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CIK: 0002077076
Total reported value
$1.4B
$1.4B
926 檔
18.8%
In Q1 2026, MidFirst Bank's U.S. equity holdings reached a combined market value of $1.4B, distributed across 926 disclosed stock positions.
In Q1 2026, MidFirst Bank adopted a defensive or profit-taking posture, trimming 109 positions and completely liquidating 15 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IVV, NVDA, AAPL) accounted for 18.8% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 926 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.88% | -0.09% | +0.84% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.07% | -0.01% | -9.16% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.36% | -0.11% | -5.33% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.60% | +0.28% | -1.40% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.07% | -0.40% | -8.06% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.02% | -0.04% | -4.11% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.17% | -0.04% | +0.18% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.06% | +0.08% | +5.82% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.83% | -0.26% | +3.19% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.56% | -0.06% | -2.71% | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 1.53% | +0.45% | -3.97% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.44% | +0.07% | -9.85% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.30% | -0.10% | -1.87% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.28% | -0.21% | -3.38% | |
| 15 | AMD | Advanced Micro Devices | Stock-Tech | 1.14% | +1.67% | -3.46% | |
| 16 | LRCX | Lam Research CORP | Stock-Tech | 1.11% | +0.84% | -33.52% | |
| 17 | DMLP | Dorchester Minerals LP | Stock-Other | 1.11% | -0.21% | — | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.10% | +0.03% | +33.40% | |
| 19 | IQLT | Ishares Msci International Q | ETF-Other | 1.10% | -0.12% | +60.98% | |
| 20 | ETN | Eaton Corporation plc | Stock-Industrials | 1.09% | +0.03% | -1.20% | |
| 21 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.08% | +0.04% | -8.26% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.05% | +0.24% | -7.46% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.03% | -0.03% | +4.93% | |
| 24 | OKE | Oneok Inc | Stock-Energy | 0.95% | -0.17% | -2.33% | |
| 25 | HON | Honeywell International Inc | Stock-Industrials | 0.94% | -0.94% | EXIT | |
| 26 | SUB | Ishares Short-term National | ETF-Other | 0.91% | -0.05% | +41.65% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.88% | -0.16% | +2.59% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | -0.01% | +1.30% | |
| 29 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.86% | -0.08% | +13.93% | |
| 30 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.82% | -0.13% | -2.97% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | +0.10% | +4.97% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.80% | -0.18% | -10.89% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.79% | -0.13% | +1.01% | |
| 34 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.78% | -0.01% | -2.83% | |
| 35 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.76% | -0.03% | -3.00% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.74% | +0.02% | -1.38% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.73% | -0.27% | -0.24% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.72% | +0.01% | -6.01% | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.72% | +0.16% | -4.19% | |
| 40 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 0.71% | -0.03% | +19.50% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.70% | -0.04% | +9.57% | |
| 42 | WMB | Williams Cos Inc | Stock-Energy | 0.70% | -0.09% | +0.01% | |
| 43 | WM | Waste Management Inc | Stock-Industrials | 0.69% | -0.10% | +2.74% | |
| 44 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.68% | +0.01% | +0.21% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.66% | +0.01% | -1.00% | |
| 46 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.62% | +0.04% | +2.77% | |
