Midfirst Bank Portfolio Stock Holdings

Midfirst Bank disclosed 926 stock positions valued at approximately $1.2 billion in its latest SEC 13F filing. The largest holdings include ISHARES TR, NVIDIA CORPORATION, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
926
Portfolio Value
$1.2B
Holdings by Sector
Midfirst Bank Portfolio Holdings in Q1 2026

906 holdings in the latest reporting period.

Page 1 of 10
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRIVVOther5.88%108,831+902+0.84%$71,089,498
NVIDIA CORPORATIONNVDATechnology5.07%351,361-35,416-9.16%$61,277,341
APPLE INCAAPLTechnology4.36%207,530-11,693-5.33%$52,668,940
ALPHABET INCGOOGLCommunication Services3.60%151,256-2,145-1.40%$43,495,153
MICROSOFT CORPMSFTTechnology3.07%100,305-8,791-8.06%$37,129,781
AMAZON COM INCAMZNConsumer Cyclical3.02%175,162-7,499-4.11%$36,480,990
STATE STR SPDR S&P 500 ETF TSPYOther2.17%40,280+73+0.18%$26,195,695
INVESCO QQQ TRQQQOther2.06%43,156+2,375+5.82%$24,908,780
META PLATFORMS INCMETACommunication Services1.83%38,658+1,195+3.19%$22,117,668
JPMORGAN CHASE & COJPMFinancial Services1.56%63,938-1,784-2.71%$18,808,082
CATERPILLAR INCCATIndustrials1.53%26,111-1,080-3.97%$18,498,828
BROADCOM INCAVGOTechnology1.44%56,345-6,155-9.85%$17,439,234
ISHARES TRIWFOther1.30%36,930-702-1.87%$15,746,952
JOHNSON & JOHNSONJNJHealthcare1.28%63,206-2,213-3.38%$15,450,195
ADVANCED MICRO DEVICES INCAMDTechnology1.14%67,450-2,415-3.46%$13,721,354
LAM RESEARCH CORPLRCXOther1.11%62,848-31,689-33.52%$13,428,062
DORCHESTER MINERALS L PDMLPEnergy1.11%494,153--$13,391,546
VANGUARD MUN BD FDSVTEBOther1.10%267,538+66,990+33.40%$13,347,471
ISHARES TRIQLTOther1.10%288,680+109,359+60.99%$13,345,676
EATON CORP PLCETNOther1.09%36,691-447-1.20%$13,123,205
GOLDMAN SACHS GROUP INCGSFinancial Services1.08%15,390-1,385-8.26%$13,019,969
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology1.05%37,442-3,019-7.46%$12,653,617
ISHARES TRIEFAOther1.03%137,843+6,472+4.93%$12,478,927
ONEOK INC NEWOKEEnergy0.95%126,671-3,026-2.33%$11,449,791
HONEYWELL INTL INCHONIndustrials0.94%50,030+1,892+3.93%$11,308,237
ISHARES TRSUBOther0.91%103,379+30,395+41.65%$11,009,874
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.88%10,706+270+2.59%$10,667,633
VISA INCVFinancial Services0.88%35,286+453+1.30%$10,664,823
ISHARES TRSGOVOther0.86%103,705+12,678+13.93%$10,438,945
SCHWAB CHARLES CORPSCHWFinancial Services0.82%105,436-3,232-2.97%$9,908,902
ELI LILLY & COLLYHealthcare0.81%10,643+504+4.97%$9,788,726
WALMART INCWMTConsumer Defensive0.80%77,491-9,473-10.89%$9,630,581
AMGEN INCAMGNHealthcare0.79%27,226+272+1.01%$9,579,408
ISHARES TRIWPOther0.78%73,858-2,155-2.84%$9,462,687
ISHARES TRIWSOther0.76%63,432-1,960-3.00%$9,244,579
ISHARES TRIVWOther0.74%79,375-1,107-1.38%$8,978,106
CHEVRON CORPORATIONCVXEnergy0.73%42,815-101-0.24%$8,858,423
ABBVIE INCABBVHealthcare0.72%40,284-2,574-6.01%$8,761,371
SELECT SECTOR SPDR TRXLKOther0.72%65,538-2,866-4.19%$8,710,000
VANGUARD ADMIRAL FDS INCIVOVOther0.71%84,045+13,712+19.50%$8,568,388
HOME DEPOT INCHDConsumer Cyclical0.70%25,795+2,253+9.57%$8,483,840
WILLIAMS COS INCWMBEnergy0.70%115,852+7+0.01%$8,431,709
WASTE MGMT INC DELWMIndustrials0.69%36,470+972+2.74%$8,380,550
PULTE GROUP INCPHMConsumer Cyclical0.68%69,614+144+0.21%$8,187,270
ISHARES TRIJHOther0.66%118,887-1,207-1.01%$8,028,439
ISHARES TRIWOOther0.62%23,691+638+2.77%$7,434,473
ISHARES TRIJJOther0.58%53,196-1,797-3.27%$7,048,470
