SB
Sunflower Bank, N.A. — 13F Portfolio Changes & Top Buys (Q2 2026)
Sunflower Bank, N.A.CIK: 0001818759
Diversified strategyMomentum followerLong-term holder
Total reported value
$418.3M
Reporting period: 2026-06-30 · Number of holdings: 226
Sunflower Bank, N.A. disclosed 226 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $418.3M and a quarterly turnover rate of 13.6%.
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Personality snowflake
- Concentration
- 24.56
- Portfolio Stability
- 13.55
- Momentum
- 100
- Sector conviction
- 55.58
- Diversification
- 100
- Sizing Uniformity
- 70.31
Sunflower Bank, N.A.'s disclosed holdings carry a Herfindahl concentration index of 0.061 — mathematically equivalent to about 16 equally-sized positions, well below its 226 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.97), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 29% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim VTEB
-6.2% -$2.2M
Trim SPY
-38.0% -$4.1M
Add VV
-2.8% $6.7M
Trim AGG
-4.5% -$1.2M
Add INTC
-2.2% $2.7M
Trim PYLD
+0.2% $614.7K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 159 holdings (of 226 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 15.26% | +0.71% | -2.83% | |
| 2 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 10.79% | -0.56% | +0.16% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 10.16% | -1.24% | -6.22% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 7.23% | -0.07% | -4.78% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.91% | -0.71% | -4.50% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.64% | +0.39% | -2.36% | |
| 7 | EMR | Emerson Electric Co | Stock-Industrials | 3.54% | +0.09% | +0.07% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 3.45% | -0.03% | -1.36% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.41% | -1.20% | -37.97% | |
| 10 | EVSM | Eaton Vance Shrt Dur Muni | ETF-Other | 2.37% | -0.18% | -1.33% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.72% | +0.02% | -2.42% | |
| 12 | INTC | Intel CORP | Stock-Tech | 0.96% | +0.63% | -2.19% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.85% | +0.04% | -1.62% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.82% | +0.09% | -2.18% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 0.79% | +0.07% | +1.04% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -0.27% | -2.71% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.71% | +0.04% | -1.67% | |
| 18 | AMAT | Applied Materials Inc | Stock-Tech | 0.70% | +0.34% | -2.47% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.67% | +0.22% | +30.20% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | +0.05% | +0.05% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | -0.01% | +0.58% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.05% | -7.21% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | +0.06% | +2.31% | |
| 24 | AGZ | Ishares Agency Bond ETF | ETF-Other | 0.60% | -0.04% | — | |
| 25 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 0.59% | -0.04% | — | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.04% | -0.44% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.11% | +1.61% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.54% | -0.01% | -0.88% | |
| 29 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.54% | +0.05% | -1.00% | |
| 30 | GE | General Electric | Stock-Industrials | 0.53% | +0.10% | -1.43% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | +0.04% | +4.28% | |
| 32 | MU | Micron Technology Inc | Stock-Tech | 0.52% | +0.38% | +14.58% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.48% | +0.01% | +1.26% | |
| 34 | AMD | Advanced Micro Devices | Stock-Tech | 0.48% | +0.32% | +7.90% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.46% | -0.02% | -15.92% | |
| 36 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.45% | -0.03% | +0.23% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.43% | +0.12% | -0.19% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.04% | -1.21% | |
