MidFirst Bank
Filing Date
Global Rank
#2,031
/ 8,818
▲ 35
Top Industry
Semiconductors
16.9%
Period ended 4 months ago
Filed Aug 7, 2026 · 3mo
3 quarters · since Dec 2025
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Unknown
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Diversified active
Top 10 weight 46.1%, 21.9 effective positions, active share 50.5% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Turnover unknown
It needs four straight quarters of measured turnover
Horizon
Short horizon
Value-weighted holding period 3.0 quarters (under 4)
Closest benchmark: every 13F filer's combined book, active share 50.5%; sector active share 20.1% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
942 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
17.8%
−0.7 pts
Top 5
34.4%
−0.9 pts
Top 10
46.1%
−0.3 pts
HHI
456
Diversified−19
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 31.6% | $445,785,784 |
| Technology | 25.3% | $356,703,356 |
| Financial Services | 8.5% | $119,480,572 |
| Communication Services | 7.0% | $98,952,483 |
| Consumer Cyclical | 6.3% | $89,191,473 |
| Industrials | 6.3% | $88,743,741 |
| Healthcare | 5.3% | $74,735,072 |
| Energy | 4.7% | $66,660,128 |
| Consumer Defensive | 2.2% | $31,646,233 |
| Basic Materials | 1.1% | $15,134,112 |
| Utilities | 0.9% | $12,261,594 |
| Real Estate | 0.8% | $10,734,411 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IWF | iShares Russell 1000 Growth ETF | +99,030 | 135,960 | $16,882,153 | |
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | +48,006 | 315,544 | $15,960,215 | |
| SNY | Sanofi | +45,176 | 45,215 | $1,928,871 | |
| APH | Amphenol Corp | +41,945 | 45,016 | $7,937,221 | |
| KLAC | Kla Corp | +26,015 | 28,900 | $8,719,419 | |
| JPST | JPMorgan Ultra-Short Income ETF | +22,904 | 92,801 | $4,692,946 | |
| SUB | iShares Short-Term National Muni Bond ETF | +10,589 | 113,968 | $12,134,172 | |
| IBDW | iShares iBonds Dec 2031 Term Corporate ETF | +10,534 | 20,037 | $417,571 | |
| VO | VANGUARD MID-CAP INDEX FUND | +9,924 | 13,103 | $1,055,708 | |
| IBDV | iShares iBonds Dec 2030 Term Corporate ETF | +9,755 | 23,298 | $507,896 | |
| VOOG | VANGUARD S&P 500 GROWTH INDEX FUND | +8,451 | 10,386 | $858,091 | |
| IEFA | iShares Core MSCI EAFE ETF | +8,222 | 146,065 | $14,106,957 | |
| IVOG | Vanguard Admiral Funds | +7,426 | 37,998 | $5,559,107 | |
| DMLP | Dorchester Minerals, L.P. | +6,590 | 500,743 | $12,643,760 | |
| IBDX | iShares iBonds Dec 2032 Term Corporate ETF | +5,941 | 8,545 | $215,248 | |
| MUB | iShares National Muni Bond ETF | +5,750 | 40,612 | $4,370,663 | |
| SGOV | iShares 0-3 Month Treasury Bond ETF | +5,120 | 108,825 | $10,955,412 | |
| NVDA | Nvidia Corp | +4,963 | 356,324 | $71,296,869 | |
| VEA | Vanguard FTSE Developed Markets ETF | +4,346 | 8,226 | $586,102 | |
| IJH | iShares Core S&P Mid-Cap ETF | +3,128 | 122,015 | $9,408,576 | |
| MGK | VANGUARD MEGA CAP GROWTH INDEX FUND | +3,104 | 3,880 | $341,090 | |
| SPYG | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF | +2,528 | 63,181 | $7,517,907 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | +2,486 | 30,302 | $1,808,726 | |
| PM | Philip Morris International Inc. | +2,307 | 17,324 | $3,134,084 | |
| SPYV | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF | +2,226 | 39,085 | $2,375,977 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HON | Honeywell International Inc | −24,633 | 25,397 | $5,686,388 | |
| DD | DuPont de Nemours, Inc. | −12,147 | 6,071 | $823,470 | |
| IQLT | iShares MSCI Intl Quality Factor ETF | −11,020 | 277,660 | $13,758,053 | |
| SCHO | Schwab Short-Term U.S. Treasury ETF | −10,455 | 198,536 | $4,792,659 | |
| LULU | lululemon athletica inc. | −9,090 | 17 | $1,941 | |
| SPTM | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF | −7,585 | 24,239 | $2,200,658 | |
| UNH | Unitedhealth Group Inc | −5,651 | 5,713 | $2,374,494 | |
| KO | Coca Cola Co | −4,868 | 48,423 | $3,935,337 | |
| TGRW | T. Rowe Price Growth Stock ETF | −4,499 | 57,534 | $2,745,522 | |
| SCHH | Schwab U.S. REIT ETF | −4,270 | 5,607 | $132,773 | |
| JNJ | Johnson & Johnson | −3,729 | 59,477 | $15,105,373 | |
