MondegarAI
FIRST FINANCIAL BANKSHARES INC (FFIN)

Q4 2025 · 13F-HR

FIRST FINANCIAL BANKSHARES INC (FFIN)holdings as filed

Filed 2026-02-12 · accession 0001193125-26-047561

$4.97B
Reported value
212
Positions
2025-12-31
Period end
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The Brief · FIRST FINANCIAL BANKSHARES INC (FFIN) · Q4 2025

AI · grounded in 13F

FIRST FINANCIAL BANKSHARES INC (FFIN) increased its position in VOO by 507.748%. The fund established a new position in RF valued at $22.8M and grew its stake in META by 66.5521%. Conversely, it closed its position in CMCSA, resulting in a decrease of $14.7M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$305.5M6.15%631,601CommonSOLE
11135F101AVGOBROADCOM INC$239.9M4.83%693,158CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$237.6M4.78%737,285CommonSOLE
02079K305GOOGLALPHABET INC$220.4M4.44%704,140CommonSOLE
037833100AAPLAPPLE INC$198.5M3.99%729,974CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$195.9M3.94%2,645,255CommonSOLE
464287507IJHISHARES TR$192.8M3.88%2,920,753CommonSOLE
478160104JNJJOHNSON & JOHNSON$146.8M2.96%709,380CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$131.8M2.65%2,110,603CommonSOLE
09260D107BXBLACKSTONE INC$113.3M2.28%734,922CommonSOLE
580135101MCDMCDONALDS CORP$97.6M1.96%319,205CommonSOLE
166764100CVXCHEVRON CORP NEW$97.0M1.95%636,586CommonSOLE
060505104BACBANK AMERICA CORP$94.4M1.90%1,716,213CommonSOLE
30303M102METAMETA PLATFORMS INC$93.7M1.89%141,954CommonSOLE
67066G104NVDANVIDIA CORPORATION$88.5M1.78%474,754CommonSOLE
969457100WMBWILLIAMS COS INC$86.6M1.74%1,440,934CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$81.8M1.65%1,026,042CommonSOLE
17275R102CSCOCISCO SYS INC$81.2M1.63%1,053,967CommonSOLE
G29183103ETNEATON CORP PLC$80.8M1.63%253,785CommonSOLE
595112103MUMICRON TECHNOLOGY INC$80.6M1.62%282,308CommonSOLE
65339F101NEENEXTERA ENERGY INC$79.3M1.60%988,123CommonSOLE
023135106AMZNAMAZON COM INC$77.9M1.57%337,536CommonSOLE
713448108PEPPEPSICO INC$77.2M1.55%538,026CommonSOLE
58933Y105MRKMERCK & CO INC$76.7M1.54%728,519CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$76.5M1.54%1,302,538CommonSOLE
191216100KOCOCA COLA CO$76.0M1.53%1,086,769CommonSOLE
172967424CCITIGROUP INC$75.6M1.52%647,517CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$74.5M1.50%646,071CommonSOLE
09290D101BLKBLACKROCK INC$73.6M1.48%68,723CommonSOLE
031162100AMGNAMGEN INC$72.8M1.46%222,322CommonSOLE
438516106HONHONEYWELL INTL INC$71.0M1.43%363,988CommonSOLE
G5960L103MDTMEDTRONIC PLC$68.1M1.37%708,496CommonSOLE
20825C104COPCONOCOPHILLIPS$55.1M1.11%588,736CommonSOLE
931142103WMTWALMART INC$53.8M1.08%483,063CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$52.5M1.06%108,515CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$50.8M1.02%945,314CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$49.9M1.00%169,952CommonSOLE
922908363VOOVANGUARD INDEX FDS$49.0M0.99%78,126CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$44.8M0.90%255,241CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$44.7M0.90%948,531CommonSOLE
437076102HDHOME DEPOT INC$44.0M0.89%127,814CommonSOLE
609207105MDLZMONDELEZ INTL INC$42.1M0.85%782,653CommonSOLE
65473P105NINISOURCE INC$42.1M0.85%1,008,683CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$39.9M0.80%69,909CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$39.3M0.79%919,960CommonSOLE
