Institutions / MidFirst Bank
MidFirst Bank
CIK 2077076 · Institution · as of Jun 30, 2026
Portfolio value
$1.41B
Positions
943
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$1.41B+12.3%Positions
943+19.5%Top holdings
Jun 30, 2026View all 943 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $81.59M | 5.8% |
| NVIDIA Corp | $71.30M | 5.1% |
| Apple Inc. | $59.89M | 4.2% |
| Alphabet Inc. | $54.67M | 3.9% |
| Amazon.com Inc | $42.07M | 3.0% |
| Advanced Micro Devices Inc | $39.63M | 2.8% |
| Microsoft Corp | $37.69M | 2.7% |
| Invesco Qqq Tr | $30.21M | 2.1% |
| State Str SPDR S&P 500 ETF T | $30.03M | 2.1% |
| Caterpillar Inc | $27.93M | 2.0% |
| Lam Research Corp | $27.47M | 1.9% |
| Meta Platforms Inc | $22.17M | 1.6% |
| Broadcom Inc. | $21.29M | 1.5% |
| JPMORGAN CHASE & CO | $21.20M | 1.5% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $18.17M | 1.3% |
| iShares Tr | $16.88M | 1.2% |
| Vanguard Mun Bd Fds | $15.96M | 1.1% |
| Eaton Corp plc | $15.86M | 1.1% |
| The Goldman Sachs Group, Inc. | $15.76M | 1.1% |
| Johnson & Johnson | $15.11M | 1.1% |
| iShares Tr | $14.11M | 1.0% |
| iShares Tr | $13.76M | 1.0% |
| ELI LILLY & Co | $12.80M | 0.9% |
| Dorchester Minerals, L.P. | $12.64M | 0.9% |
| Select Sector SPDR Tr | $12.38M | 0.9% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | Lam Research Corp | $-13.50M | -31K -32.95% | 63,391 1.95% of portfolio | medium |
| Q2 2026 as of | Add | 464287614 | $12.21M | +98K +261.29% | 135,960 1.20% of portfolio | medium |
| Q2 2026 as of | Trim | 78464A854 | $-10.85M | -123K -78.41% | 33,986 0.21% of portfolio | medium |
| Q2 2026 as of | Exit | Honeywell International Inc | $-9.39M | -48K -100.00% | — | medium |
| Q2 2026 as of | Add | Kla Corp | $7.85M | +26K +898.62% | 28,900 0.62% of portfolio | medium |
| Q2 2026 as of | Add | Amphenol Corp /De | $6.96M | +39K +708.19% | 45,016 0.56% of portfolio | medium |
| Q2 2026 as of | Trim | NVIDIA Corp | $-6.09M | -30K -7.87% | 356,324 5.06% of portfolio | medium |
| Q2 2026 as of | Add | 922907746 | $5.82M | +115K +57.34% | 315,544 1.13% of portfolio | medium |
| Q2 2026 as of | New | Honeywell International Inc | $5.69M | +25K | 25,397 0.40% of portfolio | medium |
| Q2 2026 as of | New | HONA Honeywell Aerospace Inc. Common Stock | $5.61M | +25K | 25,367 0.40% of portfolio | medium |