BOKF, NA
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AGX | 3K | $941.12K |
 | MSCI | 3K | $1.96M |
 | DPZ | 3K | $1.45M |
 | MCO | 3K | $1.60M |
 | RL | 3K | $1.04M |
 | EXPD | 3K | $398.42K |
 | SWX | 3K | $251.47K |
 | HCI | 3K | $609.76K |
 | DY | 3K | $919.92K |
 | MGEE | 3K | $264.75K |
 | CFR | 3K | $391.85K |
 | ENSG | 3K | $532.48K |
 | DLTR | 3K | $287.07K |
 | DAL | 3K | $171.44K |
 | EPAM | 3K | $452.67K |
 | NOC | 3K | $1.81M |
 | AEIS | 3K | $503.79K |
 | DNOW | 3K | $45.03K |
 | LII | 3K | $1.56M |
 | PCG | 3K | $44.20K |
Argan, Inc.
AGX
Shares Held
3K
Value
$941.12K
MSCI Inc.
MSCI
Shares Held
3K
Value
$1.96M
Domino's Pizza, Inc.
DPZ
Shares Held
3K
Value
$1.45M
Moody's Corporation
MCO
Shares Held
3K
Value
$1.60M
Ralph Lauren Corporation
RL
Shares Held
3K
Value
$1.04M
Expeditors International of Washington, Inc.
EXPD
Shares Held
3K
Value
$398.42K
Southwest Gas Holdings, Inc.
SWX
Shares Held
3K
Value
$251.47K
HCI Group, Inc.
HCI
Shares Held
3K
Value
$609.76K
Dycom Industries, Inc.
DY
Shares Held
3K
Value
$919.92K
MGE Energy, Inc.
MGEE
Shares Held
3K
Value
$264.75K
Cullen/Frost Bankers, Inc.
CFR
Shares Held
3K
Value
$391.85K
The Ensign Group, Inc.
ENSG
Shares Held
3K
Value
$532.48K
Dollar Tree, Inc.
DLTR
Shares Held
3K
Value
$287.07K
Delta Air Lines, Inc.
DAL
Shares Held
3K
Value
$171.44K
EPAM Systems, Inc.
EPAM
Shares Held
3K
Value
$452.67K
Northrop Grumman Corporation
NOC
Shares Held
3K
Value
$1.81M
Advanced Energy Industries, Inc.
AEIS
Shares Held
3K
Value
$503.79K
Dnow Inc.
DNOW
Shares Held
3K
Value
$45.03K
Lennox International Inc.
LII
Shares Held
3K
Value
$1.56M
Pacific Gas & Electric Co.
PCG
Shares Held
3K
Value
$44.20K