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CIK: 0000009634
Total reported value
$7.3B
$7.3B
996 檔
20.2%
In Q4 2025, Bokf, NA's U.S. equity holdings reached a combined market value of $7.3B, distributed across 996 disclosed stock positions.
Bokf, NA executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 3 holdings and trimming 22 positions.
In terms of portfolio concentration, the top 5 core holdings (including IWB, VOO, XOM) accounted for 20.2% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 996 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 7.41% | +0.21% | +1.34% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.69% | +0.36% | -0.10% | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 3.35% | -1.30% | -3.72% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.28% | +0.11% | -9.05% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.70% | +0.01% | -11.47% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.64% | -0.14% | -9.87% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.64% | +0.04% | -9.87% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.70% | +0.09% | +67.91% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.69% | +0.05% | -0.47% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.53% | +0.05% | -9.63% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.38% | +0.05% | +0.63% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.36% | +0.05% | -0.10% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.36% | -0.28% | -4.25% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.35% | +0.07% | -4.38% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.29% | +0.06% | -9.62% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.22% | +0.23% | +0.33% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.21% | +0.13% | -8.09% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.18% | — | -4.99% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 1.05% | +0.07% | -1.94% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.04% | +0.06% | -3.44% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.98% | +0.08% | -5.14% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.91% | -0.18% | -2.84% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | +0.12% | -6.93% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.81% | -0.13% | +51.29% | |
| 25 | AAON | Aaon Inc | Stock-Industrials | 0.80% | +0.33% | +0.02% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.77% | +0.01% | -6.86% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.74% | -0.03% | +1.55% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.73% | +0.02% | +4.13% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.73% | +0.04% | +22.34% | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.71% | +0.04% | -1.50% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.08% | -15.66% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.03% | -5.18% | |
| 33 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.56% | -0.06% | -0.69% | |
| 34 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.55% | +0.03% | +5.47% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | +0.01% | -9.15% | |
| 36 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.54% | — | -14.29% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | -0.07% | -15.92% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.52% | +0.10% | -15.04% | |
| 39 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.49% | +0.02% | -0.81% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.05% | -7.81% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.13% | -5.12% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.48% | -0.24% | +0.80% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.48% | -0.01% | -3.55% | |
| 44 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.45% | +0.03% | +8.15% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.44% | -0.02% | +39.44% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | -0.01% | -9.42% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.43% | -0.03% | +5.33% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.41% | -0.03% | -10.00% | |
| 49 | OKE | Oneok Inc | Stock-Energy | 0.40% | -0.03% | -2.27% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.40% | -0.01% | +65.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVEM | Avantis Emerging Markets Eq | +0.7% | +67.91% | Add |
| 2 | IWB | Ishares Russell 1000 ETF | +0.4% | +1.34% | Add |
| 3 | AGG | Ishares Core U.s. Aggregate | +0.3% | +51.29% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.2% | -0.10% | Trim |
| 5 | LLY | Eli Lilly & Co | +0.2% | -6.93% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -8.09% | Trim |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | -9.62% | Trim |
| 8 | IWR | Ishares Russell Mid-cap ETF | +0.2% | +65.27% | Add |
| 9 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +22.34% | Add |
| 10 | IVE | Ishares S&p 500 Value ETF | +0.1% | +39.44% | Add |
| 11 | XOM | Exxon Mobil CORP | +0.1% | -3.72% | Trim |
| 12 | IWD | Ishares Russell 1000 Value E | +0.1% | +64.62% | Add |
| 13 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +63.05% | Add |
| 14 | GEV | GE Vernova Inc | +0.1% | +24.58% | Add |
| 15 | MU | Micron Technology Inc | +0.1% | -6.51% | Trim |
| 16 | DNOW | Dnow Inc | +0.1% | +13223.94% | Add |
| 17 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +336.64% | Add |
| 18 | CAH | Cardinal Health Inc | +0.1% | -8.04% | Trim |
| 19 | WELL | Welltower Inc | +0.1% | +280.08% | Add |
| 20 | DVY | Ishares Select Dividend ETF | +0.1% | +52.96% | Add |
| 21 | CASY | Casey's General Stores Inc | +0.1% | +528.23% | Add |
| 22 | HWM | Howmet Aerospace Inc | +0.1% | +308.74% | Add |
| 23 | KMI | Kinder Morgan, Inc. | +0.1% | +61.44% | Add |
| 24 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +5566.98% | Add |
| 25 | NEM | Newmont CORP | +0.1% | +57.18% | Add |
| 26 | AAPL | Apple Inc | 0% | -9.05% | Trim |
| 27 | AMZN | Amazon.com Inc | -0.1% | -9.63% | Trim |
| 28 | NOW | Servicenow Inc | -0.1% | +324.88% | Add |
| 29 | ABBV | Abbvie Inc | -0.1% | -6.86% | Trim |
| 30 | IJJ | Ishares S&p Mid-cap 400 Valu | -0.1% | -14.29% | Trim |
| 31 | COST | Costco Wholesale CORP | -0.1% | -11.17% | Trim |
| 32 | ORCL | Oracle CORP | -0.1% | +2.63% | Add |
| 33 | ANET | Arista Networks Inc | -0.1% | -31.09% | Trim |
| 34 | CDNS | Cadence Design Sys Inc | -0.1% | -36.49% | Trim |
| 35 | HD | Home Depot Inc | -0.1% | -7.37% | Trim |
| 36 | DIS | Walt Disney Co/the | -0.1% | -36.22% | Trim |
| 37 | NFLX | Netflix Inc | -0.1% | +715.06% | Add |
| 38 | PG | Procter & Gamble Co/the | -0.1% | -15.92% | Trim |
| 39 | AAON | Aaon Inc | -0.2% | +0.02% | Add |
| 40 | META | Meta Platforms Inc-class A | -0.2% | -15.66% | Trim |
| 41 | LMT | Lockheed Martin CORP | -0.2% | -52.00% | Trim |
| 42 | NVDA | Nvidia CORP | -0.2% | -9.87% | Trim |
| 43 | VWO | Vanguard Ftse Emerging Marke | -0.3% | -11.47% | Trim |
| 44 | MSFT | Microsoft CORP | -0.5% | -9.87% | Trim |
| 45 | 37M | Mrc Global Inc | — | EXIT | Sold out |
| 46 | MTZ | Mastec Inc | — | NEW | New buy |
| 47 | AKRE | Akre Focus ETF | — | NEW | New buy |
| 48 | MTDR | Matador Resources Co | — | EXIT | Sold out |
| 49 | RRC | Range Resources CORP | — | EXIT | Sold out |
| 50 | SOLS | Solstice Adv Materials Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Bokf, NA reported a total U.S. public equity portfolio value of $7.3B across 996 disclosed positions in Q4 2025.
During Q4 2025, Bokf, NA's top holdings by market value included IWB (7.4%)、VOO (5.7%)、XOM (3.4%). The largest single position, IWB, represented 7.4% 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
MTZ
市值: $4.4M
Top Position Liquidated / Trimmed
37M
前期市值: $7.1M
In Q4 2025, Bokf, NA made 50 total portfolio adjustments, initiating 3 new buys, adding to 22 positions, trimming 22 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.
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