Sunflower Bank, N.A.

CIK 0001818759 • 7 13F filings • Apr 14, 2025 – Aug 14, 2026

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Filer information

Filed by: Sunflower Bank, N.A., Trust Investment Services Analyst
Address: 8117 PRESTON ROAD #220, DALLAS, TX, 75225
Phone: 913-289-6010
AUM: $396.9M

AUM over time

$418.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $396.9M154 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	Equities	$1.8M	0.5%Prev: 0.5%	14,570 SH	Decreased+183 SH
ABBVIE INC	Equities	$3.0M	0.7%Prev: 0.7%	12,996 SH	Decreased-190 SH
ACCENTURE PLC A	Equities	$246K	0.1%Prev: 0.1%	917 SH	Decreased-238 SH
ADOBE INC	Equities	$385K	0.1%Prev: 0.1%	1,101 SH	Decreased-229 SH
ADVANCED MICRO DEVICES INC	Equities	$687K	0.2%Prev: 0.1%	3,210 SH	Increased-378 SH
ALLSTATE CORP	Equities	$204K	0.1%	979 SH	New
ALPHABET INC CAP STK CLASS C	Equities	$3.3M	0.8%Prev: 0.7%	10,492 SH	Increased-1,454 SH
ALPHABET INC CLASS A	Equities	$2.3M	0.6%Prev: 0.5%	7,289 SH	Increased-1,389 SH
AMAZON.COM INC	Equities	$2.5M	0.6%Prev: 0.6%	10,863 SH	Increased+199 SH
AMERICAN ELEC PWR CO INC COMMON	Equities	$208K	0.1%	1,806 SH	New
AMERICAN EXPRESS COMMON	Equities	$1.3M	0.3%Prev: 0.3%	3,626 SH	Increased-108 SH
AMERIPRISE FINL INC COMMON	Equities	$459K	0.1%Prev: 0.1%	937 SH	Decreased-51 SH
AMGEN INC	Equities	$311K	0.1%Prev: 0.1%	951 SH	Increased+64 SH
ANALOG DEVICES INC	Equities	$477K	0.1%Prev: 0.1%	1,758 SH	Increased-66 SH
AON PLC	Equities	$479K	0.1%Prev: 0.1%	1,356 SH	Decreased-319 SH
APOLLO GLOBAL MGMT INC	Equities	$402K	0.1%Prev: 0.1%	2,780 SH	Increased-63 SH
APPLE INC COMMON	Equities	$3.5M	0.9%Prev: 0.8%	12,968 SH	Increased-105 SH
APPLIED MATERIALS INC	Equities	$1.1M	0.3%Prev: 0.2%	4,205 SH	Increased+918 SH
ARCH CAPITAL GROUP LTD	Equities	$325K	0.1%Prev: 0.1%	3,385 SH	Increased+239 SH
AT&T INC	Equities	$621K	0.2%Prev: 0.1%	24,987 SH	Increased+4,100 SH
AUTOMATIC DATA PROCESSING INC	Equities	$656K	0.2%Prev: 0.2%	2,550 SH	Decreased-88 SH
BANK AMER CORP COMMON	Equities	$659K	0.2%Prev: 0.2%	11,986 SH	Increased+6 SH
BERKSHIRE HATHAWAY INC DEL CLAS	Equities	$1.1M	0.3%Prev: 0.3%	2,282 SH	Increased+129 SH
BROADCOM INC	Equities	$1.7M	0.4%Prev: 0.5%	4,915 SH	Decreased-1,000 SH
CAPITAL ONE FINL CORP COMMON	Equities	$1.0M	0.3%Prev: 0.2%	4,316 SH	Increased-237 SH
CATERPILLAR INC.	Equities	$761K	0.2%Prev: 0.2%	1,329 SH	Increased+30 SH
CHEVRON CORP	Equities	$832K	0.2%Prev: 0.2%	5,460 SH	Increased+541 SH
CHUBB LIMITED COM NPV	Equities	$306K	0.1%Prev: 0.1%	980 SH	Increased+88 SH
