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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 8 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GE GE AEROSPACE Industrials 329.0 $123K 0.07% +210.0 +176.5% $373.71 -8.3%
142 GVI ISHARES TR 1,122.0 $119K 0.06% $106.09 -0.8%
143 SYY SYSCO CORP Consumer Defensive 1,410.0 $118K 0.06% $83.58 -2.0%
144 CME CME GROUP INC Financial Services 516.0 $114K 0.06% $220.82 +29.4%
145 VZ VERIZON COMMUNICATIONS INC Communication Services 2,637.0 $112K 0.06% $42.34 +18.3%
146 IGSB ISHARES TR 2,080.0 $109K 0.06% $52.40 -0.6%
147 USB US BANCORP Financial Services 1,785.0 $108K 0.06% $60.40 +3.4%
148 ENB ENBRIDGE INC Energy 1,979.0 $107K 0.06% $54.20 -7.4%
149 IAU ISHARES GOLD TR Financial Services 1,373.0 $104K 0.06% $75.51 +11.0%
150 TFC TRUIST FINL CORP Financial Services 2,060.0 $103K 0.06% $49.81 +1.2%
151 XLK SELECT SECTOR SPDR TR 534.0 $102K 0.06% $190.52 -2.5%
152 INGR INGREDION INC Consumer Defensive 1,070.0 $101K 0.05% $94.71 +10.5%
153 DOW DOW HLDGS INC Basic Materials 3,316.0 $91K 0.05% -12K -78.9% $27.36 +11.5%
154 WMB WILLIAMS COS INC Energy 1,195.0 $89K 0.05% -180.0 -13.1% $74.34 -0.8%
155 ALL ALLSTATE CORP Financial Services 366.0 $87K 0.05% +25.0 +7.3% $237.93 +9.5%
156 LOW LOWES COS INC Consumer Cyclical 393.0 $87K 0.05% $220.49 -5.6%
157 CMCSA COMCAST CORP NEW Communication Services 3,341.0 $82K 0.04% $24.54 +10.3%
158 GPC GENUINE PARTS CO Consumer Cyclical 675.0 $80K 0.04% -100.0 -12.9% $117.98 +16.6%
159 GM GENERAL MTRS CO Consumer Cyclical 982.0 $76K 0.04% -250.0 -20.3% $77.08 +11.9%
160 TJX TJX COS INC NEW Consumer Cyclical 465.0 $70K 0.04% $151.50 -10.8%
Page 8 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%