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MidFirst Bank

Q4 2025 Holdings

Filed 2026-02-25 | 789 holdings | $1.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Northern Oil & Gas Inc(NOG)COM665531307$709330.0%
UFP Industries Inc(UFPI)COM90278Q108$72880.0%
Power Integrations Inc(POWI)COM739276103$746210.0%
AZZ Inc(AZZ)COM002474104$75070.0%
Wyndham Hotels & Resorts Inc(WH)COM98311A105$756100.0%
Firstservice Corp New(FSV)COM33767E202$77850.0%
Kinsale Cap Group Inc(KNSL)COM49714P108$78220.0%
Shoe Carnival Inc(SCVL)COM824889109$793470.0%
Veralto Corp(VLTO)COM SHS92338C103$79880.0%
Willscot Hldgs Corp(WSC)COM CL A971378104$810430.0%
Winmark Corp(WINA)COM974250102$81020.0%
Esquire Finl Hldgs Inc(ESQ)COM29667J101$81780.0%
Perdoceo ED Corp(PRDO)COM71363P106$821280.0%
Concentrix Corp(CNXC)COM20602D101$873210.0%
The Trade Desk Inc(TTD)COM CL A88339J105$873230.0%
AIR Lease Corp(AL)CL A00912X302$899140.0%
Cognex Corp(CGNX)COM192422103$900250.0%
Ambev SA(ABEV)SPONSORED ADR02319V103$9263750.0%
Millerknoll Inc(MLKN)COM600544100$932510.0%
UTZ Brands Inc(UTZ)COM CL A918090101$934900.0%
Cohen & Steers Inc(CNS)COM19247A100$942150.0%
Amentum Holdings Inc(AMTM)COM023939101$957330.0%
Quaker Houghton(KWR)COM747316107$96170.0%
Unifirst Corp Mass(UNF)COM904708104$96550.0%
Pennant Group Inc(PNTG)COM70805E109$985350.0%
Aptiv PLC(APTV)COM SHSG3265R107$989130.0%
Chesapeake Utils Corp(CPK)COM165303108$99880.0%
Terreno Rlty Corp(TRNO)COM88146M101$998170.0%
CRA Intl Inc(CRAI)COM12618T105$1.0K50.0%
Landstar SYS Inc(LSTR)COM515098101$1.0K70.0%
Jupiter Neurosciences Inc(JUNS)COM NEW48208B203$1.0K1,0000.0%
Lakeland Finl Corp(LKFN)COM511656100$1.1K190.0%
Flowserve Corp(FLS)COM34354P105$1.1K5,5080.0%
Caretrust REIT Inc(CTRE)COM14174T107$1.1K310.0%
Brookfield Infrastructure Co(BIPC)COM SUB VTG A11276H106$1.1K250.0%
Zimmer Biomet Holdings Inc(ZBH)COM98956P102$1.2K130.0%
Brunswick Corp(BC)COM117043109$1.2K160.0%
Wingstop Inc(WING)COM974155103$1.2K50.0%
Patrick Inds Inc(PATK)COM703343103$1.2K110.0%
Ishares TR(IEUR)CORE MSCI EURO46434V738$1.2K170.0%
Hamilton Lane Inc(HLNE)CL A407497106$1.2K90.0%
Quest Diagnostics Inc(DGX)COM74834L100$1.2K70.0%
Federal Agric MTG Corp(AGM)CL C313148306$1.2K70.0%
Iradimed Corp(IRMD)COM46266A109$1.3K130.0%
Travel Plus Leisure Co(TNL)COM894164102$1.3K180.0%
Bank OZK Little Rock ARK(OZK)COM06417N103$1.3K290.0%
Balchem Corp(BCPC)COM057665200$1.4K1,5200.0%
YUM China Hldgs Inc(YUMC)COM98850P109$1.4K290.0%
Praxis Precision Medicines I(PRAX)COM NEW74006W207$1.5K50.0%
Western Alliance Bancorp(WAL)COM957638109$1.5K180.0%
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