CINTAS CORP	Equities	$269K	0.1%Prev: 0.1%	1,430 SH	Decreased-29 SH
CISCO SYSTEMS INC	Equities	$1.2M	0.3%Prev: 0.3%	15,405 SH	Increased-412 SH
CME GROUP INC	Equities	$232K	0.1%	849 SH	New
COCA-COLA CO	Equities	$2.0M	0.5%Prev: 0.5%	29,258 SH	Increased+997 SH
CONOCOPHILLIPS	Equities	$260K	0.1%Prev: 0.0%	2,774 SH	Increased+614 SH
COSTCO WHOLESALE CORP NEW COMMO	Equities	$613K	0.2%Prev: 0.2%	711 SH	Decreased-17 SH
CROWDSTRIKE HOLDINGS INC CL A	Equities	$263K	0.1%Prev: 0.1%	561 SH	Decreased+1 SH
CUMMINS INC	Equities	$246K	0.1%	481 SH	New
CVS HEALTH CORPORATION	Equities	$288K	0.1%	3,628 SH	New
DANAHER CORP COMMON	Equities	$287K	0.1%Prev: 0.1%	1,253 SH	Increased+33 SH
DELL TECHNOLOGIES INC	Equities	$420K	0.1%Prev: 0.1%	3,340 SH	Decreased-16 SH
DUKE ENERGY CORP NEW COMMON NEW	Equities	$263K	0.1%	2,248 SH	New
EATON CORP PLC	Equities	$378K	0.1%Prev: 0.1%	1,188 SH	Decreased+7 SH
EATON VANCE SHORT DURATION MUNI	Equities	$9.6M	2.4%	190,799 SH	New
EMERSON ELECTRIC CO	Equities	$13.7M	3.5%Prev: 3.3%	103,278 SH	Increased
EXXON MOBIL CORP	Equities	$3.3M	0.8%Prev: 0.7%	27,457 SH	Increased+2,422 SH
FAIR ISAAC CORP	Equities	$254K	0.1%Prev: 0.1%	150 SH	Increased-17 SH
GE AEROSPACE	Equities	$1.8M	0.5%Prev: 0.4%	5,981 SH	Decreased-163 SH
GE VERNOVA	Equities	$746K	0.2%Prev: 0.2%	1,141 SH	Increased-22 SH
GENERAL MTRS CO	Equities	$394K	0.1%Prev: 0.1%	4,842 SH	Increased+183 SH
GOLDMAN SACHS GROUP INC COMMON	Equities	$294K	0.1%Prev: 0.1%	334 SH	Increased-28 SH
HCA HEALTHCARE, INC	Equities	$209K	0.1%	447 SH	New
HEWLETT PACKARD ENTERPRISE COMM	Equities	$404K	0.1%Prev: 0.1%	16,826 SH	Increased+1,954 SH
HUBBELL INC NPV	Equities	$1.1M	0.3%Prev: 0.3%	2,525 SH	Increased
INTEL CORP	Equities	$1.1M	0.3%Prev: 0.2%	29,487 SH	Increased+4,235 SH
INTERCONTINENTALEXCHANGE GROUP	Equities	$300K	0.1%Prev: 0.1%	1,854 SH	Decreased-159 SH
INTERNATIONAL BUSINESS MACHINES	Equities	$310K	0.1%Prev: 0.1%	1,045 SH	Increased+183 SH
INTUIT	Equities	$339K	0.1%Prev: 0.1%	512 SH	Decreased+5 SH
INTUITIVE SURGICAL INC COM NEW	Equities	$418K	0.1%Prev: 0.1%	738 SH	Increased+30 SH
INVESCO AC VAR ETF	Equities	$1.9M	0.5%Prev: 3.4%	74,281 SH	Decreased-477,227 SH
ISHARES AAA-A RATED CORP BOND E	Equities	$765K	0.2%Prev: 0.2%	15,900 SH	Decreased
ISHARES AGENCY BOND ETF	Equities	$2.5M	0.6%Prev: 0.6%	23,035 SH	Decreased
ISHARES CORE S&P 500 ETF	Equities	$2.5M	0.6%Prev: 0.6%	3,683 SH	Increased-16 SH
ISHARES CORE S&P SMALL CAP ETF	Equities	$16.0M	4.0%Prev: 4.4%	133,288 SH	Decreased-18,184 SH
