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☆Sunflower Bank, N.A.

CIK 0001818759 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.686
AUM ($M)
418
Positions
159
Turnover
0.06
Top-10 wt
66%
Herfindahl
0.061
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 168 positions · portfolio value $418M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VV funds › VANGUARD LARGE-CAP ETF TRIM — 15.3% +0.7% 63.8 185,626 -5,410 5 —
☆PYLD funds › PIMCO TRUST MULTISECTOR BOND ET ADD — 10.8% -0.6% 45.1 1,702,327 +2,669 3 —
☆VTEB funds › VANGUARD MUN BD FD INC TAX EXEM TRIM — 10.2% -1.2% 42.5 840,472 -55,768 5 —
☆VXUS funds › VANGUARD STAR FUNDS VANGUARD TO TRIM — 7.2% -0.1% 30.3 353,954 -17,757 5 —
☆AGG funds › ISHARES CORE U.S. AGGREGATE BO TRIM — 5.9% -0.7% 24.7 249,745 -11,774 5 —
☆IJR funds › ISHARES CORE S&P SMALL CAP ETF TRIM — 4.6% +0.4% 19.4 130,919 -3,159 5 —
☆EMR funds › EMERSON ELECTRIC CO ADD — 3.5% +0.1% 14.8 103,337 +73 5 —
☆VGK funds › VANGUARD INTL EQUITY INDEX FUND TRIM — 3.5% -0.0% 14.4 163,190 -2,258 5 —
☆SPY funds › SPDR S&P 500 ETF TR TR UNIT TRIM — 2.4% -1.2% 10.1 13,528 -8,282 5 —
☆EVSM funds › EATON VANCE SHORT DURATION MUNI TRIM — 2.4% -0.2% 9.9 196,868 -2,652 3 —
☆VWO funds › VANGUARD FTSE EMERGING MARKETS TRIM — 1.7% +0.0% 7.2 120,768 -2,994 5 —
☆INTC funds › INTEL CORP TRIM — 1.0% +0.6% 4.0 28,876 -646 5 —
☆AAPL funds › APPLE INC COMMON TRIM — 0.8% +0.0% 3.6 12,270 -202 5 —
☆GOOG funds › ALPHABET INC CAP STK CLASS C TRIM — 0.8% +0.1% 3.4 9,713 -216 5 —
☆ABBV funds › ABBVIE INC ADD — 0.8% +0.1% 3.3 13,106 +135 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.7% -0.3% 3.1 22,750 -633 5 —
☆NVDA funds › NVIDIA CORP TRIM — 0.7% +0.0% 3.0 14,816 -252 5 —
☆AMAT funds › APPLIED MATERIALS INC TRIM — 0.7% +0.3% 2.9 4,068 -103 5 —
☆AVGO funds › BROADCOM INC ADD — 0.7% +0.2% 2.8 7,463 +1,731 5 —
☆IVV funds › ISHARES CORE S&P 500 ETF ADD — 0.7% +0.0% 2.8 3,681 +2 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.6% -0.0% 2.6 10,403 +60 5 —
☆GOOGL funds › ALPHABET INC CLASS A TRIM — 0.6% +0.0% 2.6 7,357 -572 5 —
☆AMZN funds › AMAZON.COM INC ADD — 0.6% +0.1% 2.6 11,021 +249 5 —
☆AGZ funds › ISHARES AGENCY BOND ETF HOLD — 0.6% -0.0% 2.5 23,035 +0 5 —
☆GNMA funds › ISHARES GNMA BOND ETF HOLD — 0.6% -0.0% 2.4 55,380 +0 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.6% -0.0% 2.4 6,529 -29 5 —
☆LLY funds › LILLY ELI & COMMON ADD — 0.6% +0.1% 2.3 1,952 +31 5 —
☆KO funds › COCA-COLA CO TRIM — 0.5% -0.0% 2.3 27,940 -247 5 —
☆SPSM funds › SPDR PORTFOLIO S&P 600 SMALL CA TRIM — 0.5% +0.1% 2.3 39,241 -397 5 —
