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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 6 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VZ VERIZON COMMUNICATIONS INC COMM Communication Services 9,323.0 $380K 0.10% NEW $40.73 +19.1%
102 ETN EATON CORP PLC Industrials 1,188.0 $378K 0.10% NEW $318.51 +26.6%
103 TER TERADYNE INC Technology 1,919.0 $371K 0.09% NEW $193.56 +101.0%
104 PLD PROLOGIS INC Real Estate 2,764.0 $353K 0.09% NEW $127.66 +15.1%
105 PEP PEPSICO INC Consumer Defensive 2,410.0 $346K 0.09% NEW $143.52 +1.5%
106 WM WASTE MGMT INC DEL COMMON Industrials 1,553.0 $341K 0.09% NEW $219.71 -1.9%
107 QCOM QUALCOMM INC COMMON Technology 1,992.0 $341K 0.09% NEW $171.05 +45.5%
108 INTU INTUIT Technology 512.0 $339K 0.09% NEW $662.42 -54.1%
109 KMI KINDER MORGAN INC DEL COMMON Energy 12,162.0 $334K 0.08% NEW $27.49 +19.6%
110 PRU PRUDENTIAL FINL INC Financial Services 2,911.0 $329K 0.08% NEW $112.88 -9.1%
111 ACGL ARCH CAPITAL GROUP LTD Financial Services 3,385.0 $325K 0.08% NEW $95.92 -0.6%
112 SNPS SYNOPSYS INC Technology 684.0 $321K 0.08% NEW $469.72 +13.8%
113 AMGN AMGEN INC Healthcare 951.0 $311K 0.08% NEW $327.31 +2.6%
114 IBM INTERNATIONAL BUSINESS MACHINES Technology 1,045.0 $310K 0.08% NEW $296.21 -15.4%
115 CB CHUBB LIMITED COM NPV Financial Services 980.0 $306K 0.08% NEW $312.12 +4.3%
116 ICE INTERCONTINENTALEXCHANGE GROUP Financial Services 1,854.0 $300K 0.08% NEW $161.96 -7.0%
117 DIS WALT DISNEY COMMON Communication Services 2,610.0 $297K 0.07% NEW $113.77 -9.2%
118 GS GOLDMAN SACHS GROUP INC COMMON Financial Services 334.0 $294K 0.07% NEW $879.00 +13.1%
119 VGIT VANGUARD INTM-TERM GOVT BOND FU 4,806.0 $288K 0.07% NEW $59.93 -1.7%
120 CVS CVS HEALTH CORPORATION Healthcare 3,628.0 $288K 0.07% NEW $79.36 +14.3%
Page 6 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%