Sunflower Bank, N.A.
CIK 1818759 · View on SEC EDGAR ↗
- Portfolio value
- $281.6M
- Positions
- 159
- As of
- June 30, 2026
#5,369 of 9,443 by 13F value · top 56.9%
Portfolio value QoQ: +223.9% 13F does not disclose cash
- Top 10 holdings weight
- 69.69%
- Top 25 holdings weight
- 80.69%
- Positions above 1%
- 10
- Effective number of positions
- 10.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 2.72% Est. buys $189,318,550 · sells $5,007,701
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 88.8% still held
- New positions
- 13
- Increased
- 66
- Decreased
- 51
- Closed
- 9
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Industrials
8.2%
Technology
8.2%
Healthcare
3.8%
Communication Services
3.0%
Financial Services
2.5%
Financials
1.9%
Energy
1.1%
Retail
0.9%
Consumer Staples
0.8%
Utilities
0.3%
Consumer Discretionary
0.3%
Communications
0.3%
Consumer products
0.2%
Telecommunication
0.2%
Materials
0.2%
Real Estate
0.1%
Other/Unmapped
68.1%
Full portfolio 159 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VV | $63,033,888 | 22.39% | 183,286 | $62,329,200 | Up ×1 | ||
| PYLD | $45,066,735 | 16.01% | 1,699,349 | $44,975,716 | Up ×1 | ||
| AGG | $24,161,810 | 8.58% | 244,108 | $23,553,086 | Up ×1 | ||
| IJR | $18,974,336 | 6.74% | 127,937 | $18,593,450 | Up ×1 | ||
| EMR Emerson Electric Company Common Stock | $14,792,692 | 5.25% | 103,337 | $1,263,043 | Up ×1 | ||
| EVSM | $9,904,488 | 3.52% | 196,868 | $-109,421 | Down ×1 | ||
| SPY SPY | $9,276,377 | 3.29% | 12,422 | $8,557,101 | Up ×1 | ||
| INTC Intel Corporation - Common Stock | $4,031,956 | 1.43% | 28,876 | $2,729,150 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $3,536,269 | 1.26% | 12,221 | $3,519,773 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3,425,534 | 1.22% | 9,695 | $3,416,928 | Up ×1 | ||
| IVV | $2,756,664 | 0.98% | 3,681 | $353,504 | Up ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2,622,738 | 0.93% | 7,339 | $2,614,111 | Up ×1 | ||
| AGZ | $2,517,184 | 0.89% | 23,035 | $-9,986 | |||
| GNMA iShares GNMA Bond ETF | $2,449,457 | 0.87% | 55,380 | $-5,538 | |||
| LLY Eli Lilly and Company Common Stock | $2,336,490 | 0.83% | 1,948 | $2,330,052 | Up ×1 | ||
| SPSM | $2,263,028 | 0.80% | 39,241 | $347,720 | Down ×4 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2,175,435 | 0.77% | 6,646 | $2,168,081 | Up ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $2,158,522 | 0.77% | 1,870 | $1,607,167 | Up ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1,989,617 | 0.71% | 3,425 | $1,342,913 | Up ×1 | ||
| ABBV AbbVie Inc. Common Stock | $1,901,643 | 0.68% | 7,557 | $258,071 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $1,740,566 | 0.62% | 3,090 | $1,733,700 | Up ×1 | ||
| V Visa Inc. | $1,545,620 | 0.55% | 4,505 | $1,539,877 | Up ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1,534,955 | 0.55% | 11,227 | $-423,770 | Down ×2 | ||
| JNJ Johnson & Johnson Common Stock | $1,530,169 | 0.54% | 6,025 | $57,418 | |||
