Sunflower Bank, N.A.

CIK 0001818759 · Q1 2026

13F Equity AUM

$392.4M

-1.1% QoQ

Positions

155

+1 QoQ

AUM Rank

#5,021

Top 40%

Skill Alpha (FF)

-4.5%/yr

Underperformer

Rank #7,252 · Top 88%

vs S&P -11.1%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 51.2%Top 10: 68.5%Top 20: 76.7%

VV14.6%

VTEB11.4%

PYLD11.3%

VXUS7.3%

AGG6.6%

IJR4.3%

SPY3.6%

VGK3.5%

EMR3.5%

EVSM2.5%

Others (145)31.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services77.5%

Technology5.9%

Industrials5.5%

Healthcare3.3%

Communication Services2.3%

Other5.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 155Median: 0.14%Avg: 0.65%

0–0.5%

131(21.0%)

0.5–1%

12(7.8%)

1–3%

3(5.3%)

3–5%

4(14.8%)

5%+

5(51.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 155Unique: 0vs 20 funds

2.1%Low

155

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

BANK OF AMERICA CORP /DE/

3.2%

3.1%

3.6%

3.6%

VANGUARD CAPITAL MANAGEMENT LLC

3.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

4.1%

GEODE CAPITAL MANAGEMENT, LLC

3.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New7Increased59Decreased67Exited6

New Positions

GLW0.1%

+2K

DGRW0.1%

+3K

LRCX0.1%

+1K

FCX0.1%

+4K

GARP0.1%

+4K

SDVY0.1%

+5K

RCL0.1%

+732

Increased

PYLD11.3%

+81K(+5%)

VTEB11.4%

+22K(+3%)

EVSM2.5%

+9K(+5%)

VV14.6%

+5K(+3%)

HPE0.1%

+2K(+11%)

VGK3.5%

+2K(+1%)

AVGO0.5%

+817(+17%)

IJR4.3%

+790(+1%)

GOOGL0.6%

+640(+9%)

IBM0.1%

+588(+56%)

Decreased

AGG6.6%

-20,348(-7%)

VRIG0.4%

-11,298(-15%)

JMST0.2%

-7,455(-32%)

XOM1.0%

-4,074(-15%)

SPSM0.5%

-2,947(-7%)

KMI0.1%

-2,930(-24%)

SJNK0.5%

-2,382(-3%)

IDV*0.4%

-1,337(-3%)

JPIB0.1%

-1,304(-9%)

KO0.6%

-1,071(-4%)

Exited

-11,611

-303

-917

-150

-3,695

-1,846

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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