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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 3 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AGG ISHARES TR 13,009.0 $1.3M 0.69% +201.0 +1.6% $98.98 -1.5%
42 PEP PEPSICO INC Consumer Defensive 9,489.0 $1.3M 0.69% -245.0 -2.5% $135.40 +4.2%
43 GD GENERAL DYNAMICS CORP Industrials 3,609.0 $1.3M 0.69% $354.22 +7.1%
44 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,501.0 $1.3M 0.67% $501.34 +24.1%
45 CDNS CADENCE DESIGN SYSTEM INC Technology 3,340.0 $1.3M 0.67% -60.0 -1.8% $375.32 -9.3%
46 CSCO CISCO SYS INC Technology 10,492.0 $1.2M 0.66% -178.0 -1.7% $117.46 -6.4%
47 DE DEERE & CO Industrials 1,929.0 $1.2M 0.66% -41.0 -2.1% $634.32 -0.6%
48 PNC PNC FINL SVCS GROUP INC Financial Services 4,962.0 $1.2M 0.66% -139.0 -2.7% $246.22 -1.6%
49 CVX CHEVRON CORPORATION Energy 7,302.0 $1.2M 0.65% -121.0 -1.6% $165.76 +21.8%
50 VNQ VANGUARD INDEX FDS 12,270.0 $1.2M 0.64% -6K -32.1% $96.43 +0.8%
51 BAC BANK OF AMER CORP Financial Services 20,300.0 $1.2M 0.62% -648.0 -3.1% $56.97 +9.4%
52 BLK BLACKROCK INC Financial Services 1,190.0 $1.1M 0.61% -42.0 -3.4% $961.54 +21.1%
53 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,434.0 $1.1M 0.57% $746.77 +3.0%
54 AMD ADVANCED MICRO DEVICES INC Technology 1,780.0 $1.0M 0.56% $580.90 -19.9%
55 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,720.0 $1.0M 0.54% -40.0 -1.4% $370.58 -5.3%
56 DFAS DIMENSIONAL ETF TRUST 12,208.0 $1.0M 0.54% -155.0 -1.2% $82.34 -0.3%
57 CATH GLOBAL X FDS 10,500.0 $929K 0.50% $88.50 +3.6%
58 LLY ELI LILLY & CO Healthcare 732.0 $878K 0.47% $1199.40 -2.2%
59 GOOG ALPHABET INC 2,445.0 $864K 0.46% $353.32
60 IBM INTERNATIONAL BUSINESS MACHS Technology 3,046.0 $857K 0.46% +264.0 +9.5% $281.20 -16.2%
Page 3 of 11  ·  209 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%