Sunflower Bank, N.A.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 9, 2026), Sunflower Bank, N.A. reported 154 stock positions worth $396.9 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 14.8% of the portfolio, followed by Vanguard Tax-Exempt Bond ETF (VTEB, 11.1%) and PIMCO Multisector Bond Actv (PYLD, 10.9%). Compared with Q3 2025, it opened 13 new positions, sold out of 7, added to 61 and reduced 62. The biggest buy was a new position in PIMCO Multisector Bond Actv (PYLD) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001818759
- Portfolio Value
- $396.9M (Q4 2025)
- SEC Filing
- 0001818759-26-000001 ↗ filed Jan 9, 2026
Holdings Value
Holdings 154 stocks · $396.9M
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 14.78% | 186,361 | $58.7M | Reduce -11.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 11.08% | 874,166 | $44.0M | Reduce -2.6% |
| PYLD PIMCO Multisector Bond Actv | 10.88% | 1,618,877 | $43.2M | New |
| AGG iShares Core U.S. Aggregate | 7.09% | 281,867 | $28.2M | Reduce -49.2% |
| VXUS Vanguard Total Intl Stock | 7.06% | 371,254 | $28.0M | Reduce -15.9% |
| IJR iShares Core S&P Small-Cap E | 4.04% | 133,288 | $16.0M | Reduce -12.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.68% | 21,443 | $14.6M | Reduce -7.2% |
| EMR Emerson Electric Co. | 3.45% | 103,278 | $13.7M | No change |
| VGK Vanguard Ftse Europe ETF | 3.45% | 163,899 | $13.7M | Add +9.8% |
| EVSM Eaton Vance SHRT Dur Muni | 2.42% | 190,799 | $9.6M | New |
| VWO Vanguard Ftse Emerging Marke | 1.68% | 124,049 | $6.7M | Reduce -5.8% |
| AAPL Apple Inc. | 0.89% | 12,968 | $3.5M | Reduce -0.8% |
| MSFT Microsoft Corp. | 0.89% | 7,273 | $3.5M | Add +0.8% |
| XOM Exxon Mobil Corp. | 0.83% | 27,457 | $3.3M | Add +9.7% |
| GOOG Alphabet Inc. Class C | 0.83% | 10,492 | $3.3M | Reduce -12.2% |
| ABBV Abbvie Inc. | 0.75% | 12,996 | $3.0M | Reduce -1.4% |
| NVDA Nvidia Corp. | 0.69% | 14,641 | $2.7M | Reduce -8.8% |
| AGZ iShares Agency Bond ETF | 0.64% | 23,035 | $2.5M | No change |
| IVV iShares Core S&P 500 ETF | 0.64% | 3,683 | $2.5M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 0.63% | 10,863 | $2.5M | Add +1.9% |
| GNMA iShares Gnma Bond ETF | 0.62% | 55,380 | $2.5M | No change |
| GOOGL Alphabet Inc. Class A | 0.57% | 7,289 | $2.3M | Reduce -16.0% |
| JNJ Johnson & Johnson | 0.55% | 10,617 | $2.2M | Add +4.7% |
| LLY Eli Lilly & Co. | 0.55% | 2,022 | $2.2M | Add +16.1% |
| META Meta Platforms Inc. Class A | 0.52% | 3,147 | $2.1M | Add +5.3% |
| JPM JPMorgan Chase & Co. | 0.52% | 6,388 | $2.1M | Reduce -0.5% |
| KO The Coca-Cola Co. | 0.52% | 29,258 | $2.0M | Add +3.5% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.50% | 42,585 | $2.0M | Reduce -11.6% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.49% | 77,459 | $2.0M | Add +1.1% |
| VRIG Invesco Variable Rate Invest | 0.47% | 74,281 | $1.9M | Reduce -86.5% |
| IWM iShares Russell 2000 ETF | 0.47% | 7,538 | $1.9M | No change |
| GE General Electric filed as GE AEROSPACE | 0.46% | 5,981 | $1.8M | Reduce -2.6% |
| ABT Abbott Laboratories | 0.46% | 14,570 | $1.8M | Add +1.3% |
| AVGO Broadcom Inc. | 0.43% | 4,915 | $1.7M | Reduce -16.9% |
| MRK Merck & Co. Inc. | 0.41% | 15,434 | $1.6M | Add +0.8% |
| IDV iShares International Select | 0.38% | 38,581 | $1.5M | Reduce -2.7% |
| V Visa Inc. Class A | 0.37% | 4,218 | $1.5M | Add +6.9% |
