Latest Sunflower Bank, N.A. Stock Portfolio

Sunflower Bank, N.A. Performance:

2026 Q1: -1.46%YTD: -1.46%2025: 9.37%

Performance for 2026 Q1 is -1.46%, and YTD is -1.46%, and 2025 is 9.37%.

About Sunflower Bank, N.A. and 13F Hedge Fund Stock Holdings

On 2026-04-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sunflower Bank, N.A. reported an equity portfolio of $392.4 Millions as of 31 Mar, 2026.

The top stock holdings of Sunflower Bank, N.A. are VB, VTEB, BOND. The fund has invested 14.6% of it's portfolio in VANGUARD LARGE-CAP ETF and 11.4% of portfolio in VANGUARD MUN BD FD INC TAX EXEM.

The fund managers got completely rid off J P MORGAN FLEXIBLE DEBT ETF, FAIR ISAAC CORP (FICO) and ACCENTURE PLC A (ACN) stocks. They significantly reduced their stock positions in JPMORGAN ULTRA-SHORT MUNICIPAL (BBAX), KINDER MORGAN INC DEL COMMON (KMI) and LOWES COS INC COMMON (LOW). Sunflower Bank, N.A. opened new stock positions in CORNING INC. COMMON (GLW), WISDOMTREE TR US QUALITY DIVIDE (JAMF) and ISHARES TR MSCI USA QUALITY (DMXF). The fund showed a lot of confidence in some stocks as they added substantially to INTERNATIONAL BUSINESS MACHINES (IBM), PALO ALTO NETWORKS INC COMMON (PANW) and CME GROUP INC (CME).

Sunflower Bank, N.A. Annual Return Estimates Vs S&P 500

Our best estimate is that Sunflower Bank, N.A. made a return of -1.46% in the last quarter. In trailing 12 months, it's portfolio return was 9.15%.

Performance
S&P 500

New Buys

Ticker	$ Bought
corning inc. common	274,251
wisdomtree tr us quality divide	271,513
ishares tr msci usa quality	237,137
lam research corp com	224,557
freeport-mcmoran inc	218,779
first tr exchange-traded fd vi	203,380
royal caribbean cruises ltd shs	201,432

New stocks bought by Sunflower Bank, N.A.

Additions

Ticker	% Inc.
international business machines	56.27
palo alto networks inc common	37.42
cme group inc	29.45
broadcom inc	16.62
chubb limited com npv	15.71
uber technologies inc com	13.41
monolithic power systems inc	12.72
hewlett packard enterprise comm	10.72

Additions to existing portfolio by Sunflower Bank, N.A.

Reductions

Ticker	% Reduced
jpmorgan ultra-short municipal	-32.39
kinder morgan inc del common	-24.09
lowes cos inc common	-19.57
caterpillar inc.	-16.18
invesco ac var etf	-15.21
exxon mobil corp	-14.84
mcdonalds corp common	-13.99
automatic data processing inc	-13.41

Sunflower Bank, N.A. reduced stake in above stock

Sold off

Ticker	$ Sold
j p morgan flexible debt etf	-583,104
vanguard short-term gov bnd etf	-217,007
paychex common	-207,085
accenture plc a	-246,031
united rentals inc	-245,224
fair isaac corp	-253,593

Sunflower Bank, N.A. got rid off the above stocks

Sector Distribution

Sunflower Bank, N.A. has about 73.8% of it's holdings in Others sector.

Sector	%
Others	73.8
Technology	5.9
Industrials	5.6
Healthcare	3.3
Financial Services	3.2
Communication Services	2.3
Consumer Defensive	1.7
Energy	1.5
Consumer Cyclical	1.4
Utilities	1.1

Market Cap. Distribution

Sunflower Bank, N.A. has about 25.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	73.8
MEGA-CAP	15.5
LARGE-CAP	9.8

Stocks belong to which Index?

About 24.9% of the stocks held by Sunflower Bank, N.A. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	74.2
S&P 500	24.9

Top 5 Winners (%)		%
TER	teradyne inc	53.0 %
COP	conocophillips	40.2 %
XOM	exxon mobil corp	37.9 %
CVX	chevron corp	34.1 %
	ge vernova	33.6 %

Top 5 Winners ($)		$
XOM	exxon mobil corp	1.3 M
VXUS	vanguard star funds vanguard to	0.6 M
IJR	ishares core s&p small cap etf	0.6 M
JNJ	johnson & johnson	0.4 M
AMAT	applied materials inc	0.4 M

Top 5 Losers (%)		%
INTU	intuit	-34.5 %
ADBE	adobe inc	-30.4 %
CRM	salesforce inc	-29.2 %
COF	capital one finl corp common	-24.6 %
QCOM	qualcomm inc common	-24.4 %

Top 5 Losers ($)		$
VB	vanguard large-cap etf	-3.0 M
BOND	pimco trust multisector bond et	-0.8 M
MSFT	microsoft corp	-0.8 M
SPY	spdr s&p 500 etf tr tr unit	-0.7 M
VTEB	vanguard mun bd fd inc tax exem	-0.4 M

Sunflower Bank, N.A. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sunflower Bank, N.A.

Sunflower Bank, N.A. has 155 stocks in it's portfolio. About 68.6% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Sunflower Bank, N.A. last quarter.

Last Reported on: 10 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc common	0.81	12,472	3,165,270	reduced	-3.82

AAXJ	ishares agency bond etf	0.64	23,035	2,527,170	unchanged	0.00

AAXJ	ishs intl sel dv etf	0.40	37,244	1,585,100	reduced	-3.47

AAXJ	ishares tr msci	0.24	6,731	931,368	reduced	-2.18

AAXJ	ishares s&p glo inds	0.11	2,375	429,899	unchanged	0.00

AAXJ	ishares short-term corporate bd	0.05	3,830	201,305	unchanged	0.00

ABBV	abbvie inc	0.72	12,971	2,821,060	reduced	-0.19

ABT	abbott laboratories	0.37	14,100	1,447,650	reduced	-3.23

ACGL	arch capital group ltd	0.08	3,388	325,214	added	0.09

ACN	accenture plc a	0.00	0.00	0.00	sold off	-100

ADBE	adobe inc	0.07	1,094	265,930	reduced	-0.64

ADI	analog devices inc	0.14	1,765	561,517	added	0.4

ADP	automatic data processing inc	0.11	2,208	448,621	reduced	-13.41

AEP	american elec pwr co inc common	0.06	1,821	238,697	added	0.83

ALL	allstate corp	0.05	976	202,364	reduced	-0.31

AMAT	applied materials inc	0.36	4,171	1,425,610	reduced	-0.81

AMD	advanced micro devices inc	0.16	3,179	646,704	reduced	-0.97

AMGN	amgen inc	0.09	1,031	362,757	added	8.41

AMP	ameriprise finl inc common	0.11	938	416,847	added	0.11

AMPS	ishares gnma bond etf	0.63	55,380	2,455,000	unchanged	0.00