MidFirst Bank

13F filer · CIK 0002077076

Reported Aug 7, 2026

Net buyer this quarter

13F portfolio value$1.41BU.S. long equity reported on 13F

Positions77335 new · 21 closed

Net flow last quarter+$7.38MBuys minus sells

Top 10 positions weight29.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 2026773 positions
NVDANvidia Corp	$71.3M	5.06%	0.00%	+1.4%	Q4 2025
AAPLApple Inc.	$59.9M	4.25%	0.00%	-0.3%	Q4 2025
GOOGLAlphabet Inc.	$54.7M	3.88%	0.00%	+1.1%	Q4 2025
AMZNAmazon Com Inc	$42.1M	2.98%	0.00%	+0.8%	Q4 2025
AMDAdvanced Micro Devices Inc	$39.6M	2.81%	0.00%	+1.1%	Q4 2025
MSFTMicrosoft Corp	$37.7M	2.67%	0.00%	+0.7%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$30.2M	2.14%	Not reported	-4.9%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$30M	2.13%	Not reported	-0.2%	Q4 2025
CATCaterpillar Inc	$27.9M	1.98%	0.01%	+0.5%	Q4 2025
LRCXLam Research Corp	$27.5M	1.95%	0.01%	+0.9%	Q4 2025
METAMeta Platforms, Inc.	$22.2M	1.57%	Not reported	+1.8%	Q4 2025
AVGOBroadcom Inc.	$21.3M	1.51%	0.00%	0.0%	Q4 2025
JPMJPMorgan Chase & Co	$21.2M	1.50%	0.00%	+1.3%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$18.2M	1.29%	0.00%	+1.6%	Q4 2025
ETNEaton Corp plc	$15.9M	1.12%	0.01%	+1.4%	Q4 2025
GSGoldman Sachs Group Inc	$15.8M	1.12%	0.01%	+1.2%	Q4 2025
JNJJohnson & Johnson	$15.1M	1.07%	0.00%	-5.9%	Q4 2025
LLYELI LILLY & Co	$12.8M	0.91%	0.00%	+0.3%	Q4 2025
DMLPDorchester Minerals, L.P.	$12.6M	0.90%	1.04%	+1.3%	Q4 2025
VVisa Inc.	$12.2M	0.87%	0.00%	+1.0%	Q4 2025
CRWDCrowdStrike Holdings, Inc.	$12.2M	0.86%	0.01%	+2.0%	Q4 2025