| UNP Union Pacific Corp. | 0.36% | 6,109 | $1.4M | Add +2.4% |
| AXP American Express Co. | 0.34% | 3,626 | $1.3M | Reduce -2.9% |
| TSLA Tesla Inc. | 0.33% | 2,897 | $1.3M | Reduce -16.7% |
| MDY State Street SPDR S&P Midcap | 0.33% | 2,148 | $1.3M | Reduce -2.6% |
| EFA iShares MSCI Eafe ETF | 0.32% | 13,190 | $1.3M | No change |
| RTX RTX Corp. | 0.30% | 6,558 | $1.2M | Add +0.4% |
| CSCO Cisco Systems Inc. | 0.30% | 15,405 | $1.2M | Reduce -2.6% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.30% | 23,018 | $1.2M | Reduce -88.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 2,282 | $1.1M | Add +6.0% |
| HUBB Hubbell Inc. | 0.28% | 2,525 | $1.1M | No change |
| MA Mastercard Inc. Class A | 0.28% | 1,960 | $1.1M | Add +7.4% |
| INTC Intel Corp. | 0.27% | 29,487 | $1.1M | Add +16.8% |
| AMAT Applied Materials Inc. | 0.27% | 4,205 | $1.1M | Add +27.9% |
| XLK SS Technology Select Sector | 0.27% | 7,504 | $1.1M | Reduce -0.5% |
| COF Capital One Financial Corp. | 0.26% | 4,316 | $1.0M | Reduce -5.2% |
| WMT Walmart Inc. | 0.26% | 9,210 | $1.0M | Add +5.2% |
| ACWI iShares MSCI Acwi ETF | 0.25% | 6,881 | $974K | Reduce -0.1% |
| VGT Vanguard Info Tech ETF | 0.24% | 1,274 | $960K | Add +136.4% |
| ORCL Oracle Corp. | 0.23% | 4,740 | $924K | Add +10.7% |
| SPGI S&P Global Inc. | 0.22% | 1,642 | $858K | Reduce -4.8% |
| CVX Chevron Corp. | 0.21% | 5,460 | $832K | Add +11.0% |
| WFC Wells Fargo & Co. | 0.19% | 8,270 | $771K | Add +1.6% |
| QLTA iShares Aaa - A Rated Corpor | 0.19% | 15,900 | $765K | No change |
| CAT Caterpillar Inc. | 0.19% | 1,329 | $761K | Add +2.3% |
| VXF Vanguard Extended Market ETF | 0.19% | 3,605 | $754K | No change |
| GEV GE Vernova Inc. | 0.19% | 1,141 | $746K | Reduce -1.9% |
| UNH Unitedhealth Group Inc. | 0.19% | 2,229 | $736K | Add +16.3% |
| SHM SS SPDR N Ice St Muni ETF | 0.18% | 14,851 | $713K | No change |
| HD Home Depot Inc. | 0.18% | 2,055 | $707K | Add +5.9% |
| CRM Salesforce Inc. | 0.18% | 2,629 | $696K | Reduce -6.4% |
| AMD Advanced Micro Devices | 0.17% | 3,210 | $687K | Reduce -10.5% |
| JPIB JPMorgan Intl BND ETF | 0.17% | 13,926 | $678K | Reduce -44.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.17% | 11,986 | $659K | Add +0.1% |
| KR Kroger Co. | 0.17% | 10,543 | $659K | No change |
| ADP Automatic Data Processing | 0.17% | 2,550 | $656K | Reduce -3.3% |
| T AT&T Inc. | 0.16% | 24,987 | $621K | Add +19.6% |
| COST Costco Wholesale Corp. | 0.15% | 711 | $613K | Reduce -2.3% |
| JFLX JPMorgan Flexible Debt ETF | 0.15% | 11,611 | $583K | Reduce -94.7% |
| EEM iShares MSCI Emerging Market | 0.14% | 10,400 | $569K | No change |
| KLAC KLA Corp. | 0.14% | 453 | $550K | Reduce -3.0% |
| NFLX Netflix Inc. | 0.13% | 5,598 | $525K | Reduce -0.2% |
| PG The Procter & Gamble Co. | 0.12% | 3,359 | $481K | Reduce -11.1% |
| AON Aon PLC Class A | 0.12% | 1,356 | $479K | Reduce -19.0% |
| ADI Analog Devices Inc. | 0.12% | 1,758 | $477K | Reduce -3.6% |
| MU Micron Technology Inc. | 0.12% | 1,668 | $476K | Add +2.1% |
| TGT Target Corp. | 0.12% | 4,770 | $466K | Add +3.6% |
| PM Philip Morris International | 0.12% | 2,886 | $463K | Add +7.8% |
| AMP Ameriprise Financial Inc. | 0.12% | 937 | $459K | Reduce -5.2% |
| MCO Moody's Corp. | 0.11% | 888 | $454K | Add +0.1% |
| MCD McDonald's Corp. | 0.11% | 1,394 | $426K | Add +23.0% |
