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Portfolio (Quarterly) Guide ↗

SOUTH PLAINS FINANCIAL, INC.

· CIK 0001163668
13F Portfolio $172M AUM 311 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 90 Added 51 Reduced 37 Exited
Page 3 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SYK STRYKER CORPORATION Healthcare 2,069.0 $680K 0.40% +20.0 +1.0% $328.57 -5.1%
42 COP CONOCOPHILLIPS Energy 5,146.0 $679K 0.40% +66.0 +1.3% $132.00 -10.5%
43 IBM INTERNATIONAL BUSINESS MACHS Technology 2,782.0 $674K 0.39% +1K +58.9% $242.38 +3.0%
44 LLY ELI LILLY & CO Healthcare 732.0 $673K 0.39% +212.0 +40.8% $919.74 +17.4%
45 AVEM AMERICAN CENTY ETF TR 8,329.0 $671K 0.39% +47.0 +0.6% $80.58 +19.6%
46 PSA PUBLIC STORAGE OPER CO Real Estate 2,438.0 $660K 0.38% +40.0 +1.7% $270.87 +12.9%
47 DOW DOW HLDGS INC Basic Materials 15,726.0 $655K 0.38% +1K +9.6% $41.65 -15.2%
48 NOC NORTHROP GRUMMAN CORP Industrials 937.0 $639K 0.37% +41.0 +4.6% $682.21 -18.6%
49 BKNG BOOKING HOLDINGS INC Consumer Cyclical 149.0 $627K 0.36% +23.0 +18.2% $4210.20 -96.1%
50 UNP UNION PAC CORP Industrials 2,486.0 $603K 0.35% +256.0 +11.5% $242.61 +11.8%
51 UBER UBER TECHNOLOGIES INC Technology 8,093.0 $582K 0.34% +140.0 +1.8% $71.93 -2.0%
52 NFLX NETFLIX INC. Communication Services 5,705.0 $549K 0.32% +5K +1530.0% $96.15 -8.6%
53 CB CHUBB LTD SWITZ Financial Services 1,682.0 $548K 0.32% +81.0 +5.1% $325.91 +0.4%
54 SPSB SPDR SERIES TRUST 17,116.0 $514K 0.30% +2K +13.1% $30.06 -0.2%
55 TEL TE CONNECTIVITY PLC Technology 2,396.0 $501K 0.29% +153.0 +6.8% $209.01 +1.0%
56 AMP AMERIPRISE FINL INC Financial Services 1,116.0 $496K 0.29% +115.0 +11.5% $444.38 +2.2%
57 DUK DUKE ENERGY CORP NEW Utilities 3,743.0 $490K 0.28% +1K +51.9% $130.94 -4.1%
58 TMUS T-MOBILE US INC Communication Services 2,132.0 $448K 0.26% +865.0 +68.3% $210.02 -9.0%
59 BX BLACKSTONE INC Financial Services 3,727.0 $429K 0.25% +1K +44.2% $114.99 +2.9%
60 ABT ABBOTT LABORATORIES Healthcare 4,035.0 $414K 0.24% +2K +107.5% $102.67 -15.7%
Page 3 of 5  ·  90 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 29.3%
Financial Services 14.2%
Industrials 12.2%
Healthcare 9.8%
Communication Services 9.5%
Consumer Cyclical 9.5%
Consumer Defensive 5.9%
Energy 5.2%
Utilities 1.5%
Real Estate 1.5%