MidFirst Bank
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), MidFirst Bank reported 926 stock positions worth $1.2 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 5.9% of the portfolio, followed by Nvidia (NVDA, 5.1%) and Apple (AAPL, 4.4%). Compared with Q4 2025, it opened 228 new positions, sold out of 92, added to 190 and reduced 336. The biggest buy was iShares MSCI International Q (IQLT, shares +61%) and the biggest sale Microsoft (MSFT, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- DENVER, CO
- CIK
- 0002077076
- Portfolio Value
- $1.2B (Q1 2026)
- SEC Filing
- 0002077076-26-000004 ↗ filed May 15, 2026
Holdings Value
Holdings 926 stocks · $1.2B
| IVV iShares Core S&P 500 ETF | 5.88% | 108,831 | $71.1M | Add +0.8% |
| NVDA Nvidia Corp. | 5.07% | 351,361 | $61.3M | Reduce -9.2% |
| AAPL Apple Inc. | 4.36% | 207,530 | $52.7M | Reduce -5.3% |
| GOOGL Alphabet Inc. Class A | 3.60% | 151,256 | $43.5M | Reduce -1.4% |
| MSFT Microsoft Corp. | 3.07% | 100,305 | $37.1M | Reduce -8.1% |
| AMZN Amazon.com Inc. | 3.02% | 175,162 | $36.5M | Reduce -4.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.17% | 40,280 | $26.2M | Add +0.2% |
| QQQ Invesco QQQ Trust Series 1 | 2.06% | 43,156 | $24.9M | Add +5.8% |
| META Meta Platforms Inc. Class A | 1.83% | 38,658 | $22.1M | Add +3.2% |
| JPM JPMorgan Chase & Co. | 1.56% | 63,938 | $18.8M | Reduce -2.7% |
| CAT Caterpillar Inc. | 1.53% | 26,111 | $18.5M | Reduce -4.0% |
| AVGO Broadcom Inc. | 1.44% | 56,345 | $17.4M | Reduce -9.8% |
| IWF iShares Russell 1000 Growth | 1.30% | 36,930 | $15.7M | Reduce -1.9% |
| JNJ Johnson & Johnson | 1.28% | 63,206 | $15.5M | Reduce -3.4% |
| AMD Advanced Micro Devices | 1.14% | 67,450 | $13.7M | Reduce -3.5% |
| LRCX Lam Research Corp. | 1.11% | 62,848 | $13.4M | Reduce -33.5% |
| DMLP Dorchester Minerals LP | 1.11% | 494,153 | $13.4M | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.10% | 267,538 | $13.3M | Add +33.4% |
| IQLT iShares MSCI International Q | 1.10% | 288,680 | $13.3M | Add +61.0% |
| ETN Eaton Corp. PLC | 1.09% | 36,691 | $13.1M | Reduce -1.2% |
| GS Goldman Sachs Group Inc. | 1.08% | 15,390 | $13.0M | Reduce -8.3% |
| TSM Taiwan Semiconductor-SP ADR | 1.05% | 37,442 | $12.7M | Reduce -7.5% |
| IEFA iShares Core MSCI Eafe ETF | 1.03% | 137,843 | $12.5M | Add +4.9% |
| OKE Oneok Inc. | 0.95% | 126,671 | $11.4M | Reduce -2.3% |
| HON Honeywell International Inc. | 0.94% | 50,030 | $11.3M | Add +3.9% |
| SUB iShares Short-Term National | 0.91% | 103,379 | $11.0M | Add +41.6% |
| COST Costco Wholesale Corp. | 0.88% | 10,706 | $10.7M | Add +2.6% |
| V Visa Inc. Class A | 0.88% | 35,286 | $10.7M | Add +1.3% |
| SGOV iShares 0-3 Month Treasury B | 0.86% | 103,705 | $10.4M | Add +13.9% |
| SCHW Schwab (charles) Corp. | 0.82% | 105,436 | $9.9M | Reduce -3.0% |
