BancFirst Trust & Investment Management holds a concentrated book of 65 stocks worth $237.0M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Nvidia Corp and trimmed Vanguard Small-Cap Value ETF. Their largest long position is Bancfirst Corp at 42% of the equity book. Cloning the disclosed picks since 2025 would be +9% (+10.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show BancFirst Trust & Investment Management's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning BancFirst Trust & Investment Management's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
73% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as BancFirst Trust & Investment Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 62 / 65 | $149.1B |
| UBS Group AG | 62 / 65 | $138.0B |
| OSAIC HOLDINGS, INC. | 62 / 65 | $16.5B |
| BlackRock, Inc. | 61 / 65 | $2.1T |
| MORGAN STANLEY | 61 / 65 | $562.8B |
| BANK OF AMERICA CORP /DE/ | 61 / 65 | $403.0B |
| WELLS FARGO & COMPANY/MN | 61 / 65 | $144.5B |
| RAYMOND JAMES FINANCIAL INC | 61 / 65 | $96.7B |
Ranked by how many of BancFirst Trust & Investment Management's top 65 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Bancfirst Corp COM | $100.6M | 896.0K | 42.4% | ▲+2.8% Added · +24K sh | |
| 2 | Exxon Mobil Corp COM | $44.8M | 329.6K | 18.9% | ▲+0.1% Added · +433 sh | |
| 3 | Vanguard Index FDS SM CP VAL ETF | $15.2M | 62.8K | 6.4% | ▼−4.6% Reduced · −3K sh | |
| 4 | Vanguard BD Index FDS TOTAL BND MRKT | $11.7M | 158.6K | 4.9% | —Held | |
| 5 | Vanguard Index FDS S&P 500 ETF SHS | $10.8M | 15.9K | 4.6% | ▼−11% Reduced · −2K sh | |
| 6 | Vanguard BD Index FDS SHORT TRM BOND | $6.4M | 81.8K | 2.7% | ▲+13% Added · +9K sh | |
| 7 | Levi Strauss & Co New CL A COM STK | $4.0M | 165.1K | 1.7% | —Held | |
| 8 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $3.9M | 55.1K | 1.6% | ▲+6.3% Added · +3K sh | |
| 9 | Vanguard Index FDS TOTAL STK MKT | $3.4M | 9.2K | 1.4% | ▼−11% Reduced · −1K sh | |
| 10 | Vanguard BD Index FDS INTERMED TERM | $2.9M | 38.3K | 1.2% | ▲+12% Added · +4K sh | |
| 11 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $2.8M | 55.2K | 1.2% | ▲+2.4% Added · +1K sh | |
| 12 | Walmart Inc COM | $2.4M | 21.1K | 1.0% | ▲+2.5% Added · +512 sh | |
| 13 | Oge Energy Corp COM | $1.8M | 35.7K | 0.7% | —Held | |
| 14 | Oneok Inc New COM | $1.6M | 17.6K | 0.7% | ▲+1.4% Added · +235 sh | |
| 15 | Apple Inc COM | $1.6M | 5.5K | 0.7% | ▲+219% Added · +4K sh | |
| 16 | State STR SPDR S&P 500 ETF T TR UNIT | $1.4M | 1.8K | 0.6% | ▲+1.8% Added · +33 sh | |
| 17 | Vanguard Index FDS GROWTH ETF | $964K | 11.4K | 0.4% | ▲+691% Added · +10K sh | |
| 18 | Nvidia Corporation COM | $954K | 4.9K | 0.4% | ▲New New position | |
| 19 | Microsoft Corp COM | $947K | 2.6K | 0.4% | ▲+65% Added · +1K sh | |
| 20 | Palo Alto Networks Inc COM | $889K | 2.7K | 0.4% | ▲New New position | |
| 21 | BFC Capital Trust II PFD TR 7.20% | $868K | 32.6K | 0.4% | —Held | |
| 22 | Kratos Defense & Sec Solutio COM NEW | $845K | 18.0K | 0.4% | ▲+0.2% Added · +37 sh | |
| 23 | Caterpillar Inc COM | $757K | 733 | 0.3% | ▲New New position | |
| 24 | Broadcom Inc COM | $757K | 2.0K | 0.3% | ▲+54% Added · +709 sh | |
| 25 | Eli Lilly & Co COM | $742K | 603 | 0.3% | ▲+92% Added · +289 sh | |
| 26 | Union Pac Corp COM | $735K | 2.7K | 0.3% | ▲+0.9% Added · +25 sh | |
| 27 | Amazon Com Inc COM | $691K | 2.9K | 0.3% | ▲New New position | |
| 28 | Marriott Intl Inc New CL A | $626K | 1.7K | 0.3% | ▲New New position | |
| 29 | Tesla Inc COM | $559K | 1.4K | 0.2% | ▲+41% Added · +394 sh | |
| 30 | Vanguard Scottsdale FDS SHORT TERM TREAS | $556K | 9.5K | 0.2% | ▼−63% Reduced · −16K sh | |
| 31 | American Centy ETF TR US SML CP VALU | $541K | 4.3K | 0.2% | ▲+95% Added · +2K sh | |
| 32 | Berkshire Hathaway Inc Del CL B NEW | $519K | 1.0K | 0.2% | ▲New New position | |
| 33 | Chevron Corporation COM | $480K | 2.8K | 0.2% | ▲+11% Added · +287 sh | |
| 34 | Vanguard Index FDS VALUE ETF | $434K | 2.0K | 0.2% | ▼−19% Reduced · −476 sh | |
| 35 | RTX Corporation COM | $433K | 2.3K | 0.2% | ▲New New position | |
| 36 | Alphabet Inc CAP STK CL A | $429K | 1.2K | 0.2% | ▲New New position | |
| 37 | Mastercard Incorporated CL A | $428K | 839 | 0.2% | ▲New New position | |
| 38 | JPMorgan Chase & Co COM | $387K | 1.2K | 0.2% | ▲New New position | |
| 39 | Devon Enrgy Corp New COM | $385K | 9.2K | 0.2% | ▲New New position | |
| 40 | BP PLC SPONSORED ADR | $378K | 10.1K | 0.2% | —Held | |
| 41 | Starbucks Corp COM | $366K | 3.5K | 0.2% | ▲New New position | |
| 42 | Enterprise Prods Partners L COM | $366K | 10.0K | 0.2% | ▲+0.5% Added · +49 sh | |
| 43 | Ishares TR S&P 500 GRWT ETF | $361K | 2.7K | 0.2% | ▼−32% Reduced · −1K sh | |
| 44 | Home Depot Inc COM | $347K | 988 | 0.1% | ▲New New position | |
| 45 | Ishares TR S&P 500 VAL ETF | $331K | 1.5K | 0.1% | ▼−34% Reduced · −748 sh | |
| 46 | Ishares TR RUS 1000 GRW ETF | $317K | 2.6K | 0.1% | ▲+156% Added · +2K sh | |
| 47 | Deere & Co COM | $300K | 479 | 0.1% | ▲New New position | |
| 48 | Meta Platforms Inc CL A | $299K | 531 | 0.1% | ▲New New position | |
| 49 | Applied Matls Inc COM | $297K | 427 | 0.1% | ▲New New position | |
| 50 | Alphabet Inc CAP STK CL C | $291K | 829 | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.