MidFirst Bank 13F Holdings · Q2 2026
MidFirst Bank reported 943 securities worth $1.41B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (5.79%), NVDA (5.06%), AAPL (4.25%). Among its top 25 positions this quarter: 19 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $81.6M | 5.79% | 108,944 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $71.3M | 5.06% | 356,324 | Added |
| 3 | AAPL | APPLE INC | $59.9M | 4.25% | 206,987 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $54.7M | 3.88% | 152,970 | Added |
| 5 | AMZN | AMAZON COM INC | $42.1M | 2.98% | 176,520 | Added |
| 6 | AMD | ADVANCED MICRO DEVICES INC | $39.6M | 2.81% | 68,218 | Added |
| 7 | MSFT | MICROSOFT CORP | $37.7M | 2.67% | 101,049 | Added |
| 8 | QQQ | INVESCO QQQ TR | $30.2M | 2.14% | 41,024 | Trimmed |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $30.0M | 2.13% | 40,214 | Trimmed |
| 10 | CAT | CATERPILLAR INC | $27.9M | 1.98% | 26,232 | Added |
| 11 | LRCX | LAM RESEARCH CORP | $27.5M | 1.95% | 63,391 | Added |
| 12 | META | META PLATFORMS INC | $22.2M | 1.57% | 39,356 | Added |
| 13 | AVGO | BROADCOM INC | $21.3M | 1.51% | 56,370 | Added |
| 14 | JPM | JPMORGAN CHASE & CO | $21.2M | 1.50% | 64,768 | Added |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $18.2M | 1.29% | 38,040 | Added |
| 16 | IWF | ISHARES TR | $16.9M | 1.20% | 135,960 | Added |
| 17 | VTEB | VANGUARD MUN BD FDS | $16.0M | 1.13% | 315,544 | Added |
| 18 | ETN | EATON CORP PLC | $15.9M | 1.12% | 37,220 | Added |
| 19 | GS | GOLDMAN SACHS GROUP INC | $15.8M | 1.12% | 15,581 | Added |
| 20 | JNJ | JOHNSON & JOHNSON | $15.1M | 1.07% | 59,477 | Trimmed |
| 21 | IEFA | ISHARES TR | $14.1M | 1.00% | 146,065 | Added |
| 22 | IQLT | ISHARES TR | $13.8M | 0.98% | 277,660 | Trimmed |
| 23 | LLY | ELI LILLY & CO | $12.8M | 0.91% | 10,672 | Added |
| 24 | DMLP | DORCHESTER MINERALS L P | $12.6M | 0.90% | 500,743 | Added |
| 25 | XLK | SELECT SECTOR SPDR TR | $12.4M | 0.88% | 64,967 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR