First Financial Bankshares Inc Portfolio Stock Holdings
First Financial Bankshares Inc disclosed 201 stock positions valued at approximately $5.0 billion in its latest SEC 13F filing. The largest holdings include MICROSOFT CORP, BROADCOM INC, and JPMORGAN CHASE & CO. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 201
- Portfolio Value
- $5.0B
Holdings by Sector
First Financial Bankshares Inc Portfolio Holdings in Q1 2026
197 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 5.19% | 694,837 | +63,236 | +10.01% | $257,207,813 |
| BROADCOM INC | AVGO | Technology | 4.38% | 700,962 | +7,804 | +1.13% | $216,954,748 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 4.00% | 673,281 | -64,004 | -8.68% | $198,052,339 |
| VANGUARD BD INDEX FDS | BND | Other | 3.95% | 2,655,286 | +10,031 | +0.38% | $195,535,261 |
| ISHARES TR | IJH | Other | 3.91% | 2,865,249 | -55,504 | -1.90% | $193,490,265 |
| APPLE INC | AAPL | Technology | 3.76% | 734,089 | +4,115 | +0.56% | $186,304,447 |
| ALPHABET INC | GOOGL | Communication Services | 3.69% | 634,843 | -69,297 | -9.84% | $182,555,453 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 3.11% | 629,377 | -80,003 | -11.28% | $153,844,914 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.72% | 2,098,908 | -11,695 | -0.55% | $134,498,024 |
| CHEVRON CORPORATION | CVX | Energy | 2.68% | 640,274 | +3,688 | +0.58% | $132,472,690 |
| WILLIAMS COS INC | WMB | Energy | 2.11% | 1,432,519 | -8,415 | -0.58% | $104,258,733 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 2.01% | 319,631 | +426 | +0.13% | $99,338,119 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.87% | 996,001 | +7,878 | +0.80% | $92,508,573 |
| BLACKSTONE INC | BX | Financial Services | 1.81% | 780,212 | +45,290 | +6.16% | $89,716,578 |
| MERCK & CO INC | MRK | Healthcare | 1.81% | 743,601 | +15,082 | +2.07% | $89,447,764 |
| NVIDIA CORPORATION | NVDA | Technology | 1.76% | 499,849 | +25,095 | +5.29% | $87,173,666 |
| PEPSICO INC | PEP | Consumer Defensive | 1.74% | 554,758 | +16,732 | +3.11% | $86,148,370 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 1.73% | 652,133 | +6,062 | +0.94% | $85,481,594 |
| BANK AMERICA CORP | BAC | Financial Services | 1.72% | 1,745,626 | +29,413 | +1.71% | $85,099,268 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 1.68% | 1,050,454 | +24,412 | +2.38% | $83,269,488 |
| COCA COLA CO | KO | Consumer Defensive | 1.67% | 1,085,155 | -1,614 | -0.15% | $82,526,038 |
| META PLATFORMS INC | META | Communication Services | 1.67% | 144,112 | +2,158 | +1.52% | $82,450,799 |
| HONEYWELL INTL INC | HON | Industrials | 1.66% | 363,949 | -39 | -0.01% | $82,263,393 |
| CISCO SYS INC | CSCO | Technology | 1.66% | 1,057,729 | +3,762 | +0.36% | $82,069,193 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.66% | 393,676 | +56,140 | +16.63% | $81,990,901 |
| AMGEN INC | AMGN | Healthcare | 1.58% | 222,175 | -147 | -0.07% | $78,172,274 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 1.57% | 1,331,529 | +28,991 | +2.23% | $77,947,708 |
| EATON CORP PLC | ETN | Other | 1.52% | 210,038 | -43,747 | -17.24% | $75,124,292 |
| CITIGROUP INC | C | Financial Services | 1.48% | 644,815 | -2,702 | -0.42% | $73,128,469 |
