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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 7 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 298.0 $210K 0.11% $703.32 -1.8%
122 HYG ISHARES TR 2,600.0 $208K 0.11% $79.97 -0.3%
123 EMR EMERSON ELEC CO Industrials 1,419.0 $203K 0.11% -28.0 -1.9% $143.15 +8.4%
124 FCX FREEPORT MCMORAN INC Basic Materials 3,228.0 $203K 0.11% $62.88 +21.6%
125 AEP AMERICAN ELEC PWR CO INC Utilities 1,483.0 $203K 0.11% $136.81 -10.6%
126 XLU SELECT SECTOR SPDR TR 4,392.0 $199K 0.11% $45.34 -5.8%
127 MDT MEDTRONIC PLC Healthcare 2,487.0 $195K 0.10% +161.0 +6.9% $78.22 +16.6%
128 GOVT ISHARES TR 8,500.0 $194K 0.10% $22.77 -1.4%
129 XLV SELECT SECTOR SPDR TR 1,200.0 $190K 0.10% $158.66 +7.9%
130 SBUX STARBUCKS CORP Consumer Cyclical 1,825.0 $186K 0.10% -118.0 -6.1% $102.19 +5.5%
131 MO ALTRIA GROUP INC Consumer Defensive 2,207.0 $159K 0.09% $71.95 -4.6%
132 ANET ARISTA NETWORKS INC Technology 910.0 $155K 0.08% +860.0 +1720.0% $169.88 +15.0%
133 SO SOUTHERN CO Utilities 1,605.0 $154K 0.08% $95.71 -7.8%
134 EPD ENTERPRISE PRODS PARTNERS L 4,175.0 $153K 0.08% $36.75
135 SPFI SOUTH PLAINS FINANCIAL INC Financial Services 3,328.0 $143K 0.08% $43.08 +1.3%
136 XLY SELECT SECTOR SPDR TR 1,220.0 $143K 0.08% $117.28 -0.1%
137 BK BANK OF NY MELLON CORP Financial Services 948.0 $137K 0.07% $144.61 -1.9%
138 XLI SELECT SECTOR SPDR TR 720.0 $133K 0.07% $185.23 -4.4%
139 BIV VANGUARD BD INDEX FDS 1,720.0 $132K 0.07% $76.70 -1.7%
140 PRU PRUDENTIAL FINL INC Financial Services 1,213.0 $131K 0.07% $107.93 +11.0%
Page 7 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%