| IDV | $1,464,178 | 0.52% | 35,341 | $1,398,721 | Up ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $1,426,407 | 0.51% | 3,306 | $878,869 | Down ×3 | ||
| BRKB | $1,389,083 | 0.49% | 2,776 | $302,257 | Up ×1 | ||
| GE GE Aerospace Common Stock | $1,370,468 | 0.49% | 3,667 | $731,985 | Up ×1 | ||
| KLAC KLA Corporation - Common Stock | $1,343,816 | 0.48% | 4,454 | $672,397 | Up ×2 | ||
| HUBB Hubbell Inc Common Stock | $1,321,080 | 0.47% | 2,525 | $81,961 | |||
| UNP Union Pacific Corporation Common Stock | $1,309,136 | 0.46% | 4,813 | $141,406 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $1,231,544 | 0.44% | 9,584 | $502,947 | Up ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $1,056,510 | 0.38% | 13,000 | $67,860 | |||
| MA Mastercard Incorporated Common Stock | $1,013,846 | 0.36% | 1,974 | $53,000 | Up ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $1,002,084 | 0.36% | 2,411 | $996,402 | Up ×1 | ||
| VGT | $1,001,936 | 0.36% | 8,383 | $22,337 | Up ×3 | ||
| WMT Walmart Inc. - Common Stock | $951,271 | 0.34% | 8,399 | $-144,879 | Down ×2 | ||
| VXF | $887,587 | 0.32% | 3,605 | $145,678 | |||
| COF Capital One Financial Corporation Common Stock | $851,030 | 0.30% | 4,242 | $74,790 | Down ×3 | ||
| VRIG Invesco Variable Rate Investment Grade ETF | $839,945 | 0.30% | 33,504 | $260,134 | Up ×1 | ||
| TER Teradyne, Inc. - Common Stock | $829,302 | 0.29% | 1,714 | $264,546 | Down ×2 | ||
| AXP American Express Company Common Stock | $803,344 | 0.29% | 2,375 | $84,954 | |||
| CVX Chevron Corporation Common Stock | $786,531 | 0.28% | 4,745 | $-238,038 | Down ×2 | ||
| HPE Hewlett Packard Enterprise Company Common Stock | $772,960 | 0.27% | 17,135 | $329,380 | Down ×1 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $762,003 | 0.27% | 2,558 | $500,115 | Down ×1 | ||
| QLTA | $755,568 | 0.27% | 15,900 | $-1,113 | |||
| ABT Abbott Laboratories Common Stock | $728,551 | 0.26% | 8,029 | $-97,840 | Down ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $727,218 | 0.26% | 1,831 | $165,701 | Up ×2 | ||
| SHM | $712,328 | 0.25% | 14,851 | $2,005 | |||
| EEM | $711,464 | 0.25% | 10,400 | $120,848 | |||
| BAC Bank of America Corporation Common Stock | $706,780 | 0.25% | 12,404 | $139,574 | Up ×1 | ||
| WFC Wells Fargo & Company Common Stock | $699,052 | 0.25% | 8,459 | $47,444 | Up ×1 | ||
| GEV GE Vernova Inc. Common Stock | $660,271 | 0.23% | 562 | $169,701 | |||
| ORCL Oracle Corporation Common Stock | $656,251 | 0.23% | 4,478 | $516,055 | Up ×1 | ||
| TGT Target Corporation Common Stock | $643,777 | 0.23% | 4,929 | $61,653 | Up ×5 | ||
| VTEB | $592,292 | 0.21% | 11,710 | $27,238 | Up ×1 | ||
| KR Kroger Company (The) Common Stock | $585,453 | 0.21% | 10,543 | $-177,438 | |||
| PM Philip Morris International Inc Common Stock | $519,031 | 0.18% | 2,869 | $502,497 | Up ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $496,230 | 0.18% | 3,384 | $50,199 | Up ×1 | ||
| T AT&T Inc. | $496,076 | 0.18% | 23,965 | $488,394 | Up ×1 | ||
| CRM Salesforce, Inc. Common Stock | $486,273 | 0.17% | 3,104 | $482,913 | Up ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $484,925 | 0.17% | 1,138 | $53,933 | Down ×1 | ||
