MB
MidFirst Bank
Diversified strategyMomentum followerLong-term holder
Total reported value
$1.2B
Reporting period: 2026-03-31 · Number of holdings: 926
MidFirst Bank disclosed 926 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.2B and a quarterly turnover rate of 17.6%.
Browse other institutions with $1B to $10B AUMBrowse other institutions starting with "M"
Personality snowflake
- Concentration
- 6.69
- Portfolio Stability
- 17.58
- Momentum/Contrarian
- 100
- Sector conviction
- 50
- Diversification
- 100
- Sizing Uniformity
- 61.93
Recent moves
Trim MSFT
-8.1% -$15.6M
Trim SPYM
-76.8% -$9.8M
Add IQLT
+61.0% $5.2M
Trim XLV
-97.6% -$4.7M
Add VTEB
+33.4% $3.3M
Add SPOT
+8819.5% $3.5M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | 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% | -0.01% | +0.84% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.07% | -0.22% | -9.16% | |
| 3 | AAPL | Apple INC | Stock-Tech | 4.36% | -0.13% | -5.33% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.60% | -0.21% | -1.40% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.07% | -1.13% | -8.06% | |
| 6 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.02% | -0.22% | -4.11% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.17% | -0.01% | +0.18% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.06% | — | +5.82% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.83% | -0.05% | +3.19% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.56% | -0.09% | -2.71% | |
| 11 | CAT | Caterpillar INC | Stock-Industrials | 1.53% | +0.29% | -3.97% | |
| 12 | AVGO | Broadcom INC | Stock-Tech | 1.44% | -0.11% | -9.85% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.30% | -0.12% | -1.87% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.28% | +0.20% | -3.38% | |
| 15 | AMD | Advanced Micro Devices | Stock-Tech | 1.14% | — | -3.46% | |
| 16 | LRCX | Lam Research CORP | Stock-Tech | 1.11% | -0.18% | -33.52% | |
| 17 | DMLP | Dorchester Minerals LP | Stock-Other | 1.11% | +0.23% | — | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.10% | +0.30% | +33.40% | |
| 19 | IQLT | Ishares Msci International Q | ETF-Other | 1.10% | +0.45% | +60.98% | |
| 20 | ETN | Eaton Corporation plc | Stock-Industrials | 1.09% | +0.15% | -1.20% | |
| 21 | GS | Goldman Sachs Group INC | Stock-Financials | 1.08% | — | -8.26% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.05% | — | -7.46% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.03% | — | +4.93% | |
| 24 | OKE | Oneok INC | Stock-Energy | 0.95% | +0.19% | -2.33% | |
| 25 | HON | Honeywell International INC | Stock-Industrials | 0.94% | +0.19% | +3.93% | |
| 26 | SUB | Ishares Short-term National | ETF-Other | 0.91% | +0.29% | +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% | -0.08% | +1.30% | |
| 29 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.86% | +0.13% | +13.93% | |
| 30 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.82% | — | -2.97% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | — | +4.97% | |
| 32 | WMT | Walmart INC | Stock-Consumer Staples | 0.80% | — | -10.89% | |
| 33 | AMGN | Amgen INC | Stock-Healthcare | 0.79% | — | +1.01% | |
| 34 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.78% | — | -2.83% | |
| 35 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.76% | — | -3.00% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.74% | — | -1.38% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.73% | +0.21% | -0.24% | |
| 38 | ABBV | Abbvie INC | Stock-Healthcare | 0.72% | — | -6.01% | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.72% | -0.06% | -4.19% | |
| 40 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 0.71% | +0.14% | +19.50% | |
| 41 | HD | Home Depot INC | Stock-Consumer Disc | 0.70% | — | +9.57% | |
| 42 | WMB | Williams Cos INC | Stock-Energy | 0.70% | +0.15% | +0.01% | |
| 43 | WM | Waste Management INC | Stock-Industrials | 0.69% | — | +2.74% | |
| 44 | PHM | Pultegroup INC | Stock-Consumer Disc | 0.68% | — | +0.21% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.66% | — | -1.00% | |
| 46 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.62% | — | +2.77% | |
| 47 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.58% | — | -3.27% | |
| 48 | PSX | Phillips 66 | Stock-Energy | 0.57% | +0.18% | -1.09% | |
| 49 | BLK | Blackrock INC | Stock-Financials | 0.56% | — | -0.55% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.56% | — | -2.62% |
1–50 of 926
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
MidFirst Bank's most significant position changes for 2026-03-31: Sold out: Exact Sciences CORP (EXK); Sold out: Ss Consumer Disc Select Sect (XLY); Sold out: Rtx CORP (RTX 1.9 09-01-31); Trim: Microsoft CORP (MSFT) — shares -8.06%; Trim: Ste Str Spdr Pt S&p 500 ETF (SPYM) — shares -76.79%.
