Filed: 11/13/2025ACC: 0001140361-25-041988
📋 What this filing means
SOUTH PLAINS FINANCIAL, INC. filed this quarterly 13F‑HR report disclosing 225 equity positions with a total reported market value of $160.23M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
225
Positions
$160.23M
Total AUM (reported)
1.37M
Total Shares
Allocation by class
COMMON STOCK$110.12M68.7%
ETF - INTERNATIONAL EQUITY$18.58M11.6%
ETF - FIXED INCOME$10.39M6.5%
ETF - LARGE CAP$8.89M5.5%
ETF - MID CAP$6.38M4.0%
ETF - SMALL CAP$3.05M1.9%
ETF - ALTERNATIVE INVESTMENTS$2.59M1.6%
Portfolio Concentration
Top 3$26.21M16.4%
4–10$32.35M20.2%
11–25$29.33M18.3%
Rest$72.34M45.1%
Top 3 weight
16.4%
Top 10 weight
36.5%
Voting Authority Distribution
Total shares with voting rights: 1.37M
Sole
Full voting authority
1.24M
shares
% of voting shares90.8%
Shared
Joint voting authority
2.32K
shares
% of voting shares0.2%
None
No voting authority
123.16K
shares
% of voting shares9.0%
Investment Discretion (by position count)
Sole1
Shared0
Other224
Dominant voting typeSole · 90.8% of voting shares
Institutional Holdings225
Rows:
ISHARES TR
DFNDShares142.87K
TypeSH
Market value$12.47M
7.78%
Sole
138.19K
Shared
0.00
None
4.68K
MICROSOFT CORP
DFNDShares13.39K
TypeSH
Market value$6.94M
4.33%
Sole
12.23K
Shared
0.00
None
1.16K
APPLE INC
DFNDShares26.70K
TypeSH
Market value$6.80M
4.24%
Sole
24.71K
Shared
0.00
None
1.99K
ISHARES TR
DFNDShares95.06K
TypeSH
Market value$6.20M
3.87%
Sole
69.20K
Shared
945.00
None
24.91K
ALPHABET INC
DFNDShares21.61K
TypeSH
Market value$5.25M
3.28%
Sole
21.31K
Shared
0.00
None
300.00
NVIDIA CORPORATION
DFNDShares28.15K
TypeSH
Market value$5.25M
3.28%
Sole
28K
Shared
0.00
None
150.00
ISHARES TR
DFNDShares6.58K
TypeSH
Market value$4.40M
2.75%
Sole
6.40K
Shared
177.00
None
0.00
AMAZON COM INC
DFNDShares18.09K
TypeSH
Market value$3.97M
2.48%
Sole
17.69K
Shared
0.00
None
400.00
ISHARES INC
DFNDShares59.91K
TypeSH
Market value$3.95M
2.46%
Sole
58.72K
Shared
0.00
None
1.19K
VANGUARD SCOTTSDALE FDS
DFNDShares56.38K
TypeSH
Market value$3.32M
2.07%
Sole
50.20K
Shared
344.00
None
5.83K
ISHARES TR
DFNDShares31.99K
TypeSH
Market value$2.99M
1.86%
Sole
18.13K
Shared
0.00
None
13.86K
BROADCOM INC
DFNDShares7.29K
TypeSH
Market value$2.41M
1.50%
Sole
6.79K
Shared
0.00
None
500.00
VISA INC
DFNDShares6.66K
TypeSH
Market value$2.27M
1.42%
Sole
6.61K
Shared
0.00
None
50.00
VANGUARD INDEX FDS
DFNDShares7.63K
TypeSH
Market value$2.24M
1.40%
Sole
7.63K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
DFNDShares35.63K
TypeSH
Market value$2.14M
1.33%
Sole
33.97K
Shared
646.00
None
1.01K
JPMORGAN CHASE & CO.
