BOK Financial Private Wealth, Inc.

All holdings · as of Mar 31, 2026

Company	Class	Value	Shares	% of portfolio
VANGUARD ADMIRAL FDS INC	—	$712.5K	1,748	0.0%
CATERPILLAR INC	—	$711.3K	1,004	0.0%
ELI LILLY & Co	—	$699.0K	760	0.0%
O REILLY AUTOMOTIVE INC	—	$699.0K	7,572	0.0%
ISHARES TR	—	$685.6K	7,051	0.0%
ALPS ETF TR	—	$680.4K	13,000	0.0%
ABBOTT LABORATORIES	—	$667.4K	6,500	0.0%
Evercore Inc	—	$667.2K	2,235	0.0%
VANGUARD INDEX FDS	—	$663.5K	7,480	0.0%
UNITEDHEALTH GROUP INC	—	$653.2K	2,414	0.0%
Everpure, Inc.	—	$638.6K	10,817	0.0%
Global X Artificial Intelligence & Technology ETF	—	$632.4K	13,550	0.0%
STRYKER CORP	—	$624.7K	1,896	0.0%
HARTFORD INSURANCE GROUP, INC.	—	$618.0K	4,550	0.0%
ISHARES TR	—	$571.6K	2,675	0.0%
TRACTOR SUPPLY CO /DE	—	$547.4K	12,084	0.0%
RAYONIER INC	—	$519.3K	25,184	0.0%
VANGUARD SCOTTSDALE FDS	—	$511.2K	4,660	0.0%
COGNEX CORP	—	$506.9K	10,348	0.0%
Williams Cos Inc/The	—	$493.6K	6,782	0.0%
VERTEX PHARMACEUTICALS INC / MA	—	$492.5K	1,103	0.0%
Tesla Inc	—	$490.3K	1,319	0.0%
RAYMOND JAMES FINANCIAL INC	—	$485.9K	3,356	0.0%
Quanta Services Inc	—	$485.3K	884	0.0%
Merck & Co., Inc.	—	$480.3K	3,963	0.0%
VANGUARD SCOTTSDALE FDS	—	$476.6K	8,141	0.0%
Qnity Electronics, Inc.	—	$474.1K	4,109	0.0%
Uber Technologies, Inc	—	$471.4K	6,554	0.0%
Zoetis Inc.	—	$468.8K	3,966	0.0%
DEERE & CO	—	$458.2K	811	0.0%
Yum! Brands Inc	—	$453.7K	2,918	0.0%
Philip Morris International Inc.	—	$450.5K	2,700	0.0%
DIMENSIONAL ETF TRUST	—	$441.1K	8,358	0.0%
INTERNATIONAL BUSINESS MACHINES CORP	—	$432.2K	1,783	0.0%
Netflix Inc	—	$427.5K	4,446	0.0%
DOW INC.	—	$410.2K	9,849	0.0%
MICRON TECHNOLOGY INC	—	$404.6K	1,197	0.0%
ISHARES TR	—	$399.1K	2,200	0.0%
BANK OF AMERICA CORP /DE	—	$394.5K	8,092	0.0%
COCA COLA CO	—	$391.6K	5,110	0.0%
DuPont de Nemours, Inc.	—	$387.0K	8,449	0.0%
INVESCO EXCH TRADED FD TR II	—	$382.5K	3,412	0.0%
Hilton Worldwide Holdings Inc.	—	$380.1K	1,250	0.0%
ISHARES TR	—	$373.4K	4,762	0.0%
VANGUARD SCOTTSDALE FDS	—	$368.1K	1,280	0.0%
Digital Realty Trust Inc	—	$358.8K	1,991	0.0%
Salesforce Inc	—	$348.5K	1,867	0.0%
BROWN & BROWN, INC.	—	$335.7K	5,148	0.0%
UDR, Inc.	—	$334.1K	9,891	0.0%
HOME DEPOT, INC.	—	$322.0K	979	0.0%