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Sunflower Bank, N.A. — 13F Holdings & Portfolio

CIK 1818759 · latest 13F-HR filed 2026-07-13

Backtest portfolio

Sunflower Bank, N.A. manages $418.3M in 13F-reported U.S. long-equity assets across 226 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VV (15.07%), PYLD (10.77%), VTEB (10.02%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 13 new positions, exited 9, added to 87, and trimmed 24.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
8117 PRESTON ROAD #220
DALLAS, TX 75225
Phone
(913) 289-6010
Filing Manager
Sunflower Bank, N.A.
DALLAS, TX
Signatory
Jocelyn Raffaelle
Trust Investment Services Analyst
Loading holdings…
AUM

$418.3M

Long-equity book

Holdings

226

Distinct positions

Period

2026-06-30

Filed 2026-07-13

Q/Q Activity

+13 / −9 / ↑87 / ↓24

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD LARGE-CAP ETF$6.7M +11.8%
  • ISHARES CORE S&P SMALL CAP ETF$2.7M +16.5%
  • INTEL CORP$2.7M +209.5%
  • MICRON TECHNOLOGY INC COMMON$1.6M +291.5%
  • VANGUARD STAR FUNDS VANGUARD TO$1.6M +5.6%
Show all 87 →

Top Trims

  • SPDR S&P 500 ETF TR TR UNIT-$4.1M -28.8%
  • EXXON MOBIL CORP-$856.8K -21.6%
  • JPMORGAN ULTRA-SHORT MUNICIPAL-$522.4K -65.8%
  • CHEVRON CORP-$238.0K -23.2%
  • AT&T INC-$215.1K -30.0%
Show all 24 →

New Positions

  • DATADOG INC CL A$361.6K
  • ON SEMICONDUCTOR CORP$295.0K
  • VERTIV HOLDINGS CO$248.8K
  • FORTINET INC COM$238.1K
  • INVESCO QQQ TRUST SERIES 1$231.2K
Show all 13 →

