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Bokf, NA

SEC CIK
0000009634
Latest filing
Aug 10, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 11, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
1,161
+270 vs. Q4 2022
Portfolio value
$4.78B
−$640.8M (−11.8%) vs. Q4 2022
Filed
May 11, 2023
SEC
Holdings of Bokf, NA in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr464287622RUS 1000 ETF1,268,279$285.7M6.0%+42,547+3.5%Added–
XOMExxonMobil Holdings CorpCOM1,908,869$209.3M4.4%−102,923−5.1%ReducedHistory
MSFTMicrosoft CorpStock503,110$145.0M3.0%−86,279−14.6%ReducedHistory
AAPLApple Inc.Stock857,522$141.4M3.0%−228,382−21.0%ReducedHistory
iShares MSCI Eafe ETF464287465ETF1,216,348$87.0M1.8%−94,709−7.2%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF340,373$85.1M1.8%−11,012−3.1%Reduced–
SPYSPDR S&P 500 ETF TrustETF144,555$59.2M1.2%−99,887−40.9%ReducedHistory
BOKFBok Financial CorpCOM NEW674,274$56.9M1.2%+31,196+4.9%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF1,313,212$53.1M1.1%−971−0.1%Reduced–
ABBVAbbVie Inc.Stock331,058$52.8M1.1%−42,893−11.5%ReducedHistory
AMZNAmazon Com IncStock475,569$49.1M1.0%−4,948−1.0%ReducedHistory
iShares Select Dividend ETF464287168ETF416,520$48.8M1.0%−48,793−10.5%Reduced–
iShares Core S&P Small Cap ETF464287804ETF504,715$48.8M1.0%−11,702−2.3%Reduced–
iShares Core S&P 500 ETF464287200ETF118,406$48.7M1.0%−11,061−8.5%Reduced–
PEPPepsiCo IncStock261,424$47.7M1.0%−33,724−11.4%ReducedHistory
PGProcter & Gamble CoStock319,690$47.5M1.0%−29,560−8.5%ReducedHistory
JNJJohnson & JohnsonStock304,636$47.2M1.0%−48,496−13.7%ReducedHistory
MRKMerck & Co., Inc.Stock418,527$44.5M0.9%−42,268−9.2%ReducedHistory
GOOGLAlphabet Inc.Stock425,032$44.1M0.9%−49,729−10.5%ReducedHistory
AAONAaon, Inc.COM PAR $0.004445,939$43.1M0.9%+372+0.1%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF930,210$42.0M0.9%−74,480−7.4%Reduced–
GOOGAlphabet Inc.Stock380,431$39.6M0.8%−74,176−16.3%ReducedHistory
UNHUnitedHealth Group IncStock80,627$38.1M0.8%−16,878−17.3%ReducedHistory
KOCoca Cola CoStock612,122$38.0M0.8%−54,840−8.2%ReducedHistory
LMTLockheed Martin CorpStock80,242$37.9M0.8%+1,087+1.4%AddedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF529,835$37.9M0.8%−160,212−23.2%Reduced–
AVGOBroadcom Inc.Stock57,439$36.8M0.8%−7,529−11.6%ReducedHistory
iShares S&P Mid-Cap 400 Value ETF464287705ETF353,010$36.3M0.8%−11,689−3.2%Reduced–
MCDMcDonalds CorpStock123,844$34.6M0.7%−7,288−5.6%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF106,871$34.3M0.7%−16,564−13.4%Reduced–
CSCOCisco Systems, Inc.Stock630,277$32.9M0.7%−53,193−7.8%ReducedHistory
