CoreFirst Bank & Trust

Q1 2026 13F-HR Holdings

Location
Topeka, KS
Holdings as of
3/31/2026
Date filed
6/3/2026
Form type
13F-HR
Num holdings
290
Total value ($000)
$188,598
Net value change ($000)
+3,660 (2.0%)
New positions
2
Sold out positions
12
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ACIO 1,333 25.2%
SYLD 1,063 62.5%
UNH 973 144.6%
WMT 935 37.8%
XOM 828 35.2%
CL 683 7.9%
CVX 422 22.2%
IRM 417 22.0%
FYLD 331 19.7%
AVUV 319 5.6%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -1,527 -13.4%
MSFT -1,143 -30.4%
JPM -369 -15.8%
VFVA -228 -16.1%
IVLU -207 -3.1%
ARES -202 -32.5%
ORCL -195 -33.7%
ACN -184 -26.1%
ABBV -181 -18.2%
INTU -176 -35.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type