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CIK: 0000009634
Total reported value
$7.3B
$7.3B
1028 檔
20.8%
The Q1 2026 SEC filing reveals that Bokf, NA held a total portfolio value of $7.3B, covering 1028 public equity positions.
Bokf, NA executed strategic sector rebalancing during Q1 2026, establishing 11 new positions while fully exiting 5 holdings and trimming 102 positions.
In terms of portfolio concentration, the top 5 core holdings (including IWB, VOO, XOM) accounted for 20.8% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 1028 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 7.02% | +0.21% | -0.78% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.56% | +0.36% | +2.66% | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 4.73% | -1.30% | +0.01% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.00% | +0.11% | -2.00% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.80% | +0.01% | +3.19% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.45% | +0.04% | -0.71% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.99% | -0.14% | -1.76% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.88% | +0.09% | +5.60% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.74% | +0.05% | +0.35% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.37% | -0.28% | -0.70% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.35% | +0.05% | -1.91% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.31% | +0.05% | -0.39% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | +0.05% | -0.02% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.18% | +0.23% | +3.31% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.12% | +0.06% | -5.43% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.11% | +0.06% | +4.11% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | +0.07% | -10.67% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.07% | +0.13% | -4.02% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.02% | +0.08% | +0.81% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.01% | — | -6.09% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.96% | -0.18% | -5.38% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.94% | +0.07% | +0.77% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.86% | -0.13% | +6.82% | |
| 24 | AAON | Aaon Inc | Stock-Industrials | 0.86% | +0.33% | -0.01% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.85% | -0.03% | +3.11% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.77% | -0.24% | +17.80% | |
| 27 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.75% | +0.02% | +49.02% | |
| 28 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.74% | +0.04% | +1.43% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.12% | -1.50% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | +0.01% | -8.84% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.64% | +0.02% | -2.46% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.08% | +5.53% | |
| 33 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.62% | -0.06% | +14.06% | |
| 34 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.59% | +0.03% | +9.92% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.58% | -0.07% | +9.56% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | -0.03% | -1.99% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | -0.05% | -5.56% | |
| 38 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.55% | — | +0.22% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.53% | +0.04% | -21.64% | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.51% | -0.01% | -1.20% | |
| 41 | OKE | Oneok Inc | Stock-Energy | 0.50% | -0.03% | +2.07% | |
| 42 | COP | Conocophillips | Stock-Energy | 0.50% | -0.15% | +105.06% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.49% | +0.10% | -6.22% | |
| 44 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.48% | +0.03% | +2.93% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | +0.01% | -2.84% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.45% | -0.13% | -7.02% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.44% | +0.05% | +14.28% | |
| 48 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.44% | +0.01% | +22.28% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.44% | -0.03% | +3.16% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.05% | +6.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.4% | +0.01% | Add |
| 2 | COP | Conocophillips | +0.3% | +105.06% | Add |
| 3 | CVX | Chevron CORP | +0.3% | +17.80% | Add |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.3% | +49.02% | Add |
| 5 | APA | Apa CORP | +0.3% | +9967.75% | Add |
| 6 | AVEM | Avantis Emerging Markets Eq | +0.2% | +5.60% | Add |
| 7 | HAL | Halliburton Co | +0.2% | +4153.28% | Add |
| 8 | MPC | Marathon Petroleum CORP | +0.2% | +39.04% | Add |
| 9 | GILD | Gilead Sciences Inc | +0.1% | +36.73% | Add |
| 10 | AMD | Advanced Micro Devices | +0.1% | +124.38% | Add |
| 11 | LBRT | Liberty Energy Inc | +0.1% | +823.26% | Add |
| 12 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +3.11% | Add |
| 13 | MAR | Marriott International -cl A | +0.1% | +1169.96% | Add |
| 14 | VLO | Valero Energy CORP | +0.1% | +56.66% | Add |
| 15 | OKE | Oneok Inc | +0.1% | +2.07% | Add |
| 16 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +3.19% | Add |
| 17 | PSX | Phillips 66 | +0.1% | +10.70% | Add |
| 18 | WMB | Williams Cos Inc | +0.1% | +3.59% | Add |
| 19 | COST | Costco Wholesale CORP | +0.1% | +6.85% | Add |
| 20 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +38.86% | Add |
| 21 | VTV | Vanguard Value ETF | +0.1% | +20.58% | Add |
| 22 | AMAT | Applied Materials Inc | +0.1% | -5.39% | Trim |
| 23 | FANG | Diamondback Energy Inc | +0.1% | +89.51% | Add |
| 24 | VEA | Vanguard Ftse Developed ETF | +0.1% | +4.11% | Add |
| 25 | WDC | Western Digital CORP | +0.1% | +5794.29% | Add |
| 26 | CAT | Caterpillar Inc | +0.1% | +3.17% | Add |
| 27 | IWO | Ishares Russell 2000 Growth | +0.1% | +73.16% | Add |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +324.59% | Add |
| 29 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +14.06% | Add |
| 30 | AAON | Aaon Inc | +0.1% | -0.01% | Trim |
| 31 | TGT | Target CORP | +0.1% | +254.61% | Add |
| 32 | EQT | Eqt CORP | +0.1% | +29.10% | Add |
| 33 | JNJ | Johnson & Johnson | +0.1% | -5.56% | Trim |
| 34 | PG | Procter & Gamble Co/the | +0.1% | +9.56% | Add |
| 35 | GEV | GE Vernova Inc | +0.1% | -13.96% | Trim |
| 36 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +22.28% | Add |
| 37 | DAL | Delta Air Lines Inc | +0.1% | +1027.78% | Add |
| 38 | VO | Vanguard Mid-cap ETF | +0.1% | +14.28% | Add |
| 39 | PR | Permian Resources Corp-cl A | +0.1% | +9.88% | Add |
| 40 | WMT | Walmart Inc | +0.1% | -5.38% | Trim |
| 41 | AGG | Ishares Core U.s. Aggregate | +0.1% | +6.82% | Add |
| 42 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +0.35% | Add |
| 43 | VGSH | Vanguard Short-term Treasury | 0% | +21.30% | Add |
| 44 | IAU | Ishares Gold Trust | 0% | +3.77% | Add |
| 45 | MO | Altria Group Inc | 0% | +58.39% | Add |
| 46 | HCA | Hca Healthcare Inc | 0% | +117.53% | Add |
| 47 | IJR | Ishares Core S&p Small-cap E | 0% | +0.81% | Add |
| 48 | EFG | Ishares Msci Eafe Growth ETF | 0% | +9.92% | Add |
| 49 | HON | Honeywell International Inc | 0% | +7.91% | Add |
| 50 | PKG | Packaging CORP Of America | 0% | +27.27% | Add |
According to official SEC Form 13F filings, Bokf, NA reported a total U.S. public equity portfolio value of $7.3B across 1028 disclosed positions in Q1 2026.
During Q1 2026, Bokf, NA's top holdings by market value included IWB (7.0%)、VOO (5.6%)、XOM (4.7%). The largest single position, IWB, represented 7.0% 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
LITE
市值: $4.6M
Top Position Liquidated / Trimmed
GPOR
前期市值: $5.2M
In Q1 2026, Bokf, NA made 200 total portfolio adjustments, initiating 11 new buys, adding to 82 positions, trimming 102 holdings, and fully liquidating 5 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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