SEC 13F Intelligence

Managers / Q3 2022 · view latest →

CoreFirst Bank & Trust

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

Reported Value
$116M
Q3 2022
Positions
492
Filings on Record
22
2019–present window
Filed
Nov 16, 2022
original filing

Summary

Corefirst Bank & Trust reported $116M in U.S.-listed holdings across 492 positions for Q3 2022.

Its largest position, CL, represents 9.6% of the portfolio.

Compared with Q2 2022, the fund opened 22 new positions and exited 29.

Portfolio Metrics

Turnover
+2.6%
vs prior filed quarter
Top-10 Concentration
+33.7%
share of reported value
Largest Position
+9.6%
Colgate Palmolive
New / Exited
22 / 29
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: 90.4%ETP: 3.6%Other: 2.4%REIT: 2.1%ADR: 0.6%Other: 0.8%
  • Common Stock · 90.4% · $105M
  • ETP · 3.6% · $4M
  • Other · 2.4% · $3M
  • REIT · 2.1% · $2M
  • ADR · 0.6% · $734,000
  • Other · 0.8% · $910,000

Quarter-over-Quarter Changes full breakdown →

vs Q2 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
Vanguard High Dividend Yield IndexNEW+3.0K3.0K+$285,000$285,000
Vanguard International High DVD YieldNEW+2.0K2.0K+$107,000$107,000
Avantis Intl Small Cap ValueNEW+2.1K2.1K+$101,000$101,000
Avantis US Small Cap ValueNEW+1.4K1.4K+$89,000$89,000
JP Morgan Equity Premium Income ETFNEW+1.5K1.5K+$77,000$77,000
Avantis Emerging Markets EquityNEW+1.5K1.5K+$69,000$69,000
IShares Edge MSCI Intl ValueNEW+2.9K2.9K+$57,000$57,000
Global X MLP & Energy InfrastructureNEW+1.5K1.5K+$55,000$55,000

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

Holdings — Q3 2022

50 positions
#IssuerClass% PortfolioValueShares
1CLColgate Palmolive Cohistory →Com9.55%$11M157.6K
2AAPLApple Inchistory →Com8.04%$9M67.4K
3JNJJohnson & Johnsonhistory →Com2.74%$3M19.5K
4MSFTMicrosoft Corphistory →Com2.17%$3M10.8K
5EXMOCExxon Mobil Corphistory →Com2.09%$2M27.7K
6CHVChevron Corphistory →Com2.00%$2M16.1K
7MCDMcDonalds Corphistory →Com1.95%$2M9.8K
8PGProcter & Gamble Cohistory →Com1.74%$2M16.0K
9LOWLowes Cos Inchistory →Com1.71%$2M10.6K
10HDHome Depot Inchistory →Com1.67%$2M7.0K
11PFEPfizer Inchistory →Com1.58%$2M42.0K
12KOCoca Cola Cohistory →Com1.32%$2M27.2K
13NSCNorfolk Southern Corphistory →Com1.23%$1M6.8K
14WMTWalmart Stores Inchistory →Com1.23%$1M11.0K
15COPConocophillipshistory →Com1.19%$1M13.5K
16UNHUnitedhealth Group Inchistory →Com1.14%$1M2.6K
17PEPPepsiCo Inchistory →Com1.13%$1M8.0K
18Iron Mountain Inc NewCom1.11%$1M29.2K
19Spdr Trust Series 1Com1.08%$1M3.5K
20BACVerizon Communicationshistory →Com1.01%$1M30.9K
21MRKMerck & Co., Inchistory →Com1.01%$1M13.6K
22JPMJ P Morgan Chase & CoCom0.98%$1M10.9K
23TAT&T IncCom0.94%$1M71.1K
24EVRGEvergy IncCom0.84%$979,00016.5K
25DISThe Walt Disney CoCom0.84%$976,00010.3K
26BMYBristol Myers Squibb CoCom0.80%$924,00013.0K
27NKENike IncCom0.80%$923,00011.1K
28TXNTexas Instrs IncCom0.78%$901,0005.8K
29CATCaterpillar IncCom0.70%$811,0004.9K
30DHRDanaher Corp DelCom0.68%$788,0003.1K
31ABBVAbbvie IncCom0.67%$777,0005.8K
32MOAltria Group IncCom0.65%$752,00018.6K
33IBMInternational Business MachinesCom0.64%$745,0006.3K
34VVisa IncCom0.64%$745,0004.2K
35AMGNAmgen IncCom0.64%$739,0003.3K
36WFCWells Fargo & Co NewCom0.63%$735,00018.3K
37Accenture PLC Cl ACom0.63%$735,0002.9K
38Eaton Corp PLCCom0.62%$723,0005.4K
39CICigna CorpCom0.59%$679,0002.4K
40RTXRaytheon Technologies CorpCom0.58%$678,0008.3K
41BRK/BBerkshire Hathaway Inc Cl BCom0.56%$649,0002.4K
42DEDeere & CoCom0.54%$628,0001.9K
43FISVFiserv IncCom0.52%$599,0006.4K
444I1Philip Morris InternationalCom0.51%$596,0007.2K
45AMZNAmazon Com IncCom0.49%$567,0005.0K
46CVSCVS CorpCom0.49%$567,0005.9K
47SOSouthern CoCom0.46%$529,0007.8K
48COSTCostco Whsl Corp NewCom0.45%$525,0001.1K
49SPGIS&P Global IncCom0.45%$519,0001.7K
50CSCOCisco Sys Inc ComCom0.43%$503,00012.6K

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 ↗.