81762P102NOWSERVICENOW INC$37.9M0.76%247,294CommonSOLE
907818108UNPUNION PAC CORP$33.4M0.67%144,307CommonSOLE
78464A698KRESPDR SERIES TRUST$31.9M0.64%492,530CommonSOLE
66987V109NVSNOVARTIS AG$31.0M0.62%224,783CommonSOLE
464287804IJRISHARES TR$27.5M0.55%229,225CommonSOLE
922908553VNQVANGUARD INDEX FDS$27.0M0.54%304,772CommonSOLE
92206C847VGLTVANGUARD SCOTTSDALE FDS$23.2M0.47%415,857CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$23.0M0.46%274,319CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$22.8M0.46%843,022CommonSOLE
464287192IYTISHARES TR$21.9M0.44%293,923CommonSOLE
68389X105ORCLORACLE CORP$21.2M0.43%108,763CommonSOLE
855244109SBUXSTARBUCKS CORP$19.4M0.39%230,574CommonSOLE
78409V104SPGIS&P GLOBAL INC$16.6M0.33%31,771CommonSOLE
74319N100ACDCPROFRAC HLDG CORP$15.2M0.31%3,912,053CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$14.2M0.29%78,535CommonSOLE
002824100ABTABBOTT LABS$14.1M0.28%112,351CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$13.4M0.27%40,548CommonSOLE
756109104OREALTY INCOME CORP$11.4M0.23%201,941CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$10.2M0.21%21,034CommonSOLE
717081103PFEPFIZER INC$9.3M0.19%371,821CommonSOLE
02079K107GOOGALPHABET INC$7.7M0.15%24,477CommonSOLE
464287465EFAISHARES TR$7.3M0.15%75,817CommonSOLE
464287200IVVISHARES TR$7.1M0.14%10,429CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$6.7M0.14%36,437CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$6.4M0.13%11,225CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$6.0M0.12%74,030CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.8M0.12%48,464CommonSOLE
464287622IWBISHARES TR$5.8M0.12%15,478CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$5.6M0.11%8,160CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$5.4M0.11%37,853CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$5.3M0.11%37,793CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$5.1M0.10%952CommonSOLE
343389409FTKFLOTEK INDS INC DEL$5.0M0.10%290,000CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$4.9M0.10%99,661CommonSOLE
88160R101TSLATESLA INC$4.8M0.10%10,782CommonSOLE
718546104PSXPHILLIPS 66$3.7M0.07%28,842CommonSOLE
46432F842IEFAISHARES TR$3.1M0.06%34,383CommonSOLE
49435R102KRPKIMBELL RTY PARTNERS LP$2.8M0.06%237,017CommonSOLE
56035L104MAINMAIN STR CAP CORP$2.5M0.05%40,978CommonSOLE
464287234EEMISHARES TR$2.4M0.05%43,894CommonSOLE
369604301GEGE AEROSPACE$2.3M0.05%7,601CommonSOLE
482480100KLACKLA CORP$2.3M0.05%1,871CommonSOLE
464287226AGGISHARES TR$2.2M0.04%22,065CommonSOLE
512807306LRCXLAM RESEARCH CORP$1.2M0.02%7,197CommonSOLE
58155Q103MCKMCKESSON CORP$1.2M0.02%1,477CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$1.2M0.02%4,133CommonSOLE
92826C839VVISA INC$1.2M0.02%3,285CommonSOLE
149123101CATCATERPILLAR INC$1.1M0.02%2,000CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$1.1M0.02%16,572CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.1M0.02%2,185CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$1.1M0.02%12,784CommonSOLE
75513E101RTXRTX CORPORATION$1.1M0.02%5,782CommonSOLE
00287Y109ABBVABBVIE INC$1.1M0.02%4,637CommonSOLE
G0403H108AONAON PLC$1.1M0.02%2,978CommonSOLE
16359R103CHECHEMED CORP NEW$987,9290.02%2,309CommonSOLE
46090E103QQQINVESCO QQQ TR$976,1390.02%1,589CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$967,5510.02%2,486CommonSOLE
