Sunflower Bank, N.A.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 10, 2025), Sunflower Bank, N.A. reported 137 stock positions worth $395.4 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 15.1% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 13.9%) and Vanguard Tax-Exempt Bond ETF (VTEB, 10.6%). Compared with Q1 2025, it opened 15 new positions, sold out of 6, added to 66 and reduced 47. The biggest buy was a new position in Emerson Electric (EMR) and the biggest sale iShares Core S&P Small-Cap E (IJR, shares −38%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001818759
- Portfolio Value
- $395.4M (Q2 2025)
- SEC Filing
- 0001818759-25-000006 ↗ filed Jul 10, 2025
Holdings Value
Holdings 137 stocks · $395.4M
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 15.10% | 209,344 | $59.7M | Add +10.4% |
| AGG iShares Core U.S. Aggregate | 13.87% | 553,090 | $54.9M | Add +6.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 10.61% | 855,462 | $41.9M | Add +5.2% |
| VXUS Vanguard Total Intl Stock | 7.67% | 438,873 | $30.3M | Reduce -24.4% |
| PG The Procter & Gamble Co. | 4.42% | 109,809 | $17.5M | Add +0.0% |
| IJR iShares Core S&P Small-Cap E | 4.23% | 153,167 | $16.7M | Reduce -37.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.71% | 23,756 | $14.7M | Add +1.4% |
| VRIG Invesco Variable Rate Invest | 3.50% | 552,759 | $13.8M | Add +3.3% |
| EMR Emerson Electric Co. | 3.48% | 103,288 | $13.8M | New |
| VGK Vanguard Ftse Europe ETF | 2.90% | 147,767 | $11.5M | New |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 2.84% | 220,743 | $11.2M | Add +6.3% |
| VWO Vanguard Ftse Emerging Marke | 1.64% | 131,227 | $6.5M | Reduce -4.4% |
| MSFT Microsoft Corp. | 0.93% | 7,394 | $3.7M | Add +0.5% |
| XOM Exxon Mobil Corp. | 0.70% | 25,707 | $2.8M | Reduce -0.2% |
| AAPL Apple Inc. | 0.69% | 13,331 | $2.7M | Reduce -3.3% |
| NVDA Nvidia Corp. | 0.65% | 16,166 | $2.6M | Reduce -14.8% |
| AGZ iShares Agency Bond ETF | 0.64% | 23,035 | $2.5M | No change |
| ABBV Abbvie Inc. | 0.63% | 13,427 | $2.5M | Reduce -2.4% |
| GNMA iShares Gnma Bond ETF | 0.62% | 55,380 | $2.4M | No change |
| AMZN Amazon.com Inc. | 0.59% | 10,570 | $2.3M | Reduce -4.1% |
| IVV iShares Core S&P 500 ETF | 0.58% | 3,699 | $2.3M | Reduce -2.5% |
| META Meta Platforms Inc. Class A | 0.55% | 2,962 | $2.2M | Add +2.7% |
| GOOG Alphabet Inc. Class C | 0.53% | 11,770 | $2.1M | Add +3.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.52% | 48,641 | $2.1M | New |
| ABT Abbott Laboratories | 0.51% | 14,707 | $2.0M | Add +2.4% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.50% | 78,082 | $2.0M | Add +1.6% |
| KO The Coca-Cola Co. | 0.49% | 27,480 | $1.9M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 0.49% | 6,620 | $1.9M | Add +0.1% |
| AVGO Broadcom Inc. | 0.43% | 6,195 | $1.7M | Add +0.9% |
| IWM iShares Russell 2000 ETF | 0.42% | 7,627 | $1.6M | Reduce -1.1% |
| JNJ Johnson & Johnson | 0.40% | 10,270 | $1.6M | Reduce -3.1% |
| GE General Electric filed as GE AEROSPACE | 0.40% | 6,069 | $1.6M | Add +1.4% |
| GOOGL Alphabet Inc. Class A | 0.38% | 8,517 | $1.5M | Add +4.3% |
| LLY Eli Lilly & Co. | 0.36% | 1,846 | $1.4M | Add +6.0% |
| IDV iShares International Select | 0.36% | 41,438 | $1.4M | Reduce -5.2% |
| V Visa Inc. Class A | 0.36% | 3,986 | $1.4M | Reduce -0.9% |
| UNP Union Pacific Corp. | 0.35% | 5,971 | $1.4M | Add +1.4% |