| AMERICAN TOWER CORP | AMT | Real Estate | 1.38% | 394,575 | +139,334 | +54.59% | $68,095,753 |
| BLACKROCK INC | BLK | Other | 1.34% | 69,021 | +298 | +0.43% | $66,378,186 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 1.32% | 108,509 | -6 | -0.01% | $65,581,755 |
| CONOCOPHILLIPS | COP | Energy | 1.29% | 482,593 | -106,143 | -18.03% | $63,702,276 |
| MEDTRONIC PLC | MDT | Other | 1.26% | 719,377 | +10,881 | +1.54% | $62,334,017 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 1.18% | 168,722 | -1,230 | -0.72% | $58,234,398 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.04% | 949,065 | +3,751 | +0.40% | $51,296,963 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.99% | 144,957 | -137,351 | -48.65% | $48,972,272 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.98% | 844,872 | +62,219 | +7.95% | $48,698,422 |
| NISOURCE INC | NI | Utilities | 0.94% | 1,000,418 | -8,265 | -0.82% | $46,679,504 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 0.89% | 939,648 | -8,883 | -0.94% | $44,116,474 |
| SERVICENOW INC | NOW | Technology | 0.89% | 420,200 | +172,906 | +69.92% | $43,931,910 |
| SEI INVTS CO | SEIC | Financial Services | 0.88% | 554,178 | +554,178 | +100.00% | $43,486,348 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.87% | 131,045 | +3,231 | +2.53% | $43,099,390 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.84% | 903,189 | -16,771 | -1.82% | $41,447,343 |
| REGIONS FINANCIAL CORP NEW | RF | Financial Services | 0.75% | 1,414,249 | +571,227 | +67.76% | $36,940,184 |
| UNION PAC CORP | UNP | Industrials | 0.71% | 145,609 | +1,302 | +0.90% | $35,327,656 |
| NOVARTIS AG | NVS | Healthcare | 0.71% | 230,854 | +6,071 | +2.70% | $35,262,949 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.68% | 67,628 | -2,281 | -3.26% | $33,791,007 |
| SPDR SERIES TRUST | KRE | Other | 0.62% | 469,340 | -23,190 | -4.71% | $30,577,501 |
| ISHARES TR | IJR | Other | 0.58% | 230,047 | +822 | +0.36% | $28,597,143 |
| VANGUARD INDEX FDS | VNQ | Other | 0.53% | 298,357 | -6,415 | -2.10% | $26,464,266 |
| PROFRAC HLDG CORP | ACDC | Energy | 0.49% | 3,889,478 | -22,575 | -0.58% | $24,114,764 |
| VANGUARD SCOTTSDALE FDS | VGLT | Other | 0.47% | 420,464 | +4,607 | +1.11% | $23,274,790 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.46% | 47,686 | +45,501 | +2082.43% | $22,851,131 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.46% | 274,190 | -129 | -0.05% | $22,689,223 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.44% | 241,776 | +11,202 | +4.86% | $21,660,711 |
| ISHARES TR | IYT | Other | 0.43% | 287,569 | -6,354 | -2.16% | $21,452,647 |
| WALMART INC | WMT | Consumer Defensive | 0.42% | 169,305 | -313,758 | -64.95% | $21,041,225 |
| ENCOMPASS HEALTH CORP | EHC | Healthcare | 0.41% | 207,699 | +207,699 | +100.00% | $20,090,724 |
| ORACLE CORP | ORCL | Technology | 0.34% | 114,550 | +5,787 | +5.32% | $16,851,450 |
| REALTY INCOME CORP | O | Real Estate | 0.34% | 272,094 | +70,153 | +34.74% | $16,646,711 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.33% | 3,933 | +2,981 | +313.13% | $16,559,189 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.27% | 31,896 | +125 | +0.39% | $13,566,645 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.26% | 46,833 | +6,285 | +15.50% | $12,672,541 |
