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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 9 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TJX TJX COS INC NEW Consumer Cyclical 465.0 $74K 0.04% $159.69 -0.8%
162 LNG CHENIERE ENERGY INC Energy 251.0 $71K 0.04% $283.76 -17.2%
163 XLK SELECT SECTOR SPDR TR 534.0 $71K 0.04% $132.90 +39.0%
164 ALL ALLSTATE CORP Financial Services 341.0 $71K 0.04% -24.0 -6.6% $207.33 +2.8%
165 DLR DIGITAL RLTY TR INC Real Estate 302.0 $54K 0.03% +28.0 +10.2% $180.21 +7.8%
166 ET ENERGY TRANSFER L P Energy 2,778.0 $54K 0.03% $19.29 +2.0%
167 CCI CROWN CASTLE INC Real Estate 645.0 $52K 0.03% -25.0 -3.7% $81.31 +11.9%
168 BP BP PLC Energy 1,100.0 $52K 0.03% $47.00 -9.8%
169 PM PHILIP MORRIS INTL INC Consumer Defensive 309.0 $51K 0.03% +27.0 +9.6% $165.34 +10.0%
170 GLW CORNING INC Technology 373.0 $51K 0.03% +135.0 +56.7% $135.97 +45.6%
171 PH PARKER-HANNIFIN CORP Industrials 52.0 $47K 0.03% -11.0 -17.5% $895.19 -3.8%
172 NVS NOVARTIS AG Healthcare 296.0 $45K 0.03% +25.0 +9.2% $152.75 -1.5%
173 FV FIRST TR EXCHANGE TRADED FD 743.0 $45K 0.03% $60.43 +19.5%
174 DGX QUEST DIAGNOSTICS INC Healthcare 198.0 $39K 0.02% +20.0 +11.2% $195.97 -1.2%
175 AZN ASTRAZENECA PLC Healthcare 188.0 $37K 0.02% NEW $197.21 -4.9%
176 TRP TC ENERGY CORP Energy 542.0 $34K 0.02% +52.0 +10.6% $62.60 +10.7%
177 GE GE AEROSPACE Industrials 119.0 $34K 0.02% NEW $283.76 +9.9%
178 SLV ISHARES SILVER TR Financial Services 467.0 $32K 0.02% -85.0 -15.4% $68.13 +1.0%
179 TGT TARGET CORP Consumer Defensive 259.0 $31K 0.02% +22.0 +9.3% $121.20 +2.7%
180 FITB FIFTH THIRD BANCORP Financial Services 665.0 $31K 0.02% +61.0 +10.1% $46.45 +7.2%
Page 9 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%