532457108LLYELI LILLY & CO$963,9880.02%897CommonSOLE
25746U109DDOMINION ENERGY INC$959,9970.02%16,385CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$950,9570.02%39,789CommonSOLE
843380106SMBCSOUTHERN MO BANCORP INC$909,6790.02%15,387CommonSOLE
375558103GILDGILEAD SCIENCES INC$909,3810.02%7,409CommonSOLE
651639106NEMNEWMONT CORP$853,2180.02%8,545CommonSOLE
760759100RSGREPUBLIC SVCS INC$848,5680.02%4,004CommonSOLE
571903202MARMARRIOTT INTL INC NEW$819,9640.02%2,643CommonSOLE
464287499IWRISHARES TR$817,1400.02%8,488CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$784,9920.02%29,171CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$739,3780.01%1,276CommonSOLE
00206R102TAT&T INC$716,8080.01%28,857CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$707,3080.01%8,951CommonSOLE
G87052109TELTE CONNECTIVITY PLC$704,1430.01%3,095CommonSOLE
88579Y101MMM3M CO$661,6930.01%4,133CommonSOLE
56585A102MPCMARATHON PETE CORP$642,5510.01%3,951CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$615,2030.01%5,053CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$605,1420.01%9,297CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$596,4480.01%2,461CommonSOLE
78468R663BILSPDR SERIES TRUST$594,4270.01%6,505CommonSOLE
64110L106NFLXNETFLIX INC$573,8110.01%6,120CommonSOLE
464287614IWFISHARES TR$570,3270.01%1,205CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$569,7100.01%2,559CommonSOLE
922908769VTIVANGUARD INDEX FDS$556,5480.01%1,660CommonSOLE
126408103CSXCSX CORP$555,5310.01%15,325CommonSOLE
781386305RDNWRIDENOW GROUP INC$553,8710.01%100,339CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$550,6000.01%28,767CommonSOLE
231021106CMICUMMINS INC$545,6710.01%1,069CommonSOLE
244199105DEDEERE & CO$525,1630.01%1,128CommonSOLE
36828A101GEVGE VERNOVA INC$523,5100.01%801CommonSOLE
55374X208MSIFMSC INCOME FUND INC$505,0360.01%38,435CommonSOLE
46434G764EMXCISHARES INC$488,9180.01%6,727CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$483,7910.01%11,878CommonSOLE
91913Y100VLOVALERO ENERGY CORP$480,2310.01%2,950CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$465,6640.01%540CommonSOLE
922908751VBVANGUARD INDEX FDS$461,2150.01%1,788CommonSOLE
548661107LOWLOWES COS INC$450,4870.01%1,868CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$437,3480.01%1,238CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$433,6570.01%1,502CommonSOLE
742718109PGPROCTER AND GAMBLE CO$429,0700.01%2,994CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$419,7750.01%1,505CommonSOLE
895436103TYTRI CONTL CORP$415,4350.01%12,720CommonSOLE
922475108VEEVVEEVA SYS INC$414,3150.01%1,856CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$411,3600.01%6,864CommonSOLE
92204A702VGTVANGUARD WORLD FD$410,0560.01%544CommonSOLE
031100100AMEAMETEK INC$409,1830.01%1,993CommonSOLE
79466L302CRMSALESFORCE INC$406,1070.01%1,533CommonSOLE
369550108GDGENERAL DYNAMICS CORP$399,6150.01%1,187CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$394,5450.01%654CommonSOLE
921910816MGKVANGUARD WORLD FD$393,3700.01%953CommonSOLE
46432F388VLUEISHARES TR$374,6400.01%2,740CommonSOLE
806857108SLBSLB LIMITED$374,3200.01%9,753CommonSOLE
92338C103VLTOVERALTO CORP$369,9840.01%3,708CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$368,9390.01%7,264CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$359,3600.01%1,678CommonSOLE
