13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000009634
Total reported value
$7.3B
$7.3B
1280 檔
17.3%
In Q1 2025, Bokf, NA's U.S. equity holdings reached a combined market value of $7.3B, distributed across 1280 disclosed stock positions.
In Q1 2025, Bokf, NA adopted a defensive or profit-taking posture, trimming 30 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IWB, VOO, XOM) accounted for 17.3% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 1280 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 6.88% | +0.21% | +2.02% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.20% | +0.36% | +5.85% | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 3.96% | -1.30% | +0.80% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.36% | +0.11% | -5.87% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.73% | -0.14% | -2.79% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.49% | +0.01% | +17.40% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.13% | +0.05% | -0.35% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.03% | +0.04% | -9.98% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.51% | +0.05% | -8.12% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.43% | +0.08% | +0.76% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.40% | -0.28% | +1.04% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.30% | +0.05% | -16.06% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.25% | +0.05% | +1.93% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.07% | — | -16.41% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.04% | +0.23% | +2.77% | |
| 16 | AAON | Aaon Inc | Stock-Industrials | 0.94% | +0.33% | — | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.94% | +0.06% | +2.96% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 0.93% | -0.18% | +0.86% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.93% | +0.01% | -6.83% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.87% | -0.07% | -1.73% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.03% | -5.03% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.84% | +0.07% | +0.48% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.83% | +0.12% | -0.48% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | -0.08% | -11.51% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | +0.06% | -11.59% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.80% | +0.07% | -12.01% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.79% | -0.03% | +8.11% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | +0.13% | -8.43% | |
| 29 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.74% | +0.04% | +0.16% | |
| 30 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.68% | — | -0.55% | |
| 31 | OKE | Oneok Inc | Stock-Energy | 0.66% | -0.03% | +7.86% | |
| 32 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.63% | -0.06% | +5.17% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.62% | +0.02% | -0.35% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.61% | -0.13% | +2.23% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.59% | -0.13% | -18.22% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.57% | +0.04% | -6.80% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.57% | +0.10% | -4.63% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.55% | +0.20% | +1.00% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | -0.05% | -4.02% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.05% | -3.71% | |
| 41 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.53% | +0.03% | +1.15% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | -0.06% | -5.89% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.52% | -0.24% | -1.36% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.51% | -0.01% | -3.62% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.50% | -0.03% | -9.03% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | +0.01% | -7.68% | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.49% | -0.06% | -5.57% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.49% | -0.06% | -1.17% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.42% | -0.03% | +10.32% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.42% | -0.02% | -4.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +4.9% | +5.85% | Add |
| 2 | XOM | Exxon Mobil CORP | +2% | +0.80% | Trim |
| 3 | VWO | Vanguard Ftse Emerging Marke | +1.9% | +17.40% | Add |
| 4 | NVDA | Nvidia CORP | +1.8% | -9.98% | Add |
| 5 | IWB | Ishares Russell 1000 ETF | +1% | +2.02% | Trim |
| 6 | VUG | Vanguard Growth ETF | +0.8% | +0.48% | Add |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.8% | +0.76% | Add |
| 8 | LLY | Eli Lilly & Co | +0.6% | -0.48% | Trim |
| 9 | IJH | Ishares Core S&p Midcap ETF | +0.5% | -0.35% | Add |
| 10 | AAON | Aaon Inc | +0.4% | — | Add |
| 11 | OKE | Oneok Inc | +0.4% | +7.86% | Add |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | -5.03% | Trim |
| 13 | WMT | Walmart Inc | +0.3% | +0.86% | Add |
| 14 | CAH | Cardinal Health Inc | +0.3% | -3.07% | Add |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.3% | +1.93% | Trim |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +2.77% | Trim |
| 17 | CTRA | Coterra Energy Inc | +0.3% | +5.97% | Add |
| 18 | AAPL | Apple Inc | +0.3% | -5.87% | Trim |
| 19 | MS | Morgan Stanley | +0.3% | -1.09% | Add |
| 20 | DOW | Dow Inc | -0.3% | -80.20% | Trim |
| 21 | INTU | Intuit Inc | -0.3% | -18.05% | Trim |
| 22 | PFF | Ishares Preferred & Income S | -0.3% | -1.73% | Trim |
| 23 | NKE | Nike Inc -cl B | -0.3% | -7.58% | Trim |
| 24 | BA | Boeing Co/the | -0.3% | -15.70% | Trim |
| 25 | SBUX | Starbucks CORP | -0.3% | -16.84% | Trim |
| 26 | CCI | Crown Castle Inc | -0.3% | +557.11% | Trim |
| 27 | EXPE | Expedia Group Inc | -0.3% | -36.71% | Trim |
| 28 | DIS | Walt Disney Co/the | -0.3% | -8.99% | Trim |
| 29 | PFE | Pfizer Inc | -0.3% | -4.82% | Trim |
| 30 | AMZN | Amazon.com Inc | -0.3% | -8.12% | Add |
| 31 | PYPL | Paypal Holdings Inc | -0.3% | -2.08% | Trim |
| 32 | INTC | Intel CORP | -0.4% | -18.00% | Trim |
| 33 | CMCSA | Comcast Corp-class A | -0.4% | -33.07% | Trim |
| 34 | TGT | Target CORP | -0.4% | -22.11% | Trim |
| 35 | T | At&t Inc | -0.4% | -3.57% | Trim |
| 36 | VZ | Verizon Communications Inc | -0.4% | -11.54% | Trim |
| 37 | JNJ | Johnson & Johnson | -0.5% | -4.02% | Trim |
| 38 | TXN | Texas Instruments Inc | -0.5% | -2.58% | Trim |
| 39 | DVY | Ishares Select Dividend ETF | -0.5% | -12.74% | Trim |
| 40 | MMM | 3m Co | -0.6% | -0.15% | Trim |
| 41 | VBR | Vanguard Small-cap Value ETF | -0.7% | +1.86% | Trim |
| 42 | ABBV | Abbvie Inc | -1.3% | -6.83% | Trim |
| 43 | ABT | Abbott Laboratories | -1.9% | -5.38% | Trim |
| 44 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 45 | SPHY | Ss Spdr P High Yield ETF | — | NEW | New buy |
| 46 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
| 47 | BLKCHF | Blackrock Inc | — | EXIT | Sold out |
| 48 | ACN | Accenture plc | — | EXIT | Sold out |
| 49 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 50 | GRMN | Garmin Ltd. | — | EXIT | Sold out |
According to official SEC Form 13F filings, Bokf, NA reported a total U.S. public equity portfolio value of $7.3B across 1280 disclosed positions in Q1 2025.
During Q1 2025, Bokf, NA's top holdings by market value included IWB (6.9%)、VOO (5.2%)、XOM (4.0%). The largest single position, IWB, represented 6.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
SCHD
市值: $44.9M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $18.9M
In Q1 2025, Bokf, NA made 50 total portfolio adjustments, initiating 4 new buys, adding to 13 positions, trimming 30 holdings, and fully liquidating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.