George Kaiser Family Foundation

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), George Kaiser Family Foundation reported 71 stock positions worth $882.8 million. Its top holding was Bok Financial (BOKF) at 48.8% of the portfolio, followed by Excelerate Energy Class A (EE, 29.7%) and SS SPDR BB 1-3M T-Bill ETF (BIL, 5.1%). Compared with Q4 2025, it opened 5 new positions, sold out of 1, added to 9 and reduced 3. The biggest buy was a new position in SS SPDR BB 1-3M T-Bill ETF (BIL) and the biggest sale Jfrog (FROG, shares −31%).

Most Recent 13F
Q2 2026
Location
TULSA, OK
CIK
0001265376
Portfolio Value
$882.8M (Q1 2026)
SEC Filing
0001140361-26-021109 ↗ filed May 14, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $527.3M Q1 2024 Q2 2024: $565.9M Q2 2024 Q3 2024: $654.3M Q3 2024 Q4 2024: $678.8M Q4 2024 Q1 2025: $680.5M Q1 2025 Q2 2025: $693.9M Q2 2025 Q3 2025: $712.6M Q3 2025 Q4 2025: $747.2M Q4 2025 Q1 2026: $882.8M $882.8M Q1 2026 Q2 2026: $1.0B Q2 2026

Holdings 71 stocks · $882.8M
BOKF Bok Financial Corporation 48.76% 3,361,707 $430.5M No change
EE Excelerate Energy Inc. Class A 29.73% 7,854,167 $262.5M No change
BIL SS SPDR BB 1-3M T-Bill ETF 5.14% 495,333 $45.4M New
SPY SS SPDR S&P 500 ETF Trust-US 2.92% 39,583 $25.7M No change
SGOV iShares 0-3 Month Treasury B 2.88% 252,558 $25.4M New
IWL iShares Russell Top 200 ETF 2.44% 134,450 $21.6M No change
ASPN Aspen Aerogels Inc. 1.23% 3,167,322 $10.8M No change
JBL Jabil Inc. 0.77% 25,452 $6.8M Reduce -26.1%
TDG Transdigm Group Inc. 0.45% 3,399 $3.9M Add +0.2%
INTA Intapp Inc. 0.43% 147,651 $3.8M Add +10.3%
FROG Jfrog Ltd. 0.41% 76,577 $3.6M Reduce -30.8%
PCOR Procore Technologies Inc. 0.34% 52,458 $3.0M Add +0.3%
NOW ServiceNow Inc. 0.33% 27,935 $2.9M Add +0.3%
TYL Tyler Technologies Inc. 0.30% 7,718 $2.6M Add +79.7%
TW Tradeweb Markets Inc. Class A 0.29% 22,047 $2.6M Add +0.3%
DSGX The Descartes Systems Grp 0.20% 24,131 $1.7M Add +24.0%
ALKT Alkami Technology Inc. 0.19% 105,707 $1.7M Reduce -31.7%
BOC Boston Omaha Corp. Class A 0.19% 140,932 $1.6M No change
TBLA Taboola.com Ltd. 0.18% 502,513 $1.6M New
CLBT Cellebrite Di Ltd. 0.16% 104,806 $1.4M New
HURC Hurco Companies Inc. 0.13% 80,644 $1.2M Add +13.6%
LRCX Lam Research Corp. 0.13% 5,514 $1.2M No change
KLAC KLA Corp. 0.10% 576 $848K No change
TSM Taiwan Semiconductor-SP ADR 0.09% 2,386 $806K No change
GOOGL Alphabet Inc. Class A 0.08% 2,541 $731K No change
AVGO Broadcom Inc. 0.08% 2,287 $708K No change
MPWR Monolithic Power Systems Inc. 0.08% 647 $707K No change
UNH Unitedhealth Group Inc. 0.07% 2,395 $648K No change
NVDA Nvidia Corp. 0.07% 3,527 $615K No change
ANET Arista Networks Inc. 0.07% 4,884 $600K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.06% 3,411 $545K No change
ETN Eaton Corp. PLC 0.06% 1,425 $510K No change
AAPL Apple Inc. 0.05% 1,908 $484K No change
TT Trane Technologies PLC 0.05% 1,161 $484K No change
WK Workiva Inc. 0.05% 7,956 $474K Add +0.5%
NFLX Netflix Inc. 0.05% 4,700 $452K No change
CDNS Cadence Design SYS Inc. 0.05% 1,623 $451K No change
AMZN Amazon.com Inc. 0.05% 2,156 $449K No change
LIN Linde PLC 0.05% 905 $449K No change
LLY Eli Lilly & Co. 0.05% 486 $447K No change
ORLY O'reilly Automotive Inc. 0.05% 4,740 $438K No change
WM Waste Management Inc. 0.05% 1,865 $429K No change
COST Costco Wholesale Corp. 0.05% 420 $419K No change
BRK.B Berkshire Hathaway Inc. Class B 0.05% 849 $407K No change
AZO AutoZone Inc. 0.05% 119 $402K No change
TMO Thermo Fisher Scientific Inc. 0.05% 815 $401K No change
DHI D.R. Horton Inc. 0.05% 2,905 $399K No change
MA Mastercard Inc. Class A 0.04% 794 $397K No change
MCO Moody's Corp. 0.04% 904 $394K No change
MSCI MSCI Inc. 0.04% 729 $393K No change
META Meta Platforms Inc. Class A 0.04% 686 $392K No change
VRTX Vertex Pharmaceuticals Inc. 0.04% 869 $388K No change
MSFT Microsoft Corp. 0.04% 1,038 $384K No change
SHW The Sherwin-Williams Co. 0.04% 1,168 $374K No change
PANW Palo Alto Networks Inc. 0.04% 2,330 $374K No change
ISRG Intuitive Surgical Inc. 0.04% 802 $370K No change
SNPS Synopsys Inc. 0.04% 916 $363K No change
HD Home Depot Inc. 0.04% 1,083 $356K No change
SPGI S&P Global Inc. 0.04% 826 $351K No change
AXON Axon Enterprise Inc. 0.04% 823 $350K No change
MELI MercadoLibre Inc. 0.04% 202 $349K No change
CTAS Cintas Corp. 0.04% 2,022 $342K No change
MXCT Maxcyte Inc. 0.04% 481,803 $338K New
BX Blackstone Inc. 0.04% 2,940 $338K No change
PGR Progressive Corp. 0.03% 1,547 $307K No change
INTU Intuit Inc. 0.03% 685 $296K No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.03% 1,291 $280K No change
CPRT Copart Inc. 0.03% 7,449 $247K No change
BRO Brown & Brown Inc. 0.03% 3,768 $246K No change
FICO Fair Isaac Corp. 0.03% 217 $232K No change
TLF Tandy Leather Factory Inc. 0.01% 41,143 $95K No change

