FIRST FINANCIAL BANKSHARES INC (FFIN)

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Institutional

CIK 0000036029

$4.95B

Reported AUM

201

Positions

Q1 2026

Period

2026-05-11

Filed

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%.

Portfolio · Q1 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	MSFT	MICROSOFT CORP	$390.54	-0.71%	-24.89%	34.54%	$257.2M	5.19%	—	HELD
2	AVGO	BROADCOM INC	$370.32	-2.78%	31.81%	734.42%	$217.0M	4.38%	—	HELD
3	JPM	JPMORGAN CHASE & CO	$344.71	-3.53%	25.84%	153.16%	$198.1M	4.00%	—	HELD
4	BND	VANGUARD BD INDEX FDS	$72.38	-0.36%	2.10%	-1.58%	$195.5M	3.95%	—	HELD
5	IJH	ISHARES TR	$74.73	-1.71%	22.47%	46.61%	$193.5M	3.91%	—	HELD
6	AAPL	APPLE INC	$338.19	-0.56%	67.77%	128.17%	$186.3M	3.76%	—	HELD
7	GOOGL	ALPHABET INC	$336.71	0.90%	76.51%	132.04%	$182.6M	3.69%	—	HELD
8	JNJ	JOHNSON & JOHNSON	$265.53	-0.45%	64.28%	77.25%	$153.8M	3.11%	—	HELD
9	VEA	VANGUARD TAX-MANAGED FDS	$68.95	-0.93%	27.83%	54.95%	$134.5M	2.72%	—	HELD
10	CVX	CHEVRON CORPORATION	$191.86	2.28%	32.10%	140.30%	$132.5M	2.68%	—	HELD
11	WMB	WILLIAMS COS INC	$70.13	-0.04%	21.22%	260.70%	$104.3M	2.11%	—	HELD
12	MCD	MCDONALDS CORP	$271.52	-0.55%	-8.00%	27.88%	$99.3M	2.01%	—	HELD
13	NEE	NEXTERA ENERGY INC	$88.46	-0.92%	29.29%	19.57%	$92.5M	1.87%	—	HELD
14	BX	BLACKSTONE INC	$129.40	-3.36%	-18.57%	25.55%	$89.7M	1.81%	—	HELD
15	MRK	MERCK & CO INC	$130.36	-1.11%	70.49%	100.41%	$89.4M	1.81%	—	HELD
16	NVDA	NVIDIA CORPORATION	$190.01	-3.55%	13.56%	782.99%	$87.2M	1.76%	—	HELD
17	PEP	PEPSICO INC	$143.50	0.45%	6.63%	7.02%	$86.1M	1.74%	—	HELD
18	AEP	AMERICAN ELEC PWR CO INC	$129.40	-2.72%	20.82%	76.43%	$85.5M	1.73%	—	HELD
19	BAC	BANK AMERICA CORP	$61.07	-2.48%	38.41%	67.43%	$85.1M	1.72%	—	HELD
20	VCSH	VANGUARD SCOTTSDALE FDS	$78.61	-0.01%	3.06%	12.13%	$83.3M	1.68%	—	HELD
21	KO	COCA COLA CO	$89.08	0.92%	35.46%	86.77%	$82.5M	1.67%	—	HELD
22	META	META PLATFORMS INC	$585.61	-1.31%	-20.62%	57.79%	$82.5M	1.67%	—	HELD
23	HON	HONEYWELL INTL INC	$241.12	-2.40%	15.32%	17.06%	$82.3M	1.66%	—	HELD
24	CSCO	CISCO SYS INC	$112.48	-2.68%	75.85%	125.29%	$82.1M	1.66%	—	HELD
25	AMZN	AMAZON COM INC	$226.65	-1.82%	5.54%	30.60%	$82.0M	1.66%	—	HELD
26	AMGN	AMGEN INC	$387.64	-1.39%	36.39%	102.46%	$78.2M	1.58%	—	HELD
27	VGSH	VANGUARD SCOTTSDALE FDS	$58.12	0.07%	2.55%	9.68%	$77.9M	1.57%	—	HELD
28	ETN	EATON CORP PLC	$361.88	-6.31%	-3.99%	131.71%	$75.1M	1.52%	—	HELD
29	C	CITIGROUP INC	$127.13	-4.03%	47.53%	117.40%	$73.1M	1.48%	—	HELD
30	AMT	AMERICAN TOWER CORP	$179.26	4.52%	-14.19%	-29.88%	$68.1M	1.38%	—	HELD
31	BLK	BLACKROCK INC	$1079.19	-1.67%	—	—	$66.4M	1.34%	—	HELD
32	LMT	LOCKHEED MARTIN CORP	$569.20	-2.08%	—	—	$65.6M	1.32%	—	HELD
33	COP	CONOCOPHILLIPS	$118.06	3.47%	—	—	$63.7M	1.29%	—	HELD
34	MDT	MEDTRONIC PLC	$87.54	0.76%	—	—	$62.3M	1.26%	—	HELD
35	LHX	L3HARRIS TECHNOLOGIES INC	$297.53	-2.51%	—	—	$58.2M	1.18%	—	HELD
36	VWO	VANGUARD INTL EQUITY INDEX F	$56.92	-1.42%	—	—	$51.3M	1.04%	—	HELD
37	MU	MICRON TECHNOLOGY INC	$739.00	-9.94%	—	—	$49.0M	0.99%	—	HELD
38	MDLZ	MONDELEZ INTL INC	$64.99	4.02%	—	—	$48.7M	0.98%	—	HELD
39	NI	NISOURCE INC	$44.81	-2.01%	—	—	$46.7M	0.94%	—	HELD
40	VMBS	VANGUARD SCOTTSDALE FDS	$46.19	-0.39%	—	—	$44.1M	0.89%	—	HELD
41	NOW	SERVICENOW INC	$115.76	4.65%	—	—	$43.9M	0.89%	—	HELD
42	SEIC	SEI INVTS CO	$102.88	-0.25%	—	—	$43.5M	0.88%	—	HELD
43	HD	HOME DEPOT INC	$338.27	-1.80%	—	—	$43.1M	0.87%	—	HELD
44	XLU	SELECT SECTOR SPDR TR	$44.91	-1.34%	—	—	$41.4M	0.84%	—	HELD
45	RF	REGIONS FINANCIAL CORP NEW	$30.94	-1.06%	—	—	$36.9M	0.75%	—	HELD
46	UNP	UNION PAC CORP	$292.19	-0.77%	—	—	$35.3M	0.71%	—	HELD
47	NVS	NOVARTIS AG	$158.83	-0.64%	—	—	$35.3M	0.71%	—	HELD
48	MA	MASTERCARD INCORPORATED	$563.32	0.10%	—	—	$33.8M	0.68%	—	HELD
49	KRE	SPDR SERIES TRUST	$76.18	-0.79%	—	—	$30.6M	0.62%	—	HELD
50	IJR	ISHARES TR	$144.32	-1.36%	—	—	$28.6M	0.58%	—	HELD
51	VNQ	VANGUARD INDEX FDS	$100.66	-0.29%	—	—	$26.5M	0.53%	—	HELD
52	ACDC	PROFRAC HLDG CORP	$3.61	-2.70%	—	—	$24.1M	0.49%	—	HELD
53	VGLT	VANGUARD SCOTTSDALE FDS	$53.13	-1.45%	—	—	$23.3M	0.47%	—	HELD
54	BRK/B	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$22.9M	0.46%	—	HELD
55	VCIT	VANGUARD SCOTTSDALE FDS	$81.26	-0.31%	—	—	$22.7M	0.46%	—	HELD
56	SBUX	STARBUCKS CORP	$104.14	1.01%	—	—	$21.7M	0.44%	—	HELD
