Sunflower Bank, N.A.

Name: Sunflower Bank, N.A. 13F holdings, Q1 2025
Creator: Sunflower Bank, N.A.
Published: 2025-04-14

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

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%
MRSH Marsh & McLennan Cos	0.08%	1,184	$289K	Add +0.3%
AMD Advanced Micro Devices	0.08%	2,808	$288K	Add +4.3%
CTAS Cintas Corp.	0.08%	1,378	$283K	Add +1.6%
DFS Discover Financial Services	0.08%	1,645	$281K	Reduce -1.0%
AMGN Amgen Inc.	0.08%	893	$278K	Add +2.1%
TMUS T-Mobile US Inc.	0.08%	1,029	$274K	Add +0.5%
CB Chubb Ltd.	0.08%	905	$273K	Add +4.4%
PEP Pepsico Inc.	0.08%	1,819	$273K	Reduce -7.8%
ADI Analog Devices Inc.	0.08%	1,341	$270K	Add +2.8%
GS Goldman Sachs Group Inc.	0.08%	493	$269K	No change
ACGL Arch Capital Group Ltd.	0.07%	2,758	$265K	Add +0.5%
IXN iShares Global Tech ETF	0.07%	3,425	$259K	No change
KLAC KLA Corp.	0.07%	381	$259K	Add +4.7%
COP Conocophillips	0.07%	2,460	$258K	Add +2.2%
MS Morgan Stanley	0.07%	2,194	$256K	Reduce -1.0%
SNPS Synopsys Inc.	0.07%	596	$256K	Add +2.8%
SYK Stryker Corp.	0.07%	669	$249K	Add +0.6%
ANET Arista Networks Inc.	0.07%	3,088	$239K	Reduce -9.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.07%	958	$238K	Reduce -3.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.07%	2,410	$238K	Add +0.8%
TXN Texas Instruments Inc.	0.06%	1,233	$222K	Add +2.3%
CRWD CrowdStrike Holdings Inc. Class A	0.06%	601	$212K	No change
SCHW Schwab (charles) Corp.	0.06%	2,701	$211K	New
JPST JPMorgan Ultra-Short Income	0.06%	4,115	$208K	No change
MDLZ Mondelez International Inc. Class A	0.06%	3,068	$208K	New
VGIT Vanguard Intermediate-Term T	0.06%	3,456	$205K	Reduce -14.6%
IGSB iShares 1-5Y Inv Grade Corp.	0.06%	3,830	$201K	New
HPE Hewlett Packard Enterprise	0.06%	12,834	$198K	Add +6.6%

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