| DELL Dell Technologies -C | 0.11% | 3,340 | $420K | Reduce -0.5% |
| ISRG Intuitive Surgical Inc. | 0.11% | 738 | $418K | Add +4.2% |
| EXI iShares Global Industrials E | 0.10% | 2,375 | $416K | No change |
| HPE Hewlett Packard Enterprise | 0.10% | 16,826 | $404K | Add +13.1% |
| PLTR Palantir Technologies Inc. Class A | 0.10% | 2,265 | $403K | Reduce -21.3% |
| APO Apollo Global Management Inc. | 0.10% | 2,780 | $402K | Reduce -2.2% |
| SCHD Schwab US DVD Equity ETF | 0.10% | 14,501 | $398K | Add +3.0% |
| LOW Lowe's Cos Inc. | 0.10% | 1,645 | $397K | Add +0.9% |
| GM General Motors Co. | 0.10% | 4,842 | $394K | Add +3.9% |
| NEE Nextera Energy Inc. | 0.10% | 4,836 | $388K | Add +1.5% |
| TMO Thermo Fisher Scientific Inc. | 0.10% | 669 | $388K | Add +10.6% |
| MS Morgan Stanley | 0.10% | 2,175 | $386K | Add +0.7% |
| ADBE Adobe Inc. | 0.10% | 1,101 | $385K | Reduce -17.2% |
Portfolio Sells Q3 2025 → Q4 2025
| AGG iShares Core U.S. Aggregate | Reduce -49.2% | 7.09% | −6.42 |
| VRIG Invesco Variable Rate Invest | Reduce -86.5% | 0.47% | −2.90 |
| JFLX JPMorgan Flexible Debt ETF | Reduce -94.7% | 0.15% | −2.51 |
| JMST JPM Ultra-Short Muni Income | Reduce -88.9% | 0.30% | −2.27 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -11.4% | 14.78% | −0.96 |
| VXUS Vanguard Total Intl Stock | Reduce -15.9% | 7.06% | −0.83 |
| IJR iShares Core S&P Small-Cap E | Reduce -12.0% | 4.04% | −0.34 |
| JPIB JPMorgan Intl BND ETF | Reduce -44.1% | 0.17% | −0.13 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.06 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.2% | 3.68% | −0.06 |
| VWO Vanguard Ftse Emerging Marke | Reduce -5.8% | 1.68% | −0.05 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.05 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.05 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.05 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.05 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.05 |
| TSLA Tesla Inc. | Reduce -16.7% | 0.33% | −0.05 |
| AVGO Broadcom Inc. | Reduce -16.9% | 0.43% | −0.05 |
| NVDA Nvidia Corp. | Reduce -8.8% | 0.69% | −0.04 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -11.6% | 0.50% | −0.04 |
| NFLX Netflix Inc. | Reduce -0.2% | 0.13% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Reduce -21.3% | 0.10% | −0.03 |
| AON Aon PLC Class A | Reduce -19.0% | 0.12% | −0.02 |
| ADP Automatic Data Processing | Reduce -3.3% | 0.17% | −0.02 |
| SNPS Synopsys Inc. | Reduce -20.3% | 0.08% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -11.1% | 0.12% | −0.02 |
| ADBE Adobe Inc. | Reduce -17.2% | 0.10% | −0.02 |
| PAYX Paychex Inc. | Reduce -16.6% | 0.05% | −0.02 |
| URI United Rentals Inc. | Reduce -5.9% | 0.06% | −0.01 |
| DELL Dell Technologies -C | Reduce -0.5% | 0.11% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -2.3% | 0.15% | −0.01 |
| UBER Uber Technologies Inc. | Reduce -0.6% | 0.05% | −0.01 |
| MRVL Marvell Technology Inc. | Reduce -18.1% | 0.05% | −0.01 |
| ACN Accenture PLC Class A | Reduce -20.6% | 0.06% | −0.01 |
| ICE Intercontinental Exchange Inc. | Reduce -7.9% | 0.08% | −0.01 |
| CTAS Cintas Corp. | Reduce -2.0% | 0.07% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Reduce -10.6% | 0.05% | −0.00 |
| MET Metlife Inc. | Reduce -3.3% | 0.07% | −0.00 |
| AMP Ameriprise Financial Inc. | Reduce -5.2% | 0.12% | −0.00 |
| TXN Texas Instruments Inc. | Reduce -1.5% | 0.06% | −0.00 |
