South Plains Financial, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), South Plains Financial, Inc. reported 223 stock positions worth $172.0 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 8.4% of the portfolio, followed by Apple (AAPL, 4.1%) and iShares Core S&P Midcap ETF (IJH, 3.8%). Compared with Q4 2025, it opened 10 new positions, sold out of 36, added to 94 and reduced 55. The biggest buy was Vanguard Total Bond Market (BND, shares +203%) and the biggest sale Alphabet Class A (GOOGL, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- LUBBOCK, TX
- CIK
- 0001163668
- Portfolio Value
- $172.0M (Q1 2026)
- SEC Filing
- 0001140361-26-021063 ↗ filed May 13, 2026
Holdings Value
Holdings 223 stocks · $172.0M
| IEFA iShares Core MSCI Eafe ETF | 8.39% | 159,382 | $14.4M | Add +11.2% |
| AAPL Apple Inc. | 4.06% | 27,485 | $7.0M | Reduce -0.8% |
| IJH iShares Core S&P Midcap ETF | 3.79% | 96,605 | $6.5M | Add +2.6% |
| GOOGL Alphabet Inc. Class A | 3.27% | 19,576 | $5.6M | Reduce -5.8% |
| MSFT Microsoft Corp. | 3.22% | 14,951 | $5.5M | Add +7.5% |
| NVDA Nvidia Corp. | 3.15% | 31,051 | $5.4M | Add +5.1% |
| IEMG iShares Core MSCI Emerging | 2.92% | 72,055 | $5.0M | Add +19.7% |
| IVV iShares Core S&P 500 ETF | 2.71% | 7,134 | $4.7M | Add +4.7% |
| AMZN Amazon.com Inc. | 2.38% | 19,668 | $4.1M | Add +3.6% |
| VGSH Vanguard Short-Term Treasury | 1.88% | 55,318 | $3.2M | Add +2.6% |
| EFA iShares MSCI Eafe ETF | 1.83% | 32,353 | $3.1M | Add +1.1% |
| AVGO Broadcom Inc. | 1.74% | 9,649 | $3.0M | Add +26.2% |
| BND Vanguard Total Bond Market | 1.61% | 37,554 | $2.8M | Add +202.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.30% | 7,769 | $2.2M | Add +1.8% |
| IJR iShares Core S&P Small-Cap E | 1.28% | 17,657 | $2.2M | Add +14.5% |
| JPM JPMorgan Chase & Co. | 1.27% | 7,400 | $2.2M | Add +4.1% |
| V Visa Inc. Class A | 1.20% | 6,845 | $2.1M | Add +1.6% |
| VWO Vanguard Ftse Emerging Marke | 1.16% | 36,914 | $2.0M | Reduce -0.8% |
| MRK Merck & Co. Inc. | 1.11% | 15,845 | $1.9M | Add +2.0% |
| WMT Walmart Inc. | 1.07% | 14,812 | $1.8M | Add +2.8% |
| JNJ Johnson & Johnson | 1.06% | 7,427 | $1.8M | Reduce -13.0% |
| VGIT Vanguard Intermediate-Term T | 1.05% | 30,462 | $1.8M | Reduce -10.6% |
| XOM Exxon Mobil Corp. | 0.96% | 9,720 | $1.6M | Add +3.2% |
| CAT Caterpillar Inc. | 0.95% | 2,309 | $1.6M | Add +5.6% |
| META Meta Platforms Inc. Class A | 0.94% | 2,830 | $1.6M | Add +8.4% |
| TSLA Tesla Inc. | 0.93% | 4,324 | $1.6M | Add +9.2% |
| VNQ Vanguard Real Estate ETF | 0.93% | 18,060 | $1.6M | Reduce -2.8% |
| RTX RTX Corp. | 0.93% | 8,303 | $1.6M | Add +6.9% |
| VEA Vanguard Ftse Developed ETF | 0.91% | 24,433 | $1.6M | Add +1.5% |
| CVX Chevron Corp. | 0.89% | 7,423 | $1.5M | Reduce -0.2% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.89% | 31,534 | $1.5M | No change |
| IVW iShares S&P 500 Growth ETF | 0.88% | 13,365 | $1.5M | No change |
| PEP Pepsico Inc. | 0.88% | 9,734 | $1.5M | Reduce -0.2% |
| IVE iShares S&P 500 Value ETF | 0.86% | 7,016 | $1.5M | No change |
| ABBV Abbvie Inc. | 0.82% | 6,504 | $1.4M | Add +0.5% |
| PG The Procter & Gamble Co. | 0.82% | 9,772 | $1.4M | Add +3.2% |
| HON Honeywell International Inc. | 0.82% | 6,211 | $1.4M | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.78% | 2,782 | $1.3M | Add +17.5% |
| CMI Cummins Inc. | 0.75% | 2,411 | $1.3M | Reduce -2.6% |
| MS Morgan Stanley | 0.74% | 7,780 | $1.3M | Reduce -2.2% |