DFNDShares6.71K
TypeSH
Market value$2.12M
1.32%
Sole
5.55K
Shared
0.00
None
1.16K
VANGUARD INTL EQUITY INDEX F
DFNDShares37.47K
TypeSH
Market value$2.03M
1.27%
Sole
31.11K
Shared
0.00
None
6.36K
ISHARES TR
DFNDShares15.43K
TypeSH
Market value$1.83M
1.14%
Sole
8.48K
Shared
0.00
None
6.95K
META PLATFORMS INC
DFNDShares2.42K
TypeSH
Market value$1.77M
1.11%
Sole
2.40K
Shared
0.00
None
20.00
VANGUARD INDEX FDS
DFNDShares18.61K
TypeSH
Market value$1.70M
1.06%
Sole
15.72K
Shared
0.00
None
2.89K
TESLA INC
DFNDShares3.83K
TypeSH
Market value$1.70M
1.06%
Sole
3.81K
Shared
0.00
None
20.00
ISHARES TR
DFNDShares13.37K
TypeSH
Market value$1.61M
1.01%
Sole
13.37K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares31.53K
TypeSH
Market value$1.54M
0.96%
Sole
31.53K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
DFNDShares8.21K
TypeSH
Market value$1.52M
0.95%
Sole
7.46K
Shared
0.00
None
755.00
ISHARES TR
DFNDShares7.02K
TypeSH
Market value$1.45M
0.90%
Sole
7.02K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRDFND | ETF - INTERNATIONAL EQUITY | 142.87K | SH | $12.47M 7.78% | 138.19K | 0.00 | 4.68K |
MICROSOFT CORPDFND | COMMON STOCK | 13.39K | SH | $6.94M 4.33% | 12.23K | 0.00 | 1.16K |
APPLE INCDFND | COMMON STOCK | 26.70K | SH | $6.80M 4.24% | 24.71K | 0.00 | 1.99K |
ISHARES TRDFND | ETF - MID CAP | 95.06K | SH | $6.20M 3.87% | 69.20K | 945.00 | 24.91K |
ALPHABET INCDFND | COMMON STOCK | 21.61K | SH | $5.25M 3.28% | 21.31K | 0.00 | 300.00 |
NVIDIA CORPORATIONDFND | COMMON STOCK | 28.15K | SH | $5.25M 3.28% | 28K | 0.00 | 150.00 |
ISHARES TRDFND | ETF - LARGE CAP | 6.58K | SH | $4.40M 2.75% | 6.40K | 177.00 | 0.00 |
AMAZON COM INCDFND | COMMON STOCK | 18.09K | SH | $3.97M 2.48% | 17.69K | 0.00 | 400.00 |
ISHARES INCDFND | COMMON STOCK | 59.91K | SH | $3.95M 2.46% | 58.72K | 0.00 | 1.19K |
VANGUARD SCOTTSDALE FDSDFND | ETF - FIXED INCOME | 56.38K | SH | $3.32M 2.07% | 50.20K | 344.00 | 5.83K |
ISHARES TRDFND | ETF - INTERNATIONAL EQUITY | 31.99K | SH | $2.99M 1.86% | 18.13K | 0.00 | 13.86K |
BROADCOM INCDFND | COMMON STOCK | 7.29K | SH | $2.41M 1.50% | 6.79K | 0.00 | 500.00 |
VISA INCDFND | COMMON STOCK | 6.66K | SH | $2.27M 1.42% | 6.61K | 0.00 | 50.00 |
VANGUARD INDEX FDSDFND | COMMON STOCK | 7.63K | SH | $2.24M 1.40% | 7.63K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSDFND | ETF - FIXED INCOME | 35.63K | SH | $2.14M 1.33% | 33.97K | 646.00 | 1.01K |
JPMORGAN CHASE & CO.DFND | COMMON STOCK | 6.71K | SH | $2.12M 1.32% | 5.55K | 0.00 | 1.16K |
VANGUARD INTL EQUITY INDEX FDFND | ETF - INTERNATIONAL EQUITY | 37.47K | SH | $2.03M 1.27% | 31.11K | 0.00 | 6.36K |
ISHARES TRDFND | ETF - SMALL CAP | 15.43K | SH | $1.83M 1.14% | 8.48K | 0.00 | 6.95K |
META PLATFORMS INCDFND | COMMON STOCK | 2.42K | SH | $1.77M 1.11% | 2.40K | 0.00 | 20.00 |
VANGUARD INDEX FDSDFND | ETF - ALTERNATIVE INVESTMENTS | 18.61K | SH | $1.70M 1.06% | 15.72K | 0.00 | 2.89K |
TESLA INCDFND | COMMON STOCK | 3.83K | SH | $1.70M 1.06% | 3.81K | 0.00 | 20.00 |
ISHARES TRDFND | ETF - LARGE CAP | 13.37K | SH | $1.61M 1.01% | 13.37K | 0.00 | 0.00 |
ISHARES TRDFND | ETF - FIXED INCOME | 31.53K | SH | $1.54M 0.96% | 31.53K | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COMMON STOCK | 8.21K | SH | $1.52M 0.95% | 7.46K | 0.00 | 755.00 |
ISHARES TRDFND | ETF - LARGE CAP | 7.02K | SH | $1.45M 0.90% | 7.02K | 0.00 | 0.00 |
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