SB
Sunflower Bank, NA Wealth Management Historical SEC 13F Holdings & Archive (Q3 2020)
Sunflower Bank, NA Wealth ManagementCIK: 0001478417
Momentum followerSector-focusedLong-term holder
Total reported value
$298.6M
Reporting period: 2020-09-30 · Number of holdings: 172
SUNFLOWER BANK, NA WEALTH MANAGEMENT disclosed 172 holdings in its latest 13F filing for the period ending 2020-09-30, with total reported value of $298.6M and a quarterly turnover rate of 16.5%.
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Personality snowflake
- Concentration
- 36.23
- Portfolio Stability
- 16.52
- Momentum
- 100
- Sector conviction
- 72.51
- Diversification
- 100
- Sizing Uniformity
- 68.89
Sunflower Bank, NA Wealth Management's disclosed holdings carry a Herfindahl concentration index of 0.091 — mathematically equivalent to about 11 equally-sized positions, well below its 172 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 3.11), 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 33% 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 BRK-A
-75.0% -$7.5M
Add IAUUSD
+1473.6% $4.4M
Add IEMG
+630.3% $3.4M
Add PG
-0.7% $2.9M
Trim XLV
-45.0% -$2.7M
Add ABT
0.0% $2.1M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 117 holdings (of 172 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 25.96% | +0.38% | -6.31% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.98% | +0.35% | +4.48% | |
| 3 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 7.22% | +0.95% | -0.69% | |
| 4 | ABT | Abbott Laboratories | Stock-Healthcare | 4.35% | +0.69% | — | |
| 5 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 4.04% | +0.06% | -6.11% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 3.70% | -0.53% | -1.76% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.95% | +0.09% | +3.06% | |
| 8 | QCOM | Qualcomm Inc | Stock-Tech | 2.93% | +0.31% | -12.81% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.97% | +0.11% | +234.39% | |
| 10 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.82% | +0.18% | +0.61% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.70% | -0.37% | -21.11% | |
| 12 | IAUUSD | Ishares Gold Trust | ETF-Commodities | 1.57% | +1.48% | +1473.63% | |
| 13 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.36% | +0.07% | +1.50% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.32% | +1.16% | +630.29% | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.26% | — | +3.98% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-Other | 1.26% | -0.91% | -44.97% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | +0.35% | +34.27% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.08% | — | +1.17% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.07% | -2.52% | -75.00% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.06% | -0.11% | -12.10% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.01% | +0.42% | +53.53% | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.98% | +0.09% | -0.53% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | — | -4.52% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | — | -7.68% | |
| 25 | PFE | Pfizer Inc | Stock-Healthcare | 0.62% | — | -8.53% | |
| 26 | TGT | Target CORP | Stock-Consumer Disc | 0.61% | +0.10% | -9.39% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.60% | — | — | |
| 28 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.59% | -0.14% | -20.11% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | — | -4.46% | |
| 30 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.52% | — | -0.44% | |
| 31 | AME | Ametek Inc | Stock-Industrials | 0.45% | — | — | |
| 32 | HUBB | Hubbell Inc | Stock-Industrials | 0.45% | — | — | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.44% | — | -6.10% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.41% | -0.10% | +0.18% | |
