Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SUNFLOWER BANK, NA WEALTH MANAGEMENT (CIK 1478417) reported $298.6M across 117 reported positions in its SEC 13F filing for 2020-09-30. Largest positions: SPY ($77.5M, 25.96%), AGG ($26.8M, 8.98%), PG ($21.6M, 7.22%), ABT ($13.0M, 4.35%), ACWI ($12.0M, 4.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TRUST | $77.5M | 25.96% | 231,423 | Trimmed |
| 2 | AGG | ISHARES CORE US AGGREGATE BOND ETF | $26.8M | 8.98% | 226,983 | Added |
| 3 | PG | PROCTER & GAMBLE CO | $21.6M | 7.22% | 155,140 | Trimmed |
| 4 | ABT | ABBOTT LABORATORIES | $13.0M | 4.35% | 119,278 | Hold |
| 5 | ACWI | ISHARES TR MSCI ACWI ETF | $12.0M | 4.04% | 150,755 | Trimmed |
| 6 | ABBV | ABBVIE INC COM | $11.0M | 3.70% | 125,941 | Trimmed |
| 7 | IGSB | ISHARES 1-3 YR CREDIT BOND ETF | $8.8M | 2.95% | 160,260 | Added |
| 8 | QCOM | QUALCOMM CORP | $8.8M | 2.93% | 74,457 | Trimmed |
| 9 | AAPL | APPLE INC | $5.9M | 1.97% | 50,740 | Added |
| 10 | KO | COCA-COLA CO | $5.4M | 1.82% | 109,935 | Added |
| 11 | IWM | ISHARES RUSSELL 2000 INDEX FUND | $5.1M | 1.70% | 33,935 | Trimmed |
| 12 | IAU | ISHARES GOLD TRUST | $4.7M | 1.57% | 261,458 | Added |
| 13 | MDY | SPDR S&P MIDCAP 400 ETF TRUST | $4.1M | 1.36% | 11,999 | Added |
| 14 | IEMG | ISHARES INC CORE MSCI EMKT | $3.9M | 1.32% | 74,512 | Added |
| 15 | LQD | ISHARES IBOXX INVT GRADE CORPORATE BOND | $3.8M | 1.26% | 27,948 | Added |
| 16 | XLV | HEALTH CARE SELECT SECTOR | $3.8M | 1.26% | 35,595 | Trimmed |
| 17 | IVV | ISHARES S&P 500 INDEX FUND | $3.3M | 1.12% | 9,916 | Added |
| 18 | EFA | MSCI EAFE INDEX ISHARES | $3.2M | 1.08% | 50,604 | Added |
| 19 | BRK/A | BERKSHIRE HATHAWAY INC CL A | $3.2M | 1.07% | 10 | Trimmed |
| 20 | IJR | ISHARES CORE S&P SMALL CAP ETF | $3.2M | 1.06% | 44,975 | Trimmed |
| 21 | QQQ | INVESCO QQQ TR UNIT SER 1 | $3.0M | 1.01% | 10,810 | Added |
| 22 | EEM | ISHARES MSCI EMERGING MARKETINDEX | $2.9M | 0.98% | 66,051 | Trimmed |
| 23 | JNJ | JOHNSON & JOHNSON | $2.2M | 0.74% | 14,802 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $2.1M | 0.72% | 10,220 | Trimmed |
| 25 | PFE | PFIZER INC | $1.8M | 0.62% | 50,104 | Trimmed |
Source: SEC Form 13F filings · as of 2020-09-30