StockDriftsStockDriftsTop 50 CoreFirst Bank & Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 5.5% | 38.2K | $11.1M | -1.34%(-520) | $123.00(+149.33%) | 2026-06-30 | |
| CL | Colgate Palmolive Co | 4.98% | 109.2K | $10.0M | -0.82%(-900) | $81.33(+14.44%) | 2026-06-30 | |
| AVDV | Avantis Intl Small Cap Value | 4.87% | 95.1K | $9.8M | -0.79%(-754) | $59.67(+83.98%) | 2026-06-30 | |
| VEA | Vanguard FTSE Developed Markets ETF | 4.16% | 117.5K | $8.4M | +0.36%(+425) | $49.21(+48.32%) | 2026-06-30 | |
| ACIO | Aptus Collared Investment Opp ETF | 3.77% | 164.2K | $7.6M | +4.04%(+6.38K) | $43.40(+9.34%) | 2026-06-30 | |
| IVLU | IShares Edge MSCI Intl Value | 3.4% | 163.6K | $6.8M | -0.37%(-600) | $24.93(+77.52%) | 2026-06-30 | |
| AVUV | Avantis US Small Cap Value | 3.36% | 54.2K | $6.8M | +0.16%(+86) | $81.13(+57.11%) | 2026-06-30 | |
| VYM | Vanguard High Dividend Yield Index | 2.97% | 37.8K | $6.0M | -0.90%(-341) | $107.01(+55.64%) | 2026-06-30 | |
| IVV | Ishares S&P 500 Index Fund | 2.3% | 6.2K | $4.6M | -2.63%(-167) | $481.53(+61.43%) | 2026-06-30 | |
| AVEM | Avantis Emerging Markets Equity ETF | 2.26% | 47.1K | $4.5M | -3.42%(-1.67K) | $51.38(+80.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.55% | +50.31% | +9.31% | +56.08% |
| Top 20 Holdings Unweighted | +13.53% | +46.34% | +8.73% | +51.97% |
CoreFirst Bank & Trust reports $201.10M in US-listed equity holdings across 279 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.5%), CL (5.0%) and AVDV (4.9%). The top 20 holdings account for 54.43% of reported assets. Its disclosed equity book has returned +50.31% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from CoreFirst Bank & Trust’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1845199). View CoreFirst Bank & Trust’s 13F filings on SEC