Portfolio (Quarterly)
Guide ↗
Sunflower Bank, N.A.
· CIK 0001818759| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | INTU | INTUIT | Technology | 520.0 | $225K | 0.06% | +8.0 | +1.6% | $432.38 | -29.6% |
| 42 | CRWD | CROWDSTRIKE HOLDINGS INC CL A | Technology | 568.0 | $222K | 0.06% | +7.0 | +1.2% | $390.41 | +72.0% |
| 43 | UBER | UBER TECHNOLOGIES INC COM | Technology | 2,976.0 | $214K | 0.06% | +352.0 | +13.4% | $71.93 | -2.5% |
| 44 | HCA | HCA HEALTHCARE, INC | Healthcare | 452.0 | $214K | 0.06% | +5.0 | +1.1% | $473.24 | -17.1% |
| 45 | MCHP | MICROCHIP TECHNOLOGY INC | Technology | 3,197.0 | $207K | 0.05% | +57.0 | +1.8% | $64.61 | +51.8% |
| 46 | SYF | SYNCHRONY FINL COM | Financial Services | 2,985.0 | $203K | 0.05% | +59.0 | +2.0% | $68.02 | +5.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
24.4%
Technology
19.9%
Industrials
18.9%
Healthcare
11.2%
Communication Services
7.7%
Consumer Defensive
5.7%
Energy
5.1%
Consumer Cyclical
4.7%
Utilities
1.7%
Basic Materials
0.4%