☆GE funds › GE AEROSPACE TRIM — 0.5% +0.1% 2.2 5,917 -86 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.5% +0.0% 2.2 6,671 +274 5 —
☆MU funds › MICRON TECHNOLOGY INC COMMON ADD — 0.5% +0.4% 2.2 1,870 +238 5 —
☆MRK funds › MERCK & CO INC NEW ADD — 0.5% +0.0% 2.0 15,623 +195 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 0.5% +0.3% 2.0 3,430 +251 5 —
☆IWM funds › ISHARES RUSSELL 2000 TRIM — 0.5% -0.0% 1.9 6,338 -1,200 5 —
☆SJNK funds › SPDR BARCLAYS SHORT TERM HIGH Y ADD — 0.5% -0.0% 1.9 75,246 +169 5 —
☆CSCO funds › CISCO SYSTEMS INC TRIM — 0.4% +0.1% 1.8 15,426 -30 5 —
☆META funds › META PLATFORMS INC. TRIM — 0.4% -0.0% 1.7 3,102 -38 5 —
☆UNP funds › UNION PACIFIC CORP ADD — 0.4% +0.0% 1.7 6,147 +72 5 —
☆V funds › VISA COMMON CL A ADD — 0.4% +0.0% 1.6 4,524 +356 5 —
☆IDV funds › ISHS INTL SEL DV ETF TRIM — 0.4% -0.0% 1.5 36,571 -673 5 —
☆MDY funds › SPDR S&P MIDCAP 400 ETF TR HOLD — 0.4% +0.0% 1.5 2,148 +0 5 —
☆DELL funds › DELL TECHNOLOGIES INC TRIM — 0.3% +0.2% 1.4 3,306 -30 5 —
☆VRIG funds › INVESCO AC VAR ETF TRIM — 0.3% -0.1% 1.4 56,664 -6,319 5 —
☆XLK funds › TECH SELECT SEC SPDR TRIM — 0.3% +0.1% 1.4 7,347 -157 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL CLAS ADD — 0.3% +0.1% 1.4 2,776 +508 5 —
☆EFA funds › ISHARES MSCI EAFE HOLD — 0.3% +0.0% 1.4 13,190 +0 5 —
☆KLAC funds › KLA CORPORATION COM NEW ADD — 0.3% +0.2% 1.3 4,454 +3,998 5 —
☆HUBB funds › HUBBELL INC NPV HOLD — 0.3% -0.0% 1.3 2,525 +0 5 —
☆GEV funds › GE VERNOVA TRIM — 0.3% +0.1% 1.3 1,101 -40 5 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.3% -0.1% 1.3 13,987 -113 5 —
☆RTX funds › RAYTHEON TECHNOLOGIES CORP TRIM — 0.3% -0.0% 1.2 6,493 -65 5 —
☆AXP funds › AMERICAN EXPRESS COMMON TRIM — 0.3% +0.0% 1.2 3,621 -7 5 —
☆TSLA funds › TESLA MTRS INC ADD — 0.3% +0.0% 1.2 2,898 +28 5 —
☆CAT funds › CATERPILLAR INC. TRIM — 0.3% +0.1% 1.2 1,107 -7 5 —
☆MA funds › MASTERCARD CL A ADD — 0.2% -0.0% 1.0 1,974 +51 5 —
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 0.2% +0.1% 1.0 2,426 +215 5 —
☆VGT funds › VANGUARD INFORMATION TECHNOLOGY ADD — 0.2% -0.0% 1.0 8,383 +6,979 4 —
☆WMT funds › WAL-MART STORES COMMON TRIM — 0.2% -0.1% 1.0 8,399 -421 5 —
☆VXF funds › VANGUARD INDEX FUNDS VANGUARD E HOLD — 0.2% +0.0% 0.9 3,605 +0 5 —
☆COF funds › CAPITAL ONE FINL CORP COMMON TRIM — 0.2% +0.0% 0.9 4,242 -13 5 —
☆TER funds › TERADYNE INC TRIM — 0.2% +0.1% 0.8 1,714 -191 4 —
☆ORCL funds › ORACLE CORP ADD — 0.2% +0.0% 0.8 5,431 +834 5 —
☆CVX funds › CHEVRON CORP TRIM — 0.2% -0.1% 0.8 4,745 -207 5 —
