MondegarAI
FIRST FINANCIAL BANKSHARES INC (FFIN)

Q4 2024 · 13F-HR

FIRST FINANCIAL BANKSHARES INC (FFIN)holdings as filed

Filed 2025-02-11 · accession 0000950123-25-001496

$4.62B
Reported value
170
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
32020R109FFINFirst Financial Bankshares Inc$624.2M13.5%17,313,555CommonNONE
594918104MSFTMICROSOFT CORP$220.8M4.78%523,850CommonSOLE
46625H100JPMJPMorgan Chase & Co$187.9M4.06%783,857CommonSOLE
037833100AAPLApple Inc$187.1M4.05%747,245CommonSOLE
921937835BNDVANGUARD ETF/USA$172.3M3.73%2,396,447CommonSOLE
11135F101AVGOBroadcom Inc$166.1M3.59%716,522CommonSOLE
464287507IJHBlackRock Fund Advisors$164.3M3.56%2,637,609CommonSOLE
09260D107BXBlackstone Inc$125.3M2.71%726,657CommonSOLE
921943858VEAVANGUARD ETF/USA$102.2M2.21%2,137,192CommonSOLE
478160104JNJJohnson & Johnson$93.3M2.02%645,357CommonSOLE
580135101MCDMCDONALD'S CORP$90.7M1.96%312,933CommonSOLE
166764100CVXChevron Corp$89.8M1.94%619,822CommonSOLE
58933Y105MRKMerck & Co Inc$84.0M1.82%844,385CommonSOLE
969457100WMBWilliams Cos Inc/The$82.4M1.78%1,522,384CommonSOLE
438516106HONHoneywell International Inc$78.8M1.70%348,630CommonSOLE
02079K305GOOGLALPHABET INC$77.4M1.68%409,129CommonSOLE
92206C409VCSHVANGUARD ETF/USA$76.5M1.65%980,279CommonSOLE
609207105MDLZMondelez International Inc$72.5M1.57%1,213,261CommonSOLE
G29183103ETNEaton Corp PLC$70.6M1.53%212,652CommonSOLE
023135106AMZNAmazon.com Inc$67.5M1.46%307,495CommonSOLE
92206C102VGSHVANGUARD GROUP INC/THE$67.3M1.46%1,157,496CommonSOLE
713448108PEPPEPSICO INC$67.0M1.45%440,481CommonSOLE
060505104BACBK OF AMERICA CORP$63.7M1.38%1,450,183CommonSOLE
191216100KOCoca-Cola Co/The$60.1M1.30%965,442CommonSOLE
031162100AMGNAmgen Inc$59.7M1.29%229,053CommonSOLE
17275R102CSCOCISCO SYSTEMS$58.7M1.27%991,581CommonSOLE
025537101AEPAmerican Electric Power Co Inc$56.7M1.23%614,583CommonSOLE
20825C104COPCONOCOPHILLIPS$55.3M1.20%557,149CommonSOLE
539830109LMTLockheed Martin Corp$54.4M1.18%112,049CommonSOLE
67066G104NVDANVIDIA Corp$54.2M1.17%403,818CommonSOLE
65339F101NEENEXTERA ENERGY$52.6M1.14%733,297CommonSOLE
G5960L103MDTMedtronic PLC$51.3M1.11%642,465CommonSOLE
437076102HDHome Depot Inc/The$48.4M1.05%124,480CommonSOLE
172967424CCitigroup Inc$47.1M1.02%668,545CommonSOLE
30303M102METAMeta Platforms Inc$46.3M1.00%79,123CommonSOLE
81369Y886XLUSELECT SECTOR SPDR$46.3M1.00%611,691CommonSOLE
931142103WMTWalmart Inc$45.4M0.98%502,123CommonSOLE
922908553VNQVANGUARD ETF/USA$42.0M0.91%471,699CommonSOLE
922042858VWOVANGUARD ETF/USA$41.6M0.90%945,273CommonSOLE
92206C771VMBSVANGUARD ETF/USA$39.0M0.84%860,651CommonSOLE
65473P105NINiSource Inc$36.7M0.79%998,178CommonSOLE
57636Q104MAMASTERCARD INC$34.2M0.74%64,965CommonSOLE
46187W107INVHINVITATION HOMES INC$33.8M0.73%1,055,972CommonSOLE
922908363VOOVANGUARD$31.4M0.68%58,303CommonSOLE
855244109SBUXSTARBUCKS CORP$31.2M0.67%341,750CommonSOLE
20030N101CMCSAComcast Corp$29.9M0.65%795,922CommonSOLE
015271109AREAlexandria Real Estate Equitie$28.3M0.61%290,538CommonSOLE
464287804IJRBlackRock Fund Advisors$27.9M0.60%241,878CommonSOLE
03027X100AMTAmerican Tower Corp$23.4M0.51%127,438CommonSOLE
78464A698KRESPDR SERIES TRUST$23.4M0.51%387,001CommonSOLE
81762P102NOWServiceNow Inc$22.5M0.49%21,224CommonSOLE
66987V109NVSNovartis AG$20.9M0.45%214,585CommonSOLE
92206C870VCITVANGUARD ETF/USA$20.4M0.44%254,599CommonSOLE
806857108SLBSchlumberger NV$19.5M0.42%509,607CommonSOLE
907818108UNPUnion Pacific Corp$19.5M0.42%85,330CommonSOLE
91324P102UNHUnitedHealth Group Inc$19.3M0.42%38,193CommonSOLE
133131102CPTCamden Property Trust$18.9M0.41%163,164CommonSOLE
79466L302CRMSalesforce Inc$18.5M0.40%55,362CommonSOLE
464287192IYTBlackRock Fund Advisors$18.1M0.39%267,293CommonSOLE
00724F101ADBEAdobe Inc$17.5M0.38%39,390CommonSOLE
548661107LOWLOWE'S COS INC$15.8M0.34%63,817CommonSOLE
78409V104SPGIS&P Global Inc$14.6M0.32%29,255CommonSOLE
002824100ABTAbbott Laboratories$12.4M0.27%109,401CommonSOLE
17253J106CIFRCIPHER MNG INC$11.1M0.24%2,397,424CommonSOLE
717081103PFEPfizer Inc$10.5M0.23%397,474CommonSOLE
007903107AMDADVANCED MICRO DEV$10.4M0.23%86,445CommonSOLE
92206C847VGLTVANGUARD ETF/USA$10.1M0.22%182,850CommonSOLE
756109104OREALTY INCOME CORP$10.1M0.22%188,401CommonSOLE
235851102DHRDanaher Corp$9.8M0.21%42,660CommonSOLE
98138H101WDAYWorkday Inc$8.5M0.18%33,049CommonSOLE
697435105PANWPalo Alto Networks Inc$6.6M0.14%36,334CommonSOLE
16115Q308GTLSChart Industries Inc$6.3M0.14%33,181CommonSOLE
30231G102XOMExxon Mobil Corp$6.2M0.13%57,785CommonSOLE
513272104LWLamb Weston Holdings Inc$6.0M0.13%89,588CommonSOLE
464287465EFABlackRock Fund Advisors$5.7M0.12%75,362CommonSOLE
464287622IWBBlackRock Fund Advisors$5.0M0.11%15,444CommonSOLE
91307C102UTHRUnited Therapeutics Corp$4.8M0.10%13,727CommonSOLE
464287200IVVISHARES$4.2M0.09%7,106CommonSOLE
09857L108BKNGBooking Holdings Inc$4.2M0.09%836CommonSOLE
78468R663BILSSgA Funds Management Inc$4.0M0.09%43,601CommonSOLE
64125C109NBIXNeurocrine Biosciences Inc$3.7M0.08%26,942CommonSOLE
88160R101TSLATesla Inc$3.3M0.07%8,151CommonSOLE
46120E602ISRGIntuitive Surgical Inc$3.3M0.07%6,280CommonSOLE
45337C102INCYIncyte Corp$2.8M0.06%40,067CommonSOLE
