Skip to main content
Livermore
Livermore
ZHEN

South Plains Financial, Inc.

SEC CIK
0001163668
Latest filing
Aug 13, 2026

The latest 13F from South Plains Financial, Inc. covers Q2 2026 (filed Aug 13, 2026): 209 long positions worth $186.2M. The top 10 holdings make up 36.8% of the portfolio, and the largest is iShares Core MSCI Eafe ETF at 8.2%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
4
Est. +$115.2K
Added
33
Est. +$3.19M
Reduced
75
Est. −$3.86M
Sold out
19
Est. −$2.71M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core MSCI Eafe ETF46432F842
    8.2%$15.4M
  2. AAPLApple Inc.
    4.2%$7.87MHistory
  3. iShares Core S&P Mid-Cap ETF464287507
    3.9%$7.33M
  4. GOOGLAlphabet Inc.
    3.7%$6.86MHistory
  5. iShares Core MSCI Emerging Markets ETF46434G103
    3.2%$6.02M

Share of portfolio

Top 5 holdings and the other 204 positions, by share of portfolio value

  1. iShares Core MSCI Eafe ETF8.2%
  2. AAPL4.2%
  3. iShares Core S&P Mid-Cap ETF3.9%
  4. GOOGL3.7%
  5. iShares Core MSCI Emerging Markets ETF3.2%
  6. Other 204 positions76.7%

Biggest buys

New and added positions, by estimated amount bought

  1. Schwab Strategic Tr808524862
    +$1.08MAdded
  2. JPMJPMorgan Chase & Co
    +$327.0KAddedHistory
  3. LRCXLam Research Corp
    +$247.9KAddedHistory
  4. METAMeta Platforms, Inc.
    +$214.6KAddedHistory
  5. BRK.BBerkshire Hathaway Inc
    +$207.7KAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Schwab Strategic Tr808524862
    +0.54 pp0.5% → 1.1%
  2. iShares Core MSCI Emerging Markets ETF46434G103
    +0.31 pp2.9% → 3.2%
  3. LRCXLam Research Corp
    +0.22 pp0.1% → 0.3%History
  4. JPMJPMorgan Chase & Co
    +0.21 pp1.3% → 1.5%History
  5. CMICummins Inc
    +0.18 pp0.8% → 0.9%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. HONHoneywell International Inc
    −$1.40MSold outHistory
  2. Schwab Intermediate-Term US Treasury ETF808524854
    −$812.1KSold out
  3. Vanguard Real Estate ETF922908553
    −$558.3KReduced
  4. Vanguard Morningstar Mid-Cap ETF922908629
    −$399.6KReducedConverted for a 4-for-1 split
  5. DOWDow Inc.
    −$339.5KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. HONHoneywell International Inc
    −0.82 pp0.8% → 0.0%History
  2. Schwab Intermediate-Term US Treasury ETF808524854
    −0.47 pp0.5% → 0.0%
  3. DOWDow Inc.
    −0.33 pp0.4% → <0.1%History
  4. Vanguard Real Estate ETF922908553
    −0.30 pp0.9% → 0.6%
  5. CVXChevron Corp
    −0.24 pp0.9% → 0.7%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$186.2M
+$14.2M (+8.3%) vs. prior quarter
Positions
209
−15 vs. prior quarter
Top 10 concentration
36.8%
Top 10 as share of value
Turnover
1.8%
Q2 2026, one quarter
Average holding period
6.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.

13F filings by quarter

7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $186.2M (Q2 2026)

Q4 2024: $130.9MQ1 2025: $128.3MQ2 2025: $142.2MQ3 2025: $160.2MQ4 2025: $168.1MQ1 2026: $172.0MQ2 2026: $186.2M
Q4 2024Q2 2026
13F filings of South Plains Financial, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 13, 2026209$186.2MiShares Core MSCI Eafe ETFAAPLiShares Core S&P Mid-Cap ETFvs. Q1 2026SEC
Q1 2026May 13, 2026224$172.0MiShares Core MSCI Eafe ETFAAPLiShares Core S&P Mid-Cap ETFvs. Q4 2025SEC
Q4 2025Feb 13, 2026250$168.1MiShares Core MSCI Eafe ETFAAPLMSFTvs. Q3 2025SEC
Q3 2025Nov 13, 2025225$160.2MiShares Core MSCI Eafe ETFMSFTAAPLvs. Q2 2025SEC
Q2 2025Aug 12, 2025230$142.2MiShares Core MSCI Eafe ETFMSFTiShares Core S&P Mid-Cap ETFvs. Q1 2025SEC
Q1 2025May 14, 2025238$128.3MiShares Core MSCI Eafe ETFAAPLiShares Core S&P Mid-Cap ETFvs. Q4 2024SEC
Q4 2024Feb 14, 2025267$130.9MiShares Core MSCI Eafe ETFiShares Core S&P Mid-Cap ETFAAPL–SEC

13D and 13G filings

Companies where South Plains Financial, Inc. reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

South Plains Financial, Inc. does not currently report owning 5% or more of any company.

Latest filings

5 filings on file made by South Plains Financial, Inc. or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by South Plains Financial, Inc.
CompanyFiled (ET)FormStakeChangeEvent dateFiling
SPFISouth Plains Financial, Inc.Apr 10, 202311:11 AM ET13G/AOld format–––SEC
SPFISouth Plains Financial, Inc.Mar 10, 202312:20 PM ET13G/AOld format–––SEC
SPFISouth Plains Financial, Inc.Feb 14, 20234:09 PM ET13G/AOld format–––SEC
SPFISouth Plains Financial, Inc.Feb 15, 20229:28 PM ET13GOld format–––SEC
SPFISouth Plains Financial, Inc.Feb 9, 20219:50 PM ET13GOld format–New–SEC