Midfirst Bank Top Holdings and 13F Report (2026)

About Midfirst Bank

Investment Activity

Midfirst Bank has $1.41 billion in total holdings as of June 30, 2026.
Midfirst Bank owns shares of 943 different stocks, but just 77 companies or ETFs make up 80% of its holdings.
Approximately 4.60% of the portfolio was purchased this quarter.
About 1.98% of the portfolio was sold this quarter.
This quarter, Midfirst Bank has purchased 926 new stocks and bought additional shares in 217 stocks.
Midfirst Bank sold shares of 134 stocks and completely divested from 35 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $81,587,072
NVIDIA: $71,296,936
Apple: $59,893,692
Alphabet: $54,666,852
Amazon.com: $42,071,777

Largest New Holdings this Quarter

438516205 - HONEYWELL INTL INC: $5,686,388 Holding
43849R105 - HONEYWELL AEROSPACE INC: $5,608,136 Holding
26614N201 - DUPONT DE NEMOURS INC: $823,470 Holding
808524300 - Schwab U.S. Large-Cap Growth ETF: $268,825 Holding
18539C204 - Clearway Energy: $205,080 Holding

Largest Purchases this Quarter

iShares Russell 1000 Growth ETF: 99,030 shares (about $12.30M)
KLA: 26,015 shares (about $7.85M)
Amphenol: 41,945 shares (about $7.40M)
HONEYWELL INTL INC: 25,397 shares (about $5.69M)
HONEYWELL AEROSPACE INC: 25,367 shares (about $5.61M)

