Filed: 5/13/2026ACC: 0001140361-26-021063
📋 What this filing means
SOUTH PLAINS FINANCIAL, INC. filed this quarterly 13F‑HR report disclosing 224 equity positions with a total reported market value of $171.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
224
Positions
$171.96M
Total AUM (reported)
1.43M
Total Shares
Allocation by class
COMMON STOCK$102.92M59.8%
ETF - INTERNATIONAL EQUITY$27.91M16.2%
ETF - LARGE CAP$14.65M8.5%
ETF - FIXED INCOME$13.75M8.0%
ETF - MID CAP$8.94M5.2%
ETF - SMALL CAP$3.61M2.1%
ETF - ALTERNATIVE INVESTMENTS$178.2K0.1%
Portfolio Concentration
Top 3$27.93M16.2%
4–10$33.60M19.5%
11–25$31.84M18.5%
Rest$78.59M45.7%
Top 3 weight
16.2%
Top 10 weight
35.8%
Voting Authority Distribution
Total shares with voting rights: 1.43M
Sole
Full voting authority
1.31M
shares
% of voting shares91.3%
Shared
Joint voting authority
2.66K
shares
% of voting shares0.2%
None
No voting authority
121.41K
shares
% of voting shares8.5%
Investment Discretion (by position count)
Sole1
Shared0
Other223
Dominant voting typeSole · 91.3% of voting shares
Institutional Holdings224
Rows:
ISHARES TR
DFNDShares159.38K
TypeSH
Market value$14.43M
8.39%
Sole
154.70K
Shared
0.00
None
4.68K
APPLE INC
DFNDShares27.48K
TypeSH
Market value$6.98M
4.06%
Sole
25.49K
Shared
0.00
None
1.99K
ISHARES TR
DFNDShares96.61K
TypeSH
Market value$6.52M
3.79%
Sole
75.15K
Shared
945.00
None
20.51K
ALPHABET INC
DFNDShares19.58K
TypeSH
Market value$5.63M
3.27%
Sole
19.28K
Shared
0.00
None
300.00
MICROSOFT CORP
DFNDShares14.95K
TypeSH
Market value$5.53M
3.22%
Sole
13.79K
Shared
0.00
None
1.16K
NVIDIA CORPORATION
DFNDShares31.05K
TypeSH
Market value$5.42M
3.15%
Sole
30.75K
Shared
0.00
None
300.00
ISHARES INC
DFNDShares72.06K
TypeSH
Market value$5.03M
2.92%
Sole
70.87K
Shared
0.00
None
1.19K
ISHARES TR
DFNDShares7.13K
TypeSH
Market value$4.66M
2.71%
Sole
6.83K
Shared
192.00
None
114.00
AMAZON COM INC
DFNDShares19.67K
TypeSH
Market value$4.10M
2.38%
Sole
19.27K
Shared
0.00
None
400.00
VANGUARD SCOTTSDALE FDS
DFNDShares55.32K
TypeSH
Market value$3.24M
1.88%
Sole
48.98K
Shared
344.00
None
6K
ISHARES TR
DFNDShares32.35K
TypeSH
Market value$3.14M
1.83%
Sole
18.53K
Shared
0.00
None
13.82K
BROADCOM INC
DFNDShares9.65K
TypeSH
Market value$2.99M
1.74%
Sole
9.11K
Shared
0.00
None
535.00
VANGUARD BD INDEX FDS
DFNDShares37.55K
TypeSH
Market value$2.77M
1.61%
Sole
35.35K
Shared
535.00
None
1.67K
VANGUARD INDEX FDS
DFNDShares7.77K
TypeSH
Market value$2.23M
1.30%
Sole
7.77K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares17.66K
TypeSH
Market value$2.19M
1.28%
Sole
10.71K
Shared
0.00
None
6.95K
JPMORGAN CHASE & CO
DFNDShares7.40K
TypeSH
Market value$2.18M
1.27%
Sole
6.24K
Shared
0.00
None
1.16K
VISA INC
DFNDShares6.84K
TypeSH
Market value$2.07M
1.20%
Sole
6.79K
Shared
0.00
None
50.00
VANGUARD INTL EQUITY INDEX F
DFNDShares36.91K
TypeSH
Market value$1.99M
1.16%
Sole
30.55K
Shared
0.00
None
6.36K
MERCK & CO INC
DFNDShares15.85K
TypeSH
Market value$1.91M
1.11%
Sole
15.77K
Shared
0.00
None
