SOUTH PLAINS FINANCIAL, INC. — 13F Holdings & Portfolio
CIK 1163668 · latest 13F-HR filed 2026-08-13
SOUTH PLAINS FINANCIAL, INC. manages $186.2M in 13F-reported U.S. long-equity assets across 298 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IEFA (7.69%), AAPL (4.15%), IJH (3.77%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 19, added to 101, and trimmed 52.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
LUBBOCK, TX 79407-3544
$186.2M
Long-equity book
298
Distinct positions
2026-06-30
Filed 2026-08-13
+4 / −19 / ↑101 / ↓52
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MARVELL TECHNOLOGY INC$1.7M +199.4%
- ALPHABET INC$1.2M +21.9%
- SCHWAB STRATEGIC TR$1.1M +117.7%
- ISHARES INC$998.7K +19.9%
- ISHARES TR$930.2K +6.4%
Top Trims
- DOW HLDGS INC-$564.3K -86.1%
- VANGUARD INDEX FDS-$418.7K -26.1%
- EOG RES INC-$363.0K -44.3%
- CHEVRON CORPORATION-$325.4K -21.2%
- ZOETIS INC-$308.5K -40.3%
Exited Positions
- HONEYWELL INTL INC$1.4M
- SCHWAB STRATEGIC TR$812.1K
- PAYPAL HLDGS INC$330.6K
- PARKER-HANNIFIN CORP$46.5K
- ASTRAZENECA PLC$37.1K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IEFA | 46432F842 | $14.3M | 7.69% | 148,204 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $7.7M | 4.15% | 26,736 | SH |
| 3 | ISHARES TR | IJH | 464287507 | $7.0M | 3.77% | 91,096 | SH |
| 4 | ALPHABET INC | GOOGL | 02079K305 | $6.8M | 3.65% | 19,027 | SH |
| 5 | NVIDIA CORPORATION | NVDA | 67066G104 | $5.8M | 3.14% | 29,223 | SH |
| 6 | ISHARES INC | IEMG | 46434G103 | $5.8M | 3.14% | 70,464 | SH |
| 7 | MICROSOFT CORP | MSFT | 594918104 | $5.4M | 2.91% | 14,511 | SH |
| 8 | ISHARES TR | IVV | 464287200 | $5.1M | 2.72% | 6,759 | SH |
| 9 | AMAZON COM INC | AMZN | 023135106 | $4.5M | 2.43% | 18,970 | SH |
| 10 | BROADCOM INC | AVGO | 11135F101 | $3.6M | 1.92% | 9,447 | SH |
| 11 | ISHARES TR | EFA | 464287465 | $3.3M | 1.76% | 31,534 | SH |
| 12 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $3.0M | 1.59% | 51,013 | SH |
| 13 | ISHARES TR | IJR | 464287804 | $2.7M | 1.44% | 18,131 | SH |
| 14 | JPMORGAN CHASE & CO | JPM | 46625H100 | $2.6M | 1.40% | 7,974 | SH |
| 15 | VANGUARD BD INDEX FDS | BND | 921937835 | $2.5M | 1.33% | 33,635 | SH |
| 16 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $2.4M | 1.30% | 8,129 | SH |
| 17 | CATERPILLAR INC | CAT | 149123101 | $2.4M | 1.28% | 2,235 | SH |
| 18 | VISA INC | V | 92826C839 | $2.3M | 1.23% | 6,684 | SH |
| 19 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $2.1M | 1.14% | 35,707 | SH |
| 20 | VANGUARD INDEX FDS | VO | 922908629 | $2.1M | 1.13% | 26,116 | SH |
| 21 | SCHWAB STRATEGIC TR | SCHO | 808524862 | $2.0M | 1.07% | 82,202 | SH |
| 22 | MERCK & CO INC | MRK | 58933Y105 | $2.0M | 1.06% | 15,353 | SH |
| 23 | ISHARES TR | IVW | 464287309 | $1.8M | 0.99% | 13,365 | SH |
| 24 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.8M | 0.98% | 7,178 | SH |
| 25 | META PLATFORMS INC | META | 30303M102 | $1.8M | 0.95% | 3,156 | SH |
| 26 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $1.7M | 0.94% | 24,469 | SH |
| 27 | TESLA INC | TSLA | 88160R101 | $1.7M | 0.93% | 4,122 | SH |
| 28 | CUMMINS INC | CMI | 231021106 | $1.7M | 0.89% | 2,329 | SH |
| 29 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $1.6M | 0.88% | 27,756 | SH |
| 30 | ISHARES TR | IVE | 464287408 | $1.6M | 0.86% | 7,016 | SH |
| 31 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.6M | 0.85% | 3,162 | SH |
| 32 | WALMART INC | WMT | 931142103 | $1.6M | 0.85% | 13,934 | SH |
| 33 | PALO ALTO NETWORKS INC | PANW | 697435105 | $1.6M | 0.85% | 4,618 | SH |
| 34 | RTX CORPORATION | RTX | 75513E101 | $1.5M | 0.83% | 8,144 | SH |
| 35 | ABBVIE INC | ABBV | 00287Y109 | $1.5M | 0.83% | 6,131 | SH |
| 36 | ISHARES TR | ISTB | 46432F859 | $1.5M | 0.82% | 31,534 | SH |
| 37 | MORGAN STANLEY | MS | 617446448 | $1.5M | 0.81% | 7,244 | SH |
| 38 | EATON CORP PLC | ETN | G29183103 | $1.4M | 0.77% | 3,369 | SH |
| 39 | PROCTER & GAMBLE CO | PG | 742718109 | $1.4M | 0.74% | 9,357 | SH |
| 40 | EXXON MOBIL CORP | XOM | 30231G102 | $1.3M | 0.72% | 9,835 | SH |
| 41 | ISHARES TR | AGG | 464287226 | $1.3M | 0.69% | 13,009 | SH |
| 42 | PEPSICO INC | PEP | 713448108 | $1.3M | 0.68% | 9,314 | SH |
| 43 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $1.2M | 0.66% | 2,466 | SH |
| 44 | GENERAL DYNAMICS CORP | GD | 369550108 | $1.2M | 0.65% | 3,411 | SH |
| 45 | PNC FINL SVCS GROUP INC | PNC | 693475105 | $1.2M | 0.64% | 4,837 | SH |
| 46 | DEERE & CO | DE | 244199105 | $1.2M | 0.64% | 1,869 | SH |
| 47 | CHEVRON CORPORATION | CVX | 166764100 | $1.2M | 0.63% | 7,061 | SH |
| 48 | CADENCE DESIGN SYSTEM INC | CDNS | 127387108 | $1.2M | 0.62% | 3,095 | SH |
| 49 | BANK OF AMER CORP | BAC | 060505104 | $1.1M | 0.60% | 19,650 | SH |
| 50 | VANGUARD INDEX FDS | VNQ | 922908553 | $1.1M | 0.59% | 11,423 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $186.2M | 298 | 0001140361-26-032642 |
| 2026-03-31 | 2026-05-13 | $172.0M | 311 | 0001140361-26-021063 |
| 2025-12-31 | 2026-02-13 | $168.1M | 344 | 0001140361-26-005430 |
| 2025-09-30 | 2025-11-13 | $160.2M | 320 | 0001140361-25-041988 |