Sunflower Bank, N.A.

Name: Sunflower Bank, N.A. 13F holdings, Q4 2025
Creator: Sunflower Bank, N.A.
Published: 2026-01-09

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

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%
VZ Verizon Communications Inc.	0.10%	9,323	$380K	Add +8.7%
ETN Eaton Corp. PLC	0.10%	1,188	$378K	Add +0.6%
TER Teradyne Inc.	0.09%	1,919	$371K	No change
PLD Prologis Inc.	0.09%	2,764	$353K	Add +15.1%
PEP Pepsico Inc.	0.09%	2,410	$346K	Add +25.1%
WM Waste Management Inc.	0.09%	1,553	$341K	New
QCOM Qualcomm Inc.	0.09%	1,992	$341K	Reduce -0.3%
INTU Intuit Inc.	0.09%	512	$339K	Add +1.0%
KMI Kinder Morgan Inc.	0.08%	12,162	$334K	Add +10.3%
PRU Prudential Financial Inc.	0.08%	2,911	$329K	Add +3.2%
ACGL Arch Capital Group Ltd.	0.08%	3,385	$325K	Add +7.6%
SNPS Synopsys Inc.	0.08%	684	$321K	Reduce -20.3%
AMGN Amgen Inc.	0.08%	951	$311K	Add +7.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.08%	1,045	$310K	Add +21.2%
CB Chubb Ltd.	0.08%	980	$306K	Add +9.9%
ICE Intercontinental Exchange Inc.	0.08%	1,854	$300K	Reduce -7.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.07%	2,610	$297K	Reduce -2.6%
GS Goldman Sachs Group Inc.	0.07%	334	$294K	Reduce -7.7%
VGIT Vanguard Intermediate-Term T	0.07%	4,806	$288K	Add +4.4%
CVS CVS Health Corp.	0.07%	3,628	$288K	New
DHR Danaher Corp.	0.07%	1,253	$287K	Add +2.7%
MET Metlife Inc.	0.07%	3,536	$279K	Reduce -3.3%
SCHW Schwab (charles) Corp.	0.07%	2,730	$273K	Add +0.8%
CTAS Cintas Corp.	0.07%	1,430	$269K	Reduce -2.0%
DUK Duke Energy Corp.	0.07%	2,248	$263K	New
CRWD CrowdStrike Holdings Inc. Class A	0.07%	561	$263K	Add +0.2%
COP Conocophillips	0.07%	2,774	$260K	Add +28.4%
FICO Fair Isaac Corp.	0.06%	150	$254K	Reduce -10.2%
VMC Vulcan Materials Co.	0.06%	875	$250K	Add +2.7%
SYK Stryker Corp.	0.06%	710	$250K	Add +2.0%
ACN Accenture PLC Class A	0.06%	917	$246K	Reduce -20.6%
CMI Cummins Inc.	0.06%	481	$246K	New
URI United Rentals Inc.	0.06%	303	$245K	Reduce -5.9%
SYF Synchrony Financial	0.06%	2,926	$244K	Reduce -0.8%
TXN Texas Instruments Inc.	0.06%	1,355	$235K	Reduce -1.5%
CME Cme Group Inc.	0.06%	849	$232K	New
IXN iShares Global Tech ETF	0.06%	2,157	$226K	No change
PANW Palo Alto Networks Inc.	0.06%	1,224	$225K	Add +3.9%
VGSH Vanguard Short-Term Treasury	0.05%	3,695	$217K	Reduce -10.6%
NSC Norfolk Southern Corp.	0.05%	744	$215K	Add +6.9%
UBER Uber Technologies Inc.	0.05%	2,624	$214K	Reduce -0.6%
WMB Williams Cos Inc.	0.05%	3,535	$212K	New
HCA HCA Healthcare Inc.	0.05%	447	$209K	New
L Loews Corp.	0.05%	1,981	$209K	New
AEP American Electric Power	0.05%	1,806	$208K	New
JPST JPMorgan Ultra-Short Income	0.05%	4,115	$208K	No change
ROST Ross Stores Inc.	0.05%	1,154	$208K	New
PAYX Paychex Inc.	0.05%	1,846	$207K	Reduce -16.6%
MPWR Monolithic Power Systems Inc.	0.05%	228	$207K	No change
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.05%	712	$207K	No change
MRVL Marvell Technology Inc.	0.05%	2,405	$204K	Reduce -18.1%
ALL Allstate Corp.	0.05%	979	$204K	New
IGSB iShares 1-5Y Inv Grade Corp.	0.05%	3,830	$203K	No change
MCHP Microchip Technology Inc.	0.05%	3,140	$200K	Reduce -1.6%

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