MidFirst Bank

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), MidFirst Bank reported 943 stock positions worth $1.4 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 5.8% of the portfolio, followed by Nvidia (NVDA, 5.1%) and Apple (AAPL, 4.2%). Compared with Q1 2026, it opened 47 new positions, sold out of 32, added to 214 and reduced 136. The biggest buy was Advanced Micro Devices (AMD, shares +1%) and the biggest sale Chevron (CVX, shares −8%).

Most Recent 13F
Q2 2026
Location
DENVER, CO
CIK
0002077076
Portfolio Value
$1.4B (Q2 2026)
SEC Filing
0002077076-26-000005 ↗ filed Aug 7, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q4 2025: $1.3B Q4 2025 Q1 2026: $1.2B Q1 2026 Q2 2026: $1.4B $1.4B Q2 2026

Holdings 943 stocks · $1.4B
IVV iShares Core S&P 500 ETF 5.79% 108,944 $81.6M Add +0.1%
NVDA Nvidia Corp. 5.06% 356,324 $71.3M Add +1.4%
AAPL Apple Inc. 4.25% 206,987 $59.9M Reduce -0.3%
GOOGL Alphabet Inc. Class A 3.88% 152,970 $54.7M Add +1.1%
AMZN Amazon.com Inc. 2.98% 176,520 $42.1M Add +0.8%
AMD Advanced Micro Devices 2.81% 68,218 $39.6M Add +1.1%
MSFT Microsoft Corp. 2.67% 101,049 $37.7M Add +0.7%
QQQ Invesco QQQ Trust Series 1 2.14% 41,024 $30.2M Reduce -4.9%
SPY SS SPDR S&P 500 ETF Trust-US 2.13% 40,214 $30.0M Reduce -0.2%
CAT Caterpillar Inc. 1.98% 26,232 $27.9M Add +0.5%
LRCX Lam Research Corp. 1.95% 63,391 $27.5M Add +0.9%
META Meta Platforms Inc. Class A 1.57% 39,356 $22.2M Add +1.8%
AVGO Broadcom Inc. 1.51% 56,370 $21.3M Add +0.0%
JPM JPMorgan Chase & Co. 1.50% 64,768 $21.2M Add +1.3%
TSM Taiwan Semiconductor-SP ADR 1.29% 38,040 $18.2M Add +1.6%
IWF iShares Russell 1000 Growth 1.20% 135,960 $16.9M Reduce -8.0%
VTEB Vanguard Tax-Exempt Bond ETF 1.13% 315,544 $16.0M Add +17.9%
ETN Eaton Corp. PLC 1.12% 37,220 $15.9M Add +1.4%
GS Goldman Sachs Group Inc. 1.12% 15,581 $15.8M Add +1.2%
JNJ Johnson & Johnson 1.07% 59,477 $15.1M Reduce -5.9%
IEFA iShares Core MSCI Eafe ETF 1.00% 146,065 $14.1M Add +6.0%
IQLT iShares MSCI International Q 0.98% 277,660 $13.8M Reduce -3.8%
LLY Eli Lilly & Co. 0.91% 10,672 $12.8M Add +0.3%
DMLP Dorchester Minerals LP 0.90% 500,743 $12.6M Add +1.3%
XLK SS Technology Select Sector 0.88% 64,967 $12.4M Reduce -0.9%
V Visa Inc. Class A 0.87% 35,647 $12.2M Add +1.0%
CRWD CrowdStrike Holdings Inc. Class A 0.86% 15,959 $12.2M Add +2.0%
SUB iShares Short-Term National 0.86% 113,968 $12.1M Add +10.2%
OKE Oneok Inc. 0.78% 127,150 $11.1M Add +0.4%
SGOV iShares 0-3 Month Treasury B 0.78% 108,825 $11.0M Add +4.9%
IWP iShares Russell Mid-Cap Grow 0.77% 73,734 $10.8M Reduce -0.2%
IVW iShares S&P 500 Growth ETF 0.76% 78,171 $10.8M Reduce -1.5%
IWS iShares Russell Mid-Cap Valu 0.73% 62,850 $10.3M Reduce -0.9%
ABBV Abbvie Inc. 0.73% 41,007 $10.3M Add +1.8%
COST Costco Wholesale Corp. 0.72% 10,785 $10.1M Add +0.7%
SCHW Schwab (charles) Corp. 0.69% 105,826 $9.8M Add +0.4%
PHM Pultegroup Inc. 0.69% 71,124 $9.8M Add +2.2%
IVOV Vanguard S&P Mid-Cap 400 Val 0.68% 84,562 $9.6M Add +0.6%
