$459 Thousand is the total value of Sunflower Bank, N.A.'s 176 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 27.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ADM | Buy | ARCHER DANIELS MIDLAND COequities | $120,838 | -99.9% | 1,301,432 | +0.1% | 26.30% | +10.8% |
| SPSB | Buy | SPDR BARCLAYS BLOOMBERG ST BD Eequities | $46,319 | -99.9% | 1,576,560 | +11.8% | 10.08% | +7.9% |
| VV | Buy | VANGUARD LARGE-CAP ETFequities | $26,609 | -99.9% | 152,751 | +12.2% | 5.79% | +14.6% |
| VRIG | Buy | INVESCO AC VAR ETFequities | $16,548 | -99.9% | 669,670 | +0.1% | 3.60% | -3.6% |
| IDV | Buy | ISHS INTL SEL DV ETFequities | $6,530 | -99.9% | 240,428 | +9.6% | 1.42% | +26.9% |
| SJNK | Buy | SPDR BARCLAYS SHORT TERM HIGHIequities | $2,822 | -99.8% | 116,421 | +73.4% | 0.61% | +69.6% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CLASequities | $678 | -99.9% | 2,194 | +9.4% | 0.15% | +22.3% |
| INTC | Buy | INTEL CORPequities | $661 | -99.9% | 25,041 | +1.2% | 0.14% | 0.0% |
| SCHD | Buy | SCHWAB STRATEGIC US DIVIDEND EQequities | $556 | -99.8% | 7,364 | +81.6% | 0.12% | +98.4% |
| T | Buy | AT&T INCequities | $507 | -99.9% | 27,560 | +8.7% | 0.11% | +25.0% |
| TSLA | Buy | TESLA MTRS INCequities | $340 | -99.9% | 2,761 | +8.0% | 0.07% | -51.9% |
| CAT | New | CATERPILLAR INC.equities | $265 | – | 1,105 | +100.0% | 0.06% | – |
| SJM | New | JM SMUCKER CO/THE-NEW COMequities | $230 | – | 1,450 | +100.0% | 0.05% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHINESequities | $210 | – | 1,497 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ARCHER DANIELS MIDLAND CO | 14 | Q3 2023 | 26.3% |
| VANGUARD STAR FUNDS VANGUARD TO | 14 | Q3 2023 | 19.5% |
| SPDR BARCLAYS BLOOMBERG ST BD E | 14 | Q3 2023 | 18.9% |
| SPDR S&P 500 ETF TR TR UNIT | 14 | Q3 2023 | 14.1% |
| VANGUARD LARGE-CAP ETF | 14 | Q3 2023 | 8.1% |
| SPDR SER TR NUVEEN BLOOMBERG BA | 14 | Q3 2023 | 9.1% |
| JP MORGAN INTL BOND OPPORTUNITI | 14 | Q3 2023 | 5.0% |
| PROCTER & GAMBLE CO | 14 | Q3 2023 | 3.9% |
| VANGUARD INDEX FUNDS VANGUARD E | 14 | Q3 2023 | 5.4% |
| VANGUARD FTSE EMERGING MARKETS | 14 | Q3 2023 | 4.0% |
View Sunflower Bank, N.A.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-09-13 |
| 13F-HR | 2022-09-13 |
| 13F-HR | 2022-09-13 |
View Sunflower Bank, N.A.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.