SEC 13F Intelligence

Managers / Q1 2021 · view latest →

CoreFirst Bank & Trust

CIK 0001845199 · 3035 SW TOPEKA BLVD, TOPEKA, KS, 66611 · 785-274-3056

Reported Value
$146M
Q1 2021
Positions
541
Filings on Record
22
2019–present window
Filed
May 18, 2021
original filing

Summary

Corefirst Bank & Trust reported $146M in U.S.-listed holdings across 541 positions for Q1 2021.

Its largest position, AAPL, represents 9.0% of the portfolio.

Compared with Q4 2020, the fund opened 34 new positions and exited 16.

Portfolio Metrics

Turnover
+3.5%
vs prior filed quarter
Top-10 Concentration
+32.8%
share of reported value
Largest Position
+9.0%
Apple
New / Exited
34 / 16
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $135MQ4 ’20Q1 ’21: $146MQ2 ’21: $147MQ3 ’21: $144MQ3 ’21Q4 ’21: $155MQ1 ’22: $146MQ2 ’22: $127MQ2 ’22Q3 ’22: $116MQ4 ’22: $132MQ1 ’23: $137MQ1 ’23Q2 ’23: $142MQ4 ’23: $141MQ1 ’24: $160MQ1 ’24Q2 ’24: $149MQ4 ’24: $168MQ1 ’25: $156MQ1 ’25Q2 ’25: $177MQ3 ’25: $185MQ4 ’25: $185MQ4 ’25Q2 ’26: $189Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 89.6%Other: 3.1%ETP: 2.8%REIT: 2.3%Closed-End Fund: 1.1%Other: 1.1%
  • Common Stock · 89.6% · $130M
  • Other · 3.1% · $5M
  • ETP · 2.8% · $4M
  • REIT · 2.3% · $3M
  • Closed-End Fund · 1.1% · $2M
  • Other · 1.1% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BRK/ABerkshire Hathaway Inc Cl ANEW+11+$386,000$386,000
ARK Innovation ETFNEW+3.0K3.0K+$356,000$356,000
ARK Genomic Revolution ETFNEW+3.5K3.5K+$306,000$306,000
Virtus Allianzgi Equity & Conv Income FdNEW+10.6K10.6K+$297,000$297,000
Invesco Nasdaq Next Gen 100 ETFNEW+6.2K6.2K+$198,000$198,000
AI Powered Equity Managers Trust ETFNEW+4.0K4.0K+$153,000$153,000
NOVNOV Inc ComNEW+9.6K9.6K+$131,000$131,000
Global X Autonomous & Elec ETFNEW+3.6K3.6K+$95,000$95,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2021

50 positions
#IssuerClass% PortfolioValueShares
1AAPLApple Inchistory →Com9.01%$13M107.4K
2CLColgate Palmolive Cohistory →Com8.75%$13M161.6K
3MSFTMicrosoft Corphistory →Com2.38%$3M14.7K
4TAT&T Inchistory →Com2.29%$3M110.0K
5JNJJohnson & Johnsonhistory →Com2.06%$3M18.3K
6BACVerizon Communicationshistory →Com1.82%$3M45.6K
7MCDMcDonalds Corphistory →Com1.76%$3M11.4K
8PGProcter & Gamble Cohistory →Com1.68%$2M18.0K
9EXMOCExxon Mobil Corphistory →Com1.63%$2M42.5K
10HDHome Depot Inchistory →Com1.47%$2M7.0K
11LOWLowes Cos Inchistory →Com1.43%$2M11.0K
12JPMJ P Morgan Chase & Cohistory →Com1.39%$2M13.3K
13DISThe Walt Disney Cohistory →Com1.39%$2M11.0K
14NSCNorfolk Southern Corphistory →Com1.35%$2M7.3K
15CHVChevron Corphistory →Com1.33%$2M18.5K
16EVRGEvergy Inchistory →Com1.23%$2M30.0K
17AMGNAmgen Inchistory →Com1.12%$2M6.5K
18NKENike Inc Cl Bhistory →Com1.08%$2M11.9K
19PFEPfizer Inchistory →Com1.07%$2M42.9K
20KOCoca Cola CoCom1.00%$1M27.5K
21PEPPepsiCo IncCom0.98%$1M10.1K
22Spdr Trust Series 1Com0.95%$1M3.5K
23Iron Mtn Inc NewCom0.93%$1M36.6K
24WMTWalmart Stores IncCom0.89%$1M9.6K
25BRK/BBerkshire Hathaway Inc Cl BCom0.78%$1M4.4K
26IBMInternational Business MachinesCom0.77%$1M8.4K
27CATCaterpillar IncCom0.73%$1M4.6K
28TXNTexas Instrs IncCom0.72%$1M5.5K
29MOAltria Group IncCom0.72%$1M20.4K
30MRKMerck & Co., IncCom0.71%$1M13.5K
31VVisa IncCom0.71%$1M4.9K
32FFord Motor CoCom0.70%$1M82.9K
33WFCWells Fargo & Co NewCom0.66%$955,00024.4K
34VFCV F CorpCom0.64%$932,00011.7K
35CICigna CorpCom0.63%$922,0003.8K
36UNHUnitedhealth Group IncCom0.62%$902,0002.4K
37Eaton Corp PLCCom0.61%$893,0006.5K
38COPConocophillipsCom0.58%$841,00015.9K
39BMYBristol Myers Squibb CoCom0.58%$838,00013.3K
40Accenture PLC Cl ACom0.54%$789,0002.9K
41INTCIntel CorpCom0.53%$765,00012.0K
42FISVFiserv IncCom0.52%$762,0006.4K
43CSCOCisco Sys Inc ComCom0.51%$749,00014.5K
44NFLXNetflix IncCom0.50%$730,0001.4K
45DHRDanaher Corp DelCom0.50%$723,0003.2K
46AMZNAmazon Com IncCom0.49%$715,000231
474I1Philip Morris InternationalCom0.48%$704,0007.9K
48ABBVAbbvie IncCom0.48%$697,0006.4K
49KSSKohls CorpCom0.48%$695,00011.7K
50DDominion Energy IncCom0.47%$688,0009.1K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$189M365Jun 3, 202613F-HRchanges · EDGAR ↗
Q4 2025$185M374Feb 11, 202613F-HRchanges · EDGAR ↗
Q3 2025$185M405Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$177M415Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$156M157Apr 29, 202513F-HRchanges · EDGAR ↗
Q4 2024$168M418Feb 11, 202513F-HRchanges · EDGAR ↗
Q2 2024$149M179Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$160M442May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$141M491Dec 18, 202313F-HRchanges · EDGAR ↗
Q2 2023$142M454Aug 7, 202313F-HRchanges · EDGAR ↗
Q1 2023$137M467May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$132M497Feb 16, 202313F-HRchanges · EDGAR ↗
Q3 2022$116M492Nov 16, 202213F-HRchanges · EDGAR ↗
Q2 2022$127M487Aug 16, 202213F-HRchanges · EDGAR ↗
Q1 2022$146M484May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$155M517Feb 10, 202213F-HRchanges · EDGAR ↗
Q3 2021$144M540Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$147M543Aug 17, 202113F-HRchanges · EDGAR ↗
Q1 2021$146M541May 18, 202113F-HRchanges · EDGAR ↗
Q4 2020$135M522Feb 16, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.