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CIK: 0001818759
Total reported value
$418.3M
$418.3M
128 檔
48.4%
The Q1 2025 SEC filing reveals that Sunflower Bank, N.A. held a total portfolio value of $418.3M, covering 128 public equity positions.
In Q1 2025, Sunflower Bank, N.A. adopted a defensive or profit-taking posture, trimming 62 positions and completely liquidating 101 holdings to manage risk exposure.
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 Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 14.45% | -0.71% | +1.37% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-Other | 13.66% | +0.71% | +1.33% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 11.31% | -1.24% | +0.13% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 10.10% | -0.07% | -3.07% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.21% | +0.39% | +1.17% | |
| 6 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 5.24% | +0.01% | +0.17% | |
| 7 | VRIG | Invesco Variable Rate Invest | ETF-Other | 3.76% | -0.06% | +1.22% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.67% | -1.20% | -0.60% | |
| 9 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.96% | -0.14% | +8.61% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.74% | +0.02% | -0.97% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -0.27% | +2.34% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.86% | +0.04% | -1.03% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 0.81% | +0.07% | +0.78% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.77% | -0.04% | -0.45% | |
| 15 | AGZ | Ishares Agency Bond ETF | ETF-Other | 0.71% | -0.04% | — | |
| 16 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 0.68% | -0.04% | — | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.05% | +1.96% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | +0.06% | +0.72% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.58% | +0.04% | -0.16% | |
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.56% | -0.01% | +1.28% | |
| 21 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.54% | -0.03% | -2.35% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 0.53% | -0.07% | -0.02% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.09% | -0.08% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.01% | +0.23% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | -0.04% | +0.91% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | +0.04% | -0.21% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.43% | -0.02% | — | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | +0.11% | -3.28% | |
| 29 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.40% | -0.04% | -16.12% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.40% | +0.01% | -0.30% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.40% | +0.05% | +0.50% | |
| 32 | UNP | Union Pacific CORP | Stock-Industrials | 0.39% | +0.02% | +0.74% | |
| 33 | IDV | Ishares International Select | ETF-Other | 0.38% | -0.04% | -0.29% | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.37% | +0.02% | -0.76% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.35% | +0.05% | +0.23% | |
| 36 | GE | General Electric | Stock-Industrials | 0.34% | +0.10% | -0.86% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | +0.05% | +1.65% | |
| 38 | AXP | American Express Co | Stock-Financials | 0.31% | +0.01% | +0.15% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.30% | — | — | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.29% | +0.22% | +1.19% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.27% | — | +1.45% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.26% | +0.12% | -0.03% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.26% | -0.03% | +0.36% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.26% | +0.09% | +0.17% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | +0.02% | +0.59% | |
| 46 | SPGI | S&p Global Inc | Stock-Financials | 0.24% | -0.02% | -0.41% | |
| 47 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.24% | -0.24% | EXIT | |
| 48 | HUBB | Hubbell Inc | Stock-Industrials | 0.23% | — | — | |
| 49 | ADP | Automatic Data Processing | Stock-Tech | 0.23% | — | -0.60% | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.22% | +0.08% | -3.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +12.1% | +1.37% | Add |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | +10.4% | +0.13% | Add |
| 3 | VV | Vanguard Large-cap ETF | +8.7% | +1.33% | Add |
| 4 | IJR | Ishares Core S&p Small-cap E | +6.6% | +1.17% | Add |
| 5 | PG | Procter & Gamble Co/the | +2% | +0.17% | Trim |
| 6 | NVDA | Nvidia CORP | +0.5% | -0.16% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.5% | +2.34% | Trim |
| 8 | AGZ | Ishares Agency Bond ETF | +0.4% | — | Add |
| 9 | IDV | Ishares International Select | +0.3% | -0.29% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.3% | +0.91% | Trim |
| 11 | AMZN | Amazon.com Inc | +0.3% | +0.72% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.3% | -0.08% | Add |
| 13 | LLY | Eli Lilly & Co | +0.3% | -3.28% | Trim |
| 14 | V | Visa Inc-class A Shares | +0.3% | +0.50% | Add |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +1.65% | Trim |
| 16 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.23% | Add |
| 17 | AAPL | Apple Inc | +0.2% | -1.03% | Trim |
| 18 | MA | Mastercard Inc - A | +0.2% | +1.45% | Add |
| 19 | SPGI | S&p Global Inc | +0.2% | -0.41% | Add |
| 20 | COST | Costco Wholesale CORP | +0.1% | +1.89% | Trim |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | -0.21% | Trim |
| 22 | KR | Kroger Co | +0.1% | — | Trim |
| 23 | QLTA | Ishares Aaa - A Rated Corpor | +0.1% | — | Add |
| 24 | AON | Aon plc | +0.1% | +0.06% | Add |
| 25 | WMT | Walmart Inc | +0.1% | +0.91% | Add |
| 26 | MRK | Merck & Co. Inc. | +0.1% | -0.30% | Trim |
| 27 | WFC | Wells Fargo & Co | 0% | +0.97% | Trim |
| 28 | LOW | Lowe's Cos Inc | 0% | +0.43% | Trim |
| 29 | MCO | Moody's CORP | 0% | +0.21% | Trim |
| 30 | TMO | Thermo Fisher Scientific Inc | 0% | +0.56% | Trim |
| 31 | DFSEUR | Discover Financial Services | 0% | -0.96% | Trim |
| 32 | T | At&t Inc | — | +0.14% | Trim |
| 33 | ETN | Eaton Corporation plc | — | -1.99% | Trim |
| 34 | AMGN | Amgen Inc | — | +2.06% | Trim |
| 35 | ACN | Accenture plc | 0% | +0.07% | Trim |
| 36 | SCHD | Schwab US Dvd Equity ETF | 0% | +3.30% | Add |
| 37 | NEE | Nextera Energy Inc | 0% | +5.28% | Trim |
| 38 | JNJ | Johnson & Johnson | 0% | +0.23% | Trim |
| 39 | XLK | Ss Technology Select Sector | 0% | -3.60% | Trim |
| 40 | CSCO | Cisco Systems Inc | 0% | -0.03% | Trim |
| 41 | HD | Home Depot Inc | 0% | -1.05% | Trim |
| 42 | VZ | Verizon Communications Inc | 0% | -1.99% | Trim |
| 43 | MCD | Mcdonald's CORP | 0% | — | Trim |
| 44 | QCOM | Qualcomm Inc | 0% | +2.85% | Trim |
| 45 | TXN | Texas Instruments Inc | 0% | +2.32% | Trim |
| 46 | HUBB | Hubbell Inc | -0.1% | — | Trim |
| 47 | IVV | Ishares Core S&p 500 ETF | -0.1% | +1.96% | Trim |
| 48 | ORCL | Oracle CORP | -0.1% | +0.69% | Trim |
| 49 | CAT | Caterpillar Inc | -0.1% | +6.61% | Trim |
| 50 | PM | Philip Morris International | -0.1% | +3.31% | Trim |
According to official SEC Form 13F filings, Sunflower Bank, N.A. reported a total U.S. public equity portfolio value of $418.3M across 128 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
VRIG
市值: $13.4M
Top Position Liquidated / Trimmed
SPSB
前期市值: $48.0M
During Q1 2025, Sunflower Bank, N.A.'s top holdings by market value included AGG (14.4%)、VV (13.7%)、VTEB (11.3%). The largest single position, AGG, represented 14.4% of total portfolio value.
In Q1 2025, Sunflower Bank, N.A. made 200 total portfolio adjustments, initiating 20 new buys, adding to 17 positions, trimming 62 holdings, and fully liquidating 101 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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