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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 4 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ECL ECOLAB INC Basic Materials 1,540.0 $410K 0.24% +82.0 +5.6% $266.00 -4.4%
62 URI UNITED RENTALS INC Industrials 536.0 $390K 0.23% +245.0 +84.2% $728.52 +31.5%
63 GS GOLDMAN SACHS GROUP INC Financial Services 405.0 $343K 0.20% +52.0 +14.7% $845.96 +18.3%
64 PYPL PAYPAL HLDGS INC Financial Services 7,311.0 $331K 0.19% +565.0 +8.4% $45.22 -2.0%
65 DHR DANAHER CORP DEL Healthcare 1,581.0 $300K 0.17% +125.0 +8.6% $189.59 -9.4%
66 VTV VANGUARD INDEX FDS 1,368.0 $268K 0.16% +358.0 +35.5% $196.20 +8.1%
67 FTV FORTIVE CORP Technology 4,349.0 $240K 0.14% +296.0 +7.3% $55.27 +8.4%
68 AMT AMERICAN TOWER CORP Real Estate 1,281.0 $221K 0.13% +142.0 +12.5% $172.57 +7.1%
69 AEP AMERICAN ELEC PWR CO INC Utilities 1,483.0 $194K 0.11% +19.0 +1.3% $131.08 -0.3%
70 QCOM QUALCOMM INC Technology 1,473.0 $190K 0.11% +288.0 +24.3% $128.78 +90.3%
71 LRCX LAM RESEARCH CORP Technology 758.0 $162K 0.09% +60.0 +8.6% $213.66 +48.2%
72 CME CME GROUP INC Financial Services 516.0 $152K 0.09% +50.0 +10.7% $295.34 -4.1%
73 PRU PRUDENTIAL FINL INC Financial Services 1,213.0 $118K 0.07% +25.0 +2.1% $97.69 +5.6%
74 BK BANK NEW YORK MELLON CORP Financial Services 948.0 $112K 0.07% +278.0 +41.5% $118.63 +18.2%
75 SYY SYSCO CORP Consumer Defensive 1,410.0 $101K 0.06% +35.0 +2.5% $71.33 +5.4%
76 WMB WILLIAMS COS INC Energy 1,375.0 $100K 0.06% +268.0 +24.2% $72.78 +5.9%
77 CMCSA COMCAST CORP NEW Communication Services 3,341.0 $96K 0.06% +515.0 +18.2% $28.70 -12.1%
78 DLR DIGITAL RLTY TR INC Real Estate 302.0 $54K 0.03% +28.0 +10.2% $180.21 +7.3%
79 PM PHILIP MORRIS INTL INC Consumer Defensive 309.0 $51K 0.03% +27.0 +9.6% $165.34 +11.0%
80 GLW CORNING INC Technology 373.0 $51K 0.03% +135.0 +56.7% $135.97 +46.5%
Page 4 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%