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 $142.20 million in total holdings as of June 30, 2025.
South Plains Financial owns shares of 230 different stocks, but just 62 companies or ETFs make up 80% of its holdings.
Approximately 6.49% of the portfolio was purchased this quarter.
About 3.43% of the portfolio was sold this quarter.
This quarter, South Plains Financial has purchased 238 new stocks and bought additional shares in 93 stocks.
South Plains Financial sold shares of 44 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

iShares Core MSCI EAFE ETF: $11,273,995
Microsoft: $6,138,899
iShares Core S&P Mid-Cap ETF: $5,466,348
Apple: $5,072,394
iShares Core MSCI Emerging Markets ETF: $4,298,903

Largest New Holdings this Quarter

09260D107 - Blackstone: $175,450 Holding
023939101 - AMENTUM HOLDINGS INC: $3,199 Holding

Largest Purchases this Quarter

iShares Core MSCI Emerging Markets ETF: 22,074 shares (about $1.32M)
Thermo Fisher Scientific: 1,176 shares (about $476.80K)
Berkshire Hathaway: 907 shares (about $440.57K)
Marvell Technology: 5,205 shares (about $402.87K)
Apple: 1,476 shares (about $302.83K)

Largest Sales this Quarter

PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund: 12,215 shares (about $1.16M)
SPDR Portfolio High Yield Bond ETF: 29,302 shares (about $697.08K)
Jacobs Solutions: 4,328 shares (about $568.90K)
Southern: 2,889 shares (about $265.29K)
iShares Core MSCI EAFE ETF: 2,802 shares (about $233.88K)