| LLY Eli Lilly & Co. | 0.81% | 10,643 | $9.8M | Add +5.0% |
| WMT Walmart Inc. | 0.80% | 77,491 | $9.6M | Reduce -10.9% |
| AMGN Amgen Inc. | 0.79% | 27,226 | $9.6M | Add +1.0% |
| IWP iShares Russell Mid-Cap Grow | 0.78% | 73,858 | $9.5M | Reduce -2.8% |
| IWS iShares Russell Mid-Cap Valu | 0.76% | 63,432 | $9.2M | Reduce -3.0% |
| IVW iShares S&P 500 Growth ETF | 0.74% | 79,375 | $9.0M | Reduce -1.4% |
| CVX Chevron Corp. | 0.73% | 42,815 | $8.9M | Reduce -0.2% |
| ABBV Abbvie Inc. | 0.72% | 40,284 | $8.8M | Reduce -6.0% |
| XLK SS Technology Select Sector | 0.72% | 65,538 | $8.7M | Reduce -4.2% |
| IVOV Vanguard S&P Mid-Cap 400 Val | 0.71% | 84,045 | $8.6M | Add +19.5% |
| HD Home Depot Inc. | 0.70% | 25,795 | $8.5M | Add +9.6% |
| WMB Williams Cos Inc. | 0.70% | 115,852 | $8.4M | Add +0.0% |
| WM Waste Management Inc. | 0.69% | 36,470 | $8.4M | Add +2.7% |
| PHM Pultegroup Inc. | 0.68% | 69,614 | $8.2M | Add +0.2% |
| IJH iShares Core S&P Midcap ETF | 0.66% | 118,887 | $8.0M | Reduce -1.0% |
| IWO iShares Russell 2000 Growth | 0.62% | 23,691 | $7.4M | Add +2.8% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.58% | 53,196 | $7.0M | Reduce -3.3% |
| PSX Phillips 66 | 0.57% | 37,953 | $6.9M | Reduce -1.1% |
| BLK BlackRock Inc. | 0.56% | 7,006 | $6.7M | Reduce -0.6% |
| IWD iShares Russell 1000 Value E | 0.56% | 31,478 | $6.7M | Reduce -2.6% |
| RBA RB Global Inc. | 0.53% | 66,926 | $6.4M | Add +0.7% |
| IJS iShares S&P Small-Cap 600 Va | 0.53% | 54,109 | $6.4M | Reduce -3.4% |
| ENB Enbridge Inc. | 0.52% | 116,069 | $6.3M | Reduce -1.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.51% | 15,642 | $6.1M | Reduce -3.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.49% | 60,653 | $5.9M | Add +18.8% |
| SBUX Starbucks Corp. | 0.46% | 62,391 | $5.6M | Add +35.8% |
| GOOG Alphabet Inc. Class C | 0.46% | 19,246 | $5.5M | Reduce -31.7% |
| XOM Exxon Mobil Corp. | 0.46% | 32,434 | $5.5M | Reduce -2.2% |
| VIOV Vanguard S&P Small-Cap 600 V | 0.44% | 52,837 | $5.4M | Add +15.6% |
| IWN iShares Russell 2000 Value E | 0.44% | 28,227 | $5.4M | Reduce -3.7% |
| AMT American Tower Corp. | 0.44% | 30,576 | $5.3M | Add +24.3% |
| SCHO Schwab Short-Term US Treas | 0.42% | 208,991 | $5.1M | Add +8.1% |
| EOG EOG Resources Inc. | 0.42% | 35,062 | $5.1M | Add +21.6% |
| ELV Elevance Health Inc. | 0.40% | 16,543 | $4.8M | Add +84.5% |
| CRM Salesforce Inc. | 0.38% | 24,573 | $4.6M | Add +0.2% |
| MCD McDonald's Corp. | 0.37% | 14,300 | $4.4M | Reduce -3.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.36% | 45,169 | $4.4M | Add +0.2% |
| KLAC KLA Corp. | 0.35% | 2,885 | $4.2M | Reduce -0.3% |
| ISRG Intuitive Surgical Inc. | 0.35% | 9,057 | $4.2M | Reduce -2.5% |
| RY Royal Bank of Canada | 0.34% | 25,520 | $4.1M | Reduce -3.6% |
