Arkolith/Funds/CoreFirst Bank & Trust

CoreFirst Bank & Trust

CIK 1845199
Holdings as of Mar 31, 2026·disclosed Jun 3, 2026·~64-day 13F lag·13F-HR
Active Filer

CoreFirst Bank & Trust holds a focused book of 254 stocks worth $188.6M as of Q1 2026 (disclosed Jun 3, 2026, a ~45-day 13F lag). This quarter they opened BlackRock MuniYield Quality Fund and trimmed Avantis Emerging Markets Value ETF. Their largest long position is Avantis Emerging Markets Value ETF at 11% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
2
new positions
Added to
30
existing
Trimmed
79
reduced
Sold out
11
exited

Concentration

Top-heavy: focused book

Top 5 holdings
33%
Top 10 holdings
50%
Top 20 holdings
66%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

20% mapped to company sectors

ETF / fund or unclassified
80%
Consumer Discretionary
4%
Health Care
4%
Energy
2%
Financials
2%
Materials
2%
Industrials
1%
Real Estate
1%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

290 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
Com
$9.8M38.8K
5.2%
−7.3%
Reduced · −3K sh
2Avantis Intl Small Cap Value
Com
$9.6M95.8K
5.1%
−7.3%
Reduced · −8K sh
3Colgate Palmolive Co
Com
$9.4M110.1K
5.0%
Held
4Vanguard FTSE Developed Markets ETF
Com
$7.5M117.0K
4.0%
+1.0%
Added · +1K sh
5Aptus Collared Investment Opp ETF
Com
$6.6M157.9K
3.5%
+30%
Added · +37K sh
6IShares Edge MSCI Intl Value
Com
$6.5M164.2K
3.5%
−7.0%
Reduced · −12K sh
7Avantis US Small Cap Value
Com
$6.0M54.1K
3.2%
−2.5%
Reduced · −1K sh
8Vanguard High Dividend Yield Index
Com
$5.6M38.1K
3.0%
−2.4%
Reduced · −922 sh
9Ishares S&P 500 Index Fund
Com
$4.1M6.3K
2.2%
+4.5%
Added · +275 sh
10Avantis Emerging Markets Equity ETF
Com
$3.9M48.8K
2.1%
−0.5%
Reduced · −258 sh
11iShares Core MSCI Emerging Markets ETF
Com
$3.9M56.0K
2.1%
~0%
Added · +18 sh
12Vanguard Dividend Appreciation ETF
Com
$3.9M17.9K
2.0%
−0.9%
Reduced · −161 sh
13Ishares S&P Smallcap 600
Com
$3.5M28.0K
1.8%
−2.0%
Reduced · −564 sh
14Walmart Stores Inc
Com
$3.4M27.4K
1.8%
+24%
Added · +5K sh
15Exxon Mobil Corp
Com
$3.2M18.7K
1.7%
−4.1%
Reduced · −798 sh
16Vanguard International High DVD Yield
Com
$3.1M33.2K
1.7%
−4.9%
Reduced · −2K sh
17JP Morgan Equity Premium Income ETF
Com
$2.9M51.0K
1.5%
+7.3%
Added · +3K sh
18Vanguard FTSE All World ex-US Small Cap ETF
Com
$2.9M19.6K
1.5%
+9.1%
Added · +2K sh
19Johnson & Johnson
Com
$2.8M11.5K
1.5%
−12%
Reduced · −2K sh
20Cambria Shareholder Yield ETF
Com
$2.8M36.7K
1.5%
+50%
Added · +12K sh
21Microsoft Corp
Com
$2.6M7.1K
1.4%
−9.1%
Reduced · −709 sh
22Akre Focus ETF
Com
$2.6M48.5K
1.4%
+31%
Added · +11K sh
23iShares S&P MidCap 400
Com
$2.5M37.3K
1.3%
−6.1%
Reduced · −2K sh
24Invesco S & P 500 Equal Weight
Com
$2.4M12.4K
1.3%
+8.8%
Added · +1K sh
25Chevron Corp
Com
$2.3M11.2K
1.2%
−10%
Reduced · −1K sh
26Iron Mountain Inc New
Com
$2.3M22.6K
1.2%
−0.9%