ISHARES CORE U.S. AGGREGATE BO	Equities	$28.2M	7.1%Prev: 13.5%	281,867 SH	Decreased-272,499 SH
ISHARES GNMA BOND ETF	Equities	$2.5M	0.6%Prev: 0.6%	55,380 SH	Increased
ISHARES MSCI EAFE	Equities	$1.3M	0.3%Prev: 0.3%	13,190 SH	Increased
ISHARES MSCI EMERG	Equities	$569K	0.1%Prev: 0.1%	10,400 SH	Increased
ISHARES RUSSELL 2000	Equities	$1.9M	0.5%Prev: 0.4%	7,538 SH	Increased
ISHARES S&P GLO INDS	Equities	$416K	0.1%Prev: 0.1%	2,375 SH	Increased
ISHARES S&P GLOB TECH SECTOR ID	Equities	$226K	0.1%Prev: 0.1%	2,157 SH	Increased
ISHARES SHORT-TERM CORPORATE BD	Equities	$203K	0.1%Prev: 0.0%	3,830 SH	Decreased
ISHARES TR MSCI	Equities	$974K	0.2%Prev: 0.2%	6,881 SH	Increased-4 SH
ISHS INTL SEL DV ETF	Equities	$1.5M	0.4%Prev: 0.4%	38,581 SH	Increased-1,056 SH
J P MORGAN FLEXIBLE DEBT ETF	Equities	$583K	0.1%Prev: 2.7%	11,611 SH	Decreased-205,640 SH
JOHNSON & JOHNSON	Equities	$2.2M	0.6%Prev: 0.5%	10,617 SH	Increased+479 SH
JP MORGAN INTL BOND OPPORTUNITI	Equities	$678K	0.2%Prev: 0.3%	13,926 SH	Decreased-11,007 SH
JP MORGAN ULTRA SHORT INC ETF	Equities	$208K	0.1%Prev: 0.1%	4,115 SH	Decreased
JPMORGAN CHASE & CO	Equities	$2.1M	0.5%Prev: 0.5%	6,388 SH	Increased-35 SH
JPMORGAN ULTRA-SHORT MUNICIPAL	Equities	$1.2M	0.3%Prev: 2.6%	23,018 SH	Decreased-183,553 SH
KINDER MORGAN INC DEL COMMON	Equities	$334K	0.1%Prev: 0.1%	12,162 SH	Increased+1,132 SH
KLA CORPORATION COM NEW	Equities	$550K	0.1%Prev: 0.1%	453 SH	Increased-14 SH
KROGER CO	Equities	$659K	0.2%Prev: 0.2%	10,543 SH	Decreased
LILLY ELI & COMMON	Equities	$2.2M	0.5%Prev: 0.3%	2,022 SH	Increased+280 SH
LOEWS CORP	Equities	$209K	0.1%	1,981 SH	New
LOWES COS INC COMMON	Equities	$397K	0.1%Prev: 0.1%	1,645 SH	Decreased+15 SH
MARVELL TECHNOLOGY INC	Equities	$204K	0.1%Prev: 0.1%	2,405 SH	Decreased-533 SH
MASTERCARD CL A	Equities	$1.1M	0.3%Prev: 0.3%	1,960 SH	Increased+135 SH
MCDONALDS CORP COMMON	Equities	$426K	0.1%Prev: 0.1%	1,394 SH	Increased+261 SH
MERCK & CO INC NEW	Equities	$1.6M	0.4%Prev: 0.3%	15,434 SH	Increased+125 SH
META PLATFORMS INC.	Equities	$2.1M	0.5%Prev: 0.5%	3,147 SH	Decreased+157 SH
METLIFE INC COMMON	Equities	$279K	0.1%Prev: 0.1%	3,536 SH	Decreased-122 SH
MICROCHIP TECHNOLOGY INC	Equities	$200K	0.1%Prev: 0.0%	3,140 SH	Decreased-51 SH
MICRON TECHNOLOGY INC COMMON	Equities	$476K	0.1%Prev: 0.1%	1,668 SH	Increased+34 SH
MICROSOFT CORP	Equities	$3.5M	0.9%Prev: 0.9%	7,273 SH	Decreased+61 SH
MONOLITHIC POWER SYSTEMS INC	Equities	$207K	0.1%Prev: 0.1%	228 SH	Decreased
MOODYS CORP	Equities	$454K	0.1%Prev: 0.1%	888 SH	Increased+1 SH
