Filed: 4/14/2025ACC: 0001818759-25-000005
📋 What this filing means
SUNFLOWER BANK, N.A. filed this quarterly 13F‑HR report disclosing 128 equity positions with a total reported market value of $356.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
128
Positions
$356.74M
Total AUM (reported)
4.19M
Total Shares
Allocation by class
EQUITIES$356.74M100.0%
Portfolio Concentration
Top 3$140.60M39.4%
4–10$123.74M34.7%
11–25$34.04M9.5%
Rest$58.35M16.4%
Top 3 weight
39.4%
Top 10 weight
74.1%
Voting Authority Distribution
Total shares with voting rights: 4.19M
Sole
Full voting authority
4.17M
shares
% of voting shares99.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
13.83K
shares
% of voting shares0.3%
Investment Discretion (by position count)
Sole64
Shared0
Other64
Dominant voting typeSole · 99.7% of voting shares
Institutional Holdings128
Rows:
ISHARES CORE U.S. AGGREGATE BO
DFNDShares521.09K
TypeSH
Market value$51.55M
14.45%
Sole
518.29K
Shared
0.00
None
2.80K
VANGUARD LARGE-CAP ETF
DFNDShares189.55K
TypeSH
Market value$48.72M
13.66%
Sole
189.55K
Shared
0.00
None
0.00
VANGUARD MUN BD FD INC TAX EXEM
DFNDShares812.89K
TypeSH
Market value$40.34M
11.31%
Sole
812.89K
Shared
0.00
None
0.00
VANGUARD STAR FUNDS VANGUARD TO
DFNDShares580.21K
TypeSH
Market value$36.03M
10.10%
Sole
580.21K
Shared
0.00
None
0.00
ISHARES CORE S&P SMALL CAP ETF
DFNDShares245.85K
TypeSH
Market value$25.71M
7.21%
Sole
245.28K
Shared
0.00
None
577.00
PROCTER & GAMBLE CO
SOLEShares109.78K
TypeSH
Market value$18.71M
5.24%
Sole
109.78K
Shared
0.00
None
0.00
INVESCO AC VAR ETF
DFNDShares535.14K
TypeSH
Market value$13.42M
3.76%
Sole
531.62K
Shared
0.00
None
3.52K
SPDR S&P 500 ETF TR TR UNIT
DFNDShares23.42K
TypeSH
Market value$13.10M
3.67%
Sole
23.42K
Shared
0.00
None
0.00
JPMORGAN ULTRA-SHORT MUNICIPAL
DFNDShares207.69K
TypeSH
Market value$10.56M
2.96%
Sole
207.69K
Shared
0.00
None
0.00
VANGUARD FTSE EMERGING MARKETS
DFNDShares137.23K
TypeSH
Market value$6.21M
1.74%
Sole
137.01K
Shared
0.00
None
218.00
EXXON MOBIL CORP
DFNDShares25.77K
TypeSH
Market value$3.06M
0.86%
Sole
25.72K
Shared
0.00
None
48.00
APPLE INC COMMON
DFNDShares13.79K
TypeSH
Market value$3.06M
0.86%
Sole
13.72K
Shared
0.00
None
68.00
ABBVIE INC
DFNDShares13.76K
TypeSH
Market value$2.88M
0.81%
Sole
13.73K
Shared
0.00
None
34.00
MICROSOFT CORP
DFNDShares7.36K
TypeSH
Market value$2.76M
0.77%
Sole
7.32K
Shared
0.00
None
42.00
ISHARES AGENCY BOND ETF
SOLEShares23.04K
TypeSH
Market value$2.52M
0.71%
Sole
23.04K
Shared
0.00
None
0.00
ISHARES GNMA BOND ETF
SOLEShares55.38K
TypeSH
Market value$2.43M
0.68%
Sole
55.38K
Shared
0.00
None
0.00
ISHARES CORE S&P 500 ETF
SOLEShares3.79K
TypeSH
Market value$2.13M
0.60%
Sole
3.79K
Shared
0.00
None
0.00
AMAZON.COM INC
DFNDShares11.02K
TypeSH
Market value$2.10M
0.59%
Sole
10.96K
Shared
0.00
None
64.00
NVIDIA CORP
DFNDShares18.96K
TypeSH
Market value$2.06M
0.58%
Sole
18.84K
Shared
0.00
None
122.00
COCA-COLA CO
DFNDShares27.85K
TypeSH
Market value$1.99M
0.56%
Sole
27.85K
Shared
0.00
None
0.00
SPDR BARCLAYS SHORT TERM HIGH Y
DFNDShares76.82K
TypeSH
Market value$1.93M
0.54%
Sole
73.51K
Shared
0.00
None
3.31K
ABBOTT LABORATORIES
DFNDShares14.36K
TypeSH
Market value$1.90M
0.53%
Sole
14.31K
Shared
0.00
None
49.00
ALPHABET INC CAP STK CLASS C
DFNDShares11.41K
TypeSH
Market value$1.78M
0.50%
Sole
11.36K
Shared
0.00
None
47.00
JOHNSON & JOHNSON
DFNDShares10.60K
TypeSH
Market value$1.76M
0.49%
Sole
10.58K
Shared
0.00
None
15.00
META PLATFORMS INC.
