Filed: 1/13/2025ACC: 0001818759-25-000002
📋 What this filing means
SUNFLOWER BANK, N.A. filed this quarterly 13F‑HR report disclosing 127 equity positions with a total reported market value of $359.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
127
Positions
$359.80M
Total AUM (reported)
4.17M
Total Shares
Allocation by class
EQUITIES$359.80M100.0%
Portfolio Concentration
Top 3$140.96M39.2%
4–10$124.53M34.6%
11–25$34.68M9.6%
Rest$59.62M16.6%
Top 3 weight
39.2%
Top 10 weight
73.8%
Voting Authority Distribution
Total shares with voting rights: 4.17M
Sole
Full voting authority
4.16M
shares
% of voting shares99.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
14.50K
shares
% of voting shares0.3%
Investment Discretion (by position count)
Sole62
Shared0
Other65
Dominant voting typeSole · 99.7% of voting shares
Institutional Holdings127
Rows:
VANGUARD LARGE-CAP ETF
DFNDShares187.06K
TypeSH
Market value$50.45M
14.02%
Sole
187.06K
Shared
0.00
None
0.00
ISHARES CORE U.S. AGGREGATE BO
DFNDShares514.04K
TypeSH
Market value$49.81M
13.84%
Sole
511.24K
Shared
0.00
None
2.80K
VANGUARD MUN BD FD INC TAX EXEM
DFNDShares811.86K
TypeSH
Market value$40.70M
11.31%
Sole
811.86K
Shared
0.00
None
0.00
VANGUARD STAR FUNDS VANGUARD TO
DFNDShares598.59K
TypeSH
Market value$35.28M
9.80%
Sole
598.59K
Shared
0.00
None
0.00
ISHARES CORE S&P SMALL CAP ETF
DFNDShares243K
TypeSH
Market value$28.00M
7.78%
Sole
242.36K
Shared
0.00
None
642.00
PROCTER & GAMBLE CO
SOLEShares109.59K
TypeSH
Market value$18.37M
5.11%
Sole
109.59K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR TR UNIT
DFNDShares23.56K
TypeSH
Market value$13.81M
3.84%
Sole
23.56K
Shared
0.00
None
0.00
INVESCO AC VAR ETF
DFNDShares528.67K
TypeSH
Market value$13.28M
3.69%
Sole
525.15K
Shared
0.00
None
3.52K
JPMORGAN ULTRA-SHORT MUNICIPAL
DFNDShares191.23K
TypeSH
Market value$9.70M
2.70%
Sole
191.23K
Shared
0.00
None
0.00
VANGUARD FTSE EMERGING MARKETS
DFNDShares138.57K
TypeSH
Market value$6.10M
1.70%
Sole
138.36K
Shared
0.00
None
218.00
APPLE INC COMMON
DFNDShares13.93K
TypeSH
Market value$3.49M
0.97%
Sole
13.85K
Shared
0.00
None
86.00
MICROSOFT CORP
DFNDShares7.39K
TypeSH
Market value$3.12M
0.87%
Sole
7.35K
Shared
0.00
None
42.00
EXXON MOBIL CORP
DFNDShares25.18K
TypeSH
Market value$2.71M
0.75%
Sole
25.13K
Shared
0.00
None
48.00
NVIDIA CORP
DFNDShares19K
TypeSH
Market value$2.55M
0.71%
Sole
18.87K
Shared
0.00
None
122.00
ISHARES AGENCY BOND ETF
SOLEShares23.04K
TypeSH
Market value$2.49M
0.69%
Sole
23.04K
Shared
0.00
None
0.00
ABBVIE INC
DFNDShares13.66K
TypeSH
Market value$2.43M
0.67%
Sole
13.62K
Shared
0.00
None
34.00
AMAZON.COM INC
DFNDShares10.94K
TypeSH
Market value$2.40M
0.67%
Sole
10.88K
Shared
0.00
None
64.00
ISHARES GNMA BOND ETF
SOLEShares55.38K
TypeSH
Market value$2.38M
0.66%
Sole
55.38K
Shared
0.00
None
0.00
ISHARES CORE S&P 500 ETF
SOLEShares3.72K
TypeSH
Market value$2.19M
0.61%
Sole
3.72K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CLASS C
DFNDShares11.42K
TypeSH
Market value$2.17M
0.60%
Sole
11.37K
Shared
0.00
None
47.00
SPDR BARCLAYS SHORT TERM HIGH Y
DFNDShares78.67K
TypeSH
Market value$1.99M
0.55%
Sole
75.01K
Shared
0.00
None
3.65K
COCA-COLA CO
DFNDShares27.50K
TypeSH
Market value$1.71M
0.48%
Sole
27.50K
Shared
0.00
None
0.00
ISHARES RUSSELL 2000
DFNDShares7.71K
TypeSH
Market value$1.70M
0.47%
Sole
7.71K
Shared
0.00
None
0.00
JP MORGAN INTL BOND OPPORTUNITI
SOLEShares35.63K
TypeSH
Market value$1.68M
0.47%
Sole
35.63K
Shared
0.00
None
0.00
META PLATFORMS INC.
