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Portfolio (Quarterly) Guide ↗

Sunflower Bank, N.A.

· CIK 0001818759
13F Portfolio $392M AUM 221 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 46 Added 57 Reduced 6 Exited
Page 1 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AGG ISHARES CORE U.S. AGGREGATE BO 261,519.0 $26.0M 6.62% -20K -7.2% $99.27 -0.6%
2 XOM EXXON MOBIL CORP Energy 23,383.0 $4.0M 1.01% -4K -14.8% $169.66 -10.9%
3 AAPL APPLE INC COMMON Technology 12,472.0 $3.2M 0.81% -496.0 -3.8% $253.79 +22.1%
4 GOOG ALPHABET INC CAP STK CLASS C Communication Services 9,929.0 $2.8M 0.73% -563.0 -5.4% $286.86 +33.3%
5 JNJ JOHNSON & JOHNSON Healthcare 10,343.0 $2.5M 0.64% -274.0 -2.6% $244.44 -5.4%
6 MSFT MICROSOFT CORP Technology 6,558.0 $2.4M 0.62% -715.0 -9.8% $370.17 +12.2%
7 AMZN AMAZON.COM INC Consumer Cyclical 10,772.0 $2.2M 0.57% -91.0 -0.8% $208.27 +26.6%
8 KO COCA-COLA CO Consumer Defensive 28,187.0 $2.1M 0.55% -1K -3.7% $76.05 +5.9%
9 SPSM SPDR PORTFOLIO S&P 600 SMALL CA 39,638.0 $1.9M 0.49% -3K -6.9% $48.32 +12.0%
10 SJNK SPDR BARCLAYS SHORT TERM HIGH Y 75,077.0 $1.9M 0.48% -2K -3.1% $24.98 +0.4%
11 LLY LILLY ELI & COMMON Healthcare 1,921.0 $1.8M 0.45% -101.0 -5.0% $919.77 +17.3%
12 IDV ISHS INTL SEL DV ETF 37,244.0 $1.6M 0.40% -1K -3.5% $42.56 +6.0%
13 VRIG INVESCO AC VAR ETF 62,983.0 $1.6M 0.40% -11K -15.2% $25.04 +0.1%
14 UNP UNION PACIFIC CORP Industrials 6,075.0 $1.5M 0.38% -34.0 -0.6% $242.62 +11.7%
15 ABT ABBOTT LABORATORIES Healthcare 14,100.0 $1.4M 0.37% -470.0 -3.2% $102.67 -15.5%
16 AMAT APPLIED MATERIALS INC Technology 4,171.0 $1.4M 0.36% -34.0 -0.8% $341.79 +31.7%
17 V VISA COMMON CL A Financial Services 4,168.0 $1.3M 0.32% -50.0 -1.2% $302.24 +8.1%
18 WMT WAL-MART STORES COMMON Consumer Defensive 8,820.0 $1.1M 0.28% -390.0 -4.2% $124.28 -4.3%
19 BERKSHIRE HATHAWAY INC DEL CLAS 2,268.0 $1.1M 0.28% -14.0 -0.6% $479.20
20 TSLA TESLA MTRS INC Consumer Cyclical 2,870.0 $1.1M 0.27% -27.0 -0.9% $371.75 +16.3%
Page 1 of 3  ·  57 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 24.4%
Technology 19.9%
Industrials 18.9%
Healthcare 11.2%
Communication Services 7.7%
Consumer Defensive 5.7%
Energy 5.1%
Consumer Cyclical 4.7%
Utilities 1.7%
Basic Materials 0.4%