Exited Positions

  • ISHARES TR MSCI$931.4K
  • ISHARES S&P GLO INDS$429.9K
  • CME GROUP INC$324.6K
  • WISDOMTREE TR US QUALITY DIVIDE$271.5K
  • ISHARES TR MSCI USA QUALITY$237.1K
Show all 9 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD LARGE-CAP ETF VV 922908637 $63.0M 15.07% 183,286 SH
2 PIMCO TRUST MULTISECTOR BOND ET PYLD 72201R585 $45.1M 10.77% 1,699,349 SH
3 VANGUARD MUN BD FD INC TAX EXEM VTEB 922907746 $41.9M 10.02% 828,762 SH
4 VANGUARD STAR FUNDS VANGUARD TO VXUS 921909768 $30.1M 7.19% 351,704 SH
5 ISHARES CORE U.S. AGGREGATE BO AGG 464287226 $24.2M 5.78% 244,108 SH
6 ISHARES CORE S&P SMALL CAP ETF IJR 464287804 $19.0M 4.54% 127,937 SH
7 EMERSON ELECTRIC CO EMR 291011104 $14.8M 3.54% 103,337 SH
8 VANGUARD INTL EQUITY INDEX FUND VGK 922042874 $14.4M 3.44% 162,327 SH
9 EATON VANCE SHORT DURATION MUNI EVSM 61774R858 $9.9M 2.37% 196,868 SH
10 SPDR S&P 500 ETF TR TR UNIT SPY 78462F103 $9.3M 2.22% 12,422 SH
11 VANGUARD FTSE EMERGING MARKETS VWO 922042858 $7.2M 1.72% 120,209 SH
12 INTEL CORP INTC 458140100 $4.0M 0.96% 28,876 SH
13 APPLE INC COMMON AAPL 037833100 $3.5M 0.85% 12,221 SH
14 ALPHABET INC CAP STK CLASS C GOOG 02079K107 $3.4M 0.82% 9,695 SH
15 NVIDIA CORP NVDA 67066G104 $3.0M 0.71% 14,751 SH
16 APPLIED MATERIALS INC AMAT 038222105 $2.9M 0.70% 4,063 SH
17 BROADCOM INC AVGO 11135F101 $2.8M 0.67% 7,451 SH
18 ISHARES CORE S&P 500 ETF IVV 464287200 $2.8M 0.66% 3,681 SH
19 ALPHABET INC CLASS A GOOGL 02079K305 $2.6M 0.63% 7,339 SH
20 AMAZON.COM INC AMZN 023135106 $2.6M 0.63% 10,975 SH
21 ISHARES AGENCY BOND ETF AGZ 464288166 $2.5M 0.60% 23,035 SH
22 ISHARES GNMA BOND ETF GNMA 46429B333 $2.4M 0.59% 55,380 SH
23 MICROSOFT CORP MSFT 594918104 $2.4M 0.57% 6,395 SH
24 LILLY ELI & COMMON LLY 532457108 $2.3M 0.56% 1,948 SH
25 SPDR PORTFOLIO S&P 600 SMALL CA SPSM 78468R853 $2.3M 0.54% 39,241 SH
26 JPMORGAN CHASE & CO JPM 46625H100 $2.2M 0.52% 6,646 SH
27 MICRON TECHNOLOGY INC COMMON MU 595112103 $2.2M 0.52% 1,870 SH
28 ADVANCED MICRO DEVICES INC AMD 007903107 $2.0M 0.48% 3,425 SH
29 ABBVIE INC ABBV 00287Y109 $1.9M 0.45% 7,557 SH
30 SPDR BARCLAYS SHORT TERM HIGH Y SJNK 78468R408 $1.8M 0.43% 71,947 SH
31 ISHARES RUSSELL 2000 IWM 464287655 $1.8M 0.43% 5,920 SH
32 META PLATFORMS INC. META 30303M102 $1.7M 0.42% 3,090 SH
33 EXXON MOBIL CORP XOM 30231G102 $1.6M 0.38% 11,523 SH
34 VISA COMMON CL A V 92826C839 $1.5M 0.37% 4,505 SH
35 EXXON MOBIL CORP XOM 30231G102 $1.5M 0.37% 11,227 SH
36 JOHNSON & JOHNSON JNJ 478160104 $1.5M 0.37% 6,025 SH
37 CISCO SYSTEMS INC CSCO 17275R102 $1.5M 0.36% 12,689 SH
38 ISHS INTL SEL DV ETF IDV 464288448 $1.5M 0.35% 35,341 SH
39 SPDR S&P MIDCAP 400 ETF TR MDY 78467Y107 $1.4M 0.34% 2,035 SH
40 DELL TECHNOLOGIES INC DELL 24703L202 $1.4M 0.34% 3,306 SH
41 ABBVIE INC ABBV 00287Y109 $1.4M 0.33% 5,549 SH
42 BERKSHIRE HATHAWAY INC DEL CLAS BRK.B 084670702 $1.4M 0.33% 2,776 SH
43 GE AEROSPACE GE 369604301 $1.4M 0.33% 3,667 SH
44 KLA CORPORATION COM NEW KLAC 482480100 $1.3M 0.32% 4,454 SH
45 ISHARES MSCI EAFE EFA 464287465 $1.3M 0.32% 12,905 SH
46 HUBBELL INC NPV HUBB 443510607 $1.3M 0.32% 2,525 SH
47 UNION PACIFIC CORP UNP 907818108 $1.3M 0.31% 4,813 SH
48 TECH SELECT SEC SPDR XLK 81369Y803 $1.3M 0.31% 6,847 SH
49 MERCK & CO INC NEW MRK 58933Y105 $1.2M 0.29% 9,584 SH
50 TESLA MTRS INC TSLA 88160R101 $1.2M 0.29% 2,891 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-13 $418.3M 226 0001818759-26-000005
2026-03-31 2026-04-10 $392.4M 221 0001818759-26-000004
2025-12-31 2026-01-09 $396.9M 222 0001818759-26-000001