| 35 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.39% | — | -24.05% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.14% | -3.15% | |
| 37 | PGX | Invesco Preferred ETF | ETF-Other | 0.37% | — | -7.01% | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.37% | -0.10% | -22.80% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.35% | — | -13.96% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.34% | -0.12% | -10.51% | |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.34% | -0.09% | -24.54% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | — | -20.99% | |
| 43 | INTC | Intel CORP | Stock-Tech | 0.34% | -0.14% | -19.06% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | — | -23.12% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.33% | — | -16.79% | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.32% | — | -9.64% | |
| 47 | T | At&t Inc | Stock-Comm Services | 0.31% | — | -7.42% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.28% | — | -20.70% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.28% | — | -3.68% | |
| 50 | PFF | Ishares Preferred & Income S | ETF-Other | 0.27% | — | -23.84% |
1–50 of 117
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2020 Q3 | 172 | $298.6M | 17 | ||
| 2020 Q2 | 174 | $297.7M | 21 | ||
| 2020 Q1 | 174 | $263.2M | 31 | ||
| 2019 Q4 | 195 | $327.0M | 18 | ||
| 2019 Q3 | 199 | $312.9M | 12 | ||
| 2019 Q2 | 200 | $310.2M | 21 | ||
| 2019 Q1 | 199 | $332.1M | 16 | ||
| 2018 Q4 | 197 | $312.2M | 23 | ||
| 2018 Q3 | 203 | $354.9M | 16 | ||
| 2018 Q2 | 210 | $342.2M | 39 | ||
| 2018 Q1 | 213 | $362.1M | 12 | ||
| 2017 Q4 | 206 | $371.3M | 36 | ||
| 2017 Q3 | 147 | $276.4M | 23 | ||
| 2017 Q2 | 151 | $294.6M | 12 | ||
| 2017 Q1 | 146 | $293.6M | 8 | ||
| 2016 Q4 | 142 | $280.2M | 14 | ||
| 2016 Q3 | 145 | $273.4M | 21 | ||
| 2016 Q2 | 143 | $285.1M | 6 | ||
| 2016 Q1 | 143 | $280.1M | 11 | ||
| 2015 Q4 | 144 | $285.0M | 10 | ||
| 2015 Q3 | 147 | $274.3M | 16 | ||
| 2015 Q2 | 150 | $293.7M | 12 | ||
| 2015 Q1 | 154 | $304.2M | 15 | ||
| 2014 Q4 | 157 | $313.9M | 15 | ||
| 2014 Q3 | 154 | $293.3M | 34 | ||
| 2014 Q2 | 157 | $245.7M | 27 | ||
| 2014 Q1 | 155 | $206.2M | 7 | ||
| 2013 Q4 | 152 | $197.8M | 14 | ||
| 2013 Q3 | 147 | $184.4M | 14 | ||
| 2013 Q2 | 144 | $184.7M | 0 |
Holding changes this quarter
Sunflower Bank, NA Wealth Management's most significant position changes for 2020-09-30: Sold out: Ishares Russell 1000 ETF (IWB); Sold out: Ishares 0-5 Yr Hy CORP Bond (SHYG); Sold out: Ss Consumer Staples Sel Sect (XLP); Sold out: Ishares Core S&p Midcap ETF (IJH); Sold out: Ishares S&p 500 Value ETF (IVE).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IAUUSD | Ishares Gold Trust | +1.5% | +1473.63% | Add |
| 2 | IEMG | Ishares Core Msci Emerging | +1.2% | +630.29% | Add |
| 3 | PG | Procter & Gamble Co/the | +1% | -0.69% | Trim |
| 4 | ABT | Abbott Laboratories | +0.7% | — | Unchanged |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +53.53% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | -6.31% | Trim |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.4% | +4.48% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.4% | +34.27% | Add |
| 9 | QCOM | Qualcomm Inc | +0.3% | -12.81% | Trim |
| 10 | KO | Coca-cola Co/the | +0.2% | +0.61% | Add |
| 11 | AAPL | Apple Inc | +0.1% | +234.39% | Add |
| 12 | TGT | Target CORP | +0.1% | -9.39% | Trim |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +3.06% | Add |
| 14 | EEM | Ishares Msci Emerging Market | +0.1% | -0.53% | Trim |
| 15 | MDY | State Street Spdr S&p Midcap | +0.1% | +1.50% | Add |
| 16 | ACWI | Ishares Msci Acwi ETF | +0.1% | -6.11% | Trim |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -33.33% | Trim |
| 18 | BMY | Bristol-myers Squibb Co | -0.1% | -33.75% | Trim |
| 19 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.1% | -24.54% | Trim |
| 20 | DVY | Ishares Select Dividend ETF | -0.1% | -22.80% | Trim |
