Latest Sunflower Bank, N.A. Stock Portfolio

Sunflower Bank, N.A. Performance:

2025 Q3: 2.24%YTD: 3.18%2024: 1.07%

Performance for 2025 Q3 is 2.24%, and YTD is 3.18%, and 2024 is 1.07%.

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

In it's latest 13F Holdings report, Sunflower Bank, N.A. reported an equity portfolio of $411.1 Millions as of 30 Sep, 2025.

The top stock holdings of Sunflower Bank, N.A. are VB, IJR, VTEB. The fund has invested 15.8% of it's portfolio in VANGUARD LARGE-CAP ETF and 13.5% of portfolio in ISHARES CORE U.S. AGGREGATE BO.

The fund managers got completely rid off MONDELEZ INTL INC CLASS A (MDLZ) and WILLIAMS COS INC DEL (WMB) stocks. They significantly reduced their stock positions in PROCTER & GAMBLE CO (PG), ACCENTURE PLC A (ACN) and DANAHER CORP COMMON (DHR). Sunflower Bank, N.A. opened new stock positions in J P MORGAN FLEXIBLE DEBT ETF, VANGUARD INFORMATION TECHNOLOGY (VAW) and TERADYNE INC (TER). The fund showed a lot of confidence in some stocks as they added substantially to SYNOPSYS INC (SNPS), CHEVRON CORP (CVX) and INTUITIVE SURGICAL INC COM NEW (ISRG).

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

Our best estimate is that Sunflower Bank, N.A. made a return of 2.24% in the last quarter. In trailing 12 months, it's portfolio return was 2.57%.

New Buys

Ticker	$ Bought
j p morgan flexible debt etf	10,908,100
vanguard information technology	402,434
teradyne inc	264,131
arista networks inc	245,376
ishares s&p glob tech sector id	222,624
autozone inc	214,512
o reilly automotive inc new com	213,033
monolithic power systems inc	209,906

New stocks bought by Sunflower Bank, N.A.

Additions

Ticker	% Inc.
synopsys inc	30.00
chevron corp	16.65
intuitive surgical inc com new	14.01
metlife inc common	10.35
arch capital group ltd	9.58
texas instrs inc common	6.58
microchip technology inc	6.4
advanced micro devices inc	6.19

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

Reductions

Ticker	% Reduced
procter & gamble co	-96.56
accenture plc a	-23.31
danaher corp common	-18.83
mcdonalds corp common	-11.97
marsh & mclennan cos inc	-11.5
prologis inc	-10.94
thermo fisher scientific inc co	-6.49
jpmorgan ultra-short municipal	-6.42

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

Sold off

Ticker	$ Sold
mondelez intl inc class a	-225,452
williams cos inc del	-202,499

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

Sector Distribution

Sunflower Bank, N.A. has about 75.5% of it's holdings in Others sector.

Sector	%
Others	75.5
Technology	5.9
Industrials	5.3
Financial Services	3.2
Healthcare	2.8
Communication Services	2.3
Consumer Cyclical	1.5
Consumer Defensive	1.4

Market Cap. Distribution

Sunflower Bank, N.A. has about 23.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	75.5
MEGA-CAP	12
LARGE-CAP	11.7

Stocks belong to which Index?

About 23.2% of the stocks held by Sunflower Bank, N.A. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	76
S&P 500	23.2

Top 5 Winners (%)		%
INTC	intel corp	48.9 %
TSLA	tesla mtrs inc	38.9 %
GOOG	alphabet inc class a	37.0 %
GOOG	alphabet inc cap stk class c	36.5 %
MU	micron technology inc common	35.8 %

Top 5 Winners ($)		$
IJR	ishares core s&p small cap etf	1.5 M
SPY	spdr s&p 500 etf tr tr unit	1.1 M
GOOG	alphabet inc cap stk class c	0.8 M
AAPL	apple inc common	0.7 M
ABBV	abbvie inc	0.6 M

Top 5 Losers (%)		%
FICO	fair isaac corp	-18.1 %
ACN	accenture plc a	-17.5 %
ISRG	intuitive surgical inc com new	-15.9 %
INTU	intuit	-13.3 %
CRM	salesforce inc	-13.1 %

Top 5 Losers ($)		$
PG	procter & gamble co	-0.6 M
EMR	emerson electric co	-0.2 M
KO	coca-cola co	-0.1 M
CRM	salesforce inc	-0.1 M
ACN	accenture plc a	-0.1 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 148 stocks in it's portfolio. About 68.4% of the portfolio is in top 10 stocks. PG proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Sunflower Bank, N.A. last quarter.

Last Reported on: 10 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc common	0.81	13,073	3,328,780	reduced	-1.94

AAXJ	ishares agency bond etf	0.62	23,035	2,542,370	unchanged	0.00

AAXJ	ishs intl sel dv etf	0.35	39,637	1,448,730	reduced	-4.35

AAXJ	ishares tr msci	0.23	6,885	951,782	reduced	-1.43

AAXJ	ishares s&p glo inds	0.10	2,375	410,281	unchanged	0.00

AAXJ	ishares short-term corporate bd	0.05	3,830	203,105	unchanged	0.00

ABBV	abbvie inc	0.74	13,186	3,053,090	reduced	-1.79

ABT	abbott laboratories	0.47	14,387	1,927,000	reduced	-2.18

ACGL	arch capital group ltd	0.07	3,146	285,437	added	9.58

ACN	accenture plc a	0.07	1,155	284,823	reduced	-23.31

ADBE	adobe inc	0.11	1,330	469,158	reduced	-1.26

ADI	analog devices inc	0.11	1,824	448,157	unchanged	0.00

ADP	automatic data processing inc	0.19	2,638	774,253	added	0.23

AMAT	applied materials inc	0.16	3,287	672,980	added	1.42

AMD	advanced micro devices inc	0.14	3,588	580,503	added	6.19

AMGN	amgen inc	0.06	887	250,311	unchanged	0.00

AMP	ameriprise finl inc common	0.12	988	485,356	unchanged	0.00

AMPS	ishares gnma bond etf	0.60	55,380	2,456,100	unchanged	0.00

AMPS	ishares aaa-a rated corp bond e	0.19	15,900	770,673	unchanged	0.00

AMZN	amazon.com inc	0.57	10,664	2,341,500	added	0.89