Sunflower Bank, N.A.

Name: Sunflower Bank, N.A. 13F holdings, Q2 2026
Creator: Sunflower Bank, N.A.
Published: 2026-08-14

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

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Sunflower Bank, N.A. reported 159 stock positions worth $418.3 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 15.3% of the portfolio, followed by PIMCO Multisector Bond Actv (PYLD, 10.8%) and Vanguard Tax-Exempt Bond ETF (VTEB, 10.2%). Compared with Q1 2026, it opened 13 new positions, sold out of 9, added to 58 and reduced 74. The biggest buy was Micron Technology (MU, shares +15%) and the biggest sale Vanguard Tax-Exempt Bond ETF (VTEB, shares −6%).

Most Recent 13F: Q2 2026
Location: DALLAS, TX
CIK: 0001818759
Portfolio Value: $418.3M (Q2 2026)
SEC Filing: 0001818759-26-000007 ↗ filed Aug 14, 2026

Holdings Value

Holdings 159 stocks · $418.3M


VV Vngrd Mrgstr LRG-Cap ETF-Usd	15.26%	185,626	$63.8M	Reduce -2.8%
PYLD PIMCO Multisector Bond Actv	10.79%	1,702,327	$45.1M	Add +0.2%
VTEB Vanguard Tax-Exempt Bond ETF	10.16%	840,472	$42.5M	Reduce -6.2%
VXUS Vanguard Total Intl Stock	7.23%	353,954	$30.3M	Reduce -4.8%
AGG iShares Core U.S. Aggregate	5.91%	249,745	$24.7M	Reduce -4.5%
IJR iShares Core S&P Small-Cap E	4.64%	130,919	$19.4M	Reduce -2.4%
EMR Emerson Electric Co.	3.54%	103,337	$14.8M	Add +0.1%
VGK Vanguard Ftse Europe ETF	3.45%	163,190	$14.4M	Reduce -1.4%
SPY SS SPDR S&P 500 ETF Trust-US	2.41%	13,528	$10.1M	Reduce -38.0%
EVSM Eaton Vance SHRT Dur Muni	2.37%	196,868	$9.9M	Reduce -1.3%
VWO Vanguard Ftse Emerging Marke	1.72%	120,768	$7.2M	Reduce -2.4%
INTC Intel Corp.	0.96%	28,876	$4.0M	Reduce -2.2%
AAPL Apple Inc.	0.85%	12,270	$3.6M	Reduce -1.6%
GOOG Alphabet Inc. Class C	0.82%	9,713	$3.4M	Reduce -2.2%
ABBV Abbvie Inc.	0.79%	13,106	$3.3M	Add +1.0%
XOM Exxon Mobil Corp.	0.74%	22,750	$3.1M	Reduce -2.7%
NVDA Nvidia Corp.	0.71%	14,816	$3.0M	Reduce -1.7%
AMAT Applied Materials Inc.	0.70%	4,068	$2.9M	Reduce -2.5%
AVGO Broadcom Inc.	0.67%	7,463	$2.8M	Add +30.2%
IVV iShares Core S&P 500 ETF	0.66%	3,681	$2.8M	Add +0.1%
JNJ Johnson & Johnson	0.63%	10,403	$2.6M	Add +0.6%
GOOGL Alphabet Inc. Class A	0.63%	7,357	$2.6M	Reduce -7.2%
AMZN Amazon.com Inc.	0.63%	11,021	$2.6M	Add +2.3%
AGZ iShares Agency Bond ETF	0.60%	23,035	$2.5M	No change
GNMA iShares Gnma Bond ETF	0.59%	55,380	$2.4M	No change
MSFT Microsoft Corp.	0.58%	6,529	$2.4M	Reduce -0.4%
