CIK: 0001818759
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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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.
Trim 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
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% | — | -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% | — | +0.58% | |
| 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% | — | — | |
| 25 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 0.59% | — | — | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | — | -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% | — | -0.88% | |
| 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% | — | +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% | — | -15.92% | |
| 36 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.45% | — | +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% | — | -1.21% | |
| 39 | UNP | Union Pacific CORP | Stock-Industrials | 0.40% | — | +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% | — | -1.81% | |
| 42 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.36% | — | — | |
| 43 | DELL | Dell Technologies -c | Stock-Tech | 0.34% | +0.20% | -0.90% | |
| 44 | VRIG | Invesco Variable Rate Invest | ETF-Other | 0.34% | — | -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% |
Performance for Q3 2026
+2%
Performance Last 4 Quarters
+16.5%
Based on 56% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-06-30 | 226 | $418.3M | 14 | |
| 2026-03-31 | 221 | $392.4M | 7 | |
| 2025-12-31 | 222 | $396.9M | 36 | |
| 2025-09-30 | 212 | $411.1M | 30 | |
| 2025-06-30 | 202 | $395.4M | 0 | |
| 2025-03-31 | 188 | $356.7M | 100 | |
| 2024-12-31 | 189 | $359.8M | 0 | |
| 2024-09-30 | 200 | $364.8M | 0 | |
| 2024-06-30 | 189 | $423.6M | 0 | |
| 2024-03-31 | 187 | $444.4M | 0 | |
| 2023-12-31 | 181 | $439.5M | 0 | |
| 2023-09-30 | 172 | $414.7M | 0 | |
| 2023-06-30 | 171 | $430.1M | 0 | |
| 2023-03-31 | 173 | $442.3M | 0 | |
| 2022-12-31 | 176 | $459.4M | 0 | |
| 2022-09-30 | 179 | $440.9M | 0 | |
| 2022-06-30 | 238 | $505.9M | 0 | |
| 2022-03-31 | 275 | $736.3M | 0 | |
| 2021-12-31 | 273 | $740.6M | 0 | |
| 2021-09-30 | 274 | $708.7M | 0 | |
| 2021-06-30 | 290 | $650.5M | 9 | |
| 2021-03-31 | 286 | $610.8M | 15 | |
| 2020-12-31 | 277 | $582.3M | 80 | |
| 2020-09-30 | 102 | $252.2M | 19 | |
| 2020-06-30 | 112 | $252.1M | — |
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 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.05% | Add |
| 29 | GOOGL | Alphabet Inc-cl A | +0.1% | -7.21% | Trim |
| 30 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | -1.00% | Trim |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +22.40% | Add |
| 32 | V | Visa Inc-class A Shares | +0.1% | +8.54% | Add |
| 33 | AAPL | Apple INC | 0% | -1.62% | Trim |
| 34 | NVDA | Nvidia CORP | 0% | -1.67% | Trim |
| 35 | JPM | Jpmorgan Chase & Co | 0% | +4.28% | Add |
| 36 | VWO | Vanguard Ftse Emerging Marke | 0% | -2.42% | Trim |
| 37 | VGK | Vanguard Ftse Europe ETF | 0% | -1.36% | Trim |
| 38 | GARP | Ishares Msci USA Quality Gar | -0.1% | EXIT | Sold out |
| 39 | VXUS | Vanguard Total Intl Stock | -0.1% | -4.78% | Trim |
| 40 | DGRW | Wisdomtree U.s. Quality Divi | -0.1% | EXIT | Sold out |
| 41 | CVX | Chevron CORP | -0.1% | -4.18% | Trim |
| 42 | CME | Cme Group INC | -0.1% | EXIT | Sold out |
| 43 | EXI | Ishares Global Industrials E | -0.1% | EXIT | Sold out |
| 44 | JMST | JPM Ultra-short Muni Income | -0.1% | -65.86% | Trim |
| 45 | ACWI | Ishares Msci Acwi ETF | -0.2% | EXIT | Sold out |
| 46 | XOM | Exxon Mobil CORP | -0.3% | -2.71% | Trim |
| 47 | PYLD | Pimco Multisector Bond Actv | -0.6% | +0.16% | Add |
| 48 | AGG | Ishares Core U.s. Aggregate | -0.7% | -4.50% | Trim |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.2% | -37.97% | Trim |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | -1.2% | -6.22% | Trim |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-06-30 | 2026-07-13 | 13F-HR | View on EDGAR |
| 2026-03-31 | 2026-04-10 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-09 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-10 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-10 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-11 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-10 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-10 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-12 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-16 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-13 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-27 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-19 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-28 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-09-13 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-09-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-09-13 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2022-09-12 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-09-10 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-09-13 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-09-20 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-21 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-21 | 13F-HR | View on EDGAR |
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