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CoreFirst Bank & Trust

Q1 2025 · 13F-HR

CoreFirst Bank & Trustholdings as filed

Filed 2025-04-29 · accession 0001845199-25-000003

$155.5M
Reported value
111
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
194162103CLColgate Palmolive Co$11.4M7.36%122,138CommonSOLE
037833100AAPLApple Inc$10.5M6.74%47,174CommonSOLE
025072802AVDVAvantis Intl Small Cap Value$8.0M5.16%115,118CommonSOLE
921943858VEAVanguard FTSE Developed Markets ETF$6.0M3.85%117,777CommonSOLE
46435G409IVLUIShares Edge MSCI Intl Value$5.5M3.55%182,200CommonSOLE
921946406VYMVanguard High Dividend Yield Index$5.4M3.45%41,647CommonSOLE
025072877AVUVAvantis US Small Cap Value$4.6M2.97%53,006CommonSOLE
464287200IVVIshares S&P 500 Index Fund$3.7M2.37%6,547CommonSOLE
921908844VIGVanguard Dividend Appreciation ETF$3.7M2.35%18,836CommonSOLE
594918104MSFTMicrosoft Corp$3.2M2.05%8,493CommonSOLE
464287804IJRIshares S&P Smallcap 600$3.1M2.00%29,782CommonSOLE
025072604AVEMAvantis Emerging Markets Equity ETF$3.0M1.92%49,673CommonSOLE
46434G103IEMGiShares Core MSCI Emerging Markets ETF$2.9M1.85%53,401CommonSOLE
30231G102XOMExxon Mobil Corp$2.7M1.74%22,699CommonSOLE
921946794VYMIVanguard International High DVD Yield$2.7M1.72%36,372CommonSOLE
478160104JNJJohnson & Johnson$2.6M1.70%15,900CommonSOLE
46641Q332JEPIJP Morgan Equity Premium Income ETF$2.5M1.59%43,317CommonSOLE
464287507IJHiShares S&P MidCap 400$2.5M1.58%42,060CommonSOLE
742718109PGProcter & Gamble Co$2.3M1.46%13,344CommonSOLE
931142103WMTWalmart Stores Inc$2.3M1.45%25,708CommonSOLE
580135101MCDMcDonalds Corp$2.2M1.45%7,196CommonSOLE
166764100CVXChevron Corp$2.2M1.41%13,073CommonSOLE
46137V357RSPInvesco S & P 500 Equal Weight$2.2M1.40%12,599CommonSOLE
46284V101IRMIron Mountain Inc New$2.2M1.39%25,074CommonSOLE
46625H100JPMJ P Morgan Chase & Co$2.1M1.36%8,614CommonSOLE
548661107LOWLowes Cos Inc$2.0M1.30%8,658CommonSOLE
922042718VSSVanguard FTSE All World ex-US Small Cap ETF$2.0M1.28%17,167CommonSOLE
46137V449EQWLInvesco S& P 100 Equal Weight ETF$2.0M1.27%19,184CommonSOLE
78462F103SPYSpdr Trust Series 1$1.9M1.21%3,367CommonSOLE
921946810VIGIVanguard International DVD Apprecation$1.6M1.05%19,734CommonSOLE
025072372AVESAvantis Emerging Markets Value ETF$1.4M0.93%30,512CommonSOLE
337738108FISVFiserv Inc$1.4M0.91%6,400CommonSOLE
084670702BRK/BBerkshire Hathaway Inc Cl B$1.2M0.80%2,343CommonSOLE
132061300FYLDCambria Foreign Shareholder Yield ETF$1.2M0.79%45,585CommonSOLE
20825C104COPConocophillips$1.2M0.77%11,465CommonSOLE
91324P102UNHUnitedhealth Group Inc$1.2M0.77%2,293CommonSOLE
78468R770ONEYSPDR Russell 1000 Yield Focus ETF$1.2M0.76%10,794CommonSOLE
655844108NSCNorfolk Southern Corp$1.2M0.74%4,885CommonSOLE
921935805VFVAVanguard US Value Factor ETF$1.1M0.69%9,389CommonSOLE
713448108PEPPepsiCo Inc$1.0M0.65%6,749CommonSOLE
191216100KOCoca Cola Co$988,9290.64%13,808CommonSOLE
02209S103MOAltria Group Inc$900,3000.58%15,000CommonSOLE
58933Y105MRKMerck & Co., Inc$889,7910.57%9,913CommonSOLE
437076102HDHome Depot Inc$883,2410.57%2,410CommonSOLE
G1151C101ACNAccenture PLC Cl A$874,9600.56%2,804CommonSOLE
00287Y109ABBVAbbvie Inc$822,7850.53%3,927CommonSOLE
G29183103ETNEaton Corp PLC$805,9760.52%2,965CommonSOLE
084670108BRK/ABerkshire Hathaway Inc Cl A$798,4420.51%1CommonSOLE
75513E101RTXRTX Corporation$795,0250.51%6,002CommonSOLE
031162100AMGNAmgen Inc$786,0410.51%2,523CommonSOLE
532457108LLYLilly Eli & Co$784,6150.50%950CommonSOLE
718172109PMPhilip Morris International$757,1420.49%4,770CommonSOLE
