Sunflower Bank, N.A.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 10, 2025), Sunflower Bank, N.A. reported 148 stock positions worth $411.1 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 15.7% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 13.5%) and Vanguard Tax-Exempt Bond ETF (VTEB, 10.9%). Compared with Q2 2025, it opened 13 new positions, sold out of 2, added to 43 and reduced 58. The biggest buy was a new position in JPMorgan Flexible Debt ETF (JFLX) and the biggest sale Procter & Gamble (PG, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001818759
- Portfolio Value
- $411.1M (Q3 2025)
- SEC Filing
- 0001818759-25-000009 ↗ filed Oct 10, 2025
Holdings Value
Holdings 148 stocks · $411.1M
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 15.75% | 210,276 | $64.7M | Add +0.5% |
| AGG iShares Core U.S. Aggregate | 13.52% | 554,366 | $55.6M | Add +0.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 10.93% | 897,361 | $44.9M | Add +4.9% |
| VXUS Vanguard Total Intl Stock | 7.88% | 441,246 | $32.4M | Add +0.5% |
| IJR iShares Core S&P Small-Cap E | 4.38% | 151,472 | $18.0M | Reduce -1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.74% | 23,105 | $15.4M | Reduce -2.7% |
| VRIG Invesco Variable Rate Invest | 3.37% | 551,508 | $13.8M | Reduce -0.2% |
| EMR Emerson Electric Co. | 3.30% | 103,278 | $13.5M | Reduce -0.0% |
| VGK Vanguard Ftse Europe ETF | 2.90% | 149,344 | $11.9M | Add +1.1% |
| JFLX JPMorgan Flexible Debt ETF | 2.65% | 217,251 | $10.9M | New |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 2.56% | 206,571 | $10.5M | Reduce -6.4% |
| VWO Vanguard Ftse Emerging Marke | 1.73% | 131,645 | $7.1M | Add +0.3% |
| MSFT Microsoft Corp. | 0.91% | 7,212 | $3.7M | Reduce -2.5% |
| AAPL Apple Inc. | 0.81% | 13,073 | $3.3M | Reduce -1.9% |
| ABBV Abbvie Inc. | 0.74% | 13,186 | $3.1M | Reduce -1.8% |
| NVDA Nvidia Corp. | 0.73% | 16,058 | $3.0M | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 0.71% | 11,946 | $2.9M | Add +1.5% |
| XOM Exxon Mobil Corp. | 0.69% | 25,035 | $2.8M | Reduce -2.6% |
| AGZ iShares Agency Bond ETF | 0.62% | 23,035 | $2.5M | No change |
| IVV iShares Core S&P 500 ETF | 0.60% | 3,699 | $2.5M | No change |
| GNMA iShares Gnma Bond ETF | 0.60% | 55,380 | $2.5M | No change |
| AMZN Amazon.com Inc. | 0.57% | 10,664 | $2.3M | Add +0.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.54% | 48,152 | $2.2M | Reduce -1.0% |
| META Meta Platforms Inc. Class A | 0.53% | 2,990 | $2.2M | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 0.51% | 8,678 | $2.1M | Add +1.9% |
| JPM JPMorgan Chase & Co. | 0.49% | 6,423 | $2.0M | Reduce -3.0% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.48% | 76,594 | $2.0M | Reduce -1.9% |
| AVGO Broadcom Inc. | 0.47% | 5,915 | $2.0M | Reduce -4.5% |
| ABT Abbott Laboratories | 0.47% | 14,387 | $1.9M | Reduce -2.2% |
| JNJ Johnson & Johnson | 0.46% | 10,138 | $1.9M | Reduce -1.3% |
| KO The Coca-Cola Co. | 0.46% | 28,261 | $1.9M | Add +2.8% |
| GE General Electric filed as GE AEROSPACE | 0.45% | 6,144 | $1.8M | Add +1.2% |
| IWM iShares Russell 2000 ETF | 0.44% | 7,538 | $1.8M | Reduce -1.2% |
| TSLA Tesla Inc. | 0.38% | 3,477 | $1.5M | Add +2.1% |
| IDV iShares International Select | 0.35% | 39,637 | $1.4M | Reduce -4.3% |
| UNP Union Pacific Corp. | 0.34% | 5,967 | $1.4M | Reduce -0.1% |
| V Visa Inc. Class A | 0.33% | 3,947 | $1.3M | Reduce -1.0% |
