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Sunflower Bank N A 13F Portfolio

Portfolio Manager
Sunflower Bank N A
Performance
+7.43% (2026 Q2)
AUM (13F)
$418.35M
# of Holdings
159
Performance Rank
Allocation (Top 20)
74.38%
Latest filing
Q2 2026

Sunflower Bank N A Holdings Map

Top 50 Sunflower Bank N A Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VV
VANGUARD LARGE-CAP ETF
15.26%185.6K$63.8M
-2.83%(-5.41K)
2025-Q2: 209.3K shares2025-Q3: 210.3K shares2025-Q4: 186.4K shares2026-Q1: 191.0K shares2026-Q2: 185.6K shares
$187.58(+91.04%)
2026-06-30
PYLD
PIMCO TRUST MULTISECTOR BOND ET
10.79%1.70M$45.1M
+0.16%(+2.67K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.62M shares2026-Q1: 1.70M shares2026-Q2: 1.70M shares
$26.74(-1.81%)
2026-06-30
VTEB
VANGUARD MUN BD FD INC TAX EXEM
10.16%840.5K$42.5M
-6.22%(-55.77K)
2025-Q2: 855.5K shares2025-Q3: 897.4K shares2025-Q4: 874.2K shares2026-Q1: 896.2K shares2026-Q2: 840.5K shares
$50.10(-0.39%)
2026-06-30
VXUS
VANGUARD STAR FUNDS VANGUARD TO
7.23%354.0K$30.3M
-4.78%(-17.76K)
2025-Q2: 438.9K shares2025-Q3: 441.2K shares2025-Q4: 371.3K shares2026-Q1: 371.7K shares2026-Q2: 354.0K shares
$49.89(+75.83%)
2026-06-30
AGG
ISHARES CORE U.S. AGGREGATE BO
5.91%249.7K$24.7M
-4.50%(-11.77K)
2025-Q2: 553.1K shares2025-Q3: 554.4K shares2025-Q4: 281.9K shares2026-Q1: 261.5K shares2026-Q2: 249.7K shares
$98.70(-1.03%)
2026-06-30
IJR
ISHARES CORE S&P SMALL CAP ETF
4.64%130.9K$19.4M
-2.36%(-3.16K)
2025-Q2: 153.2K shares2025-Q3: 151.5K shares2025-Q4: 133.3K shares2026-Q1: 134.1K shares2026-Q2: 130.9K shares
$102.02(+46.75%)
2026-06-30
EMR
EMERSON ELECTRIC CO
3.54%103.3K$14.8M
+0.07%(+73)
2025-Q2: 103.3K shares2025-Q3: 103.3K shares2025-Q4: 103.3K shares2026-Q1: 103.3K shares2026-Q2: 103.3K shares
$120.99(+35.72%)
2026-06-30
VGK
VANGUARD INTL EQUITY INDEX FUND
3.45%163.2K$14.4M
-1.36%(-2.26K)
2025-Q2: 147.8K shares2025-Q3: 149.3K shares2025-Q4: 163.9K shares2026-Q1: 165.4K shares2026-Q2: 163.2K shares
$75.02(+23.14%)
2026-06-30
SPY
SPDR S&P 500 ETF TR TR UNIT
2.41%13.5K$10.1M
-37.97%(-8.28K)
2025-Q2: 23.8K shares2025-Q3: 23.1K shares2025-Q4: 21.4K shares2026-Q1: 21.8K shares2026-Q2: 13.5K shares
$362.87(+114.37%)
2026-06-30
EVSM
EATON VANCE SHORT DURATION MUNI
2.37%196.9K$9.9M
-1.33%(-2.65K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 190.8K shares2026-Q1: 199.5K shares2026-Q2: 196.9K shares
$50.40(-0.32%)
2026-06-30

About Sunflower Bank N Aโ€™s portfolio

Sunflower Bank N A reports $418.35M in US-listed equity holdings across 159 positions in its most recent 13F filing. Its largest disclosed positions are VV (15.3%), PYLD (10.8%) and VTEB (10.2%). The top 20 holdings account for 74.38% of reported assets. Its disclosed equity book has returned +16.66% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
VV โ€” 17.3% ($63.84M)PYLD โ€” 12.2% ($45.15M)VTEB โ€” 11.5% ($42.51M)VXUS โ€” 8.2% ($30.26M)AGG โ€” 6.7% ($24.72M)IJR โ€” 5.3% ($19.42M)EMR โ€” 4.0% ($14.79M)VGK โ€” 3.9% ($14.45M)SPY โ€” 2.7% ($10.10M)EVSM โ€” 2.7% ($9.90M)Other โ€” 25.3% ($93.40M)
75%in top 10
  • VV17.3%
  • PYLD12.2%
  • VTEB11.5%
  • VXUS8.2%
  • AGG6.7%
  • IJR5.3%
  • EMR4.0%
  • VGK3.9%
  • SPY2.7%
  • EVSM2.7%
  • Other25.3%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
16
AVGOBROADCOM INC+30.2%
MUMICRON TECHNOLOGY INC COMMON+14.6%
BRK.BBERKSHIRE HATHAWAY INC DEL CLAS+22.4%
AMDADVANCED MICRO DEVICES INC+7.9%
+12 more
Trimmed
29
SPYSPDR S&P 500 ETF TR TR UNIT-38.0%
VTEBVANGUARD MUN BD FD INC TAX EXEM-6.2%
VVVANGUARD LARGE-CAP ETF-2.8%
VXUSVANGUARD STAR FUNDS VANGUARD TO-4.8%
+25 more

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Source filings

Holdings on this page are parsed from Sunflower Bank N Aโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1818759). View Sunflower Bank N Aโ€™s 13F filings on SEC

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