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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 9 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LIN LINDE PLC Basic Materials 125.0 $65K 0.04% NEW $518.92 -5.7%
162 LHX L3HARRIS TECHNOLOGIES INC Industrials 221.0 $64K 0.03% $290.57 -9.6%
163 LNG CHENIERE ENERGY INC Energy 251.0 $60K 0.03% $239.01 +18.1%
164 FV FIRST TR EXCHANGE TRADED FD 743.0 $56K 0.03% $75.88 -3.5%
165 PM PHILIP MORRIS INTL INC Consumer Defensive 309.0 $56K 0.03% $180.91 +6.1%
166 SLB SLB LIMITED Energy 1,185.0 $55K 0.03% +1K +717.2% $46.49 +23.3%
167 DLR DIGITAL RLTY TR INC Real Estate 302.0 $54K 0.03% $179.58 +3.3%
168 ET ENERGY TRANSFER L P Energy 2,778.0 $53K 0.03% $19.11 +11.5%
169 RSP INVESCO EXCHANGE TRADED FD T 231.0 $49K 0.03% -558.0 -70.7% $212.77 +3.7%
170 CCI CROWN CASTLE INC Real Estate 645.0 $49K 0.03% $75.72 +0.6%
171 NVS NOVARTIS AG Healthcare 296.0 $46K 0.03% $156.72 -1.9%
172 SMMD ISHARES TR 463.0 $42K 0.02% NEW $91.63 -1.0%
173 DGX QUEST DIAGNOSTICS INC Healthcare 198.0 $42K 0.02% $211.95 +14.5%
174 BP BP PLC Energy 1,100.0 $41K 0.02% $36.95 +14.1%
175 FITB FIFTH THIRD BANCORP Financial Services 665.0 $37K 0.02% $56.36 -3.2%
176 HBAN HUNTINGTON BANCSHARES INC Financial Services 2,090.0 $37K 0.02% +355.0 +20.5% $17.72 -4.5%
177 TRP TC ENERGY CORP Energy 542.0 $36K 0.02% $66.29 -6.7%
178 TGT TARGET CORP Consumer Defensive 259.0 $34K 0.02% $130.61 +24.9%
179 GLW CORNING INC Technology 132.0 $34K 0.02% -241.0 -64.6% $255.42 -41.7%
180 FLEX FLEX LTD Technology 203.0 $33K 0.02% $162.07 -31.8%
Page 9 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%