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Portfolio (Quarterly) Guide ↗

SOUTH PLAINS FINANCIAL, INC.

· CIK 0001163668
13F Portfolio $172M AUM 311 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 90 Added 51 Reduced 37 Exited
Page 2 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ORCL ORACLE CORP Technology 3,595.0 $529K 0.31% -243.0 -6.3% $147.11 +31.2%
22 PFE PFIZER INC Healthcare 14,247.0 $400K 0.23% -552.0 -3.7% $28.07 -7.9%
23 ADBE ADOBE INC Technology 1,508.0 $367K 0.21% -2K -50.5% $243.07 -1.1%
24 WFC WELLS FARGO & CO Financial Services 4,047.0 $322K 0.19% -200.0 -4.7% $79.61 -4.0%
25 AMAT APPLIED MATLS INC Technology 930.0 $318K 0.18% -2K -66.7% $341.78 +33.1%
26 LMT LOCKHEED MARTIN CORP Industrials 490.0 $296K 0.17% -52.0 -9.6% $604.38 -11.8%
27 WM WASTE MGMT INC DEL Industrials 1,260.0 $290K 0.17% -263.0 -17.3% $229.79 -5.2%
28 XLB SELECT SECTOR SPDR TR 4,504.0 $225K 0.13% -250.0 -5.3% $49.97 +2.1%
29 MDT MEDTRONIC PLC Healthcare 2,326.0 $202K 0.12% -198.0 -7.8% $86.65 -10.4%
30 FCX FREEPORT MCMORAN INC Basic Materials 3,228.0 $190K 0.11% -3K -44.8% $58.77 +9.5%
31 EMR EMERSON ELEC CO Industrials 1,447.0 $190K 0.11% -197.0 -12.0% $131.02 +7.6%
32 SBUX STARBUCKS CORP Consumer Cyclical 1,943.0 $174K 0.10% -1K -43.0% $89.59 +13.2%
33 SO SOUTHERN CO Utilities 1,605.0 $155K 0.09% -400.0 -19.9% $96.52 -2.5%
34 VZ VERIZON COMMUNICATIONS INC Communication Services 2,637.0 $132K 0.08% -137.0 -4.9% $50.20 -3.7%
35 TFC TRUIST FINL CORP Financial Services 2,060.0 $95K 0.06% -376.0 -15.4% $45.97 +5.9%
36 LOW LOWES COS INC Consumer Cyclical 393.0 $93K 0.05% -203.0 -34.1% $236.28 -10.2%
37 USB US BANCORP Financial Services 1,785.0 $93K 0.05% -45.0 -2.5% $52.00 +6.2%
38 GM GENERAL MTRS CO Consumer Cyclical 1,232.0 $92K 0.05% -969.0 -44.0% $74.50 +7.1%
39 GPC GENUINE PARTS CO Consumer Cyclical 775.0 $82K 0.05% -50.0 -6.1% $105.75 -8.2%
40 ALL ALLSTATE CORP Financial Services 341.0 $71K 0.04% -24.0 -6.6% $207.33 +2.6%
Page 2 of 3  ·  51 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.3%
Financial Services 14.2%
Industrials 12.2%
Healthcare 9.8%
Communication Services 9.5%
Consumer Cyclical 9.5%
Consumer Defensive 5.9%
Energy 5.2%
Utilities 1.5%
Real Estate 1.5%