OKEOneok Inc	$11.1M	0.78%	0.02%	+0.4%	Q4 2025
IWSImageware Systems Inc	$10.3M	0.73%	Not reported	-0.9%	Q4 2025
ABBVAbbVie Inc.	$10.3M	0.73%	0.00%	+1.8%	Q4 2025
COSTCostco Wholesale Corp	$10.1M	0.72%	0.00%	+0.7%	Q4 2025
SCHWSchwab Charles Corp	$9.76M	0.69%	0.01%	+0.4%	Q4 2025
PHMPultegroup Inc	$9.76M	0.69%	0.04%	+2.2%	Q4 2025
AMGNAmgen Inc	$9.38M	0.66%	0.00%	-4.9%	Q4 2025
HDHome Depot, Inc.	$9.27M	0.66%	0.00%	+1.9%	Q4 2025
WMTWalmart Inc.	$8.81M	0.62%	0.00%	+0.4%	Q4 2025
KLACKla Corp	$8.72M	0.62%	0.00%	+0.2%	Q4 2025
WMBWilliams Companies, Inc.	$8.62M	0.61%	0.01%	0.0%	Q4 2025
PANWPalo Alto Networks Inc	$8.61M	0.61%	0.00%	-1.1%	Q4 2025
WMWaste Management Inc	$8.29M	0.59%	0.01%	+2.0%	Q4 2025
RBARB Global Inc.	$7.98M	0.57%	0.04%	+2.4%	Q4 2025
APHAmphenol Corp	$7.94M	0.56%	0.00%	+1365.8%	Q4 2025
BLKBlackRock, Inc.	$6.84M	0.49%	0.00%	+1.5%	Q4 2025
GOOGAlphabet Inc.	$6.66M	0.47%	Not reported	-2.1%	Q4 2025
CVXChevron Corp	$6.54M	0.46%	0.00%	-7.8%	Q4 2025
SBUXStarbucks Corp	$6.5M	0.46%	0.01%	+2.0%	Q4 2025
PSXPhillips 66	$6.48M	0.46%	0.01%	+1.0%	Q4 2025
ELVElevance Health, Inc.	$6.44M	0.46%	0.01%	+0.7%	Q4 2025
ENBEnbridge Inc	$6.36M	0.45%	0.01%	+1.1%	Q4 2025
TXNTexas Instruments Inc	$6.01M	0.43%	0.00%	-0.1%	Q4 2025
HONHoneywell International Inc	$5.69M	0.40%	0.01%	+1.5%	Q4 2025
HONAHoneywell Aerospace Inc.	$5.61M	0.40%	Not reported	+1.4%	Q2 2026
RYRoyal Bank of Canada	$5.3M	0.38%	0.00%	+0.3%	Q4 2025
AMTAmerican Tower Corp	$5.11M	0.36%	0.01%	+2.2%	Q4 2025
CSCOCisco Systems, Inc.	$5.11M	0.36%	0.00%	-1.2%	Q4 2025
SNEXStoneX Group Inc.	$5M	0.35%	0.04%	Not reported	Q4 2025