| DIS The Walt Disney Co. | Reduce -2.6% | 0.07% | +0.00 |
| MCHP Microchip Technology Inc. | Reduce -1.6% | 0.05% | +0.00 |
| FICO Fair Isaac Corp. | Reduce -10.2% | 0.06% | +0.00 |
| GS Goldman Sachs Group Inc. | Reduce -7.7% | 0.07% | +0.00 |
| QCOM Qualcomm Inc. | Reduce -0.3% | 0.09% | +0.01 |
| ABBV Abbvie Inc. | Reduce -1.4% | 0.75% | +0.01 |
| MDY State Street SPDR S&P Midcap | Reduce -2.6% | 0.33% | +0.01 |
| APO Apollo Global Management Inc. | Reduce -2.2% | 0.10% | +0.01 |
| SYF Synchrony Financial | Reduce -0.8% | 0.06% | +0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| PYLD PIMCO Multisector Bond Actv | New | 10.88% | +10.88 |
| EVSM Eaton Vance SHRT Dur Muni | New | 2.42% | +2.42 |
| VGK Vanguard Ftse Europe ETF | Add +9.8% | 3.45% | +0.55 |
| LLY Eli Lilly & Co. | Add +16.1% | 0.55% | +0.22 |
| XOM Exxon Mobil Corp. | Add +9.7% | 0.83% | +0.15 |
| VGT Vanguard Info Tech ETF | Add +136.4% | 0.24% | +0.14 |
| AMAT Applied Materials Inc. | Add +27.9% | 0.27% | +0.11 |
| MRK Merck & Co. Inc. | Add +0.8% | 0.41% | +0.10 |
| JNJ Johnson & Johnson | Add +4.7% | 0.55% | +0.10 |
| WM Waste Management Inc. | New | 0.09% | +0.09 |
| CVS CVS Health Corp. | New | 0.07% | +0.07 |
| INTC Intel Corp. | Add +16.8% | 0.27% | +0.07 |
| DUK Duke Energy Corp. | New | 0.07% | +0.07 |
| AMZN Amazon.com Inc. | Add +1.9% | 0.63% | +0.06 |
| CMI Cummins Inc. | New | 0.06% | +0.06 |
| KO The Coca-Cola Co. | Add +3.5% | 0.52% | +0.06 |
| CME Cme Group Inc. | New | 0.06% | +0.06 |
| MU Micron Technology Inc. | Add +2.1% | 0.12% | +0.05 |
| WMB Williams Cos Inc. | New | 0.05% | +0.05 |
| HCA HCA Healthcare Inc. | New | 0.05% | +0.05 |
| L Loews Corp. | New | 0.05% | +0.05 |
| AEP American Electric Power | New | 0.05% | +0.05 |
| ROST Ross Stores Inc. | New | 0.05% | +0.05 |
| ALL Allstate Corp. | New | 0.05% | +0.05 |
| V Visa Inc. Class A | Add +6.9% | 0.37% | +0.04 |
| CAT Caterpillar Inc. | Add +2.3% | 0.19% | +0.04 |
| WMT Walmart Inc. | Add +5.2% | 0.26% | +0.04 |
| RTX RTX Corp. | Add +0.4% | 0.30% | +0.04 |
| GM General Motors Co. | Add +3.9% | 0.10% | +0.03 |
| MA Mastercard Inc. Class A | Add +7.4% | 0.28% | +0.03 |
| ISRG Intuitive Surgical Inc. | Add +4.2% | 0.11% | +0.03 |
| WFC Wells Fargo & Co. | Add +1.6% | 0.19% | +0.03 |
| TMO Thermo Fisher Scientific Inc. | Add +10.6% | 0.10% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +6.0% | 0.29% | +0.03 |
| UNH Unitedhealth Group Inc. | Add +16.3% | 0.19% | +0.02 |
| CVX Chevron Corp. | Add +11.0% | 0.21% | +0.02 |
| MCD McDonald's Corp. | Add +23.0% | 0.11% | +0.02 |
| PLD Prologis Inc. | Add +15.1% | 0.09% | +0.02 |
| PEP Pepsico Inc. | Add +25.1% | 0.09% | +0.02 |
| IBM Intl Business Machines Corp. | Add +21.2% | 0.08% | +0.02 |
| AMGN Amgen Inc. | Add +7.2% | 0.08% | +0.02 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +1.1% | 0.49% | +0.02 |
| TGT Target Corp. | Add +3.6% | 0.12% | +0.02 |
| BAC Bank of America Corp. | Add +0.1% | 0.17% | +0.02 |
| CB Chubb Ltd. | Add +9.9% | 0.08% | +0.02 |
| COP Conocophillips | Add +28.4% | 0.07% | +0.02 |
| MS Morgan Stanley | Add +0.7% | 0.10% | +0.01 |
| DHR Danaher Corp. | Add +2.7% | 0.07% | +0.01 |
| HPE Hewlett Packard Enterprise | Add +13.1% | 0.10% | +0.01 |
| UNP Union Pacific Corp. | Add +2.4% | 0.36% | +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 |