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MidFirst Bank

Q1 2026 Holdings

Filed 2026-05-15 | 926 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
PG&E Corp(PCG)COM69331C108$1810.0%
F&G Annuities & Life Inc(FG)COMMON STOCK30190A104$2510.0%
Equity Lifestyle Properties(ELS)COM29472R108$6210.0%
Lauder Estee COS Inc(EL)CL A518439104$7210.0%
Costar Group Inc(CSGP)COM22160N109$8120.0%
Super Micro Computer Inc(SMCI)COM NEW86800U302$9140.0%
Liberty Live Holdings Inc(LLYVA)COM SER A530909100$9210.0%
Fidelity Natl Information SV(FIS)COM31620M106$9420.0%
Camden Ppty TR(CPT)SH BEN INT133131102$9810.0%
Invitation Homes Inc(INVH)COM46187W107$9940.0%
Pinnacle West Cap Corp(PNW)COM723484101$10110.0%
Mccormick & Co Inc(MKC)COM NON VTG579780206$10120.0%
PPG Inds Inc(PPG)COM693506107$10710.0%
Vici Pptys Inc(VICI)COM925652109$10940.0%
Expand Energy Corporation(EXE)COM165167735$11010.0%
General Mills Inc(GIS)COM370334104$11230.0%
Consolidated Edison Inc(ED)COM209115104$11310.0%
Amcor PLC(AMCR)COM NEWG0250X149$12030.0%
Magnum ICE Cream Co NV(MICC)ORD SHSN5505D105$12080.0%
Mosaic Co(MOS)COM61945C103$12850.0%
Tyson Foods Inc(TSN)CL A902494103$12820.0%
Peloton Interactive Inc(PTON)CL A COM70614W100$129300.0%
Brown & Brown Inc(BRO)COM115236101$13020.0%
Centene Corp del(CNC)COM15135B101$13140.0%
Prologis Inc.(PLD)COM74340W103$13210.0%
Smith A O Corp(AOS)COM831865209$13220.0%
Keurig DR Pepper Inc(KDP)COM49271V100$13250.0%
Brown Forman Corp(BF/B)CL B115637209$13250.0%
Host Hotels & Resorts Inc(HST)COM44107P104$13470.0%
Franklin Resources Inc(BEN)COM354613101$14260.0%
Stanley Black & Decker Inc(SWK)COM854502101$14220.0%
Check Point Software Tech LT(CHKP)ORDM22465104$14310.0%
Alliant Energy Corp(LNT)COM018802108$14420.0%
International Flavors&fragra(IFF)COM459506101$14520.0%
MGM Resorts International(MGM)COM552953101$14840.0%
Becton Dickinson & Co(BDX)COM075887109$15810.0%
Hormel Foods Corp(HRL)COM440452100$15970.0%
Vodafone Group PLC(VOD)SPONSORED ADR92857W308$165110.0%
Fortive Corp(FTV)COM34959J108$16630.0%
Align Technology Inc(ALGN)COM016255101$17110.0%
Charles RIV Labs Intl Inc(CRL)COM159864107$17310.0%
Revvity Inc(RVTY)COM714046109$17520.0%
ICL Group LTD(ICL)SHSM53213100$176340.0%
Organon & Co(OGN)COMMON STOCK68622V106$180300.0%
Norwegian Cruise Line Hldgs(NCLH)SHSG66721104$187100.0%
Kimberly-Clark Corp(KMB)COM494368103$19320.0%
First Solar Inc(FSLR)COM336433107$19710.0%
Smurfit Westrock PLC(SW)SHSG8267P108$19950.0%
Magnera Corp(MAGN)COM SHS55939A107$200210.0%
Pool Corp(POOL)COM73278L105$20210.0%
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