Free Trial

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. 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

Apple
$5,163,833
Microsoft
$4,416,700

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)
Coca-Cola
2,725 shares (about $195.12K)
Chevron
785 shares (about $131.32K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSouth Plains Financial

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$10,429,745$100,690 1.0%137,8698.1%ETF
Apple Inc. stock logo
AAPL
Apple
$5,163,833$308,315 6.3%23,2474.0%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$5,126,247$43,813 -0.8%87,8694.0%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$4,416,700$372,000 9.2%11,7663.4%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,562,373$99,454 2.9%6,3402.8%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$3,054,080$44,362 -1.4%52,0472.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,953,769$203,577 7.4%15,5252.3%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,884,333$192,990 7.2%18,6522.2%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,750,781$198,443 7.8%25,3812.1%Computer and Technology
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$2,674,245$74,046 2.8%49,5512.1%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$2,614,380$2,452 -0.1%31,9922.0%Finance
Visa Inc. stock logo
V
Visa
$2,182,928$1,402 0.1%6,2291.7%Business Services
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,915,264$5,689 -0.3%7,4061.5%ETF
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$1,857,538$20,136 1.1%31,2721.4%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,767,681$29,910 -1.7%39,0651.4%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$1,739,788$40,561 -2.3%19,2161.4%ETF
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock logo
HYS
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
$1,589,124$17,887 -1.1%16,9691.2%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,540,416$10,875 0.7%14,7311.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,490,189$23,058 1.6%6,0751.2%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,479,053$55,897 -3.6%8,6791.2%Consumer Staples
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,438,151$231,676 -13.9%8,6721.1%Medical
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$1,373,7740.0%28,4191.1%Manufacturing
BLACKROCK INC
$1,341,129$16,090 -1.2%1,4171.0%COMMON STOCK
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,326,496$134,044 11.2%8,8471.0%Consumer Staples
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,306,566$56,481 4.5%2,2671.0%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$1,297,810$164,144 14.5%3,3841.0%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$1,234,410$131,320 -9.6%7,3791.0%Energy
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,233,8950.0%24,2751.0%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,226,7480.0%13,2151.0%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$1,216,064$113,708 -8.6%5,7430.9%Multi-Sector Conglomerates
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,214,563$327,340 -21.2%2,3190.9%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$1,181,682$61,598 5.5%5,6400.9%Medical
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$1,136,237$28,587 2.6%5,9620.9%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$1,118,9370.0%18,7270.9%ETF
General Dynamics Co. stock logo
GD
General Dynamics
$1,066,273$27,529 -2.5%3,9120.8%Aerospace
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,041,113$148,192 16.6%11,5990.8%Medical
Walmart Inc. stock logo
WMT
Walmart
$1,018,962$10,271 1.0%11,6070.8%Retail/Wholesale
Bank of America Co. stock logo
BAC
Bank of America
$1,014,583$19,984 -1.9%24,3190.8%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$999,9820.0%10,1090.8%Finance
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$964,097$12,075 -1.2%5,5890.8%Finance
Zoetis Inc. stock logo
ZTS
Zoetis
$946,878$39,021 4.3%5,7510.7%Medical
Morgan Stanley stock logo
MS
Morgan Stanley
$917,129$25,784 -2.7%7,8610.7%Finance
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$888,359$6,612 -0.7%3,4930.7%Computer and Technology
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$867,652$6,882 0.8%37,0640.7%ETF
Deere & Company stock logo
DE
Deere & Company
$859,818$74,624 -8.0%1,8320.7%Industrials
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$857,2050.0%35,2180.7%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$832,3120.0%33,4800.6%ETF
EOG Resources, Inc. stock logo
EOG
EOG Resources
$790,976$2,693 0.3%6,1680.6%Energy
Cummins Inc. stock logo
CMI