| MDY State Street SPDR S&P Midcap | 0.33% | 2,334 | $1.3M | Reduce -6.0% |
| AXP American Express Co. | 0.31% | 3,857 | $1.2M | Reduce -5.0% |
| JPIB JPMorgan Intl BND ETF | 0.31% | 25,071 | $1.2M | Reduce -16.1% |
| MRK Merck & Co. Inc. | 0.30% | 15,159 | $1.2M | Reduce -4.0% |
| EFA iShares MSCI Eafe ETF | 0.30% | 13,190 | $1.2M | Reduce -0.1% |
| CSCO Cisco Systems Inc. | 0.28% | 15,799 | $1.1M | Add +3.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 2,253 | $1.1M | Add +1.5% |
| TSLA Tesla Inc. | 0.27% | 3,406 | $1.1M | Reduce -0.2% |
| MA Mastercard Inc. Class A | 0.26% | 1,850 | $1.0M | Add +5.5% |
| HUBB Hubbell Inc. | 0.26% | 2,525 | $1.0M | No change |
| RTX RTX Corp. | 0.25% | 6,647 | $971K | Reduce -4.2% |
| COF Capital One Financial Corp. | 0.24% | 4,535 | $965K | Add +67.0% |
| XLK SS Technology Select Sector | 0.24% | 3,771 | $955K | Reduce -2.9% |
| SPGI S&P Global Inc. | 0.24% | 1,774 | $935K | Add +4.3% |
| ORCL Oracle Corp. | 0.23% | 4,209 | $920K | Add +2.7% |
| ACWI iShares MSCI Acwi ETF | 0.23% | 6,985 | $898K | Reduce -5.9% |
| WMT Walmart Inc. | 0.22% | 8,970 | $877K | Add +12.4% |
| ADP Automatic Data Processing | 0.21% | 2,632 | $812K | Add +0.1% |
| CRM Salesforce Inc. | 0.20% | 2,902 | $791K | Add +1.1% |
| QLTA iShares Aaa - A Rated Corpor | 0.19% | 15,900 | $761K | No change |
| KR Kroger Co. | 0.19% | 10,543 | $756K | No change |
| NFLX Netflix Inc. | 0.19% | 561 | $751K | Reduce -0.9% |
| COST Costco Wholesale Corp. | 0.19% | 746 | $738K | Add +6.6% |
| HD Home Depot Inc. | 0.19% | 2,007 | $736K | Add +1.5% |
| SHM SS SPDR N Ice St Muni ETF | 0.18% | 14,851 | $710K | Reduce -5.3% |
| VXF Vanguard Extended Market ETF | 0.18% | 3,605 | $695K | No change |
| WFC Wells Fargo & Co. | 0.16% | 8,088 | $648K | Add +9.6% |
| GEV GE Vernova Inc. | 0.16% | 1,163 | $615K | Reduce -5.8% |
| CVX Chevron Corp. | 0.15% | 4,217 | $604K | Add +21.9% |
| AON Aon PLC Class A | 0.15% | 1,675 | $598K | Add +1.8% |
| T AT&T Inc. | 0.15% | 20,532 | $594K | Add +5.4% |
| AMAT Applied Materials Inc. | 0.15% | 3,241 | $593K | Add +7.0% |
| UNH Unitedhealth Group Inc. | 0.15% | 1,888 | $589K | Add +8.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 11,980 | $567K | Add +4.3% |
| INTC Intel Corp. | 0.14% | 24,939 | $559K | Add +10.7% |
| AMP Ameriprise Financial Inc. | 0.13% | 988 | $527K | Reduce -4.6% |
| ADBE Adobe Inc. | 0.13% | 1,347 | $521K | Add +31.4% |
| PM Philip Morris International | 0.13% | 2,760 | $503K | Add +6.6% |
| EEM iShares MSCI Emerging Market | 0.13% | 10,400 | $502K | Reduce -0.2% |
| CAT Caterpillar Inc. | 0.12% | 1,268 | $492K | Reduce -6.4% |
| AMD Advanced Micro Devices | 0.12% | 3,379 | $479K | Add +20.3% |
| ACN Accenture PLC Class A | 0.11% | 1,506 | $450K | Reduce -0.2% |
| TGT Target Corp. | 0.11% | 4,551 | $449K | Add +4.3% |
| ETN Eaton Corp. PLC | 0.11% | 1,254 | $448K | Reduce -2.0% |
| MCO Moody's Corp. | 0.11% | 887 | $445K | Reduce -5.0% |
| ADI Analog Devices Inc. | 0.11% | 1,824 | $434K | Add +36.0% |
| INTU Intuit Inc. | 0.10% | 526 | $414K | Add +4.8% |
| KLAC KLA Corp. | 0.10% | 461 | $413K | Add +21.0% |
| DELL Dell Technologies -C | 0.10% | 3,346 | $410K | Add +1.9% |
| APO Apollo Global Management Inc. | 0.10% | 2,853 | $405K | Reduce -8.5% |
| PLTR Palantir Technologies Inc. Class A | 0.10% | 2,909 | $397K | New |
| EXI iShares Global Industrials E | 0.10% | 2,375 | $393K | No change |