78462F103SPYSSgA Funds Management Inc$2.8M0.06%4,712CommonSOLE
368736104GNRCGenerac Holdings Inc$2.7M0.06%17,581CommonSOLE
56035L104MAINMain Street Capital Corp$2.4M0.05%40,228CommonSOLE
29444U700EQIXEQUINIX INC$2.3M0.05%2,470CommonSOLE
776696106ROPROPER INDUSTRIES INC$2.1M0.05%4,104CommonSOLE
00130H105AESAES CORP$2.0M0.04%153,715CommonSOLE
464287234EEMISHARES TR$1.8M0.04%43,936CommonSOLE
860630102SFStifel Financial Corp$1.8M0.04%17,243CommonSOLE
02079K107GOOGALPHABET INC$1.8M0.04%9,251CommonSOLE
482480100KLACKLA Corp$1.6M0.03%2,562CommonSOLE
92206C706VGITVANGUARD ETF/USA$1.4M0.03%24,798CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY$1.4M0.03%2CommonSOLE
550021109LULULULULEMON ATHLETIC$1.3M0.03%3,303CommonSOLE
16359R103CHEChemed Corp$1.2M0.03%2,308CommonSOLE
743606105PBProsperity Bancshares Inc$1.2M0.03%15,778CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$1.1M0.02%2,356CommonSOLE
464287499IWRBlackRock Fund Advisors$976,9970.02%11,052CommonSOLE
00287Y109ABBVAbbVie Inc$895,6080.02%5,040CommonSOLE
843380106SMBCSouthern Missouri Bancorp Inc$882,7520.02%15,387CommonSOLE
58155Q103MCKMCKESSON CORP$854,8650.02%1,500CommonSOLE
92826C839VVISA INC$841,6150.02%2,663CommonSOLE
194162103CLCOLGATE-PALMOLIVE$839,5540.02%9,235CommonSOLE
760759100RSGRepublic Services Inc$824,2340.02%4,097CommonSOLE
532457108LLYEli Lilly & Co$780,4920.02%1,011CommonSOLE
21874A106CORZCore Scientific Inc$753,5860.02%53,636CommonSOLE
571903202MARMarriott International Inc/MD$737,2380.02%2,643CommonSOLE
149123101CATCaterpillar Inc$730,2360.02%2,013CommonSOLE
46432F842IEFAISHARES$689,2360.01%9,807CommonSOLE
75513E101RTXRTX Corp$627,7810.01%5,425CommonSOLE
883556102TMOThermo Fisher Scientific Inc$622,1950.01%1,196CommonSOLE
G8994E103TTTrane Technologies PLC$608,3190.01%1,647CommonSOLE
742718109PGProcter & Gamble Co/The$599,9360.01%3,578CommonSOLE
70450Y103PYPLPayPal Holdings Inc$517,8180.01%6,067CommonSOLE
64110L106NFLXNETFLIX INC$492,0090.01%552CommonSOLE
46090E103QQQInvesco Capital Management LLC$490,7810.01%960CommonSOLE
124805102CBZCBIZ Inc$478,3780.01%5,846CommonSOLE
594972408MSTRMICROSTRATEGY$472,0810.01%1,630CommonSOLE
464288414MUBISHARES/USA$442,7150.01%4,155CommonSOLE
22160K105COSTCostco Wholesale Corp$426,9820.01%466CommonSOLE
23331A109DHIDR HORTON INC$424,7730.01%3,038CommonSOLE
895436103TYCOLUMBIA MANAGEMENT INVESTMENT$403,0970.01%12,720CommonSOLE
922475108VEEVVeeva Systems Inc$390,2240.01%1,856CommonSOLE
882508104TXNTEXAS INSTRUMENTS$379,3330.01%2,023CommonSOLE
78467Y107MDYSTATE STREET ETF/USA$374,2140.01%657CommonSOLE