| CVX | Chevron Corp | −3,356 | 39,459 | $6,540,723 | |
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | −2,558 | 33,986 | $2,986,689 | |
| IBDR | iShares iBonds Dec 2026 Term Corporate ETF | −2,481 | 68,669 | $1,663,849 | |
| QQQ | Invesco Qqq Trust, Series 1 | −2,132 | 41,024 | $30,210,073 | |
| IWD | iShares Russell 1000 Value ETF | −1,801 | 29,677 | $7,194,595 | |
| PSA | Public Storage | −1,559 | 55 | $17,507 | |
| USHY | iShares Broad USD High Yield Corporate Bond ETF | −1,458 | 51 | $1,888 | |
| AMGN | Amgen Inc | −1,333 | 25,893 | $9,376,373 | |
| IVW | iShares S&P 500 Growth ETF | −1,204 | 78,171 | $10,750,857 | |
| BXP | BXP, Inc. | −1,200 | 5 | $331 | |
| ETG | Eaton Vance Tax-Advantaged Global Dividend Income Fund | −1,000 | 10,000 | $235,400 | |
| PEP | Pepsico Inc | −952 | 7,294 | $987,607 | |
| CRM | Salesforce, Inc. | −916 | 23,657 | $3,706,105 | |
| IBDS | iShares iBonds Dec 2027 Term Corporate ETF | −860 | 54,655 | $1,323,744 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HONA | Honeywell Aerospace Inc. | 25,367 | $5,608,136 | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | 7,944 | $268,824 | |
| CWEN | Clearway Energy, Inc. | 6,000 | $205,080 | |
| SCHA | Schwab U.S. Small-Cap ETF | 4,524 | $163,452 | |
| SPCX | Space Exploration Technologies Corp | 771 | $131,733 | |
| EVSM | Eaton Vance Short Duration Municipal Income ETF | 2,282 | $114,807 | |
| SPMD | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | 1,603 | $108,298 | |
| PAUG | 2,209 | $100,818 | ||
| SOXX | iShares Semiconductor ETF | 147 | $94,191 | |
| PNOV | 1,163 | $51,579 | ||
| DGRO | iShares Core Dividend Growth ETF | 594 | $45,019 | |
| IEUR | iShares Core MSCI Europe ETF | 365 | $27,437 | |
| RRR | Red Rock Resorts, Inc. | 300 | $19,518 | |
| IBCA | iShares iBonds Dec 2035 Term Corporate ETF | 565 | $14,469 | |
| DGX | Quest Diagnostics Inc | 64 | $13,564 | |
| TTWO | Take Two Interactive Software Inc | 48 | $11,999 | |
| QBTS | D-Wave Quantum Inc. | 500 | $11,995 | |
| BROS | Dutch Bros Inc. | 150 | $10,771 | |
| ASTS | AST SpaceMobile, Inc. | 100 | $8,886 | |
| SCHV | Schwab U.S. Large-Cap Value ETF | 253 | $8,806 | |
| GLW | Corning Inc | 32 | $8,173 | |
| IYT | iShares U.S. Transportation ETF | 89 | $7,720 | |
| WYNN | Wynn Resorts Ltd | 70 | $6,796 | |
| XLU | State Street(R) Utilities Select Sector SPDR(R) ETF | 146 | $6,619 | |
| XLY | State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF | 56 | $6,567 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AEM | Agnico Eagle Mines Ltd | 2,000 | $405,960 | |
| AGG | iShares Core U.S. Aggregate Bond ETF | 1,805 | $179,182 | |
| FDN | First Trust Dow Jones Internet Index Fund | 500 | $117,015 | |
| WWD | Woodward, Inc. | 300 | $107,376 | |
| IUSB | iShares Core Universal USD Bond ETF | 2,126 | $98,199 | |
| — | 2,615 | $91,891 | ||
| HXL | Hexcel Corp | 1,100 | $89,023 | |
| CRDO | Credo Technology Group Holding Ltd | 500 | $46,935 | |
| METC | Ramaco Resources, Inc. | 3,000 | $46,380 | |
| PFEB | 1,133 | $45,433 | ||
| EMB | iShares J.P. Morgan USD Emerging Markets Bond ETF | 470 | $44,147 | |
| HIMS | Hims & Hers Health, Inc. | 1,800 | $37,368 | |
| PDBC | Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | 2,093 | $36,250 | |
| SF | Stifel Financial Corp | 280 | $20,697 | |
| FERG | Ferguson Enterprises Inc. | 88 | $20,526 | |
| REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 222 | $19,183 | |
| CLX | Clorox Co | 177 | $18,342 | |
| FIGS | FIGS, Inc. | 900 | $13,293 | |
| FPE | First Trust Preferred Securities and Income ETF | 730 | $12,957 | |
| — | 128 | $9,676 | ||
| BSCT | Invesco BulletShares 2029 Corporate Bond ETF | 392 | $7,314 | |
| ROKU | Roku, Inc | 71 | $6,718 | |
| HUT | Hut 8 Corp. | 91 | $4,268 | |
| SCHF | Schwab International Equity ETF | 165 | $4,083 | |
| ZS | Zscaler, Inc. | 21 | $2,946 | |
| No positions match the current search. | ||||
942 tracked positions ·
$1,410,028,959 total
· filing declares
943 positions · $1,410,043,918
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 942 positions by value
· page 1 of 19
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IVV |
iShares Core S&P 500 ETF
|
