South Plains Financial, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), South Plains Financial, Inc. reported 237 stock positions worth $128.3 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 8.1% of the portfolio, followed by Apple (AAPL, 4.0%) and iShares Core S&P Midcap ETF (IJH, 4.0%). Compared with Q4 2024, it opened 9 new positions, sold out of 38, added to 71 and reduced 62. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +1%) and the biggest sale Southern (SO, shares −54%).
- Most Recent 13F
- Q2 2026
- Location
- LUBBOCK, TX
- CIK
- 0001163668
- Portfolio Value
- $128.3M (Q1 2025)
- SEC Filing
- 0001140361-25-018989 ↗ filed May 14, 2025
Holdings Value
Holdings 237 stocks · $128.3M
| IEFA iShares Core MSCI Eafe ETF | 8.13% | 137,869 | $10.4M | Add +1.0% |
| AAPL Apple Inc. | 4.03% | 23,247 | $5.2M | Add +6.3% |
| IJH iShares Core S&P Midcap ETF | 4.00% | 87,869 | $5.1M | Reduce -0.8% |
| MSFT Microsoft Corp. | 3.44% | 11,766 | $4.4M | Add +9.2% |
| IVV iShares Core S&P 500 ETF | 2.78% | 6,340 | $3.6M | Add +2.9% |
| VGSH Vanguard Short-Term Treasury | 2.38% | 52,047 | $3.1M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 2.30% | 15,525 | $3.0M | Add +7.4% |
| GOOGL Alphabet Inc. Class A | 2.25% | 18,652 | $2.9M | Add +7.2% |
| NVDA Nvidia Corp. | 2.14% | 25,381 | $2.8M | Add +7.8% |
| IEMG iShares Core MSCI Emerging | 2.09% | 49,551 | $2.7M | Add +2.9% |
| EFA iShares MSCI Eafe ETF | 2.04% | 31,992 | $2.6M | Reduce -0.1% |
| V Visa Inc. Class A | 1.70% | 6,229 | $2.2M | Add +0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.49% | 7,406 | $1.9M | Reduce -0.3% |
| VGIT Vanguard Intermediate-Term T | 1.45% | 31,272 | $1.9M | Add +1.1% |
| VWO Vanguard Ftse Emerging Marke | 1.38% | 39,065 | $1.8M | Reduce -1.7% |
| VNQ Vanguard Real Estate ETF | 1.36% | 19,216 | $1.7M | Reduce -2.3% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 1.24% | 16,969 | $1.6M | Reduce -1.1% |
| IJR iShares Core S&P Small-Cap E | 1.20% | 14,731 | $1.5M | Add +0.7% |
| JPM JPMorgan Chase & Co. | 1.16% | 6,075 | $1.5M | Add +1.6% |
| PG The Procter & Gamble Co. | 1.15% | 8,679 | $1.5M | Reduce -3.6% |
| JNJ Johnson & Johnson | 1.12% | 8,672 | $1.4M | Reduce -13.9% |
| ISTB iShares Core 1-5 Year Usd Bo | 1.07% | 28,419 | $1.4M | No change |
| BLK BlackRock Inc. | 1.05% | 1,417 | $1.3M | Reduce -1.2% |
| PEP Pepsico Inc. | 1.03% | 8,847 | $1.3M | Add +11.2% |
| META Meta Platforms Inc. Class A | 1.02% | 2,267 | $1.3M | Add +4.5% |
| ADBE Adobe Inc. | 1.01% | 3,384 | $1.3M | Add +14.5% |
