MidFirst Bank
13F holdings for Q2 2026 · DENVER, CO · filed August 7, 2026
MidFirst Bank reported $1.4B in 13F securities across 943 holdings for Q2 2026, in a Form 13F filed August 7, 2026. The largest positions were iShares TR (5.8%), NVDA (5.1%), AAPL (4.2%). Reported value rose 16.7% from the quarter before. It opened 52 new positions, added to 211, trimmed 131 and sold out of 35.
- 13F value Q2 2026
- $1.4B
- Holdings
- 943
- Change vs prior quarter
- +16.7%
- Rank by 13F value
- #2,043
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| iShares TR | $81.6M | 5.8% | 108,944 | +0.1% | Added |
| NVDA NVIDIA Corporation | $71.3M | 5.1% | 356,324 | +1.4% | Added |
| AAPL Apple Inc. | $59.9M | 4.2% | 206,987 | -0.3% | Trimmed |
| GOOGL Alphabet Inc. | $54.7M | 3.9% | 152,970 | +1.1% | Added |
| AMZN Amazon.com Inc. | $42.1M | 3.0% | 176,520 | +0.8% | Added |
| AMD Advanced Micro Devices Inc. | $39.6M | 2.8% | 68,218 | +1.1% | Added |
| MSFT Microsoft Corporation | $37.7M | 2.7% | 101,049 | +0.7% | Added |
| QQQ Invesco QQQ Trust, Series 1 | $30.2M | 2.1% | 41,024 | -4.9% | Trimmed |
| SPY State Street SPDR S&P 500 ETF Trust Unit | $30.0M | 2.1% | 40,214 | -0.2% | Trimmed |
| CAT Caterpillar Inc. | $27.9M | 2.0% | 26,232 | +0.5% | Added |
| LRCX Lam Research Corporation | $27.5M | 1.9% | 63,391 | +0.9% | Added |
| META Meta Platforms Inc. | $22.2M | 1.6% | 39,356 | +1.8% | Added |
| AVGO Broadcom Inc. | $21.3M | 1.5% | 56,370 | 0% | Unchanged |
| JPM JP Morgan Chase & Co. | $21.2M | 1.5% | 64,768 | +1.3% | Added |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $18.2M | 1.3% | 38,040 | +1.6% | Added |
| iShares Russell 1000 Growth ETF | $16.9M | 1.2% | 135,960 | +268.2% | Added |
| Vanguard Tax-Exempt Bond ETF | $16.0M | 1.1% | 315,544 | +17.9% | Added |
| Eaton Corp PLC SHS | $15.9M | 1.1% | 37,220 | +1.4% | Added |
| GS Goldman Sachs Group Inc. | $15.8M | 1.1% | 15,581 | +1.2% | Added |
| JNJ Johnson & Johnson | $15.1M | 1.1% | 59,477 | -5.9% | Trimmed |
| iShares Core Msci Eafe ETF | $14.1M | 1.0% | 146,065 | +6.0% | Added |
| iShares TR | $13.8M | 1.0% | 277,660 | -3.8% | Trimmed |
| LLY Eli Lilly and Company | $12.8M | 0.9% | 10,672 | +0.3% | Added |
| DMLP Dorchester Minerals L.P. | $12.6M | 0.9% | 500,743 | +1.3% | Added |
| Select Sector SPDR TR | $12.4M | 0.9% | 64,967 | -0.9% | Trimmed |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $1.4B in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- iShares Russell 1000 Growth ETF Added+$12.3M
- APH Amphenol Corporation Added+$7.4M
- HON Honeywell International Inc. New+$5.7M
- HONA Honeywell Aerospace Inc. New+$5.6M
- Vanguard Tax-Exempt Bond ETF Added+$2.4M
- SNY Sanofi Added+$1.9M
- J P Morgan Exchange Traded F Added+$1.2M
- iShares Short-Term National Muni Bond ETF Added+$1.1M
- Vanguard Admiral FDS Inc Added+$1.1M
- NVDA NVIDIA Corporation Added+$993K
Biggest sells in Q2 2026
- Honeywell Intl Inc Sold out-$11.3M
- UNH UnitedHealth Group Incorporated Trimmed-$2.3M
- QQQ Invesco QQQ Trust, Series 1 Trimmed-$1.6M
- LULU lululemon athletica inc. Trimmed-$1.0M
- JNJ Johnson & Johnson Trimmed-$947K
- DuPont de Nemours, Inc. Sold out-$834K
- SPDR Series Trust Trimmed-$689K
- CVX Chevron Corporation Trimmed-$556K
- iShares TR Trimmed-$546K
- PSA Public Storage Trimmed-$496K
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 52 new, 211 added, 131 trimmed, 35 sold out.
