1y return+21.1%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2024: $126 against $130 in the S&P 500.2
Arvest Bank Trust DivisionS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MDYState Str Spdr S&p Midcap 40 | $157.8M | 7.7% | −1.4% |
| EFAIshares Tr | $131.3M | 6.4% | −2.8% |
| IVVIshares Tr | $108.4M | 5.3% | |
| VEAVanguard Tax-managed Fds | $96.0M | 4.7% | |
| IWMIshares Tr | $81.0M | 3.9% | −1.9% |
| WMTWalmart Inc | $69.8M | 3.4% | +4.4% |
| GEMGoldman Sachs Etf Tr | $57.6M | 2.8% | −2.4% |
| RNWGXNew World Fd Inc New | $57.4M | 2.8% | −2.2% |
| SPYState Str Spdr S&p 500 Etf T | $56.2M | 2.7% | −3.6% |
| AAPLApple Inc | $53.0M | 2.6% | −1.2% |
| NVDANvidia Corporation | $51.7M | 2.5% | −1.1% |
| GOOGLAlphabet Inc | $43.6M | 2.1% | −1.5% |
| MUMicron Technology Inc | $42.7M | 2.1% | −14.3% |
| TPYPTortoise Capital Series Trus | $39.0M | 1.9% | −12.7% |
| RSPInvesco Exchange Traded Fd T | $38.6M | 1.9% | |
| EIPIFirst Tr Exchng Traded Fd Vi | $38.4M | 1.9% | −3.9% |
| MSFTMicrosoft Corp | $37.9M | 1.8% | −5.1% |
| SPYMSpdr Series Trust | $35.2M | 1.7% | −1.3% |
| AMZNAmazon Com Inc | $33.1M | 1.6% | −1.5% |
| DALCXUnified Ser Tr | $32.8M | 1.6% | −2.6% |
| WWSYXUltimus Managers Tr | $29.3M | 1.4% | |
| SCZIshares Tr | $25.5M | 1.2% | −1.1% |
| MIEIXMfs Series Trust Xvii | $25.5M | 1.2% | −1.5% |
| LRCXLam Research Corp | $25.3M | 1.2% | −2.5% |
| VWOVanguard Intl Equity Index F | $24.2M | 1.2% | −1.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $25.3M |
| AMDAdvanced Micro Devices Inc | September 30, 2025 | +259.1% | $15.8M |
| AMATApplied Matls Inc | September 30, 2024 | +257.8% | $16.3M |
| ANETArista Networks Inc | March 31, 2025 | +119.3% | $12.7M |
| AVGOBroadcom Inc | September 30, 2024 | +119.0% | $23.1M |
| GOOGLAlphabet Inc | September 30, 2024 | +115.5% | $43.6M |
| NVDANvidia Corporation | September 30, 2024 | +64.8% | $51.7M |
| JNJJohnson & Johnson | September 30, 2024 | +56.7% | $14.5M |
| JPMJpmorgan Chase & Co | September 30, 2024 | +55.2% | $17.7M |
| GEMGoldman Sachs Etf Tr | September 30, 2024 | +48.1% | $57.6M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $12.0M
- KDPKeurig Dr Pepper Inc was $1.1M
- CAGConagra Brands Inc was $530K
- OGEOge Energy Corp was $358K
- PRUFXPrice T Rowe Growth Stk Fd I was $304K
- POMIXRowe T Price Index Tr Inc was $259K
- PRUIXRowe T Price Index Tr Inc was $259K
- LHXL3harris Technologies Inc was $249K
- SVAIXFederated Hermes Equity Fds was $248K
- TRAIXRowe T Price Cap Appreciatio was $214K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.6% | +14.8% |
| March 31, 2026 | −0.6% | −4.6% |
| December 31, 2025 | +2.8% | +2.4% |
| September 30, 2025 | +7.2% | +7.8% |
| June 30, 2025 | +7.3% | +10.5% |
| March 31, 2025 | −0.7% | −4.6% |
| December 31, 2024 | −2.5% | +2.1% |
| December 31, 2021 | +8.1% | +10.7% |
| September 30, 2021 | −1.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Arvest Bank Trust Division Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1625959&type=13F-HR&dateb=&owner=include&count=40CIK 1625959
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1625959/000162595926000003/Filed August 13, 2026 · accession 0001625959-26-000003