2026 Q2 Portfolio Activity
In 2026 Q2, Sunflower Bank, N.A. maintained a portfolio of 168 distinct positions. The most significant new addition was DATADOG INC CL A, now representing 0.09% of the total fund value. They heavily accumulated shares in MICRON TECHNOLOGY INC COMMON, increasing the position by 14.6%. The fund also reduced its exposure to SPDR S&P 500 ETF TR TR UNIT by 38.0%.
Position History
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Total Positions
168
Quarter
2026 Q2
Top Holding
VV (15.3%)
Top 10 Concentration
65.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 168
Sunflower Bank, N.A. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VV
VANGUARD LARGE-...
|
ETF | 15.26% | 14.55% |
#1
Prev: #1
|
6.5 |
—
|
-5,410 | -2.8% |
P
S
|
185,626 | $63,838,637 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
PYLD
PIMCO TRUST MUL...
|
Unknown | 10.79% | 11.35% |
#2
1
Prev: #3
|
6.0 |
—
|
2,669 | 0.2% |
P
S
|
1,702,327 | $45,145,712 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 10.16% | 11.40% |
#3
1
Prev: #2
|
5.5 |
—
|
-55,768 | -6.2% |
P
S
|
840,472 | $42,511,074 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
VXUS
VANGUARD STAR F...
|
ETF | 7.23% | 7.30% |
#4
Prev: #4
|
3.9 |
—
|
-17,757 | -4.8% |
P
S
|
353,954 | $30,259,528 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
AGG
ISHARES CORE U....
|
ETF | 5.91% | 6.62% |
#5
Prev: #5
|
3.4 |
—
|
-11,774 | -4.5% |
P
S
|
249,745 | $24,719,760 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
IJR
ISHARES CORE S&...
|
ETF | 4.64% | 4.25% |
#6
Prev: #6
|
2.4 |
—
|
-3,159 | -2.4% |
P
S
|
130,919 | $19,416,596 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
EMR
EMERSON ELECTRI...
|
Industrials | 3.54% | 3.45% |
#7
2
Prev: #9
|
1.9 |
—
|
73 | 0.1% |
P
S
|
103,337 | $14,792,692 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
VGK
VANGUARD INTL E...
|
ETF | 3.45% | 3.48% |
#8
Prev: #8
|
1.9 |
—
|
-2,258 | -1.4% |
P
S
|
163,190 | $14,448,843 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 2.41% | 3.61% |
#9
2
Prev: #7
|
1.0 |
—
|
-8,282 | -38.0% |
P
S
|
13,528 | $10,102,305 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
EVSM
EATON VANCE SHO...
|
Unknown | 2.37% | 2.55% |
#10
Prev: #10
|
1.4 |
—
|
-2,652 | -1.3% |
P
S
|
196,868 | $9,904,488 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
VWO
VANGUARD FTSE E...
|
ETF | 1.72% | 1.70% |
#11
Prev: #11
|
1.2 |
—
|
-2,994 | -2.4% |
P
S
|
120,768 | $7,208,642 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
INTC
INTEL CORP
|
Technology | 0.96% | 0.33% |
#12
28
Prev: #40
|
0.9 |
—
|
-646 | -2.2% |
P
S
|
28,876 | $4,031,956 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
AAPL
APPLE INC COMMO...
|
Technology | 0.85% | 0.81% |
#13
Prev: #13
|
0.8 |
—
|
-202 | -1.6% |
P
S
|
12,270 | $3,550,448 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
GOOG
ALPHABET INC CA...
|
Communication Services | 0.82% | 0.73% |
#14
Prev: #14
|
0.8 |
—
|
-216 | -2.2% |
P
S
|
9,713 | $3,431,894 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.79% | 0.72% |
#15
Prev: #15
|
0.8 |
—
|
135 | 1.0% |
P
S
|
13,106 | $3,297,993 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.74% | 1.01% |
#16
4
Prev: #12
|
0.8 |
—
|
-633 | -2.7% |
P
S
|
22,750 | $3,110,380 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
NVDA
NVIDIA CORP
|
Technology | 0.71% | 0.67% |
#17
1
Prev: #16
|
0.8 |
—
|
-252 | -1.7% |
P
S
|
14,816 | $2,964,534 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
AMAT
APPLIED MATERIA...
|
Technology | 0.70% | 0.36% |
#18
20
Prev: #38
|
0.8 |
—
|
-103 | -2.5% |
P
S
|
4,068 | $2,941,164 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.67% | 0.45% |
#19
12
Prev: #31
|
2.8 |
—
|
1,731 | 30.2% |
P
S
|
7,463 | $2,819,148 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
IVV
ISHARES CORE S&...
|
ETF | 0.66% | 0.61% |
#20
1
Prev: #21
|
0.8 |
—
|
2 | 0.1% |
P
S
|
3,681 | $2,756,664 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.63% | 0.64% |
#21
4
Prev: #17
|
0.8 |
—
|
60 | 0.6% |
P
S
|
10,403 | $2,642,050 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
GOOGL
ALPHABET INC CL...
|
Communication Services | 0.63% | 0.58% |
#22
Prev: #22
|
0.8 |
—
|
-572 | -7.2% |
P
S
|
7,357 | $2,629,171 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 0.63% | 0.57% |
#23
Prev: #23
|
0.8 |
—
|
249 | 2.3% |
P
S
|
11,021 | $2,626,746 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
AGZ
ISHARES AGENCY ...
|
ETF | 0.60% | 0.64% |
#24
6
Prev: #18
|
1.2 |
—
|
no change | no change |
P
S
|
23,035 | $2,517,184 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
GNMA
ISHARES GNMA BO...
