares | $52.7M | 208K |
| Alphabet Inc | GOOGL | Shares | $43.5M | 151K |
| Microsoft Corp | MSFT | Shares | $37.1M | 100K |
| Amazon Com Inc | AMZN | Shares | $36.5M | 175K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $26.2M | 40K |
| Invesco Qqq Tr | QQQ | Shares | $24.9M | 43K |
| Meta Platforms Inc | META | Shares | $22.1M | 39K |
| Jpmorgan Chase & Co | JPM | Shares | $18.8M | 64K |
| Caterpillar Inc | CAT | Shares | $18.5M | 26K |
| Broadcom Inc | AVGO | Shares | $17.4M | 56K |
| Ishares Tr | IWF | Shares | $15.7M | 37K |
| Johnson & Johnson | JNJ | Shares | $15.5M | 63K |
| Advanced Micro Devices Inc | AMD | Shares | $13.7M | 67K |
| Lam Research Corp | LRCX | Shares | $13.4M | 63K |
| Dorchester Minerals L P | DMLP | Shares | $13.4M | 494K |
| Vanguard Mun Bd Fds | VTEB | Shares | $13.3M | 268K |
| Ishares Tr | IQLT | Shares | $13.3M | 289K |
| Eaton Corp Plc | Shares | $13.1M | 37K | |
| Goldman Sachs Group Inc | GS | Shares | $13.0M | 15K |
| Taiwan Semiconductor Manufac | TSM | Shares | $12.7M | 37K |
| Ishares Tr | IEFA | Shares | $12.5M | 138K |
| Oneok Inc New | OKE | Shares | $11.4M | 127K |
| Honeywell Intl Inc | HONGBP | Shares | $11.3M | 50K |
| Ishares Tr | SUB | Shares | $11.0M | 103K |
| Costco Wholesale Corporation | COST | Shares | $10.7M | 11K |
| Visa Inc | V | Shares | $10.7M | 35K |
| Ishares Tr | SGOV | Shares | $10.4M | 104K |
| Schwab Charles Corp | SCHW | Shares | $9.9M | 105K |
| Eli Lilly & Co | LLY | Shares | $9.8M | 11K |
| Walmart Inc | WMT | Shares | $9.6M | 77K |
| Amgen Inc | AMGN | Shares | $9.6M | 27K |
| Ishares Tr | IWP | Shares | $9.5M | 74K |
| Ishares Tr | IWS | Shares | $9.2M | 63K |
| Ishares Tr | IVW | Shares | $9.0M | 79K |
| Chevron Corporation | CVX | Shares | $8.9M | 43K |
| Abbvie Inc | ABBV | Shares | $8.8M | 40K |
| Select Sector Spdr Tr | XLK | Shares | $8.7M | 66K |
| Vanguard Admiral Fds Inc | IVOV | Shares | $8.6M | 84K |
| Home Depot Inc | HD | Shares | $8.5M | 26K |
| Williams Cos Inc | WMB | Shares | $8.4M | 116K |
| Waste Mgmt Inc Del | WM | Shares | $8.4M | 36K |
| Pulte Group Inc | PHM | Shares | $8.2M | 70K |
| Ishares Tr | IJH | Shares | $8.0M | 119K |
| Ishares Tr | IWO | Shares | $7.4M | 24K |
| Ishares Tr | IJJ | Shares | $7.0M | 53K |
| Phillips 66 | PSX | Shares | $6.9M | 38K |
| Blackrock Inc | BLK | Shares | $6.7M | 7K |
| Ishares Tr | IWD | Shares | $6.7M | 31K |
| Rb Global Inc | RBA | Shares | $6.4M | 67K |
| Ishares Tr | IJS | Shares | $6.4M | 54K |
| Enbridge Inc | ENB | Shares | $6.3M | 116K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $6.1M | 16K |
| Spdr Series Trust | SPYG | Shares | $5.9M | 61K |
| Starbucks Corp | SBUX | Shares | $5.6M | 62K |
| Alphabet Inc | GOOG | Shares | $5.5M | 19K |
| Exxon Mobil Corp | XOM | Shares | $5.5M | 32K |
| Vanguard Admiral Fds Inc | VIOV | Shares | $5.4M | 53K |
| Ishares Tr | IWN | Shares | $5.4M | 28K |
| American Tower Corp | AMT | Shares | $5.3M | 31K |
| Schwab Strategic Tr | SCHO | Shares | $5.1M | 209K |
| Eog Res Inc | EOG | Shares | $5.1M | 35K |
| Elevance Health Inc Formerly | ELV | Shares | $4.8M | 17K |
| Salesforce Inc | CRM | Shares | $4.6M | 25K |
| Mcdonalds Corp | MCD | Shares | $4.4M | 14K |
| Disney Walt Co | DIS | Shares | $4.4M | 45K |
| Kla Corp | KLAC | Shares | $4.2M | 3K |
| Intuitive Surgical Inc | ISRG | Shares | $4.2M | 9K |
| Royal Bk Cda | RY | Shares | $4.1M | 26K |
| Palo Alto Networks Inc | PANW | Shares | $4.1M | 26K |
| Coca Cola Co | KO | Shares | $4.1M | 53K |
| Texas Instrs Inc | TXN | Shares | $3.9M | 20K |
| Vanguard Admiral Fds Inc | IVOG | Shares | $3.8M | 31K |
| Simon Ppty Group Inc New | SPG | Shares | $3.8M | 20K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $3.7M | 8K |
| Automatic Data Processing In | ADP | Shares | $3.7M | 18K |
| Bank America Corp | BAC | Shares | $3.7M | 76K |
| Verizon Communications Inc | VZ | Shares | $3.7M | 74K |
| Ishares Tr | MUB | Shares | $3.7M | 35K |
| Ishares Tr | DVY | Shares | $3.6M | 24K |
| Spotify Technology S A | Shares | $3.5M | 7K | |
| J P Morgan Exchange Traded F | JPST | Shares | $3.5M | 70K |
| Mastercard Incorporated | MA | Shares | $3.4M | 7K |
| Cisco Sys Inc | CSCO | Shares | $3.4M | 44K |
| Stonex Group Inc | SNEX | Shares | $3.4M | 42K |
| Morgan Stanley | MS | Shares | $3.3M | 20K |
| Sherwin Williams Co | SHW | Shares | $3.3M | 10K |
| Ishares Inc | IEMG | Shares | $3.2M | 46K |
| Morningstar Inc | MORN | Shares | $3.2M | 19K |
| Qualcomm Inc | QCOM | Shares | $3.2M | 25K |
| Unitedhealth Group Inc | UNH | Shares | $3.1M | 11K |
| Ishares Tr | IJK | Shares | $3.0M | 30K |
| Nextera Energy Inc | NEE | Shares | $3.0M | 32K |
| Adobe Inc | ADBE | Shares | $2.9M | 12K |
| Vanguard Admiral Fds Inc | VIOG | Shares | $2.9M | 23K |
| Spdr Series Trust | SPYM | Shares | $2.8M | 37K |
| Nike Inc | NKE | Shares | $2.7M | 51K |
| Spdr Series Trust | MDYG | Shares | $2.6M | 28K |
| Sempra | SRE | Shares | $2.6M | 27K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.