CoreFirst Bank & Trust

Bank

CIK

1845199

Location

TOPEKA, KS

Portfolio Value

Micro $1,653,823

Diversification

Diversified

Filing Date

Global Rank

#5,876 / 8,586 ▲ 170

Top Industry

Household & Personal Products 13.0%

3Y Alpha vs SPY

-8.2%

Period ended 3 months ago

Filed Jun 3, 2026 · 13d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+44.4%

SPY

+78.1%

Annualised alpha

-8.2%

Max drawdown

−15.9%

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

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

Top Position

10.7%

−1.6 pts

Top 5

31.2%

−0.2 pts

Top 10

43.6%

+0.3 pts

HHI

329

Diversified−14

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Defensive	22.5%	$20,660,159	25
Technology	18.9%	$17,309,838	28
Healthcare	11.8%	$10,804,256	26
Energy	10.4%	$9,563,623	17
Industrials	8.2%	$7,561,477	29
Financial Services	7.9%	$7,235,740	44
Consumer Cyclical	7.3%	$6,675,151	15
Unclassified	3.6%	$3,265,662	8
Real Estate	3.0%	$2,729,182	6
Communication Services	2.6%	$2,374,725	9
Utilities	2.0%	$1,873,195	12
Basic Materials	1.8%	$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
AMZN	Amazon Com Inc	+40	3,620	$753,936
NVS	Novartis AG	+40	3,490	$533,097
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
XOM	Exxon Mobil Corp	−798	18,739	$3,179,258
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
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

9 positions · $1,653,823 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
OLN	OLIN Corp Basic Materials	Added	22,780	+110	$677,249	+43.4%	40.95%
NUE	Nucor Corp Basic Materials	Reduced	3,164	-20	$535,032	+3.0%	32.35%
WLK	Westlake Corp Basic Materials	Reduced	2,195	-25	$256,419	+56.2%	15.50%
CTVA	Corteva, Inc. Basic Materials	Held	720	0	$60,271	+24.9%	3.64%
PPG	Ppg Industries Inc Basic Materials	Held	500	0	$53,440	+4.3%	3.23%
DD	DuPont de Nemours, Inc. Basic Materials	Held	926	0	$42,410	+13.9%	2.56%
HUN	Huntsman CORP Basic Materials	Held	1,029	0	$13,695	+33.1%	0.83%
DOW	Dow Inc. Basic Materials	Held	189	0	$7,871	+78.2%	0.48%
LIN	Linde PLC Basic Materials	Reduced	15	-75	$7,436	−80.6%	0.45%