| LLY Eli Lilly & Co. | 0.32% | 1,742 | $1.3M | Reduce -5.6% |
| MDY State Street SPDR S&P Midcap | 0.32% | 2,206 | $1.3M | Reduce -5.5% |
| MRK Merck & Co. Inc. | 0.31% | 15,309 | $1.3M | Add +1.0% |
| AXP American Express Co. | 0.30% | 3,734 | $1.2M | Reduce -3.2% |
| EFA iShares MSCI Eafe ETF | 0.30% | 13,190 | $1.2M | No change |
| JPIB JPMorgan Intl BND ETF | 0.30% | 24,933 | $1.2M | Reduce -0.6% |
| ORCL Oracle Corp. | 0.29% | 4,282 | $1.2M | Add +1.7% |
| RTX RTX Corp. | 0.27% | 6,530 | $1.1M | Reduce -1.8% |
| HUBB Hubbell Inc. | 0.26% | 2,525 | $1.1M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 2,153 | $1.1M | Reduce -4.4% |
| CSCO Cisco Systems Inc. | 0.26% | 15,817 | $1.1M | Add +0.1% |
| XLK SS Technology Select Sector | 0.26% | 3,771 | $1.1M | No change |
| MA Mastercard Inc. Class A | 0.25% | 1,825 | $1.0M | Reduce -1.4% |
| COF Capital One Financial Corp. | 0.24% | 4,553 | $968K | Add +0.4% |
| ACWI iShares MSCI Acwi ETF | 0.23% | 6,885 | $952K | Reduce -1.4% |
| WMT Walmart Inc. | 0.22% | 8,756 | $902K | Reduce -2.4% |
| INTC Intel Corp. | 0.21% | 25,252 | $847K | Add +1.3% |
| SPGI S&P Global Inc. | 0.20% | 1,725 | $840K | Reduce -2.8% |
| HD Home Depot Inc. | 0.19% | 1,941 | $786K | Reduce -3.3% |
| ADP Automatic Data Processing | 0.19% | 2,638 | $774K | Add +0.2% |
| QLTA iShares Aaa - A Rated Corpor | 0.19% | 15,900 | $771K | No change |
| CVX Chevron Corp. | 0.19% | 4,919 | $764K | Add +16.6% |
| VXF Vanguard Extended Market ETF | 0.18% | 3,605 | $755K | No change |
| SHM SS SPDR N Ice St Muni ETF | 0.17% | 14,851 | $716K | No change |
| GEV GE Vernova Inc. | 0.17% | 1,163 | $715K | No change |
| KR Kroger Co. | 0.17% | 10,543 | $711K | No change |
| WFC Wells Fargo & Co. | 0.17% | 8,144 | $683K | Add +0.7% |
| COST Costco Wholesale Corp. | 0.16% | 728 | $674K | Reduce -2.4% |
| AMAT Applied Materials Inc. | 0.16% | 3,287 | $673K | Add +1.4% |
| NFLX Netflix Inc. | 0.16% | 561 | $673K | No change |
| CRM Salesforce Inc. | 0.16% | 2,809 | $666K | Reduce -3.2% |
| UNH Unitedhealth Group Inc. | 0.16% | 1,916 | $662K | Add +1.5% |
| CAT Caterpillar Inc. | 0.15% | 1,299 | $620K | Add +2.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 11,980 | $618K | No change |
| AON Aon PLC Class A | 0.15% | 1,675 | $597K | No change |
| T AT&T Inc. | 0.14% | 20,887 | $590K | Add +1.7% |
| AMD Advanced Micro Devices | 0.14% | 3,588 | $581K | Add +6.2% |
| PG The Procter & Gamble Co. | 0.14% | 3,777 | $580K | Reduce -96.6% |
| EEM iShares MSCI Emerging Market | 0.14% | 10,400 | $555K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.13% | 2,878 | $525K | Reduce -1.1% |
| KLAC KLA Corp. | 0.12% | 467 | $504K | Add +1.3% |
| AMP Ameriprise Financial Inc. | 0.12% | 988 | $485K | No change |
| DELL Dell Technologies -C | 0.12% | 3,356 | $476K | Add +0.3% |
| ADBE Adobe Inc. | 0.11% | 1,330 | $469K | Reduce -1.3% |
| ADI Analog Devices Inc. | 0.11% | 1,824 | $448K | No change |
| ETN Eaton Corp. PLC | 0.11% | 1,181 | $442K | Reduce -5.8% |
| PM Philip Morris International | 0.11% | 2,678 | $434K | Reduce -3.0% |
| SNPS Synopsys Inc. | 0.10% | 858 | $423K | Add +30.0% |
| MCO Moody's Corp. | 0.10% | 887 | $423K | No change |
| TGT Target Corp. | 0.10% | 4,603 | $413K | Add +1.1% |
| EXI iShares Global Industrials E | 0.10% | 2,375 | $410K | No change |
