Sunflower Bank, N.A.

CIK

1818759

Location

DALLAS, TX

Portfolio Value

Small $418,348,890

Diversification

Diversified

Files via

FIRST FOUNDATION ADVISORS

Filing Date

Global Rank

#4,290 / 8,793 ▼ 93 · as of Jun 2026

Top Industry

Semiconductors 14.0%

Period ended 3 months ago

Filed Aug 14, 2026 · 49d

25 quarters · since Jun 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

143 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.3%

−1.7 pts

Top 5

56.7%

−1.4 pts

Top 10

71.7%

−0.5 pts

HHI

747

Diversified−62

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	70.5%	$295,138,527	20
Technology	9.2%	$38,645,108	38
Industrials	6.2%	$25,772,411	14
Financial Services	3.6%	$15,247,342	24
Healthcare	3.5%	$14,448,301	12
Communication Services	2.3%	$9,413,786	6
Consumer Defensive	1.6%	$6,736,754	9
Consumer Cyclical	1.5%	$6,134,066	8
Energy	1.1%	$4,771,091	5
Utilities	0.2%	$961,325	3
Basic Materials	0.2%	$688,400	3
Real Estate	0.1%	$391,779	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
EDV	Vanguard World Funds Extended Duration ETF	+6,979	8,383	$1,001,936
KLAC	Kla Corp	+3,998	4,454	$1,343,816
BILZ	PIMCO Ultra Short Government Active ETF	+2,669	1,702,327	$45,145,711
AVGO	Broadcom Inc.	+1,731	7,463	$2,819,148
ORCL	Oracle Corp	+834	5,431	$795,912
BAC	Bank Of America Corp /De/	+769	12,404	$706,779
BRK-B	Berkshire Hathaway Inc	+508	2,776	$1,389,082
CRM	Salesforce, Inc.	+416	3,122	$489,091
DHR	Danaher Corp /De/	+356	1,614	$307,434
V	Visa Inc.	+356	4,524	$1,552,138
LOW	Lowes Companies Inc	+327	1,650	$363,808
DIS	Walt Disney Co	+309	2,870	$276,237
PEP	Pepsico Inc	+303	2,453	$332,136
GM	General Motors Co	+297	5,106	$393,570
PG	PROCTER & GAMBLE Co	+296	3,384	$496,229
QCOM	Qualcomm Inc/De	+294	2,238	$413,560
MCHP	Microchip Technology Inc	+291	3,488	$318,105
JPM	Jpmorgan Chase & Co	+274	6,671	$2,183,618
WFC	Wells Fargo & Company/Mn	+274	8,459	$699,051
SCHW	Schwab Charles Corp	+266	2,998	$276,625
AMD	Advanced Micro Devices Inc	+251	3,430	$1,992,520
AMZN	Amazon Com Inc	+249	11,021	$2,626,744
MU	Micron Technology Inc	+238	1,870	$2,158,522
UNH	Unitedhealth Group Inc	+215	2,426	$1,008,317
VZ	Verizon Communications Inc	+210	9,587	$405,913
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VCRM	Vanguard Core Tax-Exempt Bond ETF	−55,768	840,472	$42,511,072
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−29,493	485,490	$55,371,744
VXUS	Vanguard Total International Stock ETF	−17,757	353,954	$30,259,526
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−13,321	18,979	$940,848
SPY	Spdr S&P 500 ETF Trust	−8,282	13,528	$10,102,303
DVVY	Invesco Diversified Dividend Opportunities ETF	−6,319	56,664	$1,420,566
VEU	Vanguard FTSE All-World Ex-US ETF	−5,252	283,958	$21,657,483
VB	Vanguard Morningstar Small-Cap ETF	−3,274	188,474	$64,068,100
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	−2,652	196,868	$9,904,429
HPE	Hewlett Packard Enterprise Co	−1,495	17,135	$772,959
GOOGL	Alphabet Inc.	−788	17,070	$6,061,063
IBM	International Business Machines Corp	−669	964	$271,085
INTC	Intel Corp	−646	28,876	$4,031,955
XOM	ExxonMobil Holdings Corp	−633	22,750	$3,110,379
T	At&T Inc.	−491	24,230	$501,560
WMT	Walmart Inc.	−421	8,399	$951,270
PANW	Palo Alto Networks Inc	−375	1,307	$445,712
BNDW	Vanguard Total World Bond ETF	−289	4,169	$245,887
NVDA	Nvidia Corp	−252	14,816	$2,964,532
KO	Coca Cola Co	−247	27,940	$2,270,683
ADP	Automatic Data Processing Inc	−244	1,964	$439,837
—		−228	129,338	$4,858,836
CVX	Chevron Corp	−207	4,745	$786,531
AAPL	Apple Inc.	−202	12,270	$3,550,446
TER	Teradyne, Inc	−191	1,714	$829,301
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
DDOG	Datadog, Inc.	1,389	$361,640
ON	On Semiconductor Corp	3,120	$294,964
VRT	Vertiv Holdings Co	743	$248,771
FTNT	Fortinet, Inc.	1,550	$238,111
QQQ	Invesco Qqq Trust, Series 1	314	$231,229
ANET	Arista Networks, Inc.	1,311	$222,712
PAYX	Paychex Inc	2,242	$220,454
FFIV	F5, Inc.	525	$218,379
URI	United Rentals, Inc.	189	$214,116
CDNS	Cadence Design Systems Inc	565	$212,055
LIN	Linde PLC	401	$208,094
MDLZ	Mondelez International, Inc.	3,551	$205,389
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
CME	Cme Group Inc.	1,099	$324,589
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	3,091	$271,513
INTU	Intuit Inc.	520	$224,837
HCA	HCA Healthcare, Inc.	452	$213,904
AIRR	First Trust RBA American Industrial Renaissance ETF	5,158	$203,379
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