57	IYT	ISHARES TR	$85.76	-1.39%	—	—	$21.5M	0.43%	—	HELD
58	WMT	WALMART INC	$114.22	0.99%	—	—	$21.0M	0.42%	—	HELD
59	EHC	ENCOMPASS HEALTH CORP	$113.80	-1.92%	—	—	$20.1M	0.41%	—	HELD
60	ORCL	ORACLE CORP	$117.74	-1.85%	—	—	$16.9M	0.34%	—	HELD
61	O	REALTY INCOME CORP	$65.54	-0.29%	—	—	$16.6M	0.34%	—	HELD
62	BKNG	BOOKING HOLDINGS INC	$201.30	1.00%	—	—	$16.6M	0.33%	—	HELD
63	SPGI	S&P GLOBAL INC	$419.64	-1.11%	—	—	$13.6M	0.27%	—	HELD
64	UNH	UNITEDHEALTH GROUP INC	$420.57	-1.92%	—	—	$12.7M	0.26%	—	HELD
65	UTHR	UNITED THERAPEUTICS CORP DEL	$524.70	0.20%	—	—	$12.3M	0.25%	—	HELD
66	PFE	PFIZER INC	$25.15	-0.40%	—	—	$12.2M	0.25%	—	HELD
67	ABT	ABBOTT LABORATORIES	$108.00	0.68%	—	—	$11.9M	0.24%	—	HELD
68	XOM	EXXON MOBIL CORP	$156.75	2.42%	—	—	$8.5M	0.17%	—	HELD
69	VOO	VANGUARD INDEX FDS	$670.63	-1.52%	—	—	$7.6M	0.15%	—	HELD
70	EFA	ISHARES TR	$103.37	-0.50%	—	—	$7.5M	0.15%	—	HELD
71	UBER	UBER TECHNOLOGIES INC	$71.20	0.65%	—	—	$6.8M	0.14%	—	HELD
72	PANW	PALO ALTO NETWORKS INC	$314.15	-1.52%	—	—	$6.1M	0.12%	—	HELD
73	IVV	ISHARES TR	$733.12	-1.49%	—	—	$6.1M	0.12%	—	HELD
74	IWB	ISHARES TR	$399.27	-1.56%	—	—	$5.5M	0.11%	—	HELD
75	ARE	ALEXANDRIA REAL ESTATE EQ IN	$53.77	-0.43%	—	—	$5.4M	0.11%	—	HELD
76	ISRG	INTUITIVE SURGICAL INC	$353.10	-2.40%	—	—	$5.3M	0.11%	—	HELD
77	VT	VANGUARD INTL EQUITY INDEX F	$152.22	-1.38%	—	—	$5.2M	0.11%	—	HELD
78	SPY	STATE STR SPDR S&P 500 ETF T	$729.46	-1.54%	—	—	$5.1M	0.10%	—	HELD
79	NBIX	NEUROCRINE BIOSCIENCES INC	$180.79	-1.12%	—	—	$5.1M	0.10%	—	HELD
80	PSX	PHILLIPS 66	$206.81	0.47%	—	—	$5.0M	0.10%	—	HELD
81	TEAM	ATLASSIAN CORPORATION	$104.28	4.30%	—	—	$4.8M	0.10%	—	HELD
82	TSLA	TESLA INC	$298.32	-2.97%	—	—	$4.1M	0.08%	—	HELD
83	BIL	SPDR SERIES TRUST	$91.64	0.01%	—	—	$4.0M	0.08%	—	HELD
84	KRP	KIMBELL RTY PARTNERS LP	$14.78	2.00%	—	—	$3.9M	0.08%	—	HELD
85	GOOG	ALPHABET INC	$335.76	0.95%	—	—	$3.2M	0.06%	—	HELD
86	IEFA	ISHARES TR	$96.23	-0.54%	—	—	$3.1M	0.06%	—	HELD
87	KLAC	KLA CORP	$170.19	-10.80%	—	—	$2.8M	0.06%	—	HELD
88	EEM	ISHARES TR	$61.07	-2.07%	—	—	$2.5M	0.05%	—	HELD
89	MAIN	MAIN STR CAP CORP	$54.32	-1.81%	—	—	$2.3M	0.05%	—	HELD
90	AGG	ISHARES TR	$97.55	-0.38%	—	—	$2.2M	0.04%	—	HELD
91	GE	GE AEROSPACE	$350.63	-3.56%	—	—	$2.1M	0.04%	—	HELD
92	SOLS	SOLSTICE ADVANCED MATLS INC	$55.66	-2.88%	—	—	$2.0M	0.04%	—	HELD
93	LRCX	LAM RESEARCH CORP	$252.35	-6.40%	—	—	$1.5M	0.03%	—	HELD
94	HYMC	HYCROFT MINING HOLDING CORP	$19.16	-4.77%	—	—	$1.4M	0.03%	—	HELD
95	CAT	CATERPILLAR INC	$782.71	-6.91%	—	—	$1.4M	0.03%	—	HELD
96	MCK	MCKESSON CORP	$888.56	-0.11%	—	—	$1.3M	0.03%	—	HELD
97	RTX	RTX CORPORATION	$215.25	-1.52%	—	—	$1.1M	0.02%	—	HELD
98	PB	PROSPERITY BANCSHARES INC	$74.23	0.92%	—	—	$1.1M	0.02%	—	HELD
99	T	AT&T INC	$23.94	-2.92%	—	—	$1.1M	0.02%	—	HELD
100	V	VISA INC	$368.73	0.58%	—	—	$995K	0.02%	—	HELD
101	IWR	ISHARES TR	—	—	—	—	$991K	0.02%	—	HELD
102	SMBC	SOUTHERN MO BANCORP INC	—	—	—	—	$984K	0.02%	—	HELD
103	ABBV	ABBVIE INC	—	—	—	—	$959K	0.02%	—	HELD
104	SKE	SKEENA RES LTD NEW	—	—	—	—	$902K	0.02%	—	HELD
105	RSG	REPUBLIC SVCS INC	—	—	—	—	$879K	0.02%	—	HELD
106	CHE	CHEMED CORP NEW	—	—	—	—	$872K	0.02%	—	HELD
107	MAR	MARRIOTT INTL INC NEW	—	—	—	—	$864K	0.02%	—	HELD
108	LLY	ELI LILLY & CO	—	—	—	—	$825K	0.02%	—	HELD
109	QQQ	INVESCO QQQ TR	—	—	—	—	$821K	0.02%	—	HELD
110	SCHX	SCHWAB STRATEGIC TR	—	—	—	—	$787K	0.02%	—	HELD
111	CL	COLGATE PALMOLIVE CO	—	—	—	—	$763K	0.02%	—	HELD
112	ET	ENERGY TRANSFER L P	—	—	—	—	$755K	0.02%	—	HELD
113	VLO	VALERO ENERGY CORP	—	—	—	—	$729K	0.01%	—	HELD
114	RDNW	RIDENOW GROUP INC	—	—	—	—	$708K	0.01%	—	HELD
115	PAGP	PLAINS GP HLDGS L P	—	—	—	—	$698K	0.01%	—	HELD
116	GEV	GE VERNOVA INC	—	—	—	—	$670K	0.01%	—	HELD
117	TT	TRANE TECHNOLOGIES PLC	—	—	—	—	$661K	0.01%	—	HELD
118	DE	DEERE & CO	—	—	—	—	$629K	0.01%	—	HELD
119	CSX	CSX CORP	—	—	—	—	$618K	0.01%	—	HELD
120	TMO	THERMO FISHER SCIENTIFIC INC	—	—	—	—	$617K	0.01%	—	HELD
121	VZ	VERIZON COMMUNICATIONS INC	—	—	—	—	$586K	0.01%	—	HELD
122	COST	COSTCO WHOLESALE CORPORATION	—	—	—	—	$575K	0.01%	—	HELD
123	CMI	CUMMINS INC	—	—	—	—	$569K	0.01%	—	HELD
124	NFLX	NETFLIX INC.	—	—	—	—	$569K	0.01%	—	HELD
125	VONG	VANGUARD SCOTTSDALE FDS	—	—	—	—	$554K	0.01%	—	HELD
126	VTI	VANGUARD INDEX FDS	—	—	—	—	$533K	0.01%	—	HELD
127	FERG	FERGUSON ENTERPRISES INC	—	—	—	—	$524K	0.01%	—	HELD
128	HBM	HUDBAY MINERALS INC	—	—	—	—	$516K	0.01%	—	HELD
129	TGB	TASEKO MINES LTD	—	—	—	—	$512K	0.01%	—	HELD
130	LVS	LAS VEGAS SANDS CORP	—	—	—	—	$479K	0.01%	—	HELD
131	GLD	SPDR GOLD TR	—	—	—	—	$474K	0.01%	—	HELD
132	VB	VANGUARD INDEX FDS	—	—	—	—	$468K	0.01%	—	HELD
133	MSIF	MSC INCOME FUND INC	—	—	—	—	$468K	0.01%	—	HELD
134	IWF	ISHARES TR	—	—	—	—	$455K	0.01%	—	HELD
135	NSC	NORFOLK SOUTHN CORP	—	—	—	—	$443K	0.01%	—	HELD
136	FCX	FREEPORT MCMORAN INC	—	—	—	—	$437K	0.01%	—	HELD
137	PG	PROCTER & GAMBLE CO	—	—	—	—	$428K	0.01%	—	HELD
138	SLB	SLB LIMITED	—	—	—	—	$410K	0.01%	—	HELD
139	MDY	STATE STR SPDR S&P MIDCAP 40	—	—	—	—	$403K	0.01%	—	HELD
140	TY	TRI CONTL CORP	—	—	—	—	$402K	0.01%	—	HELD
141	GD	GENERAL DYNAMICS CORP	—	—	—	—	$401K	0.01%	—	HELD
142	LOW	LOWES COS INC	—	—	—	—	$400K	0.01%	—	HELD
143	FANG	DIAMONDBACK ENERGY INC	—	—	—	—	$393K	0.01%	—	HELD
144	TEL	TE CONNECTIVITY PLC	—	—	—	—	$392K	0.01%	—	HELD
145	STX	SEAGATE TECHNOLOGY HLDNGS PL	—	—	—	—	$392K	0.01%	—	HELD
146	VLUE	ISHARES TR	—	—	—	—	$387K	0.01%	—	HELD
147	NOC	NORTHROP GRUMMAN CORP	—	—	—	—	$385K	0.01%	—	HELD
148	RNR	RENAISSANCERE HLDGS LTD	—	—	—	—	$382K	0.01%	—	HELD
149	AMAT	APPLIED MATLS INC	—	—	—	—	$381K	0.01%	—	HELD
150	VGT	VANGUARD WORLD FD	—	—	—	—	$380K	0.01%	—	HELD
151	TXN	TEXAS INSTRS INC	—	—	—	—	$377K	0.01%	—	HELD
152	TSM	TAIWAN SEMICONDUCTOR MANUFAC	—	—	—	—	$363K	0.01%	—	HELD
153	MPC	MARATHON PETE CORP	—	—	—	—	$357K	0.01%	—	HELD
154	MGK	VANGUARD WORLD FD	—	—	—	—	$350K	0.01%	—	HELD
155	GLW	CORNING INC	—	—	—	—	$342K	0.01%	—	HELD
156	FTNT	FORTINET INC	—	—	—	—	$341K	0.01%	—	HELD
157	ETR	ENTERGY CORP NEW	—	—	—	—	$338K	0.01%	—	HELD
158	CEG	CONSTELLATION ENERGY CORP	—	—	—	—	$334K	0.01%	—	HELD
159	VEEV	VEEVA SYS INC	—	—	—	—	$326K	0.01%	—	HELD
160	NUE	NUCOR CORP	—	—	—	—	$317K	0.01%	—	HELD
161	FDX	FEDEX CORP	—	—	—	—	$317K	0.01%	—	HELD
162	DUK	DUKE ENERGY CORP NEW	—	—	—	—	$316K	0.01%	—	HELD
163	VEU	VANGUARD INTL EQUITY INDEX F	—	—	—	—	$310K	0.01%	—	HELD
164	PM	PHILIP MORRIS INTL INC	—	—	—	—	$310K	0.01%	—	HELD
165	ITW	ILLINOIS TOOL WKS INC	—	—	—	—	$309K	0.01%	—	HELD
166	BILS	SPDR SERIES TRUST	—	—	—	—	$298K	0.01%	—	HELD
167	TGT	TARGET CORP	—	—	—	—	$298K	0.01%	—	HELD
168	AFL	AFLAC INC	—	—	—	—	$292K	0.01%	—	HELD
169	AMD	ADVANCED MICRO DEVICES INC	—	—	—	—	$281K	0.01%	—	HELD
170	CRM	SALESFORCE INC	—	—	—	—	$279K	0.01%	—	HELD
171	UPS	UNITED PARCEL SVCS INC	—	—	—	—	$277K	0.01%	—	HELD
172	AIZ	ASSURANT INC	—	—	—	—	$259K	0.01%	—	HELD
173	PBT	PERMIAN BASIN RTY TR	—	—	—	—	$258K	0.01%	—	HELD
174	VO	VANGUARD INDEX FDS	—	—	—	—	$254K	0.01%	—	HELD
175	SO	SOUTHERN CO	—	—	—	—	$253K	0.01%	—	HELD
176	VST	VISTRA CORP	—	—	—	—	$253K	0.01%	—	HELD
177	XLV	SELECT SECTOR SPDR TR	—	—	—	—	$247K	0.00%	—	HELD
178	XLI	SELECT SECTOR SPDR TR	—	—	—	—	$247K	0.00%	—	HELD
179	ADP	AUTOMATIC DATA PROCESSING IN	—	—	—	—	$243K	0.00%	—	HELD
180	BP	BP PLC	—	—	—	—	$241K	0.00%	—	HELD
181	XLF	SELECT SECTOR SPDR TR	—	—	—	—	$239K	0.00%	—	HELD
182	COO	COOPER COS INC	—	—	—	—	$239K	0.00%	—	HELD
183	CAVA	CAVA GROUP INC	—	—	—	—	$238K	0.00%	—	HELD
184	IAUM	ISHARES GOLD TR	—	—	—	—	$235K	0.00%	—	HELD
185	CME	CME GROUP INC	—	—	—	—	$233K	0.00%	—	HELD
186	TPL	TEXAS PACIFIC LAND CORPORATI	—	—	—	—	$233K	0.00%	—	HELD
187	IYW	ISHARES TR	—	—	—	—	$232K	0.00%	—	HELD
188	HPE	HEWLETT PACKARD ENTERPRISE C	—	—	—	—	$232K	0.00%	—	HELD
189	SGOL	ETFS GOLD TR	—	—	—	—	$228K	0.00%	—	HELD
190	CPT	CAMDEN PPTY TR	—	—	—	—	$225K	0.00%	—	HELD
191	CRWD	CROWDSTRIKE HLDGS INC	—	—	—	—	$225K	0.00%	—	HELD
192	GS	GOLDMAN SACHS GROUP INC	—	—	—	—	$224K	0.00%	—	HELD
193	MSTR	STRATEGY INC	—	—	—	—	$219K	0.00%	—	HELD
194	SPLV	INVESCO EXCH TRADED FD TR II	—	—	—	—	$218K	0.00%	—	HELD
195	VTEB	VANGUARD MUN BD FDS	—	—	—	—	$216K	0.00%	—	HELD
196	HUBB	HUBBELL INC	—	—	—	—	$215K	0.00%	—	HELD
197	SCHW	SCHWAB CHARLES CORP	—	—	—	—	$214K	0.00%	—	HELD
198	QCOM	QUALCOMM INC	—	—	—	—	$214K	0.00%	—	HELD
199	EMXC	ISHARES INC	—	—	—	—	$205K	0.00%	—	HELD
200	SJT	SAN JUAN BASIN RTY TR	—	—	—	—	$180K	0.00%	—	HELD
201	MBS	ANGEL OAK FUNDS TRUST	—	—	—	—	$151K	0.00%	—	HELD

Source: SEC EDGAR · accession 0001193125-26-215873. 13F discloses long positions only — shorts, foreign equities, and options are excluded.