| PANW Palo Alto Networks Inc. | 0.34% | 25,525 | $4.1M | Add +6.2% |
| KO The Coca-Cola Co. | 0.34% | 53,291 | $4.1M | Reduce -4.6% |
| TXN Texas Instruments Inc. | 0.32% | 20,170 | $3.9M | Add +7.2% |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 0.32% | 30,572 | $3.8M | Add +112.2% |
| SPG Simon Property Group Inc. | 0.31% | 20,338 | $3.8M | Add +8.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.31% | 7,797 | $3.7M | Add +73.5% |
| ADP Automatic Data Processing | 0.31% | 18,322 | $3.7M | Add +17.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.31% | 76,240 | $3.7M | Reduce -1.5% |
| VZ Verizon Communications Inc. | 0.31% | 73,968 | $3.7M | Add +5.3% |
| MUB iShares National Muni Bond E | 0.31% | 34,862 | $3.7M | Add +4.8% |
| DVY iShares Select Dividend ETF | 0.30% | 23,664 | $3.6M | Reduce -2.6% |
| SPOT Spotify Technology SA | 0.29% | 7,314 | $3.5M | Add +8819.5% |
| JPST JPMorgan Ultra-Short Income | 0.29% | 69,897 | $3.5M | Reduce -5.3% |
| MA Mastercard Inc. Class A | 0.28% | 6,889 | $3.4M | Reduce -26.6% |
| CSCO Cisco Systems Inc. | 0.28% | 43,977 | $3.4M | Reduce -7.9% |
| SNEX Stonex Group Inc. | 0.28% | 42,187 | $3.4M | Add +50.0% |
| MS Morgan Stanley | 0.28% | 20,289 | $3.3M | Reduce -1.4% |
| SHW The Sherwin-Williams Co. | 0.27% | 10,287 | $3.3M | Reduce -1.7% |
| IEMG iShares Core MSCI Emerging | 0.26% | 45,572 | $3.2M | Add +28.5% |
| MORN Morningstar Inc. | 0.26% | 18,802 | $3.2M | Add +20.2% |
| QCOM Qualcomm Inc. | 0.26% | 24,630 | $3.2M | Add +7.3% |
| UNH Unitedhealth Group Inc. | 0.25% | 11,364 | $3.1M | Add +76.7% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.25% | 29,972 | $3.0M | Reduce -1.6% |
| NEE Nextera Energy Inc. | 0.24% | 31,847 | $3.0M | Reduce -2.3% |
| ADBE Adobe Inc. | 0.24% | 11,849 | $2.9M | Add +9.5% |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.24% | 23,072 | $2.9M | Add +19.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.23% | 36,544 | $2.8M | Reduce -76.8% |
| NKE Nike Inc. Class B | 0.22% | 50,899 | $2.7M | Add +8.4% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.22% | 27,606 | $2.6M | Add +45.9% |
| SRE Sempra | 0.22% | 27,127 | $2.6M | Reduce -13.7% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -8.1% | 3.07% | −1.13 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -76.8% | 0.23% | −0.77 |
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −0.41 |
| XLV SS Health Care Select Sector | Reduce -97.6% | 0.01% | −0.37 |
| AMZN Amazon.com Inc. | Reduce -4.1% | 3.02% | −0.23 |
| NVDA Nvidia Corp. | Reduce -9.2% | 5.07% | −0.22 |
| GOOGL Alphabet Inc. Class A | Reduce -1.4% | 3.60% | −0.21 |
| LRCX Lam Research Corp. | Reduce -33.5% | 1.11% | −0.18 |
| AAPL Apple Inc. | Reduce -5.3% | 4.36% | −0.13 |
