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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 6 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HDV ISHARES TR 2,805.0 $381K 0.22% $135.72 -79.6%
102 DGRO ISHARES TR 5,345.0 $375K 0.22% $70.18 +6.3%
103 ADBE ADOBE INC Technology 1,508.0 $367K 0.21% -2K -50.5% $243.07 -1.1%
104 AMD ADVANCED MICRO DEVICES INC Technology 1,780.0 $362K 0.21% NEW $203.42 +147.7%
105 TSCO TRACTOR SUPPLY CO Consumer Cyclical 7,905.0 $358K 0.21% NEW $45.29 -34.2%
106 GS GOLDMAN SACHS GROUP INC Financial Services 405.0 $343K 0.20% +52.0 +14.7% $845.96 +17.6%
107 PLTR PALANTIR TECHNOLOGIES INC Technology 2,279.0 $333K 0.19% NEW $146.28 -6.6%
108 PYPL PAYPAL HLDGS INC Financial Services 7,311.0 $331K 0.19% +565.0 +8.4% $45.22 -2.3%
109 WFC WELLS FARGO & CO Financial Services 4,047.0 $322K 0.19% -200.0 -4.7% $79.61 -4.0%
110 AMAT APPLIED MATLS INC Technology 930.0 $318K 0.18% -2K -66.7% $341.78 +33.1%
111 DHR DANAHER CORP DEL Healthcare 1,581.0 $300K 0.17% +125.0 +8.6% $189.59 -8.9%
112 LMT LOCKHEED MARTIN CORP Industrials 490.0 $296K 0.17% -52.0 -9.6% $604.38 -11.8%
113 WM WASTE MGMT INC DEL Industrials 1,260.0 $290K 0.17% -263.0 -17.3% $229.79 -5.2%
114 DVY ISHARES TR 1,788.0 $271K 0.16% $151.41 +2.5%
115 VTV VANGUARD INDEX FDS 1,368.0 $268K 0.16% +358.0 +35.5% $196.20 +8.1%
116 PAYX PAYCHEX INC Industrials 2,765.0 $255K 0.15% $92.12 +2.9%
117 FTV FORTIVE CORP Technology 4,349.0 $240K 0.14% +296.0 +7.3% $55.27 +9.1%
118 PREF PRINCIPAL EXCHANGE TRADED FD 12,414.0 $234K 0.14% $18.81 +1.1%
119 XLB SELECT SECTOR SPDR TR 4,504.0 $225K 0.13% -250.0 -5.3% $49.97 +2.1%
120 AMT AMERICAN TOWER CORP Real Estate 1,281.0 $221K 0.13% +142.0 +12.5% $172.57 +7.2%
Page 6 of 12  ·  224 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%