Sunflower Bank, N.A.
CIK 1818759 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $281.6M
- Posisi
- 159
- Per tanggal
- 30 Juni 2026
#5.369 dari 9.443 berdasarkan nilai 13F · top 56.9%
Nilai portofolio QoQ: +223.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 69,69%
- Bobot 25 kepemilikan teratas
- 80,69%
- Posisi di atas 1%
- 10
- Jumlah posisi efektif
- 10,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 2,72% Perkiraan pembelian $189.318.550 · penjualan $5.007.701
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 88,8% masih dipegang
- Posisi baru
- 13
- Meningkat
- 66
- Menurun
- 51
- Tertutup
- 9
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
68,1%
Portofolio lengkap 159 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VV | $63.033.888 | 22,39% | 183.286 | $62.329.200 | Naik ×1 | ||
| PYLD | $45.066.735 | 16,01% | 1.699.349 | $44.975.716 | Naik ×1 | ||
| AGG | $24.161.810 | 8,58% | 244.108 | $23.553.086 | Naik ×1 | ||
| IJR | $18.974.336 | 6,74% | 127.937 | $18.593.450 | Naik ×1 | ||
| EMR Emerson Electric Company Common Stock | $14.792.692 | 5,25% | 103.337 | $1.263.043 | Naik ×1 | ||
| EVSM | $9.904.488 | 3,52% | 196.868 | $-109.421 | Turun ×1 | ||
| SPY SPY | $9.276.377 | 3,29% | 12.422 | $8.557.101 | Naik ×1 | ||
| INTC Intel Corporation - Common Stock | $4.031.956 | 1,43% | 28.876 | $2.729.150 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $3.536.269 | 1,26% | 12.221 | $3.519.773 | Naik ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3.425.534 | 1,22% | 9.695 | $3.416.928 | Naik ×1 | ||
| IVV | $2.756.664 | 0,98% | 3.681 | $353.504 | Naik ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2.622.738 | 0,93% | 7.339 | $2.614.111 | Naik ×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 | Naik ×1 | ||
| SPSM | $2.263.028 | 0,80% | 39.241 | $347.720 | Turun ×4 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2.175.435 | 0,77% | 6.646 | $2.168.081 | Naik ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $2.158.522 | 0,77% | 1.870 | $1.607.167 | Naik ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1.989.617 | 0,71% | 3.425 | $1.342.913 | Naik ×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 | Naik ×1 | ||
| V Visa Inc. | $1.545.620 | 0,55% | 4.505 | $1.539.877 | Naik ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1.534.955 | 0,55% | 11.227 | $-423.770 | Turun ×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 | Naik ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $1.426.407 | 0,51% | 3.306 | $878.869 | Turun ×3 | ||
| BRKB | $1.389.083 | 0,49% | 2.776 | $302.257 | Naik ×1 | ||
| GE GE Aerospace Common Stock | $1.370.468 | 0,49% | 3.667 | $731.985 | Naik ×1 | ||
| KLAC KLA Corporation - Common Stock | $1.343.816 | 0,48% | 4.454 | $672.397 | Naik ×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 | Naik ×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 | Naik ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $1.002.084 | 0,36% | 2.411 | $996.402 | Naik ×1 | ||
| VGT | $1.001.936 | 0,36% | 8.383 | $22.337 | Naik ×3 | ||
| WMT Walmart Inc. - Common Stock | $951.271 | 0,34% | 8.399 | $-144.879 | Turun ×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 | Turun ×3 | ||
| VRIG Invesco Variable Rate Investment Grade ETF | $839.945 | 0,30% | 33.504 | $260.134 | Naik ×1 | ||
| TER Teradyne, Inc. - Common Stock | $829.302 | 0,29% | 1.714 | $264.546 | Turun ×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 | Turun ×2 | ||
