Returns–Not enough quarters yet
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.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $81.6M | 5.8% | |
| NVDANvidia Corporation | $71.3M | 5.1% | +1.4% |
| AAPLApple Inc | $59.9M | 4.2% | |
| GOOGLAlphabet Inc | $54.7M | 3.9% | +1.1% |
| AMZNAmazon Com Inc | $42.1M | 3.0% | |
| AMDAdvanced Micro Devices Inc | $39.6M | 2.8% | +1.1% |
| MSFTMicrosoft Corp | $37.7M | 2.7% | |
| QQQInvesco Qqq Tr | $30.2M | 2.1% | −4.9% |
| SPYState Str Spdr S&p 500 Etf T | $30.0M | 2.1% | |
| CATCaterpillar Inc | $27.9M | 2.0% | |
| LRCXLam Research Corp | $27.5M | 1.9% | |
| METAMeta Platforms Inc | $22.2M | 1.6% | +1.8% |
| AVGOBroadcom Inc | $21.3M | 1.5% | |
| JPMJpmorgan Chase & Co | $21.2M | 1.5% | +1.3% |
| TSMTaiwan Semiconductor Manufac | $18.2M | 1.3% | +1.6% |
| IWFIshares Tr | $16.9M | 1.2% | −8.0% |
| VTEBVanguard Mun Bd Fds | $16.0M | 1.1% | +17.9% |
| Eaton Corp PLCCUSIP G29183103 | $15.9M | 1.1% | +1.4% |
| GSGoldman Sachs Group Inc | $15.8M | 1.1% | +1.2% |
| JNJJohnson & Johnson | $15.1M | 1.1% | −5.9% |
| IEFAIshares Tr | $14.1M | 1.0% | +6.0% |
| IQLTIshares Tr | $13.8M | 1.0% | −3.8% |
| LLYEli Lilly & Co | $12.8M | 0.9% | |
| DMLPDorchester Minerals L P | $12.6M | 0.9% | +1.3% |
| XLKSelect Sector Spdr Tr | $12.4M | 0.9% |
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 |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $39.6M |
| LRCXLam Research Corp | December 31, 2025 | +153.1% | $27.5M |
| CATCaterpillar Inc | December 31, 2025 | +85.9% | $27.9M |
| CRWDCrowdstrike Hldgs Inc | December 31, 2025 | +62.8% | $12.2M |
| TSMTaiwan Semiconductor Manufac | December 31, 2025 | +57.2% | $18.2M |
| Eaton Corp PLCCUSIP G29183103 | December 31, 2025 | +33.8% | $15.9M |
| XLKSelect Sector Spdr Tr | December 31, 2025 | +32.3% | $12.4M |
| JNJJohnson & Johnson | December 31, 2025 | +22.7% | $15.1M |
| QQQInvesco Qqq Tr | December 31, 2025 | +19.9% | $30.2M |
| Oneok Inc NewCUSIP 682680103 | December 31, 2025 | +18.3% | $11.1M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $11.3M
- Dupont De Nemours IncCUSIP 26614N102 was $834K
- AEMAgnico Eagle Mines Ltd was $406K
- Clearway Energy IncCUSIP 18539C105 was $235K
- AGGIshares Tr was $179K
- FDNFirst Tr Exchange-traded Fd was $117K
- WWDWoodward Inc was $107K
- IUSBIshares Tr was $98K
- CTRACoterra Energy Inc was $92K
- HXLHexcel Corp New was $89K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.7% | +14.8% |
| March 31, 2026 | −2.6% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: MidFirst Bank Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2077076&type=13F-HR&dateb=&owner=include&count=40CIK 2077076
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2077076/000207707626000005/Filed August 7, 2026 · accession 0002077076-26-000005