| LOW Lowe's Cos Inc. | 0.10% | 1,630 | $410K | Reduce -5.0% |
| VGT Vanguard Info Tech ETF | 0.10% | 539 | $402K | New |
| SCHD Schwab US DVD Equity ETF | 0.09% | 14,082 | $384K | No change |
| APO Apollo Global Management Inc. | 0.09% | 2,843 | $379K | Reduce -0.3% |
| VZ Verizon Communications Inc. | 0.09% | 8,581 | $377K | Reduce -1.4% |
| HPE Hewlett Packard Enterprise | 0.09% | 14,872 | $365K | Add +4.2% |
| NEE Nextera Energy Inc. | 0.09% | 4,766 | $360K | Reduce -6.2% |
| INTU Intuit Inc. | 0.08% | 507 | $346K | Reduce -3.6% |
| MCD McDonald's Corp. | 0.08% | 1,133 | $344K | Reduce -12.0% |
| MS Morgan Stanley | 0.08% | 2,161 | $344K | No change |
| ICE Intercontinental Exchange Inc. | 0.08% | 2,013 | $339K | No change |
| QCOM Qualcomm Inc. | 0.08% | 1,998 | $332K | Reduce -5.4% |
Portfolio Sells Q2 2025 → Q3 2025
| PG The Procter & Gamble Co. | Reduce -96.6% | 0.14% | −4.28 |
| JMST JPM Ultra-Short Muni Income | Reduce -6.4% | 2.56% | −0.28 |
| EMR Emerson Electric Co. | Reduce -0.0% | 3.30% | −0.19 |
| VRIG Invesco Variable Rate Invest | Reduce -0.2% | 3.37% | −0.13 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.06 |
| WMB Williams Cos Inc. | Sold out | 0.00% | −0.05 |
| ACN Accenture PLC Class A | Reduce -23.3% | 0.07% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -5.6% | 0.32% | −0.04 |
| CRM Salesforce Inc. | Reduce -3.2% | 0.16% | −0.04 |
| ABT Abbott Laboratories | Reduce -2.2% | 0.47% | −0.04 |
| SPGI S&P Global Inc. | Reduce -2.8% | 0.20% | −0.03 |
| V Visa Inc. Class A | Reduce -1.0% | 0.33% | −0.03 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -1.9% | 0.48% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -2.4% | 0.16% | −0.02 |
| MSFT Microsoft Corp. | Reduce -2.5% | 0.91% | −0.02 |
| PM Philip Morris International | Reduce -3.0% | 0.11% | −0.02 |
| INTU Intuit Inc. | Reduce -3.6% | 0.08% | −0.02 |
| FICO Fair Isaac Corp. | Reduce -4.0% | 0.06% | −0.02 |
| ADBE Adobe Inc. | Reduce -1.3% | 0.11% | −0.02 |
| PAYX Paychex Inc. | Reduce -4.0% | 0.07% | −0.02 |
| DHR Danaher Corp. | Reduce -18.8% | 0.06% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -5.5% | 0.32% | −0.01 |
| MRSH Marsh & McLennan Cos | Reduce -11.5% | 0.05% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -2.6% | 0.69% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.4% | 0.26% | −0.01 |
| DIS The Walt Disney Co. | Reduce -3.8% | 0.07% | −0.01 |
| MCD McDonald's Corp. | Reduce -12.0% | 0.08% | −0.01 |
| JPIB JPMorgan Intl BND ETF | Reduce -0.6% | 0.30% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -1.4% | 0.25% | −0.01 |
| APO Apollo Global Management Inc. | Reduce -0.3% | 0.09% | −0.01 |
| PRU Prudential Financial Inc. | Reduce -5.2% | 0.07% | −0.01 |
| AXP American Express Co. | Reduce -3.2% | 0.30% | −0.01 |
| IDV iShares International Select | Reduce -4.3% | 0.35% | −0.01 |
| KMI Kinder Morgan Inc. | Reduce -2.1% | 0.08% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -2.6% | 0.07% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -5.8% | 0.11% | −0.01 |
| PLD Prologis Inc. | Reduce -10.9% | 0.07% | −0.00 |
| UNP Union Pacific Corp. | Reduce -0.1% | 0.34% | −0.00 |
| QCOM Qualcomm Inc. | Reduce -5.4% | 0.08% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -1.4% | 0.09% | −0.00 |
| TMUS T-Mobile US Inc. | Reduce -1.1% | 0.06% | −0.00 |
| WMT Walmart Inc. | Reduce -2.4% | 0.22% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -6.2% | 0.09% | −0.00 |