| CVX Chevron Corp. | 0.96% | 7,379 | $1.2M | Reduce -9.6% |
| VEA Vanguard Ftse Developed ETF | 0.96% | 24,275 | $1.2M | No change |
| IVW iShares S&P 500 Growth ETF | 0.96% | 13,215 | $1.2M | No change |
| HON Honeywell International Inc. | 0.95% | 5,743 | $1.2M | Reduce -8.6% |
| UNH Unitedhealth Group Inc. | 0.95% | 2,319 | $1.2M | Reduce -21.2% |
| ABBV Abbvie Inc. | 0.92% | 5,640 | $1.2M | Add +5.5% |
| IVE iShares S&P 500 Value ETF | 0.89% | 5,962 | $1.1M | Add +2.6% |
| DFAS Dimensional US Small Cap ETF | 0.87% | 18,727 | $1.1M | No change |
| GD General Dynamics Corp. | 0.83% | 3,912 | $1.1M | Reduce -2.5% |
| MRK Merck & Co. Inc. | 0.81% | 11,599 | $1.0M | Add +16.6% |
| WMT Walmart Inc. | 0.79% | 11,607 | $1.0M | Add +1.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.79% | 24,319 | $1.0M | Reduce -1.9% |
| AGG iShares Core U.S. Aggregate | 0.78% | 10,109 | $1000K | No change |
| ICE Intercontinental Exchange Inc. | 0.75% | 5,589 | $964K | Reduce -1.2% |
| ZTS Zoetis Inc. | 0.74% | 5,751 | $947K | Add +4.3% |
| MS Morgan Stanley | 0.72% | 7,861 | $917K | Reduce -2.7% |
| CDNS Cadence Design SYS Inc. | 0.69% | 3,493 | $888K | Reduce -0.7% |
| SPHY SS SPDR P High Yield ETF | 0.68% | 37,064 | $868K | Add +0.8% |
| DE Deere & Co. | 0.67% | 1,832 | $860K | Reduce -8.0% |
| SCHO Schwab Short-Term US Treas | 0.67% | 35,218 | $857K | No change |
| SCHR Schwab Intermediate-Term US | 0.65% | 33,480 | $832K | No change |
| EOG EOG Resources Inc. | 0.62% | 6,168 | $791K | Add +0.3% |
| CMI Cummins Inc. | 0.61% | 2,511 | $787K | Reduce -0.4% |
| ACN Accenture PLC Class A | 0.61% | 2,517 | $785K | Reduce -2.2% |
| PANW Palo Alto Networks Inc. | 0.60% | 4,498 | $768K | Add +7.6% |
| SYK Stryker Corp. | 0.59% | 2,019 | $752K | Add +1.2% |
| MAR Marriott International Class A | 0.57% | 3,092 | $737K | Reduce -2.5% |
| AMAT Applied Materials Inc. | 0.57% | 5,033 | $730K | Add +4.2% |
| AVGO Broadcom Inc. | 0.56% | 4,326 | $724K | Add +19.5% |
| PSA Public Storage | 0.56% | 2,384 | $713K | Reduce -1.1% |
| CATH Global X S&P 500 Ca Val ETF | 0.55% | 10,500 | $709K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.55% | 7,145 | $705K | Reduce -3.5% |
| J Jacobs Solutions Inc. | 0.55% | 5,820 | $704K | Reduce -0.6% |
| TSLA Tesla Inc. | 0.54% | 2,668 | $691K | Add +17.7% |
| BND Vanguard Total Bond Market | 0.53% | 9,336 | $686K | Add +8.4% |
| RTX RTX Corp. | 0.51% | 4,916 | $651K | Add +57.1% |
| HD Home Depot Inc. | 0.50% | 1,756 | $644K | Add +3.1% |
| XOM Exxon Mobil Corp. | 0.48% | 5,155 | $613K | Reduce -2.6% |