Cummins
$787,034$3,448 -0.4%2,5110.6%Auto/Tires/Trucks
Accenture plc stock logo
ACN
Accenture
$785,364$17,785 -2.2%2,5170.6%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$767,532$54,263 7.6%4,4980.6%Computer and Technology
Stryker Co. stock logo
SYK
Stryker
$751,557$8,934 1.2%2,0190.6%Medical
Marriott International, Inc. stock logo
MAR
Marriott International
$736,514$18,580 -2.5%3,0920.6%Consumer Discretionary
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$730,381$29,314 4.2%5,0330.6%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$724,294$118,037 19.5%4,3260.6%Computer and Technology
Public Storage stock logo
PSA
Public Storage
$713,472$7,781 -1.1%2,3840.6%Finance
Global X S&P 500 Catholic Values ETF stock logo
CATH
Global X S&P 500 Catholic Values ETF
$709,1700.0%10,5000.6%Manufacturing
The Walt Disney Company stock logo
DIS
Walt Disney
$705,202$25,859 -3.5%7,1450.5%Consumer Discretionary
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$703,562$4,473 -0.6%5,8200.5%Business Services
Tesla, Inc. stock logo
TSLA
Tesla
$691,398$104,176 17.7%2,6680.5%Auto/Tires/Trucks
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$685,722$53,324 8.4%9,3360.5%ETF
RTX Co. stock logo
RTX
RTX
$651,161$236,569 57.1%4,9160.5%Aerospace
The Home Depot, Inc. stock logo
HD
Home Depot
$643,529$19,423 3.1%1,7560.5%Retail/Wholesale
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$613,077$16,412 -2.6%5,1550.5%Energy
McDonald's Co. stock logo
MCD
McDonald's
$558,803$80,275 16.8%1,7890.4%Retail/Wholesale
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$558,2700.0%9980.4%Finance
Oracle Co. stock logo
ORCL
Oracle
$555,031$2,377 0.4%3,9700.4%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$554,0330.0%2,8560.4%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$552,0900.0%1,5290.4%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$546,780$660 -0.1%1,6580.4%Industrials
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$533,636$71,897 15.6%1,0020.4%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$528,449$27,177 5.4%7,2530.4%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$519,133$76,506 17.3%8,4140.4%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$514,496$21,753 4.4%5440.4%Retail/Wholesale
iShares Core MSCI Europe ETF stock logo
IEUR
iShares Core MSCI Europe ETF
$514,462$42,105 8.9%8,5530.4%ETF
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$483,355$204,943 73.6%2,7500.4%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$478,505$4,040 0.9%6,7510.4%Utilities
The Southern Company stock logo
SO
Southern
$477,587$568,249 -54.3%5,1940.4%Utilities
WisdomTree Emerging Markets High Dividend Fund stock logo
DEM
WisdomTree Emerging Markets High Dividend Fund
$464,5350.0%11,0420.4%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$427,288$3,125 -0.7%2,7350.3%Computer and Technology
Paychex, Inc. stock logo
PAYX
Paychex
$426,5830.0%2,7650.3%Business Services
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$424,956$42,727 11.2%14,1230.3%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$412,939$17,954 -4.2%2,0700.3%Finance
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$405,4160.0%3,8450.3%ETF
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$401,807$86,615 -17.7%2,2360.3%Computer and Technology
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$400,8570.0%3,7960.3%ETF
Prologis, Inc. stock logo
PLD
Prologis
$398,965$1,900 -0.5%3,5690.3%Finance
Booking Holdings Inc. stock logo
BKNG
Booking
$396,182$82,922 26.5%860.3%Retail/Wholesale
Starbucks Co. stock logo
SBUX
Starbucks
$377,050$63,659 -14.4%3,8440.3%Retail/Wholesale
Pfizer Inc. stock logo
PFE
Pfizer
$376,270$38,744 -9.3%14,8490.3%Medical
Dow Inc. stock logo
DOW
DOW
$347,517$168,191 93.8%9,9550.3%Basic Materials
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$343,595$25,577 8.0%5,2660.3%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$335,866$90,559 36.9%6750.3%Medical
Salesforce, Inc. stock logo
CRM
Salesforce
$332,479$92,042 38.3%1,2390.3%Computer and Technology
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$308,250$10,901 3.7%2,5450.2%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$307,2110.0%1,3270.2%Business Services
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$304,644$82,433 37.1%5950.2%Aerospace
Chubb Limited stock logo
CB
Chubb
$292,609$71,265 32.2%9690.2%Finance
Eaton Co. plc stock logo
ETN
Eaton
$289,752$72,846 33.6%1,0660.2%Industrials
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$284,6360.0%4,6080.2%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data