04621X108AIZASSURANT INC$352,8450.01%1,465CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$335,4950.01%1,104CommonSOLE
148929102CAVACAVA GROUP INC$331,7750.01%5,653CommonSOLE
34959E109FTNTFORTINET INC$331,2190.01%4,171CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$322,1690.01%565CommonSOLE
882508104TXNTEXAS INSTRS INC$318,5280.01%1,836CommonSOLE
78463V107GLDSPDR GOLD TR$317,4440.01%801CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$307,9040.01%1,197CommonSOLE
N3167Y103RACEFERRARI N V$306,3650.01%829CommonSOLE
038222105AMATAPPLIED MATLS INC$306,3320.01%1,192CommonSOLE
842587107SOSOUTHERN CO$305,9850.01%3,509CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$304,7190.01%2,027CommonSOLE
G25508105CRHCRH PLC$301,8910.01%2,419CommonSOLE
001055102AFLAFLAC INC$300,7060.01%2,727CommonSOLE
78468R523BILSSPDR SERIES TRUST$297,6600.01%3,000CommonSOLE
718172109PMPHILIP MORRIS INTL INC$294,8150.01%1,838CommonSOLE
670346105NUENUCOR CORP$294,0870.01%1,803CommonSOLE
12572Q105CMECME GROUP INC$291,6490.01%1,068CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$290,6340.01%1,180CommonSOLE
747525103QCOMQUALCOMM INC$280,0090.01%1,637CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$278,7250.01%2,378CommonSOLE
29364G103ETRENTERGY CORP NEW$277,7520.01%3,005CommonSOLE
254687106DISDISNEY WALT CO$277,0300.01%2,435CommonSOLE
133131102CPTCAMDEN PPTY TR$276,3010.01%2,510CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$275,3900.01%1,000CommonSOLE
216648501COOCOOPER COS INC$274,0740.01%3,344CommonSOLE
92840M102VSTVISTRA CORP$271,1960.01%1,681CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$270,9430.01%578CommonSOLE
31428X106FDXFEDEX CORP$268,6390.01%930CommonSOLE
235851102DHRDANAHER CORPORATION$267,3790.01%1,168CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$266,8060.01%1,720CommonSOLE
594972408MSTRSTRATEGY INC$266,5200.01%1,754CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$266,1900.01%11,082CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$265,4150.01%4,846CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$261,3020.01%1,688CommonSOLE
922908629VOVANGUARD INDEX FDS$256,2640.01%883CommonSOLE
464287721IYWISHARES TR$255,1910.01%1,278CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$246,4870.00%2,485CommonSOLE
670100205NVONOVO-NORDISK A S$242,9010.00%4,774CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$242,6040.00%276CommonSOLE
87612E106TGTTARGET CORP$240,4650.00%2,460CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$232,8900.00%2,331CommonSOLE
219350105GLWCORNING INC$220,2130.00%2,515CommonSOLE
46436F103IAUMISHARES GOLD TR$216,3260.00%5,032CommonSOLE
852234103XYZBLOCK INC$214,0810.00%3,289CommonSOLE
617446448MSMORGAN STANLEY$213,2140.00%1,201CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$212,9740.00%2,982CommonSOLE
798241105SJTSAN JUAN BASIN RTY TR$210,7500.00%37,500CommonSOLE
00326A104SGOLETFS GOLD TR$209,5080.00%5,100CommonSOLE
773121108RKLBROCKET LAB CORP$209,2800.00%3,000CommonSOLE
92204A504VHTVANGUARD WORLD FD$208,9790.00%726CommonSOLE
452327109ILMNILLUMINA INC$206,5770.00%1,575CommonSOLE
443510607HUBBHUBBELL INC$203,8460.00%459CommonSOLE
714236106PBTPERMIAN BASIN RTY TR$203,7600.00%12,000CommonSOLE
03463K737MBSANGEL OAK FUNDS TRUST$151,9970.00%17,381CommonSOLE

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.