Sunflower Bank, N.A.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Sunflower Bank, N.A. reported 128 stock positions worth $356.7 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 14.4% of the portfolio, followed by Vngrd Mrgstr LRG-Cap ETF-Usd (VV, 13.7%) and Vanguard Tax-Exempt Bond ETF (VTEB, 11.3%). Compared with Q4 2024, it opened 3 new positions, sold out of 2, added to 68 and reduced 35. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +1%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001818759
- Portfolio Value
- $356.7M (Q1 2025)
- SEC Filing
- 0001818759-25-000005 ↗ filed Apr 14, 2025
Holdings Value
Holdings 128 stocks · $356.7M
| AGG iShares Core U.S. Aggregate | 14.45% | 521,090 | $51.5M | Add +1.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 13.66% | 189,551 | $48.7M | Add +1.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 11.31% | 812,890 | $40.3M | Add +0.1% |
| VXUS Vanguard Total Intl Stock | 10.10% | 580,205 | $36.0M | Reduce -3.1% |
| IJR iShares Core S&P Small-Cap E | 7.21% | 245,854 | $25.7M | Add +1.2% |
| PG The Procter & Gamble Co. | 5.24% | 109,779 | $18.7M | Add +0.2% |
| VRIG Invesco Variable Rate Invest | 3.76% | 535,136 | $13.4M | Add +1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.67% | 23,419 | $13.1M | Reduce -0.6% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 2.96% | 207,686 | $10.6M | Add +8.6% |
| VWO Vanguard Ftse Emerging Marke | 1.74% | 137,229 | $6.2M | Reduce -1.0% |
| XOM Exxon Mobil Corp. | 0.86% | 25,768 | $3.1M | Add +2.3% |
| AAPL Apple Inc. | 0.86% | 13,790 | $3.1M | Reduce -1.0% |
| ABBV Abbvie Inc. | 0.81% | 13,763 | $2.9M | Add +0.8% |
| MSFT Microsoft Corp. | 0.77% | 7,361 | $2.8M | Reduce -0.5% |
| AGZ iShares Agency Bond ETF | 0.71% | 23,035 | $2.5M | No change |
| GNMA iShares Gnma Bond ETF | 0.68% | 55,380 | $2.4M | No change |
| IVV iShares Core S&P 500 ETF | 0.60% | 3,792 | $2.1M | Add +2.0% |
| AMZN Amazon.com Inc. | 0.59% | 11,021 | $2.1M | Add +0.7% |
| NVDA Nvidia Corp. | 0.58% | 18,965 | $2.1M | Reduce -0.2% |
| KO The Coca-Cola Co. | 0.56% | 27,852 | $2.0M | Add +1.3% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.54% | 76,820 | $1.9M | Reduce -2.4% |
| ABT Abbott Laboratories | 0.53% | 14,360 | $1.9M | Reduce -0.0% |
| GOOG Alphabet Inc. Class C | 0.50% | 11,408 | $1.8M | Reduce -0.1% |
| JNJ Johnson & Johnson | 0.49% | 10,596 | $1.8M | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.47% | 2,885 | $1.7M | Add +0.9% |
| JPM JPMorgan Chase & Co. | 0.45% | 6,611 | $1.6M | Reduce -0.2% |
| IWM iShares Russell 2000 ETF | 0.43% | 7,709 | $1.5M | No change |
| LLY Eli Lilly & Co. | 0.40% | 1,741 | $1.4M | Reduce -3.3% |
| JPIB JPMorgan Intl BND ETF | 0.40% | 29,885 | $1.4M | Reduce -16.1% |
| MRK Merck & Co. Inc. | 0.40% | 15,782 | $1.4M | Reduce -0.3% |
| V Visa Inc. Class A | 0.40% | 4,022 | $1.4M | Add +0.5% |
| UNP Union Pacific Corp. | 0.39% | 5,886 | $1.4M | Add +0.7% |
| IDV iShares International Select | 0.38% | 43,717 | $1.4M | Reduce -0.3% |
| MDY State Street SPDR S&P Midcap | 0.37% | 2,482 | $1.3M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 0.35% | 8,164 | $1.3M | Add +0.2% |
| GE General Electric filed as GE AEROSPACE | 0.34% | 5,986 | $1.2M | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 2,219 | $1.2M | Add +1.6% |