| AMP Ameriprise Financial Inc. | Reduce -78.6% | 0.03% | −0.13 |
| PYPL PayPal Holdings Inc. | Reduce -98.3% | 0.00% | −0.13 |
| TJX TJX Companies Inc. | Reduce -43.5% | 0.18% | −0.12 |
| IWF iShares Russell 1000 Growth | Reduce -1.9% | 1.30% | −0.12 |
| AVGO Broadcom Inc. | Reduce -9.8% | 1.44% | −0.11 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.11 |
| RTX CORP (RTX 1.9 09/01/31) | Sold out | 0.00% | −0.10 |
| JPM JPMorgan Chase & Co. | Reduce -2.7% | 1.56% | −0.09 |
| IWM iShares Russell 2000 ETF | Reduce -36.1% | 0.17% | −0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -3.3% | 0.51% | −0.08 |
| ISRG Intuitive Surgical Inc. | Reduce -2.5% | 0.35% | −0.06 |
| XLK SS Technology Select Sector | Reduce -4.2% | 0.72% | −0.06 |
| GE General Electric | Reduce -40.2% | 0.08% | −0.06 |
| INSM Insmed Inc. | Sold out | 0.00% | −0.06 |
| IBM Intl Business Machines Corp. | Reduce -7.5% | 0.20% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -31.7% | 0.46% | −0.05 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Sold out | 0.00% | −0.05 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.4% | 0.74% | −0.05 |
| IWP iShares Russell Mid-Cap Grow | Reduce -2.8% | 0.78% | −0.05 |
| SCHW Schwab (charles) Corp. | Reduce -3.0% | 0.82% | −0.04 |
| BLK BlackRock Inc. | Reduce -0.6% | 0.56% | −0.04 |
| NTRA Natera Inc. | Reduce -99.9% | 0.00% | −0.04 |
| TRAVELERS COS INC (TRV 5.05 07/24/35) | Sold out | 0.00% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -26.6% | 0.28% | −0.04 |
| VMI Valmont Industries | Reduce -99.0% | 0.00% | −0.04 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.03 |
| GS Goldman Sachs Group Inc. | Reduce -8.3% | 1.08% | −0.03 |
| TRMB Trimble Inc. | Reduce -99.0% | 0.00% | −0.03 |
| TSLA Tesla Inc. | Reduce -48.3% | 0.13% | −0.03 |
| BAC Bank of America Corp. | Reduce -1.5% | 0.31% | −0.03 |
| SSB Southstate Bank Corp. | Reduce -98.9% | 0.00% | −0.03 |
| CVNA Carvana Co. | Sold out | 0.00% | −0.03 |
| GIL Gildan Activewear Inc. | Reduce -98.0% | 0.00% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -96.8% | 0.00% | −0.03 |
| ORCL Oracle Corp. | Reduce -35.4% | 0.07% | −0.03 |
| TGRW T Rowe Price Growth Stock Et | Reduce -3.7% | 0.21% | −0.03 |
| GMED Globus Medical Inc. Class A | Reduce -98.4% | 0.00% | −0.03 |
| MOG.A Moog Inc. Class A | Sold out | 0.00% | −0.03 |
| CR Crane Co. | Reduce -97.8% | 0.00% | −0.03 |
| INTU Intuit Inc. | Reduce -80.6% | 0.00% | −0.03 |
| AMD Advanced Micro Devices | Reduce -3.5% | 1.14% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| IQLT iShares MSCI International Q | Add +61.0% | 1.10% | +0.46 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +33.4% | 1.10% | +0.30 |
| SPOT Spotify Technology SA | Add +8819.5% | 0.29% | +0.29 |
| SUB iShares Short-Term National | Add +41.6% | 0.91% | +0.29 |
