Sunflower Bank, N.A.

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CIK 1818759

13F portfolio (2026-Q1)

$392M

Positions

155

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

155

Top 5

51.2%

Top 10

68.6%

Effective N

15.5

HHI

0.064

This quarter

7 new · 0 exit →

By sector

Unclassified74.1%

Information Technology10.4%

Financials3.4%

Health Care3.0%

Communication Services2.3%

Consumer Discretionary2.0%

Industrials1.7%

Energy1.4%

Other1.8%

By market cap

Unknown74.1%

Mega (>$200B)15.9%

Large ($10–200B)10.0%

By region

Other74.1%

North America25.9%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	74.38%	40
Electrical Equipment & Components	4.14%	3
Semiconductors & Semiconductor Equipment	2.84%	12
Pharmaceuticals & Biotechnology	2.75%	6
Technology Hardware & Equipment	2.00%	10
Software & IT Services	1.88%	4
Specialty Retail	1.49%	7
Oil, Gas & Consumable Fuels	1.37%	3
Banks	1.32%	6
Software	1.25%	8
Commercial Services & Supplies	1.00%	6
Insurance	0.68%	8
Beverages	0.63%	2
Capital Markets	0.57%	7
Machinery	0.43%	4
Road & Rail	0.43%	2
Utilities	0.40%	5
Automobiles & Components	0.36%	2
Aerospace & Defense	0.32%	1
Diversified Telecommunication Services	0.30%	2
Food & Staples Retailing	0.26%	2
Health Care Equipment & Supplies	0.15%	2
Media & Entertainment	0.15%	1
Metals & Mining	0.13%	2
Tobacco	0.12%	1
Chemicals	0.11%	1
Hotels, Restaurants & Leisure	0.09%	1
Equity Real Estate Investment Trusts (REITs)	0.09%	1
Communications Equipment	0.06%	1
Entertainment	0.06%	1
Textiles, Apparel & Luxury Goods	0.06%	1
Construction Materials	0.06%	1
Health Care Providers & Services	0.05%	1
Marine	0.05%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VV	VANGUARD INDEX FDS	Unclassified	14.55%
2	VTEB	VANGUARD MUN BD FDS	Unclassified	11.40%
3	PYLD	PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	Unclassified	11.35%
4	VXUS	VANGUARD STAR FDS	Unclassified	7.30%
5	AGG	ISHARES TR	Unclassified	6.62%
6	IJR	ISHARES TR	Unclassified	4.25%
7	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	3.61%
8	VGK	VANGUARD INTL EQUITY INDEX F	Unclassified	3.48%
9	EMR	EMERSON ELECTRIC CO	Information Technology	3.45%
10	EVSM	MORGAN STANLEY ETF TRUST	Unclassified	2.55%

116/155 names classified · sector 25.9% of weight · industry 25.6% · mkt cap 25.9%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 24 quarters

Consumer StaplesADM, KO, PEP, KR, PM · other

Information TechnologyMSFT, AAPL, EMR, NVDA, AVGO · other

Health CareABBV, ABT, JNJ, MRK, LLY · other

MaterialsPG, KMB, EMN, CLX, NKE · other

FinancialsJPM, V, BRK.B, AXP, COF · other

Consumer DiscretionaryAMZN, HD, TGT, TSLA, VFC · other

IndustrialsUNP, RTX, SPGI, ACN, MCO · other

Communication ServicesGOOG, META, GOOGL, T, DIS · other

EnergyXOM, CVX, COP, AREC

UtilitiesNEE, KMI, DUK, SO, D · other

Real EstatePLD, AMT, AGNC

UnclassifiedVXUS, VV, AGG, SPY, SPSB · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 25.9% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 26% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (114 classified)Sunflower Bank, N.A. centroid (Large Core)

Information TechnologyFinancialsHealth CareCommunication ServicesConsumer DiscretionaryIndustrialsEnergyConsumer StaplesUtilitiesMaterialsReal Estate

Style box summary for Sunflower Bank, N.A.: centroid Large Core. Heaviest cells: Large Core 9.5%, Large Growth 9.0%, Large Value 5.0%.

