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MidFirst Bank Portfolio holdings

AUM $1.41B
This Fund
S&P 500
This Quarter Est. Return
+3.85%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.26B
AUM Growth
–
Cap. Flow
+$1.29B
Cap. Flow %
102.92%
Top 10 Hldgs %
34.64%
Holding
789
New
789
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$73.3M
2
NVDA icon
NVIDIA
NVDA
+$72M
3
AAPL icon
Apple
AAPL
+$58.9M
4
MSFT icon
Microsoft
MSFT
+$54.7M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$43.8M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 23.72%
2 Financials 9.19%
3 Communication Services 7.27%
4 Consumer Discretionary 7.07%
5 Healthcare 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RIO icon
401
Rio Tinto
RIO
$160B
$107K 0.01%
+1,334
New +$96K
RSP icon
402
Invesco S&P 500 Equal Weight ETF
RSP
$100B
$105K 0.01%
+549
New +$104K
PAYX icon
403
Paychex
PAYX
$44.6B
$103K 0.01%
+920
New +$108K
TROW icon
404
T. Rowe Price
TROW
$23.7B
$102K 0.01%
+1,000
New +$103K
CF icon
405
CF Industries
CF
$17.7B
$101K 0.01%
+1,300
New +$107K
PLTR icon
406
Palantir
PLTR
$430B
$99.2K 0.01%
+4,275
New +$774K
DEM icon
407
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.98B
$98.1K 0.01%
+2,101
New +$97.3K
BUFZ icon
408
FT Vest Laddered Moderate Buffer ETF
BUFZ
$1.03B
$98.1K 0.01%
+3,698
New +$96.7K
XYL icon
409
Xylem
XYL
$28.1B
$96.6K 0.01%
+709
New +$102K
JCI icon
410
Johnson Controls International
JCI
$91.7B
$93.9K 0.01%
+784
New +$90K
FNX icon
411
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.41B
$92.2K 0.01%
+732
New +$91.7K
IBDW icon
412
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.55B
$92.1K 0.01%
+4,353
New +$92.3K
SPSM icon
413
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.6B
$91.8K 0.01%
+1,960
New +$91.4K
WY icon
414
Weyerhaeuser
WY
$17.9B
$91K 0.01%
+3,841
New +$88.8K
OXY icon
415
Occidental Petroleum
OXY
$57.7B
$91K 0.01%
+2,212
New +$92.3K
RKLB icon
416
Rocket Lab Corp
RKLB
$51.2B
$88.9K 0.01%
+1,274
New +$73K
VBR icon
417
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.2B
$82.8K 0.01%
+391
New +$81.9K
GM icon
418
General Motors
GM
$75.8B
$82.3K 0.01%
+1,012
New +$71.3K
IYJ icon
419
iShares US Industrials ETF
IYJ
$1.96B
$77.8K 0.01%
+525
New +$76.7K
UPS icon
420
United Parcel Service
UPS
$89.8B
$77.4K 0.01%
+780
New +$73K
IBMO icon
421
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$568M
$76.7K 0.01%
+2,990
New +$76.6K
TDG icon
422
TransDigm Group
TDG
$68.3B
$74.5K 0.01%
+56
New +$73.4K
REGN icon
423
Regeneron Pharmaceuticals
REGN
$82.2B
$74.1K 0.01%
+298
New +$202K
FTEC icon
424
Fidelity MSCI Information Technology Index ETF
FTEC
$21.6B
$73K 0.01%
+325
New +$73.6K
NVR icon
425
NVR
NVR
$16.8B
$72.9K 0.01%
+10
New +$74.8K
15 16
17
18 19

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SCM
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IAS
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EWS
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KC
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CBA
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NI
Nextech Invest Zurich, Switzerland $1.42B AUM 304.47% 1-Year Est. Return
AI
Atom Investors Austin, Texas $1.4B AUM 23.77% 1-Year Est. Return

MidFirst Bank's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for MidFirst Bank, which disclosed 789 positions worth $1.26B. Its ten largest holdings account for 35% of the portfolio.

Its largest position is iShares Core S&P 500 ETF: 107,929 shares worth $73.9M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, followed by Financials and Communication Services.

  • MidFirst Bank's largest Q4 2025 buy was iShares Core S&P 500 ETF: 107,929 shares worth $73.9M.
  • MidFirst Bank's ten largest holdings make up 35% of its $1.26B portfolio in Q4 2025.
  • MidFirst Bank disclosed 789 positions in Q4 2025, its first 13F filing on record.

Based on MidFirst Bank's 13F filing for Q4 2025, filed 25 Feb 2026.