IJH iShares Core S&P Midcap ETF 0.67% 122,015 $9.4M Add +2.6%
AMGN Amgen Inc. 0.67% 25,893 $9.4M Reduce -4.9%
HD Home Depot Inc. 0.66% 26,281 $9.3M Add +1.9%
IWO iShares Russell 2000 Growth 0.66% 23,443 $9.2M Reduce -1.1%
WMT Walmart Inc. 0.63% 77,807 $8.8M Add +0.4%
KLAC KLA Corp. 0.62% 28,900 $8.7M Add +0.2%
WMB Williams Cos Inc. 0.61% 115,890 $8.6M Add +0.0%
PANW Palo Alto Networks Inc. 0.61% 25,256 $8.6M Reduce -1.1%
WM Waste Management Inc. 0.59% 37,198 $8.3M Add +2.0%
RBA RB Global Inc. 0.57% 68,523 $8.0M Add +2.4%
APH Amphenol Corp. Class A 0.56% 45,016 $7.9M Add +1365.8%
IJJ iShares S&P Mid-Cap 400 Valu 0.56% 52,980 $7.8M Reduce -0.4%
SPYG SS SPDR P S&P 500 Growth ETF 0.53% 63,181 $7.5M Add +4.2%
IJS iShares S&P Small-Cap 600 Va 0.52% 53,291 $7.3M Reduce -1.5%
IWD iShares Russell 1000 Value E 0.51% 29,677 $7.2M Reduce -5.7%
BLK BlackRock Inc. 0.49% 7,113 $6.8M Add +1.5%
GOOG Alphabet Inc. Class C 0.47% 18,846 $6.7M Reduce -2.1%
CVX Chevron Corp. 0.46% 39,459 $6.5M Reduce -7.8%
SBUX Starbucks Corp. 0.46% 63,628 $6.5M Add +2.0%
PSX Phillips 66 0.46% 38,348 $6.5M Add +1.0%
ELV Elevance Health Inc. 0.46% 16,659 $6.4M Add +0.7%
ENB Enbridge Inc. 0.45% 117,292 $6.4M Add +1.1%
IWN iShares Russell 2000 Value E 0.44% 28,046 $6.2M Reduce -0.6%
VIOV Vanguard S&P Small-Cap 600 V 0.44% 52,789 $6.2M Reduce -0.1%
TXN Texas Instruments Inc. 0.43% 20,151 $6.0M Reduce -0.1%
HON Honeywell International Inc. 0.40% 25,397 $5.7M Add +1.5%
HONA Honeywell Aerospace Inc. 0.40% 25,367 $5.6M Add +1.4%
IVOG Vanguard S&P Mid-Cap 400 Gro 0.39% 37,998 $5.6M Add +24.3%
RY Royal Bank of Canada 0.38% 25,599 $5.3M Add +0.3%
AMT American Tower Corp. 0.36% 31,259 $5.1M Add +2.2%
CSCO Cisco Systems Inc. 0.36% 43,469 $5.1M Reduce -1.2%
SNEX Stonex Group Inc. 0.35% 42,187 $5.0M No change
SCHO Schwab Short-Term US Treas 0.34% 198,536 $4.8M Reduce -5.0%
JPST JPMorgan Ultra-Short Income 0.33% 92,801 $4.7M Add +32.8%
EOG EOG Resources Inc. 0.33% 35,725 $4.6M Add +1.9%
SPG Simon Property Group Inc. 0.33% 20,529 $4.6M Add +0.9%
QCOM Qualcomm Inc. 0.32% 24,747 $4.6M Add +0.5%
XOM Exxon Mobil Corp. 0.31% 32,436 $4.4M Add +0.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.31% 45,653 $4.4M Add +1.1%
MUB iShares National Muni Bond E 0.31% 40,612 $4.4M Add +16.5%
BAC Bank of America Corp. 0.31% 75,735 $4.3M Reduce -0.7%
MS Morgan Stanley 0.30% 20,180 $4.2M Reduce -0.5%
ADP Automatic Data Processing 0.29% 18,437 $4.1M Add +0.6%
BRK.B Berkshire Hathaway Inc. Class B 0.28% 7,891 $3.9M Add +1.2%
KO The Coca-Cola Co. 0.28% 48,423 $3.9M Reduce -9.1%
IEMG iShares Core MSCI Emerging 0.27% 46,741 $3.9M Add +2.6%
MCD McDonald's Corp. 0.27% 14,321 $3.9M Add +0.1%
VIOG Vanguard S&P SM Cap 600 GRW 0.27% 24,465 $3.8M Add +6.0%
CRM Salesforce Inc. 0.26% 23,657 $3.7M Reduce -3.7%
DVY iShares Select Dividend ETF 0.26% 23,664 $3.7M No change
ISRG Intuitive Surgical Inc. 0.26% 9,103 $3.6M Add +0.5%
MA Mastercard Inc. Class A 0.25% 6,971 $3.6M Add +1.2%
SHW The Sherwin-Williams Co. 0.25% 10,392 $3.6M Add +1.0%
