Filed: 5/11/2026ACC: 0001193125-26-215873
📋 What this filing means
FIRST FINANCIAL BANKSHARES INC filed this quarterly 13F‑HR report disclosing 201 equity positions with a total reported market value of $4.95B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
201
Positions
$4.95B
Total AUM (reported)
45.77M
Total Shares
Allocation by class
COM$3.24B65.5%
TOTAL BND MRKT$195.54M3.9%
CORE S&P MCP ETF$193.49M3.9%
CAP STK CL A$182.56M3.7%
CL A$170.87M3.5%
SHS$138.12M2.8%
VAN FTSE DEV MKT$134.50M2.7%
Portfolio Concentration
Top 3$672.21M13.6%
4–10$1.18B23.8%
11–25$1.31B26.5%
Rest$1.79B36.1%
Top 3 weight
13.6%
Top 10 weight
37.4%
Voting Authority Distribution
Total shares with voting rights: 45.77M
Sole
Full voting authority
45.42M
shares
% of voting shares99.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
354.24K
shares
% of voting shares0.8%
Investment Discretion (by position count)
Sole0
Shared0
Other201
Dominant voting typeSole · 99.2% of voting shares
Institutional Holdings201
Rows:
MICROSOFT CORP
DFNDShares694.84K
TypeSH
Market value$257.21M
5.19%
Sole
690.09K
Shared
0.00
None
4.75K
BROADCOM INC
DFNDShares700.96K
TypeSH
Market value$216.95M
4.38%
Sole
695.41K
Shared
0.00
None
5.55K
JPMORGAN CHASE & CO
DFNDShares673.28K
TypeSH
Market value$198.05M
4.00%
Sole
670.40K
Shared
0.00
None
2.88K
VANGUARD BD INDEX FDS
DFNDShares2.66M
TypeSH
Market value$195.54M
3.95%
Sole
2.62M
Shared
0.00
None
38.56K
ISHARES TR
DFNDShares2.87M
TypeSH
Market value$193.49M
3.91%
Sole
2.83M
Shared
0.00
None
40.09K
APPLE INC
DFNDShares734.09K
TypeSH
Market value$186.30M
3.76%
Sole
728.31K
Shared
0.00
None
5.78K
ALPHABET INC
DFNDShares634.84K
TypeSH
Market value$182.56M
3.69%
Sole
628.31K
Shared
0.00
None
6.53K
JOHNSON & JOHNSON
DFNDShares629.38K
TypeSH
Market value$153.84M
3.11%
Sole
626.62K
Shared
0.00
None
2.76K
VANGUARD TAX-MANAGED FDS
DFNDShares2.10M
TypeSH
Market value$134.50M
2.72%
Sole
2.09M
Shared
0.00
None
10.62K
CHEVRON CORPORATION
DFNDShares640.27K
TypeSH
Market value$132.47M
2.68%
Sole
637.50K
Shared
0.00
None
2.77K
WILLIAMS COS INC
DFNDShares1.43M
TypeSH
Market value$104.26M
2.11%
Sole
1.43M
Shared
0.00
None
5.60K
MCDONALDS CORP
DFNDShares319.63K
TypeSH
Market value$99.34M
2.01%
Sole
318.38K
Shared
0.00
None
1.25K
NEXTERA ENERGY INC
DFNDShares996K
TypeSH
Market value$92.51M
1.87%
Sole
991.73K
Shared
0.00
None
4.27K
BLACKSTONE INC
DFNDShares780.21K
TypeSH
Market value$89.72M
1.81%
Sole
774.58K
Shared
0.00
None
5.63K
MERCK & CO INC
DFNDShares743.60K
TypeSH
Market value$89.45M
1.81%
Sole
740.15K
Shared
0.00
None
3.45K
NVIDIA CORPORATION
DFNDShares499.85K
TypeSH
Market value$87.17M
1.76%
Sole
492.65K
Shared
0.00
None
7.20K
PEPSICO INC
DFNDShares554.76K
TypeSH
Market value$86.15M
1.74%
Sole
552.50K
Shared
0.00
None
2.25K
AMERICAN ELEC PWR CO INC
DFNDShares652.13K
TypeSH
Market value$85.48M
1.73%
Sole
649.63K
Shared
0.00
None
2.50K
BANK AMERICA CORP
DFNDShares1.75M
TypeSH
Market value$85.10M
1.72%
Sole
1.74M
Shared
0.00
None
6.39K
VANGUARD SCOTTSDALE FDS
DFNDShares1.05M
TypeSH
Market value$83.27M
1.68%
Sole
1.03M
Shared
0.00
None
16.47K
COCA COLA CO
DFNDShares1.09M
TypeSH
Market value$82.53M
1.67%
Sole
1.08M
Shared
0.00
None
4.50K
META PLATFORMS INC
DFNDShares144.11K
TypeSH
Market value$82.45M
1.67%
Sole
142.15K
Shared
0.00
None
1.97K
HONEYWELL INTL INC
DFNDShares363.95K
TypeSH
Market value$82.26M
1.66%
Sole
362.39K
Shared
0.00
None
1.56K
CISCO SYS INC
DFNDShares1.06M
TypeSH
Market value$82.07M
1.66%
Sole
1.05M
Shared
0.00
None
4.95K
AMAZON COM INC
DFNDShares393.68K
TypeSH
Market value$81.99M
1.66%
Sole
388.01K
Shared
0.00
None
5.66K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 694.84K | SH | $257.21M 5.19% | 690.09K | 0.00 | 4.75K |
BROADCOM INCDFND | COM | 700.96K | SH | $216.95M 4.38% | 695.41K | 0.00 | 5.55K |
JPMORGAN CHASE & CODFND | COM | 673.28K | SH | $198.05M 4.00% | 670.40K | 0.00 | 2.88K |
VANGUARD BD INDEX FDSDFND | TOTAL BND MRKT | 2.66M | SH | $195.54M 3.95% | 2.62M | 0.00 | 38.56K |
ISHARES TRDFND | CORE S&P MCP ETF | 2.87M | SH | $193.49M 3.91% | 2.83M | 0.00 | 40.09K |
APPLE INCDFND | COM | 734.09K | SH | $186.30M 3.76% | 728.31K | 0.00 | 5.78K |
ALPHABET INCDFND | CAP STK CL A | 634.84K | SH | $182.56M 3.69% | 628.31K | 0.00 | 6.53K |
JOHNSON & JOHNSONDFND | COM | 629.38K | SH | $153.84M 3.11% | 626.62K | 0.00 | 2.76K |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 2.10M | SH | $134.50M 2.72% | 2.09M | 0.00 | 10.62K |
CHEVRON CORPORATIONDFND | COM | 640.27K | SH | $132.47M 2.68% | 637.50K | 0.00 | 2.77K |
WILLIAMS COS INCDFND | COM | 1.43M | SH | $104.26M 2.11% | 1.43M | 0.00 | 5.60K |
MCDONALDS CORPDFND | COM | 319.63K | SH | $99.34M 2.01% | 318.38K | 0.00 | 1.25K |
NEXTERA ENERGY INCDFND | COM | 996K | SH | $92.51M 1.87% | 991.73K | 0.00 | 4.27K |
BLACKSTONE INCDFND | COM | 780.21K | SH | $89.72M 1.81% | 774.58K | 0.00 | 5.63K |
MERCK & CO INCDFND | COM | 743.60K | SH | $89.45M 1.81% | 740.15K | 0.00 | 3.45K |
NVIDIA CORPORATIONDFND | COM | 499.85K | SH | $87.17M 1.76% | 492.65K | 0.00 | 7.20K |
PEPSICO INCDFND | COM | 554.76K | SH | $86.15M 1.74% | 552.50K | 0.00 | 2.25K |
AMERICAN ELEC PWR CO INCDFND | COM | 652.13K | SH | $85.48M 1.73% | 649.63K | 0.00 | 2.50K |
BANK AMERICA CORPDFND | COM | 1.75M | SH | $85.10M 1.72% | 1.74M | 0.00 | 6.39K |
VANGUARD SCOTTSDALE FDSDFND | SHRT TRM CORP BD | 1.05M | SH | $83.27M 1.68% | 1.03M | 0.00 | 16.47K |
COCA COLA CODFND | COM | 1.09M | SH | $82.53M 1.67% | 1.08M | 0.00 | 4.50K |
META PLATFORMS INCDFND | CL A | 144.11K | SH | $82.45M 1.67% | 142.15K | 0.00 | 1.97K |
HONEYWELL INTL INCDFND | COM | 363.95K | SH | $82.26M 1.66% | 362.39K | 0.00 | 1.56K |
CISCO SYS INCDFND | COM | 1.06M | SH | $82.07M 1.66% | 1.05M | 0.00 | 4.95K |
AMAZON COM INCDFND | COM | 393.68K | SH | $81.99M 1.66% | 388.01K | 0.00 | 5.66K |
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