SOUTH PLAINS FINANCIAL, INC. — 13F Holdings & Portfolio

CIK 1163668 · latest 13F-HR filed 2026-05-13

SOUTH PLAINS FINANCIAL, INC. manages $172.0M in 13F-reported U.S. long-equity assets across 311 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IEFA (7.81%), AAPL (3.99%), IJH (3.64%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 11 new positions, exited 37, added to 94, and trimmed 65.

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.

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AUM

$172.0M

Long-equity book

Holdings

311

Distinct positions

Period

2026-03-31

Filed 2026-05-13

Q/Q Activity

+11 / −37 / ↑94 / ↓65

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD BD INDEX FDS$1.8M +200.8%
  • ISHARES TR$1.6M +12.5%
  • ISHARES INC$980.3K +24.2%
  • EATON CORP PLC$583.3K +86.4%
  • NETFLIX INC.$515.7K +1571.6%
Show all 94

Top Trims

  • MICROSOFT CORP-$1.2M -17.7%
  • ALPHABET INC-$872.3K -13.4%
  • ADOBE INC-$699.5K -65.6%
  • APPLE INC-$557.8K -7.4%
  • UNITEDHEALTH GROUP INC-$471.3K -96.3%
Show all 65

New Positions

  • ADVANCED MICRO DEVICES INC$362.1K
  • TRACTOR SUPPLY CO$358.0K
  • PALANTIR TECHNOLOGIES INC$333.4K
  • VANGUARD BD INDEX FDS$132.7K
  • ISHARES TR$119.7K
Show all 11

Exited Positions

  • ACCENTURE PLC IRELAND$348.0K
  • TEXAS INSTRS INC$163.8K
  • CROWDSTRIKE HLDGS INC$120.5K
  • JACOBS SOLUTIONS INC$95.6K
  • MASTERCARD INCORPORATED$90.8K
Show all 37
All Holdings

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 $13.4M 7.81% 148,423 SH
2 APPLE INC AAPL 037833100 $6.9M 3.99% 27,009 SH
3 ISHARES TR IJH 464287507 $6.3M 3.64% 92,578 SH
4 ALPHABET INC GOOGL 02079K305 $5.6M 3.24% 19,396 SH
5 MICROSOFT CORP MSFT 594918104 $5.4M 3.13% 14,536 SH
6 NVIDIA CORPORATION NVDA 67066G104 $5.3M 3.08% 30,351 SH
7 ISHARES INC IEMG 46434G103 $4.9M 2.83% 69,794 SH
8 ISHARES TR IVV 464287200 $4.4M 2.59% 6,810 SH
9 AMAZON COM INC AMZN 023135106 $4.0M 2.34% 19,328 SH
10 ISHARES TR EFA 464287465 $3.1M 1.78% 31,555 SH
11 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $3.0M 1.72% 50,503 SH
12 BROADCOM INC AVGO 11135F101 $2.9M 1.71% 9,519 SH
13 VANGUARD BD INDEX FDS BND 921937835 $2.5M 1.45% 33,897 SH
14 VANGUARD INDEX FDS VO 922908629 $2.2M 1.30% 7,769 SH
15 ISHARES TR IJR 464287804 $2.2M 1.28% 17,657 SH
16 VISA INC V 92826C839 $2.1M 1.20% 6,835 SH
17 JPMORGAN CHASE & CO JPM 46625H100 $2.1M 1.19% 6,975 SH
18 VANGUARD INTL EQUITY INDEX F VWO 922042858 $2.0M 1.14% 36,127 SH
19 MERCK & CO INC MRK 58933Y105 $1.9M 1.09% 15,620 SH
20 WALMART INC WMT 931142103 $1.8M 1.04% 14,347 SH
21 JOHNSON & JOHNSON JNJ 478160104 $1.8M 1.03% 7,240 SH
22 EXXON MOBIL CORP XOM 30231G102 $1.6M 0.96% 9,720 SH
23 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $1.6M 0.95% 27,516 SH
24 CATERPILLAR INC CAT 149123101 $1.6M 0.95% 2,309 SH
25 META PLATFORMS INC META 30303M102 $1.6M 0.92% 2,775 SH
26 VANGUARD TAX-MANAGED FDS VEA 921943858 $1.6M 0.91% 24,433 SH
27 TESLA INC TSLA 88160R101 $1.6M 0.91% 4,209 SH
28 RTX CORPORATION RTX 75513E101 $1.6M 0.91% 8,078 SH
29 ISHARES TR ISTB 46432F859 $1.5M 0.89% 31,534 SH
30 VANGUARD INDEX FDS VNQ 922908553 $1.5M 0.89% 17,213 SH
31 ISHARES TR IVW 464287309 $1.5M 0.88% 13,365 SH
32 CHEVRON CORPORATION CVX 166764100 $1.5M 0.86% 7,182 SH
33 PEPSICO INC PEP 713448108 $1.5M 0.86% 9,559 SH
34 ISHARES TR IVE 464287408 $1.5M 0.86% 7,016 SH
35 HONEYWELL INTL INC HON 438516106 $1.4M 0.81% 6,191 SH
36 PROCTER & GAMBLE CO PG 742718109 $1.4M 0.80% 9,562 SH
37 ABBVIE INC ABBV 00287Y109 $1.4M 0.80% 6,289 SH
38 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.3M 0.77% 2,747 SH
39 ISHARES TR AGG 464287226 $1.3M 0.74% 12,808 SH
40 EATON CORP PLC ETN G29183103 $1.2M 0.72% 3,469 SH
41 CUMMINS INC CMI 231021106 $1.2M 0.72% 2,306 SH
42 THERMO FISHER SCIENTIFIC INC TMO 883556102 $1.2M 0.71% 2,472 SH
43 MORGAN STANLEY MS 617446448 $1.2M 0.70% 7,330 SH
44 GENERAL DYNAMICS CORP GD 369550108 $1.2M 0.68% 3,411 SH
45 BLACKROCK INC BLK 09290D101 $1.1M 0.65% 1,164 SH
46 DEERE & CO DE 244199105 $1.1M 0.63% 1,910 SH
47 PNC FINL SVCS GROUP INC PNC 693475105 $1.0M 0.60% 4,976 SH
48 ISHARES TR IEFA 46432F842 $992.1K 0.58% 10,959 SH
49 BANK AMERICA CORP BAC 060505104 $989.5K 0.58% 20,298 SH
50 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $932.6K 0.54% 1,434 SH
Filing History
Period Filed AUM Holdings Accession
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