SOUTH PLAINS FINANCIAL, INC.

Bank

CIK

1163668

Location

LUBBOCK, TX

Portfolio Value

Small $186,195,492

Diversification

Diversified

Reports for

CITY BANK

Filing Date

Global Rank

#6,735 / 8,827 ▼ 43

Top Industry

Semiconductors 12.5%

Period ended 4 months ago

Filed Aug 13, 2026 · 3mo

7 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Bank

SEC filer profile, Oct 17, 2026

SIC code

6022

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

11.9 effective positions (12 or fewer)

Turnover

Low turnover

8.4% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.8 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 52.0%; sector active share 27.7% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

208 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

27.0%

+2.7 pts

Top 5

41.6%

+2.8 pts

Top 10

51.8%

+2.4 pts

HHI

839

Diversified+138

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	40.6%	$75,641,210	58
Technology	20.1%	$37,390,841	28
Financial Services	8.5%	$15,814,684	25
Industrials	6.6%	$12,357,521	18
Communication Services	5.9%	$10,998,515	8
Consumer Cyclical	5.6%	$10,355,076	14
Healthcare	5.4%	$10,080,492	16
Consumer Defensive	3.0%	$5,525,031	12
Energy	2.2%	$4,182,659	14
Real Estate	0.8%	$1,560,995	5
Utilities	0.8%	$1,452,491	4
Basic Materials	0.4%	$835,977	6

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHO	Schwab Short-Term U.S. Treasury ETF	+44,667	82,202	$1,984,356
VO	VANGUARD MID-CAP INDEX FUND	+18,347	26,116	$2,104,166
—		+11,220	14,025	$384,425
IWF	iShares Russell 1000 Growth ETF	+4,587	6,116	$759,423
BKNG	Booking Holdings Inc.	+3,593	3,742	$666,974
PLTR	Palantir Technologies Inc.	+1,634	3,913	$456,529
SLB	Slb Limited	+1,040	1,185	$55,090
JPM	Jpmorgan Chase & Co	+999	8,399	$2,749,244
ANET	Arista Networks, Inc.	+860	910	$154,590
BX	Blackstone Inc.	+725	4,452	$523,866
IEMG	iShares Trust	+670	72,725	$6,024,539
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	+590	17,706	$531,357
LRCX	Lam Research Corp	+572	1,330	$576,328
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	+510	55,828	$3,249,189
ABT	Abbott Laboratories	+500	4,535	$411,505
CRM	Salesforce, Inc.	+494	5,341	$836,721
IJR	iShares Core S&P Small-Cap ETF	+474	18,131	$2,689,008
AVEM	Avantis Emerging Markets Equity ETF	+454	8,783	$847,471
BRK-B	Berkshire Hathaway Inc	+415	3,197	$1,599,746
META	Meta Platforms, Inc.	+381	3,211	$1,808,723
HBAN	Huntington Bancshares Inc	+355	2,090	$37,055