JPMJPMorgan Chase & CoStock236,765$30.9M0.6%−63,472−21.1%ReducedHistory
OKEONEOK IncCOM482,559$30.7M0.6%+57,951+13.6%AddedHistory
HDHome Depot, Inc.Stock103,892$30.7M0.6%−16,743−13.9%ReducedHistory
WMTWalmart Inc.Stock201,217$29.7M0.6%−7,897−3.8%ReducedHistory
CVXChevron CorpStock179,296$29.3M0.6%−39,738−18.1%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF290,989$29.0M0.6%−1,045,340−78.2%Reduced–
BRK.BBerkshire Hathaway IncStock92,990$28.7M0.6%−18,749−16.8%ReducedHistory
Vanguard S&P 500 ETF922908363ETF71,760$27.0M0.6%−5,596−7.2%Reduced–
iShares Tr464288885EAFE GRWTH ETF284,608$26.7M0.6%−200,032−41.3%Reduced–
TMOThermo Fisher Scientific Inc.Stock44,634$25.7M0.5%−7,041−13.6%ReducedHistory
MAMastercard IncStock70,148$25.5M0.5%−6,056−7.9%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF102,016$24.9M0.5%−30,728−23.1%Reduced–
VVisa Inc.Stock105,917$23.9M0.5%−6,910−6.1%ReducedHistory
COSTCostco Wholesale CorpStock46,823$23.3M0.5%−4,033−7.9%ReducedHistory
LLYEli Lilly & CoStock64,673$22.2M0.5%−3,747−5.5%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF340,613$21.8M0.5%−110,596−24.5%Reduced–
UNPUnion Pacific CorpStock107,863$21.7M0.5%−27,036−20.0%ReducedHistory
NVDANVIDIA CorpStock77,728$21.6M0.5%−33,021−29.8%ReducedHistory
DUKDuke Energy CORPStock221,861$21.4M0.4%−22,852−9.3%ReducedHistory
AMGNAmgen IncStock83,396$20.2M0.4%−19,561−19.0%ReducedHistory
COPConocoPhillipsStock197,352$19.6M0.4%−11,467−5.5%ReducedHistory
ABTAbbott LaboratoriesStock187,882$19.0M0.4%−26,141−12.2%ReducedHistory
AEPAmerican Electric Power Co IncStock208,490$19.0M0.4%−27,914−11.8%ReducedHistory
DHRDanaher CorpStock72,588$18.3M0.4%−12,369−14.6%ReducedHistory
TXNTexas Instruments IncStock98,132$18.3M0.4%−41,840−29.9%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF72,396$18.1M0.4%−18,019−19.9%Reduced–
iShares Tr464288877EAFE VALUE ETF369,382$17.9M0.4%−39,649−9.7%Reduced–
RTXRTX CorpStock182,085$17.8M0.4%−32,867−15.3%ReducedHistory
SPDR Series Trust78464A763ST STR SP DIV141,895$17.6M0.4%−15,948−10.1%Reduced–
PXDPioneer Natural Resources CoCOM84,905$17.3M0.4%−8,741−9.3%ReducedHistory
PFEPfizer IncStock418,598$17.1M0.4%−206,256−33.0%ReducedHistory
PSXPhillips 66Stock166,899$16.9M0.4%−28,705−14.7%ReducedHistory
Vanguard Real Estate ETF922908553ETF197,070$16.4M0.3%−12,456−5.9%Reduced–
METAMeta Platforms, Inc.Stock77,025$16.3M0.3%−35,754−31.7%ReducedHistory
NEENextera Energy IncStock210,990$16.3M0.3%−28,832−12.0%ReducedHistory
LINLinde PLCStock45,472$16.2M0.3%+15,882+53.7%AddedHistory
iShares S&P 500 Value ETF464287408ETF105,899$16.1M0.3%−11,921−10.1%Reduced–
