Sunflower Bank, N.A. reported 124 positions worth $123.21M for the quarter ended Jun 30, 2026, up 21.2% on the prior quarter. It opened 11 new positions, added to 55, trimmed 56 and exited 3. Its largest holding is Emerson Electric Co at 12% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| AVGO Broadcom Inc. | +1,731 +30.2% | $653.89K | 2.29% |
| DDOG Datadog, Inc. | +1,389 | $361.64K | 0.294% |
| ON On Semiconductor Corp | +3,120 | $294.97K | 0.239% |
| MU Micron Technology Inc | +238 +14.6% | $274.72K | 1.75% |
| BRK-B Berkshire Hathaway Inc | +508 +22.4% | $254.20K | 1.13% |
| VRT Vertiv Holdings Co | +743 | $248.77K | 0.202% |
| FTNT Fortinet, Inc. | +1,550 | $238.11K | 0.193% |
| ANET Arista Networks, Inc. | +1,311 | $222.71K | 0.181% |
| PAYX Paychex Inc | +2,242 | $220.46K | 0.179% |
| FFIV F5, Inc. | +525 | $218.38K | 0.177% |
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| CME Cme Group Inc. | -1,099 -100.0% | $324.59K | Exited |
| INTU Intuit Inc. | -520 -100.0% | $224.84K | Exited |
| HCA HCA Healthcare, Inc. | -452 -100.0% | $213.90K | Exited |
| GOOGL Alphabet Inc. | -572 -7.2% | $204.42K | 2.13% |
| IBM International Business Machines Corp | -669 -41.0% | $188.13K | 0.22% |
| PANW Palo Alto Networks Inc | -375 -22.3% | $127.88K | 0.362% |
| TER Teradyne, Inc | -191 -10.0% | $92.41K | 0.673% |
| INTC Intel Corp | -646 -2.2% | $90.20K | 3.27% |
| XOM ExxonMobil Holdings Corp | -633 -2.7% | $86.54K | 2.52% |
| GOOG Alphabet Inc. | -216 -2.2% | $76.32K | 2.79% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| DDOG Datadog, Inc. | +1,389 | $361.64K | 0.294% |
| ON On Semiconductor Corp | +3,120 | $294.97K | 0.239% |
| VRT Vertiv Holdings Co | +743 | $248.77K | 0.202% |
| FTNT Fortinet, Inc. | +1,550 | $238.11K | 0.193% |
| ANET Arista Networks, Inc. | +1,311 | $222.71K | 0.181% |
| PAYX Paychex Inc | +2,242 | $220.46K | 0.179% |
| FFIV F5, Inc. | +525 | $218.38K | 0.177% |
| URI United Rentals, Inc. | +189 | $214.12K | 0.174% |
| CDNS Cadence Design Systems Inc | +565 | $212.06K | 0.172% |
| LIN Linde Plc | +401 | $208.10K | 0.169% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | EMR Emerson Electric Co | Industrials | 103.3K | $14.79M | 12.01% | +73 | +0.1% | Added | 0.02% |
| 2 | INTC Intel Corp | Technology | 28.9K | $4.03M | 3.27% | -646 | -2.2% | Reduced | 0% |
| 3 | AAPL Apple Inc. | Technology | 12.3K | $3.55M | 2.88% | -202 | -1.6% | Reduced | 0% |
| 4 | GOOG Alphabet Inc. | Technology | 9,713 | $3.43M | 2.79% | -216 | -2.2% | Reduced | 0% |
| 5 | ABBV AbbVie Inc. | Healthcare | 13.1K | $3.30M | 2.68% | +135 | +1.0% | Added | 0% |
| 6 | XOM ExxonMobil Holdings Corp | Energy | 22.8K | $3.11M | 2.52% | -633 | -2.7% | Reduced | 0% |
| 7 | NVDA Nvidia Corp | Technology | 14.8K | $2.96M | 2.41% | -252 | -1.7% | Reduced | 0% |
| 8 | AMAT Applied Materials Inc | Technology | 4,068 | $2.94M | 2.39% | -103 | -2.5% | Reduced | 0% |
| 9 | AVGO Broadcom Inc. | Technology | 7,463 | $2.82M | 2.29% | +1,731 | +30.2% | Added | 0% |
| 10 | JNJ Johnson & Johnson | Healthcare | 10.4K | $2.64M | 2.14% | +60 | +0.6% | Added | 0% |
| 11 | GOOGL Alphabet Inc. | Technology | 7,357 | $2.63M | 2.13% | -572 | -7.2% | Reduced | 0% |
| 12 | AMZN Amazon Com Inc | Consumer Discretionary | 11.0K | $2.63M | 2.13% | +249 | +2.3% | Added | 0% |
| 13 | MSFT Microsoft Corp | Technology | 6,529 | $2.44M | 1.98% | -29 | -0.4% | Reduced | 0% |
| 14 | LLY ELI LILLY & Co | Healthcare | 1,952 | $2.34M | 1.9% | +31 | +1.6% | Added | 0% |
| 15 | KO Coca Cola Co | Consumer Staples | 27.9K | $2.27M | 1.84% | -247 | -0.9% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Sunflower Bank, N.A.
As of its Q2 2026 13F filing, Sunflower Bank, N.A.’s five largest positions were Emerson Electric Co (EMR) at 12.0%, Intel Corp (INTC) at 3.3%, Apple Inc. (AAPL) at 2.9%, Alphabet Inc. (GOOG) at 2.8%, AbbVie Inc. (ABBV) at 2.7% of the reported portfolio.
Sunflower Bank, N.A. reported a 13F portfolio worth $123.21M across 124 positions for Q2 2026. That is up 21.2% from the previous quarter.
Its largest purchases by value were Broadcom Inc. ($653.89K), Datadog, Inc. ($361.64K), On Semiconductor Corp ($294.97K). It opened 11 new positions.
Its largest sales by value were Cme Group Inc. ($324.59K), Intuit Inc. ($224.84K), HCA Healthcare, Inc. ($213.90K). It exited 3 positions entirely.
From the Form 13F-HR reports Sunflower Bank, N.A. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.