Sunflower Bank, N.A.

Name: Sunflower Bank, N.A. 13F holdings, Q2 2025
Creator: Sunflower Bank, N.A.
Published: 2025-07-10

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

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%
KMI Kinder Morgan Inc.	0.08%	11,268	$331K	Add +8.2%
CTAS Cintas Corp.	0.08%	1,459	$325K	Add +5.9%
PRU Prudential Financial Inc.	0.08%	2,973	$319K	Add +1.4%
FICO Fair Isaac Corp.	0.08%	174	$318K	Reduce -3.3%
MS Morgan Stanley	0.08%	2,161	$304K	Reduce -1.5%
DHR Danaher Corp.	0.08%	1,503	$297K	Reduce -1.9%
CRWD CrowdStrike Holdings Inc. Class A	0.07%	575	$293K	Reduce -4.3%
HPE Hewlett Packard Enterprise	0.07%	14,272	$292K	Add +11.2%
PLD Prologis Inc.	0.07%	2,697	$284K	Add +3.9%
VGIT Vanguard Intermediate-Term T	0.07%	4,604	$275K	Add +33.2%
SYK Stryker Corp.	0.07%	696	$275K	Add +4.0%
TXN Texas Instruments Inc.	0.07%	1,291	$268K	Add +4.7%
MET Metlife Inc.	0.07%	3,315	$267K	Reduce -10.6%
PEP Pepsico Inc.	0.07%	2,002	$264K	Add +10.1%
MRSH Marsh & McLennan Cos	0.07%	1,200	$262K	Add +1.4%
TMO Thermo Fisher Scientific Inc.	0.07%	647	$262K	Reduce -9.9%
ACGL Arch Capital Group Ltd.	0.07%	2,871	$261K	Add +4.1%
CB Chubb Ltd.	0.07%	890	$258K	Reduce -1.7%
GS Goldman Sachs Group Inc.	0.06%	362	$256K	Reduce -26.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.06%	856	$252K	Reduce -10.7%
TMUS T-Mobile US Inc.	0.06%	1,047	$249K	Add +1.8%
AMGN Amgen Inc.	0.06%	887	$248K	Reduce -0.7%
UBER Uber Technologies Inc.	0.06%	2,641	$246K	New
VGSH Vanguard Short-Term Treasury	0.06%	4,131	$243K	New
PANW Palo Alto Networks Inc.	0.06%	1,166	$239K	New
SCHW Schwab (charles) Corp.	0.06%	2,612	$238K	Reduce -3.3%
URI United Rentals Inc.	0.06%	305	$230K	New
MRVL Marvell Technology Inc.	0.06%	2,916	$226K	New
MDLZ Mondelez International Inc. Class A	0.06%	3,343	$225K	Add +9.0%
VMC Vulcan Materials Co.	0.06%	852	$222K	New
GM General Motors Co.	0.06%	4,507	$222K	New
MCHP Microchip Technology Inc.	0.05%	2,999	$211K	New
RCL Royal Caribbean Cruises Ltd.	0.05%	666	$209K	New
JPST JPMorgan Ultra-Short Income	0.05%	4,115	$209K	No change
WMB Williams Cos Inc.	0.05%	3,224	$202K	New
IGSB iShares 1-5Y Inv Grade Corp.	0.05%	3,830	$202K	No change
MU Micron Technology Inc.	0.05%	1,634	$201K	New

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