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

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $444.4M Q1 2024 Q2 2024: $423.6M Q2 2024 Q3 2024: $364.8M Q3 2024 Q4 2024: $359.8M Q4 2024 Q1 2025: $356.7M Q1 2025 Q2 2025: $395.4M Q2 2025 Q3 2025: $411.1M $411.1M Q3 2025 Q4 2025: $396.9M Q4 2025 Q1 2026: $392.4M Q1 2026 Q2 2026: $418.3M Q2 2026

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%
ISRG Intuitive Surgical Inc. 0.08% 708 $317K Add +14.0%
KMI Kinder Morgan Inc. 0.08% 11,030 $312K Reduce -2.1%
URI United Rentals Inc. 0.07% 322 $307K Add +5.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 2,680 $307K Reduce -3.8%
MET Metlife Inc. 0.07% 3,658 $301K Add +10.3%
CTAS Cintas Corp. 0.07% 1,459 $299K No change
TMO Thermo Fisher Scientific Inc. 0.07% 605 $293K Reduce -6.5%
PRU Prudential Financial Inc. 0.07% 2,820 $293K Reduce -5.2%
GS Goldman Sachs Group Inc. 0.07% 362 $288K No change
ACGL Arch Capital Group Ltd. 0.07% 3,146 $285K Add +9.6%
ACN Accenture PLC Class A 0.07% 1,155 $285K Reduce -23.3%
GM General Motors Co. 0.07% 4,659 $284K Add +3.4%
PAYX Paychex Inc. 0.07% 2,214 $281K Reduce -4.0%
VGIT Vanguard Intermediate-Term T 0.07% 4,604 $276K No change
PLD Prologis Inc. 0.07% 2,402 $275K Reduce -10.9%
CRWD CrowdStrike Holdings Inc. Class A 0.07% 560 $275K Reduce -2.6%
MU Micron Technology Inc. 0.07% 1,634 $273K No change
PEP Pepsico Inc. 0.07% 1,927 $271K Reduce -3.8%
TER Teradyne Inc. 0.06% 1,919 $264K New
VMC Vulcan Materials Co. 0.06% 852 $262K No change
UBER Uber Technologies Inc. 0.06% 2,641 $259K No change
SCHW Schwab (charles) Corp. 0.06% 2,707 $258K Add +3.6%
SYK Stryker Corp. 0.06% 696 $257K No change
TXN Texas Instruments Inc. 0.06% 1,376 $253K Add +6.6%
CB Chubb Ltd. 0.06% 892 $252K Add +0.2%
AMGN Amgen Inc. 0.06% 887 $250K No change
FICO Fair Isaac Corp. 0.06% 167 $250K Reduce -4.0%
TMUS T-Mobile US Inc. 0.06% 1,035 $248K Reduce -1.1%
MRVL Marvell Technology Inc. 0.06% 2,938 $247K Add +0.8%
ANET Arista Networks Inc. 0.06% 1,684 $245K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 862 $243K Add +0.7%
VGSH Vanguard Short-Term Treasury 0.06% 4,131 $243K No change
DHR Danaher Corp. 0.06% 1,220 $242K Reduce -18.8%
PANW Palo Alto Networks Inc. 0.06% 1,178 $240K Add +1.0%
IXN iShares Global Tech ETF 0.05% 2,157 $223K New
RCL Royal Caribbean Cruises Ltd. 0.05% 666 $216K No change
AZO AutoZone Inc. 0.05% 50 $215K New
MRSH Marsh & McLennan Cos 0.05% 1,062 $214K Reduce -11.5%
ORLY O'reilly Automotive Inc. 0.05% 1,976 $213K New
MPWR Monolithic Power Systems Inc. 0.05% 228 $210K New
SYF Synchrony Financial 0.05% 2,951 $210K New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.05% 712 $209K New
NSC Norfolk Southern Corp. 0.05% 696 $209K New
JPST JPMorgan Ultra-Short Income 0.05% 4,115 $209K No change
MCHP Microchip Technology Inc. 0.05% 3,191 $205K Add +6.4%
COP Conocophillips 0.05% 2,160 $204K New
IGSB iShares 1-5Y Inv Grade Corp. 0.05% 3,830 $203K No change
DDOG Datadog Inc. Class A 0.05% 1,409 $201K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026Amended 159$418.3MVV, PYLD, VTEB, VXUS, AGG
Q1 2026 155$392.4MVV, VTEB, PYLD, VXUS, AGG
Q4 2025 154$396.9MVV, VTEB, PYLD, AGG, VXUS
Q3 2025 148$411.1MVV, AGG, VTEB, VXUS, IJR
Q2 2025 137$395.4MVV, AGG, VTEB, VXUS, PG
Q1 2025 128$356.7MAGG, VV, VTEB, VXUS, IJR
Q4 2024 127$359.8MVV, AGG, VTEB, VXUS, IJR
Q3 2024 131$364.8MAGG, VV, VTEB, VXUS, IJR
Q2 2024 122$423.6MADM, AGG, VXUS, VV, VTEB
Q1 2024 122$444.4MADM, VXUS, AGG, VTEB, VV