| LOW Lowe's Cos Inc. | 0.10% | 1,715 | $381K | Add +5.0% |
| VZ Verizon Communications Inc. | 0.10% | 8,707 | $377K | Reduce -2.5% |
| MCD McDonald's Corp. | 0.10% | 1,287 | $376K | Add +14.0% |
| SCHD Schwab US DVD Equity ETF | 0.09% | 14,082 | $373K | Add +0.0% |
| ICE Intercontinental Exchange Inc. | 0.09% | 2,013 | $369K | Reduce -11.2% |
| NEE Nextera Energy Inc. | 0.09% | 5,082 | $353K | Add +12.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 2,785 | $345K | Add +15.6% |
| SNPS Synopsys Inc. | 0.09% | 660 | $338K | Add +10.7% |
| ISRG Intuitive Surgical Inc. | 0.09% | 621 | $337K | Reduce -13.4% |
| QCOM Qualcomm Inc. | 0.09% | 2,113 | $337K | Add +8.3% |
| PAYX Paychex Inc. | 0.08% | 2,305 | $335K | Add +3.4% |
Portfolio Sells Q1 2025 → Q2 2025
| IJR iShares Core S&P Small-Cap E | Reduce -37.7% | 4.23% | −2.97 |
| VXUS Vanguard Total Intl Stock | Reduce -24.4% | 7.67% | −2.43 |
| ABBV Abbvie Inc. | Reduce -2.4% | 0.63% | −0.18 |
| AAPL Apple Inc. | Reduce -3.3% | 0.69% | −0.17 |
| XOM Exxon Mobil Corp. | Reduce -0.2% | 0.70% | −0.16 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.10 |
| VWO Vanguard Ftse Emerging Marke | Reduce -4.4% | 1.64% | −0.10 |
| JNJ Johnson & Johnson | Reduce -3.1% | 0.40% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -4.0% | 0.30% | −0.09 |
| JPIB JPMorgan Intl BND ETF | Reduce -16.1% | 0.31% | −0.09 |
| FIXD First Trust Smith Opportunis | Sold out | 0.00% | −0.08 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.08 |
| IXN iShares Global Tech ETF | Sold out | 0.00% | −0.07 |
| COP Conocophillips | Sold out | 0.00% | −0.07 |
| KO The Coca-Cola Co. | Reduce -1.3% | 0.49% | −0.07 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.07 |
| V Visa Inc. Class A | Reduce -0.9% | 0.36% | −0.04 |
| MDY State Street SPDR S&P Midcap | Reduce -6.0% | 0.33% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -9.9% | 0.07% | −0.03 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -5.3% | 0.18% | −0.03 |
| IDV iShares International Select | Reduce -5.2% | 0.36% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -2.5% | 0.10% | −0.02 |
| ACN Accenture PLC Class A | Reduce -0.2% | 0.11% | −0.02 |
| APO Apollo Global Management Inc. | Reduce -8.5% | 0.10% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -2.5% | 0.58% | −0.02 |
| ICE Intercontinental Exchange Inc. | Reduce -11.2% | 0.09% | −0.02 |
| MET Metlife Inc. | Reduce -10.6% | 0.07% | −0.02 |
| AMGN Amgen Inc. | Reduce -0.7% | 0.06% | −0.02 |
| ACWI iShares MSCI Acwi ETF | Reduce -5.9% | 0.23% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -1.1% | 0.42% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -13.4% | 0.09% | −0.01 |
| DHR Danaher Corp. | Reduce -1.9% | 0.08% | −0.01 |
| FICO Fair Isaac Corp. | Reduce -3.3% | 0.08% | −0.01 |
| RTX RTX Corp. | Reduce -4.2% | 0.25% | −0.01 |
| CB Chubb Ltd. | Reduce -1.7% | 0.07% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -26.6% | 0.06% | −0.01 |
| MCO Moody's Corp. | Reduce -5.0% | 0.11% | −0.01 |
| AMP Ameriprise Financial Inc. | Reduce -4.6% | 0.13% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -0.1% | 0.30% | −0.00 |
| IBM Intl Business Machines Corp. | Reduce -10.7% | 0.06% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -4.1% | 0.59% | −0.00 |
| CAT Caterpillar Inc. | Reduce -6.4% | 0.12% | −0.00 |
| EEM iShares MSCI Emerging Market | Reduce -0.2% | 0.13% | −0.00 |
| SCHW Schwab (charles) Corp. | Reduce -3.3% | 0.06% | +0.00 |
| AXP American Express Co. | Reduce -5.0% | 0.31% | +0.00 |
| MS Morgan Stanley | Reduce -1.5% | 0.08% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -4.3% | 0.07% | +0.01 |
| ETN Eaton Corp. PLC | Reduce -2.0% | 0.11% | +0.02 |
| XLK SS Technology Select Sector | Reduce -2.9% | 0.24% | +0.02 |
| TSLA Tesla Inc. | Reduce -0.2% | 0.27% | +0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| EMR Emerson Electric Co. | New | 3.48% | +3.48 |
| VGK Vanguard Ftse Europe ETF | New | 2.90% | +2.90 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +10.4% | 15.10% | +1.45 |
| SPSM SS SPDR P S&P 600 Small Cap | New | 0.52% | +0.52 |
| MSFT Microsoft Corp. | Add +0.5% | 0.93% | +0.16 |
| AVGO Broadcom Inc. | Add +0.9% | 0.43% | +0.14 |
| COF Capital One Financial Corp. | Add +67.0% | 0.24% | +0.11 |
| PLTR Palantir Technologies Inc. Class A | New | 0.10% | +0.10 |
| META Meta Platforms Inc. Class A | Add +2.7% | 0.55% | +0.09 |
| ORCL Oracle Corp. | Add +2.7% | 0.23% | +0.07 |
| UBER Uber Technologies Inc. | New | 0.06% | +0.06 |
| VGSH Vanguard Short-Term Treasury | New | 0.06% | +0.06 |
| PANW Palo Alto Networks Inc. | New | 0.06% | +0.06 |
| GE General Electric | Add +1.4% | 0.40% | +0.06 |
| URI United Rentals Inc. | New | 0.06% | +0.06 |
| MRVL Marvell Technology Inc. | New | 0.06% | +0.06 |
| VMC Vulcan Materials Co. | New | 0.06% | +0.06 |
| GM General Motors Co. | New | 0.06% | +0.06 |
| MCHP Microchip Technology Inc. | New | 0.05% | +0.05 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.05% | +0.05 |
| WMB Williams Cos Inc. | New | 0.05% | +0.05 |
| MU Micron Technology Inc. | New | 0.05% | +0.05 |
| AMD Advanced Micro Devices | Add +20.3% | 0.12% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.4% | 3.71% | +0.04 |
| ADI Analog Devices Inc. | Add +36.0% | 0.11% | +0.03 |
| KLAC KLA Corp. | Add +21.0% | 0.10% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.49% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +3.2% | 0.53% | +0.03 |
| AMAT Applied Materials Inc. | Add +7.0% | 0.15% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +4.3% | 0.38% | +0.03 |
| WMT Walmart Inc. | Add +12.4% | 0.22% | +0.03 |
| ADBE Adobe Inc. | Add +31.4% | 0.13% | +0.02 |
| DIS The Walt Disney Co. | Add +15.6% | 0.09% | +0.02 |
| DELL Dell Technologies -C | Add +1.9% | 0.10% | +0.02 |
| INTU Intuit Inc. | Add +4.8% | 0.10% | +0.02 |
| HPE Hewlett Packard Enterprise | Add +11.2% | 0.07% | +0.02 |
| WFC Wells Fargo & Co. | Add +9.6% | 0.16% | +0.02 |
| CSCO Cisco Systems Inc. | Add +3.9% | 0.28% | +0.01 |
| SNPS Synopsys Inc. | Add +10.7% | 0.09% | +0.01 |
| VGIT Vanguard Intermediate-Term T | Add +33.2% | 0.07% | +0.01 |
| PM Philip Morris International | Add +6.6% | 0.13% | +0.01 |
| BAC Bank of America Corp. | Add +4.3% | 0.14% | +0.01 |
| TXN Texas Instruments Inc. | Add +4.7% | 0.07% | +0.01 |
| CTAS Cintas Corp. | Add +5.9% | 0.08% | +0.00 |
| COST Costco Wholesale Corp. | Add +6.6% | 0.19% | +0.00 |
| QCOM Qualcomm Inc. | Add +8.3% | 0.09% | +0.00 |
| KMI Kinder Morgan Inc. | Add +8.2% | 0.08% | +0.00 |
| SYK Stryker Corp. | Add +4.0% | 0.07% | −0.00 |
| NEE Nextera Energy Inc. | Add +12.3% | 0.09% | −0.00 |
| MDLZ Mondelez International Inc. Class A | Add +9.0% | 0.06% | −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 |