BOKF, NA
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TXN | 45K | $8.20M |
 | ARLP | 44K | $1.12M |
 | VRT | 44K | $6.67M |
 | UNH | 44K | $15.12M |
 | SEIC | 43K | $3.67M |
 | EHC | 42K | $5.29M |
 | ORLY | 41K | $4.43M |
 | TXT | 41K | $3.47M |
 | DRH | 41K | $326.55K |
 | EVR | 41K | $13.71M |
 | CTAS | 41K | $8.33M |
 | ICE | 40K | $6.79M |
 | TDW | 40K | $2.13M |
 | TAP | 39K | $1.78M |
 | PM | 39K | $6.39M |
 | NFG | 39K | $3.64M |
 | CF | 39K | $3.52M |
 | FTNT | 39K | $3.29M |
 | PKG | 39K | $8.46M |
 | VTR | 39K | $2.72M |
Texas Instruments Incorporated
TXN
Shares Held
45K
Value
$8.20M
Alliance Resource Partners, L.P.
ARLP
Shares Held
44K
Value
$1.12M
Vertiv Holdings Co
VRT
Shares Held
44K
Value
$6.67M
UnitedHealth Group Incorporated
UNH
Shares Held
44K
Value
$15.12M
SEI Investments Company
SEIC
Shares Held
43K
Value
$3.67M
Encompass Health Corporation
EHC
Shares Held
42K
Value
$5.29M
O'Reilly Automotive, Inc.
ORLY
Shares Held
41K
Value
$4.43M
Textron Inc.
TXT
Shares Held
41K
Value
$3.47M
DiamondRock Hospitality Company
DRH
Shares Held
41K
Value
$326.55K
Evercore Inc.
EVR
Shares Held
41K
Value
$13.71M
Cintas Corporation
CTAS
Shares Held
41K
Value
$8.33M
Intercontinental Exchange, Inc.
ICE
Shares Held
40K
Value
$6.79M
Tidewater Inc.
TDW
Shares Held
40K
Value
$2.13M
Molson Coors Beverage Company
TAP
Shares Held
39K
Value
$1.78M
Philip Morris International Inc.
PM
Shares Held
39K
Value
$6.39M
National Fuel Gas Company
NFG
Shares Held
39K
Value
$3.64M
CF Industries Holdings, Inc.
CF
Shares Held
39K
Value
$3.52M
Fortinet, Inc.
FTNT
Shares Held
39K
Value
$3.29M
Packaging Corporation of America
PKG
Shares Held
39K
Value
$8.46M
Ventas, Inc.
VTR
Shares Held
39K
Value
$2.72M