Reduced · −210 sh
27State Street SPDR S&P 500 ETF Trust
Com
$2.2M3.3K
1.1%
−0.7%
Reduced · −25 sh
28Invesco S& P 100 Equal Weight ETF
Com
$2.1M17.9K
1.1%
+3.1%
Added · +547 sh
29Cambria Foreign Shareholder Yield ETF
Com
$2.0M53.9K
1.1%
+4.2%
Added · +2K sh
30Lowes Cos Inc
Com
$2.0M8.4K
1.1%
−1.5%
Reduced · −128 sh
31Avantis Emerging Markets Value ETF
Com
$2.0M32.9K
1.0%
+0.1%
Added · +42 sh
32J P Morgan Chase & Co
Com
$2.0M6.7K
1.0%
−7.7%
Reduced · −560 sh
33McDonalds Corp
Com
$1.9M6.3K
1.0%
−1.6%
Reduced · −100 sh
34Vanguard International DVD Apprecation
Com
$1.9M21.0K
1.0%
+8.6%
Added · +2K sh
35Procter & Gamble Co
Com
$1.6M11.4K
0.9%
Held
36Unitedhealth Group Inc
Com
$1.6M6.1K
0.9%
+198%
Added · +4K sh
37Conocophillips
Com
$1.2M9.3K
0.7%
−7.7%
Reduced · −779 sh
38Vanguard US Value Factor ETF
Com
$1.2M8.8K
0.6%
−17%
Reduced · −2K sh
39Berkshire Hathaway Inc Cl B
Com
$1.2M2.4K
0.6%
−0.5%
Reduced · −12 sh
40Norfolk Southern Corp
Com
$1.1M4.0K
0.6%
−5.4%
Reduced · −225 sh
41Merck & Co., Inc
Com
$1.1M8.9K
0.6%
−7.3%
Reduced · −697 sh
42RTX Corporation
Com
$1.0M5.3K
0.5%
−2.2%
Reduced · −121 sh
43Eaton Corp PLC
Com
$1.0M2.8K
0.5%
Held
44State Street SPDR Russell 1000 Yd Focus ETF
Com
$989K8.2K
0.5%
−8.0%
Reduced · −717 sh
45PepsiCo Inc
Com
$988K6.4K
0.5%
−1.9%
Reduced · −126 sh
46Cambria Emerging Shareholder Yield ETF
Com
$934K22.6K
0.5%
−1.0%
Reduced · −228 sh
47Amgen Inc
Com
$926K2.6K
0.5%
−9.3%
Reduced · −270 sh
48Corning Inc
Com
$893K6.6K
0.5%
−1.5%
Reduced · −100 sh
49Alphabet Inc Cl A
Com
$836K2.9K
0.4%
−4.9%
Reduced · −150 sh
50Abbvie Inc
Com
$816K3.8K
0.4%
−14%
Reduced · −614 sh
Showing 50 of 290 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Jun 3, 2026365$188.6M13F-HR
Q4 2025Dec 31, 2025Feb 11, 2026374$184.9M13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025405$184.9M13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025415$177.1M13F-HR
Q1 2025Mar 31, 2025Apr 29, 2025157$155.5M13F-HR
Q4 2024Dec 31, 2024Feb 11, 2025418$168.2M13F-HR
Q3 2024Sep 30, 2024Feb 11, 2025413$173.1M13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024179$148.6M13F-HR
Q1 2024Mar 31, 2024May 15, 2024442$159.9M13F-HR
Q4 2023Dec 31, 2023Mar 18, 2024465$150.4M13F-HR
Q3 2023Sep 30, 2023Dec 18, 2023491$140.8M13F-HR
Q2 2023Jun 30, 2023Aug 7, 2023454$142.1M13F-HR
Q1 2023Mar 31, 2023May 15, 2023467$137.4M13F-HR
Q4 2022Dec 31, 2022Feb 16, 2023497$131.8M13F-HR
Q3 2022Sep 30, 2022Nov 16, 2022492$115.9M13F-HR
Q2 2022Jun 30, 2022Aug 16, 2022487$126.6M13F-HR
Q1 2022Mar 31, 2022May 16, 2022484$146.2M13F-HR
Q4 2021Dec 31, 2021Feb 10, 2022517$154.6M13F-HR
Q3 2021Sep 30, 2021Nov 15, 2021540$144.3M13F-HR
Q2 2021Jun 30, 2021Aug 17, 2021543$146.9M13F-HR
Q1 2021Mar 31, 2021May 18, 2021541$145.6M13F-HR
Q4 2020Dec 31, 2020Feb 16, 2021522$134.9M13F-HR

Data source

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.