LLY Eli Lilly & Co.	0.56%	1,952	$2.3M	Add +1.6%
KO The Coca-Cola Co.	0.54%	27,940	$2.3M	Reduce -0.9%
SPSM SS SPDR P S&P 600 Small Cap	0.54%	39,241	$2.3M	Reduce -1.0%
GE General Electric filed as GE AEROSPACE	0.53%	5,917	$2.2M	Reduce -1.4%
JPM JPMorgan Chase & Co.	0.52%	6,671	$2.2M	Add +4.3%
MU Micron Technology Inc.	0.52%	1,870	$2.2M	Add +14.6%
MRK Merck & Co. Inc.	0.48%	15,623	$2.0M	Add +1.3%
AMD Advanced Micro Devices	0.48%	3,430	$2.0M	Add +7.9%
IWM iShares Russell 2000 ETF	0.46%	6,338	$1.9M	Reduce -15.9%
SJNK SS SPDR BB St Hi Yield ETF	0.45%	75,246	$1.9M	Add +0.2%
CSCO Cisco Systems Inc.	0.43%	15,426	$1.8M	Reduce -0.2%
META Meta Platforms Inc. Class A	0.42%	3,102	$1.7M	Reduce -1.2%
UNP Union Pacific Corp.	0.40%	6,147	$1.7M	Add +1.2%
V Visa Inc. Class A	0.37%	4,524	$1.6M	Add +8.5%
IDV iShares International Select	0.36%	36,571	$1.5M	Reduce -1.8%
MDY State Street SPDR S&P Midcap	0.36%	2,148	$1.5M	No change
DELL Dell Technologies -C	0.34%	3,306	$1.4M	Reduce -0.9%
VRIG Invesco Variable Rate Invest	0.34%	56,664	$1.4M	Reduce -10.0%
XLK SS Technology Select Sector	0.33%	7,347	$1.4M	Reduce -2.1%
BRK.B Berkshire Hathaway Inc. Class B	0.33%	2,776	$1.4M	Add +22.4%
EFA iShares MSCI Eafe ETF	0.33%	13,190	$1.4M	No change
KLAC KLA Corp.	0.32%	4,454	$1.3M	Reduce -2.3%
HUBB Hubbell Inc.	0.32%	2,525	$1.3M	No change
GEV GE Vernova Inc.	0.31%	1,101	$1.3M	Reduce -3.5%
ABT Abbott Laboratories	0.30%	13,987	$1.3M	Reduce -0.8%
RTX RTX Corp.	0.29%	6,493	$1.2M	Reduce -1.0%
AXP American Express Co.	0.29%	3,621	$1.2M	Reduce -0.2%
TSLA Tesla Inc.	0.29%	2,898	$1.2M	Add +1.0%
CAT Caterpillar Inc.	0.28%	1,107	$1.2M	Reduce -0.6%
MA Mastercard Inc. Class A	0.24%	1,974	$1.0M	Add +2.6%
UNH Unitedhealth Group Inc.	0.24%	2,426	$1.0M	Add +9.7%
VGT Vanguard Info Tech ETF	0.24%	8,383	$1.0M	Reduce -25.4%
WMT Walmart Inc.	0.23%	8,399	$951K	Reduce -4.8%
VXF Vanguard Extended Market ETF	0.21%	3,605	$888K	No change
COF Capital One Financial Corp.	0.20%	4,242	$851K	Reduce -0.3%
TER Teradyne Inc.	0.20%	1,714	$829K	Reduce -10.0%
ORCL Oracle Corp.	0.19%	5,431	$796K	Add +18.1%
CVX Chevron Corp.	0.19%	4,745	$787K	Reduce -4.2%
HPE Hewlett Packard Enterprise	0.18%	17,135	$773K	Reduce -8.0%
MRVL Marvell Technology Inc.	0.18%	2,558	$762K	Reduce -3.3%
QLTA iShares Aaa - A Rated Corpor	0.18%	15,900	$756K	No change
HD Home Depot Inc.	0.18%	2,141	$755K	Add +6.5%
ADI Analog Devices Inc.	0.17%	1,831	$727K	Add +3.7%