| GLW Corning Incorporated Common Stock | $484,551 | 0.17% | 1,897 | $210,300 | Down ×1 | ||
| JPIB | $461,791 | 0.16% | 9,551 | $-141,793 | Down ×6 | ||
| SCHD | $459,827 | 0.16% | 14,501 | $14,936 | |||
| MS Morgan Stanley Common Stock | $458,007 | 0.16% | 2,191 | $99,244 | Up ×3 | ||
| LRCX Lam Research Corporation - Common Stock | $448,497 | 0.16% | 1,035 | $223,940 | Down ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $442,303 | 0.16% | 1,297 | $437,493 | Up ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $430,687 | 0.15% | 4,907 | $-25,540 | Down ×1 | ||
| TXN Texas Instruments Incorporated - Common Stock | $427,432 | 0.15% | 1,434 | $160,101 | Up ×2 | ||
| AON Aon plc Class A Ordinary Shares (Ireland) | $423,236 | 0.15% | 1,276 | $-13,163 | Down ×3 | ||
| NFLX Netflix, Inc. - Common Stock | $421,688 | 0.15% | 5,906 | $-148,385 | Down ×1 | ||
| MCO Moody's Corporation Common Stock | $411,251 | 0.15% | 908 | $22,988 | Up ×3 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $395,573 | 0.14% | 789 | $392,132 | Up ×1 | ||
| GM General Motors Company Common Stock | $393,570 | 0.14% | 5,106 | $35,299 | Up ×1 | ||
| PLD Prologis, Inc. Common Stock | $391,779 | 0.14% | 2,892 | $20,882 | Up ×3 | ||
| CVS CVS Health Corporation Common Stock | $372,730 | 0.13% | 3,603 | $117,338 | Up ×1 | ||
| DDOG Datadog, Inc. - Class A Common Stock | $361,640 | 0.13% | 1,389 | ||||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $358,025 | 0.13% | 354 | $78,002 | Up ×1 | ||
| CB Chubb Limited Common Stock | $350,281 | 0.12% | 1,028 | $-19,324 | Down ×1 | ||
| APO Apollo Global Management, Inc. (New) Common Stock | $344,400 | 0.12% | 2,911 | $20,725 | Up ×2 | ||
| RTX RTX Corporation Common Stock | $339,237 | 0.12% | 1,788 | $-568,358 | Down ×1 | ||
| MPWR Monolithic Power Systems, Inc. - Common Stock | $334,531 | 0.12% | 242 | $53,540 | Down ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $332,136 | 0.12% | 2,453 | $-1,738 | Up ×1 | ||
| SNPS Synopsys, Inc. - Common Stock | $329,646 | 0.12% | 739 | $77,485 | Up ×1 | ||
| ACGL Arch Capital Group Ltd. - Common Stock | $326,898 | 0.12% | 3,368 | $1,684 | Down ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $321,488 | 0.11% | 2,737 | $106,409 | Down ×1 | ||
| AMGN Amgen Inc. - Common Stock | $319,390 | 0.11% | 882 | $-43,367 | Down ×1 | ||
| MCHP Microchip Technology Incorporated - Common Stock | $318,106 | 0.11% | 3,488 | $111,548 | Up ×2 | ||
| MET MetLife, Inc. Common Stock | $314,072 | 0.11% | 3,712 | $62,521 | Up ×2 | ||
| COP ConocoPhillips Common Stock | $311,672 | 0.11% | 2,998 | $-65,056 | Up ×3 | ||
| CMI Cummins Inc. Common Stock | $309,533 | 0.11% | 434 | $304,153 | Up ×1 | ||
| DHR Danaher Corporation Common Stock | $307,435 | 0.11% | 1,614 | $68,918 | Up ×3 | ||
| WM Waste Management, Inc. Common Stock | $304,677 | 0.11% | 1,367 | $261,017 | Up ×1 | ||
| MCD McDonald's Corporation Common Stock | $298,693 | 0.11% | 1,105 | $-73,944 | Down ×2 | ||
| KMI Kinder Morgan, Inc. Common Stock | $296,522 | 0.11% | 9,275 | $-13,027 | Up ×1 | ||