| MCD McDonald's Corp. | 0.44% | 1,789 | $559K | Add +16.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.44% | 998 | $558K | No change |
| ORCL Oracle Corp. | 0.43% | 3,970 | $555K | Add +0.4% |
| VIG Vanguard Dividend Apprec ETF | 0.43% | 2,856 | $554K | No change |
| IWF iShares Russell 1000 Growth | 0.43% | 1,529 | $552K | No change |
| CAT Caterpillar Inc. | 0.43% | 1,658 | $547K | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 1,002 | $534K | Add +15.6% |
| UBER Uber Technologies Inc. | 0.41% | 7,253 | $528K | Add +5.4% |
| CSCO Cisco Systems Inc. | 0.40% | 8,414 | $519K | Add +17.3% |
| COST Costco Wholesale Corp. | 0.40% | 544 | $514K | Add +4.4% |
| IEUR iShares Core MSCI Europe ETF | 0.40% | 8,553 | $514K | Add +8.9% |
| PNC PNC Financial Services Group | 0.38% | 2,750 | $483K | Add +73.6% |
| NEE Nextera Energy Inc. | 0.37% | 6,751 | $479K | Add +0.8% |
| SO The Southern Co. | 0.37% | 5,194 | $478K | Reduce -54.3% |
| DEM Wisdomtree Emerging Markets | 0.36% | 11,042 | $465K | No change |
| GOOG Alphabet Inc. Class C | 0.33% | 2,735 | $427K | Reduce -0.7% |
| PAYX Paychex Inc. | 0.33% | 2,765 | $427K | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.33% | 14,123 | $425K | Add +11.2% |
| IWM iShares Russell 2000 ETF | 0.32% | 2,070 | $413K | Reduce -4.2% |
| MUB iShares National Muni Bond E | 0.32% | 3,845 | $405K | No change |
| TXN Texas Instruments Inc. | 0.31% | 2,236 | $402K | Reduce -17.7% |
| SUB iShares Short-Term National | 0.31% | 3,796 | $401K | No change |
| PLD Prologis Inc. | 0.31% | 3,569 | $399K | Reduce -0.5% |
| BKNG Booking Holdings Inc. | 0.31% | 86 | $396K | Add +26.5% |
| SBUX Starbucks Corp. | 0.29% | 3,844 | $377K | Reduce -14.4% |
| PFE Pfizer Inc. | 0.29% | 14,849 | $376K | Reduce -9.3% |
| DOW Dow Inc. | 0.27% | 9,955 | $348K | Add +93.8% |
| PYPL PayPal Holdings Inc. | 0.27% | 5,266 | $344K | Add +8.0% |
| TMO Thermo Fisher Scientific Inc. | 0.26% | 675 | $336K | Add +36.9% |
| CRM Salesforce Inc. | 0.26% | 1,239 | $332K | Add +38.3% |
| HDV iShares Core High Dividend E | 0.24% | 2,545 | $308K | Add +3.7% |
| WM Waste Management Inc. | 0.24% | 1,327 | $307K | No change |
| NOC Northrop Grumman Corp. | 0.24% | 595 | $305K | Add +37.1% |
| CB Chubb Ltd. | 0.23% | 969 | $293K | Add +32.2% |
| ETN Eaton Corp. PLC | 0.23% | 1,066 | $290K | Add +33.6% |
| DGRO iShares Core Dividend Growth | 0.22% | 4,608 | $285K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $3K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 125 | $3K | No change |
Total filed on the 13F, all lines: $128.3M.
