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CIK: 0000009634
Total reported value
$7.3B
$7.3B
1362 檔
15.8%
As reported in its official Q3 2024 Form 13F filing, Bokf, NA's tracked investment portfolio stood at $7.3B with 1362 total positions.
During Q3 2024, Bokf, NA's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IWB, XOM, AAPL) accounted for 15.8% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 1362 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 6.91% | +0.21% | -0.68% | |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 4.08% | -1.30% | -1.58% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.68% | +0.11% | -1.60% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.10% | -0.14% | -2.76% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.58% | +0.04% | +0.80% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.22% | +0.05% | +28.77% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.99% | +0.01% | +0.02% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.57% | +0.05% | -1.38% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.55% | +0.08% | +44.29% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.39% | -0.28% | -0.22% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.34% | +0.05% | -0.32% | |
| 12 | AAON | Aaon Inc | Stock-Industrials | 1.30% | +0.33% | — | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | +0.05% | +3.01% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.08% | — | -0.09% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.04% | +0.23% | +0.98% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.98% | +0.06% | +2.08% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | -0.08% | +0.10% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.96% | +0.06% | +0.15% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.94% | +0.07% | +807.34% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | +0.13% | -1.24% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.93% | +0.01% | +1.39% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.91% | +0.12% | +2.75% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.86% | -0.18% | -2.24% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.85% | -0.07% | -1.92% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +0.36% | +5.64% | |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.80% | +0.04% | +2.29% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.79% | +0.07% | +4.42% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.03% | -2.88% | |
| 29 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.72% | -0.06% | -3.22% | |
| 30 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.71% | — | -0.19% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.69% | -0.03% | +1.86% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.68% | +0.20% | -1.89% | |
| 33 | OKE | Oneok Inc | Stock-Energy | 0.67% | -0.03% | -0.56% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.66% | +0.02% | -1.00% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | -0.06% | +0.66% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.59% | -0.13% | +11.00% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.59% | -0.02% | +0.53% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.59% | -0.13% | +1.12% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.58% | -0.06% | -0.94% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.58% | +0.04% | +0.91% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | -0.05% | -1.99% | |
| 42 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.55% | +0.03% | -1.36% | |
| 43 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.53% | -0.06% | +6.25% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.53% | -0.01% | -1.71% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.52% | +0.10% | +6.17% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.05% | -2.44% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.50% | -0.24% | -3.93% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.50% | -0.03% | -1.69% | |
| 49 | PRU | Prudential Financial Inc | Stock-Financials | 0.43% | -0.01% | -0.53% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | +0.01% | -2.55% |
According to official SEC Form 13F filings, Bokf, NA reported a total U.S. public equity portfolio value of $7.3B across 1362 disclosed positions in Q3 2024.
During Q3 2024, Bokf, NA's top holdings by market value included IWB (6.9%)、XOM (4.1%)、AAPL (3.7%). The largest single position, IWB, represented 6.9% of total portfolio value.
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In Q3 2024, Bokf, NA made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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