First Financial Bankshares Inc

Holdings as of Dec 31, 2025 · filed Feb 12, 2026

$4968040985
Portfolio value
212
Positions
Source: SEC 13-F ↗
Original filing
# Holding Value % Port. Δ Shares Change (QoQ)
1 Microsoft Corp $305454875 6.15% +2225 +0.35%
2 Broadcom Inc $239901984 4.83% -83889 -10.80%
3 Jpmorgan Chase & Co. $237567973 4.78% +11089 +1.53%
4 Alphabet Inc $220395820 4.44% -21379 -2.95%
5 Apple Inc $198450732 3.99% -4451 -0.61%
6 Vanguard Bd Index Fds $195934038 3.94% +42063 +1.62%
7 Ishares Tr $192769698 3.88% +134600 +4.83%
8 Johnson & Johnson $146806191 2.96% +15514 +2.24%
9 Vanguard Tax-Managed Fds $131849370 2.65% -47688 -2.21%
10 Blackstone Inc $113280877 2.28% +15108 +2.10%
11 Mcdonalds Corp $97558625 1.96% +4576 +1.45%
12 Chevron Corp New $97022072 1.95% +3987 +0.63%
13 Bank America Corp $94391715 1.90% +36667 +2.18%
14 Meta Platforms Inc $93702416 1.89% +56723 +66.55%
15 Nvidia Corporation $88541622 1.78% -35082 -6.88%
16 Williams Cos Inc $86614542 1.74% -19816 -1.36%
17 Vanguard Scottsdale Fds $81806329 1.65% +37073 +3.75%
18 Cisco Sys Inc $81187078 1.63% +20578 +1.99%
19 Eaton Corp Plc $80833060 1.63% +6986 +2.83%
20 Micron Technology Inc $80573526 1.62% -9026 -3.10%
21 Nextera Energy Inc $79326515 1.60% +37490 +3.94%
22 Amazon Com Inc $77910060 1.57% -8592 -2.48%
23 Pepsico Inc $77217491 1.55% -1692 -0.31%
24 Merck & Co Inc $76683910 1.54% +7509 +1.04%
25 Vanguard Scottsdale Fds $76498056 1.54% +31765 +2.50%
26 Coca Cola Co $75976021 1.53% +136871 +14.41%
27 Citigroup Inc $75558758 1.52% -12508 -1.90%
28 American Elec Pwr Co Inc $74498447 1.50% +12987 +2.05%
29 Blackrock Inc $73556976 1.48% +584 +0.86%
30 Amgen Inc $72768214 1.46% +1900 +0.86%
31 Honeywell Intl Inc $71010419 1.43% +7094 +1.99%
32 Medtronic Plc $68058125 1.37% +19105 +2.77%
33 Conocophillips $55111577 1.11% -991 -0.17%
34 Walmart Inc $53818049 1.08% -6599 -1.35%
35 Lockheed Martin Corp $52485450 1.06% -1853 -1.68%
36 Vanguard Intl Equity Index F $50820081 1.02% -12465 -1.30%
37 L3harris Technologies Inc $49892809 1.00% +3264 +1.96%
38 Vanguard Index Fds $48995158 0.99% +65271 +507.75%
39 American Tower Corp New $44812662 0.90% -21273 -7.69%
40 Vanguard Scottsdale Fds $44656839 0.90% +13444 +1.44%
41 Home Depot Inc $43980798 0.89% -665 -0.52%
42 Mondelez Intl Inc $42130211 0.85% -36536 -4.46%
43 Nisource Inc $42122602 0.85% +16718 +1.69%
44 Mastercard Incorporated $39909650 0.80% +2613 +3.88%
45 Select Sector Spdr Tr $39273092 0.79% +460296 +100.14%
46 Servicenow Inc $37882968 0.76% +198968 +411.72%
47 Union Pac Corp $33381096 0.67% +7098 +5.17%
48 Spdr Series Trust $31920869 0.64% +99254 +25.24%
49 Novartis Ag $30990832 0.62% +2546 +1.15%
50 Ishares Tr $27548260 0.55% +752 +0.33%
51 Vanguard Index Fds $26969274 0.54% +88673 +41.03%
52 Vanguard Scottsdale Fds $23204820 0.47% +5469 +1.33%
53 Vanguard Scottsdale Fds $22974217 0.46% +1319 +0.48%
54 Regions Financial Corp New $22845896 0.46% NEW BUY
55 Ishares Tr $21900203 0.44% +12900 +4.59%
56 Oracle Corp $21198996 0.43% -830 -0.76%
57 Starbucks Corp $19416636 0.39% -5533 -2.34%
58 S&P Global Inc $16603207 0.33% +1499 +4.95%
59 Profrac Hldg Corp $15217886 0.31% -292742 -6.96%
60 Avalonbay Cmntys Inc $14239181 0.29% +32710 +71.38%
61 Abbott Labs $14076457 0.28% -786 -0.69%
62 Unitedhealth Group Inc $13385300 0.27% -5594 -12.12%
63 Realty Income Corp $11383414 0.23% +7927 +4.09%
64 United Therapeutics Corp Del $10248817 0.21% +55 +0.26%
65 Pfizer Inc $9258343 0.19% -54776 -12.84%
66 Alphabet Inc $7680883 0.15% -87 -0.35%
67 Ishares Tr $7280707 0.15% +45 +0.06%
68 Ishares Tr $7143239 0.14% -1660 -13.73%
69 Palo Alto Networks Inc $6711695 0.14% -9509 -20.70%
70 Intuitive Surgical Inc $6357391 0.13% +4738 +73.04%
71 Uber Technologies Inc $6048991 0.12% +508 +0.69%
72 Exxon Mobil Corp $5832158 0.12% -14025 -22.44%
73 Ishares Tr $5780104 0.12% -5 -0.03%
74 Spdr S&P 500 Etf Tr $5564467 0.11% -724 -8.15%
75 Neurocrine Biosciences Inc $5368691 0.11% +9427 +33.16%
76 Vanguard Intl Equity Index F $5331081 0.11% +2274 +6.40%
77 Booking Holdings Inc $5098274 0.10% +61 +6.85%
78 Flotek Inds Inc Del $4996700 0.10% Held
79 Alexandria Real Estate Eq In $4877409 0.10% -593942 -85.63%
80 Tesla Inc $4848881 0.10% +368 +3.53%
81 Phillips 66 $3721772 0.07% -8179 -22.09%
82 Ishares Tr $3075903 0.06% -11487 -25.04%
83 Kimbell Rty Partners Lp $2787320 0.06% +9095 +3.99%
84 Main Str Cap Corp $2474661 0.05% +1127 +2.83%
85 Ishares Tr $2401441 0.05% Held
86 Ge Aerospace $2341336 0.05% +6414 +540.35%
87 Kla Corp $2273415 0.05% -70 -3.61%
88 Ishares Tr $2203852 0.04% Held
89 Lam Research Corp $1231982 0.02% -28656 -79.93%
90 Mckesson Corp $1211568 0.02% Held
91 Renaissancere Hldgs Ltd $1162034 0.02% -157 -3.66%
92 Visa Inc $1152082 0.02% -70 -2.09%
93 Caterpillar Inc $1145740 0.02% -399 -16.63%
94 Prosperity Bancshares Inc $1145291 0.02% -1025 -5.82%
95 Berkshire Hathaway Inc Del $1098290 0.02% -6 -0.27%
96 American Intl Group Inc $1093671 0.02% -714 -5.29%
97 Rtx Corporation $1060419 0.02% +245 +4.42%
98 Abbvie Inc $1059508 0.02% -276 -5.62%
99 Aon Plc $1050877 0.02% -252 -7.80%
100 Chemed Corp New $987929 0.02% -21 -0.90%
101 Invesco Qqq Tr $976139 0.02% +321 +25.32%
102 Trane Technologies Plc $967551 0.02% -14 -0.56%
103 Eli Lilly & Co $963988 0.02% -165 -15.54%
104 Dominion Energy Inc $959997 0.02% -153 -0.93%
105 First Horizon Corporation $950957 0.02% -3112 -7.25%
106 Southern Mo Bancorp Inc $909679 0.02% Held
107 Gilead Sciences Inc $909381 0.02% -37 -0.50%
108 Newmont Corp $853218 0.02% -411 -4.59%
109 Republic Svcs Inc $848568 0.02% -27 -0.67%
110 Marriott Intl Inc New $819964 0.02% Held
111 Ishares Tr $817140 0.02% Held
112 Schwab Strategic Tr $784992 0.02% -3375 -10.37%
113 Thermo Fisher Scientific Inc $739378 0.01% -3 -0.23%
114 At&T Inc $716808 0.01% -9250 -24.27%
115 Colgate Palmolive Co $707308 0.01% -66 -0.73%
116 Te Connectivity Plc $704143 0.01% -347 -10.08%
117 3m Co $661693 0.01% Held
118 Marathon Pete Corp $642551 0.01% -310 -7.28%
119 Vanguard Scottsdale Fds $615203 0.01% Held
120 Las Vegas Sands Corp $605142 0.01% -3604 -27.94%
121 Capital One Finl Corp $596448 0.01% -5329 -68.41%
122 Spdr Series Trust $594427 0.01% +965 +17.42%
123 Netflix Inc $573811 0.01% +5544 +962.50%
124 Ishares Tr $570327 0.01% +93 +8.36%
125 Ferguson Enterprises Inc $569710 0.01% -7781 -75.25%
126 Vanguard Index Fds $556548 0.01% Held
127 Csx Corp $555531 0.01% +6965 +83.31%
128 Ridenow Group Inc $553871 0.01% Held
129 Plains Gp Hldgs L P $550600 0.01% NEW BUY
130 Cummins Inc $545671 0.01% -5 -0.47%
131 Deere & Co $525163 0.01% -101 -8.22%
132 Ge Vernova Inc $523510 0.01% -2580 -76.31%
133 Msc Income Fund Inc $505036 0.01% NEW BUY
134 Ishares Inc $488918 0.01% -2608 -27.94%
135 Verizon Communications Inc $483791 0.01% -318 -2.61%
136 Valero Energy Corp $480231 0.01% -25 -0.84%
137 Costco Whsl Corp New $465664 0.01% -18 -3.23%
138 Vanguard Index Fds $461215 0.01% +200 +12.59%
139 Lowes Cos Inc $450487 0.01% -53 -2.76%
140 Constellation Energy Corp $437348 0.01% -150 -10.81%
141 Norfolk Southn Corp $433657 0.01% +446 +42.23%
142 Procter And Gamble Co $429070 0.01% -800 -21.09%
143 Royal Caribbean Group $419775 0.01% -144 -8.73%
144 Tri Contl Corp $415435 0.01% Held
145 Veeva Sys Inc $414315 0.01% -6239 -77.07%
146 Vanguard Scottsdale Fds $411360 0.01% NEW BUY
147 Vanguard World Fd $410056 0.01% Held
148 Ametek Inc $409183 0.01% -320 -13.83%
149 Salesforce Inc $406107 0.01% -7768 -83.52%
150 General Dynamics Corp $399615 0.01% -9 -0.75%
151 Spdr S&P Midcap 400 Etf Tr $394545 0.01% Held
152 Vanguard World Fd $393370 0.01% Held
153 Ishares Tr $374640 0.01% Held
154 Slb Limited $374320 0.01% -2610 -21.11%
155 Veralto Corp $369984 0.01% -18 -0.48%
156 Freeport-Mcmoran Inc $368939 0.01% -2608 -26.42%
157 Advanced Micro Devices Inc $359360 0.01% -12 -0.71%
158 Assurant Inc $352845 0.01% -571 -28.05%
159 Taiwan Semiconductor Mfg Ltd $335495 0.01% -8017 -87.90%
160 Cava Group Inc $331775 0.01% -20872 -78.69%
161 Fortinet Inc $331219 0.01% -41 -0.97%
162 Northrop Grumman Corp $322169 0.01% -10 -1.74%
163 Texas Instrs Inc $318528 0.01% -331 -15.27%
164 Spdr Gold Tr $317444 0.01% Held
165 Automatic Data Processing In $307904 0.01% -20 -1.64%
166 Ferrari N V $306365 0.01% -52 -5.90%
167 Applied Matls Inc $306332 0.01% -180 -13.12%
168 Southern Co $305985 0.01% +422 +13.67%
169 Diamondback Energy Inc $304719 0.01% -272 -11.83%
170 Crh Plc $301891 0.01% -725 -23.06%
171 Aflac Inc $300706 0.01% -35 -1.27%
172 Spdr Series Trust $297660 0.01% NEW BUY
173 Philip Morris Intl Inc $294815 0.01% -427 -18.85%
174 Nucor Corp $294087 0.01% -25 -1.37%
175 Cme Group Inc $291649 0.01% -254 -19.21%
176 Illinois Tool Wks Inc $290634 0.01% Held
177 Qualcomm Inc $280009 0.01% -34 -2.03%
178 Duke Energy Corp New $278725 0.01% Held
179 Entergy Corp New $277752 0.01% -41 -1.35%
180 Disney Walt Co $277030 0.01% NEW BUY
181 Camden Ppty Tr $276301 0.01% -61 -2.37%
182 Seagate Technology Hldngs Pl $275390 0.01% Held
183 Cooper Cos Inc $274074 0.01% -76 -2.22%
184 Vistra Corp $271196 0.01% +180 +11.99%
185 Crowdstrike Hldgs Inc $270943 0.01% -20 -3.34%
186 Fedex Corp $268639 0.01% -143 -13.33%
187 Danaher Corporation $267379 0.01% -12131 -91.22%
188 Select Sector Spdr Tr $266806 0.01% +195 +12.79%
189 Strategy Inc $266520 0.01% Held
190 Hewlett Packard Enterprise C $266190 0.01% +502 +4.74%
191 Select Sector Spdr Tr $265415 0.01% Held
192 Select Sector Spdr Tr $261302 0.01% Held
193 Vanguard Index Fds $256264 0.01% +111 +14.38%
194 Ishares Tr $255191 0.01% -495 -27.92%
195 United Parcel Service Inc $246487 0.00% +22 +0.89%
196 Novo-Nordisk A S $242901 0.00% NEW BUY
197 Goldman Sachs Group Inc $242604 0.00% -80 -22.47%
198 Target Corp $240465 0.00% Held
199 Schwab Charles Corp $232890 0.00% -1401 -37.54%
200 Corning Inc $220213 0.00% -157 -5.88%
201 Ishares Gold Tr $216326 0.00% NEW BUY
202 Block Inc $214081 0.00% -1275 -27.94%
203 Morgan Stanley $213214 0.00% -221 -15.54%
204 Invesco Exch Traded Fd Tr Ii $212974 0.00% Held
205 San Juan Basin Rty Tr $210750 0.00% Held
206 Etfs Gold Tr $209508 0.00% NEW BUY
207 Rocket Lab Corp $209280 0.00% NEW BUY
208 Vanguard World Fd $208979 0.00% NEW BUY
209 Illumina Inc $206577 0.00% -881 -35.87%
210 Hubbell Inc $203846 0.00% -2214 -82.83%
211 Permian Basin Rty Tr $203760 0.00% Held
212 Angel Oak Funds Trust $151997 0.00% Held

Closed last quarter

Comcast Corp New Aes Corp Talen Energy Corp Martin Marietta Matls Inc Stifel Finl Corp Costar Group Inc Fair Isaac Corp Ati Inc Intuit Markel Group Inc Sps Comm Inc Berkshire Hathaway Inc Del Builders Firstsource Inc International Business Machs International Paper Co Ingersoll Rand Inc Bristol-Myers Squibb Co Chart Inds Inc Ishares Gold Tr Ishares Tr Vanguard Specialized Funds Emcor Group Inc Labcorp Holdings Inc Hubspot Inc Totalenergies Se Invitation Homes Inc Carlisle Cos Inc Cvs Health Corp Adobe Inc Curtiss Wright Corp Air Prods & Chems Inc Centerpoint Energy Inc Autozone Inc

Holdings disclosed quarterly to the SEC on Form 13-F and may be up to 45 days old. Values as reported. For research only — not investment advice.