☆HPE funds › HEWLETT PACKARD ENTERPRISE COMM TRIM — 0.2% +0.1% 0.8 17,135 -1,495 5 —
☆MRVL funds › MARVELL TECHNOLOGY INC TRIM — 0.2% +0.1% 0.8 2,558 -86 5 —
☆QLTA funds › ISHARES AAA-A RATED CORP BOND E HOLD — 0.2% -0.0% 0.8 15,900 +0 5 —
☆HD funds › THE HOME DEPOT INC ADD — 0.2% +0.0% 0.8 2,141 +130 5 —
☆ADI funds › ANALOG DEVICES INC ADD — 0.2% +0.0% 0.7 1,831 +66 5 —
☆COST funds › COSTCO WHOLESALE CORP NEW COMMO ADD — 0.2% -0.0% 0.7 764 +47 5 —
☆SHM funds › SPDR SER TR NUVEEN BLOOMBERG BA HOLD — 0.2% -0.0% 0.7 14,851 +0 5 —
☆EEM funds › ISHARES MSCI EMERG HOLD — 0.2% +0.0% 0.7 10,400 +0 5 —
☆BAC funds › BANK AMER CORP COMMON ADD — 0.2% +0.0% 0.7 12,404 +769 5 —
☆WFC funds › WELLS FARGO & CO ADD — 0.2% +0.0% 0.7 8,459 +274 5 —
☆SPGI funds › S&P GLOBAL INC COM TRIM — 0.2% -0.0% 0.7 1,707 -28 5 —
☆TGT funds › TARGET CORP ADD — 0.2% +0.0% 0.6 4,929 +126 5 —
☆KR funds › KROGER CO HOLD — 0.1% -0.1% 0.6 10,543 +0 5 —
☆PM funds › PHILIP MORRIS INTL INC COMMON ADD — 0.1% +0.0% 0.5 2,969 +53 5 —
☆T funds › AT&T INC TRIM — 0.1% -0.1% 0.5 24,230 -491 5 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.1% +0.0% 0.5 3,384 +296 5 —
☆CRM funds › SALESFORCE INC ADD — 0.1% -0.0% 0.5 3,122 +416 5 —
☆ETN funds › EATON CORP PLC TRIM — 0.1% +0.0% 0.5 1,138 -67 5 —
☆GLW funds › CORNING INC. COMMON TRIM — 0.1% +0.0% 0.5 1,897 -120 2 —
☆JPIB funds › JP MORGAN INTL BOND OPPORTUNITI TRIM — 0.1% -0.0% 0.5 9,551 -3,071 5 —
☆SCHD funds › SCHWAB STRATEGIC US DIVIDEND EQ HOLD — 0.1% -0.0% 0.5 14,501 +0 5 —
☆MS funds › MORGAN STANLEY ADD — 0.1% +0.0% 0.5 2,191 +11 5 —
☆AMP funds › AMERIPRISE FINL INC COMMON ADD — 0.1% +0.0% 0.5 996 +58 5 —
☆LRCX funds › LAM RESEARCH CORP COM TRIM — 0.1% +0.0% 0.4 1,035 -16 2 —
☆PANW funds › PALO ALTO NETWORKS INC COMMON TRIM — 0.1% +0.0% 0.4 1,307 -375 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING INC TRIM — 0.1% -0.0% 0.4 1,964 -244 5 —
☆NEE funds › NEXTERA ENERGY INC TRIM — 0.1% -0.0% 0.4 4,907 -5 5 —
☆TXN funds › TEXAS INSTRS INC COMMON ADD — 0.1% +0.0% 0.4 1,434 +57 5 —
☆AON funds › AON PLC TRIM — 0.1% -0.0% 0.4 1,276 -76 5 —
☆NFLX funds › NETFLIX INC COMMON TRIM — 0.1% -0.0% 0.4 5,906 -23 5 —
☆QCOM funds › QUALCOMM INC COMMON ADD — 0.1% +0.0% 0.4 2,238 +294 5 —
☆CRWD funds › CROWDSTRIKE HOLDINGS INC CL A TRIM — 0.1% +0.0% 0.4 539 -29 5 —
☆MCO funds › MOODYS CORP ADD — 0.1% -0.0% 0.4 908 +18 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC COMM ADD — 0.1% -0.0% 0.4 9,587 +210 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC CO ADD — 0.1% +0.0% 0.4 796 +120 5 —
☆GM funds › GENERAL MTRS CO ADD — 0.1% +0.0% 0.4 5,106 +297 5 —