COST Costco Wholesale Corp.	0.17%	764	$715K	Add +6.6%
SHM SS SPDR N Ice St Muni ETF	0.17%	14,851	$712K	No change
EEM iShares MSCI Emerging Market	0.17%	10,400	$711K	No change
BAC Bank of America Corp.	0.17%	12,404	$707K	Add +6.6%
WFC Wells Fargo & Co.	0.17%	8,459	$699K	Add +3.4%
SPGI S&P Global Inc.	0.17%	1,707	$695K	Reduce -1.6%
TGT Target Corp.	0.15%	4,929	$644K	Add +2.6%
KR Kroger Co.	0.14%	10,543	$585K	No change
PM Philip Morris International	0.13%	2,969	$537K	Add +1.8%
T AT&T Inc.	0.12%	24,230	$502K	Reduce -2.0%
PG The Procter & Gamble Co.	0.12%	3,384	$496K	Add +9.6%
CRM Salesforce Inc.	0.12%	3,122	$489K	Add +15.4%
ETN Eaton Corp. PLC	0.12%	1,138	$485K	Reduce -5.6%
GLW Corning Inc.	0.12%	1,897	$485K	Reduce -6.0%
JPIB JPMorgan Intl BND ETF	0.11%	9,551	$462K	Reduce -24.3%
SCHD Schwab US DVD Equity ETF	0.11%	14,501	$460K	No change
MS Morgan Stanley	0.11%	2,191	$458K	Add +0.5%
AMP Ameriprise Financial Inc.	0.11%	996	$457K	Add +6.2%
LRCX Lam Research Corp.	0.11%	1,035	$448K	Reduce -1.5%
PANW Palo Alto Networks Inc.	0.11%	1,307	$446K	Reduce -22.3%
ADP Automatic Data Processing	0.11%	1,964	$440K	Reduce -11.1%
NEE Nextera Energy Inc.	0.10%	4,907	$431K	Reduce -0.1%
TXN Texas Instruments Inc.	0.10%	1,434	$427K	Add +4.1%
AON Aon PLC Class A	0.10%	1,276	$423K	Reduce -5.6%
NFLX Netflix Inc.	0.10%	5,906	$422K	Reduce -0.4%
QCOM Qualcomm Inc.	0.10%	2,238	$414K	Add +15.1%
CRWD CrowdStrike Holdings Inc. Class A	0.10%	539	$411K	Reduce -5.1%
MCO Moody's Corp.	0.10%	908	$411K	Add +2.0%
VZ Verizon Communications Inc.	0.10%	9,587	$406K	Add +2.2%
TMO Thermo Fisher Scientific Inc.	0.10%	796	$399K	Add +17.8%
GM General Motors Co.	0.09%	5,106	$394K	Add +6.2%
PLD Prologis Inc.	0.09%	2,892	$392K	Add +3.1%
CVS CVS Health Corp.	0.09%	3,603	$373K	Add +1.3%
LOW Lowe's Cos Inc.	0.09%	1,650	$364K	Add +24.7%
DDOG Datadog Inc. Class A	0.09%	1,389	$362K	New
GS Goldman Sachs Group Inc.	0.09%	354	$358K	Add +7.0%
CB Chubb Ltd.	0.08%	1,028	$350K	Reduce -9.3%
WM Waste Management Inc.	0.08%	1,557	$347K	Reduce -0.5%
APO Apollo Global Management Inc.	0.08%	2,911	$344K	Add +0.2%
MPWR Monolithic Power Systems Inc.	0.08%	242	$335K	Reduce -5.8%
PEP Pepsico Inc.	0.08%	2,453	$332K	Add +14.1%
SNPS Synopsys Inc.	0.08%	739	$330K	Add +16.2%
ACGL Arch Capital Group Ltd.	0.08%	3,368	$327K	Reduce -0.6%
PRU Prudential Financial Inc.	0.08%	2,968	$320K	Add +0.5%
AMGN Amgen Inc.	0.08%	882	$319K	Reduce -14.4%