143 tracked positions · $418,348,890 total · filing declares 226 positions · $418,348,911 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 143 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Reduced	188,474	-3,274	$64,068,100	+12.1%	15.31%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	485,490	-29,493	$55,371,744	—	13.24%
BILZ	PIMCO Ultra Short Government Active ETF	Added	1,702,327	+2,669	$45,145,711	+1.4%	10.79%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Reduced	840,472	-55,768	$42,511,072	−4.9%	10.16%
VXUS	Vanguard Total International Stock ETF	Reduced	353,954	-17,757	$30,259,526	+5.6%	7.23%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	283,958	-5,252	$21,657,483	+6.5%	5.18%
EMR	Emerson Electric Co Industrials	Added	103,337	+73	$14,792,691	+9.3%	3.54%
SPY	Spdr S&P 500 ETF Trust	Reduced	13,528	-8,282	$10,102,303	−28.8%	2.41%
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	Reduced	196,868	-2,652	$9,904,429	−1.1%	2.37%
GOOGL	Alphabet Inc. Communication Services	Reduced	17,070	-788	$6,061,063	+18.2%	1.45%
		Reduced	129,338	-228	$4,858,836	+7.9%	1.16%
INTC	Intel Corp Technology	Reduced	28,876	-646	$4,031,955	+209.5%	0.96%
AAPL	Apple Inc. Technology	Reduced	12,270	-202	$3,550,446	+12.2%	0.85%
ABBV	AbbVie Inc. Healthcare	Added	13,106	+135	$3,297,993	+16.9%	0.79%
XOM	ExxonMobil Holdings Corp Energy	Reduced	22,750	-633	$3,110,379	−21.6%	0.74%
NVDA	Nvidia Corp Technology	Reduced	14,816	-252	$2,964,532	+12.8%	0.71%
AMAT	Applied Materials Inc /De Technology	Reduced	4,068	-103	$2,941,164	+106.3%	0.70%
AVGO	Broadcom Inc. Technology	Added	7,463	+1,731	$2,819,148	+58.9%	0.67%
JNJ	Johnson & Johnson Healthcare	Added	10,403	+60	$2,642,049	+4.5%	0.63%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,021	+249	$2,626,744	+17.1%	0.63%
		Held	55,380	0	$2,449,457	−0.2%	0.59%
MSFT	Microsoft Corp Technology	Reduced	6,529	-29	$2,435,446	+0.3%	0.58%
LLY	ELI LILLY & Co Healthcare	Added	1,952	+31	$2,341,286	+32.5%	0.56%
KO	Coca Cola Co Consumer Defensive	Reduced	27,940	-247	$2,270,683	+5.9%	0.54%
GE	General Electric Co Industrials	Reduced	5,917	-86	$2,211,359	+29.8%	0.53%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,671	+274	$2,183,618	+16.0%	0.52%
MU	Micron Technology Inc Technology	Added	1,870	+238	$2,158,522	+291.5%	0.52%
MRK	Merck & Co., Inc. Healthcare	Added	15,623	+195	$2,007,555	+8.2%	0.48%
AMD	Advanced Micro Devices Inc Technology	Added	3,430	+251	$1,992,520	+208.1%	0.48%
CSCO	Cisco Systems, Inc. Technology	Reduced	15,426	-30	$1,811,937	+51.1%	0.43%
META	Meta Platforms, Inc. Communication Services	Reduced	3,102	-38	$1,747,325	−2.7%	0.42%
UNP	Union Pacific Corp Industrials	Added	6,147	+72	$1,671,984	+13.4%	0.40%
V	Visa Inc. Financial Services	Added	4,524	+356	$1,552,138	+23.2%	0.37%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	2,148	0	$1,510,773	+14.0%	0.36%
DELL	Dell Technologies Inc. Technology	Reduced	3,306	-30	$1,426,406	+160.5%	0.34%
DVVY	Invesco Diversified Dividend Opportunities ETF	Reduced	56,664	-6,319	$1,420,566	−9.9%	0.34%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	7,347	-157	$1,399,750	+40.4%	0.33%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,776	+508	$1,389,082	+27.8%	0.33%
KLAC	Kla Corp Technology	Added	4,454	+3,998	$1,343,816	+100.1%	0.32%
HUBB	Hubbell Inc Industrials	Held	2,525	0	$1,321,080	+6.6%	0.32%
GEV	GE Vernova Inc. Industrials	Reduced	1,101	-40	$1,293,520	+29.9%	0.31%
ABT	Abbott Laboratories Healthcare	Reduced	13,987	-113	$1,269,179	−12.3%	0.30%
RTX	RTX Corp Industrials	Reduced	6,493	-65	$1,231,916	−2.6%	0.29%
AXP	American Express Co Financial Services	Reduced	3,621	-7	$1,224,802	+11.6%	0.29%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,898	+28	$1,218,898	+14.2%	0.29%
CAT	Caterpillar Inc Industrials	Reduced	1,107	-7	$1,178,843	+49.4%	0.28%
MA	Mastercard Inc Financial Services	Added	1,974	+51	$1,013,846	+5.5%	0.24%
UNH	Unitedhealth Group Inc Healthcare	Added	2,426	+215	$1,008,317	+68.5%	0.24%
EDV	Vanguard World Funds Extended Duration ETF	Added	8,383	+6,979	$1,001,936	+718.2%	0.24%
WMT	Walmart Inc. Consumer Defensive	Reduced	8,399	-421	$951,270	−13.2%	0.23%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.