First Financial Bankshares Inc
Net seller this quarter
$5.34B
163
-$6.43M
34.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MSFT | $269M | 5.04% | 0.01% | +4.0% | Q4 2023 |
 AVGO | $261M | 4.89% | 0.01% | -1.4% | Q4 2023 |
 GOOGL | $229M | 4.29% | 0.01% | +1.1% | Q4 2023 |
 JPM | $221M | 4.13% | 0.03% | +0.2% | Q4 2023 |
 AAPL | $213M | 3.99% | 0.01% | +0.3% | Q4 2023 |
 JNJ | $162M | 3.04% | 0.03% | +1.5% | Q4 2023 |
 MU | $130M | 2.44% | 0.01% | -22.2% | Q2 2025 |
 CSCO | $122M | 2.28% | 0.03% | -2.1% | Q4 2023 |
 CVX | $107M | 2.00% | 0.03% | +0.9% | Q4 2023 |
 WMB | $107M | 2.00% | 0.12% | +0.2% | Q4 2023 |
 NVDA | $104M | 1.94% | 0.00% | +3.9% | Q4 2023 |
 BAC | $99.9M | 1.87% | 0.03% | +0.4% | Q4 2023 |
 MCD | $98M | 1.83% | 0.05% | +13.5% | Q4 2023 |
 MRK | $96.7M | 1.81% | 0.03% | +1.2% | Q4 2023 |
 AMZN | $95.2M | 1.78% | 0.00% | +1.5% | Q4 2023 |
 BX | $91.7M | 1.72% | 0.10% | -0.1% | Q4 2023 |
 AEP | $90M | 1.68% | 0.12% | +0.9% | Q4 2023 |
 ETN | $89.9M | 1.68% | 0.05% | +0.4% | Q4 2023 |
 KO | $89.1M | 1.67% | 0.03% | +1.0% | Q4 2023 |
 NEE | $88.8M | 1.66% | 0.05% | +1.6% | Q4 2023 |
 C | $88.7M | 1.66% | 0.04% | -1.7% | Q4 2023 |
 META | $83.4M | 1.56% | Not reported | +2.7% | Q4 2023 |
 AMGN | $81.4M | 1.52% | 0.04% | +1.1% | Q4 2023 |
 PEP | $76.7M | 1.44% | 0.04% | +2.1% | Q4 2023 |
 BLK | $66.9M | 1.25% | 0.04% | +0.8% | Q4 2023 |
 AMT | $65.4M | 1.22% | 0.09% | +1.3% | Q4 2023 |
 MDT | $58.9M | 1.10% | 0.06% | +4.7% | Q4 2023 |
 LMT | $56.7M | 1.06% | 0.05% | +2.6% | Q4 2023 |
 COP | $50.3M | 0.94% | 0.04% | +0.2% | Q4 2023 |
 LHX | $49.7M | 0.93% | 0.09% | +1.4% | Q4 2023 |
 MDLZ | $49.2M | 0.92% | 0.07% | +0.6% | Q4 2023 |
 SEIC | $48.5M | 0.91% | 0.46% | -0.3% | Q1 2026 |
 NOW | $47.7M | 0.89% | 0.05% | +14.4% | Q4 2023 |
 NI | $47.2M | 0.88% | 0.21% | -0.9% | Q4 2023 |
 HD | $46.8M | 0.88% | 0.01% | +1.3% | Q4 2023 |
 RF | $43M | 0.80% | 0.17% | +0.6% | Q4 2025 |
 UNP | $39.9M | 0.75% | 0.02% | +0.7% | Q4 2023 |
 NVS | $36.7M | 0.69% | 0.01% | +1.5% | Q4 2023 |
 BRK.B | $36.1M | 0.68% | Not reported | +51.3% | Q4 2023 |
 MA | $35.8M | 0.67% | 0.01% | +3.2% | Q4 2023 |
 SBUX | $24.6M | 0.46% | 0.02% | -0.3% | Q4 2023 |
 ACDC | $22.4M | 0.42% | 2.13% | -0.9% | Q4 2023 |
 EHC | $21.6M | 0.40% | 0.22% | +2.9% | Q1 2026 |
 ORCL | $20.8M | 0.39% | 0.00% | +24.0% | Q4 2023 |
 WMT | $19.5M | 0.36% | 0.00% | +1.6% | Q4 2023 |
 UNH | $19.3M | 0.36% | 0.01% | -0.9% | Q4 2023 |
 BKNG | $18.2M | 0.34% | 0.01% | +3.8% | Q4 2023 |
 O | $16.9M | 0.32% | 0.03% | +0.1% | Q2 2024 |
 VST | $14.6M | 0.27% | 0.03% | +5361.9% | Q1 2024 |
 UBER | $14.3M | 0.27% | 0.01% | +108.3% | Q1 2025 |
| Q1 2026 | |||||
| MSFT | $257M | 5.19% | 0.01% | +10.0% | Q4 2023 |
| AVGO | $217M | 4.38% | 0.01% | +1.1% | Q4 2023 |
| JPM | $198M | 4.00% | 0.03% | -8.7% | Q4 2023 |
| AAPL | $186M | 3.76% | 0.01% | +0.6% | Q4 2023 |
| GOOGL | $183M | 3.69% | 0.01% | -9.8% | Q4 2023 |
| JNJ | $154M | 3.11% | 0.03% | -11.3% | Q4 2023 |
| CVX | $132M | 2.68% | 0.03% | +0.6% | Q4 2023 |
| WMB | $104M | 2.11% | 0.12% | -0.6% | Q4 2023 |
| MCD | $99.3M | 2.01% | 0.05% | +0.1% | Q4 2023 |
| NEE | $92.5M | 1.87% | 0.05% | +0.8% | Q4 2023 |
| BX | $89.7M | 1.81% | 0.10% | +6.2% | Q4 2023 |
| MRK | $89.4M | 1.81% | 0.03% | +2.1% | Q4 2023 |
| NVDA | $87.2M | 1.76% | 0.00% | +5.3% | Q4 2023 |
| PEP | $86.1M | 1.74% | 0.04% | +3.1% | Q4 2023 |
| AEP | $85.5M | 1.73% | 0.12% | +0.9% | Q4 2023 |
| BAC | $85.1M | 1.72% | 0.02% | +1.7% | Q4 2023 |
| KO | $82.5M | 1.67% | 0.03% | -0.2% | Q4 2023 |
| META | $82.5M | 1.67% | Not reported | +1.5% | Q4 2023 |
 HON | $82.3M | 1.66% | 0.06% | 0.0% | Q4 2023 |
| CSCO | $82.1M | 1.66% | 0.03% | +0.4% | Q4 2023 |
| AMZN | $82M | 1.66% | 0.00% | +16.6% | Q4 2023 |
| AMGN | $78.2M | 1.58% | 0.04% | -0.1% | Q4 2023 |
| ETN | $75.1M | 1.52% | 0.05% | -17.2% | Q4 2023 |
| C | $73.1M | 1.48% | 0.04% | -0.4% | Q4 2023 |
| AMT | $68.1M | 1.38% | 0.08% | +54.6% | Q4 2023 |
| BLK | $66.4M | 1.34% | 0.04% | +0.4% | Q4 2023 |
| LMT | $65.6M | 1.32% | 0.05% | 0.0% | Q4 2023 |
| COP | $63.7M | 1.29% | 0.04% | -18.0% | Q4 2023 |
| MDT | $62.3M | 1.26% | 0.06% | +1.5% | Q4 2023 |
| LHX | $58.2M | 1.18% | 0.09% | -0.7% | Q4 2023 |
| MU | $49M | 0.99% | 0.01% | -48.7% | Q2 2025 |
| MDLZ | $48.7M | 0.98% | 0.07% | +8.0% | Q4 2023 |
| NI | $46.7M | 0.94% | 0.21% | -0.8% | Q4 2023 |
| NOW | $43.9M | 0.89% | 0.04% | +69.9% | Q4 2023 |
| SEIC | $43.5M | 0.88% | 0.46% | New | Q1 2026 |
| HD | $43.1M | 0.87% | 0.01% | +2.5% | Q4 2023 |
| RF | $36.9M | 0.75% | 0.16% | +67.8% | Q4 2025 |
| UNP | $35.3M | 0.71% | 0.02% | +0.9% | Q4 2023 |
| NVS | $35.3M | 0.71% | 0.01% | +2.7% | Q4 2023 |
| MA | $33.8M | 0.68% | 0.01% | -3.3% | Q4 2023 |
| ACDC | $24.1M | 0.49% | 2.15% | -0.6% | Q4 2023 |
| BRK.B | $22.9M | 0.46% | Not reported | +2082.4% | Q4 2023 |
| SBUX | $21.7M | 0.44% | 0.02% | +4.9% | Q4 2023 |
| WMT | $21M | 0.42% | 0.00% | -65.0% | Q4 2023 |
| EHC | $20.1M | 0.41% | 0.21% | New | Q1 2026 |
| ORCL | $16.9M | 0.34% | 0.00% | +5.3% | Q4 2023 |
| O | $16.6M | 0.34% | 0.03% | +34.7% | Q2 2024 |
| BKNG | $16.6M | 0.33% | 0.01% | +313.1% | Q4 2023 |
 SPGI | $13.6M | 0.27% | 0.01% | +0.4% | Q4 2023 |
| UNH | $12.7M | 0.26% | 0.01% | +15.5% | Q4 2023 |
| Q4 2025 | |||||
| MSFT | $305M | 6.15% | 0.01% | +0.4% | Q4 2023 |
| AVGO | $240M | 4.83% | 0.01% | -10.8% | Q4 2023 |
| JPM | $238M | 4.78% | 0.03% | +1.5% | Q4 2023 |
| GOOGL | $220M | 4.44% | 0.01% | -3.0% | Q4 2023 |
| AAPL | $198M | 3.99% | 0.01% | -0.6% | Q4 2023 |
| JNJ | $147M | 2.96% | 0.03% | +2.2% | Q4 2023 |
| BX | $113M | 2.28% | 0.10% | +2.1% | Q4 2023 |
| MCD | $97.6M | 1.96% | 0.04% | +1.5% | Q4 2023 |
| CVX | $97M | 1.95% | 0.03% | +0.6% | Q4 2023 |
| BAC | $94.4M | 1.90% | 0.02% | +2.2% | Q4 2023 |
| META | $93.7M | 1.89% | Not reported | +66.6% | Q4 2023 |
| NVDA | $88.5M | 1.78% | 0.00% | -6.9% | Q4 2023 |
| WMB | $86.6M | 1.74% | 0.12% | -1.4% | Q4 2023 |
| CSCO | $81.2M | 1.63% | 0.03% | +2.0% | Q4 2023 |
| ETN | $80.8M | 1.63% | 0.07% | +2.8% | Q4 2023 |
| MU | $80.6M | 1.62% | 0.03% | -3.1% | Q2 2025 |
| NEE | $79.3M | 1.60% | 0.05% | +3.9% | Q4 2023 |
| AMZN | $77.9M | 1.57% | 0.00% | -2.5% | Q4 2023 |
| PEP | $77.2M | 1.55% | 0.04% | -0.3% | Q4 2023 |
| MRK | $76.7M | 1.54% | 0.03% | +1.0% | Q4 2023 |
| KO | $76M | 1.53% | 0.03% | +14.4% | Q4 2023 |
| C | $75.6M | 1.52% | 0.04% | -1.9% | Q4 2023 |
| AEP | $74.5M | 1.50% | 0.12% | +2.1% | Q4 2023 |
| BLK | $73.6M | 1.48% | 0.04% | +0.9% | Q4 2023 |
| AMGN | $72.8M | 1.46% | 0.04% | +0.9% | Q4 2023 |
| HON | $71M | 1.43% | 0.06% | +2.0% | Q4 2023 |
| MDT | $68.1M | 1.37% | 0.06% | +2.8% | Q4 2023 |
| COP | $55.1M | 1.11% | 0.05% | -0.2% | Q4 2023 |
| WMT | $53.8M | 1.08% | 0.01% | -1.4% | Q4 2023 |
| LMT | $52.5M | 1.06% | 0.05% | -1.7% | Q4 2023 |
| LHX | $49.9M | 1.00% | 0.09% | +2.0% | Q4 2023 |
| AMT | $44.8M | 0.90% | 0.05% | -7.7% | Q4 2023 |
| HD | $44M | 0.89% | 0.01% | -0.5% | Q4 2023 |
| MDLZ | $42.1M | 0.85% | 0.06% | -4.5% | Q4 2023 |
| NI | $42.1M | 0.85% | 0.21% | +1.7% | Q4 2023 |
| MA | $39.9M | 0.80% | 0.01% | +3.9% | Q4 2023 |
| NOW | $37.9M | 0.76% | 0.02% | +2.3% | Q4 2023 |
| UNP | $33.4M | 0.67% | 0.02% | +5.2% | Q4 2023 |
| NVS | $31M | 0.62% | 0.01% | +1.2% | Q4 2023 |
| RF | $22.8M | 0.46% | 0.10% | New | Q4 2025 |
| ORCL | $21.2M | 0.43% | 0.00% | -0.8% | Q4 2023 |
| SBUX | $19.4M | 0.39% | 0.02% | -2.3% | Q4 2023 |
| SPGI | $16.6M | 0.33% | 0.01% | +5.0% | Q4 2023 |
| ACDC | $15.2M | 0.31% | 2.16% | -7.0% | Q4 2023 |
 AVBC | $14.2M | 0.29% | 0.39% | +71.4% | Q3 2025 |
 ABT | $14.1M | 0.28% | 0.01% | -0.7% | Q4 2023 |
| UNH | $13.4M | 0.27% | 0.00% | -12.1% | Q4 2023 |
| O | $11.4M | 0.23% | 0.02% | +4.1% | Q2 2024 |
 UTHR | $10.2M | 0.21% | 0.05% | +0.3% | Q4 2023 |
 PFE | $9.26M | 0.19% | 0.01% | -12.8% | Q4 2023 |
| Q3 2025 | |||||
| MSFT | $326M | 6.70% | 0.01% | -0.1% | Q4 2023 |
| AVGO | $256M | 5.27% | 0.02% | -2.3% | Q4 2023 |
| JPM | $229M | 4.71% | 0.03% | -8.3% | Q4 2023 |
| AAPL | $187M | 3.84% | 0.01% | +1.5% | Q4 2023 |
| GOOGL | $176M | 3.62% | 0.01% | +1.2% | Q4 2023 |
| JNJ | $129M | 2.64% | 0.03% | +1.5% | Q4 2023 |
| BX | $123M | 2.53% | 0.10% | -1.3% | Q4 2023 |
| CVX | $98.2M | 2.02% | 0.03% | +0.3% | Q4 2023 |
| MCD | $95.6M | 1.96% | 0.04% | +0.6% | Q4 2023 |
| NVDA | $95.1M | 1.95% | 0.00% | -3.2% | Q4 2023 |
| WMB | $92.5M | 1.90% | 0.12% | -0.5% | Q4 2023 |
| ETN | $92.4M | 1.90% | 0.06% | +0.2% | Q4 2023 |
| BAC | $86.6M | 1.78% | 0.02% | +0.5% | Q4 2023 |
| BLK | $79.4M | 1.63% | 0.04% | -1.1% | Q4 2023 |
| AMZN | $76M | 1.56% | 0.00% | +2.7% | Q4 2023 |
| PEP | $75.8M | 1.56% | 0.04% | +2.1% | Q4 2023 |
| HON | $75.1M | 1.54% | 0.06% | +0.7% | Q4 2023 |
| NEE | $71.8M | 1.47% | 0.05% | +1.8% | Q4 2023 |
| AEP | $71.2M | 1.46% | 0.12% | +0.7% | Q4 2023 |
| CSCO | $70.7M | 1.45% | 0.03% | -2.0% | Q4 2023 |
| C | $67M | 1.38% | 0.04% | -1.5% | Q4 2023 |
| MDT | $65.7M | 1.35% | 0.05% | +2.0% | Q4 2023 |
| KO | $63M | 1.29% | 0.02% | +3.0% | Q4 2023 |
| META | $62.6M | 1.29% | Not reported | +8.6% | Q4 2023 |
| AMGN | $62.2M | 1.28% | 0.04% | +0.7% | Q4 2023 |
| MRK | $60.5M | 1.24% | 0.03% | +1.9% | Q4 2023 |
 ARE | $57.8M | 1.19% | 0.40% | +5.1% | Q4 2023 |
| COP | $55.8M | 1.15% | 0.05% | +1.1% | Q4 2023 |
| LMT | $55.1M | 1.13% | 0.05% | -0.7% | Q4 2023 |
| AMT | $53.2M | 1.09% | 0.06% | +104.9% | Q4 2023 |
| HD | $52.1M | 1.07% | 0.01% | +1.2% | Q4 2023 |
| MDLZ | $51.2M | 1.05% | 0.06% | +2.8% | Q4 2023 |
| LHX | $50.9M | 1.05% | 0.09% | -2.0% | Q4 2023 |
| WMT | $50.5M | 1.04% | 0.01% | -1.3% | Q4 2023 |
| MU | $48.7M | 1.00% | 0.03% | +151.2% | Q2 2025 |
| NOW | $44.5M | 0.91% | 0.02% | +85.8% | Q4 2023 |
| NI | $43M | 0.88% | 0.21% | -0.9% | Q4 2023 |
| MA | $38.3M | 0.79% | 0.01% | +1.7% | Q4 2023 |
| UNP | $32.4M | 0.67% | 0.02% | +52.4% | Q4 2023 |
| ORCL | $30.8M | 0.63% | 0.00% | +6.5% | Q4 2023 |
| NVS | $28.5M | 0.59% | 0.01% | +0.2% | Q4 2023 |
| SBUX | $20M | 0.41% | 0.02% | -0.6% | Q4 2023 |
| UNH | $15.9M | 0.33% | 0.01% | +13.0% | Q4 2023 |
| ACDC | $15.6M | 0.32% | 2.62% | +30.1% | Q4 2023 |
| ABT | $15.2M | 0.31% | 0.01% | +2.1% | Q4 2023 |
| SPGI | $14.7M | 0.30% | 0.01% | +1.4% | Q4 2023 |
 CMCSA | $14.7M | 0.30% | 0.01% | +1.3% | Q4 2023 |
| O | $11.8M | 0.24% | 0.02% | +1.6% | Q2 2024 |
| PFE | $10.9M | 0.22% | 0.01% | +2.2% | Q4 2023 |
 PANW | $9.36M | 0.19% | 0.01% | +28.7% | Q4 2023 |