MidFirst Bank holds a diversified book of 943 reported positions worth $1.4B as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 3 new listings in the book), a listing rather than a purchase; they opened Honeywell International Inc and trimmed Apple Inc. Their largest long position is Ishares Core S&P 500 ETF at 6% of the reported non-option book.
MidFirst Bank files as a bank or broker: much of this book is custody and client positions, not a proprietary portfolio.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
68% mapped to company sectors
+5 sectors below the cut, 4% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as MidFirst Bank
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 8 / 80 | $639.3M |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Swiss Re Ltd | 42 / 80 | $1.0B |
| Marest Capital, LLC | 20 / 80 | $186.4M |
| Uhlmann Price Securities, LLC | 41 / 80 | $2.5B |
| 9823 Capital, L.P. | 10 / 80 | $129.3M |
| Ketron Financial | 18 / 80 | $279.5M |
| Emerald Advisors, LLC | 35 / 80 | $661.0M |
Ranked by the share of each fund's own book sitting in the names it shares with MidFirst Bank: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $81.6M | 108.9K | 5.8% | ▲+0.1% Added · +113 sh | |
| 2 | Nvidia Corporation COM | $71.3M | 356.3K | 5.1% | ▲+1.4% Added · +5K sh | |
| 3 | Apple Inc COM | $59.9M | 207.0K | 4.2% | ▼−0.3% Reduced · −543 sh | |
| 4 | Alphabet Inc CAP STK CL A | $54.7M | 153.0K | 3.9% | ▲+1.1% Added · +2K sh | |
| 5 | Amazon Com Inc COM | $42.1M | 176.5K | 3.0% | ▲+0.8% Added · +1K sh | |
| 6 | Advanced Micro Devices Inc COM | $39.6M | 68.2K | 2.8% | ▲+1.1% Added · +768 sh | |
| 7 | Microsoft Corp COM | $37.7M | 101.0K | 2.7% | ▲+0.7% Added · +744 sh | |
| 8 | Invesco QQQ TR UNIT SER 1 | $30.2M | 41.0K | 2.1% | ▼−4.9% Reduced · −2K sh | |
| 9 | State STR SPDR S&P 500 ETF T TR UNIT | $30.0M | 40.2K | 2.1% | ▼−0.2% Reduced · −66 sh | |
| 10 | Caterpillar Inc COM | $27.9M | 26.2K | 2.0% | ▲+0.5% Added · +121 sh | |
| 11 | Lam Research Corp COM NEW | $27.5M | 63.4K | 1.9% | ▲+0.9% Added · +543 sh | |
| 12 | Meta Platforms Inc CL A | $22.2M | 39.4K | 1.6% | ▲+1.8% Added · +698 sh | |
| 13 | Broadcom Inc COM | $21.3M | 56.4K | 1.5% | ▲~0% Added · +25 sh | |
| 14 | JPMorgan Chase & Co COM | $21.2M | 64.8K | 1.5% | ▲+1.3% Added · +830 sh | |
| 15 | Taiwan Semiconductor Manufac SPONSORED ADS | $18.2M | 38.0K | 1.3% | ▲+1.6% Added · +598 sh | |
| 16 | Ishares TR RUS 1000 GRW ETF | $16.9M | 136.0K | 1.2% | ▲+268% Added · +99K sh | |
| 17 | Vanguard Mun BD FDS TAX EXEMPT BD | $16.0M | 315.5K | 1.1% | ▲+18% Added · +48K sh | |
| 18 | Eaton Corp PLC SHS | $15.9M | 37.2K | 1.1% | ▲+1.4% Added · +529 sh | |
