South Plains Financial Top Holdings and 13F Report (2025)

About South Plains Financial

South Plains Financial NASDAQ: SPFI has filed 13-F forms with the SEC as an investor. South Plains Financial is itself a publicly traded company. South Plains Financial, Inc. operates as a bank holding company for City Bank that provides commercial and consumer financial services to small and medium-sized businesses and individuals. The company operates through two segments, Banking and Insurance. For more information on South Plains Financial stock, visit the South Plains Financial stock profile here.

Investment Activity

South Plains Financial has $128.26 million in total holdings as of March 31, 2025.
South Plains Financial owns shares of 238 different stocks, but just 63 companies or ETFs make up 80% of its holdings.
Approximately 3.89% of the portfolio was purchased this quarter.
About 3.55% of the portfolio was sold this quarter.
This quarter, South Plains Financial has purchased 267 new stocks and bought additional shares in 71 stocks.
South Plains Financial sold shares of 62 stocks and completely divested from 38 stocks this quarter.

Largest Holdings

iShares Core MSCI EAFE ETF: $10,429,745
Apple: $5,163,833
iShares Core S&P Mid-Cap ETF: $5,126,247
Microsoft: $4,416,700
iShares Core S&P 500 ETF: $3,562,373

Largest New Holdings this Quarter

573874104 - Marvell Technology: $192,004 Holding
025072604 - Avantis Emerging Markets Equity ETF: $40,975 Holding
969457100 - Williams Companies: $9,322 Holding
253868103 - Digital Realty Trust: $5,874 Holding
66987V109 - Novartis: $5,796 Holding

Largest Purchases this Quarter

Microsoft: 991 shares (about $372.00K)
Apple: 1,388 shares (about $308.32K)
RTX: 1,786 shares (about $236.57K)
The PNC Financial Services Group: 1,166 shares (about $204.94K)
Amazon.com: 1,070 shares (about $203.58K)

