Sunflower Bank, N.A.

Diversified strategyMomentum followerLong-term holder

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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Personality snowflake

Concentration: 24.56
Portfolio Stability: 13.55
Momentum/Contrarian: 100
Sector conviction: 55.58
Diversification: 100
Sizing Uniformity: 70.31

Recent moves

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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 159 holdings (of 226 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
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%

1–50 of 159

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-06-30	226	$418.3M	14	1VV 2PYLD 3VTEB Top holdings2026-06-30 1.VV 2.PYLD 3.VTEB 4.VXUS 5.AGG 6.IJR 7.EMR 8.VGK 9.SPY 10.EVSM
2026-03-31	221	$392.4M	7	1VV 2VTEB 3PYLD Top holdings2026-03-31 1.VV 2.VTEB 3.PYLD 4.VXUS 5.AGG 6.IJR 7.SPY 8.VGK 9.EMR 10.EVSM
2025-12-31	222	$396.9M	36	1VV 2VTEB 3PYLD Top holdings2025-12-31 1.VV 2.VTEB 3.PYLD 4.AGG 5.VXUS 6.IJR 7.SPY 8.EMR 9.VGK 10.EVSM
2025-09-30	212	$411.1M	30	1VV 2AGG 3VTEB Top holdings2025-09-30 1.VV 2.AGG 3.VTEB 4.VXUS 5.IJR 6.SPY 7.VRIG 8.EMR 9.VGK 10.JFLX
2025-06-30	202	$395.4M	0	1VV 2AGG 3VTEB Top holdings2025-06-30 1.VV 2.AGG 3.VTEB 4.VXUS 5.PG 6.IJR 7.SPY 8.VRIG 9.EMR 10.VGK
2025-03-31	188	$356.7M	100	1AGG 2VV 3VTEB Top holdings2025-03-31 1.AGG 2.VV 3.VTEB 4.VXUS 5.IJR 6.PG 7.VRIG 8.SPY 9.JMST 10.VWO
2024-12-31	189	$359.8M	0	1VV 2AGG 3VTEB Top holdings2024-12-31 1.VV 2.AGG 3.VTEB 4.VXUS 5.IJR 6.PG 7.SPY 8.VRIG 9.JMST 10.VWO
2024-09-30	200	$364.8M	0	1AGG 2VV 3VTEB Top holdings2024-09-30 1.AGG 2.VV 3.VTEB 4.VXUS 5.IJR 6.PG 7.SPY 8.VRIG 9.JMST 10.VWO
2024-06-30	189	$423.6M	0	1ADM 2AGG 3VXUS Top holdings2024-06-30 1.ADM 2.AGG 3.VXUS 4.VV 5.VTEB 6.IJR 7.PG 8.SPY 9.VRIG 10.JMST
2024-03-31	187	$444.4M	0	1ADM 2VXUS 3AGG Top holdings2024-03-31 1.ADM 2.VXUS 3.AGG 4.VTEB 5.VV 6.SPY 7.PG 8.IJR 9.VRIG 10.JPIB
2023-12-31	181	$439.5M	0	1ADM 2VXUS 3AGG Top holdings2023-12-31 1.ADM 2.VXUS 3.AGG 4.VTEB 5.VV 6.SPY 7.IJR 8.PG 9.VRIG 10.JPIB
2023-09-30	172	$414.7M	0	1ADM 2VXUS 3AGG Top holdings2023-09-30 1.ADM 2.VXUS 3.AGG 4.VTEB 5.VV 6.SPY 7.PG 8.IJR 9.VRIG 10.JPIB
2023-06-30	171	$430.1M	0	1ADM 2VXUS 3AGG Top holdings2023-06-30 1.ADM 2.VXUS 3.AGG 4.VV 5.VTEB 6.SPY 7.PG 8.VRIG 9.IJR 10.JPIB
2023-03-31	173	$442.3M	0	1ADM 2VXUS 3AGG Top holdings2023-03-31 1.ADM 2.VXUS 3.AGG 4.VV 5.VTEB 6.SPY 7.PG 8.VRIG 9.IJR 10.JPIB
2022-12-31	176	$459.4M	0	1ADM 2VXUS 3SPSB Top holdings2022-12-31 1.ADM 2.VXUS 3.SPSB 4.SHM 5.VV 6.SPY 7.PG 8.VRIG 9.JPIB 10.VXF
2022-09-30	179	$440.9M	0	1ADM 2VXUS 3SPSB Top holdings2022-09-30 1.ADM 2.VXUS 3.SPSB 4.SHM 5.SPY 6.VV 7.VRIG 8.JPIB 9.PG 10.VXF
2022-06-30	238	$505.9M	0	1ADM 2VXUS 3SPSB Top holdings2022-06-30 1.ADM 2.VXUS 3.SPSB 4.SHM 5.SPY 6.VV 7.JPIB 8.PG 9.VRIG 10.VXF
2022-03-31	275	$736.3M	0	1ADM 2SPY 3VXUS Top holdings2022-03-31 1.ADM 2.SPY 3.VXUS 4.SPSB 5.VV 6.SHM 7.PG 8.VXF 9.JPIB 10.ABBV
2021-12-31	273	$740.6M	0	1ADM 2SPY 3VXUS Top holdings2021-12-31 1.ADM 2.SPY 3.VXUS 4.SPSB 5.VV 6.FIXD 7.SHM 8.PG 9.VXF 10.JPIB
2021-09-30	274	$708.7M	0	1ADM 2SPY 3VXUS Top holdings2021-09-30 1.ADM 2.SPY 3.VXUS 4.SPSB 5.VV 6.FIXD 7.SHM 8.PG 9.VXF 10.JPIB
2021-06-30	290	$650.5M	9	1SPY 2VXUS 3SPSB Top holdings2021-06-30 1.SPY 2.VXUS 3.SPSB 4.VV 5.SHM 6.FIXD 7.PG 8.VXF 9.JPIB 10.AGG
2021-03-31	286	$610.8M	15	1SPY 2VXUS 3SPSB Top holdings2021-03-31 1.SPY 2.VXUS 3.SPSB 4.VV 5.SHM 6.FIXD 7.PG 8.AGG 9.VXF 10.JPIB
2020-12-31	277	$582.3M	80	1SPY 2VXUS 3SPSB Top holdings2020-12-31 1.SPY 2.VXUS 3.SPSB 4.AGG 5.SHM 6.VV 7.PG 8.VXF 9.FIXD 10.JPIB
2020-09-30	102	$252.2M	19	1VXUS 2SPSB 3SHM Top holdings2020-09-30 1.VXUS 2.SPSB 3.SHM 4.VV 5.FIXD 6.VXF 7.JPIB 8.VWO 9.ADM 10.BIV
2020-06-30	112	$252.1M	—	1VXUS 2SPSB 3SHM Top holdings2020-06-30 1.VXUS 2.SPSB 3.SHM 4.VV 5.VXF 6.BIV 7.VTEB 8.VWO 9.JPIB 10.ADM