Added | 108,944 | $81,587,072 | 5.79% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 356,324 | $71,296,869 | 5.06% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 206,987 | $59,893,758 | 4.25% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 152,970 | $54,666,888 | 3.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 176,520 | $42,071,776 | 2.98% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 68,218 | $39,628,518 | 2.81% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 101,049 | $37,693,297 | 2.67% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 41,024 | $30,210,073 | 2.14% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 40,214 | $30,030,608 | 2.13% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 26,232 | $27,934,456 | 1.98% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 63,391 | $27,469,222 | 1.95% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 39,356 | $22,168,841 | 1.57% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 56,370 | $21,293,767 | 1.51% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 64,768 | $21,200,509 | 1.50% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 38,040 | $18,166,762 | 1.29% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Added | 135,960 | $16,882,153 | 1.20% | |
| VTEB |
VANGUARD TAX-EXEMPT BOND INDEX FUND
|
Added | 315,544 | $15,960,215 | 1.13% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 37,220 | $15,860,186 | 1.12% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 15,581 | $15,758,155 | 1.12% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 59,477 | $15,105,373 | 1.07% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Added | 146,065 | $14,106,957 | 1.00% | |
| IQLT |
iShares MSCI Intl Quality Factor ETF
|
Reduced | 277,660 | $13,758,053 | 0.98% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 10,672 | $12,800,318 | 0.91% | |
| DMLP |
Dorchester Minerals, L.P.
Energy
|
Added | 500,743 | $12,643,760 | 0.90% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Reduced | 64,967 | $12,377,512 | 0.88% | |
| V |
Visa Inc.
Financial Services
|
Added | 35,647 | $12,230,129 | 0.87% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 15,959 | $12,178,951 | 0.86% | |
| SUB |
iShares Short-Term National Muni Bond ETF
|
Added | 113,968 | $12,134,172 | 0.86% | |
| OKE |
Oneok Inc
Energy
|
Added | 127,150 | $11,054,421 | 0.78% | |
| SGOV |
iShares 0-3 Month Treasury Bond ETF
|
Added | 108,825 | $10,955,412 | 0.78% | |
|
|
Reduced | 73,734 | $10,795,394 | 0.77% | ||
| IVW |
iShares S&P 500 Growth ETF
|
Reduced | 78,171 | $10,750,857 | 0.76% | |
| IWS |
iShares Russell Mid-Cap Value ETF
|
Reduced | 62,850 | $10,345,110 | 0.73% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 41,007 | $10,319,001 | 0.73% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 10,785 | $10,089,043 | 0.72% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 105,826 | $9,764,565 | 0.69% | |
| PHM |
Pultegroup Inc
Consumer Cyclical
|
Added | 71,124 | $9,758,924 | 0.69% | |
| IVOV |
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND
|
Added | 84,562 | $9,645,987 | 0.68% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Added | 122,015 | $9,408,576 | 0.67% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 25,893 | $9,376,373 | 0.66% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 26,281 | $9,268,783 | 0.66% | |
| IWO |
iShares Russell 2000 Growth ETF
|
Reduced | 23,443 | $9,235,604 | 0.65% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 77,807 | $8,812,420 | 0.62% | |
| KLAC |
Kla Corp
Technology
|
Added | 28,900 | $8,719,419 | 0.62% | |
| WMB |
Williams Companies, Inc.
Energy
|
Added | 115,890 | $8,615,262 | 0.61% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 25,256 | $8,612,801 | 0.61% | |
| WM |
Waste Management Inc
Industrials
|
Added | 37,198 | $8,290,690 | 0.59% | |
| RBA |
Rb Global Inc.
Industrials
|
Added | 68,523 | $7,979,503 | 0.57% | |
| APH |
Amphenol Corp
Technology
|
Added | 45,016 | $7,937,221 | 0.56% | |
| IJJ |
iShares S&P Mid-Cap 400 Value ETF
|
Reduced | 52,980 | $7,826,735 | 0.56% |
Showing the top 50 of 942 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.