| PNC PNC Financial Services Group | Add +1260.8% | 0.21% | +0.20 |
| EOG EOG Resources Inc. | Add +21.6% | 0.42% | +0.19 |
| HON Honeywell International Inc. | Add +3.9% | 0.94% | +0.19 |
| IVOG Vanguard S&P Mid-Cap 400 Gro | Add +112.2% | 0.32% | +0.18 |
| ELV Elevance Health Inc. | Add +84.5% | 0.40% | +0.17 |
| COST Costco Wholesale Corp. | Add +2.6% | 0.88% | +0.17 |
| SBUX Starbucks Corp. | Add +35.8% | 0.46% | +0.15 |
| IVOV Vanguard S&P Mid-Cap 400 Val | Add +19.5% | 0.71% | +0.14 |
| WMB Williams Cos Inc. | Add +0.0% | 0.70% | +0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +73.5% | 0.31% | +0.14 |
| SGOV iShares 0-3 Month Treasury B | Add +13.9% | 0.86% | +0.14 |
| PM Philip Morris International | Add +147.4% | 0.21% | +0.13 |
| ZTS Zoetis Inc. | Add +261.0% | 0.18% | +0.13 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.9% | 1.03% | +0.10 |
| AMT American Tower Corp. | Add +24.3% | 0.44% | +0.09 |
| AMGN Amgen Inc. | Add +1.0% | 0.79% | +0.09 |
| VIOV Vanguard S&P Small-Cap 600 V | Add +15.6% | 0.44% | +0.09 |
| UNH Unitedhealth Group Inc. | Add +76.7% | 0.25% | +0.09 |
| LULU Lululemon Athletica Inc. | Add +371.1% | 0.12% | +0.08 |
| MDYG SS SPDR S&P 400 MC GR ETF | Add +45.9% | 0.22% | +0.08 |
| VZ Verizon Communications Inc. | Add +5.3% | 0.31% | +0.08 |
| IEMG iShares Core MSCI Emerging | Add +28.5% | 0.26% | +0.07 |
| RTX RTX Corp. | New | 0.07% | +0.07 |
| WM Waste Management Inc. | Add +2.7% | 0.69% | +0.07 |
| MDYV SS SPDR S&P 400 MC Val ETF | Add +67.3% | 0.17% | +0.07 |
| SNEX Stonex Group Inc. | Add +50.0% | 0.28% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.8% | 2.06% | +0.07 |
| TXN Texas Instruments Inc. | Add +7.2% | 0.32% | +0.06 |
| APD Air Products & Chemicals Inc. | Add +20.9% | 0.18% | +0.06 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +18.8% | 0.49% | +0.06 |
| HD Home Depot Inc. | Add +9.6% | 0.70% | +0.06 |
| BALL Ball Corp. | Add +17.1% | 0.20% | +0.05 |
| VIOG Vanguard S&P SM Cap 600 GRW | Add +19.9% | 0.24% | +0.05 |
| SCHO Schwab Short-Term US Treas | Add +8.1% | 0.42% | +0.04 |
| TRV The Travelers Cos Inc. | New | 0.04% | +0.04 |
| PG The Procter & Gamble Co. | Add +20.0% | 0.21% | +0.04 |
| SPG Simon Property Group Inc. | Add +8.8% | 0.31% | +0.04 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +23.2% | 0.17% | +0.04 |
| DVN Devon Energy Corp. | Add +0.5% | 0.11% | +0.03 |
| CTVA Corteva Inc. | Add +0.3% | 0.13% | +0.03 |
| DOW Dow Inc. | Add +0.0% | 0.06% | +0.03 |
| PHM Pultegroup Inc. | Add +0.2% | 0.68% | +0.03 |
| CMCSA Comcast Corp. Class A | Add +2.0% | 0.14% | +0.03 |
| GNRC Generac Holdings Inc. | Add +8.2% | 0.07% | +0.03 |
| MUB iShares National Muni Bond E | Add +4.8% | 0.31% | +0.02 |
| IWO iShares Russell 2000 Growth | Add +2.8% | 0.62% | +0.02 |