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Sunflower Bank, N.A.

Location
DALLAS, TX
Portfolio Value
Small $109,506,548
Diversification
Diversified
Filing Date
Global Rank
#5,411 / 8,605 ▲ 141 · as of Mar 2026
Top Industry
Specialty Industrial Machinery 16.2%
3Y Alpha vs SPY
-13.7%
Period ended 3 months ago
Filed Apr 10, 2026 · 3mo
24 quarters · since Jun 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+20.5%
SPY
+76.5%
Annualised alpha
-14.4%
Max drawdown
−22.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

116 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
13.0%
+0.0 pts
Top 5
33.2%
−0.7 pts
Top 10
43.8%
−0.6 pts
HHI
411
Jun 2023 → Mar 2026 · range 410 – 3,447
Diversified+2

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 20.7% $22,716,783
Industrials 20.5% $22,493,318
Unclassified 14.2% $15,508,714
Financial Services 12.7% $13,897,932
Healthcare 11.9% $13,003,900
Consumer Defensive 6.0% $6,561,258
Communication Services 5.6% $6,080,836
Consumer Cyclical 5.0% $5,466,730
Energy 1.8% $1,966,447
Utilities 0.9% $987,049
Basic Materials 0.4% $452,684
Real Estate 0.3% $370,897

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
4 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
4 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
116 positions · $109,506,548 total · as of Mar 31, 2026
Showing 1–50 of 116 positions by value · page 1 of 3
Ticker Company Shares Value (USD) % of Portfolio History