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	$11,273,995	$233,882 ▼	-2.0%	135,067	7.9%	ETF
MSFT Microsoft	$6,138,899	$286,502 ▲	4.9%	12,342	4.3%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$5,466,348	$16,745 ▲	0.3%	88,139	3.8%	ETF
AAPL Apple	$5,072,394	$302,829 ▲	6.3%	24,723	3.6%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$4,298,903	$1,324,872 ▲	44.5%	71,625	3.0%	ETF
NVDA NVIDIA	$4,184,033	$174,104 ▲	4.3%	26,483	2.9%	Computer and Technology
IVV iShares Core S&P 500 ETF	$4,023,978	$87,545 ▲	2.2%	6,481	2.8%	ETF
AMZN Amazon.com	$3,657,433	$251,420 ▲	7.4%	16,671	2.6%	Retail/Wholesale
GOOGL Alphabet	$3,510,303	$223,282 ▲	6.8%	19,919	2.5%	Computer and Technology
VGSH Vanguard Short-Term Treasury ETF	$3,266,343	$207,573 ▲	6.8%	55,579	2.3%	ETF
EFA iShares MSCI EAFE ETF	$2,859,759		0.0%	31,992	2.0%	Finance
V Visa	$2,245,964	$34,439 ▲	1.6%	6,326	1.6%	Business Services
VO Vanguard Mid-Cap ETF	$2,065,349	$6,995 ▼	-0.3%	7,381	1.5%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$2,022,384	$152,035 ▲	8.1%	33,814	1.4%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$1,870,535	$61,219 ▼	-3.2%	37,827	1.3%	ETF
JPM JPMorgan Chase & Co.	$1,782,296	$21,163 ▲	1.2%	6,148	1.3%	Finance
META Meta Platforms	$1,712,344	$39,118 ▲	2.3%	2,320	1.2%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$1,691,365	$81,421 ▲	5.1%	15,476	1.2%	ETF
VNQ Vanguard Real Estate ETF	$1,665,039	$46,310 ▼	-2.7%	18,696	1.2%	ETF
ISTB iShares Core 1-5 Year USD Bond ETF	$1,534,128	$151,545 ▲	11.0%	31,534	1.1%	Manufacturing
IVW iShares S&P 500 Growth ETF	$1,471,486	$16,515 ▲	1.1%	13,365	1.0%	ETF
AVGO Broadcom	$1,428,634	$236,222 ▲	19.8%	5,183	1.0%	Computer and Technology
BLACKROCK INC	$1,417,522	$69,250 ▼	-4.7%	1,351	1.0%	COMMON STOCK
VEA Vanguard FTSE Developed Markets ETF	$1,383,915		0.0%	24,275	1.0%	ETF
PG Procter & Gamble	$1,380,643	$2,071 ▼	-0.1%	8,666	1.0%	Consumer Staples
HON Honeywell International	$1,380,032	$42,617 ▲	3.2%	5,926	1.0%	Multi-Sector Conglomerates
IVE iShares S&P 500 Value ETF	$1,371,066	$205,973 ▲	17.7%	7,016	1.0%	ETF
JNJ Johnson & Johnson	$1,317,453	$7,179 ▼	-0.5%	8,625	0.9%	Medical
ADBE Adobe	$1,291,773	$17,409 ▼	-1.3%	3,339	0.9%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$1,206,272	$203,459 ▲	20.3%	12,160	0.8%	Finance
PEP PepsiCo	$1,200,623	$32,481 ▲	2.8%	9,093	0.8%	Consumer Staples
WMT Walmart	$1,193,094	$58,178 ▲	5.1%	12,202	0.8%	Retail/Wholesale
DFAS Dimensional U.S. Small Cap ETF	$1,192,908		0.0%	18,727	0.8%	ETF
TSLA Tesla	$1,142,571	$295,093 ▲	34.8%	3,597	0.8%	Auto/Tires/Trucks
CDNS Cadence Design Systems	$1,107,753	$31,430 ▲	2.9%	3,595	0.8%	Computer and Technology
GD General Dynamics	$1,097,754	$43,164 ▼	-3.8%	3,764	0.8%	Aerospace
ABBV AbbVie	$1,084,934	$38,052 ▲	3.6%	5,845	0.8%	Medical
BAC Bank of America	$1,067,540	$82,981 ▼	-7.2%	22,565	0.8%	Finance
CVX Chevron	$1,054,720	$1,861 ▼	-0.2%	7,366	0.7%	Energy
MS Morgan Stanley	$1,037,561	$69,725 ▼	-6.3%	7,366	0.7%	Finance
MRK Merck & Co., Inc.	$1,025,846	$107,800 ▲	11.7%	12,961	0.7%	Medical
RTX RTX	$1,017,743	$299,920 ▲	41.8%	6,970	0.7%	Aerospace
ICE Intercontinental Exchange	$996,046	$29,355 ▼	-2.9%	5,429	0.7%	Finance
PANW Palo Alto Networks	$976,739	$56,276 ▲	6.1%	4,773	0.7%	Computer and Technology
BRK.B Berkshire Hathaway	$927,296	$440,575 ▲	90.5%	1,909	0.7%	Finance
DE Deere & Company	$917,794	$13,729 ▼	-1.5%	1,805	0.6%	Industrials
ZTS Zoetis	$916,807	$19,961 ▲	2.2%	5,879	0.6%	Medical
AMAT Applied Materials	$890,256	$31,121 ▼	-3.4%	4,863	0.6%	Computer and Technology
SCHO Schwab Short-Term U.S. Treasury ETF	$858,262		0.0%	35,218	0.6%	ETF
ORCL Oracle	$847,832	$20,114 ▼	-2.3%	3,878	0.6%	Computer and Technology
DIS Walt Disney	$839,903	$46,131 ▼	-5.2%	6,773	0.6%	Consumer Discretionary