EMREmerson Electric CoStock182,014$15.9M0.3%+208+0.1%AddedHistory
VZVerizon Communications IncStock406,862$15.8M0.3%−205,061−33.5%ReducedHistory
CAHCardinal Health IncStock207,775$15.7M0.3%+14,355+7.4%AddedHistory
CTRACoterra Energy Inc.Stock637,417$15.6M0.3%+145,217+29.5%AddedHistory
DOWDow Inc.Stock284,291$15.6M0.3%+20,609+7.8%AddedHistory
iShares Tr464288687PFD AND INCM SEC498,917$15.6M0.3%−17,599−3.4%Reduced–
CDNSCadence Design Systems IncStock73,689$15.5M0.3%−14,937−16.9%ReducedHistory
MDTMedtronic plcStock191,416$15.4M0.3%+115,779+153.1%AddedHistory
SLBSLB LimitedStock302,788$14.9M0.3%−18,833−5.9%ReducedHistory
TSLATesla, Inc.Stock68,723$14.3M0.3%−12,087−15.0%ReducedHistory
ADBEAdobe Inc.Stock36,625$14.1M0.3%−7,291−16.6%ReducedHistory
AMATApplied Materials IncStock114,450$14.1M0.3%−9,850−7.9%ReducedHistory
ORLYO Reilly Automotive IncStock16,397$13.9M0.3%−1,279−7.2%ReducedHistory
INTUIntuit Inc.Stock30,712$13.7M0.3%−9,971−24.5%ReducedHistory
NEMNEWMONT CorpStock276,218$13.5M0.3%+221,930+408.8%AddedHistory
ACNAccenture plcStock45,483$13.0M0.3%−23,922−34.5%ReducedHistory
GLWCorning IncCOM365,266$12.9M0.3%+41,291+12.7%AddedHistory
IAUiShares Gold TrustETF343,128$12.8M0.3%−72,659−17.5%ReducedHistory
PRUPrudential Financial IncStock154,785$12.8M0.3%+16,128+11.6%AddedHistory
ORCLOracle CorpStock137,226$12.8M0.3%−28,926−17.4%ReducedHistory
iShares Russell Midcap ETF464287499ETF176,498$12.3M0.3%−44,681−20.2%Reduced–
Vanguard Morningstar Mid-Cap ETF922908629ETF58,433$12.3M0.3%−9,815−14.4%Reduced–
BMYBristol Myers Squibb CoStock177,328$12.3M0.3%+21,191+13.6%AddedHistory
OGSONE Gas, Inc.COM154,749$12.3M0.3%+127,128+460.3%AddedHistory
FEFirstenergy CorpCOM304,965$12.2M0.3%−1,067−0.3%ReducedHistory
iShares Russell Mid-Cap Value ETF464287473ETF113,919$12.1M0.3%−7,351−6.1%Reduced–
QCOMQualcomm IncStock94,644$12.1M0.3%−11,042−10.4%ReducedHistory
iShares Tr464288612INTRM GOV CR ETF115,523$12.1M0.3%+17,035+17.3%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF58,664$12.0M0.3%−3,821−6.1%Reduced–
iShares Russell Mid-Cap Growth ETF464287481ETF130,796$11.9M0.2%−6,881−5.0%Reduced–
SPGIS&P Global Inc.Stock34,537$11.9M0.2%−17,643−33.8%ReducedHistory
CMCSAComcast CorpStock310,049$11.8M0.2%−77,874−20.1%ReducedHistory

Options (2)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Bokf, NA in Q1 2023
SecurityClassPutsCalls
Merck & Co. Inc58933Y905CALL–$425.3K
AbbVie Inc00287Y909CALL–$324.0K

Sold out since Q4 2022 (112)

Positions held at the end of Q4 2022 that are gone from this filing.

The largest 100 of 112 by value last quarter.

