CoreFirst Bank & Trust
BankTop Portfolio Positions
228 positions ·
$91,706,831 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
38,753 | $9,835,123 | 10.72% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
110,082 | $9,382,288 | 10.23% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
27,425 | $3,408,379 | 3.72% | |
| XOM |
Exxon Mobil Corp
Energy
|
18,739 | $3,179,258 | 3.47% | |
| JNJ |
Johnson & Johnson
Healthcare
|
11,521 | $2,816,193 | 3.07% | |
| MSFT |
Microsoft Corp
Technology
|
7,056 | $2,611,919 | 2.85% | |
| CVX |
Chevron Corp
Energy
|
11,249 | $2,327,417 | 2.54% | |
| IRM |
Iron Mountain Inc
Real Estate
|
22,629 | $2,311,325 | 2.52% | |
| SPY |
Spdr S&P 500 ETF Trust
|
3,312 | $2,153,926 | 2.35% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
8,395 | $1,983,570 | 2.16% |
Portfolio Trend
22 quarters · across all stocks
Holdings in BXMX
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,331 | 930 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $13,671 | 930 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $13,429 | 930 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $12,908 | 930 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $26,021 | 1,860 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $25,519 | 1,860 | Shares | Sole | 2025-02-11 | |
| 2024-03-31 | $32,876 | 2,485 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $31,882 | 2,485 | Shares | Sole | 2024-03-18 | |
| 2023-09-30 | $31,460 | 2,485 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $33,224 | 2,485 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $32,528 | 2,485 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $31,435 | 2,485 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $29,521 | 2,485 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $30,739 | 2,485 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $44,317 | 3,110 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $45,561 | 3,110 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $44,255 | 3,110 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $44,690 | 3,110 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $41,922 | 3,110 | Shares | Sole | 2021-05-18 | |
| No 13F history on record for this holder in this stock. | ||||||