account_balance

Investment manager · 13F filer · SEC CIK 2077076

MidFirst Bank

Reported value$1.41Bas of Jun 30, 2026
Positions943 49 new, 32 sold out
Top 10 weight33.7%IVV alone is 6%
FiledAug 738 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

What changed

Biggest moves since Mar 31, 2026

Filed Aug 7, 2026, compared with the May 15, 2026 filing
add_circleNew
  • HONA $5.61M
  • SCHG $269K
  • CWEN $205K
  • SCHA $163K
arrow_upwardAdded
  • APH +1366%
  • JPST +33%
  • IVOG +24%
  • VTEB +18%
arrow_downwardTrimmed
remove_circleSold out
  • AEM $406K
  • CWENA $235K
  • AGG $179K
  • FDN $117K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist