Holders — by stockHoldings — by fund
First Financial Bankshares Inc
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000036029
$5.34B
disclosed book value
210
positions
5%
largest position share
Positions, as of 2026-06-30
top 100 of 210 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 722,473 | $269.5M | 5% |
| 2 | AVGOBROADCOM INC | 691,324 | $261.1M | 4.9% |
| 3 | GOOGLALPHABET INC | 641,522 | $229.3M | 4.3% |
| 4 | IJHISHARES TR | 2.9M | $225.7M | 4.2% |
| 5 | JPMJPMORGAN CHASE & CO | 674,682 | $220.8M | 4.1% |
| 6 | AAPLAPPLE INC | 736,559 | $213.1M | 4% |
| 7 | BNDVANGUARD BD INDEX FDS | 2.6M | $190.4M | 3.6% |
| 8 | JNJJOHNSON & JOHNSON | 638,883 | $162.3M | 3% |
| 9 | VEAVANGUARD TAX-MANAGED FDS | 2.1M | $150.1M | 2.8% |
| 10 | MUMICRON TECHNOLOGY INC | 112,800 | $130.2M | 2.4% |
| 11 | CSCOCISCO SYS INC | 1.0M | $121.6M | 2.3% |
| 12 | CVXCHEVRON CORPORATION | 646,295 | $107.1M | 2% |
| 13 | WMBWILLIAMS COS INC | 1.4M | $106.7M | 2% |
| 14 | NVDANVIDIA CORPORATION | 519,194 | $103.9M | 1.9% |
| 15 | BACBANK OF AMER CORP | 1.8M | $99.9M | 1.9% |
| 16 | MCDMCDONALDS CORP | 362,689 | $98.0M | 1.8% |
| 17 | MRKMERCK & CO INC | 752,788 | $96.7M | 1.8% |
| 18 | AMZNAMAZON COM INC | 399,513 | $95.2M | 1.8% |
| 19 | BXBLACKSTONE INC | 779,459 | $91.7M | 1.7% |
| 20 | AEPAMERICAN ELEC PWR CO INC | 657,656 | $90.0M | 1.7% |
| 21 | EATON CORP PLC | 210,897 | $89.9M | 1.7% |
| 22 | KOCOCA COLA CO | 1.1M | $89.1M | 1.7% |
| 23 | NEENEXTERA ENERGY INC | 1.0M | $88.8M | 1.7% |
| 24 | CCITIGROUP INC | 633,576 | $88.7M | 1.7% |
| 25 | VCSHVANGUARD SCOTTSDALE FDS | 1.1M | $85.2M | 1.6% |
| 26 | METAMETA PLATFORMS INC | 148,035 | $83.4M | 1.6% |
| 27 | AMGNAMGEN INC | 224,652 | $81.4M | 1.5% |
| 28 | VGSHVANGUARD SCOTTSDALE FDS | 1.4M | $78.9M | 1.5% |
| 29 | PEPPEPSICO INC | 566,395 | $76.7M | 1.4% |
| 30 | BLKBLACKROCK INC | 69,577 | $66.9M | 1.3% |
| 31 | AMTAMERICAN TOWER CORP | 399,557 | $65.4M | 1.2% |
| 32 | MEDTRONIC PLC | 752,965 | $58.9M | 1.1% |
| 33 | VWOVANGUARD INTL EQUITY INDEX F | 969,922 | $57.9M | 1.1% |
| 34 | LMTLOCKHEED MARTIN CORP | 111,296 | $56.7M | 1.1% |
| 35 | IJRISHARES TR | 350,599 | $52.0M | 1% |
| 36 | COPCONOCOPHILLIPS | 483,440 | $50.3M | 0.9% |
| 37 | LHXL3HARRIS TECHNOLOGIES INC | 170,997 | $49.7M | 0.9% |
| 38 | MDLZMONDELEZ INTL INC | 850,102 | $49.2M | 0.9% |
| 39 | SEICSEI INVTS CO | 552,780 | $48.5M | 0.9% |
| 40 | NOWSERVICENOW INC | 480,661 | $47.7M | 0.9% |
| 41 | NINISOURCE INC | 991,625 | $47.2M | 0.9% |
| 42 | HDHOME DEPOT INC | 132,744 | $46.8M | 0.9% |
| 43 | RFREGIONS FINANCIAL CORP NEW | 1.4M | $43.0M | 0.8% |
| 44 | UNPUNION PAC CORP | 146,588 | $39.9M | 0.7% |
| 45 | NVSNOVARTIS AG | 234,315 | $36.7M | 0.7% |
| 46 | BRK/BBERKSHIRE HATHAWAY INC DEL | 72,169 | $36.1M | 0.7% |
| 47 | KRESPDR SERIES TRUST | 481,339 | $36.0M | 0.7% |
| 48 | MAMASTERCARD INCORPORATED | 69,788 | $35.8M | 0.7% |