| AXP American Express Co. | 0.31% | 4,060 | $1.1M | Add +0.1% |
| EFA iShares MSCI Eafe ETF | 0.30% | 13,196 | $1.1M | No change |
| AVGO Broadcom Inc. | 0.29% | 6,139 | $1.0M | Add +1.2% |
| MA Mastercard Inc. Class A | 0.27% | 1,753 | $961K | Add +1.4% |
| CSCO Cisco Systems Inc. | 0.26% | 15,211 | $939K | Reduce -0.0% |
| RTX RTX Corp. | 0.26% | 6,936 | $919K | Add +0.4% |
| UNH Unitedhealth Group Inc. | 0.26% | 1,746 | $914K | Add +0.2% |
| TSLA Tesla Inc. | 0.25% | 3,414 | $885K | Add +0.6% |
| SPGI S&P Global Inc. | 0.24% | 1,701 | $864K | Reduce -0.4% |
| ACWI iShares MSCI Acwi ETF | 0.24% | 7,421 | $864K | No change |
| HUBB Hubbell Inc. | 0.23% | 2,525 | $836K | No change |
| ADP Automatic Data Processing | 0.23% | 2,630 | $804K | Reduce -0.6% |
| XLK SS Technology Select Sector | 0.22% | 3,885 | $802K | Reduce -3.6% |
| CRM Salesforce Inc. | 0.22% | 2,871 | $770K | No change |
| QLTA iShares Aaa - A Rated Corpor | 0.21% | 15,900 | $756K | No change |
| SHM SS SPDR N Ice St Muni ETF | 0.21% | 15,679 | $746K | No change |
| HD Home Depot Inc. | 0.20% | 1,978 | $725K | Reduce -1.1% |
| KR Kroger Co. | 0.20% | 10,543 | $714K | No change |
| WMT Walmart Inc. | 0.20% | 7,978 | $700K | Add +0.9% |
| COST Costco Wholesale Corp. | 0.19% | 700 | $662K | Add +1.9% |
| AON Aon PLC Class A | 0.18% | 1,645 | $657K | Add +0.1% |
| VXF Vanguard Extended Market ETF | 0.17% | 3,605 | $621K | No change |
| CVX Chevron Corp. | 0.16% | 3,459 | $579K | Add +3.1% |
| ORCL Oracle Corp. | 0.16% | 4,099 | $573K | Add +0.7% |
| T AT&T Inc. | 0.15% | 19,477 | $551K | Add +0.1% |
| WFC Wells Fargo & Co. | 0.15% | 7,380 | $530K | Add +1.0% |
| NFLX Netflix Inc. | 0.15% | 566 | $528K | Reduce -1.6% |
| INTC Intel Corp. | 0.14% | 22,531 | $512K | Add +2.5% |
| AMP Ameriprise Financial Inc. | 0.14% | 1,036 | $502K | Reduce -0.6% |
| COF Capital One Financial Corp. | 0.14% | 2,716 | $487K | Add +0.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 11,490 | $479K | Add +0.6% |
| ACN Accenture PLC Class A | 0.13% | 1,509 | $471K | Add +0.1% |
| TGT Target Corp. | 0.13% | 4,364 | $455K | No change |
| EEM iShares MSCI Emerging Market | 0.13% | 10,417 | $455K | No change |
| CAT Caterpillar Inc. | 0.13% | 1,355 | $447K | Add +6.6% |
| AMAT Applied Materials Inc. | 0.12% | 3,030 | $440K | Add +6.6% |
| MCO Moody's Corp. | 0.12% | 934 | $435K | Add +0.2% |
| APO Apollo Global Management Inc. | 0.12% | 3,119 | $427K | Reduce -0.4% |
| PM Philip Morris International | 0.12% | 2,590 | $411K | Add +3.3% |
| VZ Verizon Communications Inc. | 0.11% | 8,932 | $405K | Reduce -2.0% |
| SCHD Schwab US DVD Equity ETF | 0.11% | 14,076 | $394K | Add +3.3% |
| ADBE Adobe Inc. | 0.11% | 1,025 | $393K | Add +0.1% |
| ICE Intercontinental Exchange Inc. | 0.11% | 2,267 | $391K | Add +0.3% |
| LOW Lowe's Cos Inc. | 0.11% | 1,634 | $381K | Add +0.4% |
| GEV GE Vernova Inc. | 0.11% | 1,234 | $377K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.10% | 1,449 | $375K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.10% | 718 | $357K | Add +0.6% |
| ISRG Intuitive Surgical Inc. | 0.10% | 717 | $355K | Reduce -1.1% |
| MCD McDonald's Corp. | 0.10% | 1,129 | $353K | No change |