| 39 | UNP | Union Pacific CORP | Stock-Industrials | 0.40% | +0.02% | +1.19% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.37% | +0.05% | +8.54% | |
| 41 | IDV | Ishares International Select | ETF-Other | 0.36% | -0.04% | -1.81% | |
| 42 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.36% | +0.02% | — | |
| 43 | DELL | Dell Technologies -c | Stock-Tech | 0.34% | +0.20% | -0.90% | |
| 44 | VRIG | Invesco Variable Rate Invest | ETF-Other | 0.34% | -0.06% | -10.03% | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.33% | +0.08% | -2.09% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | +0.05% | +22.40% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.33% | — | — | |
| 48 | KLAC | Kla CORP | Stock-Tech | 0.32% | +0.15% | +876.75% | |
| 49 | HUBB | Hubbell Inc | Stock-Industrials | 0.32% | — | — | |
| 50 | GEV | GE Vernova Inc | Stock-Industrials | 0.31% | +0.06% | -3.51% |
1–50 of 159
Portfolio Performance
Performance for Q3 2026
+2.1%
Performance Last 4 Quarters
+16.2%
- Stdev
- +9.7%
- Beta
- +0.64
- Alpha
- -2.9%
- Max Drawdown
- -4.7%
- Annualized Perf
- +9.8%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +1.72
- Stutzer
- +0.3
- Treynor
- +0.15
- Sterling
- +0.68
- Calmar
- +2.09
- Information Ratio
- -1.48
- Tracking Error
- +6.8%
- Stdev Down
- +5.7%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +21.2%
- Worst 12 Months
- +1.5%
- Efficiency Ratio
- +0.37
- Sharpe
- +1.02
- Stdev Sectors
- +9.3%
- Skewness
- -0.28
- Kurtosis
- -0.46
- Upside Potential
- +3.39
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 226 | $418.3M | 14 | ||
| 2026 Q1 | 221 | $392.4M | 7 | ||
| 2025 Q4 | 222 | $396.9M | 36 | ||
| 2025 Q3 | 212 | $411.1M | 30 | ||
| 2025 Q2 | 202 | $395.4M | 0 | ||
| 2025 Q1 | 188 | $356.7M | 100 | ||
| 2024 Q4 | 189 | $359.8M | 0 | ||
| 2024 Q3 | 200 | $364.8M | 0 | ||
| 2024 Q2 | 189 | $423.6M | 0 | ||
| 2024 Q1 | 187 | $444.4M | 0 | ||
| 2023 Q4 | 181 | $439.5M | 0 | ||
| 2023 Q3 | 172 | $414.7M | 0 | ||
| 2023 Q2 | 171 | $430.1M | 0 | ||
| 2023 Q1 | 173 | $442.3M | 0 | ||
| 2022 Q4 | 176 | $459.4M | 0 | ||
| 2022 Q3 | 179 | $440.9M | 0 | ||
| 2022 Q2 | 238 | $505.9M | 0 | ||
| 2022 Q1 | 275 | $736.3M | 0 | ||
| 2021 Q4 | 273 | $740.6M | 0 | ||
| 2021 Q3 | 274 | $708.7M | 0 | ||
| 2021 Q2 | 290 | $650.5M | 9 | ||
| 2021 Q1 | 286 | $610.8M | 15 | ||
| 2020 Q4 | 277 | $582.3M | 80 | ||
| 2020 Q3 | 102 | $252.2M | 19 | ||
| 2020 Q2 | 112 | $252.1M | — |
Holding changes this quarter
Sunflower Bank, N.A.'s most significant position changes for 2026-06-30: Sold out: Ishares Msci Acwi ETF (ACWI); Sold out: Ishares Global Industrials E (EXI); New buy: Datadog Inc - Class A (DDOG); Sold out: Cme Group Inc (CME); New buy: On Semiconductor (ON).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | +0.7% | -2.83% | Trim |
| 2 | INTC | Intel CORP | +0.6% | -2.19% | Trim |
| 3 | IJR | Ishares Core S&p Small-cap E | +0.4% | -2.36% | Trim |
| 4 | MU | Micron Technology Inc | +0.4% | +14.58% | Add |
| 5 | AMAT | Applied Materials Inc | +0.3% | -2.47% | Trim |
| 6 | AMD | Advanced Micro Devices | +0.3% | +7.90% | Add |
| 7 | AVGO | Broadcom Inc | +0.2% | +30.20% | Add |
| 8 | DELL | Dell Technologies -c | +0.2% | -0.90% | Trim |
| 9 | KLAC | Kla CORP | +0.2% | +876.75% | Add |
| 10 | CSCO | Cisco Systems Inc | +0.1% | -0.19% | Trim |
| 11 | LLY | Eli Lilly & Co | +0.1% | +1.61% | Add |
| 12 | MRVL | Marvell Technology Inc | +0.1% | -3.25% | Trim |
| 13 | GE | General Electric | +0.1% | -1.43% | Trim |
| 14 | EMR | Emerson Electric Co | +0.1% | +0.07% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | -2.18% | Trim |
| 16 | UNH | Unitedhealth Group Inc | +0.1% | +9.72% | Add |
| 17 | DDOG | Datadog Inc - Class A | +0.1% | NEW | New buy |
| 18 | XLK | Ss Technology Select Sector | +0.1% | -2.09% | Trim |
| 19 | CAT | Caterpillar Inc | +0.1% | -0.63% | Trim |
| 20 | ABBV | Abbvie Inc | +0.1% | +1.04% | Add |
| 21 | HPE | Hewlett Packard Enterprise | +0.1% | -8.02% | Trim |
| 22 | ON | On Semiconductor | +0.1% | NEW | New buy |
| 23 | AMZN | Amazon.com Inc | +0.1% | +2.31% | Add |
| 24 | GEV | GE Vernova Inc | +0.1% | -3.51% | Trim |
| 25 | TER | Teradyne Inc | +0.1% | -10.03% | Trim |
| 26 | VRT | Vertiv Holdings Co-a | +0.1% | NEW | New buy |
| 27 | FTNT | Fortinet Inc | +0.1% | NEW | New buy |
| 28 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | New buy |
| 29 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.05% | Add |
| 30 | GOOGL | Alphabet Inc-cl A | +0.1% | -7.21% | Trim |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | -1.00% | Trim |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +22.40% | Add |
| 33 | V | Visa Inc-class A Shares | +0.1% | +8.54% | Add |
| 34 | LRCX | Lam Research CORP | +0.1% | -1.52% | Trim |
| 35 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 36 | PAYX | Paychex Inc | +0.1% | NEW | New buy |
| 37 | FFIV | F5 Inc | +0.1% | NEW | New buy |
| 38 | MBB | Ishares Mbs ETF | +0.1% | NEW | New buy |
| 39 | URI | United Rentals Inc | +0.1% | NEW | New buy |
| 40 | CDNS | Cadence Design Sys Inc | +0.1% | NEW | New buy |
| 41 | GLW | Corning Inc | +0.1% | -5.95% | Trim |
| 42 | LIN | Linde plc | +0.1% | NEW | New buy |
| 43 | MDLZ | Mondelez International Inc-a | +0.1% | NEW | New buy |
| 44 | AAPL | Apple Inc | 0% | -1.62% | Trim |
| 45 | NVDA | Nvidia CORP | 0% | -1.67% | Trim |
| 46 | JPM | Jpmorgan Chase & Co | 0% | +4.28% | Add |
| 47 | CRWD | Crowdstrike Holdings Inc - A | 0% | -5.11% | Trim |
| 48 | PANW | Palo Alto Networks Inc | 0% | -22.29% | Trim |
| 49 | QCOM | Qualcomm Inc | 0% | +15.12% | Add |
| 50 | ADI | Analog Devices Inc | 0% | +3.74% | Add |
1–50 of 168
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is Sunflower Bank, N.A. and what type of investor is it?
Sunflower Bank, N.A. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $418.3M, spread across 226 disclosed positions.
What are Sunflower Bank, N.A.'s largest equity positions?
Based on the latest 13F filing, Sunflower Bank, N.A.'s top holdings by market value are:
1. Vanguard Large-cap ETF (VV) — $63.8M (15.3%)
2. Pimco Multisector Bond Actv (PYLD) — $45.1M (10.8%)
3. Vanguard Tax-exempt Bond ETF (VTEB) — $42.5M (10.2%)
4. Vanguard Total Intl Stock (VXUS) — $30.3M (7.2%)
5. Ishares Core U.s. Aggregate (AGG) — $24.7M (5.9%)
What changes did Sunflower Bank, N.A. make in its most recent portfolio filing?
In the latest reported quarter, Sunflower Bank, N.A. made 155 notable position adjustments: 13 new positions were initiated, 61 existing holdings were added to, 72 positions were partially reduced, and 9 were completely exited. The largest of these moves: Sold out: Ishares Msci Acwi ETF (ACWI); Sold out: Ishares Global Industrials E (EXI); New buy: Datadog Inc - Class A (DDOG); Sold out: Cme Group Inc (CME); New buy: On Semiconductor (ON)
What sectors does Sunflower Bank, N.A. focus on?
Sunflower Bank, N.A. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 31.6%
• Industrials: 21.3%
• Health Care: 11.9%
• Financials: 11.4%
• Communication Services: 7.7%
• Consumer Discretionary: 5.6%
Investment Profile
Sunflower Bank, N.A. returned an annualized 9.8% over the trailing 36 months — underperforming the S&P 500 by 2.9 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.64 (less volatile than the market) and a 39% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 31.6% of the portfolio concentrated in Information Technology.
It has added to its IJR position over the past two quarters (+$3.4M, now $19.4M), while trimming SPY over the same stretch (-$4.5M, still holding $10.1M).
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Developer Access
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