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CIK: 0001818759
Total reported value
$418.3M
$418.3M
131 檔
48.4%
At the close of Q3 2024, Sunflower Bank, N.A. disclosed equity holdings valued at approximately $418.3M, spread across 131 reported holdings.
In Q3 2024, Sunflower Bank, N.A. displayed an active expansion posture, initiating 11 new positions and adding to 65 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 13.31% | -0.71% | +1.16% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-Other | 12.71% | +0.71% | +3.55% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 11.58% | -1.24% | +7.29% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 10.73% | -0.07% | -17.37% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.18% | +0.39% | +14.37% | |
| 6 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 5.18% | +0.01% | +0.24% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.17% | -1.20% | -0.01% | |
| 8 | VRIG | Invesco Variable Rate Invest | ETF-Other | 3.54% | -0.06% | +0.26% | |
| 9 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.61% | -0.14% | -0.35% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.79% | +0.02% | -15.03% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.87% | +0.04% | +8.26% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | -0.04% | -0.81% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -0.27% | +3.31% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 0.74% | +0.07% | +0.39% | |
| 15 | AGZ | Ishares Agency Bond ETF | ETF-Other | 0.70% | -0.04% | — | |
| 16 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 0.68% | -0.04% | — | |
| 17 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.67% | -0.04% | -47.99% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | +0.04% | +6.19% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.05% | — | |
| 20 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.57% | -0.03% | -0.09% | |
| 21 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.53% | -0.01% | +3.06% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | +0.06% | +13.15% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.50% | -0.02% | -0.55% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.09% | +19.42% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.48% | +0.01% | -0.23% | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.46% | +0.02% | -1.08% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.01% | +2.17% | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 0.44% | -0.07% | -1.53% | |
| 29 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.43% | -0.24% | EXIT | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | +0.11% | +1.69% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.04% | +3.87% | |
| 32 | UNP | Union Pacific CORP | Stock-Industrials | 0.39% | +0.02% | +0.45% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | +0.04% | +6.09% | |
| 34 | IDV | Ishares International Select | ETF-Other | 0.37% | -0.04% | -18.61% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.35% | +0.05% | +20.35% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.32% | — | -4.03% | |
| 37 | GE | General Electric | Stock-Industrials | 0.30% | +0.10% | +5.33% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.30% | +0.08% | — | |
| 39 | AXP | American Express Co | Stock-Financials | 0.30% | +0.01% | +4.20% | |
| 40 | HUBB | Hubbell Inc | Stock-Industrials | 0.30% | — | — | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.27% | +0.05% | +14.71% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | +0.05% | -1.21% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.25% | +0.09% | +5.03% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.25% | +0.22% | +1223.75% | |
| 45 | SPGI | S&p Global Inc | Stock-Financials | 0.24% | -0.02% | -0.24% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.23% | -0.03% | +9.43% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.22% | — | +4.29% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | +0.02% | +19.63% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.22% | +0.12% | -0.79% | |
| 50 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 0.21% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | +2.7% | +3.55% | Add |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | +2.5% | +7.29% | Add |
| 3 | AGG | Ishares Core U.s. Aggregate | +2.4% | +1.16% | Add |
| 4 | IJR | Ishares Core S&p Small-cap E | +2.3% | +14.37% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | -0.01% | Trim |
| 6 | PG | Procter & Gamble Co/the | +0.9% | +0.24% | Add |
| 7 | VRIG | Invesco Variable Rate Invest | +0.5% | +0.26% | Add |
| 8 | JMST | JPM Ultra-short Muni Income | +0.4% | -0.35% | Trim |
| 9 | VXUS | Vanguard Total Intl Stock | +0.3% | -17.37% | Trim |
| 10 | AAPL | Apple Inc | +0.2% | +8.26% | Add |
| 11 | ABBV | Abbvie Inc | +0.2% | +0.39% | Add |
| 12 | XOM | Exxon Mobil CORP | +0.1% | +3.31% | Add |
| 13 | VWO | Vanguard Ftse Emerging Marke | +0.1% | -15.03% | Trim |
| 14 | KO | Coca-cola Co/the | +0.1% | +3.06% | Add |
| 15 | GNMA | Ishares Gnma Bond ETF | +0.1% | — | Unchanged |
| 16 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +3.87% | Add |
| 18 | JNJ | Johnson & Johnson | +0.1% | +2.17% | Add |
| 19 | AMZN | Amazon.com Inc | +0.1% | +13.15% | Add |
| 20 | IVV | Ishares Core S&p 500 ETF | +0.1% | — | Unchanged |
| 21 | NVDA | Nvidia CORP | +0.1% | +6.19% | Add |
| 22 | AGZ | Ishares Agency Bond ETF | +0.1% | — | Unchanged |
| 23 | TSLA | Tesla Inc | +0.1% | +19.63% | Add |
| 24 | AVGO | Broadcom Inc | +0.1% | +1223.75% | Add |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | +19.42% | Add |
| 26 | IWM | Ishares Russell 2000 ETF | +0.1% | -0.55% | Trim |
| 27 | ISRG | Intuitive Surgical Inc | +0.1% | NEW | New buy |
| 28 | GE | General Electric | +0.1% | +5.33% | Add |
| 29 | AXP | American Express Co | +0.1% | +4.20% | Add |
| 30 | MSFT | Microsoft CORP | +0.1% | -0.81% | Trim |
| 31 | ABT | Abbott Laboratories | +0.1% | -1.53% | Trim |
| 32 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.1% | -0.09% | Trim |
| 33 | RTX | Rtx CORP | +0.1% | +9.43% | Add |
| 34 | V | Visa Inc-class A Shares | +0.1% | +14.71% | Add |
| 35 | HUBB | Hubbell Inc | +0.1% | — | Unchanged |
| 36 | JPM | Jpmorgan Chase & Co | +0.1% | +6.09% | Add |
| 37 | UNP | Union Pacific CORP | +0.1% | +0.45% | Add |
| 38 | GOOGL | Alphabet Inc-cl A | +0.1% | +20.35% | Add |
| 39 | MDY | State Street Spdr S&p Midcap | +0.1% | -1.08% | Trim |
| 40 | ACWI | Ishares Msci Acwi ETF | +0.1% | -1.05% | Trim |
| 41 | PLD | Prologis Inc | +0.1% | NEW | New buy |
| 42 | GS | Goldman Sachs Group Inc | +0.1% | NEW | New buy |
| 43 | UNH | Unitedhealth Group Inc | +0.1% | +5.03% | Add |
| 44 | DFSEUR | Discover Financial Services | +0.1% | NEW | New buy |
| 45 | BLKCHF | Blackrock Inc | +0.1% | NEW | New buy |
| 46 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 47 | HPE | Hewlett Packard Enterprise | +0.1% | NEW | New buy |
| 48 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 49 | DIS | Walt Disney Co/the | +0.1% | NEW | New buy |
| 50 | LRCXEUR | Lam Research CORP | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Sunflower Bank, N.A. reported a total U.S. public equity portfolio value of $418.3M across 131 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AGG, VV, VTEB) accounted for 48.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
AMD
市值: $395.6K
Top Position Liquidated / Trimmed
ADM
前期市值: $78.5M
During Q3 2024, Sunflower Bank, N.A.'s top holdings by market value included AGG (13.3%)、VV (12.7%)、VTEB (11.6%). The largest single position, AGG, represented 13.3% of total portfolio value.
In Q3 2024, Sunflower Bank, N.A. made 115 total portfolio adjustments, initiating 11 new buys, adding to 65 positions, trimming 37 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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