Filed: 8/13/2026ACC: 0001140361-26-032642
📋 What this filing means
SOUTH PLAINS FINANCIAL, INC. filed this quarterly 13F‑HR report disclosing 209 equity positions with a total reported market value of $186.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
209
Positions
$186.19M
Total AUM (reported)
1.44M
Total Shares
Allocation by class
COMMON STOCK$111.87M60.1%
ETF - INTERNATIONAL EQUITY$30.47M16.4%
ETF - LARGE CAP$15.74M8.5%
ETF - FIXED INCOME$13.99M7.5%
ETF - MID CAP$9.65M5.2%
ETF - SMALL CAP$4.33M2.3%
ETF - ALTERNATIVE INVESTMENTS$150.4K0.1%
Portfolio Concentration
Top 3$30.57M16.4%
4–10$37.97M20.4%
11–25$35.83M19.2%
Rest$81.83M43.9%
Top 3 weight
16.4%
Top 10 weight
36.8%
Voting Authority Distribution
Total shares with voting rights: 1.44M
Sole
Full voting authority
1.32M
shares
% of voting shares91.5%
Shared
Joint voting authority
2.66K
shares
% of voting shares0.2%
None
No voting authority
120.56K
shares
% of voting shares8.3%
Investment Discretion (by position count)
Sole1
Shared0
Other208
Dominant voting typeSole · 91.5% of voting shares
Institutional Holdings209
Rows:
ISHARES TR
DFNDShares159.03K
TypeSH
Market value$15.36M
8.25%
Sole
154.35K
Shared
0.00
None
4.68K
APPLE INC
DFNDShares27.21K
TypeSH
Market value$7.87M
4.23%
Sole
25.22K
Shared
0.00
None
1.99K
ISHARES TR
DFNDShares95.12K
TypeSH
Market value$7.33M
3.94%
Sole
73.67K
Shared
945.00
None
20.51K
ALPHABET INC
DFNDShares19.21K
TypeSH
Market value$6.86M
3.69%
Sole
18.91K
Shared
0.00
None
300.00
ISHARES INC
DFNDShares72.72K
TypeSH
Market value$6.02M
3.24%
Sole
71.54K
Shared
0.00
None
1.19K
NVIDIA CORPORATION
DFNDShares29.92K
TypeSH
Market value$5.99M
3.22%
Sole
29.62K
Shared
0.00
None
300.00
MICROSOFT CORP
DFNDShares14.93K
TypeSH
Market value$5.57M
2.99%
Sole
13.77K
Shared
0.00
None
1.16K
ISHARES TR
DFNDShares7.08K
TypeSH
Market value$5.30M
2.85%
Sole
6.78K
Shared
192.00
None
114.00
AMAZON COM INC
DFNDShares19.31K
TypeSH
Market value$4.60M
2.47%
Sole
18.91K
Shared
0.00
None
400.00
BROADCOM INC
DFNDShares9.58K
TypeSH
Market value$3.62M
1.94%
Sole
9.04K
Shared
0.00
None
535.00
ISHARES TR
DFNDShares32.33K
TypeSH
Market value$3.36M
1.80%
Sole
18.51K
Shared
0.00
None
13.82K
VANGUARD SCOTTSDALE FDS
DFNDShares55.83K
TypeSH
Market value$3.25M
1.75%
Sole
49.48K
Shared
344.00
None
6K
JPMORGAN CHASE & CO
DFNDShares8.40K
TypeSH
Market value$2.75M
1.48%
Sole
7.24K
Shared
0.00
None
1.16K
VANGUARD BD INDEX FDS
DFNDShares37.29K
TypeSH
Market value$2.74M
1.47%
Sole
35.23K
Shared
535.00
None
1.53K
ISHARES TR
DFNDShares18.13K
TypeSH
Market value$2.69M
1.44%
Sole
11.18K
Shared
0.00
None
6.95K
MARVELL TECHNOLOGY INC
DFNDShares8.67K
TypeSH
Market value$2.58M
1.39%
Sole
8.40K
Shared
0.00
None
270.00
CATERPILLAR INC
DFNDShares2.23K
TypeSH
Market value$2.38M
1.28%
Sole
1.99K
Shared
0.00
None
250.00
VISA INC
DFNDShares6.69K
TypeSH
Market value$2.30M
1.23%
Sole
6.64K
Shared
0.00
None
50.00
VANGUARD INTL EQUITY INDEX F
DFNDShares36.49K
TypeSH
Market value$2.18M
1.17%
Sole
30.13K
Shared
0.00
None
6.36K
VANGUARD INDEX FDS