| AGG iShares Core U.S. Aggregate | 0.74% | 12,808 | $1.3M | Add +5.3% |
| ETN Eaton Corp. PLC | 0.73% | 3,519 | $1.3M | Add +66.0% |
| GD General Dynamics Corp. | 0.72% | 3,609 | $1.2M | Reduce -1.9% |
| TMO Thermo Fisher Scientific Inc. | 0.72% | 2,507 | $1.2M | Add +9.0% |
| BLK BlackRock Inc. | 0.69% | 1,232 | $1.2M | Reduce -3.5% |
| DE Deere & Co. | 0.65% | 1,970 | $1.1M | Add +1.0% |
| PNC PNC Financial Services Group | 0.62% | 5,101 | $1.1M | Add +7.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.59% | 20,948 | $1.0M | Add +0.1% |
| CDNS Cadence Design SYS Inc. | 0.55% | 3,400 | $945K | Reduce -3.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.54% | 1,434 | $933K | Add +11.3% |
| SCHO Schwab Short-Term US Treas | 0.53% | 37,535 | $911K | Add +5.9% |
| CRM Salesforce Inc. | 0.53% | 4,847 | $905K | Add +33.5% |
| MAR Marriott International Class A | 0.53% | 2,760 | $903K | Reduce -7.3% |
| DFAS Dimensional US Small Cap ETF | 0.51% | 12,363 | $879K | Add +1.9% |
| MRVL Marvell Technology Inc. | 0.50% | 8,709 | $863K | Add +2.3% |
| CSCO Cisco Systems Inc. | 0.48% | 10,670 | $828K | Add +3.8% |
| CATH Global X S&P 500 Ca Val ETF | 0.48% | 10,500 | $821K | No change |
| EOG EOG Resources Inc. | 0.48% | 5,666 | $819K | Reduce -2.1% |
| SCHR Schwab Intermediate-Term US | 0.47% | 32,613 | $812K | Reduce -3.1% |
| ICE Intercontinental Exchange Inc. | 0.47% | 5,159 | $811K | Reduce -7.4% |
| MCD McDonald's Corp. | 0.47% | 2,602 | $809K | Add +7.1% |
| COST Costco Wholesale Corp. | 0.46% | 788 | $785K | Add +6.8% |
| HD Home Depot Inc. | 0.45% | 2,362 | $777K | Add +6.2% |
| PANW Palo Alto Networks Inc. | 0.45% | 4,798 | $769K | Reduce -0.5% |
| ZTS Zoetis Inc. | 0.44% | 6,471 | $765K | Add +3.3% |
| GOOG Alphabet Inc. Class C | 0.41% | 2,445 | $701K | Reduce -8.9% |
| SYK Stryker Corp. | 0.40% | 2,069 | $680K | Add +1.0% |
| COP Conocophillips | 0.40% | 5,146 | $679K | Add +1.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.39% | 2,782 | $674K | Add +58.9% |
| LLY Eli Lilly & Co. | 0.39% | 732 | $673K | Add +40.8% |
| AVEM Avantis Emerging Markets Eq | 0.39% | 8,329 | $671K | Add +0.6% |
| NEE Nextera Energy Inc. | 0.39% | 7,198 | $669K | Reduce -2.7% |
| PSA Public Storage | 0.38% | 2,438 | $660K | Add +1.7% |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.38% | 15,726 | $655K | Add +9.6% |
| IWF iShares Russell 1000 Growth | 0.38% | 1,529 | $652K | No change |
| NOC Northrop Grumman Corp. | 0.37% | 937 | $639K | Add +4.6% |
| BKNG Booking Holdings Inc. | 0.36% | 149 | $627K | Add +18.3% |
| VIG Vanguard Dividend Apprec ETF | 0.36% | 2,856 | $614K | No change |
| UNP Union Pacific Corp. | 0.35% | 2,486 | $603K | Add +11.5% |
| IEUR iShares Core MSCI Europe ETF | 0.35% | 8,553 | $601K | No change |
| UBER Uber Technologies Inc. | 0.34% | 8,093 | $582K | Add +1.8% |
| PLD Prologis Inc. | 0.33% | 4,264 | $564K | Reduce -7.5% |
| DEM Wisdomtree Emerging Markets | 0.32% | 11,042 | $549K | No change |
| NFLX Netflix Inc. | 0.32% | 5,705 | $549K | Add +1530.0% |
| CB Chubb Ltd. | 0.32% | 1,682 | $548K | Add +5.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.32% | 5,639 | $543K | Reduce -0.5% |
| ORCL Oracle Corp. | 0.31% | 3,595 | $529K | Reduce -6.3% |
| SPSB SS SPDR P St C Corp. ETF | 0.30% | 17,116 | $514K | Add +13.1% |
| IWM iShares Russell 2000 ETF | 0.30% | 2,068 | $513K | Reduce -0.1% |