MCHP Microchip Technology Inc.	0.08%	3,488	$318K	Add +9.1%
MET Metlife Inc.	0.08%	3,712	$314K	Add +4.4%
CMI Cummins Inc.	0.07%	439	$313K	Reduce -8.2%
COP Conocophillips	0.07%	2,998	$312K	Add +5.0%
DHR Danaher Corp.	0.07%	1,614	$307K	Add +28.3%
MCD McDonald's Corp.	0.07%	1,105	$299K	Reduce -7.8%
KMI Kinder Morgan Inc.	0.07%	9,275	$297K	Add +0.5%
ON On Semiconductor	0.07%	3,120	$295K	New
DUK Duke Energy Corp.	0.07%	2,238	$283K	Add +0.3%
SCHW Schwab (charles) Corp.	0.07%	2,998	$277K	Add +9.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.07%	2,870	$276K	Add +12.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.06%	964	$271K	Reduce -41.0%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F	0.06%	5,313	$271K	Reduce -65.9%
WMB Williams Cos Inc.	0.06%	3,578	$266K	Add +1.9%
PLTR Palantir Technologies Inc. Class A	0.06%	2,264	$264K	Reduce -2.0%
ISRG Intuitive Surgical Inc.	0.06%	650	$258K	Reduce -14.6%
ROST Ross Stores Inc.	0.06%	1,201	$256K	Add +4.1%
VMC Vulcan Materials Co.	0.06%	850	$251K	Reduce -1.1%
VRT Vertiv Holdings Co. Class A	0.06%	743	$249K	New
AEP American Electric Power	0.06%	1,808	$247K	Reduce -0.7%
VGIT Vanguard Intermediate-Term T	0.06%	4,169	$246K	Reduce -6.5%
FTNT Fortinet Inc.	0.06%	1,550	$238K	New
CTAS Cintas Corp.	0.06%	1,391	$237K	Reduce -2.7%
ALL Allstate Corp.	0.06%	989	$235K	Add +1.3%
ADBE Adobe Inc.	0.06%	1,133	$232K	Add +3.6%
QQQ Invesco QQQ Trust Series 1	0.06%	314	$231K	New
FCX Freeport-McMoran Inc.	0.05%	3,650	$230K	Reduce -1.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.05%	2,848	$229K	No change
NSC Norfolk Southern Corp.	0.05%	720	$227K	Reduce -0.4%
SYK Stryker Corp.	0.05%	714	$225K	Add +1.0%
ANET Arista Networks Inc.	0.05%	1,311	$223K	New
RCL Royal Caribbean Cruises Ltd.	0.05%	698	$222K	Reduce -4.6%
ICE Intercontinental Exchange Inc.	0.05%	1,791	$220K	Reduce -2.0%
PAYX Paychex Inc.	0.05%	2,242	$220K	New
SYF Synchrony Financial	0.05%	2,895	$220K	Reduce -3.0%
FFIV F5 Inc.	0.05%	525	$218K	New
L Loews Corp.	0.05%	1,906	$216K	Reduce -0.9%
MBB iShares MBS ETF	0.05%	2,281	$216K	New
URI United Rentals Inc.	0.05%	189	$214K	New
CDNS Cadence Design SYS Inc.	0.05%	565	$212K	New
JPST JPMorgan Ultra-Short Income	0.05%	4,115	$208K	No change
LIN Linde PLC	0.05%	401	$208K	New
MDLZ Mondelez International Inc. Class A	0.05%	3,551	$205K	New
UBER Uber Technologies Inc.	0.05%	2,823	$204K	Reduce -5.1%
IGSB iShares 1-5Y Inv Grade Corp.	0.05%	3,830	$201K	No change