Sector mix
- Technology30.8%
- Not listed with us29.6%
- Consumer Discretionary9.9%
- Finance6.9%
- Health Care5.4%
- Industrials4.4%
- Energy3.2%
- n/a2.9%
- Funds and other2.4%
- Utilities2.1%
- Telecommunications0.9%
- Real Estate0.8%
13F value by quarter
More holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| V Visa Inc. | $12.2M | 0.9% | 35,647 | +1.0% | Added |
| CRWD CrowdStrike Holdings Inc. | $12.2M | 0.9% | 15,959 | +2.0% | Added |
| iShares Short-Term National Muni Bond ETF | $12.1M | 0.9% | 113,968 | +10.2% | Added |
| Oneok Inc New | $11.1M | 0.8% | 127,150 | +0.4% | Added |
| iShares TR | $11.0M | 0.8% | 108,825 | +4.9% | Added |
| iShares Russell Mid-Cap Growth ETF | $10.8M | 0.8% | 73,734 | -0.2% | Trimmed |
| iShares TR | $10.8M | 0.8% | 78,171 | -1.5% | Trimmed |
| iShares Russell Mid-Cap Value ETF | $10.3M | 0.7% | 62,850 | -0.9% | Trimmed |
| ABBV AbbVie Inc. | $10.3M | 0.7% | 41,007 | +1.8% | Added |
| COST Costco Wholesale Corporation | $10.1M | 0.7% | 10,785 | +0.7% | Added |
| SCHW Charles Schwab Corporation | $9.8M | 0.7% | 105,826 | +0.4% | Added |
| PHM PulteGroup Inc. | $9.8M | 0.7% | 71,124 | +2.2% | Added |
| Vanguard S&P Mid-Cap 400 Value ETF | $9.6M | 0.7% | 84,562 | +0.6% | Added |
| iShares Core S&P Mid-Cap ETF | $9.4M | 0.7% | 122,015 | +2.6% | Added |
| AMGN Amgen Inc. | $9.4M | 0.7% | 25,893 | -4.9% | Trimmed |
| HD Home Depot Inc. | $9.3M | 0.7% | 26,281 | +1.9% | Added |
| iShares TR | $9.2M | 0.7% | 23,443 | -1.0% | Trimmed |
| WMT Walmart Inc. | $8.8M | 0.6% | 77,807 | +0.4% | Added |
| KLAC KLA Corporation | $8.7M | 0.6% | 28,900 | +0.2% | Added |
| WMB Williams Companies Inc. | $8.6M | 0.6% | 115,890 | 0% | Unchanged |
| PANW Palo Alto Networks Inc. | $8.6M | 0.6% | 25,256 | -1.1% | Trimmed |
| WM Waste Management Inc. | $8.3M | 0.6% | 37,198 | +2.0% | Added |
| RBA RB Global Inc. | $8.0M | 0.6% | 68,523 | +2.4% | Added |
| APH Amphenol Corporation | $7.9M | 0.6% | 45,016 | +1366% | Added |
| iShares S&P Mid-Cap 400 Value ETF | $7.8M | 0.6% | 52,980 | -0.4% | Trimmed |
Showing the 50 largest of 943 share positions. The full filing on SEC EDGAR
Questions about MidFirst Bank
- What does MidFirst Bank own?
- In its Form 13F for Q2 2026, MidFirst Bank reported 943 holdings worth $1.4B. The five largest were iShares TR, NVDA, AAPL, GOOGL, AMZN.
- What did MidFirst Bank buy and sell in Q2 2026?
- MidFirst Bank opened 52 new positions, added to 211, trimmed 131 and sold out of 35 compared with the quarter before.
- When did MidFirst Bank file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed August 7, 2026.
From Form 13F filed by MidFirst Bank (SEC CIK 0002077076) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds