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Portfolio (Quarterly) Guide ↗

Sunflower Bank, N.A.

· CIK 0001818759
13F Portfolio $397M AUM 222 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 154 New
Page 7 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DHR DANAHER CORP COMMON Healthcare 1,253.0 $287K 0.07% NEW $228.92 -24.5%
122 MET METLIFE INC COMMON Financial Services 3,536.0 $279K 0.07% NEW $78.94 +5.5%
123 SCHW SCHWAB CHARLES CORP NEW Financial Services 2,730.0 $273K 0.07% NEW $99.91 -10.5%
124 CTAS CINTAS CORP Industrials 1,430.0 $269K 0.07% NEW $188.07 -9.0%
125 DUK DUKE ENERGY CORP NEW COMMON NEW Utilities 2,248.0 $263K 0.07% NEW $117.21 +6.6%
126 CRWD CROWDSTRIKE HOLDINGS INC CL A Technology 561.0 $263K 0.07% NEW $468.76 +43.3%
127 COP CONOCOPHILLIPS Energy 2,774.0 $260K 0.07% NEW $93.61 +24.5%
128 FICO FAIR ISAAC CORP Technology 150.0 $254K 0.06% NEW $1690.62 -25.3%
129 VMC VULCAN MATERIALS CO Basic Materials 875.0 $250K 0.06% NEW $285.22 -5.7%
130 SYK STRYKER CORP Healthcare 710.0 $250K 0.06% NEW $351.47 -10.9%
131 ACN ACCENTURE PLC A Technology 917.0 $246K 0.06% NEW $268.30 -34.0%
132 CMI CUMMINS INC Industrials 481.0 $246K 0.06% NEW $510.45 +31.1%
133 URI UNITED RENTALS INC Industrials 303.0 $245K 0.06% NEW $809.32 +19.1%
134 SYF SYNCHRONY FINL COM Financial Services 2,926.0 $244K 0.06% NEW $83.43 -13.8%
135 TXN TEXAS INSTRS INC COMMON Technology 1,355.0 $235K 0.06% NEW $173.49 +87.3%
136 CME CME GROUP INC Financial Services 849.0 $232K 0.06% NEW $273.08 +3.5%
137 IXN ISHARES S&P GLOB TECH SECTOR ID 2,157.0 $226K 0.06% NEW $105.00 +33.1%
138 PANW PALO ALTO NETWORKS INC COMMON Technology 1,224.0 $225K 0.06% NEW $184.20 +39.4%
139 VGSH VANGUARD SHORT-TERM GOV BND ETF 3,695.0 $217K 0.06% NEW $58.73 -0.8%
140 NSC NORFOLK SOUTHERN CORP Industrials 744.0 $215K 0.05% NEW $288.72 +10.9%
Page 7 of 8  ·  154 positions

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 25.5%
Technology 20.1%
Industrials 18.9%
Healthcare 11.5%
Communication Services 7.9%
Consumer Defensive 5.1%
Consumer Cyclical 5.0%
Energy 4.1%
Utilities 1.3%
Real Estate 0.3%