MidFirst Bank reported 741 positions worth $965.74M for the quarter ended Jun 30, 2026, up 17.5% on the prior quarter. It opened 33 new positions, added to 170, trimmed 96 and exited 17. Its largest holding is Nvidia Corp at 7.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| APH Amphenol Corp | +83.9K | +1,365.8% | $7.40M | 0.822% |
| HONA Honeywell Aerospace Inc. | +25.4K | – | $5.61M | 0.581% |
| SNY Sanofi | +45.2K | +115,835.9% | $1.93M | 0.2% |
| NVDA Nvidia Corp | +4,963 | +1.4% | $993.05K | 7.38% |
| GOOGL Alphabet Inc. | +1,714 | +1.1% | $612.53K | 5.66% |
| AMD Advanced Micro Devices Inc | +768 | +1.1% | $446.14K | 4.1% |
| PM Philip Morris International Inc. | +2,307 | +15.4% | $417.36K | 0.325% |
| META Meta Platforms, Inc. | +698 | +1.8% | $393.18K | 2.3% |
| AMZN Amazon Com Inc | +1,358 | +0.8% | $323.67K | 4.36% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +598 | +1.6% | $285.58K | 1.88% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| UNH Unitedhealth Group Inc | -5,651 | -49.7% | $2.35M | 0.246% |
| LULU lululemon athletica inc. | -9,090 | -99.8% | $1.04M | <0.01% |
| JNJ Johnson & Johnson | -3,729 | -5.9% | $947.05K | 1.56% |
| CVX Chevron Corp | -3,356 | -7.8% | $556.29K | 0.677% |
| PSA Public Storage | -1,559 | -96.6% | $496.24K | <0.01% |
| AMGN Amgen Inc | -1,333 | -4.9% | $482.70K | 0.971% |
| AEM Agnico Eagle Mines Ltd | -2,000 | -100.0% | $405.96K | Exited |
| KO Coca Cola Co | -4,868 | -9.1% | $395.62K | 0.407% |
| GEV GE Vernova Inc. | -181 | -21.3% | $212.65K | 0.081% |
| AAPL Apple Inc. | -543 | -0.3% | $157.12K | 6.2% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| HONA Honeywell Aerospace Inc. | +25.4K | $5.61M | 0.581% |
| CWEN Clearway Energy, Inc. | +6,000 | $205.08K | 0.021% |
| SPCX Space Exploration Technologies Corp | +771 | $131.73K | 0.014% |
| RRR Red Rock Resorts, Inc. | +300 | $19.52K | <0.01% |
| DGX Quest Diagnostics Inc | +64 | $13.57K | <0.01% |
| TTWO Take Two Interactive Software Inc | +48 | $12.00K | <0.01% |
| QBTS D-Wave Quantum Inc. | +500 | $12.00K | <0.01% |
| BROS Dutch Bros Inc. | +150 | $10.77K | <0.01% |
| ASTS AST SpaceMobile, Inc. | +100 | $8.89K | <0.01% |
| GLW Corning Inc | +32 | $8.17K | <0.01% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| AEM Agnico Eagle Mines Ltd | -2,000 | $405.96K | 0.049% |
| WWD Woodward, Inc. | -300 | $107.38K | 0.013% |
| HXL Hexcel Corp | -1,100 | $89.02K | 0.011% |
| CRDO Credo Technology Group Holding Ltd | -500 | $46.94K | <0.01% |
| METC Ramaco Resources, Inc. | -3,000 | $46.38K | <0.01% |
| HIMS Hims & Hers Health, Inc. | -1,800 | $37.37K | <0.01% |
| SF Stifel Financial Corp | -280 | $20.70K | <0.01% |
| FERG Ferguson Enterprises Inc. | -88 | $20.53K | <0.01% |
| CLX Clorox Co | -177 | $18.34K | <0.01% |
| FIGS FIGS, Inc. | -900 | $13.29K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 356.3K | $71.30M | 7.38% | +4,963 | +1.4% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 207.0K | $59.89M | 6.2% | -543 | -0.3% | Reduced | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 153.0K | $54.67M | 5.66% | +1,714 | +1.1% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 176.5K | $42.07M | 4.36% | +1,358 | +0.8% | Added | 0% |
| 5 | AMD Advanced Micro Devices Inc | Technology | 68.2K | $39.63M | 4.1% | +768 | +1.1% | Added | 0% |
| 6 | MSFT Microsoft Corp | Technology | 101.0K | $37.69M | 3.9% | +744 | +0.7% | Added | 0% |
| 7 | CAT Caterpillar Inc | Industrials | 26.2K | $27.93M | 2.89% | +121 | +0.5% | Added | 0.01% |
| 8 | LRCX Lam Research Corp | Technology | 63.4K | $27.47M | 2.84% | +543 | +0.9% | Added | 0.01% |
| 9 | META Meta Platforms, Inc. | Technology | 39.4K | $22.17M | 2.3% | +698 | +1.8% | Added | 0% |
| 10 | AVGO Broadcom Inc. | Technology | 56.4K | $21.29M | 2.2% | +25 | +0.0% | Added | 0% |
| 11 | JPM Jpmorgan Chase & Co | Financial Services | 64.8K | $21.20M | 2.2% | +830 | +1.3% | Added | 0% |
| 12 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 38.0K | $18.17M | 1.88% | +598 | +1.6% | Added | 0% |
| 13 | ETN Eaton Corp plc | Industrials | 37.2K | $15.86M | 1.64% | +529 | +1.4% | Added | 0.01% |
| 14 | GS Goldman Sachs Group Inc | Financial Services | 15.6K | $15.76M | 1.63% | +191 | +1.2% | Added | 0.01% |
| 15 | JNJ Johnson & Johnson | Healthcare | 59.5K | $15.11M | 1.56% | -3,729 | -5.9% | Reduced | 0% |
Tip. Select a row to see that position’s full history at MidFirst Bank.
As of its Q2 2026 13F filing, MidFirst Bank’s five largest positions were Nvidia Corp (NVDA) at 7.4%, Apple Inc. (AAPL) at 6.2%, Alphabet Inc. (GOOGL) at 5.7%, Amazon Com Inc (AMZN) at 4.4%, Advanced Micro Devices Inc (AMD) at 4.1% of the reported portfolio.
MidFirst Bank reported a 13F portfolio worth $965.74M across 741 positions for Q2 2026. That is up 17.5% from the previous quarter.
Its largest purchases by value were Amphenol Corp ($7.40M), Honeywell Aerospace Inc. ($5.61M), Sanofi ($1.93M). It opened 33 new positions.
Its largest sales by value were Unitedhealth Group Inc ($2.35M), lululemon athletica inc. ($1.04M), Johnson & Johnson ($947.05K). It exited 17 positions entirely.
From the Form 13F-HR reports MidFirst Bank files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.