SPOT Spotify Technology SA 0.24% 7,495 $3.4M Add +2.5%
IJK iShares S&P Mid-Cap 400 Grow 0.24% 29,240 $3.4M Reduce -2.4%
VZ Verizon Communications Inc. 0.23% 75,610 $3.2M Add +2.2%
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO 0.23% 27,782 $3.2M Add +0.8%
PM Philip Morris International 0.22% 17,324 $3.1M Add +15.4%
MDYG SS SPDR S&P 400 MC GR ETF 0.22% 27,107 $3.0M Reduce -1.8%
PNC PNC Financial Services Group 0.21% 12,261 $3.0M No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.21% 33,986 $3.0M Reduce -7.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.21% 10,379 $2.9M Add +3.5%

Show all 943 holdings

Portfolio Sells Q1 2026 → Q2 2026
CVX Chevron Corp. Reduce -7.8% 0.46% −0.27
JNJ Johnson & Johnson Reduce -5.9% 1.07% −0.21
IQLT iShares MSCI International Q Reduce -3.8% 0.98% −0.13
AMGN Amgen Inc. Reduce -4.9% 0.67% −0.13
CRM Salesforce Inc. Reduce -3.7% 0.26% −0.12
LULU Lululemon Athletica Inc. Reduce -99.8% 0.00% −0.12
AAPL Apple Inc. Reduce -0.3% 4.25% −0.11
IWF iShares Russell 1000 Growth Reduce -8.0% 1.20% −0.11
UNH Unitedhealth Group Inc. Reduce -49.7% 0.17% −0.09
SCHO Schwab Short-Term US Treas Reduce -5.0% 0.34% −0.08
ADBE Adobe Inc. Reduce -0.1% 0.17% −0.07
MORN Morningstar Inc. Reduce -1.3% 0.21% −0.06
KO The Coca-Cola Co. Reduce -9.1% 0.28% −0.06
SPTM SS SPDR P S&P 1500 Comp ETF Reduce -23.8% 0.16% −0.05
IWD iShares Russell 1000 Value E Reduce -5.7% 0.51% −0.05
SRE Sempra Reduce -0.1% 0.18% −0.04
CMCSA Comcast Corp. Class A Reduce -0.8% 0.10% −0.04
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.2% 2.13% −0.04
PEP Pepsico Inc. Reduce -11.5% 0.07% −0.04
TJX TJX Companies Inc. Reduce -0.8% 0.15% −0.04
PSA Public Storage Reduce -96.6% 0.00% −0.03
AEM Agnico Eagle Mines Ltd. Sold out 0.00% −0.03
DVN Devon Energy Corp. Reduce -1.5% 0.07% −0.03
ACN Accenture PLC Class A Reduce -3.2% 0.03% −0.03
IWS iShares Russell Mid-Cap Valu Reduce -0.9% 0.73% −0.03
PG The Procter & Gamble Co. Reduce -1.0% 0.18% −0.03
IJJ iShares S&P Mid-Cap 400 Valu Reduce -0.4% 0.56% −0.03
APD Air Products & Chemicals Inc. Reduce -1.2% 0.16% −0.03
IBDR iShares Ibonds Dec 2026 Term Reduce -3.5% 0.12% −0.02
ABT Abbott Laboratories Reduce -1.5% 0.06% −0.02
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -7.0% 0.21% −0.02
CWEN.A Clearway Energy Inc. Class A Sold out 0.00% −0.02
IVE iShares S&P 500 Value ETF Reduce -2.5% 0.16% −0.02
IBDS Ishrs Ibnds Dec 27 Corp. ETF Reduce -1.6% 0.09% −0.02
IWP iShares Russell Mid-Cap Grow Reduce -0.2% 0.77% −0.02
ROP Roper Technologies Inc. Reduce -26.2% 0.03% −0.02
COP Conocophillips Reduce -1.9% 0.03% −0.02
TMO Thermo Fisher Scientific Inc. Reduce -0.3% 0.10% −0.02
MSI Motorola Solutions Inc. Reduce -1.8% 0.06% −0.02
AGG iShares Core U.S. Aggregate Sold out 0.00% −0.01
EFA iShares MSCI Eafe ETF Reduce -0.5% 0.15% −0.01
IJS iShares S&P Small-Cap 600 Va Reduce -1.5% 0.52% −0.01
TGRW T Rowe Price Growth Stock Et Reduce -7.3% 0.19% −0.01
IBDT iShares Ibonds Dec 2028 ETF Reduce -0.2% 0.07% −0.01