Holding changes this quarter

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).

Position changes disclosed by Sunflower Bank, N.A. for the quarter ending 2026-06-30, including ticker, issuer, weight change, shares change, and action
#	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

FAQ

What is Sunflower Bank, N.A. and what type of investor is it?

Sunflower Bank, N.A. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $418.3M, spread across 226 disclosed positions.

What are Sunflower Bank, N.A.'s largest equity positions?

Based on the latest 13F filing, Sunflower Bank, N.A.'s top holdings by market value are: 1. Vanguard Large-cap ETF (VV) — $63.8M (15.3%) 2. Pimco Multisector Bond Actv (PYLD) — $45.1M (10.8%) 3. Vanguard Tax-exempt Bond ETF (VTEB) — $42.5M (10.2%) 4. Vanguard Total Intl Stock (VXUS) — $30.3M (7.2%) 5. Ishares Core U.s. Aggregate (AGG) — $24.7M (5.9%)

What changes did Sunflower Bank, N.A. make in its most recent portfolio filing?

In the latest reported quarter, Sunflower Bank, N.A. made 50 notable position adjustments: 4 new positions were initiated, 14 existing holdings were added to, 27 positions were partially reduced, and 5 were completely exited. The largest of these moves: 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)

What sectors does Sunflower Bank, N.A. focus on?

Sunflower Bank, N.A. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 31.6% • Industrials: 21.3% • Health Care: 11.9% • Financials: 11.4% • Communication Services: 7.7% • Consumer Discretionary: 5.6%