| # | 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 | IVV | Ishares Core S&p 500 ETF | 0% | +0.84% | Add |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.18% | Add |
| 28 | META | Meta Platforms Inc-class A | -0.1% | +3.19% | Add |
| 29 | XLK | Ss Technology Select Sector | -0.1% | -4.19% | Trim |
| 30 | V | Visa Inc-class A Shares | -0.1% | +1.30% | Add |
| 31 | CRWD | Crowdstrike Holdings INC - A | -0.1% | -3.33% | Trim |
| 32 | IWM | Ishares Russell 2000 ETF | -0.1% | -36.15% | Trim |
| 33 | JPM | Jpmorgan Chase & Co | -0.1% | -2.71% | Trim |
| 34 | AVGO | Broadcom INC | -0.1% | -9.85% | Trim |
| 35 | IWF | Ishares Russell 1000 Growth | -0.1% | -1.87% | Trim |
| 36 | TJX | Tjx Companies INC | -0.1% | -43.52% | Trim |
| 37 | AAPL | Apple INC | -0.1% | -5.33% | Trim |
| 38 | PYPL | Paypal Holdings INC | -0.1% | -98.35% | Trim |
| 39 | CRM | Salesforce INC | -0.1% | +0.22% | Add |
| 40 | AMP | Ameriprise Financial INC | -0.1% | -78.62% | Trim |
| 41 | LRCX | Lam Research CORP | -0.2% | -33.52% | Trim |
| 42 | GOOGL | Alphabet Inc-cl A | -0.2% | -1.40% | Trim |
| 43 | NVDA | Nvidia CORP | -0.2% | -9.16% | Trim |
| 44 | AMZN | Amazon.com INC | -0.2% | -4.11% | Trim |
| 45 | XLV | Ss Health Care Select Sector | -0.4% | -97.64% | Trim |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.8% | -76.79% | Trim |
| 47 | MSFT | Microsoft CORP | -1.1% | -8.06% | Trim |
| 48 | EXK | Exact Sciences CORP | — | EXIT | Sold out |
| 49 | XLY | Ss Consumer Disc Select Sect | — | EXIT | Sold out |
| 50 | RTX 1.9 09-01-31 | Rtx CORP | — | EXIT | Sold out |
FAQ
What is MidFirst Bank and what type of investor is it?
MidFirst Bank is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.2B, spread across 926 disclosed positions.
What are MidFirst Bank's largest equity positions?
Based on the latest 13F filing, MidFirst Bank's top holdings by market value are:
1. Ishares Core S&p 500 ETF (IVV) — $71.1M (5.9%)
2. Nvidia CORP (NVDA) — $61.3M (5.1%)
3. Apple INC (AAPL) — $52.7M (4.4%)
4. Alphabet Inc-cl A (GOOGL) — $43.5M (3.6%)
5. Microsoft CORP (MSFT) — $37.1M (3.1%)
What changes did MidFirst Bank make in its most recent portfolio filing?
In the latest reported quarter, MidFirst Bank made 49 notable position adjustments: 0 new positions were initiated, 22 existing holdings were added to, 24 positions were partially reduced, and 3 were completely exited. The largest of these moves: Sold out: Exact Sciences CORP (EXK); Sold out: Ss Consumer Disc Select Sect (XLY); Sold out: Rtx CORP (RTX 1.9 09-01-31); Trim: Microsoft CORP (MSFT) — shares -8.06%; Trim: Ste Str Spdr Pt S&p 500 ETF (SPYM) — shares -76.79%
What sectors does MidFirst Bank focus on?
MidFirst Bank is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 32.3%
• Financials: 13.0%
• Communication Services: 10.8%
• Consumer Discretionary: 10.1%
• Industrials: 9.2%
• Health Care: 8.7%
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