Back to funds
View filing
MidFirst Bank
hedge fundUpdated 34 days agoManaged by Midfirst Bank • Latest filing Q2 2026
Portfolio value
$1.4B
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 3 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $1.3B |
| Q1 2026 | $1.2B |
| Q2 2026 | $1.4B |
Top holdings
943 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ETHA ISHARES TR | $81.6M | 108.9K | 5.79% | — |
| 2 | N NVDA NVIDIA CORPORATION | $71.3M | 356.3K | 5.06% | — |
| 3 | A AAPL APPLE INC | $59.9M | 207.0K | 4.25% | — |
| 4 | G GOOGN ALPHABET INC | $54.7M | 153.0K | 3.88% | — |
| 5 | A AMZN AMAZON COM INC | $42.1M | 176.5K | 2.98% | — |
| 6 | A AMD ADVANCED MICRO DEVICES INC | $39.6M | 68.2K | 2.81% | — |
| 7 | M MSFT MICROSOFT CORP | $37.7M | 101.0K | 2.67% | — |
| 8 | Q QQQ INVESCO QQQ TR | $30.2M | 41.0K | 2.14% | — |
| 9 | S SPY STATE STR SPDR S&P 500 ETF T | $30M | 40.2K | 2.13% | — |
| 10 | C CAT CATERPILLAR INC | $27.9M | 26.2K | 1.98% | — |
| 11 | L LRCX LAM RESEARCH CORP | $27.5M | 63.4K | 1.95% | — |
| 12 | M META META PLATFORMS INC | $22.2M | 39.4K | 1.57% | — |
| 13 | A AVGO BROADCOM INC | $21.3M | 56.4K | 1.51% | — |
| 14 | J JPM-PM JPMORGAN CHASE & CO | $21.2M | 64.8K | 1.50% | — |
| 15 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $18.2M | 38.0K | 1.29% | — |
| 16 | E ETHA ISHARES TR | $16.9M | 136.0K | 1.20% | — |
| 17 | V VGES VANGUARD MUN BD FDS | $16M | 315.5K | 1.13% | — |
| 18 | E ETN EATON CORP PLC | $15.9M | 37.2K | 1.12% | — |
| 19 | G GS-PD GOLDMAN SACHS GROUP INC | $15.8M | 15.6K | 1.12% | — |
| 20 | J JNJ JOHNSON & JOHNSON | $15.1M | 59.5K | 1.07% | — |