SEC Filing Summary: South Plains Financial, Inc.
Business Context and Reporting Period
Filing Type: Form 13F Information Table
Company: South Plains Financial, Inc.
Reporting Period: Quarter ended March 31, 2026
Context: This filing discloses the equity securities held by South Plains Financial, Inc. as a registered investment manager. The document lists individual holdings, share counts, and voting authority but does not contain the company's own financial performance metrics (revenue, profit, cash flow) or operational commentary.
Key Financial Metrics
Revenue, Profit, Cash Flow, Margins, Debt, Liquidity: The filing text does not provide a clear value for these metrics. Form 13F filings are designed to report portfolio holdings, not the issuer's financial statements.
Portfolio Composition: The filing details a diversified portfolio of common stocks and exchange-traded funds (ETFs). Notable holdings include significant positions in technology (NVIDIA, Microsoft, Apple), healthcare (Johnson & Johnson, Merck), and financial services (JPMorgan Chase, Bank of America). The portfolio also includes a substantial allocation to ETFs tracking large-cap, mid-cap, and fixed-income indices.
Material Changes
Comparison to Prior Period: The filing text does not provide a clear value for changes versus the prior comparable period. Form 13F tables list current holdings but do not explicitly state the net change in shares or value from the previous quarter within the text provided.
Guidance, Outlook, and Risks
Management Commentary: None provided. The filing is a statutory disclosure of holdings and contains no narrative guidance or outlook.
Risks and Contingencies: None provided. The filing includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness.
Important Facts for Investor Verification
- Self-Holding: South Plains Financial, Inc. holds 3,328 shares of its own common stock (CUSIP 83946P107) with sole voting authority.
- Top Holdings by Share Count: The portfolio includes large positions in NVIDIA (30,351 shares), Apple (27,009 shares), and Microsoft (14,536 shares).
- ETF Exposure: Significant exposure to passive strategies via iShares, Vanguard, and SPDR ETFs covering large-cap, mid-cap, small-cap, and fixed-income sectors.
- Voting Authority: Most holdings are reported with "Discretionary" (DFND) voting authority, indicating the manager controls voting decisions for these shares.
- Data Limitation: Investors must refer to the company's Form 10-Q or 10-K for actual financial performance data, as this Form 13F only lists asset holdings.