Steven B. Crockett
South Plains Financial, Inc.
Assets Managed
$171.958M
Holdings
224
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
2.28%(2Q avg: 3.61%)
Sustained Growth
4 quarters
Portfolio positions
This chart displays the top 10 holdings in South Plains Financial, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 224 positions.
Assets under management
The assets under management (AUM) of South Plains Financial, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 171.958M in assets, with a quarterly growth rate of 2.28% and a 2-quarter average growth rate of 3.61%. The portfolio is managed by Steven B. Crockett, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
IEFA Ishares Core Msci Eafe Etf
| 8.4% | $14.429M 159,382 shares@ $90.53 avg price | Increased 11.17% |
AAPL Apple Inc
| 4.06% | $6.975M 27,485 shares@ $253.79 avg price | Decreased -0.81% |
IJH Ishares Core S&p Midcap Etf
| 3.8% | $6.523M 96,605 shares@ $67.52 avg price | Increased 2.6% |
GOOGL Alphabet Inc-cl A
| 3.28% | $5.629M 19,576 shares@ $287.55 avg price | Decreased -5.75% |
MSFT Microsoft Corp
| 3.22% | $5.534M 14,951 shares@ $370.16 avg price | Increased 7.56% |
NVDA Nvidia Corp
| 3.15% | $5.415M 31,051 shares@ $174.4 avg price | Increased 5.07% |
IEMG Ishares Core Msci Emerging
| 2.93% | $5.026M 72,055 shares@ $69.75 avg price | Increased 19.73% |
IVV Ishares Core S&p 500 Etf
| 2.71% | $4.66M 7,134 shares@ $653.21 avg price | Increased 4.67% |
AMZN Amazon.com Inc
| 2.39% | $4.096M 19,668 shares@ $208.27 avg price | Increased 3.64% |
VGSH Vanguard Short-term Treasury
| 1.89% | $3.238M 55,318 shares@ $58.54 avg price | Increased 2.6% |
1-10 of 224