|
ETF | 0.59% | 0.63% |
#25
6
Prev: #19
|
1.2 |
—
|
no change | no change |
P
S
|
55,380 | $2,449,457 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.58% | 0.62% |
#26
6
Prev: #20
|
0.7 |
—
|
-29 | -0.4% |
P
S
|
6,529 | $2,435,448 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
LLY
LILLY ELI & COM...
|
Healthcare | 0.56% | 0.45% |
#27
5
Prev: #32
|
0.7 |
—
|
31 | 1.6% |
P
S
|
1,952 | $2,341,288 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
KO
COCA-COLA CO
|
Consumer Defensive | 0.54% | 0.55% |
#28
4
Prev: #24
|
0.7 |
—
|
-247 | -0.9% |
P
S
|
27,940 | $2,270,684 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
SPSM
SPDR PORTFOLIO ...
|
ETF | 0.54% | 0.49% |
#29
4
Prev: #25
|
0.7 |
—
|
-397 | -1.0% |
P
S
|
39,241 | $2,263,028 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.53% | 0.43% |
#30
3
Prev: #33
|
0.7 |
—
|
-86 | -1.4% |
P
S
|
5,917 | $2,211,361 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.52% | 0.48% |
#31
5
Prev: #26
|
0.7 |
—
|
274 | 4.3% |
P
S
|
6,671 | $2,183,618 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.52% | 0.14% |
#32
47
Prev: #79
|
2.2 |
—
|
238 | 14.6% |
P
S
|
1,870 | $2,158,522 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
MRK
MERCK & CO INC ...
|
Healthcare | 0.48% | 0.47% |
#33
4
Prev: #29
|
0.7 |
—
|
195 | 1.3% |
P
S
|
15,623 | $2,007,556 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.48% | 0.16% |
#34
36
Prev: #70
|
2.2 |
—
|
251 | 7.9% |
P
S
|
3,430 | $1,992,522 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
IWM
ISHARES RUSSELL...
|
ETF | 0.46% | 0.48% |
#35
7
Prev: #28
|
0.7 |
—
|
-1,200 | -15.9% |
P
S
|
6,338 | $1,904,252 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
SJNK
SPDR BARCLAYS S...
|
ETF | 0.45% | 0.48% |
#36
9
Prev: #27
|
0.7 |
—
|
169 | 0.2% |
P
S
|
75,246 | $1,883,407 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
CSCO
CISCO SYSTEMS I...
|
Technology | 0.43% | 0.31% |
#37
8
Prev: #45
|
0.7 |
—
|
-30 | -0.2% |
P
S
|
15,426 | $1,811,938 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.42% | 0.46% |
#38
8
Prev: #30
|
0.7 |
—
|
-38 | -1.2% |
P
S
|
3,102 | $1,747,325 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
UNP
UNION PACIFIC C...
|
Industrials | 0.40% | 0.38% |
#39
3
Prev: #36
|
0.7 |
—
|
72 | 1.2% |
P
S
|
6,147 | $1,671,984 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
V
VISA COMMON CL ...
|
Financial Services | 0.37% | 0.32% |
#40
3
Prev: #43
|
2.1 |
—
|
356 | 8.5% |
P
S
|
4,524 | $1,552,139 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
IDV
ISHS INTL SEL D...
|
ETF | 0.36% | 0.40% |
#41
7
Prev: #34
|
0.6 |
—
|
-673 | -1.8% |
P
S
|
36,571 | $1,515,137 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
MDY
SPDR S&P MIDCAP...
|
ETF | 0.36% | 0.34% |
#42
3
Prev: #39
|
1.1 |
—
|
no change | no change |
P
S
|
2,148 | $1,510,774 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
DELL
DELL TECHNOLOGI...
|
Technology | 0.34% | 0.14% |
#43
37
Prev: #80
|
0.6 |
—
|
-30 | -0.9% |
P
S
|
3,306 | $1,426,407 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
VRIG
INVESCO AC VAR ...
|
ETF | 0.34% | 0.40% |
#44
9
Prev: #35
|
0.6 |
—
|
-6,319 | -10.0% |
P
S
|
56,664 | $1,420,566 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
XLK
TECH SELECT SEC...
|
Unknown | 0.33% | 0.25% |
#45
6
Prev: #51
|
0.6 |
—
|
-157 | -2.1% |
P
S
|
7,347 | $1,399,750 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.33% | 0.28% |
#46
2
Prev: #48
|
2.6 |
—
|
508 | 22.4% |
P
S
|
2,776 | $1,389,083 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
EFA
ISHARES MSCI EA...
|
ETF | 0.33% | 0.33% |
#47
6
Prev: #41
|
1.1 |
—
|
no change | no change |
P
S
|
13,190 | $1,370,177 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
KLAC
KLA CORPORATION...
|
Technology | 0.32% | 0.17% |
#48
19
Prev: #67
|
3.1 |
—
|
3,998 | 876.8% |
P
S
|
4,454 | $1,343,816 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
HUBB
HUBBELL INC NPV
|
Industrials | 0.32% | 0.32% |
#49
5
Prev: #44
|
1.1 |
—
|
no change | no change |
P
S
|
2,525 | $1,321,080 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
GEV
GE VERNOVA
|
Industrials | 0.31% | 0.25% |
#50
2
Prev: #52
|
0.6 |
—
|
-40 | -3.5% |
P
S
|
1,101 | $1,293,521 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 |
Showing 1-50 of 168 holdings