Largest Sales this Quarter

UnitedHealth Group: 5,651 shares (about $2.35M)
Invesco QQQ: 2,132 shares (about $1.57M)
lululemon athletica: 9,090 shares (about $1.04M)
Johnson & Johnson: 3,729 shares (about $947.05K)
SPDR Portfolio S&P 1500 Composite Stock Market ETF: 7,585 shares (about $688.64K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$81,587,072	$84,625 â–²	0.1%	108,944	5.8%	ETF
NVDA NVIDIA	$71,296,936	$993,048 â–²	1.4%	356,324	5.1%	Technology
AAPL Apple	$59,893,692	$157,122 â–¼	-0.3%	206,987	4.2%	Technology
GOOGL Alphabet	$54,666,852	$612,532 â–²	1.1%	152,970	3.9%	Communication Services
AMZN Amazon.com	$42,071,777	$323,666 â–²	0.8%	176,520	3.0%	Consumer Discretionary
AMD Advanced Micro Devices	$39,628,518	$446,139 â–²	1.1%	68,218	2.8%	Technology
MSFT Microsoft	$37,693,178	$277,526 â–²	0.7%	101,049	2.7%	Technology
QQQ Invesco QQQ	$30,210,074	$1,570,005 â–¼	-4.9%	41,024	2.1%	ETF
SPY SPDR S&P 500 ETF Trust	$30,030,609	$49,287 â–¼	-0.2%	40,214	2.1%	ETF
CAT Caterpillar	$27,934,514	$128,853 â–²	0.5%	26,232	2.0%	Industrials
LAM RESEARCH CORP	$27,469,259	$235,299 â–²	0.9%	63,391	1.9%	COM NEW
META Meta Platforms	$22,169,070	$393,180 â–²	1.8%	39,356	1.6%	Communication Services
AVGO Broadcom	$21,293,637	$9,444 â–²	0.0%	56,370	1.5%	Technology
JPM JPMorgan Chase & Co.	$21,200,649	$271,686 â–²	1.3%	64,768	1.5%	Finance
TSM Taiwan Semiconductor Manufacturing	$18,166,551	$285,584 â–²	1.6%	38,040	1.3%	Technology
IWF iShares Russell 1000 Growth ETF	$16,882,153	$12,296,555 â–²	268.2%	135,960	1.2%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$15,960,216	$2,428,144 â–²	17.9%	315,544	1.1%	ETF
ETN Eaton	$15,860,072	$225,416 â–²	1.4%	37,220	1.1%	Industrials
GS The Goldman Sachs Group	$15,758,539	$193,176 â–²	1.2%	15,581	1.1%	Finance
JNJ Johnson & Johnson	$15,105,261	$947,047 â–¼	-5.9%	59,477	1.1%	Healthcare
IEFA iShares Core MSCI EAFE ETF	$14,106,958	$794,081 â–²	6.0%	146,065	1.0%	ETF
IQLT iShares MSCI Intl Quality Factor ETF	$13,758,053	$546,041 â–¼	-3.8%	277,660	1.0%	ETF
LLY Eli Lilly and Company	$12,800,744	$34,785 â–²	0.3%	10,672	0.9%	Healthcare
DMLP Dorchester Minerals	$12,643,761	$166,398 â–²	1.3%	500,743	0.9%	Energy
XLK Technology Select Sector SPDR Fund	$12,377,513	$108,787 â–¼	-0.9%	64,967	0.9%	ETF
V Visa	$12,229,971	$123,854 â–²	1.0%	35,647	0.9%	Finance
CRWD CrowdStrike	$12,178,951	$241,915 â–²	2.0%	15,959	0.9%	Technology
SUB iShares Short-Term National Muni Bond ETF	$12,134,184	$1,127,412 â–²	10.2%	113,968	0.9%	ETF
OKE ONEOK	$11,054,421	$41,644 â–²	0.4%	127,150	0.8%	Energy
SGOV iShares 0-3 Month Treasury Bond ETF	$10,955,412	$515,430 â–²	4.9%	108,825	0.8%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$10,795,395	$18,155 â–¼	-0.2%	73,734	0.8%	ETF
IVW iShares S&P 500 Growth ETF	$10,750,858	$165,586 â–¼	-1.5%	78,171	0.8%	ETF
IWS iShares Russell Mid-Cap Value ETF	$10,345,110	$95,797 â–¼	-0.9%	62,850	0.7%	ETF
ABBV AbbVie	$10,319,012	$181,936 â–²	1.8%	41,007	0.7%	Healthcare
COST Costco Wholesale	$10,089,336	$73,904 â–²	0.7%	10,785	0.7%	Consumer Staples
SCHW Charles Schwab	$9,764,606	$35,985 â–²	0.4%	105,826	0.7%	Finance
PHM PulteGroup	$9,758,877	$207,186 â–²	2.2%	71,124	0.7%	Consumer Discretionary
IVOV Vanguard S&P Mid-Cap 400 Value ETF	$9,645,987	$58,974 â–²	0.6%	84,562	0.7%	ETF
IJH iShares Core S&P Mid-Cap ETF	$9,408,577	$241,200 â–²	2.6%	122,015	0.7%	ETF
AMGN Amgen	$9,376,322	$482,703 â–¼	-4.9%	25,893	0.7%	Healthcare
HD Home Depot	$9,268,722	$171,401 â–²	1.9%	26,281	0.7%	Consumer Discretionary
IWO iShares Russell 2000 Growth ETF	$9,235,604	$97,702 â–¼	-1.0%	23,443	0.7%	ETF
WALMART INC	$8,812,421	$35,790 â–²	0.4%	77,807	0.6%	COM
KLAC KLA	$8,719,419	$7,848,986 â–²	901.7%	28,900	0.6%	Technology
WMB Williams Companies	$8,615,263	$2,825 â–²	0.0%	115,890	0.6%	Energy
PANW Palo Alto Networks	$8,612,801	$91,734 â–¼	-1.1%	25,256	0.6%	Technology
WM Waste Management	$8,290,770	$162,258 â–²	2.0%	37,198	0.6%	Industrials
RBA RB Global	$7,979,506	$185,971 â–²	2.4%	68,523	0.6%	Industrials
APH Amphenol	$7,937,221	$7,395,742 â–²	1,365.8%	45,016	0.6%	Technology
IJJ iShares S&P Mid-Cap 400 Value ETF	$7,826,735	$31,910 â–¼	-0.4%	52,980	0.6%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$7,517,907	$300,807 â–²	4.2%	63,181	0.5%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$7,283,814	$111,804 â–¼	-1.5%	53,291	0.5%	ETF