| 21 | CVX | Chevron CORP | -0.1% | +0.18% | Add |
| 22 | IJR | Ishares Core S&p Small-cap E | -0.1% | -12.10% | Trim |
| 23 | GILD | Gilead Sciences Inc | -0.1% | -34.00% | Trim |
| 24 | CSCO | Cisco Systems Inc | -0.1% | -10.51% | Trim |
| 25 | INTC | Intel CORP | -0.1% | -19.06% | Trim |
| 26 | SDY | Ss Spdr S&p Dividend ETF | -0.1% | -20.11% | Trim |
| 27 | XOM | Exxon Mobil CORP | -0.1% | -3.15% | Trim |
| 28 | IWM | Ishares Russell 2000 ETF | -0.4% | -21.11% | Trim |
| 29 | ABBV | Abbvie Inc | -0.5% | -1.76% | Trim |
| 30 | XLV | Ss Health Care Select Sector | -0.9% | -44.97% | Trim |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | -2.5% | -75.00% | Trim |
| 32 | IWB | Ishares Russell 1000 ETF | — | EXIT | Sold out |
| 33 | SHYG | Ishares 0-5 Yr Hy CORP Bond | — | EXIT | Sold out |
| 34 | XLP | Ss Consumer Staples Sel Sect | — | EXIT | Sold out |
| 35 | IJH | Ishares Core S&p Midcap ETF | — | EXIT | Sold out |
| 36 | IVE | Ishares S&p 500 Value ETF | — | EXIT | Sold out |
| 37 | PDBC | Invesco Optimum Yield Divers | — | NEW | New buy |
| 38 | IWO | Ishares Russell 2000 Growth | — | EXIT | Sold out |
| 39 | NFLX | Netflix Inc | — | NEW | New buy |
| 40 | VRP | Invesco Variable Rate Prefer | — | EXIT | Sold out |
| 41 | IEI | Ishares 3-7 Year Treasury Bo | — | EXIT | Sold out |
| 42 | USB | US Bancorp | — | EXIT | Sold out |
| 43 | AMLP | Alerian Mlp ETF | — | EXIT | Sold out |
| 44 | DE | Deere & Co | — | NEW | New buy |
| 45 | NVAX | Novavax Inc | — | NEW | New buy |
| 46 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 47 | SWK | Stanley Black & Decker Inc | — | NEW | New buy |
| 48 | EMR | Emerson Electric Co | — | NEW | New buy |
| 49 | SMOG | Vaneck Low Carbon Energy ETF | — | NEW | New buy |
| 50 | MOO | Vaneck Agribusiness ETF | — | NEW | New buy |
Filing History
FAQ
What is Sunflower Bank, NA Wealth Management and what type of investor is it?
Sunflower Bank, NA Wealth Management 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 (2020-09-30), the firm manages a tracked equity portfolio valued at approximately $298.6M, spread across 172 disclosed positions.
What are Sunflower Bank, NA Wealth Management's largest equity positions?
Based on the latest 13F filing, Sunflower Bank, NA Wealth Management's top holdings by market value are:
1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $77.5M (26.0%)
2. Ishares Core U.s. Aggregate (AGG) — $26.8M (9.0%)
3. Procter & Gamble Co/the (PG) — $21.6M (7.2%)
4. Abbott Laboratories (ABT) — $13.0M (4.3%)
5. Ishares Msci Acwi ETF (ACWI) — $12.0M (4.0%)
What changes did Sunflower Bank, NA Wealth Management make in its most recent portfolio filing?
In the latest reported quarter, Sunflower Bank, NA Wealth Management made 49 notable position adjustments: 9 new positions were initiated, 10 existing holdings were added to, 20 positions were partially reduced, and 10 were completely exited. The largest of these moves: Sold out: Ishares Russell 1000 ETF (IWB); Sold out: Ishares 0-5 Yr Hy CORP Bond (SHYG); Sold out: Ss Consumer Staples Sel Sect (XLP); Sold out: Ishares Core S&p Midcap ETF (IJH); Sold out: Ishares S&p 500 Value ETF (IVE)
What sectors does Sunflower Bank, NA Wealth Management focus on?
Sunflower Bank, NA Wealth Management is concentrated in the following sectors based on its current disclosed equity portfolio:
• Health Care: 31.6%
• Consumer Staples: 30.2%
• Information Technology: 20.8%
• Consumer Discretionary: 5.8%
• Industrials: 4.3%
• Communication Services: 3.9%
Investment Profile
Sunflower Bank, NA Wealth Management's portfolio is moderately concentrated and long-term-holding, with 31.6% of the portfolio concentrated in Health Care.
It has added to its SPY position over the past two quarters (+$11.1M, now $77.5M), while trimming BRK-A over the same stretch (-$7.7M, still holding $3.2M).
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