BancFirst Trust & Investment Management

CIK: 0001914099Latest portfolio: $242.6M · Q4 2025

Holdings

38

Total Value

$242.6M

New Positions

0

Closed Positions

4

#StockSharesValue% PortfolioChangeType
1
BANFBANCFIRST CORP
852,081$92.1M37.95%-34,490
2
XOMEXXON MOBIL CORP
329,281$39.8M16.42%+30
3
WMTWALMART INC
326,622$36.6M15.07%
4
VBRVANGUARD
65,865$14.1M5.81%
5
BNDVANGUARD
158,620$11.8M4.86%
6
VOOVANGUARD
18,138$11.5M4.72%-760
7
BSVVANGUARD
72,345$5.7M2.35%+156
8
VTIVANGUARD
10,953$3.7M1.53%-9,069
9
LEVILEVI STRAUSS & CO NEW
165,130$3.5M1.43%
10
VEAVANGUARD
50,138$3.1M1.30%-1,685
11
JPSTJ P MORGAN EXCHANGE TRADED F
54,203$2.8M1.13%+337
12
BIVVANGUARD
34,387$2.7M1.11%+517
13
OGEOGE ENERGY CORP
35,845$1.5M0.64%-770
14
VGSHVANGUARD
24,261$1.4M0.59%+16K
15
KTOSKRATOS DEFENSE & SEC SOLUTIO
17,961$1.4M0.56%
16
OKEONEOK INC NEW
17,336$1.3M0.53%-5,006
17
SPYSPDR S&P 500 ETF TR
1,816$1.2M0.51%-40
18
MSFTMICROSOFT
1,811$882K0.36%+156
19
BANF 7.2 03/31/34BFC CAP TR II
32,635$860K0.35%
20
UNPUNION PAC CORP
2,670$622K0.26%
21
AAPLAPPLE INC
2,030$554K0.23%+221
22
VUGVANGUARD
1,059$520K0.21%
23
IWFISHARES TR
1,014$483K0.20%
24
CVXCHEVRON CORP NEW
3,109$473K0.19%-6,283
25
AVGOBROADCOM INC
1,323$462K0.19%+88

Quarterly Changes

New Positions

  • ARISTOCRAT LEISURE LTDNEW
    $232K

Closed Positions

  • IVVCLOSED
    $395.4M
  • TYCLOSED
    $375.1M
  • IBMCLOSED
    $371.0M
  • VOTCLOSED
    $204.1M

Increased Positions

NameSharesChange
VTV2K+786
BIV34K+517
JPST54K+337
AAPL2K+221
BSV72K+156
MSFT2K+156
AVGO1K+88
TSLA963+70
XOM329K+30
MCD967+9

Decreased Positions

NameSharesChange
BANF852K-34490
VTI11K-9069
CVX3K-6283
OKE17K-5006
VEA50K-1685
OGE36K-770
VOO18K-760
T9K-303
SPY2K-40
VGSH24K16K

Sector Breakdown

Financial Services0.0% ($9.2075140901178e+56T)
Energy0.0% ($398391279.5T)
Consumer Cyclical0.0% ($3.5T)
Technology0.0% ($882.6B)
Industrials0.0% ($136.5B)
Consumer Defensive0.0% ($36.6B)
Unknown0.0% ($860.2M)
Utilities0.0% ($1.5M)
Healthcare0.0% ($362K)
Communication Services0.0% ($229K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 5, 2026$242.6M53
Q3 2025Oct 1, 2025$262.9B57
Q2 2025Jul 1, 2025$215.9B55
Q1 2025Apr 15, 2025$200.6B52

Fund Information

CIK0001914099
Most Recent FilingJan 5, 2026
Number of Filings4

BancFirst Trust & Investment Management is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $242.6M across 38 holdings. The largest position is BANCFIRST CORP (BANF), representing 38.0% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 4 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.