| HPE Hewlett Packard Enterprise Company Common Stock | $772.960 | 0,27% | 17.135 | $329.380 | Turun ×1 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $762.003 | 0,27% | 2.558 | $500.115 | Turun ×1 | ||
| QLTA | $755.568 | 0,27% | 15.900 | $-1.113 | |||
| ABT Abbott Laboratories Common Stock | $728.551 | 0,26% | 8.029 | $-97.840 | Turun ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $727.218 | 0,26% | 1.831 | $165.701 | Naik ×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 | Naik ×1 | ||
| WFC Wells Fargo & Company Common Stock | $699.052 | 0,25% | 8.459 | $47.444 | Naik ×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 | Naik ×1 | ||
| TGT Target Corporation Common Stock | $643.777 | 0,23% | 4.929 | $61.653 | Naik ×5 | ||
| VTEB | $592.292 | 0,21% | 11.710 | $27.238 | Naik ×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 | Naik ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $496.230 | 0,18% | 3.384 | $50.199 | Naik ×1 | ||
| T AT&T Inc. | $496.076 | 0,18% | 23.965 | $488.394 | Naik ×1 | ||
| CRM Salesforce, Inc. Common Stock | $486.273 | 0,17% | 3.104 | $482.913 | Naik ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $484.925 | 0,17% | 1.138 | $53.933 | Turun ×1 | ||
| GLW Corning Incorporated Common Stock | $484.551 | 0,17% | 1.897 | $210.300 | Turun ×1 | ||
| JPIB | $461.791 | 0,16% | 9.551 | $-141.793 | Turun ×6 | ||
| SCHD | $459.827 | 0,16% | 14.501 | $14.936 | |||
| MS Morgan Stanley Common Stock | $458.007 | 0,16% | 2.191 | $99.244 | Naik ×3 | ||
| LRCX Lam Research Corporation - Common Stock | $448.497 | 0,16% | 1.035 | $223.940 | Turun ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $442.303 | 0,16% | 1.297 | $437.493 | Naik ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $430.687 | 0,15% | 4.907 | $-25.540 | Turun ×1 | ||
| TXN Texas Instruments Incorporated - Common Stock | $427.432 | 0,15% | 1.434 | $160.101 | Naik ×2 | ||
| AON Aon plc Class A Ordinary Shares (Ireland) | $423.236 | 0,15% | 1.276 | $-13.163 | Turun ×3 | ||
| NFLX Netflix, Inc. - Common Stock | $421.688 | 0,15% | 5.906 | $-148.385 | Turun ×1 | ||
| MCO Moody's Corporation Common Stock | $411.251 | 0,15% | 908 | $22.988 | Naik ×3 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $395.573 | 0,14% | 789 | $392.132 | Naik ×1 | ||
| GM General Motors Company Common Stock | $393.570 | 0,14% | 5.106 | $35.299 | Naik ×1 | ||
| PLD Prologis, Inc. Common Stock | $391.779 | 0,14% | 2.892 | $20.882 | Naik ×3 | ||
| CVS CVS Health Corporation Common Stock | $372.730 | 0,13% | 3.603 | $117.338 | Naik ×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 | Naik ×1 | ||
| CB Chubb Limited Common Stock | $350.281 | 0,12% | 1.028 | $-19.324 | Turun ×1 | ||
| APO Apollo Global Management, Inc. (New) Common Stock | $344.400 | 0,12% | 2.911 | $20.725 | Naik ×2 | ||
| RTX RTX Corporation Common Stock | $339.237 | 0,12% | 1.788 | $-568.358 | Turun ×1 | ||
| MPWR Monolithic Power Systems, Inc. - Common Stock | $334.531 | 0,12% | 242 | $53.540 | Turun ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $332.136 | 0,12% | 2.453 | $-1.738 | Naik ×1 | ||
| SNPS Synopsys, Inc. - Common Stock | $329.646 | 0,12% | 739 | $77.485 | Naik ×1 | ||
| ACGL Arch Capital Group Ltd. - Common Stock | $326.898 | 0,12% | 3.368 | $1.684 | Turun ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $321.488 | 0,11% | 2.737 | $106.409 | Turun ×1 | ||
