CoreFirst Bank & Trust

Bank

CIK

1845199

Location

TOPEKA, KS

Portfolio Value

Micro $88,527,573

Diversification

Diversified

Filing Date

Global Rank

#5,929 / 8,603 ▲ 143 · as of Mar 2026

Top Industry

Household & Personal Products 13.5%

3Y Alpha vs SPY

-7.1%

Period ended 3 months ago

Filed Jun 3, 2026 · 36d

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+46.5%

SPY

+76.0%

Annualised alpha

-7.1%

Max drawdown

−16.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

227 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.1%

−1.5 pts

Top 5

31.7%

−0.6 pts

Top 10

43.8%

−0.1 pts

HHI

340

Diversified−14

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Defensive	23.3%	$20,660,159	25
Technology	19.6%	$17,309,838	28
Healthcare	12.2%	$10,804,256	26
Industrials	8.5%	$7,561,477	29
Financial Services	8.2%	$7,235,740	44
Consumer Cyclical	7.5%	$6,675,151	15
Energy	7.2%	$6,384,365	16
Unclassified	3.7%	$3,265,662	8
Real Estate	3.1%	$2,729,182	6
Communication Services	2.7%	$2,374,725	9
Utilities	2.1%	$1,873,195	12
Basic Materials	1.9%	$1,653,823	9

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	+5,231	27,425	$3,408,379
UNH	Unitedhealth Group Inc	+4,043	6,082	$1,645,728
BAC	Bank Of America Corp /De/	+1,824	5,012	$244,334
RHI	Robert Half Inc.	+1,050	14,722	$373,938
EVRG	Evergy, Inc.	+702	9,691	$793,886
INGR	Ingredion Inc	+620	1,125	$126,742
OKE	Oneok Inc /New/	+382	4,082	$368,971
PAYC	Paycom Software, Inc.	+250	880	$106,955
UPS	United Parcel Service Inc	+206	2,569	$252,738
YUM	Yum Brands Inc	+200	780	$121,274
SYF	Synchrony Financial	+185	505	$34,350
BOH	Bank Of Hawaii Corp	+180	1,410	$104,692
OLN	OLIN Corp	+110	22,780	$677,249
QCOM	Qualcomm Inc/De	+105	712	$91,691
IAUM	iShares Gold Trust Micro	+60	3,060	$142,902
NVS	Novartis AG	+40	3,490	$533,097
AMZN	Amazon Com Inc	+40	3,620	$753,936
SIVR	abrdn Silver ETF Trust	+30	1,430	$102,402
DG	Dollar General Corp	+30	5,030	$597,211
PPLT	abrdn Platinum ETF Trust	+12	162	$28,873
PSX	Phillips 66	+10	2,508	$456,907
NOC	Northrop Grumman Corp /De/	+3	221	$150,775
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−3,039	38,753	$9,835,123
CNQ	CANADIAN NATURAL RESOURCES Ltd	−1,545	4,065	$198,086
JNJ	Johnson & Johnson	−1,521	11,521	$2,816,193
CVX	Chevron Corp	−1,252	11,249	$2,327,417
MO	Altria Group, Inc.	−828	11,735	$774,391
COP	Conocophillips	−779	9,296	$1,227,072
MSFT	Microsoft Corp	−709	7,056	$2,611,919
MRK	Merck & Co., Inc.	−697	8,902	$1,070,821
PFE	Pfizer Inc	−686	3,811	$107,012
ABBV	AbbVie Inc.	−614	3,751	$815,804
JPM	Jpmorgan Chase & Co	−560	6,702	$1,971,459
PM	Philip Morris International Inc.	−375	3,293	$544,464
ORCL	Oracle Corp	−363	2,607	$383,515
CI	Cigna Group	−354	1,474	$393,189
WFC	Wells Fargo & Company/Mn	−310	3,723	$296,388
BIIB	Biogen Inc.	−295	295	$54,081
AMGN	Amgen Inc	−270	2,633	$926,420
BTI	British American Tobacco p.l.c.	−250	860	$50,284
NSC	Norfolk Southern Corp	−225	3,957	$1,135,659
NVDA	Nvidia Corp	−220	1,505	$262,472
IRM	Iron Mountain Inc	−210	22,629	$2,311,325
COF	Capital One Financial Corp	−207	1,731	$315,786
KMI	Kinder Morgan, Inc.	−200	800	$26,824
MPC	Marathon Petroleum Corp	−200	2,334	$569,916
Q	Qnity Electronics, Inc.	−192	271	$31,267
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
MQY	Blackrock Muniyield Quality Fund, Inc.	6,599	$72,457
VSNT	Versant Media Group, Inc.	97	$3,590
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	2,425	$1,218,926
DINO	HF Sinclair Corp	1,770	$81,561
WBD	Warner Bros. Discovery, Inc.	793	$22,854
SOLS	Solstice Advanced Materials Inc.	375	$18,217
WTM	White Mountains Insurance Group Ltd	7	$14,546
OMC	Omnicom Group Inc.	117	$9,447
EOS	Eaton Vance Enhanced Equity Income Fund II	299	$6,999
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

