MondegarAI
FIRST FINANCIAL BANKSHARES INC (FFIN)

Q2 2024 · 13F-HR

FIRST FINANCIAL BANKSHARES INC (FFIN)holdings as filed

Filed 2024-08-13 · accession 0000950123-24-008005

$4.36B
Reported value
176
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
32020R109FFINFirst Financial Bankshares Inc$535.6M12.3%18,138,955CommonNONE
594918104MSFTMICROSOFT CORP$241.6M5.54%540,568CommonSOLE
037833100AAPLApple Inc$178.1M4.08%845,670CommonSOLE
46625H100JPMJPMorgan Chase & Co$163.3M3.74%807,226CommonSOLE
921937835BNDVANGUARD ETF/USA$162.3M3.72%2,253,182CommonSOLE
464287507IJHBlackRock Fund Advisors$154.7M3.55%2,642,925CommonSOLE
11135F101AVGOBroadcom Inc$133.5M3.06%83,156CommonSOLE
921943858VEAVANGUARD ETF/USA$103.8M2.38%2,099,488CommonSOLE
58933Y105MRKMerck & Co Inc$101.9M2.34%823,422CommonSOLE
09260D107BXBlackstone Inc$100.0M2.29%807,726CommonSOLE
166764100CVXChevron Corp$95.9M2.20%612,887CommonSOLE
92206C409VCSHVANGUARD ETF/USA$86.4M1.98%1,117,997CommonSOLE
478160104JNJJohnson & Johnson$83.2M1.91%568,990CommonSOLE
609207105MDLZMondelez International Inc$77.1M1.77%1,178,318CommonSOLE
438516106HONHoneywell International Inc$73.8M1.69%345,735CommonSOLE
02079K305GOOGLALPHABET INC$73.5M1.69%403,635CommonSOLE
580135101MCDMCDONALD'S CORP$71.6M1.64%281,071CommonSOLE
031162100AMGNAmgen Inc$70.9M1.62%226,824CommonSOLE
969457100WMBWilliams Cos Inc/The$67.7M1.55%1,592,415CommonSOLE
713448108PEPPEPSICO INC$64.8M1.48%392,747CommonSOLE
G29183103ETNEaton Corp PLC$64.7M1.48%206,306CommonSOLE
20825C104COPCONOCOPHILLIPS$62.4M1.43%545,442CommonSOLE
92206C102VGSHVANGUARD GROUP INC/THE$61.9M1.42%1,067,598CommonSOLE
67066G104NVDANVIDIA Corp$60.7M1.39%491,202CommonSOLE
023135106AMZNAmazon.com Inc$60.4M1.38%312,597CommonSOLE
191216100KOCoca-Cola Co/The$55.4M1.27%871,070CommonSOLE
025537101AEPAmerican Electric Power Co Inc$53.5M1.23%609,332CommonSOLE
539830109LMTLockheed Martin Corp$53.1M1.22%113,722CommonSOLE
G5960L103MDTMedtronic PLC$52.4M1.20%665,268CommonSOLE
65339F101NEENEXTERA ENERGY$51.6M1.18%728,146CommonSOLE
09247X101BLKCHFBlackRock Inc$50.4M1.16%64,039CommonSOLE
46187W107INVHInvitation Homes Inc$48.6M1.11%1,352,873CommonSOLE
060505104BACBK OF AMERICA CORP$47.6M1.09%1,196,283CommonSOLE
17275R102CSCOCISCO SYSTEMS$46.5M1.07%978,032CommonSOLE
172967424CCitigroup Inc$44.1M1.01%694,566CommonSOLE
437076102HDHome Depot Inc/The$42.7M0.98%124,123CommonSOLE
81369Y886XLUSELECT SECTOR SPDR$42.0M0.96%617,018CommonSOLE
30303M102METAMeta Platforms Inc$41.8M0.96%82,996CommonSOLE
922042858VWOVANGUARD ETF/USA$41.3M0.95%944,727CommonSOLE
922908553VNQVANGUARD ETF/USA$39.0M0.89%465,575CommonSOLE
931142103WMTWalmart Inc$34.7M0.80%512,795CommonSOLE
20030N101CMCSAComcast Corp$31.6M0.72%806,172CommonSOLE
92206C771VMBSVANGUARD ETF/USA$31.0M0.71%683,839CommonSOLE
57636Q104MAMASTERCARD INC$30.4M0.70%68,857CommonSOLE
015271109AREAlexandria Real Estate Equitie$29.8M0.68%254,706CommonSOLE
65473P105NINiSource Inc$29.4M0.67%1,020,308CommonSOLE
03027X100AMTAmerican Tower Corp$28.1M0.64%144,553CommonSOLE
855244109SBUXSTARBUCKS CORP$27.8M0.64%357,724CommonSOLE
133131102CPTCamden Property Trust$26.4M0.60%241,867CommonSOLE
464287804IJRiShares ETFs/USA$25.8M0.59%241,541CommonSOLE
548661107LOWLOWE'S COS INC$25.3M0.58%114,548CommonSOLE
66987V109NVSNovartis AG$22.7M0.52%213,034CommonSOLE
91324P102UNHUnitedHealth Group Inc$19.4M0.45%38,138CommonSOLE
907818108UNPUnion Pacific Corp$19.4M0.44%85,610CommonSOLE
78464A698KRESPDR SERIES TRUST$19.2M0.44%390,957CommonSOLE
81762P102NOWServiceNow Inc$17.4M0.40%22,136CommonSOLE
464287192IYTiShares ETFs/USA$17.4M0.40%265,404CommonSOLE
92206C847VGLTVANGUARD ETF/USA$16.2M0.37%281,229CommonSOLE
512807108LRCXEURLam Research Corp$15.5M0.35%14,532CommonSOLE
79466L302CRMSALESFORCE.COM INC$14.2M0.33%55,384CommonSOLE
007903107AMDADVANCED MICRO DEV$14.1M0.32%86,736CommonSOLE
78409V104SPGIS&P Global Inc$13.0M0.30%29,224CommonSOLE
002824100ABTAbbott Laboratories$11.6M0.27%111,641CommonSOLE
717081103PFEPfizer Inc$11.5M0.26%410,835CommonSOLE
235851102DHRDanaher Corp$10.6M0.24%42,533CommonSOLE
756109104OREALTY INCOME CORP$10.0M0.23%188,774CommonSOLE
17253J106CIFRCIPHER MNG INC$9.9M0.23%2,397,424CommonSOLE
78468R663BILSTATE STREET ETF/USA$9.2M0.21%99,751CommonSOLE
98138H101WDAYWorkday Inc$7.3M0.17%32,652CommonSOLE
30231G102XOMExxon Mobil Corp$7.3M0.17%63,399CommonSOLE
697435105PANWPalo Alto Networks Inc$6.7M0.15%19,636CommonSOLE
922908363VOOVANGUARD$6.5M0.15%13,064CommonSOLE
464287465EFABlackRock Fund Advisors$6.0M0.14%76,767CommonSOLE
854502101SWKStanley Black & Decker Inc$5.1M0.12%63,558CommonSOLE
464287622IWBiShares ETFs/USA$4.6M0.11%15,444CommonSOLE
91307C102UTHRUnited Therapeutics Corp$4.3M0.10%13,577CommonSOLE
00724F101ADBEAdobe Inc$4.2M0.10%7,484CommonSOLE
464287200IVVISHARES$3.5M0.08%6,359CommonSOLE
09857L108BKNGBooking Holdings Inc$3.3M0.07%821CommonSOLE
00130H105AESAES CORP$3.1M0.07%178,348CommonSOLE
46120E602ISRGIntuitive Surgical Inc$2.7M0.06%6,138CommonSOLE
78462F103SPYSSgA Funds Management Inc$2.7M0.06%4,915CommonSOLE
482480100KLACKLA Corp$2.5M0.06%2,991CommonSOLE
16115Q308GTLSChart Industries Inc$2.4M0.05%16,452CommonSOLE
45337C102INCYIncyte Corp$2.3M0.05%38,284CommonSOLE
368736104GNRCGenerac Holdings Inc$2.3M0.05%17,406CommonSOLE
64125C109NBIXNeurocrine Biosciences Inc$2.3M0.05%16,676CommonSOLE
776696106ROPROPER INDUSTRIES INC$2.2M0.05%3,968CommonSOLE
02079K107GOOGALPHABET INC$2.1M0.05%11,620CommonSOLE
56035L104MAINMain Street Capital Corp$2.0M0.05%40,228CommonSOLE
464287234EEMISHARES TR$1.9M0.04%43,894CommonSOLE
29444U700EQIXEQUINIX INC$1.8M0.04%2,389CommonSOLE
518439104ELESTEE LAUDER COS$1.8M0.04%16,975CommonSOLE
92826C839VVISA INC$1.6M0.04%6,212CommonSOLE
88160R101TSLATesla Inc$1.6M0.04%8,079CommonSOLE
16359R103CHEChemed Corp$1.3M0.03%2,308CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY$1.2M0.03%2CommonSOLE
00287Y109ABBVAbbVie Inc$1.2M0.03%7,103CommonSOLE
64110L106NFLXNETFLIX INC$1.1M0.02%1,590CommonSOLE
91913Y100VLOValero Energy Corp$1.1M0.02%6,731CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$1.0M0.02%2,509CommonSOLE
883556102TMOThermo Fisher Scientific Inc$984,3400.02%1,780CommonSOLE
194162103CLCOLGATE-PALMOLIVE$898,2020.02%9,256CommonSOLE
464287499IWRBlackRock Fund Advisors$896,0960.02%11,052CommonSOLE
532457108LLYEli Lilly & Co$889,9890.02%983CommonSOLE
550021109LULULULULEMON ATHLETIC$886,2430.02%2,967CommonSOLE
58155Q103MCKMCKESSON CORP$876,0600.02%1,500CommonSOLE
46432F842IEFAISHARES$808,8460.02%11,135CommonSOLE
760759100RSGRepublic Services Inc$803,7900.02%4,136CommonSOLE
743606105PBProsperity Bancshares Inc$761,6820.02%12,458CommonSOLE
747525103QCOMQUALCOMM Inc$715,8530.02%3,594CommonSOLE
126650100CVSCVS Health Corp$713,8580.02%12,087CommonSOLE
843380106SMBCSouthern Missouri Bancorp Inc$692,5690.02%15,387CommonSOLE
149123101CATCaterpillar Inc$649,5450.01%1,950CommonSOLE
742718109PGProcter & Gamble Co/The$639,1470.01%3,876CommonSOLE
571903202MARMarriott International Inc/MD$638,9980.01%2,643CommonSOLE
G8994E103TTTrane Technologies PLC$635,8220.01%1,933CommonSOLE
458140100INTCIntel Corp$629,7440.01%20,334CommonSOLE
92206C706VGITVANGUARD ETF/USA$582,6490.01%10,006CommonSOLE
75513E101RTXRTX Corp$579,4510.01%5,772CommonSOLE
88262P102TPLTexas Pacific Land Corp$541,8910.01%738CommonSOLE
21874A106CORZCore Scientific Inc$498,8150.01%53,636CommonSOLE
22160K105COSTCostco Wholesale Corp$470,0440.01%553CommonSOLE
70450Y103PYPLPayPal Holdings Inc$464,2980.01%8,001CommonSOLE
92343V104VZVERIZON COMMUN$442,3810.01%10,727CommonSOLE
124805102CBZCBIZ Inc$433,1890.01%5,846CommonSOLE
92206C870VCITVANGUARD ETF/USA$432,8210.01%5,415CommonSOLE
23331A109DHIDR HORTON INC$428,1450.01%3,038CommonSOLE
882508104TXNTEXAS INSTRUMENTS$419,9900.01%2,159CommonSOLE
464285204IAUISHARES GOLD TRUST$398,8840.01%9,080CommonSOLE
G3421J106FERG1GBXFerguson PLC$397,7570.01%2,054CommonSOLE
895436103TYCOLUMBIA MANAGEMENT INVESTMENT ADVISERS LLC$393,9380.01%12,720CommonSOLE
911312106UPSUTD PARCEL SERV$374,0110.01%2,733CommonSOLE
922908769VTIVANGUARD ETF/USA$365,6860.01%1,367CommonSOLE
369550108GDGEN DYNAMICS CORP$351,6500.01%1,212CommonSOLE
78467Y107MDYSTATE STREET ETF/USA$349,9420.01%654CommonSOLE
92204A702VGTVANGUARD ETF/USA$348,2600.01%604CommonSOLE
87612E106TGTTarget Corp$344,7850.01%2,329CommonSOLE
922475108VEEVVeeva Systems Inc$339,6670.01%1,856CommonSOLE
244199105DEDEERE & CO$339,2560.01%908CommonSOLE
254687106DISWalt Disney Co/The$336,8910.01%3,393CommonSOLE
231021106CMICUMMINS INC$309,8850.01%1,119CommonSOLE
452308109ITWILLINOIS TOOL WKS$304,0200.01%1,283CommonSOLE
216648501COOCooper Cos Inc/The$298,2170.01%3,416CommonSOLE
78464A474SPSBSSGA FUNDS MANAGEMENT$295,7530.01%9,958CommonSOLE
31428X106FDXFEDEX CORP$291,4450.01%972CommonSOLE
718546104PSXPhillips 66$286,5750.01%2,030CommonSOLE
666807102NOCNORTHROP GRUMMAN$270,7250.01%621CommonSOLE
370334104GISGENERAL MILLS INC$266,1980.01%4,208CommonSOLE
464287721IYWISHARES$258,8600.01%1,720CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING$256,5920.01%1,075CommonSOLE
842587107SOSouthern Co/The$244,9660.01%3,158CommonSOLE
49456B101KMIKinder Morgan Inc$244,7590.01%12,318CommonSOLE
747316107KWRQuaker Chemical Corp$241,4830.01%1,423CommonSOLE
369604301GEGeneral Electric Co$237,0240.01%1,491CommonSOLE
001055102AFLAflac Inc$236,6720.01%2,650CommonSOLE
H84989104TEL1USDTE Connectivity Ltd$233,9180.01%1,555CommonSOLE
921910816MGKVANGUARD ETF/USA$230,6300.01%734CommonSOLE
68389X105ORCLORACLE CORP$221,6840.01%1,570CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$220,8240.01%10,431CommonSOLE
655844108NSCNorfolk Southern Corp$214,6900.00%1,000CommonSOLE
502431109LHXL3Harris Technologies Inc$214,4740.00%955CommonSOLE
46434V621DGROiShares ETFs/USA$209,9880.00%3,645CommonSOLE
46090E103QQQInvesco Capital Management LLC$206,9760.00%432CommonSOLE
G7496G103RNRRenaissanceRe Holdings Ltd$206,0760.00%922CommonSOLE
46434G103IEMGiShares ETFs/USA$203,3070.00%3,798CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$201,8560.00%3,200CommonSOLE
26441C204DUKDUKE ENERGY CORP$200,0590.00%1,996CommonSOLE
49435R102KRPKimbell Royalty Partners LP$170,8640.00%10,444CommonSOLE
798241105SJTSan Juan Basin Royalty Trust$152,2500.00%37,500CommonSOLE
714236106PBTPermian Basin Royalty Trust$135,1200.00%12,000CommonSOLE
67072T108JFRNuveen Closed-End Funds/USA$116,6110.00%13,481CommonSOLE
74319N100ACDCProFrac Holding Corp$88,9200.00%12,000CommonSOLE
550241103LUMNLumen Technologies Inc$56,6510.00%51,501CommonSOLE
26145B106Dragonfly Energy Holdings Corp$34,9030.00%41,261CommonSOLE
232109108CUTREURCutera Inc$16,4830.00%10,916CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.