MORGAN STANLEY	Equities	$386K	0.1%Prev: 0.1%	2,175 SH	Increased+14 SH
NETFLIX INC COMMON	Equities	$525K	0.1%Prev: 0.2%	5,598 SH	Decreased+5,037 SH
NEXTERA ENERGY INC	Equities	$388K	0.1%Prev: 0.1%	4,836 SH	Increased+70 SH
NORFOLK SOUTHERN CORP	Equities	$215K	0.1%Prev: 0.1%	744 SH	Increased+48 SH
NVIDIA CORP	Equities	$2.7M	0.7%Prev: 0.7%	14,641 SH	Decreased-1,417 SH
ORACLE CORP	Equities	$924K	0.2%Prev: 0.3%	4,740 SH	Decreased+458 SH
PALANTIR TECHNOLOGIES INC	Equities	$403K	0.1%Prev: 0.1%	2,265 SH	Decreased-613 SH
PALO ALTO NETWORKS INC COMMON	Equities	$225K	0.1%Prev: 0.1%	1,224 SH	Decreased+46 SH
PAYCHEX COMMON	Equities	$207K	0.1%Prev: 0.1%	1,846 SH	Decreased-368 SH
PEPSICO INC	Equities	$346K	0.1%Prev: 0.1%	2,410 SH	Increased+483 SH
PHILIP MORRIS INTL INC COMMON	Equities	$463K	0.1%Prev: 0.1%	2,886 SH	Increased+208 SH
PIMCO TRUST MULTISECTOR BOND ET	Equities	$43.2M	10.9%	1,618,877 SH	New
PROCTER & GAMBLE CO	Equities	$481K	0.1%Prev: 0.1%	3,359 SH	Decreased-418 SH
PROLOGIS INC	Equities	$353K	0.1%Prev: 0.1%	2,764 SH	Increased+362 SH
PRUDENTIAL FINL INC	Equities	$329K	0.1%Prev: 0.1%	2,911 SH	Increased+91 SH
QUALCOMM INC COMMON	Equities	$341K	0.1%Prev: 0.1%	1,992 SH	Increased-6 SH
RAYTHEON TECHNOLOGIES CORP	Equities	$1.2M	0.3%Prev: 0.3%	6,558 SH	Increased+28 SH
ROSS STORES INC COM	Equities	$208K	0.1%	1,154 SH	New
S&P GLOBAL INC COM	Equities	$858K	0.2%Prev: 0.2%	1,642 SH	Increased-83 SH
SALESFORCE INC	Equities	$696K	0.2%Prev: 0.2%	2,629 SH	Increased-180 SH
SCHWAB CHARLES CORP NEW	Equities	$273K	0.1%Prev: 0.1%	2,730 SH	Increased+23 SH
SCHWAB STRATEGIC US DIVIDEND EQ	Equities	$398K	0.1%Prev: 0.1%	14,501 SH	Increased+419 SH
SPDR BARCLAYS SHORT TERM HIGH Y	Equities	$2.0M	0.5%Prev: 0.5%	77,459 SH	Increased+865 SH
SPDR PORTFOLIO S&P 600 SMALL CA	Equities	$2.0M	0.5%Prev: 0.5%	42,585 SH	Decreased-5,567 SH
SPDR S&P 500 ETF TR TR UNIT	Equities	$14.6M	3.7%Prev: 3.7%	21,443 SH	Decreased-1,662 SH
SPDR S&P MIDCAP 400 ETF TR	Equities	$1.3M	0.3%Prev: 0.3%	2,148 SH	Decreased-58 SH
SPDR SER TR NUVEEN BLOOMBERG BA	Equities	$713K	0.2%Prev: 0.2%	14,851 SH	Decreased
STRYKER CORP	Equities	$250K	0.1%Prev: 0.1%	710 SH	Decreased+14 SH
SYNCHRONY FINL COM	Equities	$244K	0.1%Prev: 0.1%	2,926 SH	Increased-25 SH
SYNOPSYS INC	Equities	$321K	0.1%Prev: 0.1%	684 SH	Decreased-174 SH
TARGET CORP	Equities	$466K	0.1%Prev: 0.1%	4,770 SH	Increased+167 SH
TECH SELECT SEC SPDR	Equities	$1.1M	0.3%Prev: 0.3%	7,504 SH	Increased+3,733 SH
TERADYNE INC	Equities	$371K	0.1%Prev: 0.1%	1,919 SH	Increased