| TEL Te Connectivity PLC | 0.29% | 2,396 | $501K | Add +6.8% |
| AMP Ameriprise Financial Inc. | 0.29% | 1,116 | $496K | Add +11.5% |
| DUK Duke Energy Corp. | 0.28% | 3,743 | $490K | Add +51.9% |
| TMUS T-Mobile US Inc. | 0.26% | 2,132 | $448K | Add +68.3% |
| BX Blackstone Inc. | 0.25% | 3,727 | $429K | Add +44.2% |
| ABT Abbott Laboratories | 0.24% | 4,035 | $414K | Add +107.5% |
| ECL Ecolab Inc. | 0.24% | 1,540 | $410K | Add +5.6% |
| MUB iShares National Muni Bond E | 0.24% | 3,845 | $408K | No change |
| SUB iShares Short-Term National | 0.24% | 3,796 | $404K | No change |
| PFE Pfizer Inc. | 0.23% | 14,247 | $400K | Reduce -3.7% |
| URI United Rentals Inc. | 0.23% | 536 | $390K | Add +84.2% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $5K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 125 | $5K | No change |
Total filed on the 13F, all lines: $172.0M.
Portfolio Sells Q4 2025 → Q1 2026
| GOOGL Alphabet Inc. Class A | Reduce -5.8% | 3.27% | −0.59 |
| AAPL Apple Inc. | Reduce -0.8% | 4.06% | −0.42 |
| ADBE Adobe Inc. | Reduce -50.5% | 0.21% | −0.42 |
| UNH Unitedhealth Group Inc. | Reduce -95.5% | 0.01% | −0.28 |
| AMAT Applied Materials Inc. | Reduce -66.7% | 0.18% | −0.24 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.21 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Reduce -90.9% | 0.02% | −0.17 |
| VGIT Vanguard Intermediate-Term T | Reduce -10.6% | 1.05% | −0.16 |
| ORCL Oracle Corp. | Reduce -6.3% | 0.31% | −0.14 |
| BLK BlackRock Inc. | Reduce -3.5% | 0.69% | −0.12 |
| CDNS Cadence Design SYS Inc. | Reduce -3.0% | 0.55% | −0.10 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.10 |
| MS Morgan Stanley | Reduce -2.2% | 0.74% | −0.10 |
| GOOG Alphabet Inc. Class C | Reduce -8.9% | 0.41% | −0.09 |
| SPHY SS SPDR P High Yield ETF | Reduce -85.3% | 0.01% | −0.08 |
| PANW Palo Alto Networks Inc. | Reduce -0.5% | 0.45% | −0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.07 |
| SBUX Starbucks Corp. | Reduce -43.0% | 0.10% | −0.07 |
| DIS The Walt Disney Co. | Reduce -0.5% | 0.32% | −0.07 |
| FCX Freeport-McMoran Inc. | Reduce -44.8% | 0.11% | −0.07 |
| ICE Intercontinental Exchange Inc. | Reduce -7.4% | 0.47% | −0.06 |
| J Jacobs Solutions Inc. | Sold out | 0.00% | −0.06 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.05 |
| GM General Motors Co. | Reduce -44.0% | 0.05% | −0.05 |
| WFC Wells Fargo & Co. | Reduce -4.7% | 0.19% | −0.05 |
| VNQ Vanguard Real Estate ETF | Reduce -2.8% | 0.93% | −0.05 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.04 |
| JAZZ Jazz Pharmaceuticals PLC | Sold out | 0.00% | −0.04 |
| INTU Intuit Inc. | Reduce -88.6% | 0.00% | −0.04 |
| NSC Norfolk Southern Corp. | Sold out | 0.00% | −0.04 |
| STLD Steel Dynamics Inc. | Reduce -77.8% | 0.01% | −0.03 |
| XEL Xcel Energy Inc. | Sold out | 0.00% | −0.03 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -34.1% | 0.05% | −0.03 |
| WM Waste Management Inc. | Reduce -17.3% | 0.17% | −0.03 |
| BN Brookfield Corp. | Sold out | 0.00% | −0.03 |
| SCHR Schwab Intermediate-Term US | Reduce -3.1% | 0.47% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.8% | 1.16% | −0.03 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −0.03 |
| UHS Universal Health Services-B | Sold out | 0.00% | −0.03 |
| LDOS Leidos Holdings Inc. | Sold out | 0.00% | −0.03 |
| MDT Medtronic PLC | Reduce -7.8% | 0.12% | −0.03 |
| GILD Gilead Sciences Inc. | Reduce -88.8% | 0.00% | −0.03 |
