SOUTH PLAINS FINANCIAL, INC.

FundStock

CIK 0001163668 · Q2 2026

13F Equity AUM

$186.2M

+8.3% QoQ

Positions

209

-15 QoQ

AUM Rank

#6,472

Top 74%

Skill Alpha (FF)

—

Building track record (6q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 23.3%Top 10: 36.8%Top 20: 51.0%

IEFA8.3%

AAPL4.2%

IJH3.9%

GOOGL3.7%

IEMG3.2%

NVDA3.2%

MSFT3.0%

IVV2.9%

AMZN2.5%

AVGO1.9%

Others (199)63.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services48.8%

Technology19.9%

Industrials6.8%

Communication Services5.9%

Consumer Cyclical5.6%

Healthcare5.4%

Consumer Defensive2.9%

Energy2.3%

Other2.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 209Median: 0.18%Avg: 0.48%

0–0.5%

153(20.9%)

0.5–1%

33(25.0%)

1–3%

17(27.5%)

3–5%

5(18.3%)

5%+

1(8.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 209vs 20 funds

0%Low

209

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New4Increased37Decreased74Exited19

New Positions

LIN0.0%

+125

SMMD0.0%

+463

ACN0.0%

+60

INTC0.0%

Increased

SCHO1.1%

+45K(+119%)

VO1.1%

+18K(+236%)

HDV0.2%

+11K(+400%)

IWF0.4%

+5K(+300%)

BKNG0.4%

+4K(+2411%)

PLTR0.3%

+2K(+72%)

SLB0.0%

+1K(+717%)

JPM1.5%

+999(+14%)

ANET0.1%

+860(+1720%)

BX0.3%

+725(+19%)

Decreased

DOW0.1%

-12,410(-79%)

VNQ0.6%

-5,790(-32%)

EOG0.2%

-2,150(-38%)

IJH3.9%

-1,482(-2%)

NVDA3.2%

-1,128(-4%)

BAC0.6%

-648(-3%)

RSP0.0%

-558(-71%)

WMT0.9%

-501(-3%)

VWO1.2%

-420(-1%)

DIS0.3%

-410(-7%)

Exited

HON

-6,211

SCHR

-32,613

PYPL

-7,311

-52

-188

-35

-94

-257

-12

-63

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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