| ETN Eaton Corp. PLC | 0.10% | 1,280 | $348K | Reduce -2.0% |
| EXI iShares Global Industrials E | 0.10% | 2,375 | $345K | No change |
| PAYX Paychex Inc. | 0.10% | 2,230 | $344K | Add +1.6% |
| FICO Fair Isaac Corp. | 0.09% | 180 | $332K | Add +0.6% |
| PRU Prudential Financial Inc. | 0.09% | 2,932 | $327K | Reduce -1.4% |
| NEE Nextera Energy Inc. | 0.09% | 4,526 | $321K | Add +5.3% |
| DHR Danaher Corp. | 0.09% | 1,532 | $314K | Add +0.1% |
| INTU Intuit Inc. | 0.09% | 502 | $308K | Add +1.6% |
| FIXD First Trust Smith Opportunis | 0.08% | 6,850 | $300K | No change |
| QCOM Qualcomm Inc. | 0.08% | 1,951 | $300K | Add +2.9% |
| DELL Dell Technologies -C | 0.08% | 3,285 | $299K | Add +0.9% |
| MET Metlife Inc. | 0.08% | 3,707 | $298K | Add +3.6% |
| KMI Kinder Morgan Inc. | 0.08% | 10,410 | $297K | Reduce -0.9% |
| PLD Prologis Inc. | 0.08% | 2,597 | $290K | Add +5.6% |
Portfolio Sells Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.6% | 3.67% | −0.17 |
| NVDA Nvidia Corp. | Reduce -0.2% | 0.58% | −0.13 |
| AAPL Apple Inc. | Reduce -1.0% | 0.86% | −0.11 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 0.50% | −0.10 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.09 |
| MSFT Microsoft Corp. | Reduce -0.5% | 0.77% | −0.09 |
| JPIB JPMorgan Intl BND ETF | Reduce -16.1% | 0.40% | −0.07 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -0.3% | 0.40% | −0.04 |
| ANET Arista Networks Inc. | Reduce -9.3% | 0.07% | −0.04 |
| XLK SS Technology Select Sector | Reduce -3.6% | 0.22% | −0.04 |
| MDY State Street SPDR S&P Midcap | Reduce -0.8% | 0.37% | −0.02 |
| APO Apollo Global Management Inc. | Reduce -0.4% | 0.12% | −0.02 |
| ETN Eaton Corp. PLC | Reduce -2.0% | 0.10% | −0.02 |
| AMP Ameriprise Financial Inc. | Reduce -0.6% | 0.14% | −0.01 |
| HD Home Depot Inc. | Reduce -1.1% | 0.20% | −0.01 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -2.4% | 0.54% | −0.01 |
| VGIT Vanguard Intermediate-Term T | Reduce -14.6% | 0.06% | −0.01 |
| PEP Pepsico Inc. | Reduce -7.8% | 0.08% | −0.01 |
| PRU Prudential Financial Inc. | Reduce -1.4% | 0.09% | −0.01 |
| MS Morgan Stanley | Reduce -1.0% | 0.07% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -1.1% | 0.10% | −0.01 |
| DFS Discover Financial Services | Reduce -1.0% | 0.08% | −0.00 |
| KMI Kinder Morgan Inc. | Reduce -0.9% | 0.08% | +0.00 |
| NFLX Netflix Inc. | Reduce -1.6% | 0.15% | +0.01 |
| SPGI S&P Global Inc. | Reduce -0.4% | 0.24% | +0.01 |
| IBM Intl Business Machines Corp. | Reduce -3.1% | 0.07% | +0.01 |
| ADP Automatic Data Processing | Reduce -0.6% | 0.23% | +0.01 |
| VZ Verizon Communications Inc. | Reduce -2.0% | 0.11% | +0.01 |
| CSCO Cisco Systems Inc. | Reduce -0.0% | 0.26% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 0.45% | +0.01 |
| LLY Eli Lilly & Co. | Reduce -3.3% | 0.40% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.0% | 1.74% | +0.04 |
| IDV iShares International Select | Reduce -0.3% | 0.38% | +0.05 |
| GE General Electric | Reduce -0.9% | 0.34% | +0.06 |
| ABT Abbott Laboratories | Reduce -0.0% | 0.53% | +0.08 |
| VXUS Vanguard Total Intl Stock | Reduce -3.1% | 10.10% | +0.30 |
Portfolio Buys Q4 2024 → Q1 2025
| AGG iShares Core U.S. Aggregate | Add +1.4% | 14.45% | +0.61 |
| JMST JPM Ultra-Short Muni Income | Add +8.6% | 2.96% | +0.27 |