Portfolio Sells Q1 2026 → Q2 2026


VTEB Vanguard Tax-Exempt Bond ETF	Reduce -6.2%	10.16%	−1.23
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -38.0%	2.41%	−1.20
AGG iShares Core U.S. Aggregate	Reduce -4.5%	5.91%	−0.71
XOM Exxon Mobil Corp.	Reduce -2.7%	0.74%	−0.27
ACWI iShares MSCI Acwi ETF	Sold out	0.00%	−0.24
EVSM Eaton Vance SHRT Dur Muni	Reduce -1.3%	2.37%	−0.18
JMST JPM Ultra-Short Muni Income	Reduce -65.9%	0.06%	−0.14
EXI iShares Global Industrials E	Sold out	0.00%	−0.11
CME Cme Group Inc.	Sold out	0.00%	−0.08
CVX Chevron Corp.	Reduce -4.2%	0.19%	−0.07
VXUS Vanguard Total Intl Stock	Reduce -4.8%	7.23%	−0.07
DGRW Wisdomtree U.S. Quality Divi	Sold out	0.00%	−0.07
ABT Abbott Laboratories	Reduce -0.8%	0.30%	−0.07
T AT&T Inc.	Reduce -2.0%	0.12%	−0.06
VRIG Invesco Variable Rate Invest	Reduce -10.0%	0.34%	−0.06
GARP iShares MSCI USA Quality Gar	Sold out	0.00%	−0.06
INTU Intuit Inc.	Sold out	0.00%	−0.06
IXN iShares Global Tech ETF	Sold out	0.00%	−0.06
HCA HCA Healthcare Inc.	Sold out	0.00%	−0.05
WMT Walmart Inc.	Reduce -4.8%	0.23%	−0.05
SDVY First Trust Smid Cap Rising	Sold out	0.00%	−0.05
NFLX Netflix Inc.	Reduce -0.4%	0.10%	−0.04
JPIB JPMorgan Intl BND ETF	Reduce -24.3%	0.11%	−0.04
IDV iShares International Select	Reduce -1.8%	0.36%	−0.04
META Meta Platforms Inc. Class A	Reduce -1.2%	0.42%	−0.04
MSFT Microsoft Corp.	Reduce -0.4%	0.58%	−0.04
IBM Intl Business Machines Corp.	Reduce -41.0%	0.06%	−0.04
RTX RTX Corp.	Reduce -1.0%	0.29%	−0.03
ISRG Intuitive Surgical Inc.	Reduce -14.6%	0.06%	−0.03
MCD McDonald's Corp.	Reduce -7.8%	0.07%	−0.02
PLTR Palantir Technologies Inc. Class A	Reduce -2.0%	0.06%	−0.02
SPGI S&P Global Inc.	Reduce -1.6%	0.17%	−0.02
VGK Vanguard Ftse Europe ETF	Reduce -1.4%	3.45%	−0.02
IWM iShares Russell 2000 ETF	Reduce -15.9%	0.46%	−0.02
ICE Intercontinental Exchange Inc.	Reduce -2.0%	0.05%	−0.02
AMGN Amgen Inc.	Reduce -14.4%	0.08%	−0.02
NEE Nextera Energy Inc.	Reduce -0.1%	0.10%	−0.01
CB Chubb Ltd.	Reduce -9.3%	0.08%	−0.01
VGT Vanguard Info Tech ETF	Reduce -25.4%	0.24%	−0.01
AON Aon PLC Class A	Reduce -5.6%	0.10%	−0.01
ADP Automatic Data Processing	Reduce -11.1%	0.11%	−0.01
VGIT Vanguard Intermediate-Term T	Reduce -6.5%	0.06%	−0.01
WM Waste Management Inc.	Reduce -0.5%	0.08%	−0.01
UBER Uber Technologies Inc.	Reduce -5.1%	0.05%	−0.01
CTAS Cintas Corp.	Reduce -2.7%	0.06%	−0.01
ACGL Arch Capital Group Ltd.	Reduce -0.6%	0.08%	−0.00
KO The Coca-Cola Co.	Reduce -0.9%	0.54%	−0.00
AEP American Electric Power	Reduce -0.7%	0.06%	−0.00
FCX Freeport-McMoran Inc.	Reduce -1.9%	0.05%	−0.00
L Loews Corp.	Reduce -0.9%	0.05%	−0.00

