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Portfolio (Quarterly) Guide ↗

Sunflower Bank, N.A.

· CIK 0001818759
13F Portfolio $392M AUM 221 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 46 Added 57 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GLW CORNING INC. COMMON Technology 2,017.0 $274K 0.07% NEW $135.97 +45.6%
2 DGRW WISDOMTREE TR US QUALITY DIVIDE 3,091.0 $272K 0.07% NEW $87.84 +9.5%
3 GARP ISHARES TR MSCI USA QUALITY 3,707.0 $237K 0.06% NEW $63.97 +24.9%
4 LRCX LAM RESEARCH CORP COM Technology 1,051.0 $225K 0.06% NEW $213.66 +50.2%
5 FCX FREEPORT-MCMORAN INC Basic Materials 3,722.0 $219K 0.06% NEW $58.78 +9.1%
6 SDVY FIRST TR EXCHANGE-TRADED FD VI 5,158.0 $203K 0.05% NEW $39.43 +6.3%
7 RCL ROYAL CARIBBEAN CRUISES LTD SHS Consumer Cyclical 732.0 $201K 0.05% NEW $275.18 -3.5%

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%