Positions of Bokf, NA sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
TXNMTXNM Energy IncCOM88,923$4.34M0.1%History
EWBCEast West Bancorp IncCOM48,313$3.18M0.1%History
ITTItt Inc.COM33,726$2.74M0.1%History
INFYInfosys LtdSPONSORED ADR119,920$2.16M<0.1%History
PTENPatterson Uti Energy IncCOM121,403$2.04M<0.1%History
MOSMosaic CoCOM41,802$1.83M<0.1%History
NARIInari Medical, Inc.Stock25,090$1.59M<0.1%History
BPOPPopular, Inc.COM NEW19,097$1.27M<0.1%History
WLKWestlake CorpCOM11,879$1.22M<0.1%History
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF23,792$1.21M<0.1%–
SPDR Series Trust78468R739ST NUVE TERM ETF24,589$1.16M<0.1%–
Vanguard Communication Services ETF92204A884ETF13,309$1.09M<0.1%–
Signature BK New York N Y82669G104COM9,268$1.07M<0.1%–
GENGen Digital Inc.Stock49,283$1.06M<0.1%History
Victory Portfolios II92647N766VCSHS US 500 VOL15,462$1.05M<0.1%–
LSTRLandstar System IncCOM6,239$1.02M<0.1%History
NAPADuckhorn Portfolio, Inc.COM61,281$1.02M<0.1%History
RBCRBC Bearings INCCOM4,757$995.9K<0.1%History
Proshares Ultrapro Short Qqq - US ETP74347G432Exchange-Traded Fund18,181$982.0K<0.1%–
RLIRli CorpCOM6,959$913.5K<0.1%History
BAHBooz Allen Hamilton Holding CorpCL A8,712$910.6K<0.1%History
BOHBank of Hawaii CorpCOM11,685$906.3K<0.1%History
ProShares Tr74347B110ULTRAPRO SHORT S52,655$888.3K<0.1%–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT18,696$886.4K<0.1%–
UNFUnifirst CorpCOM4,428$854.6K<0.1%History
VNTVontier CorpStock44,101$852.5K<0.1%History
EVTCEVERTEC, Inc.COM25,736$833.3K<0.1%History
iShares Tr464288158SHRT NAT MUN ETF7,837$817.2K<0.1%–
iShares Tr46435G409MSCI INTL VLU FT34,776$805.8K<0.1%–
LESLLeslie's, Inc.COM64,468$787.2K<0.1%History
FIZZNational Beverage CorpCOM16,695$776.8K<0.1%History
CHRWC. H. Robinson Worldwide, Inc.COM NEW8,463$774.9K<0.1%History
CAKECheesecake Factory IncCOM23,470$744.2K<0.1%History
AMRCAmeresco, Inc.CL A12,000$685.7K<0.1%History
SYBTStock Yards Bancorp, Inc.COM10,411$676.5K<0.1%History
ROADConstruction Partners, Inc.COM CL A25,202$672.6K<0.1%History
Vanguard Whitehall FDS921946810INTL DVD ETF9,424$656.2K<0.1%–
Goldman Sachs ETF Tr381430529ACCES TREASURY6,292$627.4K<0.1%–
LTHMLivent Corp.COM31,294$621.8K<0.1%History
AWIArmstrong World Industries IncCOM9,049$620.7K<0.1%History
iShares Inc464286525MSCI GBL MIN VOL6,212$590.3K<0.1%–
FULFuller H B CoStock8,214$588.3K<0.1%History
WDFCWD 40 CoCOM3,547$571.8K<0.1%History
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF4,979$547.4K<0.1%–
iShares Tr46435G268RUSEL 2500 ETF10,170$540.4K<0.1%–
HLMNHillman Solutions Corp.COM70,340$507.2K<0.1%History
JBTMJBT Marel CorpCOM5,432$496.1K<0.1%History
LKFNLakeland Financial CorpCOM6,783$495.0K<0.1%History
BEBloom Energy CorpCOM CL A25,325$484.2K<0.1%History
Invesco Exchange Traded FD T46137V571GLOBAL DRGN CN16,925$462.6K<0.1%–
BMIBadger Meter IncCOM4,022$438.5K<0.1%History
FLRFluor CorpStock12,325$427.2K<0.1%History
PTCTPTC Therapeutics, Inc.COM10,887$415.6K<0.1%History
