First Financial Bankshares

First Financial Bankshares as of Sept. 30, 2025

Portfolio Holdings for First Financial Bankshares

First Financial Bankshares holds 234 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 6.7 $326M 629k 517.95
Broadcom (AVGO) 5.3 $256M 777k 329.91
JPMorgan Chase & Co. (JPM) 4.7 $229M 726k 315.43
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.0 $194M 2.6M 74.37
Apple (AAPL) 3.8 $187M 734k 254.63
Ishares Tr Core S&p Mcp Etf (IJH) 3.7 $182M 2.8M 65.26
Alphabet Cap Stk Cl A (GOOGL) 3.6 $176M 726k 243.10
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.7 $129M 2.2M 59.92
Johnson & Johnson (JNJ) 2.6 $129M 694k 185.42
Blackstone Group Inc Com Cl A (BX) 2.5 $123M 720k 170.85
Chevron Corporation (CVX) 2.0 $98M 633k 155.29
McDonald's Corporation (MCD) 2.0 $96M 315k 303.89
NVIDIA Corporation (NVDA) 2.0 $95M 510k 186.58
Williams Companies (WMB) 1.9 $93M 1.5M 63.35
Eaton Corp SHS (ETN) 1.9 $92M 247k 374.25
Bank of America Corporation (BAC) 1.8 $87M 1.7M 51.59
Blackrock (BLK) 1.6 $79M 68k 1165.87
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.6 $79M 989k 79.93
Amazon (AMZN) 1.6 $76M 346k 219.57
Pepsi (PEP) 1.6 $76M 540k 140.44
Honeywell International (HON) 1.5 $75M 357k 210.50
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.5 $75M 1.3M 58.85
Nextera Energy (NEE) 1.5 $72M 951k 75.49
American Electric Power Company (AEP) 1.5 $71M 633k 112.50
Cisco Systems (CSCO) 1.5 $71M 1.0M 68.42
Citigroup Com New (C) 1.4 $67M 660k 101.50
Medtronic SHS (MDT) 1.3 $66M 689k 95.24
Coca-Cola Company (KO) 1.3 $63M 950k 66.32
Meta Platforms Cl A (META) 1.3 $63M 85k 734.38
Amgen (AMGN) 1.3 $62M 220k 282.20
Merck & Co (MRK) 1.2 $61M 721k 83.93
Alexandria Real Estate Equities (ARE) 1.2 $58M 694k 83.34
ConocoPhillips (COP) 1.1 $56M 590k 94.59
Lockheed Martin Corporation (LMT) 1.1 $55M 110k 499.21
American Tower Reit (AMT) 1.1 $53M 277k 192.32
Home Depot (HD) 1.1 $52M 129k 405.19
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $52M 958k 54.18
Mondelez Intl Cl A (MDLZ) 1.1 $51M 819k 62.47
L3harris Technologies (LHX) 1.0 $51M 167k 305.41
Wal-Mart Stores (WMT) 1.0 $51M 490k 103.06
Micron Technology (MU) 1.0 $49M 291k 167.32
Servicenow (NOW) 0.9 $45M 48k 920.28
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.9 $44M 935k 46.96
NiSource (NI) 0.9 $43M 992k 43.30
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.8 $40M 460k 87.21
Mastercard Incorporated Cl A (MA) 0.8 $38M 67k 568.81
Union Pacific Corporation (UNP) 0.7 $32M 137k 236.37
Oracle Corporation (ORCL) 0.6 $31M 110k 281.24
Novartis Sponsored Adr (NVS) 0.6 $29M 222k 128.24
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $27M 229k 118.83
Spdr Series Trust S&p Regl Bkg (KRE) 0.5 $25M 393k 63.30
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.5 $23M 410k 56.86
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $23M 273k 84.11
Ishares Tr Us Trsprtion (IYT) 0.4 $20M 281k 71.71
Starbucks Corporation (SBUX) 0.4 $20M 236k 84.60
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $20M 216k 91.42
UnitedHealth (UNH) 0.3 $16M 46k 345.30
Profrac Hldg Corp Class A Com (ACDC) 0.3 $16M 4.2M 3.70
Abbott Laboratories (ABT) 0.3 $15M 113k 133.94
S&p Global (SPGI) 0.3 $15M 30k 486.71
Comcast Corp Cl A (CMCSA) 0.3 $15M 468k 31.42
Realty Income (O) 0.2 $12M 194k 60.79
Pfizer (PFE) 0.2 $11M 427k 25.48
Palo Alto Networks (PANW) 0.2 $9.4M 46k 203.62
AvalonBay Communities (AVB) 0.2 $8.9M 46k 193.17
United Therapeutics Corporation (UTHR) 0.2 $8.8M 21k 419.21
Ishares Tr Core S&p500 Etf (IVV) 0.2 $8.1M 12k 669.30
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $7.9M 13k 612.38
Uber Technologies (UBER) 0.1 $7.2M 74k 97.97
Ishares Tr Msci Eafe Etf (EFA) 0.1 $7.1M 76k 93.37
Exxon Mobil Corporation (XOM) 0.1 $7.0M 63k 112.75
Alphabet Cap Stk Cl C (GOOG) 0.1 $6.0M 25k 243.55
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $5.9M 8.9k 666.18
Ishares Tr Rus 1000 Etf (IWB) 0.1 $5.7M 16k 365.48
Phillips 66 (PSX) 0.1 $5.0M 37k 136.02
AES Corporation (AES) 0.1 $5.0M 380k 13.16
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $4.9M 36k 137.80
Booking Holdings (BKNG) 0.1 $4.8M 891.00 5399.27
Lam Research Corp Com New (LRCX) 0.1 $4.8M 36k 133.90
Tesla Motors (TSLA) 0.1 $4.6M 10k 444.72
Flotek Inds Inc Del Com New (FTK) 0.1 $4.2M 290k 14.60
Ishares Tr Core Msci Eafe (IEFA) 0.1 $4.0M 46k 87.31
Neurocrine Biosciences (NBIX) 0.1 $4.0M 28k 140.38
Kimbell Rty Partners Unit (KRP) 0.1 $3.1M 228k 13.49
Talen Energy Corp (TLN) 0.1 $2.9M 6.9k 425.38
Intuitive Surgical Com New (ISRG) 0.1 $2.9M 6.5k 447.23
Danaher Corporation (DHR) 0.1 $2.6M 13k 198.26
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $2.5M 9.1k 279.29
Main Street Capital Corporation (MAIN) 0.1 $2.5M 40k 63.59
Veeva Sys Cl A Com (VEEV) 0.0 $2.4M 8.1k 297.91
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $2.3M 44k 53.40
Ferguson Enterprises Common Stock New (FERG) 0.0 $2.3M 10k 224.58
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $2.2M 22k 100.25
salesforce (CRM) 0.0 $2.2M 9.3k 237.00
Martin Marietta Materials (MLM) 0.0 $2.2M 3.4k 630.28
Kla Corp Com New (KLAC) 0.0 $2.1M 1.9k 1078.60
Stifel Financial (SF) 0.0 $2.1M 18k 113.47
Ge Vernova (GEV) 0.0 $2.1M 3.4k 614.90
CoStar (CSGP) 0.0 $2.0M 24k 84.37
Fair Isaac Corporation (FICO) 0.0 $1.9M 1.3k 1496.53
Capital One Financial (COF) 0.0 $1.7M 7.8k 212.58
Cava Group Ord (CAVA) 0.0 $1.6M 27k 60.41
Allegheny Technologies Incorporated (ATI) 0.0 $1.6M 20k 81.34
Intuit (INTU) 0.0 $1.4M 2.0k 682.91
Prosperity Bancshares (PB) 0.0 $1.2M 18k 66.35
Aon Shs Cl A (AON) 0.0 $1.2M 3.2k 356.58
Hubbell (HUBB) 0.0 $1.2M 2.7k 430.31
Markel Corporation (MKL) 0.0 $1.1M 601.00 1911.36
SPS Commerce (SPSC) 0.0 $1.1M 11k 104.14
Visa Com Cl A (V) 0.0 $1.1M 3.4k 341.38
Caterpillar (CAT) 0.0 $1.1M 2.4k 477.15
McKesson Corporation (MCK) 0.0 $1.1M 1.5k 772.54
Abbvie (ABBV) 0.0 $1.1M 4.9k 231.54
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $1.1M 2.2k 502.74
Renaissance Re Holdings Ltd Cmn (RNR) 0.0 $1.1M 4.3k 253.93
At&t (T) 0.0 $1.1M 38k 28.24
American Intl Group Com New (AIG) 0.0 $1.1M 14k 78.54
Trane Technologies SHS (TT) 0.0 $1.1M 2.5k 421.96
Chemed Corp Com Stk (CHE) 0.0 $1.0M 2.3k 447.74
Dominion Resources (D) 0.0 $1.0M 17k 61.17
First Horizon National Corporation (FHN) 0.0 $970k 43k 22.61
Raytheon Technologies Corp (RTX) 0.0 $927k 5.5k 167.33
Republic Services (RSG) 0.0 $925k 4.0k 229.48
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $857k 33k 26.34
Gilead Sciences (GILD) 0.0 $827k 7.4k 111.00
Marathon Petroleum Corp (MPC) 0.0 $821k 4.3k 192.74
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $820k 8.5k 96.55
Eli Lilly & Co. (LLY) 0.0 $810k 1.1k 763.00
Southern Missouri Ban (SMBC) 0.0 $809k 15k 52.56
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $761k 1.3k 600.37
Te Connectivity Ord Shs (TEL) 0.0 $756k 3.4k 219.53
Newmont Mining Corporation (NEM) 0.0 $755k 9.0k 84.31
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $754k 1.00 754200.00
Colgate-Palmolive Company (CL) 0.0 $721k 9.0k 79.94
Builders FirstSource (BLDR) 0.0 $706k 5.8k 121.25
Las Vegas Sands (LVS) 0.0 $694k 13k 53.79
Netflix (NFLX) 0.0 $691k 576.00 1198.92
Marriott Intl Cl A (MAR) 0.0 $688k 2.6k 260.44
International Business Machines (IBM) 0.0 $676k 2.4k 282.16
3M Company (MMM) 0.0 $641k 4.1k 155.18
Ishares Msci Emrg Chn (EMXC) 0.0 $630k 9.3k 67.51
Thermo Fisher Scientific (TMO) 0.0 $620k 1.3k 485.02
International Paper Company (IP) 0.0 $612k 13k 46.40
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $609k 5.1k 120.50
Procter & Gamble Company (PG) 0.0 $583k 3.8k 153.65
Strategy Cl A New (MSTR) 0.0 $565k 1.8k 322.21
Deere & Company (DE) 0.0 $562k 1.2k 457.26
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $545k 1.7k 328.17
Verizon Communications (VZ) 0.0 $536k 12k 43.95
Royal Caribbean Cruises (RCL) 0.0 $534k 1.6k 323.58
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $521k 1.1k 468.41
Costco Wholesale Corporation (COST) 0.0 $517k 558.00 925.63
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.0 $508k 5.5k 91.75
Valero Energy Corporation (VLO) 0.0 $507k 3.0k 170.26
Lowe's Companies (LOW) 0.0 $483k 1.9k 251.31
Ingersoll Rand (IR) 0.0 $479k 5.8k 82.62
Constellation Energy (CEG) 0.0 $457k 1.4k 329.07
Cummins (CMI) 0.0 $454k 1.1k 422.37
Ridenow Group Com Cl B (RDNW) 0.0 $442k 100k 4.40
Assurant (AIZ) 0.0 $441k 2.0k 216.60
Ametek (AME) 0.0 $435k 2.3k 188.00
Tri-Continental Corporation (TY) 0.0 $433k 13k 34.00
Bristol Myers Squibb (BMY) 0.0 $429k 9.5k 45.10
Chart Industries (GTLS) 0.0 $428k 2.1k 200.15
Ferrari Nv Ord (RACE) 0.0 $428k 881.00 485.22
Schlumberger Com Stk (SLB) 0.0 $425k 12k 34.37
General Dynamics Corporation (GD) 0.0 $408k 1.2k 341.00
Vanguard World Inf Tech Etf (VGT) 0.0 $406k 544.00 746.63
Vanguard Index Fds Small Cp Etf (VB) 0.0 $404k 1.6k 254.28
Texas Instruments Incorporated (TXN) 0.0 $398k 2.2k 183.73
Veralto Corp Com Shs (VLTO) 0.0 $397k 3.7k 106.61
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $390k 654.00 596.03
Freeport-mcmoran CL B (FCX) 0.0 $387k 9.9k 39.22
Vanguard World Mega Grwth Ind (MGK) 0.0 $384k 953.00 402.42
CRH Ord (CRH) 0.0 $377k 3.1k 119.90
Philip Morris International (PM) 0.0 $367k 2.3k 162.20
Cme (CME) 0.0 $357k 1.3k 270.19
Automatic Data Processing (ADP) 0.0 $357k 1.2k 293.50
Ge Aerospace Com New (GE) 0.0 $357k 1.2k 300.82
Charles Schwab Corporation (SCHW) 0.0 $356k 3.7k 95.47
Fortinet (FTNT) 0.0 $354k 4.2k 84.08
Northrop Grumman Corporation (NOC) 0.0 $350k 575.00 609.32
Ishares Tr U.s. Tech Etf (IYW) 0.0 $347k 1.8k 195.86
Ishares Tr Msci Usa Value (VLUE) 0.0 $343k 2.7k 125.05
Block Cl A (XYZ) 0.0 $330k 4.6k 72.27
Diamondback Energy (FANG) 0.0 $329k 2.3k 143.10
Norfolk Southern (NSC) 0.0 $317k 1.1k 300.41
Ishares Gold Tr Ishares New (IAU) 0.0 $316k 4.3k 72.77
AFLAC Incorporated (AFL) 0.0 $309k 2.8k 111.70
Illinois Tool Works (ITW) 0.0 $308k 1.2k 260.76
CSX Corporation (CSX) 0.0 $297k 8.4k 35.51
Duke Energy Corp Com New (DUK) 0.0 $294k 2.4k 123.75
Vistra Energy (VST) 0.0 $294k 1.5k 195.92
Crowdstrike Hldgs Cl A (CRWD) 0.0 $293k 598.00 490.38
Southern Company (SO) 0.0 $293k 3.1k 94.77
Ishares Tr Broad Usd High (USHY) 0.0 $288k 7.6k 37.78
Spdr Gold Tr Gold Shs (GLD) 0.0 $285k 801.00 355.47
Entergy Corporation (ETR) 0.0 $284k 3.0k 93.19
Goldman Sachs (GS) 0.0 $284k 356.00 796.35
Applied Materials (AMAT) 0.0 $281k 1.4k 204.74
Qualcomm (QCOM) 0.0 $278k 1.7k 166.36
Camden Ppty Tr Sh Ben Int (CPT) 0.0 $275k 2.6k 106.78
Advanced Micro Devices (AMD) 0.0 $273k 1.7k 161.79
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $270k 1.3k 215.79
Emcor (EME) 0.0 $268k 412.00 649.54
Labcorp Holdings Com Shs (LH) 0.0 $261k 910.00 287.06
Select Sector Spdr Tr Financial (XLF) 0.0 $261k 4.8k 53.87
Hewlett Packard Enterprise (HPE) 0.0 $260k 11k 24.56
Hubspot (HUBS) 0.0 $255k 545.00 467.80
FedEx Corporation (FDX) 0.0 $253k 1.1k 235.81
Totalenergies Se Sponsored Ads (TTE) 0.0 $253k 4.2k 59.69
Invitation Homes (INVH) 0.0 $252k 8.6k 29.33
Nucor Corporation (NUE) 0.0 $248k 1.8k 135.43
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $236k 1.0k 236.06
Select Sector Spdr Tr Indl (XLI) 0.0 $235k 1.5k 154.23
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $235k 1.7k 139.17
Cooper Cos (COO) 0.0 $235k 3.4k 68.56
Illumina (ILMN) 0.0 $233k 2.5k 94.97
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $227k 772.00 293.74
San Juan Basin Rty Tr Unit Ben Int (SJT) 0.0 $227k 38k 6.04
Morgan Stanley Com New (MS) 0.0 $226k 1.4k 158.96
Carlisle Companies (CSL) 0.0 $224k 680.00 328.96
Target Corporation (TGT) 0.0 $221k 2.5k 89.70
Corning Incorporated (GLW) 0.0 $219k 2.7k 82.03
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $219k 3.0k 73.48
Permian Basin Rty Tr Unit Ben Int (PBT) 0.0 $219k 12k 18.25
CVS Caremark Corporation (CVS) 0.0 $219k 2.9k 75.39
Adobe Systems Incorporated (ADBE) 0.0 $217k 614.00 352.75
Curtiss-Wright (CW) 0.0 $213k 393.00 542.94
Air Products & Chemicals (APD) 0.0 $211k 772.00 272.72
CenterPoint Energy (CNP) 0.0 $207k 5.3k 38.80
AutoZone (AZO) 0.0 $206k 48.00 4290.25
United Parcel Service CL B (UPS) 0.0 $206k 2.5k 83.53
Angel Oak Funds Trust Rmbs Etf (MBS) 0.0 $152k 17k 8.72