IBM	International Business Machines Corp	+264	3,046	$856,564
GE	General Electric Co	+210	329	$122,957
AGG	iShares Core U.S. Aggregate Bond ETF	+201	13,009	$1,287,630
XOM	ExxonMobil Holdings Corp	+195	9,915	$1,355,578
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DOW	Dow Inc.	−12,410	3,316	$90,725
VNQ	VANGUARD REAL ESTATE INDEX FUND	−5,790	12,270	$1,183,195
EOG	Eog Resources Inc	−2,150	3,516	$456,129
IJH	iShares Core S&P Mid-Cap ETF	−1,482	95,123	$7,334,933
NVDA	Nvidia Corp	−1,128	29,923	$5,987,293
BAC	Bank Of America Corp	−648	20,300	$1,156,694
RSP	Victory Portfolios II	−558	231	$49,149
WMT	Walmart Inc.	−501	14,311	$1,620,863
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−420	36,494	$2,178,326
DIS	Walt Disney Co	−410	5,229	$503,290
GOOGL	Alphabet Inc.	−369	19,207	$6,864,004
AMZN	Amazon Com Inc	−358	19,310	$4,602,344
IEFA	iShares Core MSCI EAFE ETF	−353	159,029	$15,359,020
PSA	Public Storage	−330	2,108	$670,997
MUB	iShares National Muni Bond ETF	−300	3,545	$381,512
SUB	iShares Short-Term National Muni Bond ETF	−300	3,496	$372,219
AAPL	Apple Inc.	−273	27,212	$7,874,063
MRK	Merck & Co., Inc.	−267	15,578	$2,001,772
UBER	Uber Technologies, Inc	−265	7,828	$564,867
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−262	37,292	$2,737,605
ICE	Intercontinental Exchange, Inc.	−262	4,897	$602,869
GM	General Motors Co	−250	982	$75,692
PEP	Pepsico Inc	−245	9,489	$1,284,810
GLW	Corning Inc	−241	132	$33,716
PG	PROCTER & GAMBLE Co	−205	9,567	$1,402,904
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
LIN	Linde PLC	125	$64,866
SMMD	iShares Russell 2500 ETF	463	$42,424
ACN	Accenture plc	60	$7,466
INTC	Intel Corp	3	$418
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	6,211	$1,403,871
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	32,613	$812,389
PYPL	PayPal Holdings, Inc.	7,311	$330,676
PH	Parker-Hannifin Corp	52	$46,552
AZN	Astrazeneca PLC	188	$37,077
ADI	Analog Devices Inc	35	$11,134
SNPS	Synopsys Inc	19	$7,533
AIG	American International Group, Inc.	94	$7,073
GILD	Gilead Sciences, Inc.	47	$6,550
HPE	Hewlett Packard Enterprise Co	257	$6,119
DOV	DOVER Corp	29	$6,045
FDX	Fedex Corp	15	$5,342
CTVA	Corteva, Inc.	63	$5,273
RJF	Raymond James Financial Inc	36	$5,212
INTU	Intuit Inc.	12	$5,188
ITT	Itt Inc.	24	$4,572
SPGI	S&P Global Inc.	10	$4,253
CTAS	Cintas Corp	24	$4,059
SHW	Sherwin Williams Co	12	$3,846
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