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$837,669		0.0%	33,480	0.6%	ETF
CMI Cummins	$822,347		0.0%	2,511	0.6%	Auto/Tires/Trucks
SYK Stryker	$802,714	$3,956 ▲	0.5%	2,029	0.6%	Medical
MAR Marriott International	$796,377	$48,356 ▼	-5.7%	2,915	0.6%	Consumer Discretionary
CATH Global X S&P 500 Catholic Values ETF	$792,225		0.0%	10,500	0.6%	Manufacturing
PNC The PNC Financial Services Group	$784,441	$271,795 ▲	53.0%	4,208	0.6%	Finance
CAT Caterpillar	$769,019	$125,388 ▲	19.5%	1,981	0.5%	Industrials
UNH UnitedHealth Group	$752,121	$28,700 ▲	4.0%	2,411	0.5%	Medical
TMO Thermo Fisher Scientific	$750,470	$476,798 ▲	174.2%	1,851	0.5%	Medical
UBER Uber Technologies	$719,153	$42,451 ▲	6.3%	7,708	0.5%	Computer and Technology
EOG EOG Resources	$715,614	$22,127 ▼	-3.0%	5,983	0.5%	Energy
HD Home Depot	$702,082	$58,293 ▲	9.1%	1,915	0.5%	Retail/Wholesale
PSA Public Storage	$700,650	$1,174 ▲	0.2%	2,388	0.5%	Finance
ACN Accenture	$692,496	$59,775 ▼	-7.9%	2,317	0.5%	Computer and Technology
BND Vanguard Total Bond Market ETF	$664,943	$22,457 ▼	-3.3%	9,031	0.5%	ETF
CSCO Cisco Systems	$660,070	$76,317 ▲	13.1%	9,514	0.5%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$649,166		0.0%	1,529	0.5%	ETF
MRVL Marvell Technology	$644,277	$402,867 ▲	166.9%	8,324	0.5%	Computer and Technology
XOM Exxon Mobil	$634,504	$78,801 ▲	14.2%	5,886	0.4%	Energy
SPY SPDR S&P 500 ETF Trust	$616,603		0.0%	998	0.4%	Finance
BKNG Booking	$596,282	$98,415 ▲	19.8%	103	0.4%	Retail/Wholesale
MCD McDonald's	$589,276	$66,611 ▲	12.7%	2,017	0.4%	Retail/Wholesale
VIG Vanguard Dividend Appreciation ETF	$584,536		0.0%	2,856	0.4%	ETF
IEUR iShares Core MSCI Europe ETF	$566,208		0.0%	8,553	0.4%	ETF
COST Costco Wholesale	$534,557	$3,960 ▼	-0.7%	540	0.4%	Retail/Wholesale
ETN Eaton	$504,758	$124,226 ▲	32.6%	1,414	0.4%	Industrials
DEM WisdomTree Emerging Markets High Dividend Fund	$500,091		0.0%	11,042	0.4%	Finance
GOOG Alphabet	$483,387	$1,774 ▼	-0.4%	2,725	0.3%	Computer and Technology
NEE NextEra Energy	$467,674	$972 ▼	-0.2%	6,737	0.3%	Utilities
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	$451,664	$1,160,512 ▼	-72.0%	4,754	0.3%	ETF
CRM Salesforce	$448,019	$110,164 ▲	32.6%	1,643	0.3%	Computer and Technology
IWM iShares Russell 2000 ETF	$446,681		0.0%	2,070	0.3%	Finance
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$427,100	$875 ▲	0.2%	14,152	0.3%	ETF
SUB iShares Short-Term National Muni Bond ETF	$403,666		0.0%	3,796	0.3%	ETF
PAYX Paychex	$402,195		0.0%	2,765	0.3%	Computer and Technology
MUB iShares National Muni Bond ETF	$401,725		0.0%	3,845	0.3%	ETF
TXN Texas Instruments	$394,267	$69,967 ▼	-15.1%	1,899	0.3%	Computer and Technology
PYPL PayPal	$393,682	$2,378 ▲	0.6%	5,298	0.3%	Business Services
PLD Prologis	$379,476	$4,310 ▲	1.1%	3,610	0.3%	Finance
TE CONNECTIVITY PLC	$374,099	$71,345 ▲	23.6%	2,218	0.3%	COMMON STOCK
AMP Ameriprise Financial	$371,996	$95,534 ▲	34.6%	697	0.3%	Finance
NOC Northrop Grumman	$360,968	$63,494 ▲	21.3%	722	0.3%	Aerospace
PFE Pfizer	$359,787		0.0%	14,849	0.3%	Medical
DGRO iShares Core Dividend Growth ETF	$341,705	$47,116 ▲	16.0%	5,345	0.2%	ETF
CB Chubb	$341,559	$60,837 ▲	21.7%	1,179	0.2%	Finance
HDV iShares Core High Dividend ETF	$328,661	$30,464 ▲	10.2%	2,805	0.2%	ETF
UNP Union Pacific	$326,474	$94,790 ▲	40.9%	1,419	0.2%	Transportation
WM Waste Management	$308,219	$4,576 ▲	1.5%	1,347	0.2%	Business Services
FCX Freeport-McMoRan	$304,590	$17,639 ▼	-5.5%	7,028	0.2%	Basic Materials

Showing largest 100 holdings. View all holdings.

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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

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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