Sunflower Bank, N.A.

CIK

1818759

Location

DALLAS, TX

Portfolio Value

Small $166,201,781

Diversification

Diversified

Files via

FIRST FOUNDATION ADVISORS

Filing Date

Global Rank

#4,833 / 8,517 ▲ 276

Top Industry

Semiconductors 14.0%

3Y Alpha vs SPY

-4.9%

Period ended 47 days ago

Filed Aug 14, 2026 · 2d

25 quarters · since Jun 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+55.7%

SPY

+76.6%

Annualised alpha

-5.0%

Max drawdown

−16.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

18.2%

−1.4 pts

Top 5

39.3%

−5.4 pts

Top 10

48.8%

−5.1 pts

HHI

525

Diversified−105

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	25.9%	$42,991,418	5
Technology	23.3%	$38,645,108	38
Industrials	15.5%	$25,772,411	14
Financial Services	9.2%	$15,247,342	24
Healthcare	8.7%	$14,448,301	12
Communication Services	5.7%	$9,413,786	6
Consumer Defensive	4.1%	$6,736,754	9
Consumer Cyclical	3.7%	$6,134,066	8
Energy	2.9%	$4,771,091	5
Utilities	0.6%	$961,325	3
Basic Materials	0.4%	$688,400	3
Real Estate	0.2%	$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
KLAC	Kla Corp	+3,998	4,454	$1,343,816
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
V	Visa Inc.	+356	4,524	$1,552,138
DHR	Danaher Corp /De/	+356	1,614	$307,434
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
MRK	Merck & Co., Inc.	+195	15,623	$2,007,555
MET	Metlife Inc	+155	3,712	$314,072
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VXUS	Vanguard Total International Stock ETF	−17,757	353,954	$30,259,526
SPY	Spdr S&P 500 ETF Trust	−8,282	13,528	$10,102,303
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
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
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
UBER	Uber Technologies, Inc	−153	2,823	$203,707
AMGN	Amgen Inc	−149	882	$319,389
GLW	Corning Inc /Ny	−120	1,897	$484,550
ABT	Abbott Laboratories	−113	13,987	$1,269,179
ISRG	Intuitive Surgical Inc	−111	650	$258,492
CB	Chubb Ltd	−106	1,028	$350,280
AMAT	Applied Materials Inc /De	−103	4,068	$2,941,164
MCD	Mcdonalds Corp	−94	1,105	$298,692
SYF	Synchrony Financial	−90	2,895	$220,164
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

3 positions

Ticker	Company	Shares	Value
CME	Cme Group Inc.	1,099	$324,589
INTU	Intuit Inc.	520	$224,837
HCA	HCA Healthcare, Inc.	452	$213,904
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