Classified: 25.6% of book weight (114/155 names) · unclassified 74.4%: VV, VTEB, PYLD, VXUS, AGG, IJR, SPY, VGK, EVSM, VWO +31 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 155 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VVVANGUARD INDEX FDS	191,036	$57M	14.6%	ADD 3%
2	VTEBVANGUARD MUN BD FDS	896,240	$45M	11.4%	ADD 3%
3	PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	1,699,658	$45M	11.3%	ADD 5%
4	VXUSVANGUARD STAR FDS	371,711	$29M	7.3%	HOLD
5	AGGISHARES TR	261,519	$26M	6.6%	TRIM −7%
6	IJRISHARES TR	134,078	$17M	4.2%	HOLD
7	SPYSTATE STR SPDR S&P 500 ETF T	21,810	$14M	3.6%	HOLD
8	VGKVANGUARD INTL EQUITY INDEX F	165,448	$14M	3.5%	HOLD
9	EMREMERSON ELEC CO	103,264	$14M	3.4%	HOLD
10	EVSMMORGAN STANLEY ETF TRUST	199,520	$10M	2.6%	ADD 5%
11	VWOVANGUARD INTL EQUITY INDEX F	123,762	$7M	1.7%	HOLD
12	XOMEXXON MOBIL CORP	23,383	$4M	1.0%	TRIM −15%
13	AAPLAPPLE INC	12,472	$3M	0.8%	TRIM −4%
14	GOOGALPHABET INC	9,929	$3M	0.7%	TRIM −5%
15	ABBVABBVIE INC	12,971	$3M	0.7%	HOLD
16	NVDANVIDIA CORPORATION	15,068	$3M	0.7%	ADD 3%
17	JNJJOHNSON & JOHNSON	10,343	$3M	0.6%	TRIM −3%
18	AGZISHARES TR	23,035	$3M	0.6%	HOLD
19	GNMAISHARES TR	55,380	$2M	0.6%	HOLD
20	MSFTMICROSOFT CORP	6,558	$2M	0.6%	TRIM −10%
21	IVVISHARES TR	3,679	$2M	0.6%	HOLD
22	GOOGLALPHABET INC	7,929	$2M	0.6%	ADD 9%
23	AMZNAMAZON COM INC	10,772	$2M	0.6%	HOLD
24	KOCOCA COLA CO	28,187	$2M	0.5%	TRIM −4%
25	SPSMSPDR SERIES TRUST	39,638	$2M	0.5%	TRIM −7%
26	JPMJPMORGAN CHASE & CO	6,397	$2M	0.5%	HOLD
27	SJNKSPDR SERIES TRUST	75,077	$2M	0.5%	TRIM −3%
28	IWMISHARES TR	7,538	$2M	0.5%	HOLD
29	MRKMERCK & CO INC	15,428	$2M	0.5%	HOLD
30	METAMETA PLATFORMS INC	3,140	$2M	0.5%	HOLD
31	AVGOBROADCOM INC	5,732	$2M	0.5%	ADD 17%
32	LLYELI LILLY & CO	1,921	$2M	0.5%	TRIM −5%
33	GEGE AEROSPACE	6,003	$2M	0.4%	HOLD
34	IDVISHARES TR	37,244	$2M	0.4%	TRIM −3%
35	VRIGINVESCO ACTIVELY MANAGED EXC	62,983	$2M	0.4%	TRIM −15%
36	UNPUNION PAC CORP	6,075	$1M	0.4%	HOLD
37	ABTABBOTT LABS	14,100	$1M	0.4%	TRIM −3%
38	AMATAPPLIED MATLS INC	4,171	$1M	0.4%	HOLD
39	MDYSPDR S&P MIDCAP 400 ETF TR	2,148	$1M	0.3%	HOLD
40	INTCINTEL CORP	29,522	$1M	0.3%	HOLD
41	EFAISHARES TR	13,190	$1M	0.3%	HOLD
42	RTXRTX CORPORATION	6,558	$1M	0.3%	HOLD
43	VVISA INC	4,168	$1M	0.3%	HOLD