DFNDShares2.88K
TypeSH
Market value$1.66M
0.47%
Sole
2.87K
Shared
0.00
None
13.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CORE U.S. AGGREGATE BODFND | Equities | 521.09K | SH | $51.55M 14.45% | 518.29K | 0.00 | 2.80K |
VANGUARD LARGE-CAP ETFDFND | Equities | 189.55K | SH | $48.72M 13.66% | 189.55K | 0.00 | 0.00 |
VANGUARD MUN BD FD INC TAX EXEMDFND | Equities | 812.89K | SH | $40.34M 11.31% | 812.89K | 0.00 | 0.00 |
VANGUARD STAR FUNDS VANGUARD TODFND | Equities | 580.21K | SH | $36.03M 10.10% | 580.21K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFDFND | Equities | 245.85K | SH | $25.71M 7.21% | 245.28K | 0.00 | 577.00 |
PROCTER & GAMBLE COSOLE | Equities | 109.78K | SH | $18.71M 5.24% | 109.78K | 0.00 | 0.00 |
INVESCO AC VAR ETFDFND | Equities | 535.14K | SH | $13.42M 3.76% | 531.62K | 0.00 | 3.52K |
SPDR S&P 500 ETF TR TR UNITDFND | Equities | 23.42K | SH | $13.10M 3.67% | 23.42K | 0.00 | 0.00 |
JPMORGAN ULTRA-SHORT MUNICIPALDFND | Equities | 207.69K | SH | $10.56M 2.96% | 207.69K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETSDFND | Equities | 137.23K | SH | $6.21M 1.74% | 137.01K | 0.00 | 218.00 |
EXXON MOBIL CORPDFND | Equities | 25.77K | SH | $3.06M 0.86% | 25.72K | 0.00 | 48.00 |
APPLE INC COMMONDFND | Equities | 13.79K | SH | $3.06M 0.86% | 13.72K | 0.00 | 68.00 |
ABBVIE INCDFND | Equities | 13.76K | SH | $2.88M 0.81% | 13.73K | 0.00 | 34.00 |
MICROSOFT CORPDFND | Equities | 7.36K | SH | $2.76M 0.77% | 7.32K | 0.00 | 42.00 |
ISHARES AGENCY BOND ETFSOLE | Equities | 23.04K | SH | $2.52M 0.71% | 23.04K | 0.00 | 0.00 |
ISHARES GNMA BOND ETFSOLE | Equities | 55.38K | SH | $2.43M 0.68% | 55.38K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | Equities | 3.79K | SH | $2.13M 0.60% | 3.79K | 0.00 | 0.00 |
AMAZON.COM INCDFND | Equities | 11.02K | SH | $2.10M 0.59% | 10.96K | 0.00 | 64.00 |
NVIDIA CORPDFND | Equities | 18.96K | SH | $2.06M 0.58% | 18.84K | 0.00 | 122.00 |
COCA-COLA CODFND | Equities | 27.85K | SH | $1.99M 0.56% | 27.85K | 0.00 | 0.00 |
SPDR BARCLAYS SHORT TERM HIGH YDFND | Equities | 76.82K | SH | $1.93M 0.54% | 73.51K | 0.00 | 3.31K |
ABBOTT LABORATORIESDFND | Equities | 14.36K | SH | $1.90M 0.53% | 14.31K | 0.00 | 49.00 |
ALPHABET INC CAP STK CLASS CDFND | Equities | 11.41K | SH | $1.78M 0.50% | 11.36K | 0.00 | 47.00 |
JOHNSON & JOHNSONDFND | Equities | 10.60K | SH | $1.76M 0.49% | 10.58K | 0.00 | 15.00 |
META PLATFORMS INC.DFND | Equities | 2.88K | SH | $1.66M 0.47% | 2.87K | 0.00 | 13.00 |
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