Portfolio Sells Q4 2024 → Q1 2025
| SO The Southern Co. | Reduce -54.3% | 0.37% | −0.34 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.31 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.8% | 4.00% | −0.22 |
| UNH Unitedhealth Group Inc. | Reduce -21.2% | 0.95% | −0.19 |
| HON Honeywell International Inc. | Reduce -8.6% | 0.95% | −0.14 |
| KO The Coca-Cola Co. | Reduce -97.9% | 0.00% | −0.13 |
| CDNS Cadence Design SYS Inc. | Reduce -0.7% | 0.69% | −0.11 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.11 |
| MAR Marriott International Class A | Reduce -2.5% | 0.57% | −0.10 |
| TGT Target Corp. | Reduce -87.5% | 0.01% | −0.09 |
| DIS The Walt Disney Co. | Reduce -3.5% | 0.55% | −0.08 |
| ACN Accenture PLC Class A | Reduce -2.2% | 0.61% | −0.08 |
| BLK BlackRock Inc. | Reduce -1.2% | 1.05% | −0.08 |
| TXN Texas Instruments Inc. | Reduce -17.7% | 0.31% | −0.08 |
| MO Altria Group Inc. | Reduce -48.7% | 0.10% | −0.07 |
| GOOG Alphabet Inc. Class C | Reduce -0.7% | 0.33% | −0.07 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.07 |
| VZ Verizon Communications Inc. | Reduce -36.4% | 0.17% | −0.06 |
| MS Morgan Stanley | Reduce -2.7% | 0.72% | −0.06 |
| XLK SS Technology Select Sector | Reduce -61.2% | 0.03% | −0.06 |
| CMI Cummins Inc. | Reduce -0.4% | 0.61% | −0.06 |
| F Ford Motor Co. | Reduce -95.3% | 0.00% | −0.06 |
| FCX Freeport-McMoran Inc. | Reduce -21.6% | 0.22% | −0.06 |
| CMC Commercial Metals Co. | Sold out | 0.00% | −0.06 |
| IBM Intl Business Machines Corp. | Reduce -57.6% | 0.05% | −0.05 |
| T AT&T Inc. | Reduce -54.4% | 0.07% | −0.05 |
| XEXGX Eaton Vance Tax-Managed Glob | Sold out | 0.00% | −0.05 |
| SPFI South Plains Financial Inc. | Reduce -21.3% | 0.16% | −0.05 |
| J Jacobs Solutions Inc. | Reduce -0.6% | 0.55% | −0.05 |
| IWM iShares Russell 2000 ETF | Reduce -4.2% | 0.32% | −0.04 |
| BAC Bank of America Corp. | Reduce -1.9% | 0.79% | −0.04 |
| WFC Wells Fargo & Co. | Reduce -22.3% | 0.18% | −0.04 |
| PFE Pfizer Inc. | Reduce -9.3% | 0.29% | −0.04 |
| CAT Caterpillar Inc. | Reduce -0.1% | 0.43% | −0.03 |
| UPS United Parcel Service Class B | Reduce -12.3% | 0.11% | −0.03 |
| GM General Motors Co. | Reduce -6.9% | 0.15% | −0.03 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.03 |
| PM Philip Morris International | Reduce -73.1% | 0.01% | −0.02 |
| WY Weyerhaeuser Co. | Sold out | 0.00% | −0.02 |
| SBUX Starbucks Corp. | Reduce -14.4% | 0.29% | −0.02 |
| HSBC HSBC Holdings PLC-Spons ADR | Sold out | 0.00% | −0.02 |
| MMM 3M Co. | Reduce -46.4% | 0.03% | −0.02 |
| XEL Xcel Energy Inc. | Sold out | 0.00% | −0.02 |
| KYN Kayne Anderson Energy Infra | Sold out | 0.00% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.02 |
| NSC Norfolk Southern Corp. | Sold out | 0.00% | −0.01 |
| TRP TC Energy Corp. | Reduce -79.1% | 0.00% | −0.01 |
| TWO Two Harbors Investment Corp. | Sold out | 0.00% | −0.01 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.01 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| IEFA iShares Core MSCI Eafe ETF | Add +1.0% | 8.13% | +0.80 |
| RTX RTX Corp. | Add +57.1% | 0.51% | +0.23 |
| V Visa Inc. Class A | Add +0.1% | 1.70% | +0.20 |