44	HUBBHUBBELL INC	2,525	$1M	0.3%	HOLD
45	CSCOCISCO SYS INC	15,456	$1M	0.3%	HOLD
46	AXPAMERICAN EXPRESS CO	3,628	$1M	0.3%	HOLD
47	WMTWALMART INC	8,820	$1M	0.3%	TRIM −4%
48	BRK.BBERKSHIRE HATHAWAY INC DEL	2,268	$1M	0.3%	HOLD
49	TSLATESLA INC	2,870	$1M	0.3%	HOLD
50	CVXCHEVRON CORP NEW	4,952	$1M	0.3%	TRIM −9%
51	XLKSELECT SECTOR SPDR TR	7,504	$997,282	0.3%	HOLD
52	GEVGE VERNOVA INC	1,141	$995,979	0.3%	HOLD
53	VGTVANGUARD WORLD FD	1,404	$979,599	0.2%	ADD 10%
54	MAMASTERCARD INCORPORATED	1,923	$960,846	0.2%	HOLD
55	ACWIISHARES TR	6,731	$931,368	0.2%	TRIM −2%
56	JMSTJ P MORGAN EXCHANGE TRADED F	15,563	$793,402	0.2%	TRIM −32%
57	CATCATERPILLAR INC	1,114	$789,225	0.2%	TRIM −16%
58	COFCAPITAL ONE FINL CORP	4,255	$776,240	0.2%	HOLD
59	KRKROGER CO	10,543	$762,891	0.2%	HOLD
60	QLTAISHARES TR	15,900	$756,681	0.2%	HOLD
61	VXFVANGUARD INDEX FDS	3,605	$741,909	0.2%	HOLD
62	SPGIS&P GLOBAL INC	1,735	$737,965	0.2%	ADD 6%
63	TAT&T INC	24,721	$716,661	0.2%	HOLD
64	COSTCOSTCO WHSL CORP NEW	717	$714,440	0.2%	HOLD
65	SHMSPDR SERIES TRUST	14,851	$710,323	0.2%	HOLD
66	ORCLORACLE CORP	4,597	$676,265	0.2%	TRIM −3%
67	KLACKLA CORP	456	$671,419	0.2%	HOLD
68	HDHOME DEPOT INC	2,011	$661,398	0.2%	TRIM −2%
69	WFCWELLS FARGO CO NEW	8,185	$651,608	0.2%	HOLD
70	AMDADVANCED MICRO DEVICES INC	3,179	$646,704	0.2%	HOLD
71	JPIBJ P MORGAN EXCHANGE TRADED F	12,622	$603,584	0.2%	TRIM −9%
72	UNHUNITEDHEALTH GROUP INC	2,211	$598,274	0.2%	HOLD
73	EEMISHARES TR	10,400	$590,616	0.2%	HOLD
74	TGTTARGET CORP	4,803	$582,124	0.1%	HOLD
75	NFLXNETFLIX INC	5,929	$570,073	0.1%	ADD 6%
76	BACBANK AMERICA CORP	11,635	$567,206	0.1%	TRIM −3%
77	TERTERADYNE INC	1,905	$564,756	0.1%	HOLD
78	ADIANALOG DEVICES INC	1,765	$561,517	0.1%	HOLD
79	MUMICRON TECHNOLOGY INC	1,632	$551,355	0.1%	TRIM −2%
80	DELLDELL TECHNOLOGIES INC	3,336	$547,538	0.1%	HOLD
81	CRMSALESFORCE INC	2,706	$505,129	0.1%	ADD 3%
82	PMPHILIP MORRIS INTL INC	2,916	$482,131	0.1%	HOLD
83	VZVERIZON COMMUNICATIONS INC	9,377	$470,726	0.1%	HOLD
84	NEENEXTERA ENERGY INC	4,912	$456,227	0.1%	HOLD
85	ADPAUTOMATIC DATA PROCESSING IN	2,208	$448,621	0.1%	TRIM −13%
86	PGPROCTER AND GAMBLE CO	3,088	$446,031	0.1%	TRIM −8%
87	SCHDSCHWAB STRATEGIC TR	14,501	$444,891	0.1%	HOLD
88	HPEHEWLETT PACKARD ENTERPRISE C	18,630	$443,580	0.1%	ADD 11%