| ON ON Semiconductor Corporation - Common Stock | $294,965 | 0.10% | 3,120 | Up ×1 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $283,286 | 0.10% | 2,238 | $-8,841 | Up ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $276,625 | 0.10% | 2,998 | $19,872 | Up ×4 | ||
| DIS Walt Disney Company (The) Common Stock | $276,238 | 0.10% | 2,870 | $29,409 | Up ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| DDOG | $361,640 | 1,389 | 0.13% |
| ON | $294,965 | 3,120 | 0.10% |
| VRT | $248,771 | 743 | 0.09% |
| FTNT | $238,111 | 1,550 | 0.08% |
| QQQ | $231,230 | 314 | 0.08% |
| ANET | $222,713 | 1,311 | 0.08% |
| FFIV | $218,379 | 525 | 0.08% |
| PAYX | $216,916 | 2,206 | 0.08% |
| MBB | $215,600 | 2,281 | 0.08% |
| URI | $214,116 | 189 | 0.08% |
| CDNS | $212,056 | 565 | 0.08% |
| LIN | $208,095 | 401 | 0.07% |
| MDLZ | $205,390 | 3,551 | 0.07% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| INTC | Trimmed | -646 | +$2.7M |
| MU | Bought more | +238 | +$1.6M |
| AMD | Bought more | +246 | +$1.3M |
| EMR | Bought more | +73 | +$1.3M |
| DELL | Trimmed | -30 | +$879K |
| GE | Bought more | +1K | +$732K |
| KLAC | Bought more | +4K | +$672K |
| RTX | Trimmed | -3K | -$568K |
| ORCL | Bought more | +4K | +$516K |
| MRK | Bought more | +4K | +$503K |
14 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| ACWI | June 30, 2026 | 6,731 | $931,368 | |
| EXI | June 30, 2026 | 2,375 | $429,899 | No longer tracked |
| VO | June 30, 2025 | 1,449 | $374,740 | No longer tracked |
| MRVL | March 31, 2025 | 3,003 | $331,681 | 300.1% |
| CME | June 30, 2026 | 1,099 | $324,590 | 23.7% |
| FIXD | June 30, 2025 | 6,850 | $300,304 | |
| DFS | June 30, 2025 | 1,645 | $280,802 | No longer tracked |
| DGRW | June 30, 2026 | 3,091 | $271,513 | |
| IXN | June 30, 2025 | 3,425 | $259,410 | No longer tracked |
| COP | June 30, 2025 | 2,460 | $258,349 | 50.9% |
| FICO | March 31, 2026 | 150 | $253,593 | 9.2% |
| TMUS | Dec. 31, 2025 | 1,035 | $247,758 | -9.9% |
| ACN | March 31, 2026 | 917 | $246,031 | -7.9% |
| ANET | Dec. 31, 2025 | 1,684 | $245,376 | 43.8% |
| URI | March 31, 2026 | 303 | $245,224 | 51.9% |
| ANET | June 30, 2025 | 3,088 | $239,258 | 84.1% |
| GARP | June 30, 2026 | 3,707 | $237,137 | No longer tracked |
| MDLZ | Sept. 30, 2025 | 3,343 | $225,452 | 2.6% |
| INTU | June 30, 2026 | 520 | $224,838 | 38.2% |
| VGSH | March 31, 2026 | 3,695 | $217,007 | |
| IXN | June 30, 2026 | 2,157 | $215,635 | No longer tracked |
| RCL | Dec. 31, 2025 | 666 | $215,504 | 4.9% |
| AZO | Dec. 31, 2025 | 50 | $214,512 | -12.8% |
| MRSH | Dec. 31, 2025 | 1,062 | $214,025 | 3.0% |
| HCA | June 30, 2026 | 452 | $213,904 | 6.6% |
| ORLY | Dec. 31, 2025 | 1,976 | $213,033 | -2.6% |
| SDVY | June 30, 2026 | 5,158 | $203,380 | |
| DDOG | Dec. 31, 2025 | 1,409 | $200,642 | 69.0% |
| IVW | March 31, 2025 | 800 | $81,224 | No longer tracked |
| JFLX | March 31, 2026 | 150 | $7,533 | No longer tracked |
| PAYX | March 31, 2026 | 64 | $7,180 | 32.5% |
| WMB | Sept. 30, 2025 | 114 | $7,160 | 12.8% |