208 tracked positions · $186,195,492 total · filing declares 298 positions · $186,192,500 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 208 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
IEFA	iShares Core MSCI EAFE ETF	Reduced	159,029	-353	$15,359,020	+6.4%	7	before history	8.25%
AAPL	Apple Inc. Technology	Reduced	27,212	-273	$7,874,063	+12.9%	7	before history	4.23%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	95,123	-1,482	$7,334,933	+12.4%	7	before history	3.94%
GOOGL	Alphabet Inc. Communication Services	Reduced	19,207	-369	$6,864,004	+21.9%	7	before history	3.69%
IEMG	iShares Trust	Added	72,725	+670	$6,024,539	—	7	before history	3.24%
NVDA	Nvidia Corp Technology	Reduced	29,923	-1,128	$5,987,293	+10.6%	7	before history	3.22%
MSFT	Microsoft Corp Technology	Reduced	14,926	-25	$5,567,696	+0.6%	7	before history	2.99%
IVV	iShares Core S&P 500 ETF	Reduced	7,083	-51	$5,304,387	+13.8%	7	before history	2.85%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	19,310	-358	$4,602,344	+12.4%	7	before history	2.47%
AVGO	Broadcom Inc. Technology	Reduced	9,577	-72	$3,617,711	+21.1%	7	before history	1.94%
EFA	iShares MSCI EAFE ETF	Reduced	32,332	-21	$3,358,647	+6.9%	7	before history	1.80%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Added	55,828	+510	$3,249,189	+0.3%	7	before history	1.75%
JPM	Jpmorgan Chase & Co Financial Services	Added	8,399	+999	$2,749,244	+26.3%	7	before history	1.48%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	37,292	-262	$2,737,605	−1.0%	7	before history	1.47%
IJR	iShares Core S&P Small-Cap ETF	Added	18,131	+474	$2,689,008	+22.5%	7	before history	1.44%
MRVL	Marvell Technology, Inc. Technology	Reduced	8,669	-40	$2,582,407	+199.4%	6	$75.63	1.39%
CAT	Caterpillar Inc Industrials	Reduced	2,235	-74	$2,380,051	+45.5%	7	before history	1.28%
V	Visa Inc. Financial Services	Reduced	6,694	-151	$2,296,643	+11.0%	7	before history	1.23%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	36,494	-420	$2,178,326	+9.2%	7	before history	1.17%
VO	VANGUARD MID-CAP INDEX FUND	Added	26,116	+18,347	$2,104,166	−5.7%	7	before history	1.13%
MRK	Merck & Co., Inc. Healthcare	Reduced	15,578	-267	$2,001,772	+5.0%	7	before history	1.08%
SCHO	Schwab Short-Term U.S. Treasury ETF	Added	82,202	+44,667	$1,984,356	+117.8%	7	before history	1.07%
JNJ	Johnson & Johnson Healthcare	Reduced	7,365	-62	$1,870,488	+3.0%	7	before history	1.00%
IVW	iShares S&P 500 Growth ETF	Held	13,365	0	$1,838,088	+21.6%	7	before history	0.99%
META	Meta Platforms, Inc. Communication Services	Added	3,211	+381	$1,808,723	+11.7%	7	before history	0.97%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Added	30,652	+190	$1,807,854	−0.3%	7	before history	0.97%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,237	-87	$1,782,082	+10.9%	7	before history	0.96%
VEA	Vanguard FTSE Developed Markets ETF	Added	24,469	+36	$1,743,416	+11.4%	7	before history	0.94%
CMI	Cummins Inc Industrials	Added	2,434	+23	$1,735,953	+33.8%	7	before history	0.93%
PANW	Palo Alto Networks Inc Technology	Reduced	4,778	-20	$1,629,393	+111.8%	7	before history	0.88%
WMT	Walmart Inc. Consumer Defensive	Reduced	14,311	-501	$1,620,863	−11.9%	7	before history	0.87%
MS	Morgan Stanley Financial Services	Reduced	7,694	-86	$1,608,353	+25.6%	7	before history	0.86%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,197	+415	$1,599,746	+20.0%	7	before history	0.86%
ABBV	AbbVie Inc. Healthcare	Reduced	6,346	-158	$1,596,906	+12.9%	7	before history	0.86%
IVE	iShares S&P 500 Value ETF	Held	7,016	0	$1,593,052	+7.5%	7	before history	0.86%
RTX	RTX Corp Industrials	Added	8,369	+66	$1,587,850	−0.9%	7	before history	0.85%
ISTB	iShares Core 1-5 Year USD Bond ETF	Held	31,534	0	$1,521,515	−0.4%	7	before history	0.82%
ETN	Eaton Corp plc Industrials	Reduced	3,419	-100	$1,456,904	+15.8%	7	before history	0.78%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	9,567	-205	$1,402,904	−0.6%	7	before history	0.75%
XOM	ExxonMobil Holdings Corp Energy	Added	9,915	+195	$1,355,578	−17.8%	7	before history	0.73%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	13,009	+201	$1,287,630	+1.3%	7	before history	0.69%
PEP	Pepsico Inc Consumer Defensive	Reduced	9,489	-245	$1,284,810	−15.0%	7	before history	0.69%
GD	General Dynamics Corp Industrials	Held	3,609	0	$1,278,451	+3.2%	7	before history	0.69%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	2,501	-6	$1,253,900	+1.8%	7	before history	0.67%
CDNS	Cadence Design Systems Inc Technology	Reduced	3,340	-60	$1,253,568	+32.7%	7	before history	0.67%
CSCO	Cisco Systems, Inc. Technology	Reduced	10,492	-178	$1,232,390	+48.9%	7	before history	0.66%
DE	Deere & Co Industrials	Reduced	1,929	-41	$1,223,621	+10.3%	7	before history	0.66%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	4,962	-139	$1,221,743	+15.1%	7	before history	0.66%
CVX	Chevron Corp Energy	Reduced	7,302	-121	$1,210,379	−21.2%	7	before history	0.65%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Reduced	12,270	-5,790	$1,183,195	−26.1%	7	before history	0.64%

Showing the top 50 of 208 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.