MondegarAI
FIRST FINANCIAL BANKSHARES INC (FFIN)

Q1 2026 · 13F-HR

FIRST FINANCIAL BANKSHARES INC (FFIN)holdings as filed

Filed 2026-05-11 · accession 0001193125-26-215873

$4.95B
Reported value
201
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · FIRST FINANCIAL BANKSHARES INC (FFIN) · Q1 2026

AI · grounded in 13F

FIRST FINANCIAL BANKSHARES INC (FFIN) established a new position in SEIC valued at $43.49M. The fund also opened a new position in EHC for $20.09M and increased its stake in BRK/B by 2082.43%. Conversely, the fund reduced its holdings in VOO by 83.62% and WMT by 64.95%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$257.2M5.19%694,837CommonSOLE
11135F101AVGOBROADCOM INC$217.0M4.38%700,962CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$198.1M4.00%673,281CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$195.5M3.95%2,655,286CommonSOLE
464287507IJHISHARES TR$193.5M3.91%2,865,249CommonSOLE
037833100AAPLAPPLE INC$186.3M3.76%734,089CommonSOLE
02079K305GOOGLALPHABET INC$182.6M3.69%634,843CommonSOLE
478160104JNJJOHNSON & JOHNSON$153.8M3.11%629,377CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$134.5M2.72%2,098,908CommonSOLE
166764100CVXCHEVRON CORPORATION$132.5M2.68%640,274CommonSOLE
969457100WMBWILLIAMS COS INC$104.3M2.11%1,432,519CommonSOLE
580135101MCDMCDONALDS CORP$99.3M2.01%319,631CommonSOLE
65339F101NEENEXTERA ENERGY INC$92.5M1.87%996,001CommonSOLE
09260D107BXBLACKSTONE INC$89.7M1.81%780,212CommonSOLE
58933Y105MRKMERCK & CO INC$89.4M1.81%743,601CommonSOLE
67066G104NVDANVIDIA CORPORATION$87.2M1.76%499,849CommonSOLE
713448108PEPPEPSICO INC$86.1M1.74%554,758CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$85.5M1.73%652,133CommonSOLE
060505104BACBANK AMERICA CORP$85.1M1.72%1,745,626CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$83.3M1.68%1,050,454CommonSOLE
191216100KOCOCA COLA CO$82.5M1.67%1,085,155CommonSOLE
30303M102METAMETA PLATFORMS INC$82.5M1.67%144,112CommonSOLE
438516106HONHONEYWELL INTL INC$82.3M1.66%363,949CommonSOLE
17275R102CSCOCISCO SYS INC$82.1M1.66%1,057,729CommonSOLE
023135106AMZNAMAZON COM INC$82.0M1.66%393,676CommonSOLE
031162100AMGNAMGEN INC$78.2M1.58%222,175CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$77.9M1.57%1,331,529CommonSOLE
G29183103ETNEATON CORP PLC$75.1M1.52%210,038CommonSOLE
172967424CCITIGROUP INC$73.1M1.48%644,815CommonSOLE
03027X100AMTAMERICAN TOWER CORP$68.1M1.38%394,575CommonSOLE
09290D101BLKBLACKROCK INC$66.4M1.34%69,021CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$65.6M1.32%108,509CommonSOLE
20825C104COPCONOCOPHILLIPS$63.7M1.29%482,593CommonSOLE
G5960L103MDTMEDTRONIC PLC$62.3M1.26%719,377CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$58.2M1.18%168,722CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$51.3M1.04%949,065CommonSOLE
595112103MUMICRON TECHNOLOGY INC$49.0M0.99%144,957CommonSOLE
609207105MDLZMONDELEZ INTL INC$48.7M0.98%844,872CommonSOLE
65473P105NINISOURCE INC$46.7M0.94%1,000,418CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$44.1M0.89%939,648CommonSOLE
81762P102NOWSERVICENOW INC$43.9M0.89%420,200CommonSOLE
784117103SEICSEI INVTS CO$43.5M0.88%554,178CommonSOLE
437076102HDHOME DEPOT INC$43.1M0.87%131,045CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$41.4M0.84%903,189CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$36.9M0.75%1,414,249CommonSOLE
907818108UNPUNION PAC CORP$35.3M0.71%145,609CommonSOLE
66987V109NVSNOVARTIS AG$35.3M0.71%230,854CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$33.8M0.68%67,628CommonSOLE
78464A698KRESPDR SERIES TRUST$30.6M0.62%469,340CommonSOLE
464287804IJRISHARES TR$28.6M0.58%230,047CommonSOLE
922908553VNQVANGUARD INDEX FDS$26.5M0.53%298,357CommonSOLE
74319N100ACDCPROFRAC HLDG CORP$24.1M0.49%3,889,478CommonSOLE
92206C847VGLTVANGUARD SCOTTSDALE FDS$23.3M0.47%420,464CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$22.9M0.46%47,686CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$22.7M0.46%274,190CommonSOLE
855244109SBUXSTARBUCKS CORP$21.7M0.44%241,776CommonSOLE
464287192IYTISHARES TR$21.5M0.43%287,569CommonSOLE
931142103WMTWALMART INC$21.0M0.42%169,305CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$20.1M0.41%207,699CommonSOLE
68389X105ORCLORACLE CORP$16.9M0.34%114,550CommonSOLE