Q1 2026Reported May 15, 2026757 positions
NVDANvidia Corp	$61.3M	5.07%	0.00%	-9.2%	Q4 2025
AAPLApple Inc.	$52.7M	4.36%	0.00%	-5.3%	Q4 2025
GOOGLAlphabet Inc.	$43.5M	3.60%	0.00%	-1.4%	Q4 2025
MSFTMicrosoft Corp	$37.1M	3.07%	0.00%	-8.1%	Q4 2025
AMZNAmazon Com Inc	$36.5M	3.02%	0.00%	-4.1%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$26.2M	2.17%	Not reported	+0.2%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$24.9M	2.06%	Not reported	+5.8%	Q4 2025
METAMeta Platforms, Inc.	$22.1M	1.83%	Not reported	+3.2%	Q4 2025
JPMJPMorgan Chase & Co	$18.8M	1.56%	0.00%	-2.7%	Q4 2025
CATCaterpillar Inc	$18.5M	1.53%	0.01%	-4.0%	Q4 2025
AVGOBroadcom Inc.	$17.4M	1.44%	0.00%	-9.9%	Q4 2025
JNJJohnson & Johnson	$15.5M	1.28%	0.00%	-3.4%	Q4 2025
AMDAdvanced Micro Devices Inc	$13.7M	1.14%	0.00%	-3.5%	Q4 2025
LRCXLam Research Corp	$13.4M	1.11%	0.01%	-33.5%	Q4 2025
DMLPDorchester Minerals, L.P.	$13.4M	1.11%	1.02%	Not reported	Q4 2025
ETNEaton Corp plc	$13.1M	1.09%	0.01%	-1.2%	Q4 2025
GSGoldman Sachs Group Inc	$13M	1.08%	0.01%	-8.3%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$12.7M	1.05%	0.00%	-7.5%	Q4 2025
OKEOneok Inc	$11.4M	0.95%	0.02%	-2.3%	Q4 2025
HONHoneywell International Inc	$11.3M	0.94%	0.01%	+3.9%	Q4 2025
COSTCostco Wholesale Corp	$10.7M	0.88%	0.00%	+2.6%	Q4 2025
VVisa Inc.	$10.7M	0.88%	0.00%	+1.3%	Q4 2025
SCHWSchwab Charles Corp	$9.91M	0.82%	0.01%	-3.0%	Q4 2025
LLYELI LILLY & Co	$9.79M	0.81%	0.00%	+5.0%	Q4 2025
WMTWalmart Inc.	$9.63M	0.80%	0.00%	-10.9%	Q4 2025
AMGNAmgen Inc	$9.58M	0.79%	0.01%	+1.0%	Q4 2025
IWSImageware Systems Inc	$9.24M	0.76%	Not reported	-3.0%	Q4 2025
CVXChevron Corp	$8.86M	0.73%	0.00%	-0.2%	Q4 2025
ABBVAbbVie Inc.	$8.76M	0.72%	0.00%	-6.0%	Q4 2025
HDHome Depot, Inc.	$8.48M	0.70%	0.00%	+9.6%	Q4 2025
WMBWilliams Companies, Inc.	$8.43M	0.70%	0.01%	0.0%	Q4 2025
WMWaste Management Inc	$8.38M	0.69%	0.01%	+2.7%	Q4 2025
PHMPultegroup Inc	$8.19M	0.68%	0.04%	+0.2%	Q4 2025
PSXPhillips 66	$6.91M	0.57%	0.01%	-1.1%	Q4 2025
BLKBlackRock, Inc.	$6.74M	0.56%	0.00%	-0.6%	Q4 2025
RBARB Global Inc.	$6.41M	0.53%	0.04%	+0.7%	Q4 2025
ENBEnbridge Inc	$6.28M	0.52%	0.01%	-1.1%	Q4 2025
CRWDCrowdStrike Holdings, Inc.	$6.11M	0.51%	0.01%	-3.3%	Q4 2025
SBUXStarbucks Corp	$5.59M	0.46%	0.01%	+35.8%	Q4 2025
GOOGAlphabet Inc.	$5.52M	0.46%	Not reported	-31.7%	Q4 2025
XOMExxonMobil Holdings Corp	$5.5M	0.46%	0.00%	-2.2%	Q4 2025
AMTAmerican Tower Corp	$5.28M	0.44%	0.01%	+24.3%	Q4 2025
EOGEog Resources Inc	$5.07M	0.42%	0.01%	+21.6%	Q4 2025
ELVElevance Health, Inc.	$4.84M	0.40%	0.01%	+84.6%	Q4 2025
CRMSalesforce, Inc.	$4.59M	0.38%	0.00%	+0.2%	Q4 2025
MCDMcdonalds Corp	$4.44M	0.37%	0.00%	-3.9%	Q4 2025
DISWalt Disney Co	$4.35M	0.36%	0.00%	+0.2%	Q4 2025
KLACKla Corp	$4.25M	0.35%	0.00%	-0.3%	Q4 2025
ISRGIntuitive Surgical Inc	$4.18M	0.35%	0.00%	-2.5%	Q4 2025
RYRoyal Bank of Canada	$4.13M	0.34%	0.00%	-3.6%	Q4 2025

