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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
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ISRG INTUITIVE SURGICAL INC Healthcare 565.0 $229K 0.10% NEW $405.97 -9.7%
22 VOT VANGUARD INDEX FDS 696.0 $211K 0.09% NEW $303.77 -1.2%
23 IWS ISHARES TR 1,271.0 $210K 0.09% NEW $164.93 +3.2%
24 CRM SALESFORCE INC Technology 1,311.0 $207K 0.09% NEW $157.93 +64.1%
25 TESLA INC 20.0 $8K 0.00% NEW $411.80
Page 2 of 2  ·  25 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%