Bokf, NA

Institutional manager·CIK 0000009634
Annual return '25
+15.8%
SPY '25
+17.7%
Alpha
-2.0ptsvs SPY
Invested
$6.5B
Holdings
1,055
Trades YTD
0

Performance · Fund vs SPY

Cumulative return · quarterly snapshots
-5%+0%+20%Bokf, +15.8%SPY +17.7%Q1 '25Q2 '25Q3 '25Q4 '25

Coverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.

Top holdings · current snapshot

Source: 13F-HR
01
$IWB
ISHARES RUSSELL 1000 ETF
Held since at least Q1 2024
7.0%
02
$VOO
VANGUARD S&P 500 ETF
Held since at least Q1 2024
5.6%
03
$XOM
EXXON MOBIL CORP
Held since at least Q1 2024
4.7%
04
$AAPL
APPLE INC COM
Held since at least Q1 2024
3.0%
05
$VWO
VANGUARD FTSE EMERGING MARKETS
Held since at least Q1 2024
2.8%
06
$NVDA
NVIDIA CORP
Held since at least Q1 2024
2.5%
07
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
2.0%
08
$AVEM
AVANTIS EMERGING MARKETS
Held since at least Q1 2024
1.9%
09
$IJH
ISHARES CORE S&P MIDCAP ETF
Held since at least Q1 2024
1.7%
10
$EFA
ISHARES MSCI EAFE ETF
Held since at least Q1 2024
1.4%
See all 1,055 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:59 UTC.