| 19 | Goldman Sachs Group Inc COM | $15.8M | 15.6K | 1.1% | ▲+1.2% Added · +191 sh | |
| 20 | Johnson & Johnson COM | $15.1M | 59.5K | 1.1% | ▼−5.9% Reduced · −4K sh | |
| 21 | Ishares TR CORE MSCI EAFE | $14.1M | 146.1K | 1.0% | ▲+6.0% Added · +8K sh | |
| 22 | Ishares TR MSCI INTL QUALTY | $13.8M | 277.7K | 1.0% | ▼−3.8% Reduced · −11K sh | |
| 23 | Eli Lilly & Co COM | $12.8M | 10.7K | 0.9% | ▲+0.3% Added · +29 sh | |
| 24 | Dorchester Minerals L P COM UNIT | $12.6M | 500.7K | 0.9% | ▲+1.3% Added · +7K sh | |
| 25 | Select Sector SPDR TR ST STR TECHN ETF | $12.4M | 65.0K | 0.9% | ▼−0.9% Reduced · −571 sh | |
| 26 | Visa Inc COM CL A | $12.2M | 35.6K | 0.9% | ▲+1.0% Added · +361 sh | |
| 27 | Crowdstrike Hldgs Inc CL A | $12.2M | 16.0K | 0.9% | ▲+2.0% Added · +317 sh | |
| 28 | Ishares TR SHRT NAT MUN ETF | $12.1M | 114.0K | 0.9% | ▲+10% Added · +11K sh | |
| 29 | Oneok Inc New COM | $11.1M | 127.2K | 0.8% | ▲+0.4% Added · +479 sh | |
| 30 | Ishares TR 0-3 MTH TREASURY | $11.0M | 108.8K | 0.8% | ▲+4.9% Added · +5K sh | |
| 31 | Ishares TR RUS MD CP GR ETF | $10.8M | 73.7K | 0.8% | ▼−0.2% Reduced · −124 sh | |
| 32 | Ishares TR S&P 500 GRWT ETF | $10.8M | 78.2K | 0.8% | ▼−1.5% Reduced · −1K sh | |
| 33 | Ishares TR RUS MDCP VAL ETF | $10.3M | 62.9K | 0.7% | ▼−0.9% Reduced · −582 sh | |
| 34 | Abbvie Inc COM | $10.3M | 41.0K | 0.7% | ▲+1.8% Added · +723 sh | |
| 35 | Costco Wholesale Corporation COM | $10.1M | 10.8K | 0.7% | ▲+0.7% Added · +79 sh | |
| 36 | Schwab Charles Corp COM | $9.8M | 105.8K | 0.7% | ▲+0.4% Added · +390 sh | |
| 37 | Pulte Group Inc COM | $9.8M | 71.1K | 0.7% | ▲+2.2% Added · +2K sh | |
| 38 | Vanguard Admiral FDS Inc MIDCP 400 VAL | $9.6M | 84.6K | 0.7% | ▲+0.6% Added · +517 sh | |
| 39 | Ishares TR CORE S&P MCP ETF | $9.4M | 122.0K | 0.7% | ▲+2.6% Added · +3K sh | |
| 40 | Amgen Inc COM | $9.4M | 25.9K | 0.7% | ▼−4.9% Reduced · −1K sh | |
| 41 | Home Depot Inc COM | $9.3M | 26.3K | 0.7% | ▲+1.9% Added · +486 sh | |
| 42 | Ishares TR RUS 2000 GRW ETF | $9.2M | 23.4K | 0.7% | ▼−1.0% Reduced · −248 sh | |
| 43 | Walmart Inc COM | $8.8M | 77.8K | 0.6% | ▲+0.4% Added · +316 sh | |
| 44 | Kla Corp COM NEW | $8.7M | 28.9K | 0.6% | ▲10× Added · +26K sh | |
| 45 | Williams Cos Inc COM | $8.6M | 115.9K | 0.6% | ▲~0% Added · +38 sh | |
| 46 | Palo Alto Networks Inc COM | $8.6M | 25.3K | 0.6% | ▼−1.1% Reduced · −269 sh | |
| 47 | Waste Mgmt Inc Del COM | $8.3M | 37.2K | 0.6% | ▲+2.0% Added · +728 sh | |
| 48 | RB Global Inc COM | $8.0M | 68.5K | 0.6% | ▲+2.4% Added · +2K sh | |
| 49 | Amphenol Corp CL A | $7.9M | 45.0K | 0.6% | ▲15× Added · +42K sh | |
| 50 | Ishares TR S&P MC 400VL ETF | $7.8M | 53.0K | 0.6% | ▼−0.4% Reduced · −216 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.