| 47 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.58% | -0.02% | -3.27% | |
| 48 | PSX | Phillips 66 | Stock-Energy | 0.57% | -0.11% | -1.09% | |
| 49 | BLK | Blackrock Inc | Stock-Financials | 0.56% | -0.07% | -0.55% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.56% | -0.05% | -2.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IQLT | Ishares Msci International Q | +0.5% | +60.98% | Add |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | +0.3% | +33.40% | Add |
| 3 | SPOT | Spotify Technology S.A. | +0.3% | +8819.51% | Add |
| 4 | SUB | Ishares Short-term National | +0.3% | +41.65% | Add |
| 5 | CAT | Caterpillar Inc | +0.3% | -3.97% | Trim |
| 6 | DMLP | Dorchester Minerals LP | +0.2% | — | Unchanged |
| 7 | CVX | Chevron CORP | +0.2% | -0.24% | Trim |
| 8 | EOG | Eog Resources Inc | +0.2% | +21.60% | Add |
| 9 | JNJ | Johnson & Johnson | +0.2% | -3.38% | Trim |
| 10 | PNC | Pnc Financial Services Group | +0.2% | +1260.82% | Add |
| 11 | OKE | Oneok Inc | +0.2% | -2.33% | Trim |
| 12 | HON | Honeywell International Inc | +0.2% | +3.93% | Add |
| 13 | IVOG | Vanguard S&p Mid-cap 400 Gro | +0.2% | +112.22% | Add |
| 14 | PSX | Phillips 66 | +0.2% | -1.09% | Trim |
| 15 | ELV | Elevance Health Inc | +0.2% | +84.55% | Add |
| 16 | COST | Costco Wholesale CORP | +0.2% | +2.59% | Add |
| 17 | SBUX | Starbucks CORP | +0.2% | +35.84% | Add |
| 18 | WMB | Williams Cos Inc | +0.2% | +0.01% | Add |
| 19 | ETN | Eaton Corporation plc | +0.2% | -1.20% | Trim |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +73.46% | Add |
| 21 | XOM | Exxon Mobil CORP | +0.1% | -2.24% | Trim |
| 22 | IVOV | Vanguard S&p Mid-cap 400 Val | +0.1% | +19.50% | Add |
| 23 | ZTS | Zoetis Inc | +0.1% | +261.01% | Add |
| 24 | PM | Philip Morris International | +0.1% | +147.40% | Add |
| 25 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +13.93% | Add |
| 26 | AMT | American Tower CORP | +0.1% | +24.34% | Add |
| 27 | LULU | Lululemon Athletica Inc | +0.1% | +371.13% | Add |
| 28 | AMGN | Amgen Inc | +0.1% | +1.01% | Add |
| 29 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +4.93% | Add |
| 30 | UNH | Unitedhealth Group Inc | +0.1% | +76.71% | Add |
| 31 | VIOV | Vanguard S&p Small-cap 600 V | +0.1% | +15.55% | Add |
| 32 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.1% | +45.93% | Add |
| 33 | VZ | Verizon Communications Inc | +0.1% | +5.33% | Add |
| 34 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.1% | +67.30% | Add |
| 35 | IEMG | Ishares Core Msci Emerging | +0.1% | +28.53% | Add |
| 36 | KLAC | Kla CORP | +0.1% | -0.31% | Trim |
| 37 | SNEX | Stonex Group Inc | +0.1% | +50.00% | Add |
| 38 | ENB | Enbridge Inc | +0.1% | -1.12% | Trim |
| 39 | WM | Waste Management Inc | +0.1% | +2.74% | Add |
| 40 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -7.46% | Trim |
| 41 | APD | Air Products & Chemicals Inc | +0.1% | +20.85% | Add |
| 42 | TXN | Texas Instruments Inc | +0.1% | +7.17% | Add |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +18.77% | Add |
| 44 | BALL | Ball CORP | +0.1% | +17.11% | Add |
| 45 | VIOG | Vanguard S&p Sm Cap 600 Grw | +0.1% | +19.87% | Add |
| 46 | PG | Procter & Gamble Co/the | +0.1% | +19.97% | Add |
| 47 | HD | Home Depot Inc | +0.1% | +9.57% | Add |
| 48 | SCHO | Schwab Short-term US Treas | 0% | +8.14% | Add |
| 49 | DVN | Devon Energy CORP | 0% | +0.52% | Add |
| 50 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +23.19% | Add |
According to official SEC Form 13F filings, MidFirst Bank reported a total U.S. public equity portfolio value of $1.4B across 926 disclosed positions in Q1 2026.
During Q1 2026, MidFirst Bank's top holdings by market value included IVV (5.9%)、NVDA (5.1%)、AAPL (4.4%). The largest single position, IVV, represented 5.9% 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
RTX
市值: $875.6K
Top Position Liquidated / Trimmed
EXK
前期市值: $5.1M
In Q1 2026, MidFirst Bank made 195 total portfolio adjustments, initiating 3 new buys, adding to 68 positions, trimming 109 holdings, and fully liquidating 15 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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