TESLA MTRS INC	Equities	$1.3M	0.3%Prev: 0.4%	2,897 SH	Decreased-580 SH
TEXAS INSTRS INC COMMON	Equities	$235K	0.1%Prev: 0.1%	1,355 SH	Decreased-21 SH
THE HOME DEPOT INC	Equities	$707K	0.2%Prev: 0.2%	2,055 SH	Decreased+114 SH
THERMO FISHER SCIENTIFIC INC CO	Equities	$388K	0.1%Prev: 0.1%	669 SH	Increased+64 SH
UBER TECHNOLOGIES INC COM	Equities	$214K	0.1%Prev: 0.1%	2,624 SH	Decreased-17 SH
UNION PACIFIC CORP	Equities	$1.4M	0.4%Prev: 0.3%	6,109 SH	Increased+142 SH
UNITED RENTALS INC	Equities	$245K	0.1%Prev: 0.1%	303 SH	Decreased-19 SH
UNITEDHEALTH GROUP INC	Equities	$736K	0.2%Prev: 0.2%	2,229 SH	Increased+313 SH
VANGUARD FTSE EMERGING MARKETS	Equities	$6.7M	1.7%Prev: 1.7%	124,049 SH	Decreased-7,596 SH
VANGUARD IND FD MID-CAP ETF	Equities	$207K	0.1%Prev: 0.1%	712 SH	Decreased
VANGUARD INDEX FUNDS VANGUARD E	Equities	$754K	0.2%Prev: 0.2%	3,605 SH	Decreased
VANGUARD INFORMATION TECHNOLOGY	Equities	$960K	0.2%Prev: 0.1%	1,274 SH	Increased+735 SH
VANGUARD INTL EQUITY INDEX FUND	Equities	$13.7M	3.5%Prev: 2.9%	163,899 SH	Increased+14,555 SH
VANGUARD INTM-TERM GOVT BOND FU	Equities	$288K	0.1%Prev: 0.1%	4,806 SH	Increased+202 SH
VANGUARD LARGE-CAP ETF	Equities	$58.7M	14.8%Prev: 15.7%	186,361 SH	Decreased-23,915 SH
VANGUARD MUN BD FD INC TAX EXEM	Equities	$44.0M	11.1%Prev: 10.9%	874,166 SH	Decreased-23,195 SH
VANGUARD SHORT-TERM GOV BND ETF	Equities	$217K	0.1%	3,695 SH	New
VANGUARD STAR FUNDS VANGUARD TO	Equities	$28.0M	7.1%Prev: 7.9%	371,254 SH	Decreased-69,992 SH
VERIZON COMMUNICATIONS INC COMM	Equities	$380K	0.1%Prev: 0.1%	9,323 SH	Increased+742 SH
VISA COMMON CL A	Equities	$1.5M	0.4%Prev: 0.3%	4,218 SH	Increased+271 SH
VULCAN MATERIALS CO	Equities	$250K	0.1%Prev: 0.1%	875 SH	Decreased+23 SH
WAL-MART STORES COMMON	Equities	$1.0M	0.3%Prev: 0.2%	9,210 SH	Increased+454 SH
WALT DISNEY COMMON	Equities	$297K	0.1%Prev: 0.1%	2,610 SH	Decreased-70 SH
WASTE MGMT INC DEL COMMON	Equities	$341K	0.1%	1,553 SH	New
WELLS FARGO & CO	Equities	$771K	0.2%Prev: 0.2%	8,270 SH	Increased+126 SH
WILLIAMS COS INC DEL	Equities	$212K	0.1%	3,535 SH	New

Sold (vs prior filing)

ARISTA NETWORKS INC — $245K
AUTOZONE INC — $215K
DATADOG INC CL A — $201K
MARSH & MCLENNAN COS INC — $214K
O REILLY AUTOMOTIVE INC NEW COM — $213K
ROYAL CARIBBEAN CRUISES LTD SHS — $216K
T-MOBILE US INC COMMON — $248K
VANGUARD SHORT-TERM GOV BND — $243K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 9, 2026	Q4 2025	13F-HR	0001818759-26-000001	$396.9M	View
Oct 10, 2025	Q3 2025	13F-HR	0001818759-25-000009	$411.1M	View
Aug 14, 2026	Q2 2026