756109104OREALTY INCOME CORP$16.6M0.34%272,094CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$16.6M0.33%3,933CommonSOLE
78409V104SPGIS&P GLOBAL INC$13.6M0.27%31,896CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$12.7M0.26%46,833CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$12.3M0.25%20,710CommonSOLE
717081103PFEPFIZER INC$12.2M0.25%433,584CommonSOLE
002824100ABTABBOTT LABORATORIES$11.9M0.24%116,115CommonSOLE
30231G102XOMEXXON MOBIL CORP$8.5M0.17%50,338CommonSOLE
922908363VOOVANGUARD INDEX FDS$7.6M0.15%12,800CommonSOLE
464287465EFAISHARES TR$7.5M0.15%77,525CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$6.8M0.14%94,916CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$6.1M0.12%38,089CommonSOLE
464287200IVVISHARES TR$6.1M0.12%9,304CommonSOLE
464287622IWBISHARES TR$5.5M0.11%15,444CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$5.4M0.11%116,813CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$5.3M0.11%11,430CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$5.2M0.11%37,793CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$5.1M0.10%7,878CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$5.1M0.10%38,497CommonSOLE
718546104PSXPHILLIPS 66$5.0M0.10%27,202CommonSOLE
049468101TEAMATLASSIAN CORPORATION$4.8M0.10%70,975CommonSOLE
88160R101TSLATESLA INC$4.1M0.08%11,030CommonSOLE
78468R663BILSPDR SERIES TRUST$4.0M0.08%43,887CommonSOLE
49435R102KRPKIMBELL RTY PARTNERS LP$3.9M0.08%270,159CommonSOLE
02079K107GOOGALPHABET INC$3.2M0.06%11,042CommonSOLE
46432F842IEFAISHARES TR$3.1M0.06%34,383CommonSOLE
482480100KLACKLA CORP$2.8M0.06%1,868CommonSOLE
464287234EEMISHARES TR$2.5M0.05%43,894CommonSOLE
56035L104MAINMAIN STR CAP CORP$2.3M0.05%43,541CommonSOLE
464287226AGGISHARES TR$2.2M0.04%22,065CommonSOLE
369604301GEGE AEROSPACE$2.1M0.04%7,519CommonSOLE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$2.0M0.04%26,320CommonSOLE
512807306LRCXLAM RESEARCH CORP$1.5M0.03%7,119CommonSOLE
44862P208HYMCHYCROFT MINING HOLDING CORP$1.4M0.03%40,500CommonSOLE
149123101CATCATERPILLAR INC$1.4M0.03%1,929CommonSOLE
58155Q103MCKMCKESSON CORP$1.3M0.03%1,477CommonSOLE
75513E101RTXRTX CORPORATION$1.1M0.02%5,813CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$1.1M0.02%16,123CommonSOLE
00206R102TAT&T INC$1.1M0.02%36,739CommonSOLE
92826C839VVISA INC$994,6720.02%3,291CommonSOLE
464287499IWRISHARES TR$991,3570.02%10,196CommonSOLE
843380106SMBCSOUTHERN MO BANCORP INC$983,8450.02%15,387CommonSOLE
00287Y109ABBVABBVIE INC$959,1310.02%4,410CommonSOLE
83056P715SKESKEENA RES LTD NEW$901,8240.02%30,344CommonSOLE
760759100RSGREPUBLIC SVCS INC$878,7080.02%4,012CommonSOLE
16359R103CHECHEMED CORP NEW$871,8240.02%2,308CommonSOLE
571903202MARMARRIOTT INTL INC NEW$864,4460.02%2,643CommonSOLE
532457108LLYELI LILLY & CO$825,0340.02%897CommonSOLE
46090E103QQQINVESCO QQQ TR$820,7500.02%1,422CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$786,5840.02%30,678CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$762,5530.02%8,947CommonSOLE
29273V100ETENERGY TRANSFER L P$754,9970.02%39,119CommonSOLE
91913Y100VLOVALERO ENERGY CORP$728,8860.01%2,950CommonSOLE
781386305RDNWRIDENOW GROUP INC$708,3930.01%100,339CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$698,4630.01%28,767CommonSOLE
36828A101GEVGE VERNOVA INC$670,3870.01%768CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$661,3660.01%1,587CommonSOLE
244199105DEDEERE & CO$628,6430.01%1,116CommonSOLE
126408103CSXCSX CORP$618,0490.01%15,056CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$616,8700.01%1,255CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$586,0350.01%11,674CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$574,9400.01%577CommonSOLE
231021106CMICUMMINS INC$569,2250.01%1,058CommonSOLE
64110L106NFLXNETFLIX INC.$569,2080.01%5,920CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$554,2640.01%5,053CommonSOLE
922908769VTIVANGUARD INDEX FDS$532,5450.01%1,660CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$524,1350.01%2,247CommonSOLE
443628102HBMHUDBAY MINERALS INC$516,3350.01%24,705CommonSOLE
876511106TGBTASEKO MINES LTD$512,1430.01%79,402CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$478,5620.01%8,882CommonSOLE
78463V107GLDSPDR GOLD TR$473,7490.01%1,101CommonSOLE
922908751VBVANGUARD INDEX FDS$468,3130.01%1,788CommonSOLE