| UNITED THERAPEUTICS CORP DEL | UTHR | Healthcare | 0.25% | 20,710 | -324 | -1.54% | $12,280,616 |
| PFIZER INC | PFE | Healthcare | 0.25% | 433,584 | +61,763 | +16.61% | $12,175,038 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.24% | 116,115 | +3,764 | +3.35% | $11,921,527 |
| EXXON MOBIL CORP | XOM | Energy | 0.17% | 50,338 | +1,874 | +3.87% | $8,540,345 |
| VANGUARD INDEX FDS | VOO | Other | 0.15% | 12,800 | -65,326 | -83.62% | $7,648,640 |
| ISHARES TR | EFA | Other | 0.15% | 77,525 | +1,708 | +2.25% | $7,530,003 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.14% | 94,916 | +20,886 | +28.21% | $6,827,308 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.12% | 38,089 | +1,652 | +4.53% | $6,106,428 |
| ISHARES TR | IVV | Other | 0.12% | 9,304 | -1,125 | -10.79% | $6,077,466 |
| ISHARES TR | IWB | Other | 0.11% | 15,444 | -34 | -0.22% | $5,506,713 |
| ALEXANDRIA REAL ESTATE EQ IN | ARE | Real Estate | 0.11% | 116,813 | +17,152 | +17.21% | $5,422,459 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.11% | 11,430 | +205 | +1.83% | $5,269,116 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.11% | 37,793 | - | - | $5,227,528 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.10% | 7,878 | -282 | -3.46% | $5,123,379 |
| NEUROCRINE BIOSCIENCES INC | NBIX | Healthcare | 0.10% | 38,497 | +644 | +1.70% | $5,071,595 |
| PHILLIPS 66 | PSX | Energy | 0.10% | 27,202 | -1,640 | -5.69% | $4,955,660 |
| ATLASSIAN CORPORATION | TEAM | Technology | 0.10% | 70,975 | +70,975 | +100.00% | $4,844,044 |
| TESLA INC | TSLA | Consumer Cyclical | 0.08% | 11,030 | +248 | +2.30% | $4,100,403 |
| SPDR SERIES TRUST | BIL | Other | 0.08% | 43,887 | +37,382 | +574.67% | $4,021,805 |
| KIMBELL RTY PARTNERS LP | KRP | Energy | 0.08% | 270,159 | +33,142 | +13.98% | $3,909,201 |
| ALPHABET INC | GOOG | Communication Services | 0.06% | 11,042 | -13,435 | -54.89% | $3,167,508 |
| ISHARES TR | IEFA | Other | 0.06% | 34,383 | - | - | $3,112,693 |
| KLA CORP | KLAC | Technology | 0.06% | 1,868 | -3 | -0.16% | $2,750,462 |
| ISHARES TR | EEM | Other | 0.05% | 43,894 | - | - | $2,492,740 |
| MAIN STR CAP CORP | MAIN | Financial Services | 0.05% | 43,541 | +2,563 | +6.25% | $2,305,931 |
| ISHARES TR | AGG | Other | 0.04% | 22,065 | - | - | $2,190,393 |
| GE AEROSPACE | GE | Industrials | 0.04% | 7,519 | -82 | -1.08% | $2,133,667 |
| LAM RESEARCH CORP | LRCX | Other | 0.03% | 7,119 | -78 | -1.08% | $1,521,046 |
| HYCROFT MINING HOLDING CORP | HYMC | Basic Materials | 0.03% | 40,500 | +40,500 | +100.00% | $1,425,600 |
| CATERPILLAR INC | CAT | Industrials | 0.03% | 1,929 | -71 | -3.55% | $1,366,619 |
| MCKESSON CORP | MCK | Healthcare | 0.03% | 1,477 | - | - | $1,278,137 |
| RTX CORPORATION | RTX | Industrials | 0.02% | 5,813 | +31 | +0.54% | $1,121,328 |
| PROSPERITY BANCSHARES INC | PB | Financial Services | 0.02% | 16,123 | -449 | -2.71% | $1,083,143 |
| AT&T INC | T | Communication Services | 0.02% | 36,739 | +7,882 | +27.31% | $1,065,064 |
| VISA INC | V | Financial Services | 0.02% | 3,291 | +6 | +0.18% | $994,672 |
| ISHARES TR | IWR | Other | 0.02% | 10,196 | +1,708 | +20.12% | $991,357 |