First Financial Bankshares Inc Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, First Financial Bankshares Inc disclosed 204 stock positions valued at approximately $5.34B as of quarter-end June 30, 2026. The largest holdings include MICROSOFT CORP, BROADCOM INC, and ALPHABET INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 204
- Portfolio Value
- $5.34B
Holdings by Sector
First Financial Bankshares Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 5.04% | 722,473 | +27,636 | +3.98% | $269,496,879 |
| BROADCOM INC | AVGO | Technology | 4.89% | 691,324 | -9,638 | -1.37% | $261,147,641 |
| ALPHABET INC | GOOGL | Communication Services | 4.29% | 641,522 | +6,679 | +1.05% | $229,260,717 |
| ISHARES TR | IJH | Other | 4.22% | 2,927,410 | +62,161 | +2.17% | $225,732,585 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 4.13% | 674,682 | +1,401 | +0.21% | $220,843,659 |
| APPLE INC | AAPL | Technology | 3.99% | 736,559 | +2,470 | +0.34% | $213,130,713 |
| VANGUARD BD INDEX FDS | BND | Other | 3.56% | 2,593,332 | -61,954 | -2.33% | $190,376,502 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 3.04% | 638,883 | +9,506 | +1.51% | $162,257,115 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.81% | 2,106,653 | +7,745 | +0.37% | $150,099,027 |
| MICRON TECHNOLOGY INC | MU | Technology | 2.44% | 112,800 | -32,157 | -22.18% | $130,203,912 |
| CISCO SYS INC | CSCO | Technology | 2.28% | 1,035,061 | -22,668 | -2.14% | $121,578,265 |
| CHEVRON CORPORATION | CVX | Energy | 2.00% | 646,295 | +6,021 | +0.94% | $107,129,859 |
| WILLIAMS COS INC | WMB | Energy | 2.00% | 1,435,873 | +3,354 | +0.23% | $106,742,799 |
| NVIDIA CORPORATION | NVDA | Technology | 1.94% | 519,194 | +19,345 | +3.87% | $103,885,528 |
| BANK OF AMER CORP | BAC | Financial Services | 1.87% | 1,753,292 | +7,666 | +0.44% | $99,902,578 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 1.83% | 362,689 | +43,058 | +13.47% | $98,038,464 |
| MERCK & CO INC | MRK | Healthcare | 1.81% | 752,788 | +9,187 | +1.24% | $96,733,258 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.78% | 399,513 | +5,837 | +1.48% | $95,219,928 |
| BLACKSTONE INC | BX | Financial Services | 1.72% | 779,459 | -753 | -0.10% | $91,718,940 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 1.68% | 657,656 | +5,523 | +0.85% | $89,973,917 |
| EATON CORP PLC | ETN | Other | 1.68% | 210,897 | +859 | +0.41% | $89,867,429 |
| COCA COLA CO | KO | Consumer Defensive | 1.67% | 1,096,417 | +11,262 | +1.04% | $89,105,810 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.66% | 1,011,628 | +15,627 | +1.57% | $88,790,590 |
| CITIGROUP INC | C | Financial Services | 1.66% | 633,576 | -11,239 | -1.74% | $88,675,297 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 1.59% | 1,077,848 | +27,394 | +2.61% | $85,182,327 |
| META PLATFORMS INC | META | Communication Services | 1.56% | 148,035 | +3,923 | +2.72% | $83,386,635 |
| AMGEN INC | AMGN | Healthcare | 1.52% | 224,652 | +2,477 | +1.11% | $81,350,982 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 1.48% | 1,356,427 | +24,898 | +1.87% | $78,944,052 |
| PEPSICO INC | PEP | Consumer Defensive | 1.44% | 566,395 | +11,637 | +2.10% | $76,689,883 |
| BLACKROCK INC | BLK | Other | 1.25% | 69,577 | +556 | +0.81% | $66,902,461 |
Showing 30 of 204 holdings in the latest reporting period.