227 positions · $88,527,573 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 227 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	38,753	-3,039	$9,835,123	−13.4%	11.11%
CL	Colgate Palmolive Co Consumer Defensive	Held	110,082	0	$9,382,288	+7.9%	10.60%
WMT	Walmart Inc. Consumer Defensive	Added	27,425	+5,231	$3,408,379	+37.8%	3.85%
JNJ	Johnson & Johnson Healthcare	Reduced	11,521	-1,521	$2,816,193	+4.3%	3.18%
MSFT	Microsoft Corp Technology	Reduced	7,056	-709	$2,611,919	−30.4%	2.95%
CVX	Chevron Corp Energy	Reduced	11,249	-1,252	$2,327,417	+22.2%	2.63%
IRM	Iron Mountain Inc Real Estate	Reduced	22,629	-210	$2,311,325	+22.0%	2.61%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,312	-25	$2,153,926	−5.3%	2.43%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	8,395	-128	$1,983,570	−3.5%	2.24%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	6,702	-560	$1,971,459	−15.7%	2.23%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	6,259	-100	$1,945,234	+0.1%	2.20%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	11,417	0	$1,649,071	+0.8%	1.86%
UNH	Unitedhealth Group Inc Healthcare	Added	6,082	+4,043	$1,645,728	+144.5%	1.86%
COP	Conocophillips Energy	Reduced	9,296	-779	$1,227,072	+30.1%	1.39%
NSC	Norfolk Southern Corp Industrials	Reduced	3,957	-225	$1,135,659	−5.9%	1.28%
MRK	Merck & Co., Inc. Healthcare	Reduced	8,902	-697	$1,070,821	+6.0%	1.21%
RTX	RTX Corp Industrials	Reduced	5,290	-121	$1,020,441	+2.8%	1.15%
ETN	Eaton Corp plc Industrials	Held	2,815	0	$1,006,841	+12.3%	1.14%
PEP	Pepsico Inc Consumer Defensive	Reduced	6,361	-126	$987,798	+6.1%	1.12%
AMGN	Amgen Inc Healthcare	Reduced	2,633	-270	$926,420	−2.5%	1.05%
GLW	Corning Inc /Ny Technology	Reduced	6,565	-100	$892,643	+53.0%	1.01%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,908	-150	$836,224	−12.6%	0.94%
ABBV	AbbVie Inc. Healthcare	Reduced	3,751	-614	$815,804	−18.2%	0.92%
EVRG	Evergy, Inc. Utilities	Added	9,691	+702	$793,886	+21.8%	0.90%
MO	Altria Group, Inc. Consumer Defensive	Reduced	11,735	-828	$774,391	+6.9%	0.87%
AXP	American Express Co Financial Services	Reduced	2,493	-15	$754,082	−18.7%	0.85%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,620	+40	$753,936	−8.8%	0.85%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,181	-29	$717,309	−5.7%	0.81%
DIS	Walt Disney Co Communication Services	Held	7,241	0	$697,887	−15.3%	0.79%
OLN	OLIN Corp Basic Materials	Added	22,780	+110	$677,249	+43.4%	0.77%
CSCO	Cisco Systems, Inc. Technology	Reduced	7,920	-20	$614,512	+0.5%	0.69%
DG	Dollar General Corp Consumer Defensive	Added	5,030	+30	$597,211	−10.0%	0.67%
KO	Coca Cola Co Consumer Defensive	Reduced	7,782	-75	$591,821	+7.7%	0.67%
V	Visa Inc. Financial Services	Reduced	1,950	-40	$589,368	−15.6%	0.67%
DHR	Danaher Corp /De/ Healthcare	Held	3,014	0	$571,454	−17.2%	0.65%
MPC	Marathon Petroleum Corp Energy	Reduced	2,334	-200	$569,916	+38.3%	0.64%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	3,293	-375	$544,464	−7.5%	0.62%
NUE	Nucor Corp Basic Materials	Reduced	3,164	-20	$535,032	+3.0%	0.60%
NVS	Novartis AG Healthcare	Added	3,490	+40	$533,097	+12.1%	0.60%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	529	-63	$527,111	+3.3%	0.60%
ACN	Accenture plc Technology	Held	2,624	0	$520,312	−26.1%	0.59%
LLY	ELI LILLY & Co Healthcare	Reduced	515	-85	$473,681	−26.5%	0.54%
PSX	Phillips 66 Energy	Added	2,508	+10	$456,907	+41.7%	0.52%
HON	Honeywell International Inc Industrials	Reduced	1,965	-50	$444,148	+7.7%	0.50%
SPGI	S&P Global Inc. Financial Services	Held	1,040	0	$442,353	−14.0%	0.50%
ARES	Ares Management Corp Financial Services	Held	3,845	0	$419,489	−32.5%	0.47%
IBM	International Business Machines Corp Technology	Reduced	1,666	-20	$403,821	−19.1%	0.46%
CI	Cigna Group Healthcare	Reduced	1,474	-354	$393,189	−21.8%	0.44%
DE	Deere & Co Industrials	Held	687	0	$386,987	+21.0%	0.44%
ORCL	Oracle Corp Technology	Reduced	2,607	-363	$383,515	−33.7%	0.43%