231021106CMICUMMINS INC$372,3050.01%1,068CommonSOLE
92343V104VZVERIZON COMMUN$362,6290.01%9,068CommonSOLE
91913Y100VLOValero Energy Corp$361,2730.01%2,947CommonSOLE
31488V107FERGFerguson Enterprises Inc$356,5130.01%2,054CommonSOLE
244199105DEDEERE & CO$355,4840.01%839CommonSOLE
808524797SCHDCHARLES SCHWAB INVESTMENT MANA$355,4330.01%13,010CommonSOLE
92204A702VGTVANGUARD ETF/USA$338,2590.01%544CommonSOLE
452308109ITWILLINOIS TOOL WKS$332,9240.01%1,313CommonSOLE
216648501COOCooper Cos Inc/The$314,0330.01%3,416CommonSOLE
68389X105ORCLORACLE CORP$309,4500.01%1,857CommonSOLE
369550108GDGEN DYNAMICS CORP$307,2290.01%1,166CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING$305,9030.01%1,045CommonSOLE
126650100CVSCVS Health Corp$300,4480.01%6,693CommonSOLE
464285204IAUISHARES GOLD TRUST$293,0500.01%5,919CommonSOLE
87612E106TGTTarget Corp$282,2560.01%2,088CommonSOLE
464287721IYWISHARES$274,3740.01%1,720CommonSOLE
001055102AFLAflac Inc$274,1160.01%2,650CommonSOLE
550241103LUMNLumen Technologies Inc$273,4700.01%51,501CommonSOLE
921910816MGKVANGUARD ETF/USA$267,1730.01%778CommonSOLE
666807102NOCNORTHROP GRUMMAN$265,1490.01%565CommonSOLE
747525103QCOMQUALCOMM Inc$257,9280.01%1,679CommonSOLE
459200101IBMINTL BUSINESS MCHN$251,7050.01%1,145CommonSOLE
842587107SOSouthern Co/The$246,3840.01%2,993CommonSOLE
921908844VIGVANGUARD ETF/USA$245,5710.01%1,254CommonSOLE
655844108NSCNorfolk Southern Corp$234,7000.01%1,000CommonSOLE
G7496G103RNRRenaissanceRe Holdings Ltd$234,1300.01%941CommonSOLE
718546104PSXPhillips 66$234,1260.01%2,055CommonSOLE
922908751VBVANGUARD ETF/USA$230,4290.00%959CommonSOLE
46434V621DGROiShares ETFs/USA$229,5340.00%3,742CommonSOLE
29364G103ETREntergy Corp$227,4600.00%3,000CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$222,7020.00%10,431CommonSOLE
26441C204DUKDUKE ENERGY CORP$221,0820.00%2,052CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$218,4320.00%3,200CommonSOLE
46138E354SPLVInvesco Capital Management LLC$208,7400.00%2,982CommonSOLE
502431109LHXL3Harris Technologies Inc$206,9160.00%984CommonSOLE
254687106DISWalt Disney Co/The$202,9910.00%1,823CommonSOLE
747316107KWRQuaker Chemical Corp$200,3010.00%1,423CommonSOLE
49435R102KRPKimbell Royalty Partners LP$169,5060.00%10,444CommonSOLE
798241105SJTSan Juan Basin Royalty Trust$143,6250.00%37,500CommonSOLE
714236106PBTPermian Basin Royalty Trust$132,9600.00%12,000CommonSOLE
46132E103VKIVan Kampen Funds/Closed-end/US$96,7960.00%11,075CommonSOLE
74319N100ACDCProFrac Holding Corp$93,1200.00%12,000CommonSOLE

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.