Q4 2025Reported Feb 25, 2026627 positions
NVDANvidia Corp	$66.4M	5.29%	0.00%	New	Q4 2025
AAPLApple Inc.	$56.4M	4.49%	0.00%	New	Q4 2025
MSFTMicrosoft Corp	$52.8M	4.20%	0.00%	New	Q4 2025
GOOGLAlphabet Inc.	$47.8M	3.81%	0.00%	New	Q4 2025
AMZNAmazon Com Inc	$40.7M	3.24%	0.00%	New	Q4 2025
SPYSPDR S&P 500 ETF Trust	$27.4M	2.18%	Not reported	New	Q4 2025
QQQInvesco QQQ Trust, Series 1	$25.1M	2.00%	Not reported	New	Q4 2025
METAMeta Platforms, Inc.	$23.6M	1.88%	Not reported	New	Q4 2025
JPMJPMorgan Chase & Co	$20.7M	1.65%	0.00%	New	Q4 2025
AVGOBroadcom Inc.	$19.5M	1.55%	0.00%	New	Q4 2025
LRCXLam Research Corp	$16.2M	1.29%	0.01%	New	Q4 2025
CATCaterpillar Inc	$15.6M	1.24%	0.01%	New	Q4 2025
AMDAdvanced Micro Devices Inc	$14.6M	1.16%	0.00%	New	Q4 2025
GSGoldman Sachs Group Inc	$13.9M	1.11%	0.01%	New	Q4 2025
JNJJohnson & Johnson	$13.5M	1.08%	0.00%	New	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$12.3M	0.98%	0.00%	New	Q4 2025
VVisa Inc.	$12.1M	0.96%	0.00%	New	Q4 2025
ETNEaton Corp plc	$11.8M	0.94%	0.01%	New	Q4 2025
DMLPDorchester Minerals, L.P.	$11M	0.88%	1.02%	New	Q4 2025
LLYELI LILLY & Co	$10.9M	0.87%	0.00%	New	Q4 2025
SCHWSchwab Charles Corp	$10.9M	0.86%	0.01%	New	Q4 2025
WMTWalmart Inc.	$9.69M	0.77%	0.00%	New	Q4 2025
OKEOneok Inc	$9.53M	0.76%	0.02%	New	Q4 2025
HONHoneywell International Inc	$9.39M	0.75%	0.01%	New	Q4 2025
ABBVAbbVie Inc.	$9.24M	0.74%	0.00%	New	Q4 2025
IWSImageware Systems Inc	$9.22M	0.73%	Not reported	New	Q4 2025
COSTCostco Wholesale Corp	$9M	0.72%	0.00%	New	Q4 2025
AMGNAmgen Inc	$8.82M	0.70%	0.01%	New	Q4 2025
PHMPultegroup Inc	$8.15M	0.65%	0.04%	New	Q4 2025
HDHome Depot, Inc.	$8.1M	0.65%	0.00%	New	Q4 2025
WMWaste Management Inc	$7.8M	0.62%	0.01%	New	Q4 2025
BLKBlackRock, Inc.	$7.54M	0.60%	0.00%	New	Q4 2025
CRWDCrowdStrike Holdings, Inc.	$7.35M	0.59%	0.01%	New	Q4 2025
WMBWilliams Companies, Inc.	$6.96M	0.55%	0.01%	New	Q4 2025
RBARB Global Inc.	$6.83M	0.54%	0.04%	New	Q4 2025
CVXChevron Corp	$6.54M	0.52%	0.00%	New	Q4 2025
CRMSalesforce, Inc.	$6.5M	0.52%	0.00%	New	Q4 2025
GOOGAlphabet Inc.	$6.35M	0.51%	Not reported	New	Q4 2025
ENBEnbridge Inc	$5.61M	0.45%	0.01%	New	Q4 2025
EXKEndeavour Silver Corp	$5.15M	0.41%	0.02%	New	Q4 2025
ISRGIntuitive Surgical Inc	$5.14M	0.41%	0.00%	New	Q4 2025
DISWalt Disney Co	$5.13M	0.41%	0.00%	New	Q4 2025
PSXPhillips 66	$4.95M	0.39%	0.01%	New	Q4 2025
MCDMcdonalds Corp	$4.55M	0.36%	0.00%	New	Q4 2025
RYRoyal Bank of Canada	$4.51M	0.36%	0.00%	New	Q4 2025
PANWPalo Alto Networks Inc	$4.43M	0.35%	0.00%	New	Q4 2025
AMTAmerican Tower Corp	$4.32M	0.34%	0.01%	New	Q4 2025
BACBank of America Corp	$4.26M	0.34%	0.00%	New	Q4 2025
MAMastercard Inc	$4.03M	0.32%	0.00%	New	Q4 2025
ADPAutomatic Data Processing Inc	$4.02M	0.32%	0.00%	New	Q4 2025

Premium opens every quarter this fund has filed