75.00
WALMART INC
DFNDShares14.81K
TypeSH
Market value$1.84M
1.07%
Sole
14.56K
Shared
0.00
None
250.00
JOHNSON & JOHNSON
DFNDShares7.43K
TypeSH
Market value$1.82M
1.06%
Sole
6.67K
Shared
0.00
None
755.00
VANGUARD SCOTTSDALE FDS
DFNDShares30.46K
TypeSH
Market value$1.81M
1.05%
Sole
28.69K
Shared
646.00
None
1.12K
EXXON MOBIL CORP
DFNDShares9.72K
TypeSH
Market value$1.65M
0.96%
Sole
9.72K
Shared
0.00
None
0.00
CATERPILLAR INC
DFNDShares2.31K
TypeSH
Market value$1.64M
0.95%
Sole
2.06K
Shared
0.00
None
250.00
META PLATFORMS INC
DFNDShares2.83K
TypeSH
Market value$1.62M
0.94%
Sole
2.81K
Shared
0.00
None
20.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRDFND | ETF - INTERNATIONAL EQUITY | 159.38K | SH | $14.43M 8.39% | 154.70K | 0.00 | 4.68K |
APPLE INCDFND | COMMON STOCK | 27.48K | SH | $6.98M 4.06% | 25.49K | 0.00 | 1.99K |
ISHARES TRDFND | ETF - MID CAP | 96.61K | SH | $6.52M 3.79% | 75.15K | 945.00 | 20.51K |
ALPHABET INCDFND | COMMON STOCK | 19.58K | SH | $5.63M 3.27% | 19.28K | 0.00 | 300.00 |
MICROSOFT CORPDFND | COMMON STOCK | 14.95K | SH | $5.53M 3.22% | 13.79K | 0.00 | 1.16K |
NVIDIA CORPORATIONDFND | COMMON STOCK | 31.05K | SH | $5.42M 3.15% | 30.75K | 0.00 | 300.00 |
ISHARES INCDFND | ETF - INTERNATIONAL EQUITY | 72.06K | SH | $5.03M 2.92% | 70.87K | 0.00 | 1.19K |
ISHARES TRDFND | ETF - LARGE CAP | 7.13K | SH | $4.66M 2.71% | 6.83K | 192.00 | 114.00 |
AMAZON COM INCDFND | COMMON STOCK | 19.67K | SH | $4.10M 2.38% | 19.27K | 0.00 | 400.00 |
VANGUARD SCOTTSDALE FDSDFND | ETF - FIXED INCOME | 55.32K | SH | $3.24M 1.88% | 48.98K | 344.00 | 6K |
ISHARES TRDFND | ETF - INTERNATIONAL EQUITY | 32.35K | SH | $3.14M 1.83% | 18.53K | 0.00 | 13.82K |
BROADCOM INCDFND | COMMON STOCK | 9.65K | SH | $2.99M 1.74% | 9.11K | 0.00 | 535.00 |
VANGUARD BD INDEX FDSDFND | ETF - FIXED INCOME | 37.55K | SH | $2.77M 1.61% | 35.35K | 535.00 | 1.67K |
VANGUARD INDEX FDSDFND | ETF - MID CAP | 7.77K | SH | $2.23M 1.30% | 7.77K | 0.00 | 0.00 |
ISHARES TRDFND | ETF - SMALL CAP | 17.66K | SH | $2.19M 1.28% | 10.71K | 0.00 | 6.95K |
JPMORGAN CHASE & CODFND | COMMON STOCK | 7.40K | SH | $2.18M 1.27% | 6.24K | 0.00 | 1.16K |
VISA INCDFND | COMMON STOCK | 6.84K | SH | $2.07M 1.20% | 6.79K | 0.00 | 50.00 |
VANGUARD INTL EQUITY INDEX FDFND | ETF - INTERNATIONAL EQUITY | 36.91K | SH | $1.99M 1.16% | 30.55K | 0.00 | 6.36K |
MERCK & CO INCDFND | COMMON STOCK | 15.85K | SH | $1.91M 1.11% | 15.77K | 0.00 | 75.00 |
WALMART INCDFND | COMMON STOCK | 14.81K | SH | $1.84M 1.07% | 14.56K | 0.00 | 250.00 |
JOHNSON & JOHNSONDFND | COMMON STOCK | 7.43K | SH | $1.82M 1.06% | 6.67K | 0.00 | 755.00 |
VANGUARD SCOTTSDALE FDSDFND | ETF - FIXED INCOME | 30.46K | SH | $1.81M 1.05% | 28.69K | 646.00 | 1.12K |
EXXON MOBIL CORPDFND | COMMON STOCK | 9.72K | SH | $1.65M 0.96% | 9.72K | 0.00 | 0.00 |
CATERPILLAR INCDFND | COMMON STOCK | 2.31K | SH | $1.64M 0.95% | 2.06K | 0.00 | 250.00 |
META PLATFORMS INCDFND | COMMON STOCK | 2.83K | SH | $1.62M 0.94% | 2.81K | 0.00 | 20.00 |
Page 1 of 9
…