Portfolio (Quarterly)
Guide ↗
Sunflower Bank, N.A.
· CIK 0001818759| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | CRWD | CROWDSTRIKE HOLDINGS INC CL A | Technology | 568.0 | $222K | 0.06% | +7.0 | +1.2% | $390.41 | +72.7% |
| 142 | FCX | FREEPORT-MCMORAN INC | Basic Materials | 3,722.0 | $219K | 0.06% | NEW | — | $58.78 | +9.0% |
| 143 | IXN | ISHARES S&P GLOB TECH SECTOR ID | — | 2,157.0 | $216K | 0.06% | — | — | $99.97 | +39.7% |
| 144 | UBER | UBER TECHNOLOGIES INC COM | Technology | 2,976.0 | $214K | 0.06% | +352.0 | +13.4% | $71.93 | -2.5% |
| 145 | HCA | HCA HEALTHCARE, INC | Healthcare | 452.0 | $214K | 0.06% | +5.0 | +1.1% | $473.24 | -17.1% |
| 146 | — | JP MORGAN ULTRA SHORT INC ETF | — | 4,115.0 | $208K | 0.05% | — | — | $50.61 | — |
| 147 | NSC | NORFOLK SOUTHERN CORP | Industrials | 723.0 | $208K | 0.05% | -21.0 | -2.8% | $287.00 | +11.3% |
| 148 | MCHP | MICROCHIP TECHNOLOGY INC | Technology | 3,197.0 | $207K | 0.05% | +57.0 | +1.8% | $64.61 | +52.1% |
| 149 | L | LOEWS CORP | Financial Services | 1,923.0 | $205K | 0.05% | -58.0 | -2.9% | $106.74 | +2.3% |
| 150 | VO | VANGUARD IND FD MID-CAP ETF | — | 712.0 | $204K | 0.05% | — | — | $287.18 | -72.6% |
| 151 | SDVY | FIRST TR EXCHANGE-TRADED FD VI | — | 5,158.0 | $203K | 0.05% | NEW | — | $39.43 | +6.5% |
| 152 | SYF | SYNCHRONY FINL COM | Financial Services | 2,985.0 | $203K | 0.05% | +59.0 | +2.0% | $68.02 | +5.8% |
| 153 | ALL | ALLSTATE CORP | Financial Services | 976.0 | $202K | 0.05% | — | — | $207.34 | +3.0% |
| 154 | RCL | ROYAL CARIBBEAN CRUISES LTD SHS | Consumer Cyclical | 732.0 | $201K | 0.05% | NEW | — | $275.18 | -3.2% |
| 155 | IGSB | ISHARES SHORT-TERM CORPORATE BD | — | 3,830.0 | $201K | 0.05% | — | — | $52.56 | -0.3% |
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%