Largest Sales this Quarter

Southern: 6,180 shares (about $568.25K)
UnitedHealth Group: 625 shares (about $327.34K)
Johnson & Johnson: 1,397 shares (about $231.68K)
CocaCola: 2,725 shares (about $195.12K)
Chevron: 785 shares (about $131.32K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IEFA iShares Core MSCI EAFE ETF	$10,429,745	$100,690 ▲	1.0%	137,869	8.1%	ETF
AAPL Apple	$5,163,833	$308,315 ▲	6.3%	23,247	4.0%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$5,126,247	$43,813 ▼	-0.8%	87,869	4.0%	ETF
MSFT Microsoft	$4,416,700	$372,000 ▲	9.2%	11,766	3.4%	Computer and Technology
IVV iShares Core S&P 500 ETF	$3,562,373	$99,454 ▲	2.9%	6,340	2.8%	ETF
VGSH Vanguard Short-Term Treasury ETF	$3,054,080	$44,362 ▼	-1.4%	52,047	2.4%	ETF
AMZN Amazon.com	$2,953,769	$203,577 ▲	7.4%	15,525	2.3%	Retail/Wholesale
GOOGL Alphabet	$2,884,333	$192,990 ▲	7.2%	18,652	2.2%	Computer and Technology
NVDA NVIDIA	$2,750,781	$198,443 ▲	7.8%	25,381	2.1%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$2,674,245	$74,046 ▲	2.8%	49,551	2.1%	ETF
EFA iShares MSCI EAFE ETF	$2,614,380	$2,452 ▼	-0.1%	31,992	2.0%	Finance
V Visa	$2,182,928	$1,402 ▲	0.1%	6,229	1.7%	Business Services
VO Vanguard Mid-Cap ETF	$1,915,264	$5,689 ▼	-0.3%	7,406	1.5%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$1,857,538	$20,136 ▲	1.1%	31,272	1.4%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$1,767,681	$29,910 ▼	-1.7%	39,065	1.4%	ETF
VNQ Vanguard Real Estate ETF	$1,739,788	$40,561 ▼	-2.3%	19,216	1.4%	ETF
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	$1,589,124	$17,887 ▼	-1.1%	16,969	1.2%	ETF
IJR iShares Core S&P Small-Cap ETF	$1,540,416	$10,875 ▲	0.7%	14,731	1.2%	ETF
JPM JPMorgan Chase & Co.	$1,490,189	$23,058 ▲	1.6%	6,075	1.2%	Finance
PG Procter & Gamble	$1,479,053	$55,897 ▼	-3.6%	8,679	1.2%	Consumer Staples
JNJ Johnson & Johnson	$1,438,151	$231,676 ▼	-13.9%	8,672	1.1%	Medical
ISTB iShares Core 1-5 Year USD Bond ETF	$1,373,774		0.0%	28,419	1.1%	Manufacturing
BLACKROCK INC	$1,341,129	$16,090 ▼	-1.2%	1,417	1.0%	COMMON STOCK
PEP PepsiCo	$1,326,496	$134,044 ▲	11.2%	8,847	1.0%	Consumer Staples
META Meta Platforms	$1,306,566	$56,481 ▲	4.5%	2,267	1.0%	Computer and Technology
ADBE Adobe	$1,297,810	$164,144 ▲	14.5%	3,384	1.0%	Computer and Technology
CVX Chevron	$1,234,410	$131,320 ▼	-9.6%	7,379	1.0%	Energy
VEA Vanguard FTSE Developed Markets ETF	$1,233,895		0.0%	24,275	1.0%	ETF
IVW iShares S&P 500 Growth ETF	$1,226,748		0.0%	13,215	1.0%	ETF
HON Honeywell International	$1,216,064	$113,708 ▼	-8.6%	5,743	0.9%	Multi-Sector Conglomerates
UNH UnitedHealth Group	$1,214,563	$327,340 ▼	-21.2%	2,319	0.9%	Medical
ABBV AbbVie	$1,181,682	$61,598 ▲	5.5%	5,640	0.9%	Medical
IVE iShares S&P 500 Value ETF	$1,136,237	$28,587 ▲	2.6%	5,962	0.9%	ETF
DFAS Dimensional U.S. Small Cap ETF	$1,118,937		0.0%	18,727	0.9%	ETF
GD General Dynamics	$1,066,273	$27,529 ▼	-2.5%	3,912	0.8%	Aerospace
MRK Merck & Co., Inc.	$1,041,113	$148,192 ▲	16.6%	11,599	0.8%	Medical
WMT Walmart	$1,018,962	$10,271 ▲	1.0%	11,607	0.8%	Retail/Wholesale
BAC Bank of America	$1,014,583	$19,984 ▼	-1.9%	24,319	0.8%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$999,982		0.0%	10,109	0.8%	Finance
ICE Intercontinental Exchange	$964,097	$12,075 ▼	-1.2%	5,589	0.8%	Finance
ZTS Zoetis	$946,878	$39,021 ▲	4.3%	5,751	0.7%	Medical
MS Morgan Stanley	$917,129	$25,784 ▼	-2.7%	7,861	0.7%	Finance
CDNS Cadence Design Systems	$888,359	$6,612 ▼	-0.7%	3,493	0.7%	Computer and Technology
SPHY SPDR Portfolio High Yield Bond ETF	$867,652	$6,882 ▲	0.8%	37,064	0.7%	ETF
DE Deere & Company	$859,818	$74,624 ▼	-8.0%	1,832	0.7%	Industrials
SCHO Schwab Short-Term U.S. Treasury ETF	$857,205		0.0%	35,218	0.7%	ETF
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$832,312		0.0%	33,480	0.6%	ETF
EOG EOG Resources	$790,976	$2,693 ▲	0.3%	6,168	0.6%	Energy
CMI Cummins	$787,034	$3,448 ▼	-0.4%	2,511	0.6%	Auto/Tires/Trucks
ACN Accenture	$785,364	$17,785 ▼	-2.2%	2,517	0.6%	Computer and Technology
