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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 11 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ADI ANALOG DEVICES INC Technology 35.0 $11K 0.01% NEW $318.11 +24.8%
202 WSM WILLIAMS SONOMA INC Consumer Cyclical 52.0 $9K 0.01% $182.33 +5.6%
203 NXPI NXP SEMICONDUCTORS N V Technology 48.0 $9K 0.01% $196.85 +60.8%
204 IYZ ISHARES TR 215.0 $8K 0.01% $39.31 +13.7%
205 JCI JOHNSON CONTROLS INTERNATION Industrials 62.0 $8K 0.01% $130.94 +5.7%
206 SNPS SYNOPSYS INC Technology 19.0 $8K 0.00% $396.42 +32.4%
207 SLB SLB LIMITED Energy 145.0 $7K 0.00% NEW $51.38 +11.5%
208 HCA HCA HEALTHCARE INC Healthcare 15.0 $7K 0.00% $473.20 -16.7%
209 AIG AMERICAN INTL GROUP INC Financial Services 94.0 $7K 0.00% $75.24 +2.4%
210 GILD GILEAD SCIENCES INC Healthcare 47.0 $7K 0.00% -371.0 -88.8% $139.36 -3.6%
211 ANET ARISTA NETWORKS INC Technology 50.0 $6K 0.00% NEW $122.78 +25.5%
212 HPE HEWLETT PACKARD ENTERPRISE C Technology 257.0 $6K 0.00% NEW $23.80 +57.9%
213 DOV DOVER CORP Industrials 29.0 $6K 0.00% $208.45 +0.7%
214 OCCIDENTAL PETE CORP 125.0 $5K 0.00% $42.89
215 FDX FEDEX CORP Industrials 15.0 $5K 0.00% $356.13 +10.7%
216 CTVA CORTEVA INC Basic Materials 63.0 $5K 0.00% $83.70 -4.9%
217 RJF RAYMOND JAMES FINL INC Financial Services 36.0 $5K 0.00% $144.78 +4.6%
218 INTU INTUIT Technology 12.0 $5K 0.00% -93.0 -88.6% $432.33 -26.0%
219 ITT ITT INC Industrials 24.0 $5K 0.00% $190.50 +2.4%
220 SPGI S&P GLOBAL INC Financial Services 10.0 $4K 0.00% -81.0 -89.0% $425.30 -1.8%
Page 11 of 12  ·  224 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%