Corefirst Bank & Trust Top Holdings and 13F Report (2025) About Corefirst Bank & TrustInvestment ActivityCorefirst Bank & Trust has $155.54 million in total holdings as of March 31, 2025.Corefirst Bank & Trust owns shares of 111 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 3.05% of the portfolio was purchased this quarter.About 11.39% of the portfolio was sold this quarter.This quarter, Corefirst Bank & Trust has purchased 354 new stocks and bought additional shares in 29 stocks.Corefirst Bank & Trust sold shares of 39 stocks and completely divested from 243 stocks this quarter.Largest Holdings Colgate-Palmolive $11,444,331Apple $10,478,761Avantis International Small Cap Value ETF $8,028,329Vanguard FTSE Developed Markets ETF $5,986,605iShares MSCI Intl Value Factor ETF $5,522,482 Largest Purchases this Quarter Avantis International Small Cap Value ETF 23,128 shares (about $1.61M)Vanguard FTSE All-World ex-US Small-Cap ETF 6,476 shares (about $748.63K)iShares Core MSCI Emerging Markets ETF 4,028 shares (about $217.39K)iShares Core S&P Mid-Cap ETF 3,465 shares (about $202.18K)Vanguard FTSE Developed Markets ETF 3,685 shares (about $187.31K) Largest Sales this Quarter Apple 2,164 shares (about $480.69K)Colgate-Palmolive 4,107 shares (about $384.83K)JPMorgan Chase & Co. 1,243 shares (about $304.91K)Microsoft 607 shares (about $227.86K)Exxon Mobil 1,024 shares (about $121.78K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCorefirst Bank & Trust Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCLColgate-Palmolive$11,444,331$384,826 ▼-3.3%122,1387.4%Consumer StaplesAAPLApple$10,478,761$480,689 ▼-4.4%47,1746.7%Computer and TechnologyAVDVAvantis International Small Cap Value ETF$8,028,329$1,612,947 ▲25.1%115,1185.2%ETFVEAVanguard FTSE Developed Markets ETF$5,986,605$187,309 ▲3.2%117,7773.8%ETFIVLUiShares MSCI Intl Value Factor ETF$5,522,482$55,558 ▼-1.0%182,2003.6%ETFVYMVanguard High Dividend Yield ETF$5,370,797$18,441 ▲0.3%41,6473.5%ETFAVUVAvantis U.S. Small Cap Value ETF$4,620,533$161,788 ▲3.6%53,0063.0%ETFIVViShares Core S&P 500 ETF$3,678,759$186,551 ▲5.3%6,5472.4%ETFVIGVanguard Dividend Appreciation ETF$3,653,996$6,402 ▲0.2%18,8362.3%ETFMSFTMicrosoft$3,188,188$227,862 ▼-6.7%8,4932.0%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$3,114,304$149,535 ▲5.0%29,7822.0%ETFAVEMAvantis Emerging Markets Equity ETF$2,988,824$57,823 ▼-1.9%49,6731.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,882,052$217,391 ▲8.2%53,4011.9%ETFXOMExxon Mobil$2,699,592$121,784 ▼-4.3%22,6991.7%EnergyVYMIVanguard International High Dividend Yield ETF$2,680,252$50,109 ▲1.9%36,3721.7%ETFJNJJohnson & Johnson$2,636,856$27,529 ▼-1.0%15,9001.7%MedicalJEPIJPMorgan Equity Premium Income ETF$2,475,134$36,455 ▲1.5%43,3171.6%ETFIJHiShares Core S&P Mid-Cap ETF$2,454,202$202,183 ▲9.0%42,0601.6%ETFPGProcter & Gamble$2,274,084$41,582 ▼-1.8%13,3441.5%Consumer StaplesWMTWalmart$2,256,905$43,719 ▼-1.9%25,7081.5%Retail/WholesaleMCDMcDonald's$2,247,815$111,828 ▼-4.7%7,1961.4%Retail/WholesaleCVXChevron$2,186,983$2,175 ▲0.1%13,0731.4%EnergyRSPInvesco S&P 500 Equal Weight ETF$2,182,525$121,261 ▲5.9%12,5991.4%ETFIRMIron Mountain$2,157,367$8,604 ▼-0.4%25,0741.4%Business ServicesJPMJPMorgan Chase & Co.$2,113,014$304,908 ▼-12.6%8,6141.4%FinanceLOWLowe's Companies$2,019,305$1,166 ▼-0.1%8,6581.3%Retail/WholesaleVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,984,505$748,626 ▲60.6%17,1671.3%ETFEQWLInvesco S&P 100 Equal Weight ETF$1,977,679$170,099 ▲9.4%19,1841.3%ETFSPYSPDR S&P 500 ETF Trust$1,883,466$42,514 ▼-2.2%3,3671.2%FinanceVIGIVanguard International Dividend Appreciation ETF$1,636,738$21,979 ▲1.4%19,7341.1%ETFAVESAvantis Emerging Markets Value ETF$1,438,946$86,161 ▲6.4%30,5120.9%ETFFIFiserv$1,413,3120.0%6,4000.9%Business ServicesBRK.BBerkshire Hathaway$1,247,835$86,811 ▲7.5%2,3430.8%FinanceFYLDCambria Foreign Shareholder Yield ETF$1,227,604$48,609 ▲4.1%45,5850.8%ETFCOPConocoPhillips$1,204,0540.0%11,4650.8%EnergyUNHUnitedHealth Group$1,200,9590.0%2,2930.8%MedicalONEYSPDR Russell 1000 Yield Focus ETF$1,179,108$17,260 ▲1.5%10,7940.8%ETFNSCNorfolk Southern$1,157,0120.0%4,8850.7%TransportationVFVAVanguard U.S. Value Factor$1,070,346$141,930 ▲15.3%9,3890.7%ETFPEPPepsiCo$1,011,945$85,466 ▼-7.8%6,7490.7%Consumer StaplesKOCoca-Cola$988,929$14,396 ▼-1.4%13,8080.6%Consumer StaplesMOAltria Group$900,300$9,003 ▼-1.0%15,0000.6%Consumer StaplesMRKMerck & Co., Inc.$889,791$116,778 ▼-11.6%9,9130.6%MedicalHDHome Depot$883,241$65,968 ▼-6.9%2,4100.6%Retail/WholesaleACNAccenture$874,9600.0%2,8040.6%Computer and TechnologyABBVAbbVie$822,785$23,047 ▼-2.7%3,9270.5%MedicalETNEaton$805,9760.0%2,9650.5%IndustrialsBRK.ABerkshire Hathaway$798,4420.0%10.5%FinanceRTXRTX$795,025$22,783 ▼-2.8%6,0020.5%AerospaceAMGNAmgen$786,041$87,234 ▲12.5%2,5230.5%MedicalLLYEli Lilly and Company$784,6150.0%9500.5%MedicalPMPhilip Morris International$757,142$70,952 ▼-8.6%4,7700.5%Consumer StaplesAXPAmerican Express$755,4920.0%2,8080.5%FinanceSPGIS&P Global$739,2860.0%1,4550.5%Business ServicesDISWalt Disney$731,2680.0%7,4090.5%Consumer DiscretionaryVVisa$725,4520.0%2,0700.5%Business ServicesAMZNAmazon.com$719,1830.0%3,7800.5%Retail/WholesaleCIThe Cigna Group$684,9780.0%2,0820.4%MedicalEYLDCambria Emerging Shareholder Yield ETF$637,540$40,323 ▲6.8%20,0800.4%ETFORCLOracle$634,178$4,194 ▼-0.7%4,5360.4%Computer and TechnologyDHRDanaher$617,8700.0%3,0140.4%MedicalDEDeere & Company$608,747$46,935 ▼-7.2%1,2970.4%IndustrialsCOSTCostco Wholesale$606,245$3,783 ▼-0.6%6410.4%Retail/WholesaleARESAres Management$599,6350.0%4,0900.4%FinanceCSCOCisco Systems$564,153$58,810 ▼-9.4%9,1420.4%Computer and TechnologyADPAutomatic Data Processing$547,204$10,694 ▼-1.9%1,7910.4%Business ServicesMPCMarathon Petroleum$542,5500.0%3,7240.3%EnergyIBMInternational Business Machines$529,8940.0%2,1310.3%Computer and TechnologyINTUIntuit$516,3660.0%8410.3%Computer and TechnologyUNPUnion Pacific$480,748$17,009 ▲3.7%2,0350.3%TransportationGOOGLAlphabet$475,518$61,083 ▲14.7%3,0750.3%Computer and TechnologyHONHoneywell International$474,5320.0%2,2410.3%Multi-Sector ConglomeratesEvergy Inc$456,104$14,342 ▼-3.0%6,6150.3%ComGEGE Aerospace$446,3340.0%2,2300.3%IndustrialsICEIntercontinental Exchange$445,050$4,313 ▼-1.0%2,5800.3%FinanceOKEONEOK$432,996$19,844 ▼-4.4%4,3640.3%EnergyCATCaterpillar$407,6330.0%1,2360.3%IndustrialsCHDChurch & Dwight$407,3330.0%3,7000.3%Consumer StaplesBMYBristol-Myers Squibb$406,0110.0%6,6570.3%MedicalPSXPhillips 66$388,7150.0%3,1480.2%EnergyTAT&T$383,307$12,217 ▲3.3%13,5540.2%Computer and TechnologyNUENucor$383,1630.0%3,1840.2%Basic MaterialsNKENIKE$365,645$61,131 ▼-14.3%5,7600.2%Consumer DiscretionaryWFCWells Fargo & Company$353,5660.0%4,9250.2%FinanceDFSDiscover Financial Services$353,5200.0%2,0710.2%FinanceGLWCorning$351,911$46,879 ▼-11.8%7,6870.2%Computer and TechnologySBUXStarbucks$344,0020.0%3,5070.2%Retail/WholesaleMDLZMondelez International$341,5570.0%5,0340.2%Consumer StaplesNVSNovartis$335,555$78,036 ▲30.3%3,0100.2%MedicalNVONovo Nordisk A/S$332,2700.0%4,7850.2%MedicalBACBank of America$325,4100.0%7,7980.2%FinanceDVYiShares Select Dividend ETF$306,047$17,726 ▼-5.5%2,2790.2%ETFVTIVanguard Total Stock Market ETF$302,324$54,968 ▼-15.4%1,1000.2%ETFSYKStryker$300,034$46,904 ▲18.5%8060.2%MedicalEMREmerson Electric$298,879$21,928 ▼-6.8%2,7260.2%IndustrialsGOOGAlphabet$295,2750.0%1,8900.2%Computer and TechnologyABTAbbott Laboratories$284,1360.0%2,1420.2%MedicalDGDollar General$280,497$119,585 ▲74.3%3,1900.2%Retail/WholesaleVZVerizon Communications$268,0780.0%5,9100.2%Computer and TechnologyUPSUnited Parcel Service$267,056$7,039 ▼-2.6%2,4280.2%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.