| SPGI S&P Global Inc. | Reduce -89.0% | 0.00% | −0.03 |
| MAR Marriott International Class A | Reduce -7.3% | 0.53% | −0.02 |
| OTIS Otis Worldwide Corp. | Sold out | 0.00% | −0.02 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.02 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.02 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.02 |
| PLD Prologis Inc. | Reduce -7.5% | 0.33% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| BND Vanguard Total Bond Market | Add +202.6% | 1.61% | +1.06 |
| IEFA iShares Core MSCI Eafe ETF | Add +11.2% | 8.39% | +0.76 |
| IEMG iShares Core MSCI Emerging | Add +19.7% | 2.92% | +0.52 |
| ETN Eaton Corp. PLC | Add +66.0% | 0.73% | +0.33 |
| NFLX Netflix Inc. | Add +1530.0% | 0.32% | +0.30 |
| XOM Exxon Mobil Corp. | Add +3.2% | 0.96% | +0.28 |
| AMD Advanced Micro Devices | New | 0.21% | +0.21 |
| TSCO Tractor Supply Company | New | 0.21% | +0.21 |
| CAT Caterpillar Inc. | Add +5.6% | 0.95% | +0.21 |
| PLTR Palantir Technologies Inc. Class A | New | 0.19% | +0.19 |
| DOW Dow Inc. | Add +9.6% | 0.38% | +0.18 |
| IJR iShares Core S&P Small-Cap E | Add +14.5% | 1.28% | +0.17 |
| AVGO Broadcom Inc. | Add +26.2% | 1.74% | +0.16 |
| MRK Merck & Co. Inc. | Add +2.0% | 1.11% | +0.14 |
| WMT Walmart Inc. | Add +2.8% | 1.07% | +0.12 |
| DUK Duke Energy Corp. | Add +51.9% | 0.28% | +0.11 |
| COP Conocophillips | Add +1.3% | 0.40% | +0.11 |
| TMUS T-Mobile US Inc. | Add +68.3% | 0.26% | +0.11 |
| DE Deere & Co. | Add +1.0% | 0.65% | +0.11 |
| HON Honeywell International Inc. | Add +0.2% | 0.82% | +0.10 |
| IJH iShares Core S&P Midcap ETF | Add +2.6% | 3.79% | +0.10 |
| ABT Abbott Laboratories | Add +107.5% | 0.24% | +0.10 |
| URI United Rentals Inc. | Add +84.2% | 0.23% | +0.09 |
| RTX RTX Corp. | Add +6.9% | 0.93% | +0.08 |
| IBM Intl Business Machines Corp. | Add +58.9% | 0.39% | +0.08 |
| COST Costco Wholesale Corp. | Add +6.8% | 0.46% | +0.08 |
| BIV Vanguard Intermediate-Term B | New | 0.08% | +0.08 |
| MRVL Marvell Technology Inc. | Add +2.3% | 0.50% | +0.07 |
| GVI iShares Intermediate Governm | New | 0.07% | +0.07 |
| NOC Northrop Grumman Corp. | Add +4.6% | 0.37% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +17.5% | 0.78% | +0.07 |
| LLY Eli Lilly & Co. | Add +40.8% | 0.39% | +0.06 |
| UNP Union Pacific Corp. | Add +11.5% | 0.35% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +35.5% | 0.16% | +0.04 |
| PNC PNC Financial Services Group | Add +7.8% | 0.62% | +0.03 |
| MCD McDonald's Corp. | Add +7.1% | 0.47% | +0.03 |
| SPSB SS SPDR P St C Corp. ETF | Add +13.1% | 0.30% | +0.03 |
| LRCX Lam Research Corp. | Add +8.6% | 0.09% | +0.02 |
| CB Chubb Ltd. | Add +5.1% | 0.32% | +0.02 |
| GE General Electric | New | 0.02% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +11.3% | 0.54% | +0.02 |
| BNY Bank of New York Mellon Corp. | Add +41.5% | 0.07% | +0.02 |
| WMB Williams Cos Inc. | Add +24.2% | 0.06% | +0.02 |
| GLW Corning Inc. | Add +56.7% | 0.03% | +0.02 |
| AGG iShares Core U.S. Aggregate | Add +5.3% | 0.74% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +1.5% | 0.91% | +0.02 |
| SCHO Schwab Short-Term US Treas | Add +5.9% | 0.53% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +14.7% | 0.20% | +0.01 |
| PG The Procter & Gamble Co. | Add +3.2% | 0.82% | +0.01 |
| PSA Public Storage | Add +1.7% | 0.38% | +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 |