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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 2 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON Healthcare 7,427.0 $1.8M 1.06% -1K -13.0% $244.44 -4.1%
22 VGIT VANGUARD SCOTTSDALE FDS 30,462.0 $1.8M 1.05% -4K -10.6% $59.54 -1.4%
23 XOM EXXON MOBIL CORP Energy 9,720.0 $1.6M 0.96% +299.0 +3.2% $169.66 -8.7%
24 CAT CATERPILLAR INC Industrials 2,309.0 $1.6M 0.95% +123.0 +5.6% $708.45 +24.2%
25 META META PLATFORMS INC Communication Services 2,830.0 $1.6M 0.94% +219.0 +8.4% $572.12 +6.7%
26 TSLA TESLA INC Consumer Cyclical 4,324.0 $1.6M 0.94% +363.0 +9.2% $371.74 +14.6%
27 VNQ VANGUARD INDEX FDS 18,060.0 $1.6M 0.93% -525.0 -2.8% $88.70 +9.1%
28 RTX RTX CORPORATION Industrials 8,303.0 $1.6M 0.93% +535.0 +6.9% $192.90 -8.2%
29 VEA VANGUARD TAX-MANAGED FDS 24,433.0 $1.6M 0.91% +369.0 +1.5% $64.08 +10.0%
30 CVX CHEVRON CORPORATION Energy 7,423.0 $1.5M 0.89% $206.90 -7.5%
31 ISTB ISHARES TR 31,534.0 $1.5M 0.89% $48.45 -0.5%
32 IVW ISHARES TR 13,365.0 $1.5M 0.88% $113.11 +20.8%
33 PEP PEPSICO INC Consumer Defensive 9,734.0 $1.5M 0.88% $155.29 -3.0%
34 IVE ISHARES TR 7,016.0 $1.5M 0.86% $211.15 +8.0%
35 ABBV ABBVIE INC Healthcare 6,504.0 $1.4M 0.82% $217.49 -0.8%
36 PG PROCTER & GAMBLE CO Consumer Defensive 9,772.0 $1.4M 0.82% +305.0 +3.2% $144.44 +0.0%
37 HON HONEYWELL INTL INC Industrials 6,211.0 $1.4M 0.82% $226.03 +0.8%
38 BERKSHIRE HATHAWAY INC DEL 2,782.0 $1.3M 0.78% +414.0 +17.5% $479.19
39 CMI CUMMINS INC Industrials 2,411.0 $1.3M 0.75% -65.0 -2.6% $538.01 +18.9%
40 MS MORGAN STANLEY Financial Services 7,780.0 $1.3M 0.74% -176.0 -2.2% $164.57 +22.2%
Page 2 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%