Institutions / CoreFirst Bank & Trust
CoreFirst Bank & Trust
CIK 1845199 · Institution · as of Dec 31, 2025
Portfolio value
$184.94M
Positions
300
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 300 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $11.36M | 6.1% |
| Avantis Intl Small Cap Value | $9.72M | 5.3% |
| Colgate Palmolive Co | $8.70M | 4.7% |
| Vanguard FTSE Developed Markets ETF | $7.24M | 3.9% |
| iShares MSCI UAE ETF | $6.72M | 3.6% |
| Avantis US Small Cap Value | $5.66M | 3.1% |
| Vanguard High Dividend Yield Index | $5.60M | 3.0% |
| Aptus Collared Investment Opp ETF | $5.29M | 2.9% |
| Ishares S&P 500 Index Fund | $4.16M | 2.2% |
| Vanguard Dividend Appreciation ETF | $3.98M | 2.1% |
| Avantis Emerging Markets Equity ETF | $3.78M | 2.0% |
| iShares Core MSCI Emerging Markets ETF | $3.76M | 2.0% |
| Microsoft Corp | $3.76M | 2.0% |
| Ishares S&P Smallcap 600 | $3.44M | 1.9% |
| Vanguard International High DVD Yield | $3.14M | 1.7% |
| JP Morgan Equity Premium Income ETF | $2.72M | 1.5% |
| Johnson & Johnson | $2.70M | 1.5% |
| iShares S&P MidCap 400 | $2.63M | 1.4% |
| Vanguard FTSE All World ex-US Small Cap ETF | $2.57M | 1.4% |
| Walmart Inc. | $2.47M | 1.3% |
| Akre Focus ETF | $2.43M | 1.3% |
| Exxon Mobil Corp | $2.35M | 1.3% |
| JPMorgan Chase & Co | $2.34M | 1.3% |
| Spdr Trust Series 1 | $2.28M | 1.2% |
| Invesco S & P 500 Equal Weight | $2.18M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.