Portfolio Sells Q4 2025 → Q1 2026
FROG Jfrog Ltd. Reduce -30.8% 0.41% −0.52
ALKT Alkami Technology Inc. Reduce -31.7% 0.19% −0.29
JBL Jabil Inc. Reduce -26.1% 0.77% −0.29
IT Gartner Inc. Sold out 0.00% −0.03

Portfolio Buys Q4 2025 → Q1 2026
BIL SS SPDR BB 1-3M T-Bill ETF New 5.14% +5.14
SGOV iShares 0-3 Month Treasury B New 2.88% +2.88
TBLA Taboola.com Ltd. New 0.18% +0.18
CLBT Cellebrite Di Ltd. New 0.16% +0.16
TYL Tyler Technologies Inc. Add +79.7% 0.30% +0.04
MXCT Maxcyte Inc. New 0.04% +0.04
HURC Hurco Companies Inc. Add +13.6% 0.13% −0.01
TW Tradeweb Markets Inc. Class A Add +0.3% 0.29% −0.02
DSGX The Descartes Systems Grp Add +24.0% 0.20% −0.03
WK Workiva Inc. Add +0.5% 0.05% −0.04
TDG Transdigm Group Inc. Add +0.2% 0.45% −0.16
PCOR Procore Technologies Inc. Add +0.3% 0.34% −0.17
NOW ServiceNow Inc. Add +0.3% 0.33% −0.24
INTA Intapp Inc. Add +10.3% 0.43% −0.39

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 105$1.0BBOKF, EE, SPY, IWL, BIL
Q1 2026 71$882.8MBOKF, EE, BIL, SPY, SGOV
Q4 2025 67$747.2MBOKF, EE, SPY, IWL, ASPN
Q3 2025 68$712.6MBOKF, EE, SPY, IWL, ASPN
Q2 2025 68$693.9MBOKF, EE, SPY, IWL, ASPN
Q1 2025 68$680.5MBOKF, EE, ASPN, SPY, IWL
Q4 2024 17$678.8MBOKF, EE, ASPN, INTA, NOW
Q3 2024 17$654.3MBOKF, EE, ASPN, INTA, NOW
Q2 2024 18$565.9MBOKF, EE, ASPN, NOW, PTC
Q1 2024 18$527.3MBOKF, EE, ASPN, NOW, PTCT