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MidFirst Bank

SEC CIK
0002077076
Latest filing
Aug 7, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 25, 2026. Long positions only.

Institution overview
Positions
789
No filing for Q3 2025
Portfolio value
$1.26B
No filing for Q3 2025
Filed
Feb 25, 2026
SEC

MidFirst Bank did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of MidFirst Bank in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
CNCCentene CorpStock3,039$00.0%––History
ABNBAirbnb, Inc.Stock1,195$00.0%––History
NVSNovartis AGADR290$00.0%––History
ACIWAci Worldwide, Inc.Stock4,023$00.0%––History
TELTE Connectivity plcStock508$00.0%––History
JJacobs Solutions Inc.COM1,606$00.0%––History
MTSIMACOM Technology Solutions Holdings, Inc.COM1,450$00.0%––History
CPRICapri Holdings LtdSHS3,136$00.0%––History
PCORProcore Technologies, Inc.COM2,144$00.0%––History
AMRZAmrize LtdSHS3,449$00.0%––History
GLOBGlobant S.A.COM725$00.0%––History
COHRCoherent Corp.COM1,158$00.0%––History
AITApplied Industrial Technologies IncCOM1,125$00.0%––History
AMCRAmcor plcORD17,758$00.0%––History
PCGPG&E CorpStock1$16<0.1%––History
NLOPNet Lease Office PropertiesCOM1$26<0.1%––History
EMBCEmbecta Corp.Stock3$36<0.1%––History
BWABorgwarner IncCOM1$45<0.1%––History
EIXEdison InternationalStock1$60<0.1%––History
LLYVALiberty Live Holdings, Inc.COM SER A1$82<0.1%––History
JOBYJoby Aviation, Inc.COMMON STOCK7$92<0.1%––History
CHTRCharter Communications, Inc.CL A1$209<0.1%––History
OGNOrganon & Co.Stock30$215<0.1%––History
BBWIBath & Body Works, Inc.COM2,524$221<0.1%––History
JACKJack in the Box IncCOM12$227<0.1%––History
JHXJames Hardie Industries plcStock3,124$228<0.1%––History
LWLamb Weston Holdings, Inc.Stock6$251<0.1%––History
MNROMonro, Inc.COM14$281<0.1%––History
FRFirst Industrial Realty Trust IncCOM4,216$286<0.1%––History
MICCMagnum Ice Cream Co N.V.ORD SHS20$317<0.1%––History
MAGNMagnera CorpCOM SHS21$318<0.1%––History
EEExcelerate Energy, Inc.CL A COM14$393<0.1%––History
HUBSHubSpot IncCOM1$401<0.1%––History
PRGOPERRIGO Co plcSHS30$418<0.1%––History
SNBRQSleep Number CorpCOM50$423<0.1%––History
CHEChemed CorpCOM26$427<0.1%––History
PSKYParamount Skydance CorpCOM CL B32$429<0.1%––History
KFRCKforce IncCOM14$433<0.1%––History
HSICHenry Schein IncCOM6$453<0.1%––History
USLMUnited States Lime & Minerals IncCOM4$479<0.1%––History
HURNHuron Consulting Group Inc.Stock3$519<0.1%––History
Vanguard Morningstar Mid-Cap Value ETF922908512ETF3$532<0.1%–––
HSTMHealthstream IncCOM24$554<0.1%––History
UMHUmh Properties, Inc.COM35$557<0.1%––History
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF2$558<0.1%–––
CBTCabot CorpCOM9$597<0.1%––History
STSensata Technologies Holding plcSHS18$599<0.1%––History
GPKGraphic Packaging Holding CoCOM43$648<0.1%––History
WWWWolverine World Wide IncCOM37$672<0.1%––History
NXRTNexPoint Residential Trust, Inc.COM23$692<0.1%––History
NOGNorthern Oil & Gas, Inc.COM33$709<0.1%––History
UFPIUfp Industries IncCOM8$728<0.1%––History
POWIPower Integrations IncCOM21$746<0.1%––History
AZZAzz IncCOM7$750<0.1%––History
WHWyndham Hotels & Resorts, Inc.COM10$756<0.1%––History
FSVFirstService CorpCOM5$778<0.1%––History
KNSLKinsale Capital Group, Inc.Stock2$782<0.1%––History
SHOEShoe Station Group IncCOM47$793<0.1%––History
VLTOVeralto CorpStock8$798<0.1%––History
WSCWillScot Holdings CorpCOM CL A43$810<0.1%––History
WINAWinmark CorpCOM2$810<0.1%––History
ESQEsquire Financial Holdings, Inc.COM8$817<0.1%––History
PRDOPerdoceo Education CorpCOM28$821<0.1%––History
TTDTrade Desk, Inc.Stock23$873<0.1%––History
CNXCConcentrix CorpStock21$873<0.1%––History
ALSumisho Air Lease CorpCL A14$899<0.1%––History
CGNXCognex CorpCOM25$900<0.1%––History
ABEVAmbev S.A.SPONSORED ADR375$926<0.1%––History
MLKNMillerknoll, Inc.COM51$932<0.1%––History
UTZUtz Brands, Inc.COM CL A90$934<0.1%––History
CNSCohen & Steers, Inc.COM15$942<0.1%––History
AMTMAmentum Holdings, Inc.COM33$957<0.1%––History
KWRQuaker Chemical CorpCOM7$961<0.1%––History
UNFUnifirst CorpCOM5$965<0.1%––History
PNTGPennant Group, Inc.COM35$985<0.1%––History
APTVAptiv PLCStock13$989<0.1%––History
CPKChesapeake Utilities CorpCOM8$998<0.1%––History
TRNOTerreno Realty CorpCOM17$998<0.1%––History
CRAICra International, Inc.COM5$1.00K<0.1%––History
LSTRLandstar System IncCOM7$1.01K<0.1%––History
JUNSJupiter Neurosciences, Inc.COM NEW1,000$1.02K<0.1%––History
LKFNLakeland Financial CorpCOM19$1.08K<0.1%––History
FLSFlowserve CorpCOM5,508$1.11K<0.1%––History
CTRECareTrust REIT, Inc.COM31$1.12K<0.1%––History
BIPCBrookfield Infrastructure CorpCOM SUB VTG A25$1.14K<0.1%––History
ZBHZimmer Biomet Holdings, Inc.Stock13$1.17K<0.1%––History
BCBrunswick CorpCOM16$1.19K<0.1%––History
WINGWingstop Inc.COM5$1.19K<0.1%––History
PATKPatrick Industries IncCOM11$1.19K<0.1%––History
iShares Core MSCI Europe ETF46434V738ETF17$1.21K<0.1%–––
HLNEHamilton Lane INCCL A9$1.21K<0.1%––History
DGXQuest Diagnostics IncCOM7$1.22K<0.1%––History
AGMFederal Agricultural Mortgage CorpCL C7$1.23K<0.1%––History
IRMDIradimed CorpCOM13$1.26K<0.1%––History
TNLTravel & Leisure Co.COM18$1.27K<0.1%––History
OZKBank OZKCOM29$1.33K<0.1%––History
BCPCBalchem CorpCOM1,520$1.38K<0.1%––History
YUMCYum China Holdings, Inc.COM29$1.38K<0.1%––History
PRAXPraxis Precision Medicines, Inc.COM NEW5$1.47K<0.1%––History
WALWestern Alliance BancorporationCOM18$1.51K<0.1%––History