89	AONAON PLC	1,352	$436,399	0.1%	HOLD
90	ETNEATON CORP PLC	1,205	$430,992	0.1%	HOLD
91	EXIISHARES TR	2,375	$429,899	0.1%	HOLD
92	AMPAMERIPRISE FINL INC	938	$416,847	0.1%	HOLD
93	IBMINTERNATIONAL BUSINESS MACHS	1,633	$395,823	0.1%	ADD 56%
94	MCOMOODYS CORP	890	$388,263	0.1%	HOLD
95	COPCONOCOPHILLIPS	2,854	$376,728	0.1%	ADD 3%
96	MCDMCDONALDS CORP	1,199	$372,637	0.1%	TRIM −14%
97	PLDPROLOGIS INC.	2,806	$370,897	0.1%	HOLD
98	CBCHUBB LIMITED	1,134	$369,605	0.1%	ADD 16%
99	AMGNAMGEN INC	1,031	$362,757	0.1%	ADD 8%
100	WMWASTE MGMT INC DEL	1,564	$359,391	0.1%	HOLD
101	MSMORGAN STANLEY	2,180	$358,763	0.1%	HOLD
102	GMGENERAL MTRS CO	4,809	$358,271	0.1%	HOLD
103	ISRGINTUITIVE SURGICAL INC	761	$350,813	0.1%	ADD 3%
104	PLTRPALANTIR TECHNOLOGIES INC	2,310	$337,907	0.1%	HOLD
105	PEPPEPSICO INC	2,150	$333,874	0.1%	TRIM −11%
106	TMOTHERMO FISHER SCIENTIFIC INC	676	$332,275	0.1%	HOLD
107	ACGLARCH CAP GROUP LTD	3,388	$325,214	0.1%	HOLD
108	CMECME GROUP INC	1,099	$324,590	0.1%	ADD 29%
109	APOAPOLLO GLOBAL MGMT INC	2,905	$323,675	0.1%	ADD 4%
110	LOWLOWES COS INC	1,323	$312,598	0.1%	TRIM −20%
111	KMIKINDER MORGAN INC DEL	9,232	$309,549	0.1%	TRIM −24%
112	DUKDUKE ENERGY CORP NEW	2,231	$292,127	0.1%	HOLD
113	PRUPRUDENTIAL FINL INC	2,953	$288,479	0.1%	HOLD
114	ICEINTERCONTINENTAL EXCHANGE IN	1,827	$287,351	0.1%	HOLD
115	MPWRMONOLITHIC PWR SYS INC	257	$280,991	0.1%	ADD 13%
116	GSGOLDMAN SACHS GROUP INC	331	$280,023	0.1%	HOLD
117	GLWCORNING INC	2,017	$274,251	0.1%	NEW
118	DGRWWISDOMTREE TR	3,091	$271,513	0.1%	NEW
119	PANWPALO ALTO NETWORKS INC	1,682	$269,659	0.1%	ADD 37%
120	TXNTEXAS INSTRS INC	1,377	$267,331	0.1%	HOLD
121	ADBEADOBE INC	1,094	$265,930	0.1%	HOLD
122	VGITVANGUARD SCOTTSDALE FDS	4,458	$265,474	0.1%	TRIM −7%
123	MRVLMARVELL TECHNOLOGY INC	2,644	$261,888	0.1%	ADD 10%
124	CMICUMMINS INC	478	$257,173	0.1%	HOLD
125	SCHWSCHWAB CHARLES CORP	2,732	$256,753	0.1%	HOLD
126	WMBWILLIAMS COS INC	3,512	$255,603	0.1%	HOLD
127	CVSCVS HEALTH CORP	3,556	$255,392	0.1%	HOLD
128	SNPSSYNOPSYS INC	636	$252,161	0.1%	TRIM −7%
129	METMETLIFE INC	3,557	$251,551	0.1%	HOLD
130	QCOMQUALCOMM INC	1,944	$250,349	0.1%	TRIM −2%
131	ROSTROSS STORES INC	1,154	$249,991	0.1%	HOLD
132	DISDISNEY WALT CO	2,561	$246,829	0.1%	HOLD
