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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 4 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VXF VANGUARD INDEX FUNDS VANGUARD E 3,605.0 $742K 0.19% $205.80 +14.0%
62 SPGI S&P GLOBAL INC COM Financial Services 1,735.0 $738K 0.19% +93.0 +5.7% $425.34 -3.0%
63 T AT&T INC Communication Services 24,721.0 $717K 0.18% -266.0 -1.1% $28.99 -13.7%
64 COST COSTCO WHOLESALE CORP NEW COMMO Consumer Defensive 717.0 $714K 0.18% +6.0 +0.8% $996.43 +0.7%
65 SHM SPDR SER TR NUVEEN BLOOMBERG BA 14,851.0 $710K 0.18% $47.83 -0.1%
66 ORCL ORACLE CORP Technology 4,597.0 $676K 0.17% -143.0 -3.0% $147.11 +31.2%
67 KLAC KLA CORPORATION COM NEW Technology 456.0 $671K 0.17% +3.0 +0.7% $1472.41 +36.6%
68 HD THE HOME DEPOT INC Consumer Cyclical 2,011.0 $661K 0.17% -44.0 -2.1% $328.89 -5.6%
69 WFC WELLS FARGO & CO Financial Services 8,185.0 $652K 0.17% -85.0 -1.0% $79.61 -4.0%
70 AMD ADVANCED MICRO DEVICES INC Technology 3,179.0 $647K 0.17% -31.0 -1.0% $203.43 +147.7%
71 JPIB JP MORGAN INTL BOND OPPORTUNITI 12,622.0 $604K 0.15% -1K -9.4% $47.82 +0.6%
72 UNH UNITEDHEALTH GROUP INC Healthcare 2,211.0 $598K 0.15% -18.0 -0.8% $270.59 +39.3%
73 EEM ISHARES MSCI EMERG 10,400.0 $591K 0.15% $56.79 +20.4%
74 TGT TARGET CORP Consumer Defensive 4,803.0 $582K 0.15% +33.0 +0.7% $121.20 +3.5%
75 NFLX NETFLIX INC COMMON Communication Services 5,929.0 $570K 0.14% +331.0 +5.9% $96.15 -8.8%
76 BAC BANK AMER CORP COMMON Financial Services 11,635.0 $567K 0.14% -351.0 -2.9% $48.75 +7.1%
77 TER TERADYNE INC Technology 1,905.0 $565K 0.14% -14.0 -0.7% $296.46 +31.3%
78 ADI ANALOG DEVICES INC Technology 1,765.0 $562K 0.14% $318.14 +32.0%
79 MU MICRON TECHNOLOGY INC COMMON Technology 1,632.0 $551K 0.14% -36.0 -2.2% $337.84 +165.2%
80 DELL DELL TECHNOLOGIES INC Technology 3,336.0 $548K 0.14% $164.13 +85.9%
Page 4 of 8  ·  155 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%