| AMGN Amgen Inc. - Common Stock | $319.390 | 0,11% | 882 | $-43.367 | Turun ×1 | ||
| MCHP Microchip Technology Incorporated - Common Stock | $318.106 | 0,11% | 3.488 | $111.548 | Naik ×2 | ||
| MET MetLife, Inc. Common Stock | $314.072 | 0,11% | 3.712 | $62.521 | Naik ×2 | ||
| COP ConocoPhillips Common Stock | $311.672 | 0,11% | 2.998 | $-65.056 | Naik ×3 | ||
| CMI Cummins Inc. Common Stock | $309.533 | 0,11% | 434 | $304.153 | Naik ×1 | ||
| DHR Danaher Corporation Common Stock | $307.435 | 0,11% | 1.614 | $68.918 | Naik ×3 | ||
| WM Waste Management, Inc. Common Stock | $304.677 | 0,11% | 1.367 | $261.017 | Naik ×1 | ||
| MCD McDonald's Corporation Common Stock | $298.693 | 0,11% | 1.105 | $-73.944 | Turun ×2 | ||
| KMI Kinder Morgan, Inc. Common Stock | $296.522 | 0,11% | 9.275 | $-13.027 | Naik ×1 | ||
| ON ON Semiconductor Corporation - Common Stock | $294.965 | 0,10% | 3.120 | Naik ×1 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $283.286 | 0,10% | 2.238 | $-8.841 | Naik ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $276.625 | 0,10% | 2.998 | $19.872 | Naik ×4 | ||
| DIS Walt Disney Company (The) Common Stock | $276.238 | 0,10% | 2.870 | $29.409 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| 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% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| INTC | Dipangkas | -646 | +$2.7M |
| MU | Beli lebih banyak | +238 | +$1.6M |
| AMD | Beli lebih banyak | +246 | +$1.3M |
| EMR | Beli lebih banyak | +73 | +$1.3M |
| DELL | Dipangkas | -30 | +$879K |
| GE | Beli lebih banyak | +1K | +$732K |
| KLAC | Beli lebih banyak | +4K | +$672K |
| RTX | Dipangkas | -3K | -$568K |
| ORCL | Beli lebih banyak | +4K | +$516K |
| MRK | Beli lebih banyak | +4K | +$503K |
14 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| ACWI | 30 Juni 2026 | 6.731 | $931.368 | |
| EXI | 30 Juni 2026 | 2.375 | $429.899 | Tidak lagi dilacak |
| VO | 30 Juni 2025 | 1.449 | $374.740 | Tidak lagi dilacak |
| MRVL | 31 Maret 2025 | 3.003 | $331.681 | 300,1% |
| CME | 30 Juni 2026 | 1.099 | $324.590 | 23,7% |
| FIXD | 30 Juni 2025 | 6.850 | $300.304 | |
| DFS | 30 Juni 2025 | 1.645 | $280.802 | Tidak lagi dilacak |
| DGRW | 30 Juni 2026 | 3.091 | $271.513 | |
| IXN | 30 Juni 2025 | 3.425 | $259.410 | Tidak lagi dilacak |
| COP | 30 Juni 2025 | 2.460 | $258.349 | 50,9% |
| FICO | 31 Maret 2026 | 150 | $253.593 | 9,2% |
| TMUS | 31 Des. 2025 | 1.035 | $247.758 | -9,9% |
| ACN | 31 Maret 2026 | 917 | $246.031 | -7,9% |
| ANET | 31 Des. 2025 | 1.684 | $245.376 | 43,8% |
| URI | 31 Maret 2026 | 303 | $245.224 | 51,9% |
| ANET | 30 Juni 2025 | 3.088 | $239.258 | 84,1% |
| GARP | 30 Juni 2026 | 3.707 | $237.137 | Tidak lagi dilacak |
| MDLZ | 30 Sep. 2025 | 3.343 | $225.452 | 2,6% |
| INTU | 30 Juni 2026 | 520 | $224.838 | 38,2% |
| VGSH | 31 Maret 2026 | 3.695 | $217.007 | |
| IXN | 30 Juni 2026 | 2.157 | $215.635 | Tidak lagi dilacak |
| RCL | 31 Des. 2025 | 666 | $215.504 | 4,9% |
| AZO | 31 Des. 2025 | 50 | $214.512 | -12,8% |
| MRSH | 31 Des. 2025 | 1.062 | $214.025 | 3,0% |
| HCA | 30 Juni 2026 | 452 | $213.904 | 6,6% |
| ORLY | 31 Des. 2025 | 1.976 | $213.033 | -2,6% |
| SDVY | 30 Juni 2026 | 5.158 | $203.380 | |
| DDOG | 31 Des. 2025 | 1.409 | $200.642 | 69,0% |
| IVW | 31 Maret 2025 | 800 | $81.224 | Tidak lagi dilacak |
| JFLX | 31 Maret 2026 | 150 | $7.533 | Tidak lagi dilacak |
| PAYX | 31 Maret 2026 | 64 | $7.180 | 32,5% |
| WMB | 30 Sep. 2025 | 114 | $7.160 | 12,8% |