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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
ESQ icon
726
Esquire Financial Holdings
ESQ
$1.59B
$817 ﹤0.01%
+8
New +$811
WINA icon
727
Winmark
WINA
$1.26B
$810 ﹤0.01%
+2
New +$856
WSC icon
728
WillScot Mobile Mini Holdings
WSC
$4.17B
$810 ﹤0.01%
+43
New +$867
VLTO icon
729
Veralto
VLTO
$23.8B
$798 ﹤0.01%
+8
New +$809
SHOE
730
Shoe Station Group
SHOE
$415M
$793 ﹤0.01%
+47
New +$863
KNSL icon
731
Kinsale Capital Group
KNSL
$8.59B
$782 ﹤0.01%
+2
New +$816
FSV icon
732
FirstService
FSV
$6.18B
$778 ﹤0.01%
+5
New +$813
WH icon
733
Wyndham Hotels & Resorts
WH
$5.51B
$756 ﹤0.01%
+10
New +$754
AZZ icon
734
AZZ Inc
AZZ
$4.52B
$750 ﹤0.01%
+7
New +$725
POWI icon
735
Power Integrations
POWI
$3.48B
$746 ﹤0.01%
+21
New +$796
UFPI icon
736
UFP Industries
UFPI
$5.03B
$728 ﹤0.01%
+8
New +$732
NOG icon
737
Northern Oil and Gas
NOG
$2.61B
$709 ﹤0.01%
+33
New +$740
NXRT
738
NexPoint Residential Trust
NXRT
$636M
$692 ﹤0.01%
+23
New +$705
WWW icon
739
Wolverine World Wide
WWW
$1.63B
$672 ﹤0.01%
+37
New +$747
GPK icon
740
Graphic Packaging
GPK
$3.51B
$648 ﹤0.01%
+43
New +$707
ST icon
741
Sensata Technologies
ST
$6.61B
$599 ﹤0.01%
+18
New +$576
CBT icon
742
Cabot Corp
CBT
$4.45B
$597 ﹤0.01%
+9
New +$599
VOT icon
743
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$20.3B
$558 ﹤0.01%
+2
New +$572
UMH
744
UMH Properties
UMH
$1.42B
$557 ﹤0.01%
+35
New +$526
HSTM icon
745
HealthStream
HSTM
$849M
$554 ﹤0.01%
+24
New +$604
VOE icon
746
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.5B
$532 ﹤0.01%
+3
New +$525
HURN icon
747
Huron Consulting
HURN
$2.47B
$519 ﹤0.01%
+3
New +$491
USLM icon
748
United States Lime & Minerals
USLM
$3.37B
$479 ﹤0.01%
+4
New +$496
HSIC icon
749
Henry Schein
HSIC
$10B
$453 ﹤0.01%
+6
New +$422
KFRC icon
750
Kforce
KFRC
$1.08B
$433 ﹤0.01%
+14
New +$412
28 29
30
31 32

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EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
IAS
Insigneo Advisory Services Miami, Florida $1.41B AUM 27.46% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return
KC
Kryger Capital London, United Kingdom $1.41B AUM 86.31% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
NI
Nextech Invest Zurich, Switzerland $1.42B AUM 304.47% 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.