Sunflower Bank, N.A.
Long book
$392.4M
Q1 2026
Positions
155
Top-10 weight
69%
concentration
Last quarter
+10.4%
SPY +14.8%
Turnover
8%
of book per quarter
Strategy in plain words
auto-generated from filingsSunflower Bank, N.A. is a wealth-management firm allocating client money, running a $392.4M US long book across 155 positions.
The portfolio is concentrated: the top 10 names carry 69% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD LARGE-CAP ETF, VANGUARD TAX-EXEMPT BOND ETF, PIMCO MULTISECTOR BOND ACTV, VANGUARD TOTAL INTL STOCK, ISHARES CORE U.S. AGGREGATE.
Over the last 9 quarters its long book ran on average 1.5pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+0.7%
Q2 2024
+4.7%
Q3 2024
-0.8%
Q4 2024
-0.8%
Q1 2025
+5.7%
Q2 2025
+5.2%
Q3 2025
+2.7%
Q4 2025
-1.1%
Q1 2026
+10.4%
Sector allocation
Technology 30%
Industrials 22%
Healthcare 12%
Financials 11%
Consumer discretionary 7%
Energy 5%
Services media 4%
Consumer staples 3%
Long book by quarter
What does Sunflower Bank, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| EMR EMERSON ELECTRIC CO | Industrials | 103.3K | $13.5M | 3.4% | 0.0% |
| XOM EXXON MOBIL CORP | Energy | 23.4K | $4.0M | 1.0% | -14.8% |
| AAPL APPLE INC | Technology | 12.5K | $3.2M | 0.8% | -3.8% |
| GOOG ALPHABET INC-CL C | Technology | 9.9K | $2.8M | 0.7% | -5.4% |
| ABBV ABBVIE INC | Healthcare | 13.0K | $2.8M | 0.7% | -0.2% |
| NVDA NVIDIA CORP | Technology | 15.1K | $2.6M | 0.7% | +2.9% |
| JNJ JOHNSON & JOHNSON | Healthcare | 10.3K | $2.5M | 0.6% | -2.6% |
| MSFT MICROSOFT CORP | Technology | 6.6K | $2.4M | 0.6% | -9.8% |
| GOOGL ALPHABET INC-CL A | Technology | 7.9K | $2.3M | 0.6% | +8.8% |
| AMZN AMAZON.COM INC | Consumer discretionary | 10.8K | $2.2M | 0.6% | -0.8% |
| KO COCA-COLA CO/THE | Consumer staples | 28.2K | $2.1M | 0.5% | -3.7% |
| JPM JPMORGAN CHASE & CO | Financials | 6.4K | $1.9M | 0.5% | +0.1% |
| MRK MERCK & CO. INC. | Healthcare | 15.4K | $1.9M | 0.5% | 0.0% |
| META META PLATFORMS INC-CLASS A | Technology | 3.1K | $1.8M | 0.5% | -0.2% |
| AVGO BROADCOM INC | Technology | 5.7K | $1.8M | 0.5% | +16.6% |
| LLY ELI LILLY & CO | Healthcare | 1.9K | $1.8M | 0.5% | -5.0% |
| GE GENERAL ELECTRIC | Industrials | 6.0K | $1.7M | 0.4% | +0.4% |
| UNP UNION PACIFIC CORP | Industrials | 6.1K | $1.5M | 0.4% | -0.6% |
| ABT ABBOTT LABORATORIES | Healthcare | 14.1K | $1.4M | 0.4% | -3.2% |
| AMAT APPLIED MATERIALS INC | Technology | 4.2K | $1.4M | 0.4% | -0.8% |
| INTC INTEL CORP | Technology | 29.5K | $1.3M | 0.3% | +0.1% |
| RTX RTX CORP | Industrials | 6.6K | $1.3M | 0.3% | Held |
| V VISA INC-CLASS A SHARES | Services media | 4.2K | $1.3M | 0.3% | -1.2% |
| HUBB HUBBELL INC | Technology | 2.5K | $1.2M | 0.3% | Held |
| CSCO CISCO SYSTEMS INC | Technology | 15.5K | $1.2M | 0.3% | +0.3% |
| AXP AMERICAN EXPRESS CO | Financials | 3.6K | $1.1M | 0.3% | +0.1% |
| WMT WALMART INC | Consumer discretionary | 8.8K | $1.1M | 0.3% | -4.2% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 2.3K | $1.1M | 0.3% | -0.6% |
| TSLA TESLA INC | Industrials | 2.9K | $1.1M | 0.3% | -0.9% |
| CVX CHEVRON CORP | Energy | 5.0K | $1.0M | 0.3% | -9.3% |
| GEV GE VERNOVA INC | Industrials | 1.1K | $996K | 0.3% | Held |
| MA MASTERCARD INC - A | Services media | 1.9K | $961K | 0.2% | -1.9% |
| CAT CATERPILLAR INC | Industrials | 1.1K | $789K | 0.2% | -16.2% |
| COF CAPITAL ONE FINANCIAL CORP | Financials | 4.3K | $776K | 0.2% | -1.4% |
| KR KROGER CO | Consumer discretionary | 10.5K | $763K | 0.2% | Held |
| SPGI S&P GLOBAL INC | Services media | 1.7K | $738K | 0.2% | +5.7% |
| T AT&T INC | Communications | 24.7K | $717K | 0.2% | -1.1% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 717 | $714K | 0.2% | +0.8% |
| ORCL ORACLE CORP | Technology | 4.6K | $676K | 0.2% | -3.0% |
| KLAC KLA CORP | Other | 456 | $671K | 0.2% | +0.7% |
| HD HOME DEPOT INC | Consumer discretionary | 2.0K | $661K | 0.2% | -2.1% |
| WFC WELLS FARGO & CO | Financials | 8.2K | $652K | 0.2% | -1.0% |
| AMD ADVANCED MICRO DEVICES | Technology | 3.2K | $647K | 0.2% | -1.0% |
| UNH UNITEDHEALTH GROUP INC | Financials | 2.2K | $598K | 0.2% | -0.8% |
| TGT TARGET CORP | Consumer discretionary | 4.8K | $582K | 0.1% | +0.7% |
| NFLX NETFLIX INC | Services media | 5.9K | $570K | 0.1% | +5.9% |
| BAC BANK OF AMERICA CORP | Financials | 11.6K | $567K | 0.1% | -2.9% |
| TER TERADYNE INC | Technology | 1.9K | $565K | 0.1% | -0.7% |
| ADI ANALOG DEVICES INC | Technology | 1.8K | $562K | 0.1% | +0.4% |
| MU MICRON TECHNOLOGY INC | Technology | 1.6K | $551K | 0.1% | -2.2% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 10, 2026 | 221 | $392.4M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 9, 2026 | 222 | $396.9M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 10, 2025 | 212 | $411.1M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 10, 2025 | 202 | $395.4M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 14, 2025 | 188 | $356.7M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 13, 2025 | 189 | $359.8M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 11, 2024 | 200 | $364.8M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 10, 2024 | 189 | $423.6M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 10, 2024 | 187 | $444.4M | canonical | SEC ↗ |