128 tracked positions · $166,201,781 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 128 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VXUS	Vanguard Total International Stock ETF	Reduced	353,954	-17,757	$30,259,526	+5.6%	18.21%
EMR	Emerson Electric Co Industrials	Added	103,337	+73	$14,792,691	+9.3%	8.90%
SPY	Spdr S&P 500 ETF Trust	Reduced	13,528	-8,282	$10,102,303	−28.8%	6.08%
GOOGL	Alphabet Inc. Communication Services	Reduced	17,070	-788	$6,061,063	+18.2%	3.65%
INTC	Intel Corp Technology	Reduced	28,876	-646	$4,031,955	+209.5%	2.43%
AAPL	Apple Inc. Technology	Reduced	12,270	-202	$3,550,446	+12.2%	2.14%
ABBV	AbbVie Inc. Healthcare	Added	13,106	+135	$3,297,993	+16.9%	1.98%
XOM	ExxonMobil Holdings Corp Energy	Reduced	22,750	-633	$3,110,379	−21.6%	1.87%
NVDA	Nvidia Corp Technology	Reduced	14,816	-252	$2,964,532	+12.8%	1.78%
AMAT	Applied Materials Inc /De Technology	Reduced	4,068	-103	$2,941,164	+106.3%	1.77%
AVGO	Broadcom Inc. Technology	Added	7,463	+1,731	$2,819,148	+58.9%	1.70%
JNJ	Johnson & Johnson Healthcare	Added	10,403	+60	$2,642,049	+4.5%	1.59%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,021	+249	$2,626,744	+17.1%	1.58%
MSFT	Microsoft Corp Technology	Reduced	6,529	-29	$2,435,446	+0.3%	1.47%
LLY	ELI LILLY & Co Healthcare	Added	1,952	+31	$2,341,286	+32.5%	1.41%
KO	Coca Cola Co Consumer Defensive	Reduced	27,940	-247	$2,270,683	+5.9%	1.37%
GE	General Electric Co Industrials	Reduced	5,917	-86	$2,211,359	+29.8%	1.33%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,671	+274	$2,183,618	+16.0%	1.31%
MU	Micron Technology Inc Technology	Added	1,870	+238	$2,158,522	+291.5%	1.30%
MRK	Merck & Co., Inc. Healthcare	Added	15,623	+195	$2,007,555	+8.2%	1.21%
AMD	Advanced Micro Devices Inc Technology	Added	3,430	+251	$1,992,520	+208.1%	1.20%
CSCO	Cisco Systems, Inc. Technology	Reduced	15,426	-30	$1,811,937	+51.1%	1.09%
META	Meta Platforms, Inc. Communication Services	Reduced	3,102	-38	$1,747,325	−2.7%	1.05%
UNP	Union Pacific Corp Industrials	Added	6,147	+72	$1,671,984	+13.4%	1.01%
V	Visa Inc. Financial Services	Added	4,524	+356	$1,552,138	+23.2%	0.93%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	2,148	0	$1,510,773	+14.0%	0.91%
DELL	Dell Technologies Inc. Technology	Reduced	3,306	-30	$1,426,406	+160.5%	0.86%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,776	+508	$1,389,082	+27.8%	0.84%
KLAC	Kla Corp Technology	Added	4,454	+3,998	$1,343,816	+100.1%	0.81%
HUBB	Hubbell Inc Industrials	Held	2,525	0	$1,321,080	+6.6%	0.79%
GEV	GE Vernova Inc. Industrials	Reduced	1,101	-40	$1,293,520	+29.9%	0.78%
ABT	Abbott Laboratories Healthcare	Reduced	13,987	-113	$1,269,179	−12.3%	0.76%
RTX	RTX Corp Industrials	Reduced	6,493	-65	$1,231,916	−2.6%	0.74%
AXP	American Express Co Financial Services	Reduced	3,621	-7	$1,224,802	+11.6%	0.74%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,898	+28	$1,218,898	+14.2%	0.73%
CAT	Caterpillar Inc Industrials	Reduced	1,107	-7	$1,178,843	+49.4%	0.71%
MA	Mastercard Inc Financial Services	Added	1,974	+51	$1,013,846	+5.5%	0.61%
UNH	Unitedhealth Group Inc Healthcare	Added	2,426	+215	$1,008,317	+68.5%	0.61%
WMT	Walmart Inc. Consumer Defensive	Reduced	8,399	-421	$951,270	−13.2%	0.57%
VXF	Vanguard Extended Market ETF	Held	3,605	0	$887,587	+19.6%	0.53%
COF	Capital One Financial Corp Financial Services	Reduced	4,242	-13	$851,030	+9.6%	0.51%
TER	Teradyne, Inc Technology	Reduced	1,714	-191	$829,301	+46.8%	0.50%
ORCL	Oracle Corp Technology	Added	5,431	+834	$795,912	+17.7%	0.48%
CVX	Chevron Corp Energy	Reduced	4,745	-207	$786,531	−23.2%	0.47%
HPE	Hewlett Packard Enterprise Co Technology	Reduced	17,135	-1,495	$772,959	+74.3%	0.47%
MRVL	Marvell Technology, Inc. Technology	Reduced	2,558	-86	$762,002	+191.0%	0.46%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,141	+130	$755,087	+14.2%	0.45%
ADI	Analog Devices Inc Technology	Added	1,831	+66	$727,218	+29.5%	0.44%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	764	+47	$714,698	+0.0%	0.43%
BAC	Bank Of America Corp /De/ Financial Services	Added	12,404	+769	$706,779	+24.6%	0.43%

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.