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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 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CCI CROWN CASTLE INC Real Estate 645.0 $52K 0.03% -25.0 -3.7% $81.31 +11.8%
42 PH PARKER-HANNIFIN CORP Industrials 52.0 $47K 0.03% -11.0 -17.5% $895.19 -3.2%
43 SLV ISHARES SILVER TR Financial Services 467.0 $32K 0.02% -85.0 -15.4% $68.13 +1.1%
44 HYS PIMCO ETF TR 307.0 $29K 0.02% -3K -90.9% $93.26 +0.3%
45 SPHY SPDR SERIES TRUST 996.0 $23K 0.01% -6K -85.3% $23.31 +0.6%
46 MAS MASCO CORP Industrials 340.0 $21K 0.01% -330.0 -49.2% $60.36 +12.5%
47 STLD STEEL DYNAMICS INC Basic Materials 100.0 $18K 0.01% -350.0 -77.8% $180.00 +38.1%
48 UNH UNITEDHEALTH GROUP INC Healthcare 66.0 $18K 0.01% -1K -95.5% $270.56 +40.4%
49 GILD GILEAD SCIENCES INC Healthcare 47.0 $7K 0.00% -371.0 -88.8% $139.36 -3.0%
50 INTU INTUIT Technology 12.0 $5K 0.00% -93.0 -88.6% $432.33 -28.8%
51 SPGI S&P GLOBAL INC Financial Services 10.0 $4K 0.00% -81.0 -89.0% $425.30 -3.5%
Page 3 of 3  ·  51 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%