DFNDShares2.86K
TypeSH
Market value$1.67M
0.47%
Sole
2.85K
Shared
0.00
None
13.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD LARGE-CAP ETFDFND | Equities | 187.06K | SH | $50.45M 14.02% | 187.06K | 0.00 | 0.00 |
ISHARES CORE U.S. AGGREGATE BODFND | Equities | 514.04K | SH | $49.81M 13.84% | 511.24K | 0.00 | 2.80K |
VANGUARD MUN BD FD INC TAX EXEMDFND | Equities | 811.86K | SH | $40.70M 11.31% | 811.86K | 0.00 | 0.00 |
VANGUARD STAR FUNDS VANGUARD TODFND | Equities | 598.59K | SH | $35.28M 9.80% | 598.59K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFDFND | Equities | 243K | SH | $28.00M 7.78% | 242.36K | 0.00 | 642.00 |
PROCTER & GAMBLE COSOLE | Equities | 109.59K | SH | $18.37M 5.11% | 109.59K | 0.00 | 0.00 |
SPDR S&P 500 ETF TR TR UNITDFND | Equities | 23.56K | SH | $13.81M 3.84% | 23.56K | 0.00 | 0.00 |
INVESCO AC VAR ETFDFND | Equities | 528.67K | SH | $13.28M 3.69% | 525.15K | 0.00 | 3.52K |
JPMORGAN ULTRA-SHORT MUNICIPALDFND | Equities | 191.23K | SH | $9.70M 2.70% | 191.23K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETSDFND | Equities | 138.57K | SH | $6.10M 1.70% | 138.36K | 0.00 | 218.00 |
APPLE INC COMMONDFND | Equities | 13.93K | SH | $3.49M 0.97% | 13.85K | 0.00 | 86.00 |
MICROSOFT CORPDFND | Equities | 7.39K | SH | $3.12M 0.87% | 7.35K | 0.00 | 42.00 |
EXXON MOBIL CORPDFND | Equities | 25.18K | SH | $2.71M 0.75% | 25.13K | 0.00 | 48.00 |
NVIDIA CORPDFND | Equities | 19K | SH | $2.55M 0.71% | 18.87K | 0.00 | 122.00 |
ISHARES AGENCY BOND ETFSOLE | Equities | 23.04K | SH | $2.49M 0.69% | 23.04K | 0.00 | 0.00 |
ABBVIE INCDFND | Equities | 13.66K | SH | $2.43M 0.67% | 13.62K | 0.00 | 34.00 |
AMAZON.COM INCDFND | Equities | 10.94K | SH | $2.40M 0.67% | 10.88K | 0.00 | 64.00 |
ISHARES GNMA BOND ETFSOLE | Equities | 55.38K | SH | $2.38M 0.66% | 55.38K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | Equities | 3.72K | SH | $2.19M 0.61% | 3.72K | 0.00 | 0.00 |
ALPHABET INC CAP STK CLASS CDFND | Equities | 11.42K | SH | $2.17M 0.60% | 11.37K | 0.00 | 47.00 |
SPDR BARCLAYS SHORT TERM HIGH YDFND | Equities | 78.67K | SH | $1.99M 0.55% | 75.01K | 0.00 | 3.65K |
COCA-COLA CODFND | Equities | 27.50K | SH | $1.71M 0.48% | 27.50K | 0.00 | 0.00 |
ISHARES RUSSELL 2000DFND | Equities | 7.71K | SH | $1.70M 0.47% | 7.71K | 0.00 | 0.00 |
JP MORGAN INTL BOND OPPORTUNITISOLE | Equities | 35.63K | SH | $1.68M 0.47% | 35.63K | 0.00 | 0.00 |
META PLATFORMS INC.DFND | Equities | 2.86K | SH | $1.67M 0.47% | 2.85K | 0.00 | 13.00 |
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