133	CTASCINTAS CORP	1,430	$241,870	0.1%	HOLD
134	AEPAMERICAN ELEC PWR CO INC	1,821	$238,697	0.1%	HOLD
135	DHRDANAHER CORP DEL	1,258	$238,517	0.1%	HOLD
136	GARPISHARES TR	3,707	$237,137	0.1%	NEW
137	VMCVULCAN MATLS CO	859	$233,906	0.1%	HOLD
138	SYKSTRYKER CORPORATION	707	$232,313	0.1%	HOLD
139	INTUINTUIT	520	$224,838	0.1%	HOLD
140	LRCXLAM RESEARCH CORP	1,051	$224,557	0.1%	NEW
141	CRWDCROWDSTRIKE HLDGS INC	568	$221,753	0.1%	HOLD
142	FCXFREEPORT MCMORAN INC	3,722	$218,779	0.1%	NEW
143	IXNISHARES TR	2,157	$215,635	0.1%	HOLD
144	UBERUBER TECHNOLOGIES INC	2,976	$214,063	0.1%	ADD 13%
145	HCAHCA HEALTHCARE INC	452	$213,904	0.1%	HOLD
146	JPSTJ P MORGAN EXCHANGE TRADED F	4,115	$208,260	0.1%	HOLD
147	NSCNORFOLK SOUTHN CORP	723	$207,501	0.1%	TRIM −3%
148	MCHPMICROCHIP TECHNOLOGY INC.	3,197	$206,558	0.1%	HOLD
149	LLOEWS CORP	1,923	$205,261	0.1%	TRIM −3%
150	VOVANGUARD INDEX FDS	712	$204,472	0.1%	HOLD
151	SDVYFIRST TR EXCHANGE TRADED FD	5,158	$203,380	0.1%	NEW
152	SYFSYNCHRONY FINANCIAL	2,985	$203,040	0.1%	ADD 2%
153	ALLALLSTATE CORP	976	$202,364	0.1%	HOLD
154	RCLROYAL CARIBBEAN GROUP	732	$201,432	0.1%	NEW
155	IGSBISHARES TR	3,830	$201,305	0.1%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VVVANGUARD INDEX FDS

187K

190K

209K

210K

186K

191K

$57M

VTEBVANGUARD MUN BD FDS

812K

813K

855K

897K

874K

896K

$45M

PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

—

1.6M

1.7M

$45M

VXUSVANGUARD STAR FDS

599K

580K

439K

441K

371K

372K

$29M

AGGISHARES TR

514K

521K

553K

554K

282K

262K

$26M

IJRISHARES TR

243K

246K

153K

151K

133K

134K

$17M

SPYSTATE STR SPDR S&P 500 ETF T

24K

23K

24K

23K

21K

22K

$14M

VGKVANGUARD INTL EQUITY INDEX F

—

148K

149K

164K

165K

$14M

EMREMERSON ELEC CO

—

103K

$14M

EVSMMORGAN STANLEY ETF TRUST

—

191K

200K

$10M

VWOVANGUARD INTL EQUITY INDEX F

139K

137K

131K

132K

124K

$7M

XOMEXXON MOBIL CORP

25K

26K

25K

27K

23K

$4M

AAPLAPPLE INC

14K

13K

12K

$3M

GOOGALPHABET INC

11K

12K

10K

$3M

ABBVABBVIE INC

14K

13K

$3M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Sunflower Bank, N.A.

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 155 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Sunflower Bank, N.A.