025816109AXPAmerican Express Co$755,4920.49%2,808CommonSOLE
78409V104SPGIS&P Global Inc$739,2860.48%1,455CommonSOLE
254687106DISThe Walt Disney Co$731,2680.47%7,409CommonSOLE
92826C839VVisa Inc$725,4520.47%2,070CommonSOLE
023135106AMZNAmazon Com Inc$719,1830.46%3,780CommonSOLE
125523100CICigna Group$684,9780.44%2,082CommonSOLE
132061706EYLDCambria Emerging Shareholder Yield ETF$637,5400.41%20,080CommonSOLE
68389X105ORCLOracle Corp$634,1780.41%4,536CommonSOLE
235851102DHRDanaher Corp Del$617,8700.40%3,014CommonSOLE
244199105DEDeere & Co$608,7470.39%1,297CommonSOLE
22160K105COSTCostco Whsl Corp New$606,2450.39%641CommonSOLE
03990B101ARESARES Management LP$599,6350.39%4,090CommonSOLE
17275R102CSCOCisco Sys Inc Com$564,1530.36%9,142CommonSOLE
053015103ADPAutomatic Data Processing Inc$547,2040.35%1,791CommonSOLE
56585A102MPCMarathon Petroleum Corp$542,5500.35%3,724CommonSOLE
459200101IBMInternational Business Machines$529,8940.34%2,131CommonSOLE
461202103INTUIntuit$516,3660.33%841CommonSOLE
907818108UNPUnion Pac Corp$480,7480.31%2,035CommonSOLE
02079K305GOOGLAlphabet Inc Cl A$475,5180.31%3,075CommonSOLE
438516106HONHoneywell Intl Inc$474,5320.31%2,241CommonSOLE
30034W106EVRGEvergy Inc$456,1040.29%6,615CommonSOLE
369604301GEGE Aerospace$446,3340.29%2,230CommonSOLE
45866F104ICEIntercontinental Exchange Inc$445,0500.29%2,580CommonSOLE
682680103OKEONEOK Inc.$432,9960.28%4,364CommonSOLE
149123101CATCaterpillar Inc$407,6330.26%1,236CommonSOLE
171340102CHDChurch & Dwight Co Inc$407,3330.26%3,700CommonSOLE
110122108BMYBristol Myers Squibb Co$406,0110.26%6,657CommonSOLE
718546104PSXPhillips 66$388,7150.25%3,148CommonSOLE
00206R102TAT&T Inc$383,3070.25%13,554CommonSOLE
670346105NUENucor Corp$383,1630.25%3,184CommonSOLE
654106103NKENike Inc$365,6450.24%5,760CommonSOLE
949746101WMT2Wells Fargo & Co New$353,5660.23%4,925CommonSOLE
254709108DFSEURDiscover Financial Services$353,5200.23%2,071CommonSOLE
219350105GLWCorning Inc$351,9110.23%7,687CommonSOLE
855244109SBUXStarbucks Corp$344,0020.22%3,507CommonSOLE
609207105MDLZMondelez International Inc$341,5570.22%5,034CommonSOLE
66987V109NVSNovartis AG ADR$335,5550.22%3,010CommonSOLE
670100205NVONovo-Nordisk A/S ADR$332,2700.21%4,785CommonSOLE
060505104BACBank Of America Corporation$325,4100.21%7,798CommonSOLE
464287168DVYIshares Dow Jones Select Dividend Index Fund$306,0470.20%2,279CommonSOLE
922908769VTIVanguard Total Stock Mkt ETF$302,3240.19%1,100CommonSOLE
863667101SYKStryker Corp$300,0340.19%806CommonSOLE
291011104EMREmerson Electric Co$298,8790.19%2,726CommonSOLE
02079K107GOOGAlphabet Inc Cl C$295,2750.19%1,890CommonSOLE
002824100ABTAbbott Labs$284,1360.18%2,142CommonSOLE
256677105DGDollar General Corp$280,4970.18%3,190CommonSOLE
92343V104VZVerizon Communications$268,0780.17%5,910CommonSOLE
911312106UPSUnited Parcel Service Inc Cl B$267,0560.17%2,428CommonSOLE
87612E106TGTTarget Corp$263,9270.17%2,529CommonSOLE
447011107HUNHuntsman Corp$263,8350.17%16,709CommonSOLE
59156R108METMetlife Inc$254,2780.16%3,167CommonSOLE
03027X100AMTAmerican Tower Corp$241,5360.16%1,110CommonSOLE
98389B100XELXcel Energy Inc$238,5620.15%3,370CommonSOLE
46090E103QQQInvesco QQQ Trust Series I$232,1150.15%495CommonSOLE
882508104TXNTexas Instrs Inc$229,4770.15%1,277CommonSOLE
H11356104BGBunge Global SA$215,5050.14%2,820CommonSOLE
962166104WYWeyerhaeuser Co$211,9580.14%7,239CommonSOLE
67066G104NVDANvidia Corp$208,0900.13%1,920CommonSOLE
14057J101CFFNCapitol Federal Financial Inc$67,8220.04%12,111CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.