Portfolio Buys Q1 2026 → Q2 2026


MU Micron Technology Inc.	Add +14.6%	0.52%	+0.38
AMD Advanced Micro Devices	Add +7.9%	0.48%	+0.31
AVGO Broadcom Inc.	Add +30.2%	0.67%	+0.22
LLY Eli Lilly & Co.	Add +1.6%	0.56%	+0.11
UNH Unitedhealth Group Inc.	Add +9.7%	0.24%	+0.09
EMR Emerson Electric Co.	Add +0.1%	3.54%	+0.09
DDOG Datadog Inc. Class A	New	0.09%	+0.09
ON On Semiconductor	New	0.07%	+0.07
ABBV Abbvie Inc.	Add +1.0%	0.79%	+0.07
VRT Vertiv Holdings Co. Class A	New	0.06%	+0.06
FTNT Fortinet Inc.	New	0.06%	+0.06
AMZN Amazon.com Inc.	Add +2.3%	0.63%	+0.06
QQQ Invesco QQQ Trust Series 1	New	0.06%	+0.06
BRK.B Berkshire Hathaway Inc. Class B	Add +22.4%	0.33%	+0.06
ANET Arista Networks Inc.	New	0.05%	+0.05
PAYX Paychex Inc.	New	0.05%	+0.05
FFIV F5 Inc.	New	0.05%	+0.05
MBB iShares MBS ETF	New	0.05%	+0.05
URI United Rentals Inc.	New	0.05%	+0.05
CDNS Cadence Design SYS Inc.	New	0.05%	+0.05
V Visa Inc. Class A	Add +8.5%	0.37%	+0.05
LIN Linde PLC	New	0.05%	+0.05
MDLZ Mondelez International Inc. Class A	New	0.05%	+0.05
IVV iShares Core S&P 500 ETF	Add +0.1%	0.66%	+0.05
JPM JPMorgan Chase & Co.	Add +4.3%	0.52%	+0.04
QCOM Qualcomm Inc.	Add +15.1%	0.10%	+0.04
TXN Texas Instruments Inc.	Add +4.1%	0.10%	+0.03
ADI Analog Devices Inc.	Add +3.7%	0.17%	+0.03
BAC Bank of America Corp.	Add +6.6%	0.17%	+0.02
CVS CVS Health Corp.	Add +1.3%	0.09%	+0.02
UNP Union Pacific Corp.	Add +1.2%	0.40%	+0.02
MCHP Microchip Technology Inc.	Add +9.1%	0.08%	+0.02
TSLA Tesla Inc.	Add +1.0%	0.29%	+0.02
MS Morgan Stanley	Add +0.5%	0.11%	+0.02
ORCL Oracle Corp.	Add +18.1%	0.19%	+0.02
SNPS Synopsys Inc.	Add +16.2%	0.08%	+0.01
GS Goldman Sachs Group Inc.	Add +7.0%	0.09%	+0.01
DHR Danaher Corp.	Add +28.3%	0.07%	+0.01
HD Home Depot Inc.	Add +6.5%	0.18%	+0.01
MET Metlife Inc.	Add +4.4%	0.08%	+0.01
TMO Thermo Fisher Scientific Inc.	Add +17.8%	0.10%	+0.01
LOW Lowe's Cos Inc.	Add +24.7%	0.09%	+0.01
MRK Merck & Co. Inc.	Add +1.3%	0.48%	+0.01
PM Philip Morris International	Add +1.8%	0.13%	+0.01
TGT Target Corp.	Add +2.6%	0.15%	+0.01
PG The Procter & Gamble Co.	Add +9.6%	0.12%	+0.00
ALL Allstate Corp.	Add +1.3%	0.06%	+0.00
DIS The Walt Disney Co.	Add +12.1%	0.07%	+0.00
PRU Prudential Financial Inc.	Add +0.5%	0.08%	+0.00
AMP Ameriprise Financial Inc.	Add +6.2%	0.11%	+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