IWD iShares Russell 1000 Value ETF	$7,194,682	$436,622 â–¼	-5.7%	29,677	0.5%	ETF
BLACKROCK INC	$6,839,693	$102,889 â–²	1.5%	7,113	0.5%	COM
GOOG Alphabet	$6,658,906	$141,333 â–¼	-2.1%	18,846	0.5%	Communication Services
CVX Chevron	$6,540,724	$556,291 â–¼	-7.8%	39,459	0.5%	Energy
SBUX Starbucks	$6,502,117	$126,408 â–²	2.0%	63,628	0.5%	Consumer Discretionary
PSX Phillips 66	$6,482,796	$66,775 â–²	1.0%	38,348	0.5%	Energy
ELV Elevance Health	$6,442,453	$44,860 â–²	0.7%	16,659	0.5%	Healthcare
ENB Enbridge	$6,358,399	$66,299 â–²	1.1%	117,292	0.5%	Energy
IWN iShares Russell 2000 Value ETF	$6,203,776	$40,037 â–¼	-0.6%	28,046	0.4%	ETF
VIOV Vanguard S&P Small-Cap 600 Value ETF	$6,193,733	$5,632 â–¼	-0.1%	52,789	0.4%	ETF
TXN Texas Instruments	$6,006,409	$5,663 â–¼	-0.1%	20,151	0.4%	Technology
HONEYWELL INTL INC	$5,686,388	$5,686,388 â–²	New Holding	25,397	0.4%	COM
HONEYWELL AEROSPACE INC	$5,608,136	$5,608,136 â–²	New Holding	25,367	0.4%	COM
IVOG Vanguard S&P Mid-Cap 400 Growth ETF	$5,559,107	$1,086,424 â–²	24.3%	37,998	0.4%	ETF
RY Royal Bank Of Canada	$5,298,225	$16,351 â–²	0.3%	25,599	0.4%	Finance
AMT American Tower	$5,113,033	$111,718 â–²	2.2%	31,259	0.4%	Real Estate
CSCO Cisco Systems	$5,105,869	$59,670 â–¼	-1.2%	43,469	0.4%	Technology
SNEX StoneX Group	$4,999,160		0.0%	42,187	0.4%	Finance
SCHO Schwab Short-Term U.S. Treasury ETF	$4,792,660	$252,384 â–¼	-5.0%	198,536	0.3%	ETF
JPST JPMorgan Ultra-Short Income ETF	$4,692,947	$1,158,255 â–²	32.8%	92,801	0.3%	ETF
EOG EOG Resources	$4,634,600	$86,011 â–²	1.9%	35,725	0.3%	Energy
SPG Simon Property Group	$4,591,311	$42,717 â–²	0.9%	20,529	0.3%	Real Estate
QCOM Qualcomm	$4,572,998	$21,620 â–²	0.5%	24,747	0.3%	Technology
XOM ExxonMobil	$4,434,649	$273 â–²	0.0%	32,436	0.3%	Energy
DIS Walt Disney	$4,394,106	$46,585 â–²	1.1%	45,653	0.3%	Communication Services
MUB iShares National Muni Bond ETF	$4,370,663	$618,815 â–²	16.5%	40,612	0.3%	ETF
BAC Bank of America	$4,315,380	$28,775 â–¼	-0.7%	75,735	0.3%	Finance
MS Morgan Stanley	$4,218,427	$22,785 â–¼	-0.5%	20,180	0.3%	Finance
ADP Automatic Data Processing	$4,128,966	$25,754 â–²	0.6%	18,437	0.3%	Industrials
BRK.B Berkshire Hathaway	$3,948,577	$47,037 â–²	1.2%	7,891	0.3%	Finance
KO CocaCola	$3,935,337	$395,622 â–¼	-9.1%	48,423	0.3%	Consumer Staples
IEMG iShares Core MSCI Emerging Markets ETF	$3,872,035	$96,840 â–²	2.6%	46,741	0.3%	ETF
MCD McDonald's	$3,871,109	$5,677 â–²	0.1%	14,321	0.3%	Consumer Discretionary
VIOG Vanguard S&P Small-Cap 600 Growth ETF	$3,753,420	$213,714 â–²	6.0%	24,465	0.3%	ETF
CRM Salesforce	$3,706,106	$143,501 â–¼	-3.7%	23,657	0.3%	Technology
DVY iShares Select Dividend ETF	$3,698,683		0.0%	23,664	0.3%	ETF
ISRG Intuitive Surgical	$3,620,081	$18,293 â–²	0.5%	9,103	0.3%	Healthcare
MA Mastercard	$3,580,306	$42,115 â–²	1.2%	6,971	0.3%	Finance
SHW Sherwin-Williams	$3,578,318	$36,155 â–²	1.0%	10,392	0.3%	Materials
SPOT Spotify Technology	$3,441,179	$83,103 â–²	2.5%	7,495	0.2%	Communication Services
IJK iShares S&P Mid-Cap 400 Growth ETF	$3,435,700	$86,010 â–¼	-2.4%	29,240	0.2%	ETF
VZ Verizon Communications	$3,201,327	$69,522 â–²	2.2%	75,610	0.2%	Communication Services
CM Canadian Imperial Bank of Commerce	$3,194,930	$25,070 â–²	0.8%	27,782	0.2%	Finance
PM Philip Morris International	$3,134,085	$417,359 â–²	15.4%	17,324	0.2%	Consumer Staples
MDYG SPDR S&P 400 Mid Cap Growth ETF	$3,038,424	$55,933 â–¼	-1.8%	27,107	0.2%	ETF
PNC The PNC Financial Services Group	$3,018,904		0.0%	12,261	0.2%	Finance
SPLG SPDR Portfolio S&P 500 ETF	$2,986,690	$224,797 â–¼	-7.0%	33,986	0.2%	ETF
IBM International Business Machines	$2,918,679	$98,142 â–²	3.5%	10,379	0.2%	Technology

Showing largest 100 holdings. View all holdings.

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Midfirst Bank Top Holdings and 13F Report (2026)

About Midfirst Bank

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Midfirst Bank Top Holdings and 13F Report (2026)

About Midfirst Bank

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMidfirst Bank

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools