What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
CIK: 0001818759
Total reported value
$418.3M
$418.3M
127 檔
48.8%
In Q4 2024, Sunflower Bank, N.A.'s U.S. equity holdings reached a combined market value of $418.3M, distributed across 127 disclosed stock positions.
In Q4 2024, Sunflower Bank, N.A. displayed an active expansion posture, initiating 5 new positions and adding to 88 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 14.02% | +0.71% | +6.20% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 13.84% | -0.71% | +7.16% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 11.31% | -1.24% | -1.78% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 9.80% | -0.07% | -1.00% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.78% | +0.39% | +8.49% | |
| 6 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 5.11% | +0.01% | +0.36% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.84% | -1.20% | -28.36% | |
| 8 | VRIG | Invesco Variable Rate Invest | ETF-Other | 3.69% | -0.06% | +2.61% | |
| 9 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.70% | -0.14% | +2.35% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.70% | +0.02% | +1.38% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.97% | +0.04% | +1.99% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 0.87% | -0.04% | +1.80% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | -0.27% | +3.98% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.71% | +0.04% | +0.94% | |
| 15 | AGZ | Ishares Agency Bond ETF | ETF-Other | 0.69% | -0.04% | — | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | +0.07% | -0.48% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | +0.06% | +6.90% | |
| 18 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 0.66% | -0.04% | — | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | +0.05% | — | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.09% | +8.39% | |
| 21 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.55% | -0.03% | -2.71% | |
| 22 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.48% | -0.01% | +1.48% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.47% | -0.02% | -7.28% | |
| 24 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.47% | -0.04% | -28.95% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | -0.04% | +6.60% | |
| 26 | ABT | Abbott Laboratories | Stock-Healthcare | 0.45% | -0.07% | +1.20% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | +0.04% | +0.30% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.44% | +0.01% | +2.31% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.05% | +7.27% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.42% | -0.01% | +2.36% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.40% | +0.02% | -14.93% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.39% | +0.22% | +14.58% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.39% | +0.11% | +3.21% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | +0.02% | +10.70% | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.37% | +0.02% | +1.46% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.35% | +0.05% | +12.54% | |
| 37 | AXP | American Express Co | Stock-Financials | 0.33% | +0.01% | +0.87% | |
| 38 | IDV | Ishares International Select | ETF-Other | 0.33% | -0.04% | -1.73% | |
| 39 | HUBB | Hubbell Inc | Stock-Industrials | 0.29% | — | — | |
| 40 | GE | General Electric | Stock-Industrials | 0.28% | +0.10% | +2.46% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.28% | — | -5.21% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | +0.05% | +6.75% | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.27% | -0.01% | +3.46% | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.26% | +0.08% | -17.91% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.25% | — | +4.60% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.25% | +0.12% | +2.76% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.25% | +0.09% | +9.83% | |
| 48 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.24% | -0.24% | EXIT | |
| 49 | SPGI | S&p Global Inc | Stock-Financials | 0.24% | -0.02% | +2.71% | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.22% | -0.03% | +1.41% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | +1.3% | +6.20% | Add |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.6% | +8.49% | Add |
| 3 | AGG | Ishares Core U.s. Aggregate | +0.5% | +7.16% | Add |
| 4 | TSLA | Tesla Inc | +0.2% | +10.70% | Add |
| 5 | AMZN | Amazon.com Inc | +0.2% | +6.90% | Add |
| 6 | VRIG | Invesco Variable Rate Invest | +0.2% | +2.61% | Add |
| 7 | AVGO | Broadcom Inc | +0.1% | +14.58% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | +8.39% | Add |
| 9 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 10 | AAPL | Apple Inc | +0.1% | +1.99% | Add |
| 11 | JMST | JPM Ultra-short Muni Income | +0.1% | +2.35% | Add |
| 12 | V | Visa Inc-class A Shares | +0.1% | +12.54% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +7.27% | Add |
| 14 | NVDA | Nvidia CORP | +0.1% | +0.94% | Add |
| 15 | KLAC | Kla CORP | +0.1% | NEW | New buy |
| 16 | TMUS | T-mobile US Inc | +0.1% | NEW | New buy |
| 17 | TXN | Texas Instruments Inc | +0.1% | NEW | New buy |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | New buy |
| 19 | CRM | Salesforce Inc | +0.1% | +3.46% | Add |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +0.30% | Add |
| 21 | META | Meta Platforms Inc-class A | +0.1% | +6.60% | Add |
| 22 | APO | Apollo Global Management Inc | 0% | +4.96% | Add |
| 23 | WMT | Walmart Inc | 0% | +11.84% | Add |
| 24 | WFC | Wells Fargo & Co | 0% | +8.09% | Add |
| 25 | MRVL | Marvell Technology Inc | 0% | +4.82% | Add |
| 26 | AXP | American Express Co | 0% | +0.87% | Add |
| 27 | NFLX | Netflix Inc | 0% | +2.13% | Add |
| 28 | CSCO | Cisco Systems Inc | 0% | +2.76% | Add |
| 29 | MA | Mastercard Inc - A | 0% | +4.60% | Add |
| 30 | COF | Capital One Financial CORP | 0% | +4.84% | Add |
| 31 | GEV | GE Vernova Inc | 0% | -0.48% | Trim |
| 32 | AMP | Ameriprise Financial Inc | 0% | +4.83% | Add |
| 33 | KMI | Kinder Morgan, Inc. | 0% | +3.62% | Add |
| 34 | COST | Costco Wholesale CORP | 0% | +7.68% | Add |
| 35 | DFSEUR | Discover Financial Services | 0% | +0.79% | Add |
| 36 | MS | Morgan Stanley | 0% | +2.17% | Add |
| 37 | CVX | Chevron CORP | 0% | +13.19% | Add |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +6.75% | Add |
| 39 | BAC | Bank Of America CORP | 0% | -0.15% | Trim |
| 40 | FICO | Fair Isaac CORP | 0% | +12.58% | Add |
| 41 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 42 | ISRG | Intuitive Surgical Inc | 0% | +3.57% | Add |
| 43 | DIS | Walt Disney Co/the | 0% | +13.00% | Add |
| 44 | T | At&t Inc | 0% | +8.93% | Add |
| 45 | HPE | Hewlett Packard Enterprise | 0% | +17.01% | Add |
| 46 | GS | Goldman Sachs Group Inc | 0% | +1.44% | Add |
| 47 | KR | Kroger Co | 0% | — | Unchanged |
| 48 | PAYX | Paychex Inc | 0% | +5.78% | Add |
| 49 | SNPS | Synopsys Inc | 0% | +16.23% | Add |
| 50 | VXF | Vanguard Extended Market ETF | 0% | — | Unchanged |
According to official SEC Form 13F filings, Sunflower Bank, N.A. reported a total U.S. public equity portfolio value of $418.3M across 127 disclosed positions in Q4 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 VV, AGG, VTEB) accounted for 48.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $376.2K
Top Position Liquidated / Trimmed
IEMG
前期市值: $380.4K
During Q4 2024, Sunflower Bank, N.A.'s top holdings by market value included VV (14.0%)、AGG (13.8%)、VTEB (11.3%). The largest single position, VV, represented 14.0% of total portfolio value.
In Q4 2024, Sunflower Bank, N.A. made 126 total portfolio adjustments, initiating 5 new buys, adding to 88 positions, trimming 24 holdings, and fully liquidating 9 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.