Tulsa, OKCIK 12653764 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
67 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Bok Finl Corp | 3.36M | $398.23M | 53.3% | 0 | Held |
| 2 | Excelerate Energy Inc | 7.85M | $220.31M | 29.5% | 0 | Held |
| 3 | Spdr S&P 500 ETF Tr | 39.6K | $26.99M | 3.6% | 0 | Held |
| 4 | Ishares Tr |
| 134.4K |
| $22.94M |
| 3.1% |
| 0 |
| Held |
| 5 | Aspen Aerogels Inc | 3.17M | $8.96M | 1.2% | 0 | Held |
| 6 | Jabil Inc | 34.5K | $7.86M | 1.1% | +481 | Added |
| 7 | Jfrog Ltd | 110.7K | $6.91M | 0.9% | +599 | Added |
| 8 | Intapp Inc | 133.8K | $6.13M | 0.8% | 0 | Held |
| 9 | Transdigm Group Inc | 3.4K | $4.51M | 0.6% | +14 | Added |
| 10 | Servicenow Inc | 27.9K | $4.27M | 0.6% | +22.3K | Added |
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