☆PLD funds › PROLOGIS INC ADD — 0.1% -0.0% 0.4 2,892 +86 5 —
☆CVS funds › CVS HEALTH CORPORATION ADD — 0.1% +0.0% 0.4 3,603 +47 3 —
☆LOW funds › LOWES COS INC COMMON ADD — 0.1% +0.0% 0.4 1,650 +327 5 —
☆DDOG funds › DATADOG INC CL A NEW — 0.1% +0.1% 0.4 1,389 +1,389 1 —
☆GS funds › GOLDMAN SACHS GROUP INC COMMON ADD — 0.1% +0.0% 0.4 354 +23 5 —
☆CB funds › CHUBB LIMITED COM NPV TRIM — 0.1% -0.0% 0.4 1,028 -106 5 —
☆WM funds › WASTE MGMT INC DEL COMMON TRIM — 0.1% -0.0% 0.3 1,557 -7 3 —
☆APO funds › APOLLO GLOBAL MGMT INC ADD — 0.1% -0.0% 0.3 2,911 +6 5 —
☆MPWR funds › MONOLITHIC POWER SYSTEMS INC TRIM — 0.1% +0.0% 0.3 242 -15 4 —
☆PEP funds › PEPSICO INC ADD — 0.1% -0.0% 0.3 2,453 +303 5 —
☆SNPS funds › SYNOPSYS INC ADD — 0.1% +0.0% 0.3 739 +103 5 —
☆ACGL funds › ARCH CAPITAL GROUP LTD TRIM — 0.1% -0.0% 0.3 3,368 -20 5 —
☆PRU funds › PRUDENTIAL FINL INC ADD — 0.1% +0.0% 0.3 2,968 +15 5 —
☆AMGN funds › AMGEN INC TRIM — 0.1% -0.0% 0.3 882 -149 5 —
☆MCHP funds › MICROCHIP TECHNOLOGY INC ADD — 0.1% +0.0% 0.3 3,488 +291 5 —
☆MET funds › METLIFE INC COMMON ADD — 0.1% +0.0% 0.3 3,712 +155 5 —
☆CMI funds › CUMMINS INC TRIM — 0.1% +0.0% 0.3 439 -39 3 —
☆COP funds › CONOCOPHILLIPS ADD — 0.1% -0.0% 0.3 2,998 +144 4 —
☆DHR funds › DANAHER CORP COMMON ADD — 0.1% +0.0% 0.3 1,614 +356 5 —
☆MCD funds › MCDONALDS CORP COMMON TRIM — 0.1% -0.0% 0.3 1,105 -94 5 —
☆KMI funds › KINDER MORGAN INC DEL COMMON ADD — 0.1% -0.0% 0.3 9,275 +43 5 —
☆ON funds › ON SEMICONDUCTOR CORP NEW — 0.1% +0.1% 0.3 3,120 +3,120 1 —
☆DUK funds › DUKE ENERGY CORP NEW COMMON NEW ADD — 0.1% -0.0% 0.3 2,238 +7 3 —
☆SCHW funds › SCHWAB CHARLES CORP NEW ADD — 0.1% +0.0% 0.3 2,998 +266 5 —
☆DIS funds › WALT DISNEY COMMON ADD — 0.1% +0.0% 0.3 2,870 +309 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHINES TRIM — 0.1% -0.0% 0.3 964 -669 5 —
☆JMST funds › JPMORGAN ULTRA-SHORT MUNICIPAL TRIM — 0.1% -0.1% 0.3 5,313 -10,250 5 —
☆WMB funds › WILLIAMS COS INC DEL ADD — 0.1% -0.0% 0.3 3,578 +66 3 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.1% -0.0% 0.3 2,264 -46 5 —
☆ISRG funds › INTUITIVE SURGICAL INC COM NEW TRIM — 0.1% -0.0% 0.3 650 -111 5 —
☆ROST funds › ROSS STORES INC COM ADD — 0.1% -0.0% 0.3 1,201 +47 3 —
☆VMC funds › VULCAN MATERIALS CO TRIM — 0.1% +0.0% 0.3 850 -9 5 —
☆VRT funds › VERTIV HOLDINGS CO NEW — 0.1% +0.1% 0.2 743 +743 1 —
☆AEP funds › AMERICAN ELEC PWR CO INC COMMON TRIM — 0.1% -0.0% 0.2 1,808 -13 3 —
☆VGIT funds › VANGUARD INTM-TERM GOVT BOND FU TRIM — 0.1% -0.0% 0.2 4,169 -289 5 —
☆FTNT funds › FORTINET INC COM NEW — 0.1% +0.1% 0.2 1,550 +1,550 1 —