PHILLIPS 66PSXEnergy0.57%37,953-420-1.09%$6,914,362
BLACKROCK INCBLKOther0.56%7,006-39-0.55%$6,737,470
ISHARES TRIWDOther0.56%31,478-846-2.62%$6,725,981
RB GLOBAL INCRBAIndustrials0.53%66,926+493+0.74%$6,414,810
ISHARES TRIJSOther0.53%54,109-1,913-3.41%$6,409,211
ENBRIDGE INCENBEnergy0.52%116,069-1,320-1.12%$6,283,976
CROWDSTRIKE HLDGS INCCRWDTechnology0.51%15,642-538-3.33%$6,106,793
SPDR SERIES TRUSTSPYGOther0.49%60,653+9,586+18.77%$5,938,535
STARBUCKS CORPSBUXConsumer Cyclical0.46%62,391+16,462+35.84%$5,589,615
ALPHABET INCGOOGCommunication Services0.46%19,246-8,929-31.69%$5,520,948
EXXON MOBIL CORPXOMEnergy0.46%32,434-744-2.24%$5,502,752
VANGUARD ADMIRAL FDS INCVIOVOther0.44%52,837+7,111+15.55%$5,375,636
ISHARES TRIWNOther0.44%28,227-1,080-3.69%$5,351,557
AMERICAN TOWER CORPAMTReal Estate0.44%30,576+5,986+24.34%$5,276,880
SCHWAB STRATEGIC TRSCHOOther0.42%208,991+15,724+8.14%$5,072,220
EOG RES INCEOGEnergy0.42%35,062+6,228+21.60%$5,068,930
ELEVANCE HEALTH INC FORMERLYELVHealthcare0.40%16,543+7,579+84.55%$4,842,949
SALESFORCE INCCRMTechnology0.38%24,573+55+0.22%$4,587,042
MCDONALDS CORPMCDConsumer Cyclical0.37%14,300-574-3.86%$4,444,297
DISNEY WALT CODISCommunication Services0.36%45,169+95+0.21%$4,353,393
KLA CORPKLACTechnology0.35%2,885-9-0.31%$4,247,903
INTUITIVE SURGICAL INCISRGHealthcare0.35%9,057-232-2.50%$4,175,186
ROYAL BK CDARYFinancial Services0.34%25,520-942-3.56%$4,128,626
PALO ALTO NETWORKS INCPANWTechnology0.34%25,525+1,483+6.17%$4,092,168
COCA COLA COKOConsumer Defensive0.34%53,291-2,593-4.64%$4,052,781
TEXAS INSTRS INCTXNTechnology0.32%20,170+1,350+7.17%$3,915,804
VANGUARD ADMIRAL FDS INCIVOGOther0.32%30,572+16,166+112.22%$3,822,417
SIMON PPTY GROUP INC NEWSPGReal Estate0.31%20,338+1,638+8.76%$3,793,647
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.31%7,797+3,302+73.46%$3,736,322
AUTOMATIC DATA PROCESSING INADPTechnology0.31%18,322+2,704+17.31%$3,722,664
BANK AMERICA CORPBACFinancial Services0.31%76,240-1,130-1.46%$3,716,700
VERIZON COMMUNICATIONS INCVZCommunication Services0.31%73,968+3,743+5.33%$3,713,194
ISHARES TRMUBOther0.31%34,862+1,580+4.75%$3,700,601
ISHARES TRDVYOther0.30%23,664-632-2.60%$3,582,966
SPOTIFY TECHNOLOGY S ASPOTOther0.29%7,314+7,232+8819.51%$3,546,632
J P MORGAN EXCHANGE TRADED FJPSTOther0.29%69,897-3,904-5.29%$3,537,487
MASTERCARD INCORPORATEDMAFinancial Services0.28%6,889-2,495-26.59%$3,442,157
CISCO SYS INCCSCOTechnology0.28%43,977-3,786-7.93%$3,412,176
STONEX GROUP INCSNEXFinancial Services0.28%42,187+14,062+50.00%$3,402,382
MORGAN STANLEYMSFinancial Services0.28%20,289-295-1.43%$3,338,961
SHERWIN WILLIAMS COSHWBasic Materials0.27%10,287-181-1.73%$3,297,546
ISHARES INCIEMGOther0.26%45,572+10,115+28.53%$3,178,647
MORNINGSTAR INCMORNFinancial Services0.26%18,802+3,155+20.16%$3,178,540
QUALCOMM INCQCOMTechnology0.26%24,630+1,673+7.29%$3,171,851
UNITEDHEALTH GROUP INCUNHHealthcare0.25%11,364+4,933+76.71%$3,074,906
ISHARES TRIJKOther0.25%29,972-496-1.63%$3,015,782
NEXTERA ENERGY INCNEEUtilities0.24%31,847-739-2.27%$2,957,949
ADOBE INCADBETechnology0.24%11,849+1,028+9.50%$2,880,255
VANGUARD ADMIRAL FDS INCVIOGOther0.24%23,072+3,824+19.87%$2,871,541
SPDR SERIES TRUSTSPLGOther0.23%36,544-120,885-76.79%$2,797,078
NIKE INCNKEConsumer Cyclical0.22%50,899+3,941+8.39%$2,688,477
SPDR SERIES TRUSTMDYGOther0.22%27,606+8,689+45.93%$2,649,072
SEMPRASREUtilities0.22%27,127-4,314-13.72%$2,635,931