StockDriftsStockDriftsTop 50 MidFirst Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.79% | 108.9K | $81.6M | +0.10%(+113) | $677.07(+14.81%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.06% | 356.3K | $71.3M | +1.41%(+4.96K) | $186.49(+18.22%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.25% | 207.0K | $59.9M | -0.26%(-543) | $263.24(+16.50%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.88% | 153.0K | $54.7M | +1.13%(+1.71K) | $278.34(+26.27%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.98% | 176.5K | $42.1M | +0.78%(+1.36K) | $225.15(+22.12%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.81% | 68.2K | $39.6M | +1.14%(+768) | $190.23(+144.99%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.67% | 101.0K | $37.7M | +0.74%(+744) | $499.79(+0.59%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.14% | 41.0K | $30.2M | -4.94%(-2.13K) | $606.70(+18.81%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.13% | 40.2K | $30.0M | -0.16%(-66) | $674.04(+14.76%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 1.98% | 26.2K | $27.9M | +0.46%(+121) | $526.58(+62.52%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +13.71% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.96% |
MidFirst Bank reports $1.41B in US-listed equity holdings across 943 positions in its most recent 13F filing. Its largest disclosed positions are IVV (5.8%), NVDA (5.1%) and AAPL (4.3%). The top 20 holdings account for 47.15% of reported assets. Its disclosed equity book has returned +13.71% cumulatively over 2 quarters. 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 MidFirst Bank’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2077076). View MidFirst Bank’s 13F filings on SEC