Q2 2026 13F · SEC CIK 2077076

MidFirst Bank

Bank & trustFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.4B
Reported positions: 943
Holdings vs S&P 500, 3 yrs: —
Average holding period: 3 qtrs

MidFirst Bank is a bank & trust that reported 943 positions worth $1.4B in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 5.8%), Nvidia Corporation Com (NVDA, 5.1%), Apple Inc (AAPL, 4.2%).

MidFirst Bank holdings largest 50 of 943 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

MidFirst Bank 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	5.8%	5.9%	108,944	+0.1%	$81.6M
NVDANvidia Corporation Com	5.1%	5.1%	356,324	+1.4%	$71.3M
AAPLApple Inc	4.2%	4.4%	206,987	-0.3%	$59.9M
GOOGLAlphabet Inc	3.9%	3.6%	152,970	+1.1%	$54.7M
AMZNAmazon Com Inc Com	3.0%	3.0%	176,520	+0.8%	$42.1M
AMDAdvanced Micro Devices Inc	2.8%	1.1%	68,218	+1.1%	$39.6M
MSFTMicrosoft Corp	2.7%	3.1%	101,049	+0.7%	$37.7M
QQQInvesco Qqq Tr	2.1%	2.1%	41,024	-4.9%	$30.2M
SPYSpdr S&p 500 ETF Tr	2.1%	2.2%	40,214	-0.2%	$30.0M
CATCaterpillar Inc Com	2.0%	1.5%	26,232	+0.5%	$27.9M
LRCXLam Research Corp	1.9%	1.1%	63,391	+0.9%	$27.5M
METAMeta Platforms Inc Class A	1.6%	1.8%	39,356	+1.8%	$22.2M
AVGOBroadcom Inc	1.5%	1.4%	56,370	+0.0%	$21.3M
JPMJpmorgan Chase & Co	1.5%	1.6%	64,768	+1.3%	$21.2M
TSMTaiwan Semiconductor Manufac	1.3%	1.0%	38,040	+1.6%	$18.2M
IWFIshares Russell 1000 Growth ETF	1.2%	1.3%	135,960	+268.2%	$16.9M
VTEBVanguard Tx Ex Bd	1.1%	1.1%	315,544	+17.9%	$16.0M
ETNEaton Corp PLC	1.1%	1.1%	37,220	+1.4%	$15.9M
GSGoldman Sachs Group Inc	1.1%	1.1%	15,581	+1.2%	$15.8M
JNJJohnson & Johnson	1.1%	1.3%	59,477	-5.9%	$15.1M
IEFAIshares Core Msci Eafe ETF	1.0%	1.0%	146,065	+6.0%	$14.1M
IQLTIshares Tr	1.0%	1.1%	277,660	-3.8%	$13.8M
LLYLilly Eli & Co	0.9%	0.8%	10,672	+0.3%	$12.8M
DMLPDorchester Minerals L P	0.9%	1.1%	500,743	+1.3%	$12.6M
XLKState Street Technology Select Sector Sp	0.9%	0.7%	64,967	-0.9%	$12.4M
VVisa Inc Com Cl A	0.9%	0.9%	35,647	+1.0%	$12.2M
CRWDCrowdstrike Hldgs Inc Class A	0.9%	—	15,959	—	$12.2M
SUBIshares Tr	0.9%	0.9%	113,968	+10.2%	$12.1M
OKEOneok Inc	0.8%	0.9%	127,150	+0.4%	$11.1M
SGOViShares 0-3 Month Treasury Bon	0.8%	0.9%	108,825	+4.9%	$11.0M
IWPIshares Russell Mid-Cap Growth ETF	0.8%	0.8%	73,734	-0.2%	$10.8M
IVWIshares	0.8%	0.7%	78,171	-1.5%	$10.8M
IWSIshares Russell Mid-Cap Value ETF	0.7%	0.8%	62,850	-0.9%	$10.3M
ABBVAbbvie Inc	0.7%	0.7%	41,007	+1.8%	$10.3M
COSTCostco Whsl Corp New	0.7%	0.9%	10,785	+0.7%	$10.1M
SCHWSchwab Charles Corp	0.7%	0.8%	105,826	+0.4%	$9.8M
PHMPulte Group Inc	0.7%	0.7%	71,124	+2.2%	$9.8M
IVOVVanguard	0.7%	0.7%	84,562	+0.6%	$9.6M
IJHIshares Tr	0.7%	0.7%	122,015	+2.6%	$9.4M
AMGNAmgen Inc Com	0.7%	0.8%	25,893	-4.9%	$9.4M
HDHome Depot Inc Com	0.7%	0.7%	26,281	+1.9%	$9.3M
IWOIshares Russell 2000 Growth ETF	0.7%	0.6%	23,443	-1.0%	$9.2M
WMTWalmart Inc	0.6%	0.8%	77,807	+0.4%	$8.8M
KLACKla Corp	0.6%	—	28,900	—	$8.7M
WMBWilliams Companies	0.6%	0.7%	115,890	+0.0%	$8.6M
PANWPalo Alto Networks Inc	0.6%	—	25,256	—	$8.6M
WMWaste Mgmt Inc Del	0.6%	0.7%	37,198	+2.0%	$8.3M
RBARb Global Inc	0.6%	—	68,523	—	$8.0M
APHAmphenol Corp	0.6%	—	45,016	—	$7.9M
IJJiShares S&P Midcap 400 Value	0.6%	0.6%	52,980	-0.4%	$7.8M

What MidFirst Bank bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.4B	943
Q1 2026	$1.2B	926
Q4 2025	$1.3B	775

Questions about MidFirst Bank's portfolio

What stocks does MidFirst Bank own?

MidFirst Bank's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 943 positions worth $1.4B. The largest are Ishares Core S&p 500 ETF (IVV) at 5.8%, Nvidia Corporation Com (NVDA) at 5.1%, Apple Inc (AAPL) at 4.2%, Alphabet Inc (GOOGL) at 3.9% and Amazon Com Inc Com (AMZN) at 3.0%.

What did MidFirst Bank buy last quarter?

In Q2 2026, MidFirst Bank added Ishares Russell 1000 Growth ETF (IWF) (+268.2% shares), Vanguard Tx Ex Bd (VTEB) (+17.9% shares) and Ishares Tr (SUB) (+10.2% shares), compared with its Q1 2026 filing.

What did MidFirst Bank sell last quarter?

In Q2 2026, MidFirst Bank cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Phillips 66 (PSX), cut from its top 50 Blackrock Inc (BLK), cut from its top 50 Ishares Russell 1000 Value ETF (IWD) and Johnson & Johnson (JNJ) (-5.9% shares), compared with its Q1 2026 filing.

When is MidFirst Bank's next 13F filing due?

13F filings are due 45 days after each quarter ends. MidFirst Bank's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.