Sunflower Bank, N.A. Portfolio Holdings by Sector

Sunflower Bank, N.A.

$395 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VV AGG VTEB VXUS IJR SPY VRIG VGK 31 stocks	$285,115 72.23% of portfolio	12	12	3	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$17,494 4.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials EMR GE ETN 3 stocks	$15,780 4.0% of portfolio	2	1	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO INTC AMD ADI QCOM TXN MRVL 10 stocks	$6,956 1.76% of portfolio	9	1	3	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV JNJ LLY MRK AMGN 5 stocks	$6,945 1.76% of portfolio	1	4	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL ADBE PLTR SNPS CRWD PANW 7 stocks	$6,382 1.62% of portfolio	6	1	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG GOOGL 3 stocks	$5,773 1.46% of portfolio	3	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V AXP MA COF 4 stocks	$4,648 1.18% of portfolio	2	2	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$3,374 0.85% of portfolio	1	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC BAC 3 stocks	$3,133 0.79% of portfolio	3	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,735 0.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$2,318 0.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT SYK 2 stocks	$2,275 0.58% of portfolio	2	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$2,208 0.56% of portfolio	1	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST TGT 3 stocks	$2,063 0.52% of portfolio	3	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM INTU FICO UBER 4 stocks	$1,769 0.45% of portfolio	3	1	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI MCO ICE 3 stocks	$1,748 0.44% of portfolio	1	2	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO HPE 2 stocks	$1,387 0.35% of portfolio	2	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$1,373 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B ACGL 2 stocks	$1,355 0.34% of portfolio	2	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA GM 2 stocks	$1,302 0.33% of portfolio	1	1	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ TMUS 3 stocks	$1,219 0.31% of portfolio	2	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP PAYX 2 stocks	$1,146 0.29% of portfolio	2	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$1,115 0.28% of portfolio	2	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$1,096 0.28% of portfolio	1	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials HUBB 1 stocks	$1,031 0.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT KLAC 2 stocks	$1,005 0.25% of portfolio	2	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$970 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services AMP APO 2 stocks	$931 0.24% of portfolio	-	2	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON MMC 2 stocks	$859 0.22% of portfolio	2	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS GS SCHW 3 stocks	$798 0.2% of portfolio	-	3	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$756 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN IBM 2 stocks	$702 0.18% of portfolio	-	2	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$588 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services PRU MET 2 stocks	$585 0.15% of portfolio	1	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR TMO 2 stocks	$558 0.14% of portfolio	-	2	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy KMI WMB 2 stocks	$533 0.14% of portfolio	2	-	1	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$502 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$501 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$492 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL 1 stocks	$410 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$376 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE 1 stocks	$352 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$337 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$325 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD 1 stocks	$283 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$257 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI 1 stocks	$229 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$225 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials VMC 1 stocks	$222 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical RCL 1 stocks	$208 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts

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Sunflower Bank, N.A. Portfolio Holdings by Sector

Sunflower Bank, N.A.

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