PANW Palo Alto Networks	$767,532	$54,263 ▲	7.6%	4,498	0.6%	Computer and Technology
SYK Stryker	$751,557	$8,934 ▲	1.2%	2,019	0.6%	Medical
MAR Marriott International	$736,514	$18,580 ▼	-2.5%	3,092	0.6%	Consumer Discretionary
AMAT Applied Materials	$730,381	$29,314 ▲	4.2%	5,033	0.6%	Computer and Technology
AVGO Broadcom	$724,294	$118,037 ▲	19.5%	4,326	0.6%	Computer and Technology
PSA Public Storage	$713,472	$7,781 ▼	-1.1%	2,384	0.6%	Finance
CATH Global X S&P 500 Catholic Values ETF	$709,170		0.0%	10,500	0.6%	Manufacturing
DIS Walt Disney	$705,202	$25,859 ▼	-3.5%	7,145	0.5%	Consumer Discretionary
J Jacobs Solutions	$703,562	$4,473 ▼	-0.6%	5,820	0.5%	Business Services
TSLA Tesla	$691,398	$104,176 ▲	17.7%	2,668	0.5%	Auto/Tires/Trucks
BND Vanguard Total Bond Market ETF	$685,722	$53,324 ▲	8.4%	9,336	0.5%	ETF
RTX RTX	$651,161	$236,569 ▲	57.1%	4,916	0.5%	Aerospace
HD Home Depot	$643,529	$19,423 ▲	3.1%	1,756	0.5%	Retail/Wholesale
XOM Exxon Mobil	$613,077	$16,412 ▼	-2.6%	5,155	0.5%	Energy
MCD McDonald's	$558,803	$80,275 ▲	16.8%	1,789	0.4%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$558,270		0.0%	998	0.4%	Finance
ORCL Oracle	$555,031	$2,377 ▲	0.4%	3,970	0.4%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$554,033		0.0%	2,856	0.4%	ETF
IWF iShares Russell 1000 Growth ETF	$552,090		0.0%	1,529	0.4%	ETF
CAT Caterpillar	$546,780	$660 ▼	-0.1%	1,658	0.4%	Industrials
BRK.B Berkshire Hathaway	$533,636	$71,897 ▲	15.6%	1,002	0.4%	Finance
UBER Uber Technologies	$528,449	$27,177 ▲	5.4%	7,253	0.4%	Computer and Technology
CSCO Cisco Systems	$519,133	$76,506 ▲	17.3%	8,414	0.4%	Computer and Technology
COST Costco Wholesale	$514,496	$21,753 ▲	4.4%	544	0.4%	Retail/Wholesale
IEUR iShares Core MSCI Europe ETF	$514,462	$42,105 ▲	8.9%	8,553	0.4%	ETF
PNC The PNC Financial Services Group	$483,355	$204,943 ▲	73.6%	2,750	0.4%	Finance
NEE NextEra Energy	$478,505	$4,040 ▲	0.9%	6,751	0.4%	Utilities
SO Southern	$477,587	$568,249 ▼	-54.3%	5,194	0.4%	Utilities
DEM WisdomTree Emerging Markets High Dividend Fund	$464,535		0.0%	11,042	0.4%	Finance
GOOG Alphabet	$427,288	$3,125 ▼	-0.7%	2,735	0.3%	Computer and Technology
PAYX Paychex	$426,583		0.0%	2,765	0.3%	Computer and Technology
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$424,956	$42,727 ▲	11.2%	14,123	0.3%	ETF
IWM iShares Russell 2000 ETF	$412,939	$17,954 ▼	-4.2%	2,070	0.3%	Finance
MUB iShares National Muni Bond ETF	$405,416		0.0%	3,845	0.3%	ETF
TXN Texas Instruments	$401,807	$86,615 ▼	-17.7%	2,236	0.3%	Computer and Technology
SUB iShares Short-Term National Muni Bond ETF	$400,857		0.0%	3,796	0.3%	ETF
PLD Prologis	$398,965	$1,900 ▼	-0.5%	3,569	0.3%	Finance
BKNG Booking	$396,182	$82,922 ▲	26.5%	86	0.3%	Retail/Wholesale
SBUX Starbucks	$377,050	$63,659 ▼	-14.4%	3,844	0.3%	Retail/Wholesale
PFE Pfizer	$376,270	$38,744 ▼	-9.3%	14,849	0.3%	Medical
DOW DOW	$347,517	$168,191 ▲	93.8%	9,955	0.3%	Basic Materials
PYPL PayPal	$343,595	$25,577 ▲	8.0%	5,266	0.3%	Business Services
TMO Thermo Fisher Scientific	$335,866	$90,559 ▲	36.9%	675	0.3%	Medical
CRM Salesforce	$332,479	$92,042 ▲	38.3%	1,239	0.3%	Computer and Technology
HDV iShares Core High Dividend ETF	$308,250	$10,901 ▲	3.7%	2,545	0.2%	ETF
WM Waste Management	$307,211		0.0%	1,327	0.2%	Business Services
NOC Northrop Grumman	$304,644	$82,433 ▲	37.1%	595	0.2%	Aerospace
CB Chubb	$292,609	$71,265 ▲	32.2%	969	0.2%	Finance
ETN Eaton	$289,752	$72,846 ▲	33.6%	1,066	0.2%	Industrials
DGRO iShares Core Dividend Growth ETF	$284,636		0.0%	4,608	0.2%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

South Plains Financial Top Holdings and 13F Report (2025)

About South Plains Financial

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

South Plains Financial Top Holdings and 13F Report (2025)

About South Plains Financial

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSouth Plains Financial

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools