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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
Page 3 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EFA ISHARES MSCI EAFE 13,190.0 $1.3M 0.33% $97.13 +8.1%
42 RTX RAYTHEON TECHNOLOGIES CORP Industrials 6,558.0 $1.3M 0.32% $192.90 -7.6%
43 V VISA COMMON CL A Financial Services 4,168.0 $1.3M 0.32% -50.0 -1.2% $302.24 +8.0%
44 HUBB HUBBELL INC NPV Industrials 2,525.0 $1.2M 0.32% $490.74 -2.7%
45 CSCO CISCO SYSTEMS INC Technology 15,456.0 $1.2M 0.31% $77.59 +51.4%
46 AXP AMERICAN EXPRESS COMMON Financial Services 3,628.0 $1.1M 0.28% $302.48 +2.6%
47 WMT WAL-MART STORES COMMON Consumer Defensive 8,820.0 $1.1M 0.28% -390.0 -4.2% $124.28 -4.8%
48 BERKSHIRE HATHAWAY INC DEL CLAS 2,268.0 $1.1M 0.28% -14.0 -0.6% $479.20
49 TSLA TESLA MTRS INC Consumer Cyclical 2,870.0 $1.1M 0.27% -27.0 -0.9% $371.75 +16.8%
50 CVX CHEVRON CORP Energy 4,952.0 $1.0M 0.26% -508.0 -9.3% $206.90 -10.8%
51 XLK TECH SELECT SEC SPDR 7,504.0 $997K 0.25% $132.90 +39.2%
52 GEV GE VERNOVA Utilities 1,141.0 $996K 0.25% $872.90 +23.3%
53 VGT VANGUARD INFORMATION TECHNOLOGY 1,404.0 $980K 0.25% +130.0 +10.2% $697.72 -83.1%
54 MA MASTERCARD CL A Financial Services 1,923.0 $961K 0.24% -37.0 -1.9% $499.66 -1.1%
55 ACWI ISHARES TR MSCI 6,731.0 $931K 0.24% -150.0 -2.2% $138.37 +13.9%
56 JMST JPMORGAN ULTRA-SHORT MUNICIPAL 15,563.0 $793K 0.20% -7K -32.4% $50.98 -0.1%
57 CAT CATERPILLAR INC. Industrials 1,114.0 $789K 0.20% -215.0 -16.2% $708.46 +27.6%
58 COF CAPITAL ONE FINL CORP COMMON Financial Services 4,255.0 $776K 0.20% -61.0 -1.4% $182.43 +2.0%
59 KR KROGER CO Consumer Defensive 10,543.0 $763K 0.19% $72.36 -10.3%
60 QLTA ISHARES AAA-A RATED CORP BOND E 15,900.0 $757K 0.19% $47.59 -0.3%
Page 3 of 8  ·  155 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 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%