ONON On Holding AG Class A Reduce -0.3% 0.10% −0.01
ORCL Oracle Corp. Reduce -2.5% 0.06% −0.01
LOW Lowe's Cos Inc. Reduce -0.7% 0.04% −0.01
LMT Lockheed Martin Corp. Reduce -7.8% 0.02% −0.01
VYM Vanguard High DVD Yield ETF Reduce -1.4% 0.10% −0.01
SDY SS SPDR S&P Dividend ETF Reduce -1.1% 0.07% −0.01

Portfolio Buys Q1 2026 → Q2 2026
AMD Advanced Micro Devices Add +1.1% 2.81% +1.68
LRCX Lam Research Corp. Add +0.9% 1.95% +0.84
APH Amphenol Corp. Class A Add +1365.8% 0.56% +0.53
CAT Caterpillar Inc. Add +0.5% 1.98% +0.45
CRWD CrowdStrike Holdings Inc. Class A Add +2.0% 0.86% +0.36
GOOGL Alphabet Inc. Class A Add +1.1% 3.88% +0.28
KLAC KLA Corp. Add +0.2% 0.62% +0.27
TSM Taiwan Semiconductor-SP ADR Add +1.6% 1.29% +0.24
SNY Sanofi-ADR Add +115835.9% 0.14% +0.14
LLY Eli Lilly & Co. Add +0.3% 0.91% +0.10
IVOG Vanguard S&P Mid-Cap 400 Gro Add +24.3% 0.39% +0.08
AVGO Broadcom Inc. Add +0.0% 1.51% +0.07
MU Micron Technology Inc. Add +2.6% 0.10% +0.07
QCOM Qualcomm Inc. Add +0.5% 0.32% +0.06
DELL Dell Technologies -C Add +2.0% 0.11% +0.06
ELV Elevance Health Inc. Add +0.7% 0.46% +0.06
AMAT Applied Materials Inc. Add +3.3% 0.09% +0.04
SPYG SS SPDR P S&P 500 Growth ETF Add +4.2% 0.53% +0.04
GS Goldman Sachs Group Inc. Add +1.2% 1.12% +0.04
JPST JPMorgan Ultra-Short Income Add +32.8% 0.33% +0.04
ETN Eaton Corp. PLC Add +1.4% 1.12% +0.04
RBA RB Global Inc. Add +2.4% 0.57% +0.04
RY Royal Bank of Canada Add +0.3% 0.38% +0.03
VIOG Vanguard S&P SM Cap 600 GRW Add +6.0% 0.27% +0.03
VTEB Vanguard Tax-Exempt Bond ETF Add +17.9% 1.13% +0.03
IJR iShares Core S&P Small-Cap E Add +14.2% 0.18% +0.03
VEA Vanguard Ftse Developed ETF Add +112.0% 0.04% +0.02
HPE Hewlett Packard Enterprise Add +0.4% 0.05% +0.02
SCHG Schwab US Large-Cap Growth New 0.02% +0.02
PM Philip Morris International Add +15.4% 0.22% +0.02
PHM Pultegroup Inc. Add +2.2% 0.69% +0.01
CWEN Clearway Energy Inc. Class C New 0.01% +0.01
IBDW iShares Ibonds Dec 2031 Corp. Add +110.8% 0.03% +0.01
SPG Simon Property Group Inc. Add +0.9% 0.33% +0.01
IEMG iShares Core MSCI Emerging Add +2.6% 0.27% +0.01
SCHA Schwab US Small-Cap ETF New 0.01% +0.01
IBDV iShares Ibonds Dec 2030 Corp. Add +72.0% 0.04% +0.01
CM Can Imperial BK of Commerce Add +0.8% 0.23% +0.01
GE General Electric Add +0.4% 0.09% +0.01
IBDX iShares Ibonds Dec 2032 TC Add +228.2% 0.02% +0.01
SPCX Space Exploration Techn Class A New 0.01% +0.01
EVSM Eaton Vance SHRT Dur Muni New 0.01% +0.01
SPMD SS SPDR P S&P 400 Midcap ETF New 0.01% +0.01
SMH Vaneck Semiconductor ETF Add +8.5% 0.02% +0.01
PAUG Innovator U.S. Equity Power New 0.01% +0.01
ABBV Abbvie Inc. Add +1.8% 0.73% +0.01
SOXX iShares Semiconductor ETF New 0.01% +0.01
VGK Vanguard Ftse Europe ETF Add +64.9% 0.02% +0.01
SCHM Schwab US Mid Cap ETF Add +316.2% 0.01% +0.01
IBM Intl Business Machines Corp. Add +3.5% 0.21% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 943$1.4BIVV, NVDA, AAPL, GOOGL, AMZN
Q1 2026 926$1.2BIVV, NVDA, AAPL, GOOGL, MSFT
Q4 2025 789$1.3BIVV, NVDA, AAPL, MSFT, GOOGL