BancFirst Trust & Investment Management

Holdings as of 2026-06-30, filed 2026-07-23

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 23 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
85
Value reported by manager
$237M
Sum of our stored positions
$237M
should match the line above
Disclosure lag
23 d
quarter end to filing
Top 5 concentration
74.4%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

85 largest shown
IssuerClassValueSharesTypeCUSIP
BANCFIRST CORPCOM$100.5M894,97405945F103
EXXON MOBIL CORPCOM$44.5M327,21230231G102
VANGUARD BD INDEX FDSTOTAL BND MRKT$11.7M158,620921937835
VANGUARD INDEX FDSS&P 500 ETF SHS$10.8M15,852922908363
VANGUARD INDEX FDSSM CP VAL ETF$8.8M36,339922908611
VANGUARD INDEX FDSSM CP VAL ETF$6.4M26,415922908611
VANGUARD BD INDEX FDSSHORT TRM BOND$6.4M81,776921937827
LEVI STRAUSS & CO NEWCL A COM STK$4M165,13052736R102
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT$3.9M55,072921943858
VANGUARD INDEX FDSTOTAL STK MKT$3.4M9,249922908769
VANGUARD BD INDEX FDSINTERMED TERM$2.9M38,261921937819
J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF$2.7M54,09746641Q837
WALMART INCCOM$2.4M21,050931142103
OGE ENERGY CORPCOM$1.7M34,513670837103
APPLE INCCOM$1.6M5,507037833100
ONEOK INC NEWCOM$1.4M16,086682680103
STATE STR SPDR S&P 500 ETF TTR UNIT$1.3M1,68978462F103
VANGUARD INDEX FDSGROWTH ETF$963.8K11,358922908736
NVIDIA CORPORATIONCOM$924.9K4,74467066G104
PALO ALTO NETWORKS INCCOM$889.4K2,679697435105
KRATOS DEFENSE & SEC SOLUTIOCOM NEW$845K17,99850077B207
MICROSOFT CORPCOM$844.4K2,291594918104
BFC CAPITAL TRUST IIPFD TR 7.20%$814.9K30,64605539S206
CATERPILLAR INCCOM$757.3K733149123101
BROADCOM INCCOM$741.9K1,99211135F101
UNION PAC CORPCOM$728.1K2,670907818108
AMAZON COM INCCOM$672.6K2,801023135106
MARRIOTT INTL INC NEWCL A$625.7K1,669571903202
TESLA INCCOM$558.9K1,35788160R101
VANGUARD SCOTTSDALE FDSSHORT TERM TREAS$555.8K9,54192206C102
AMERICAN CENTY ETF TRUS SML CP VALU$541.2K4,341025072877
ELI LILLY & COCOM$525.2K427532457108
BERKSHIRE HATHAWAY INC DELCL B NEW$519.3K1,047084670702
CHEVRON CORPORATIONCOM$450.7K2,675166764100
VANGUARD INDEX FDSVALUE ETF$434.2K1,986922908744
RTX CORPORATIONCOM$433.3K2,31375513E105
MASTERCARD INCORPORATEDCL A$427.6K83957636Q104
ALPHABET INCCAP STK CL A$411.6K1,16402079K305
JPMORGAN CHASE & COCOM$387K1,17546625H100
DEVON ENRGY CORP NEWCOM$384.5K9,15825179M103
BP PLCSPONSORED ADR$378.4K10,132055622104
STARBUCKS CORPCOM$366.3K3,520855244109
ENTERPRISE PRODS PARTNERS LCOM$365.8K9,979293792107
ISHARES TRS&P 500 GRWT ETF$360.6K2,659464287309
HOME DEPOT INCCOM$346.6K988437076102
ISHARES TRS&P 500 VAL ETF$330.7K1,456464287408
EXXON MOBIL CORPCOM$323.3K2,37630231G102
ISHARES TRRUS 1000 GRW ETF$317.1K2,600464287614
DEERE & COCOM$300.2K479244199105
APPLIED MATLS INCCOM$296.6K427038222105
ALPHABET INCCAP STK CL C$291.2K82902079K107
META PLATFORMS INCCL A$281.9K50103030M102
CHUBB LIMITEDCOM$275.7K803H1467J104
SERVICENOW INCCOM$267.9K2,68081762P102
JOHNSON & JOHNSONCOM$253.3K980478160104
ARISTOCRAT LEISURE LTDORD$244.8K6,089Q0521T108
DELTA AIR LINES INCCOM NEW$233.9K2,511247361702
INTUITIVE SURGICAL INCCOM NEW$229.4K56546120E602
ELI LILLY & COCOM$216.5K176532457108
VANGUARD INDEX FDSMCAP GR IDXVIP$211.4K696922908538
ISHARES TRRUS MDCP VAL ETF$209.6K1,271464287473
ISHARES TR3YRTB ETF$208K2,801464288125
SALESFORCE INCCOM$207K1,31179466L302
PROCTER & GAMBLE COCOM$167K1,125742718109
MCDONALDS CORPCOM$139.2K521580135101
AT&T INCCOM$135.8K6,22200206R102
ONEOK INC NEWCOM$135K1,522682680103
MCDONALDS CORPCOM$120.2K450580135101
STATE STR SPDR S&P 500 ETF TTR UNIT$118.6K16078462F103
BANCFIRST CORPCOM$112.3K1,00005945F103
MICROSOFT CORPCOM$102.5K278594918104
PROCTER & GAMBLE COCOM$99.2K668742718109
AT&T INCCOM$93.9K4,30200206R102
OGE ENERGY CORPCOM$59.1K1,200670837103
J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF$53.6K1,06046641Q837
BFC CAPITAL TRUST IIPFD TR 7.20%$52.9K1,98905539S206
STARDUST PWR INCCOM$37.7K23,011854936200
CHEVRON CORPORATIONCOM$29.3K174166764100
NVIDIA CORPORATIONCOM$29.2K15067066G104
AMAZON COM INCCOM$18K75023135106
ALPHABET INCCAP STK CL A$17.7K5002079K305
META PLATFORMS INCCL A$16.9K3003030M102
BROADCOM INCCOM$14.9K4011135F101
TESLA INCCOM$8.2K2088160R102
UNION PAC CORPCOM$6.8K25907818108
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-23

BancFirst Trust & Investment Management — 85 positions reported for 2026Q2 — Tapewire