| PEP Pepsico Inc. | Reduce -3.8% | 0.07% | −0.00 |
| LOW Lowe's Cos Inc. | Reduce -5.0% | 0.10% | +0.00 |
| ACWI iShares MSCI Acwi ETF | Reduce -1.4% | 0.23% | +0.00 |
| TMO Thermo Fisher Scientific Inc. | Reduce -6.5% | 0.07% | +0.01 |
| HD Home Depot Inc. | Reduce -3.3% | 0.19% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -3.0% | 0.49% | +0.01 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -1.0% | 0.54% | +0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| JFLX JPMorgan Flexible Debt ETF | New | 2.65% | +2.65 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.5% | 15.75% | +0.64 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +4.9% | 10.93% | +0.32 |
| VXUS Vanguard Total Intl Stock | Add +0.5% | 7.88% | +0.22 |
| GOOG Alphabet Inc. Class C | Add +1.5% | 0.71% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +1.9% | 0.51% | +0.13 |
| TSLA Tesla Inc. | Add +2.1% | 0.38% | +0.10 |
| VGT Vanguard Info Tech ETF | New | 0.10% | +0.10 |
| VWO Vanguard Ftse Emerging Marke | Add +0.3% | 1.73% | +0.09 |
| INTC Intel Corp. | Add +1.3% | 0.21% | +0.06 |
| TER Teradyne Inc. | New | 0.06% | +0.06 |
| ORCL Oracle Corp. | Add +1.7% | 0.29% | +0.06 |
| ANET Arista Networks Inc. | New | 0.06% | +0.06 |
| GE General Electric | Add +1.2% | 0.45% | +0.05 |
| IXN iShares Global Tech ETF | New | 0.05% | +0.05 |
| AZO AutoZone Inc. | New | 0.05% | +0.05 |
| ORLY O'reilly Automotive Inc. | New | 0.05% | +0.05 |
| MPWR Monolithic Power Systems Inc. | New | 0.05% | +0.05 |
| SYF Synchrony Financial | New | 0.05% | +0.05 |
| NSC Norfolk Southern Corp. | New | 0.05% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.05% | +0.05 |
| COP Conocophillips | New | 0.05% | +0.05 |
| DDOG Datadog Inc. Class A | New | 0.05% | +0.05 |
| CVX Chevron Corp. | Add +16.6% | 0.19% | +0.03 |
| CAT Caterpillar Inc. | Add +2.4% | 0.15% | +0.03 |
| AMD Advanced Micro Devices | Add +6.2% | 0.14% | +0.02 |
| KLAC KLA Corp. | Add +1.3% | 0.12% | +0.02 |
| SNPS Synopsys Inc. | Add +30.0% | 0.10% | +0.02 |
| URI United Rentals Inc. | Add +5.6% | 0.07% | +0.02 |
| HPE Hewlett Packard Enterprise | Add +4.2% | 0.09% | +0.01 |
| AMAT Applied Materials Inc. | Add +1.4% | 0.16% | +0.01 |
| GM General Motors Co. | Add +3.4% | 0.07% | +0.01 |
| DELL Dell Technologies -C | Add +0.3% | 0.12% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +1.5% | 0.16% | +0.01 |
| MRK Merck & Co. Inc. | Add +1.0% | 0.31% | +0.01 |
| MET Metlife Inc. | Add +10.3% | 0.07% | +0.01 |
| ACGL Arch Capital Group Ltd. | Add +9.6% | 0.07% | +0.00 |
| MRVL Marvell Technology Inc. | Add +0.8% | 0.06% | +0.00 |
| VGK Vanguard Ftse Europe ETF | Add +1.1% | 2.90% | +0.00 |
| SCHW Schwab (charles) Corp. | Add +3.6% | 0.06% | +0.00 |
| WFC Wells Fargo & Co. | Add +0.7% | 0.17% | +0.00 |
| PANW Palo Alto Networks Inc. | Add +1.0% | 0.06% | −0.00 |
| MCHP Microchip Technology Inc. | Add +6.4% | 0.05% | −0.00 |
| CB Chubb Ltd. | Add +0.2% | 0.06% | −0.00 |
| IBM Intl Business Machines Corp. | Add +0.7% | 0.06% | −0.00 |
| TXN Texas Instruments Inc. | Add +6.6% | 0.06% | −0.01 |
| T AT&T Inc. | Add +1.7% | 0.14% | −0.01 |
| ISRG Intuitive Surgical Inc. | Add +14.0% | 0.08% | −0.01 |
| COF Capital One Financial Corp. | Add +0.4% | 0.24% | −0.01 |
| TGT Target Corp. | Add +1.1% | 0.10% | −0.01 |
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 |