Midfirst Bank Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Midfirst Bank disclosed 935 stock positions valued at approximately $1.41B as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, NVIDIA CORPORATION, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 935
- Portfolio Value
- $1.41B
Holdings by Sector
Midfirst Bank Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 5.79% | 108,944 | +113 | +0.10% | $81,587,072 |
| NVIDIA CORPORATION | NVDA | Technology | 5.06% | 356,324 | +4,963 | +1.41% | $71,296,936 |
| APPLE INC | AAPL | Technology | 4.25% | 206,987 | -543 | -0.26% | $59,893,692 |
| ALPHABET INC | GOOGL | Communication Services | 3.88% | 152,970 | +1,714 | +1.13% | $54,666,852 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.98% | 176,520 | +1,358 | +0.78% | $42,071,777 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 2.81% | 68,218 | +768 | +1.14% | $39,628,518 |
| MICROSOFT CORP | MSFT | Technology | 2.67% | 101,049 | +744 | +0.74% | $37,693,178 |
| INVESCO QQQ TR | QQQ | Other | 2.14% | 41,024 | -2,132 | -4.94% | $30,210,074 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.13% | 40,214 | -66 | -0.16% | $30,030,609 |
| CATERPILLAR INC | CAT | Industrials | 1.98% | 26,232 | +121 | +0.46% | $27,934,514 |
| LAM RESEARCH CORP | LRCX | Other | 1.95% | 63,391 | +543 | +0.86% | $27,469,259 |
| META PLATFORMS INC | META | Communication Services | 1.57% | 39,356 | +698 | +1.81% | $22,169,070 |
| BROADCOM INC | AVGO | Technology | 1.51% | 56,370 | +25 | +0.04% | $21,293,637 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.50% | 64,768 | +830 | +1.30% | $21,200,649 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.29% | 38,040 | +598 | +1.60% | $18,166,551 |
| ISHARES TR | IWF | Other | 1.20% | 135,960 | +99,030 | +268.16% | $16,882,153 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.13% | 315,544 | +48,006 | +17.94% | $15,960,216 |
| EATON CORP PLC | ETN | Other | 1.12% | 37,220 | +529 | +1.44% | $15,860,072 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 1.12% | 15,581 | +191 | +1.24% | $15,758,539 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.07% | 59,477 | -3,729 | -5.90% | $15,105,261 |
| ISHARES TR | IEFA | Other | 1.00% | 146,065 | +8,222 | +5.96% | $14,106,958 |
| ISHARES TR | IQLT | Other | 0.98% | 277,660 | -11,020 | -3.82% | $13,758,053 |
| ELI LILLY & CO | LLY | Healthcare | 0.91% | 10,672 | +29 | +0.27% | $12,800,744 |
| DORCHESTER MINERALS L P | DMLP | Energy | 0.90% | 500,743 | +6,590 | +1.33% | $12,643,761 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.88% | 64,967 | -571 | -0.87% | $12,377,513 |
| VISA INC | V | Financial Services | 0.87% | 35,647 | +361 | +1.02% | $12,229,971 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.86% | 15,959 | +317 | +2.03% | $12,178,951 |
| ISHARES TR | SUB | Other | 0.86% | 113,968 | +10,589 | +10.24% | $12,134,184 |
| ONEOK INC NEW | OKE | Energy | 0.78% | 127,150 | +479 | +0.38% | $11,054,421 |
| ISHARES TR | SGOV | Other | 0.78% | 108,825 | +5,120 | +4.94% | $10,955,412 |
Showing 30 of 935 holdings in the latest reporting period.