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 Tr (IVV, 5.8%), Nvidia Corporation (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 Tr	5.8%	5.9%	108,944	+0.1%	$81.6M
NVDANvidia Corporation	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	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
SPYState Str Spdr S&p 500 ETF T	2.1%	2.2%	40,214	-0.2%	$30.0M
CATCaterpillar Inc	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	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 Tr	1.2%	1.3%	135,960	+268.2%	$16.9M
VTEBVanguard Mun Bd Fds	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 Tr	1.0%	1.0%	146,065	+6.0%	$14.1M
IQLTIshares Tr	1.0%	1.1%	277,660	-3.8%	$13.8M
LLYEli Lilly & Co	0.9%	0.8%	10,672	+0.3%	$12.8M
DMLPDorchester Minerals	0.9%	1.1%	500,743	+1.3%	$12.6M
XLKSelect Sector Spdr Tr	0.9%	0.7%	64,967	-0.9%	$12.4M
VVisa Inc	0.9%	0.9%	35,647	+1.0%	$12.2M
CRWDCrowdstrike Hldgs Inc	0.9%	—	15,959	—	$12.2M
SUBIshares Tr	0.9%	0.9%	113,968	+10.2%	$12.1M
OKEOneok Inc New	0.8%	0.9%	127,150	+0.4%	$11.1M
SGOVIshares Tr	0.8%	0.9%	108,825	+4.9%	$11.0M
IWPIshares Tr	0.8%	0.8%	73,734	-0.2%	$10.8M
IVWIshares Tr	0.8%	0.7%	78,171	-1.5%	$10.8M
IWSIshares Tr	0.7%	0.8%	62,850	-0.9%	$10.3M
ABBVAbbvie Inc	0.7%	0.7%	41,007	+1.8%	$10.3M
COSTCostco Wholesale Corporation	0.7%	0.9%	10,785	+0.7%	$10.1M
SCHWCharles Schwab Corp (the)	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	0.7%	0.8%	25,893	-4.9%	$9.4M
HDHome Depot Inc	0.7%	0.7%	26,281	+1.9%	$9.3M
IWOIshares Tr	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 Cos	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 Tr	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.

Added to

IWF Ishares Tr+268.2% shares
VTEB Vanguard Mun Bd Fds+17.9% shares
SUB Ishares Tr+10.2% shares
IEFA Ishares Tr+6.0% shares

Reduced

JNJ Johnson & Johnson-5.9% shares

Left the top 50

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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 Tr (IVV) at 5.8%, Nvidia Corporation (NVDA) at 5.1%, Apple Inc (AAPL) at 4.2%, Alphabet Inc (GOOGL) at 3.9% and Amazon Com Inc (AMZN) at 3.0%.

What did MidFirst Bank buy last quarter?

In Q2 2026, MidFirst Bank added Ishares Tr (IWF) (+268.2% shares), Vanguard Mun Bd Fds (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 Corporation (CVX), cut from its top 50 Phillips 66 (PSX), cut from its top 50 Blackrock Inc (BLK), cut from its top 50 Ishares Tr (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.