| PG The Procter & Gamble Co. | Add +0.2% | 5.24% | +0.14 |
| ABBV Abbvie Inc. | Add +0.8% | 0.81% | +0.13 |
| XOM Exxon Mobil Corp. | Add +2.3% | 0.86% | +0.11 |
| KO The Coca-Cola Co. | Add +1.3% | 0.56% | +0.08 |
| VRIG Invesco Variable Rate Invest | Add +1.2% | 3.76% | +0.07 |
| JNJ Johnson & Johnson | Add +0.2% | 0.49% | +0.07 |
| SCHW Schwab (charles) Corp. | New | 0.06% | +0.06 |
| MDLZ Mondelez International Inc. Class A | New | 0.06% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.6% | 0.33% | +0.06 |
| IGSB iShares 1-5Y Inv Grade Corp. | New | 0.06% | +0.06 |
| V Visa Inc. Class A | Add +0.5% | 0.40% | +0.04 |
| RTX RTX Corp. | Add +0.4% | 0.26% | +0.04 |
| PM Philip Morris International | Add +3.3% | 0.12% | +0.03 |
| T AT&T Inc. | Add +0.1% | 0.15% | +0.03 |
| CVX Chevron Corp. | Add +3.1% | 0.16% | +0.03 |
| INTC Intel Corp. | Add +2.5% | 0.14% | +0.02 |
| AON Aon PLC Class A | Add +0.1% | 0.18% | +0.02 |
| UNP Union Pacific Corp. | Add +0.7% | 0.39% | +0.02 |
| MA Mastercard Inc. Class A | Add +1.4% | 0.27% | +0.02 |
| ICE Intercontinental Exchange Inc. | Add +0.3% | 0.11% | +0.02 |
| AMGN Amgen Inc. | Add +2.1% | 0.08% | +0.01 |
| TMUS T-Mobile US Inc. | Add +0.5% | 0.08% | +0.01 |
| MRSH Marsh & McLennan Cos | Add +0.3% | 0.08% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +0.2% | 0.26% | +0.01 |
| PAYX Paychex Inc. | Add +1.6% | 0.10% | +0.01 |
| COST Costco Wholesale Corp. | Add +1.9% | 0.19% | +0.01 |
| CTAS Cintas Corp. | Add +1.6% | 0.08% | +0.01 |
| CB Chubb Ltd. | Add +4.4% | 0.08% | +0.01 |
| PLD Prologis Inc. | Add +5.6% | 0.08% | +0.01 |
| KLAC KLA Corp. | Add +4.7% | 0.07% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +3.3% | 0.11% | +0.01 |
| COP Conocophillips | Add +2.2% | 0.07% | +0.01 |
| WFC Wells Fargo & Co. | Add +1.0% | 0.15% | +0.01 |
| NEE Nextera Energy Inc. | Add +5.3% | 0.09% | +0.00 |
| ACGL Arch Capital Group Ltd. | Add +0.5% | 0.07% | +0.00 |
| SYK Stryker Corp. | Add +0.6% | 0.07% | +0.00 |
| QCOM Qualcomm Inc. | Add +2.9% | 0.08% | +0.00 |
| COF Capital One Financial Corp. | Add +0.4% | 0.14% | +0.00 |
| MET Metlife Inc. | Add +3.6% | 0.08% | +0.00 |
| META Meta Platforms Inc. Class A | Add +0.9% | 0.47% | +0.00 |
| INTU Intuit Inc. | Add +1.6% | 0.09% | +0.00 |
| MCO Moody's Corp. | Add +0.2% | 0.12% | −0.00 |
| TXN Texas Instruments Inc. | Add +2.3% | 0.06% | −0.00 |
| ADI Analog Devices Inc. | Add +2.8% | 0.08% | −0.00 |
| WMT Walmart Inc. | Add +0.9% | 0.20% | −0.00 |
| CAT Caterpillar Inc. | Add +6.6% | 0.13% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +0.6% | 0.10% | −0.00 |
| LOW Lowe's Cos Inc. | Add +0.4% | 0.11% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 159 | $418.3M | VV, PYLD, VTEB, VXUS, AGG |
| Q1 2026 | 155 | $392.4M | VV, VTEB, PYLD, VXUS, AGG |
| Q4 2025 | 154 | $396.9M | VV, VTEB, PYLD, AGG, VXUS |
| Q3 2025 | 148 | $411.1M | VV, AGG, VTEB, VXUS, IJR |
| Q2 2025 | 137 | $395.4M | VV, AGG, VTEB, VXUS, PG |
| Q1 2025 | 128 | $356.7M | AGG, VV, VTEB, VXUS, IJR |
| Q4 2024 | 127 | $359.8M | VV, AGG, VTEB, VXUS, IJR |
| Q3 2024 | 131 | $364.8M | AGG, VV, VTEB, VXUS, IJR |
| Q2 2024 | 122 | $423.6M | ADM, AGG, VXUS, VV, VTEB |
| Q1 2024 | 122 | $444.4M | ADM, VXUS, AGG, VTEB, VV |