| ABBV Abbvie Inc. | Add +5.5% | 0.92% | +0.20 |
| IEMG iShares Core MSCI Emerging | Add +2.9% | 2.09% | +0.16 |
| MRVL Marvell Technology Inc. | New | 0.15% | +0.15 |
| PNC PNC Financial Services Group | Add +73.6% | 0.38% | +0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +15.6% | 0.42% | +0.12 |
| DOW Dow Inc. | Add +93.8% | 0.27% | +0.11 |
| PEP Pepsico Inc. | Add +11.2% | 1.03% | +0.11 |
| MCD McDonald's Corp. | Add +16.8% | 0.44% | +0.10 |
| UBER Uber Technologies Inc. | Add +5.4% | 0.41% | +0.10 |
| COP Conocophillips | Add +72.8% | 0.19% | +0.09 |
| NOC Northrop Grumman Corp. | Add +37.1% | 0.24% | +0.08 |
| CSCO Cisco Systems Inc. | Add +17.3% | 0.40% | +0.08 |
| VGIT Vanguard Intermediate-Term T | Add +1.1% | 1.45% | +0.08 |
| IEUR iShares Core MSCI Europe ETF | Add +8.9% | 0.40% | +0.08 |
| CB Chubb Ltd. | Add +32.2% | 0.23% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +1.6% | 1.16% | +0.07 |
| TMO Thermo Fisher Scientific Inc. | Add +36.9% | 0.26% | +0.07 |
| BND Vanguard Total Bond Market | Add +8.4% | 0.53% | +0.06 |
| TEL Te Connectivity PLC | Add +43.8% | 0.20% | +0.06 |
| ECL Ecolab Inc. | Add +35.1% | 0.19% | +0.06 |
| MRK Merck & Co. Inc. | Add +16.6% | 0.81% | +0.06 |
| ZTS Zoetis Inc. | Add +4.3% | 0.74% | +0.05 |
| BKNG Booking Holdings Inc. | Add +26.5% | 0.31% | +0.05 |
| META Meta Platforms Inc. Class A | Add +4.5% | 1.02% | +0.05 |
| AMT American Tower Corp. | Add +34.1% | 0.12% | +0.05 |
| SPSB SS SPDR P St C Corp. ETF | Add +11.2% | 0.33% | +0.04 |
| EOG EOG Resources Inc. | Add +0.3% | 0.62% | +0.04 |
| IVE iShares S&P 500 Value ETF | Add +2.6% | 0.89% | +0.04 |
| SYK Stryker Corp. | Add +1.2% | 0.59% | +0.04 |
| COST Costco Wholesale Corp. | Add +4.4% | 0.40% | +0.04 |
| AMP Ameriprise Financial Inc. | Add +30.8% | 0.20% | +0.03 |
| UNP Union Pacific Corp. | Add +14.8% | 0.19% | +0.03 |
| AVEM Avantis Emerging Markets Eq | New | 0.03% | +0.03 |
| CRM Salesforce Inc. | Add +38.3% | 0.26% | +0.03 |
| HDV iShares Core High Dividend E | Add +3.7% | 0.24% | +0.03 |
| DHR Danaher Corp. | Add +39.7% | 0.14% | +0.03 |
| FTV Fortive Corp. | Add +42.1% | 0.09% | +0.03 |
| CME Cme Group Inc. | Add +16.2% | 0.10% | +0.03 |
| MDT Medtronic PLC | Add +3.5% | 0.15% | +0.02 |
| ETN Eaton Corp. PLC | Add +33.6% | 0.23% | +0.02 |
| SPHY SS SPDR P High Yield ETF | Add +0.8% | 0.68% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +7.6% | 0.60% | +0.02 |
| QCOM Qualcomm Inc. | Add +371.9% | 0.02% | +0.01 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | Add +4.6% | 0.18% | +0.01 |
| CCI Crown Castle Inc. | Add +7.5% | 0.06% | +0.01 |
| EEM iShares MSCI Emerging Market | Add +196.5% | 0.02% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +333.3% | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 208 | $186.2M | IEFA, AAPL, IJH, GOOGL, IEMG |
| Q1 2026 | 223 | $172.0M | IEFA, AAPL, IJH, GOOGL, MSFT |
| Q4 2025 | 249 | $168.1M | IEFA, AAPL, MSFT, GOOGL, IJH |
| Q3 2025 | 224 | $160.2M | IEFA, MSFT, AAPL, IJH, GOOGL |
| Q2 2025 | 229 | $142.2M | IEFA, MSFT, IJH, AAPL, IEMG |
| Q1 2025 | 237 | $128.3M | IEFA, AAPL, IJH, MSFT, IVV |
| Q4 2024 | 266 | $130.9M | IEFA, IJH, AAPL, MSFT, IVV |