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Portfolio (Quarterly) Guide ↗

SOUTH PLAINS FINANCIAL, INC.

· CIK 0001163668
13F Portfolio $186M AUM 298 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 34 Added 66 Reduced 19 Exited
Page 2 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CDNS CADENCE DESIGN SYSTEM INC Technology 3,340.0 $1.3M 0.67% -60.0 -1.8% $375.32 -9.3%
22 CSCO CISCO SYS INC Technology 10,492.0 $1.2M 0.66% -178.0 -1.7% $117.46 -6.4%
23 DE DEERE & CO Industrials 1,929.0 $1.2M 0.66% -41.0 -2.1% $634.32 -0.6%
24 PNC PNC FINL SVCS GROUP INC Financial Services 4,962.0 $1.2M 0.66% -139.0 -2.7% $246.22 -1.6%
25 CVX CHEVRON CORPORATION Energy 7,302.0 $1.2M 0.65% -121.0 -1.6% $165.76 +21.8%
26 VNQ VANGUARD INDEX FDS 12,270.0 $1.2M 0.64% -6K -32.1% $96.43 +0.8%
27 BAC BANK OF AMER CORP Financial Services 20,300.0 $1.2M 0.62% -648.0 -3.1% $56.97 +9.4%
28 BLK BLACKROCK INC Financial Services 1,190.0 $1.1M 0.61% -42.0 -3.4% $961.54 +21.1%
29 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,720.0 $1.0M 0.54% -40.0 -1.4% $370.58 -5.3%
30 DFAS DIMENSIONAL ETF TRUST 12,208.0 $1.0M 0.54% -155.0 -1.2% $82.34 -0.3%
31 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 777.0 $727K 0.39% -11.0 -1.4% $935.45 +1.1%
32 MCD MCDONALDS CORP Consumer Cyclical 2,538.0 $686K 0.37% -64.0 -2.5% $270.30 -2.0%
33 PSA PUBLIC STORAGE Real Estate 2,108.0 $671K 0.36% -330.0 -13.5% $318.29 -1.5%
34 UNP UNION PAC CORP Industrials 2,425.0 $660K 0.35% -61.0 -2.5% $272.00 +13.0%
35 NEE NEXTERA ENERGY INC Utilities 7,089.0 $622K 0.33% -109.0 -1.5% $87.77 -6.8%
36 SYK STRYKER CORPORATION Healthcare 1,969.0 $620K 0.33% -100.0 -4.8% $314.82 +5.0%
37 IWM ISHARES TR 2,038.0 $612K 0.33% -30.0 -1.4% $300.44 -1.6%
38 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 4,897.0 $603K 0.32% -262.0 -5.1% $123.11 +31.9%
39 UBER UBER TECHNOLOGIES INC Technology 7,828.0 $565K 0.30% -265.0 -3.3% $72.15 +9.2%
40 CB CHUBB LIMITED Financial Services 1,655.0 $564K 0.30% -27.0 -1.6% $340.72 -0.2%
Page 2 of 4  ·  66 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 33.9%
Financial Services 14.3%
Industrials 11.5%
Consumer Cyclical 9.5%
Communication Services 9.3%
Healthcare 9.2%
Consumer Defensive 5.1%
Energy 3.7%
Real Estate 1.4%
Utilities 1.3%