| 49 | VMBSVANGUARD SCOTTSDALE FDS | 697,422 | $32.6M | 0.6% |
| 50 | VNQVANGUARD INDEX FDS | 302,072 | $29.1M | 0.5% |
| 51 | XLUSELECT SECTOR SPDR TR | 608,395 | $27.6M | 0.5% |
| 52 | FSCCFEDERATED HERMES ETF TRUST | 738,196 | $27.6M | 0.5% |
| 53 | IYTISHARES TR | 290,181 | $25.2M | 0.5% |
| 54 | SBUXSTARBUCKS CORP | 240,986 | $24.6M | 0.5% |
| 55 | VGLTVANGUARD SCOTTSDALE FDS | 433,138 | $23.9M | 0.4% |
| 56 | VCITVANGUARD SCOTTSDALE FDS | 276,123 | $22.8M | 0.4% |
| 57 | ACDCPROFRAC HLDG CORP | 3.9M | $22.4M | 0.4% |
| 58 | EHCENCOMPASS HEALTH CORP | 213,673 | $21.6M | 0.4% |
| 59 | ORCLORACLE CORP | 142,041 | $20.8M | 0.4% |
| 60 | WMTWALMART INC | 172,045 | $19.5M | 0.4% |
| 61 | UNHUNITEDHEALTH GROUP INC | 46,399 | $19.3M | 0.4% |
| 62 | BKNGBOOKING HOLDINGS INC | 102,035 | $18.2M | 0.3% |
| 63 | OREALTY INCOME CORP | 272,449 | $16.9M | 0.3% |
| 64 | VSTVISTRA CORP | 91,815 | $14.6M | 0.3% |
| 65 | UBERUBER TECHNOLOGIES INC | 197,680 | $14.3M | 0.3% |
| 66 | UTHRUNITED THERAPEUTICS CORP DEL | 21,220 | $11.5M | 0.2% |
| 67 | ABTABBOTT LABORATORIES | 119,011 | $10.8M | 0.2% |
| 68 | PFEPFIZER INC | 438,847 | $10.6M | 0.2% |
| 69 | VOOVANGUARD INDEX FDS | 12,811 | $8.8M | 0.2% |
| 70 | TEAMATLASSIAN CORPORATION | 111,129 | $8.6M | 0.2% |
| 71 | PANWPALO ALTO NETWORKS INC | 24,043 | $8.2M | 0.2% |
| 72 | EFAISHARES TR | 77,525 | $8.1M | 0.2% |
| 73 | IVVISHARES TR | 9,102 | $6.8M | 0.1% |
| 74 | EXMOCEXXON MOBIL CORP | 49,094 | $6.7M | 0.1% |
| 75 | NBIXNEUROCRINE BIOSCIENCES INC | 39,127 | $6.6M | 0.1% |
| 76 | AREALEXANDRIA REAL ESTATE EQ IN | 119,710 | $6.3M | 0.1% |
| 77 | IWBISHARES TR | 15,444 | $6.3M | 0.1% |
| 78 | VTVANGUARD INTL EQUITY INDEX F | 37,793 | $5.9M | 0.1% |
| 79 | SPYSTATE STR SPDR S&P 500 ETF T | 7,878 | $5.9M | 0.1% |
| 80 | KLACKLA CORP | 17,210 | $5.2M | 0.1% |
| 81 | ISRGINTUITIVE SURGICAL INC | 11,671 | $4.6M | 0.1% |
| 82 | PSXPHILLIPS 66 | 26,396 | $4.5M | 0.1% |
| 83 | GOOGALPHABET INC | 11,112 | $3.9M | 0.1% |
| 84 | KRPKIMBELL RTY PARTNERS LP | 266,314 | $3.9M | 0.1% |
| 85 | IEFAISHARES TR | 32,419 | $3.1M | 0.1% |
| 86 | LRCXLAM RESEARCH CORP | 7,059 | $3.1M | 0.1% |
| 87 | EEMISHARES TR | 43,894 | $3.0M | 0.1% |
| 88 | GEGE AEROSPACE | 7,515 | $2.8M | 0.1% |
| 89 | MAINMAIN STR CAP CORP | 43,541 | $2.3M | 0% |
| 90 | AGGISHARES TR | 22,065 | $2.2M | 0% |
| 91 | SCHXSCHWAB STRATEGIC TR | 69,888 | $2.1M | 0% |
| 92 | CATCATERPILLAR INC | 1,915 | $2.0M | 0% |
| 93 | BMOPBNY MELLON ETF TRUST II | 53,052 | $1.3M | 0% |
| 94 | PBPROSPERITY BANCSHARES INC | 16,123 | $1.2M | 0% |
| 95 | SMBCSOUTHERN MO BANCORP INC | 15,387 | $1.2M | 0% |
| 96 | TSLATESLA INC | 2,762 | $1.2M | 0% |
| 97 | VVISA INC | 3,280 | $1.1M | 0% |
| 98 | IWRISHARES TR | 10,196 | $1.1M | 0% |
| 99 | MCKMCKESSON CORP | 1,477 | $1.1M | 0% |
| 100 | RTXRTX CORPORATION | 5,807 | $1.1M | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.