MIDFIRST BANK

PrivateCIK: 2077076
Location

OKLAHOMA CITY, OK

926
Positions
$1.21B
Total AUM (reported)
8.72M
Total Shares

Allocation by class

TOTAL AUM$1.21B926 positions
COM$623.53M51.6%
CORE S&P500 ETF$71.09M5.9%
CAP STK CL A$43.50M3.6%
CL A$39.10M3.2%
COM NEW$30.01M2.5%
TR UNIT$26.20M2.2%
UNIT SER 1$24.91M2.1%

Portfolio Concentration

Top 315.3%4–1017.3%11–2517.2%Rest50.1%TOP 1032.6%0%100%
Top 3$185.04M15.3%
4–10$209.14M17.3%
11–25$208.40M17.2%
Rest$605.97M50.1%

Top 3 weight

15.3%

Top 10 weight

32.6%

Voting Authority Distribution

Total shares with voting rights: 8.72M

Sole

Full voting authority

8.72M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole926
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings926
Rows:

ISHARES TR

SOLE
CORE S&P500 ETF
Shares108.83K
TypeSH
Market value$71.09M
5.88%
Sole
108.83K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares351.36K
TypeSH
Market value$61.28M
5.07%
Sole
351.36K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares207.53K
TypeSH
Market value$52.67M
4.36%
Sole
207.53K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares151.26K
TypeSH
Market value$43.50M
3.60%
Sole
151.26K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares100.31K
TypeSH
Market value$37.13M
3.07%
Sole
100.31K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares175.16K
TypeSH
Market value$36.48M
3.02%
Sole
175.16K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares40.28K
TypeSH
Market value$26.20M
2.17%
Sole
40.28K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares43.16K
TypeSH
Market value$24.91M
2.06%
Sole
43.16K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares38.66K
TypeSH
Market value$22.12M
1.83%
Sole
38.66K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares63.94K
TypeSH
Market value$18.81M
1.56%
Sole
63.94K
Shared
0.00
None
0.00

CATERPILLAR INC

SOLE
COM
Shares26.11K
TypeSH
Market value$18.50M
1.53%
Sole
26.11K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares56.34K
TypeSH
Market value$17.44M
1.44%
Sole
56.34K
Shared
0.00
None
0.00

ISHARES TR

SOLE
RUS 1000 GRW ETF
Shares36.93K
TypeSH
Market value$15.75M
1.30%
Sole
36.93K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares63.21K
TypeSH
Market value$15.45M
1.28%
Sole
63.21K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares67.45K
TypeSH
Market value$13.72M
1.14%
Sole
67.45K
Shared
0.00
None
0.00

LAM RESEARCH CORP

SOLE
COM NEW
Shares62.85K
TypeSH
Market value$13.43M
1.11%
Sole
62.85K
Shared
0.00
None
0.00

DORCHESTER MINERALS L P

SOLE
COM UNIT
Shares494.15K
TypeSH
Market value$13.39M
1.11%
Sole
494.15K
Shared
0.00
None
0.00

VANGUARD MUN BD FDS

SOLE
TAX EXEMPT BD
Shares267.54K
TypeSH
Market value$13.35M
1.10%
Sole
267.54K
Shared
0.00
None
0.00

ISHARES TR

SOLE
MSCI INTL QUALTY
Shares288.68K
TypeSH
Market value$13.35M
1.10%
Sole
288.68K
Shared
0.00
None
0.00

EATON CORP PLC

SOLE
SHS
Shares36.69K
TypeSH
Market value$13.12M
1.09%
Sole
36.69K
Shared
0.00
None
0.00

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares15.39K
TypeSH
Market value$13.02M
1.08%
Sole
15.39K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares37.44K
TypeSH
Market value$12.65M
1.05%
Sole
37.44K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE MSCI EAFE
Shares137.84K
TypeSH
Market value$12.48M
1.03%
Sole
137.84K
Shared
0.00
None
0.00

ONEOK INC NEW

SOLE
COM
Shares126.67K
TypeSH
Market value$11.45M
0.95%
Sole
126.67K
Shared
0.00
None
0.00

HONEYWELL INTL INC

SOLE
COM
Shares50.03K
TypeSH
Market value$11.31M
0.94%
Sole
50.03K
Shared
0.00
None
0.00
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