DFNDShares26.12K
TypeSH
Market value$2.10M
1.13%
Sole
26.12K
Shared
0.00
None
0.00
MERCK & CO INC
DFNDShares15.58K
TypeSH
Market value$2.00M
1.08%
Sole
15.50K
Shared
0.00
None
75.00
SCHWAB STRATEGIC TR
DFNDShares82.20K
TypeSH
Market value$1.98M
1.07%
Sole
82.20K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
DFNDShares7.37K
TypeSH
Market value$1.87M
1.00%
Sole
6.61K
Shared
0.00
None
755.00
ISHARES TR
DFNDShares13.37K
TypeSH
Market value$1.84M
0.99%
Sole
13.37K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares3.21K
TypeSH
Market value$1.81M
0.97%
Sole
3.19K
Shared
0.00
None
20.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRDFND | ETF - INTERNATIONAL EQUITY | 159.03K | SH | $15.36M 8.25% | 154.35K | 0.00 | 4.68K |
APPLE INCDFND | COMMON STOCK | 27.21K | SH | $7.87M 4.23% | 25.22K | 0.00 | 1.99K |
ISHARES TRDFND | ETF - MID CAP | 95.12K | SH | $7.33M 3.94% | 73.67K | 945.00 | 20.51K |
ALPHABET INCDFND | COMMON STOCK | 19.21K | SH | $6.86M 3.69% | 18.91K | 0.00 | 300.00 |
ISHARES INCDFND | ETF - INTERNATIONAL EQUITY | 72.72K | SH | $6.02M 3.24% | 71.54K | 0.00 | 1.19K |
NVIDIA CORPORATIONDFND | COMMON STOCK | 29.92K | SH | $5.99M 3.22% | 29.62K | 0.00 | 300.00 |
MICROSOFT CORPDFND | COMMON STOCK | 14.93K | SH | $5.57M 2.99% | 13.77K | 0.00 | 1.16K |
ISHARES TRDFND | ETF - LARGE CAP | 7.08K | SH | $5.30M 2.85% | 6.78K | 192.00 | 114.00 |
AMAZON COM INCDFND | COMMON STOCK | 19.31K | SH | $4.60M 2.47% | 18.91K | 0.00 | 400.00 |
BROADCOM INCDFND | COMMON STOCK | 9.58K | SH | $3.62M 1.94% | 9.04K | 0.00 | 535.00 |
ISHARES TRDFND | ETF - INTERNATIONAL EQUITY | 32.33K | SH | $3.36M 1.80% | 18.51K | 0.00 | 13.82K |
VANGUARD SCOTTSDALE FDSDFND | ETF - FIXED INCOME | 55.83K | SH | $3.25M 1.75% | 49.48K | 344.00 | 6K |
JPMORGAN CHASE & CODFND | COMMON STOCK | 8.40K | SH | $2.75M 1.48% | 7.24K | 0.00 | 1.16K |
VANGUARD BD INDEX FDSDFND | ETF - FIXED INCOME | 37.29K | SH | $2.74M 1.47% | 35.23K | 535.00 | 1.53K |
ISHARES TRDFND | ETF - SMALL CAP | 18.13K | SH | $2.69M 1.44% | 11.18K | 0.00 | 6.95K |
MARVELL TECHNOLOGY INCDFND | COMMON STOCK | 8.67K | SH | $2.58M 1.39% | 8.40K | 0.00 | 270.00 |
CATERPILLAR INCDFND | COMMON STOCK | 2.23K | SH | $2.38M 1.28% | 1.99K | 0.00 | 250.00 |
VISA INCDFND | COMMON STOCK | 6.69K | SH | $2.30M 1.23% | 6.64K | 0.00 | 50.00 |
VANGUARD INTL EQUITY INDEX FDFND | ETF - INTERNATIONAL EQUITY | 36.49K | SH | $2.18M 1.17% | 30.13K | 0.00 | 6.36K |
VANGUARD INDEX FDSDFND | ETF - MID CAP | 26.12K | SH | $2.10M 1.13% | 26.12K | 0.00 | 0.00 |
MERCK & CO INCDFND | COMMON STOCK | 15.58K | SH | $2.00M 1.08% | 15.50K | 0.00 | 75.00 |
SCHWAB STRATEGIC TRDFND | ETF - FIXED INCOME | 82.20K | SH | $1.98M 1.07% | 82.20K | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COMMON STOCK | 7.37K | SH | $1.87M 1.00% | 6.61K | 0.00 | 755.00 |
ISHARES TRDFND | ETF - LARGE CAP | 13.37K | SH | $1.84M 0.99% | 13.37K | 0.00 | 0.00 |
META PLATFORMS INCDFND | COMMON STOCK | 3.21K | SH | $1.81M 0.97% | 3.19K | 0.00 | 20.00 |
Page 1 of 9
…