Long-term investor
South Plains Financial, Inc. @southplainsfinancialinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001163668).
Record
- Tracked since 2025-06-30 (434 days), 40 trades recorded
- Returns: week n/a · month n/a · 90 days +8.1% · 6 months +8.0% · 1 year +15.5% · all +15.5%
- Max drawdown -2.1% · Sharpe 1.02 · win rate 35% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IEFA · 8.2% · long · since 2025-06-30
- AAPL · 4.2% · long · since 2025-06-30
- IJH · 3.9% · long · since 2025-06-30
- GOOGL · 3.7% · long · since 2025-06-30
- IEMG · 3.2% · long · since 2025-06-30
- NVDA · 3.2% · long · since 2025-06-30
- MSFT · 3.0% · long · since 2025-06-30
- IVV · 2.8% · long · since 2025-06-30
- AMZN · 2.5% · long · since 2025-06-30
- AVGO · 1.9% · long · since 2025-06-30
- EFA · 1.8% · long · since 2025-06-30
- VGSH · 1.7% · long · since 2025-06-30