55374X208MSIFMSC INCOME FUND INC$468,1380.01%38,435CommonSOLE
464287614IWFISHARES TR$455,3950.01%1,068CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$442,8410.01%1,543CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$436,9120.01%7,433CommonSOLE
742718109PGPROCTER & GAMBLE CO$427,9760.01%2,963CommonSOLE
806857108SLBSLB LIMITED$410,2460.01%7,983CommonSOLE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$403,3610.01%654CommonSOLE
895436103TYTRI CONTL CORP$401,8250.01%12,720CommonSOLE
369550108GDGENERAL DYNAMICS CORP$401,2240.01%1,169CommonSOLE
548661107LOWLOWES COS INC$400,2580.01%1,694CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$393,4040.01%1,989CommonSOLE
G87052109TELTE CONNECTIVITY PLC$392,3310.01%1,877CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$391,7600.01%1,000CommonSOLE
46432F388VLUEISHARES TR$387,4680.01%2,725CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$385,4660.01%565CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$381,6430.01%1,284CommonSOLE
038222105AMATAPPLIED MATLS INC$380,7540.01%1,114CommonSOLE
92204A702VGTVANGUARD WORLD FD$379,5600.01%544CommonSOLE
882508104TXNTEXAS INSTRS INC$377,4080.01%1,944CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$362,9580.01%1,074CommonSOLE
56585A102MPCMARATHON PETE CORP$357,2350.01%1,463CommonSOLE
921910816MGKVANGUARD WORLD FD$350,1700.01%953CommonSOLE
219350105GLWCORNING INC$341,9650.01%2,515CommonSOLE
34959E109FTNTFORTINET INC$340,6910.01%4,169CommonSOLE
29364G103ETRENTERGY CORP NEW$337,6420.01%3,005CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$333,7040.01%1,195CommonSOLE
922475108VEEVVEEVA SYS INC$326,0250.01%1,856CommonSOLE
670346105NUENUCOR CORP$316,8930.01%1,874CommonSOLE
31428X106FDXFEDEX CORP$316,6440.01%889CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$315,6960.01%2,411CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$310,1630.01%4,130CommonSOLE
718172109PMPHILIP MORRIS INTL INC$310,0130.01%1,875CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$309,2250.01%1,188CommonSOLE
78468R523BILSSPDR SERIES TRUST$298,3200.01%3,000CommonSOLE
87612E106TGTTARGET CORP$298,1520.01%2,460CommonSOLE
001055102AFLAFLAC INC$291,8290.01%2,660CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$280,5300.01%1,379CommonSOLE
79466L302CRMSALESFORCE INC$278,5120.01%1,492CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$276,7430.01%2,813CommonSOLE
04621X108AIZASSURANT INC$259,4120.01%1,191CommonSOLE
714236106PBTPERMIAN BASIN RTY TR$258,2400.01%12,000CommonSOLE
922908629VOVANGUARD INDEX FDS$253,5800.01%883CommonSOLE
842587107SOSOUTHERN CO$253,0750.01%2,622CommonSOLE
92840M102VSTVISTRA CORP$252,7050.01%1,681CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$247,4780.00%1,688CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$246,6380.00%1,525CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$242,8000.00%1,195CommonSOLE
055622104BPBP PLC$241,1570.00%5,131CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$239,2470.00%4,846CommonSOLE
216648501COOCOOPER COS INC$239,0960.00%3,344CommonSOLE
148929102CAVACAVA GROUP INC$238,2510.00%2,945CommonSOLE
46436F103IAUMISHARES GOLD TR$234,9940.00%5,032CommonSOLE
12572Q105CMECME GROUP INC$232,7360.00%788CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$232,5340.00%490CommonNONE
464287721IYWISHARES TR$231,8550.00%1,278CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$231,5280.00%9,724CommonNONE
00326A104SGOLETFS GOLD TR$227,5620.00%5,100CommonSOLE
133131102CPTCAMDEN PPTY TR$224,9110.00%2,303CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$224,8760.00%576CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$224,1870.00%265CommonSOLE
594972408MSTRSTRATEGY INC$218,8990.00%1,754CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$218,1030.00%2,982CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$216,2230.00%4,334CommonSOLE
443510607HUBBHUBBELL INC$215,4350.00%439CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$213,6170.00%2,273CommonSOLE
747525103QCOMQUALCOMM INC$213,5170.00%1,658CommonSOLE
46434G764EMXCISHARES INC$205,0670.00%2,607CommonSOLE
798241105SJTSAN JUAN BASIN RTY TR$180,3750.00%37,500CommonSOLE
03463K737MBSANGEL OAK FUNDS TRUST$150,5190.00%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.