Portfolio (Quarterly) Guide ↗

BancFirst Trust & Investment Management

· CIK 0001914099

13F Portfolio $237M AUM 85 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 25 New 21 Added 7 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IDXX	IDEXX LABS INC	Healthcare	807	$450K	0.20%	SOLD
2	VXUS	VANGUARD STAR FDS	—	2,839	$212K	0.09%	SOLD

Sector Allocation

Financial Services 59.7%

Energy 27.6%

Consumer Cyclical 4.0%

Technology 3.4%

Industrials 1.7%

Consumer Defensive 1.6%

Utilities 1.0%

Healthcare 0.7%

Communication Services 0.4%