iShares Tr46434V282U S EQUITY FACTR10,604$413.7K<0.1%–
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ7,869$387.8K<0.1%–
Vanguard World FD921910709EXTENDED DUR4,628$383.3K<0.1%–
iShares Tr464288281JPMORGAN USD EMG4,506$381.2K<0.1%–
VanEck ETF Trust92189H201INTRMDT MUNI ETF8,292$378.2K<0.1%–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW5,947$353.5K<0.1%–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF8,887$345.6K<0.1%–
Pgim ETF Tr69344A107PGIM ULTRA SH BD6,910$339.3K<0.1%–
WTMWhite Mountains Insurance Group LtdCOM238$336.6K<0.1%History
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL8,054$313.6K<0.1%–
KNXKnight-Swift Transportation Holdings Inc.CL A5,683$297.8K<0.1%History
iShares Inc46434G509CUR HD MSCI EM12,781$293.2K<0.1%–
FMXMexican Economic Development IncSPON ADR UNITS3,648$285.0K<0.1%History
LSCCLattice Semiconductor CorpCOM4,323$280.5K<0.1%History
EVHEvolent Health, Inc.CL A9,917$278.5K<0.1%History
iShares Tr464288372GLB INFRASTR ETF6,014$275.7K<0.1%–
RBARB Global Inc.COM4,654$269.1K<0.1%History
American Centy ETF Tr025072877US SML CP VALU3,564$265.6K<0.1%–
VVXV2X, Inc.COM6,364$262.8K<0.1%History
KNSLKinsale Capital Group, Inc.Stock999$261.3K<0.1%History
Pacer US Cash Cows 100 ETF69374H881ETF5,624$260.1K<0.1%–
RPMRPM International IncCOM2,569$250.3K<0.1%History
First Tr Exchange-Traded FD336917109SHS6,684$244.4K<0.1%–
PNFPPinnacle Financial Partners, Inc.COM3,255$238.9K<0.1%History
WisdomTree Tr97717W208US HIGH DIVIDEND2,750$236.7K<0.1%–
LGTYLogility Supply Chain Solutions, IncCL A15,710$230.6K<0.1%History
Schwab U.S. REIT ETF808524847ETF11,899$229.5K<0.1%–
MFGMizuho Financial Group IncSPONSORED ADR80,727$229.3K<0.1%History
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM30,000$226.5K<0.1%History
DOORMasonite International CorpCOM2,792$225.1K<0.1%History
First Tr Exchng Traded FD VI33740F771FT VEST US6,701$223.4K<0.1%–
NMCONuveen Municipal Credit Opportunities FundCOM20,100$220.9K<0.1%History
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR15,531$219.0K<0.1%History
HSBCHSBC Holdings PLCSPON ADR NEW6,977$217.4K<0.1%History
CPECallon Petroleum CoCOM5,782$214.5K<0.1%History
PIMCO ETF Tr72201R88225YR+ ZERO U S2,450$213.9K<0.1%–
iShares Tr46435U713US INFRASTRUC5,884$213.4K<0.1%–
J P Morgan Exchange Traded F46641Q134INTRNL RES EQT4,223$211.4K<0.1%–
Invesco Actively Managed Exc46090A887ULTRA SHRT DUR4,232$209.3K<0.1%–
PIMCO ETF Tr72201R718ENHNCD LW DUR AC2,183$205.8K<0.1%–
GTLSChart Industries IncCOM1,781$205.2K<0.1%History
MUIBlackRock Municipal Credit Alpha Portfolio, Inc.COM18,100$205.1K<0.1%History
HALOHalozyme Therapeutics, Inc.COM3,532$201.0K<0.1%History
MHDBlackRock Muniholdings Fund, Inc.COM16,400$199.1K<0.1%History
RYAMRayonier Advanced Materials Inc.COM20,475$196.6K<0.1%History
FPFFirst Trust Intermediate Duration Preferred & Income FundCOM11,330$191.1K<0.1%History
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM18,100$154.9K<0.1%History