☆CTAS funds › CINTAS CORP TRIM — 0.1% -0.0% 0.2 1,391 -39 5 —
☆ALL funds › ALLSTATE CORP ADD — 0.1% +0.0% 0.2 989 +13 3 —
☆ADBE funds › ADOBE INC ADD — 0.1% -0.0% 0.2 1,133 +39 5 —
☆QQQ funds › INVESCO QQQ TRUST SERIES 1 NEW — 0.1% +0.1% 0.2 314 +314 1 —
☆FCX funds › FREEPORT-MCMORAN INC TRIM — 0.1% -0.0% 0.2 3,650 -72 2 —
☆VO funds › VANGUARD IND FD MID-CAP ETF ADD — 0.1% +0.0% 0.2 2,848 +2,136 4 —
☆NSC funds › NORFOLK SOUTHERN CORP TRIM — 0.1% +0.0% 0.2 720 -3 4 —
☆SYK funds › STRYKER CORP ADD — 0.1% -0.0% 0.2 714 +7 5 —
☆ANET funds › ARISTA NETWORKS INC NEW — 0.1% +0.1% 0.2 1,311 +1,311 1 —
☆RCL funds › ROYAL CARIBBEAN CRUISES LTD SHS TRIM — 0.1% +0.0% 0.2 698 -34 2 —
☆ICE funds › INTERCONTINENTALEXCHANGE GROUP TRIM — 0.1% -0.0% 0.2 1,791 -36 5 —
☆PAYX funds › PAYCHEX COMMON NEW — 0.1% +0.1% 0.2 2,242 +2,242 1 —
☆SYF funds › SYNCHRONY FINL COM TRIM — 0.1% +0.0% 0.2 2,895 -90 4 —
☆FFIV funds › F5 NETWORKS INC NEW — 0.1% +0.1% 0.2 525 +525 1 —
☆L funds › LOEWS CORP TRIM — 0.1% -0.0% 0.2 1,906 -17 3 —
☆MBB funds › iShares MBS NEW — 0.1% +0.1% 0.2 2,281 +2,281 1 —
☆URI funds › UNITED RENTALS INC NEW — 0.1% +0.1% 0.2 189 +189 1 —
☆CDNS funds › CADENCE DESIGN SYSTEMS INC NEW — 0.1% +0.1% 0.2 565 +565 1 —
☆JPST funds › JP MORGAN ULTRA SHORT INC ETF HOLD — 0.0% -0.0% 0.2 4,115 +0 5 —
☆LIN funds › LINDE PLC COM NEW — 0.0% +0.0% 0.2 401 +401 1 —
☆MDLZ funds › MONDELEZ INTL INC CLASS A NEW — 0.0% +0.0% 0.2 3,551 +3,551 1 —
☆UBER funds › UBER TECHNOLOGIES INC COM TRIM — 0.0% -0.0% 0.2 2,823 -153 5 —
☆IGSB funds › ISHARES SHORT-TERM CORPORATE BD HOLD — 0.0% -0.0% 0.2 3,830 +0 5 —
☆EXI funds › ISHARES S&P GLO INDS EXIT — 0.0% -0.1% 0.0 0 -2,375 0 —
☆ACWI funds › ISHARES TR MSCI EXIT — 0.0% -0.2% 0.0 0 -6,731 0 —
☆DGRW funds › WISDOMTREE TR US QUALITY DIVIDE EXIT — 0.0% -0.1% 0.0 0 -3,091 0 —
☆IXN funds › ISHARES S&P GLOB TECH SECTOR ID EXIT — 0.0% -0.1% 0.0 0 -2,157 0 —
☆CME funds › CME GROUP INC EXIT — 0.0% -0.1% 0.0 0 -1,099 0 —
☆SDVY funds › FIRST TR EXCHANGE-TRADED FD VI EXIT — 0.0% -0.1% 0.0 0 -5,158 0 —
☆GARP funds › ISHARES TR MSCI USA QUALITY EXIT — 0.0% -0.1% 0.0 0 -3,707 0 —
☆INTU funds › INTUIT EXIT — 0.0% -0.1% 0.0 0 -520 0 —
☆HCA funds › HCA HEALTHCARE, INC EXIT — 0.0% -0.1% 0.0 0 -452 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 418 159 0.06 66% 0.061 0.684 — in
2026Q1 392 155 0.03 69% 0.064 0.756 — in
2025Q4 397 154 0.17 68% 0.063 0.433 — in
2025Q3 411 148 0.06 68% 0.070 0.678 — in
2025Q2 395 137 0.10 70% 0.070 0.643 — entered
2025Q1 357 128 0.00 74% 0.075 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status