Filed: 8/11/2026ACC: 0001193125-26-343506
📋 What this filing means
FIRST FINANCIAL BANKSHARES INC filed this quarterly 13F‑HR report disclosing 210 equity positions with a total reported market value of $5.34B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
210
Positions
$5.34B
Total AUM (reported)
46.40M
Total Shares
Allocation by class
COM$3.44B64.4%
CAP STK CL A$229.26M4.3%
CORE S&P MCP ETF$225.73M4.2%
TOTAL BND MRKT$190.38M3.6%
CL A$178.67M3.3%
VAN FTSE DEV MKT$150.10M2.8%
SHS$149.55M2.8%
Portfolio Concentration
Top 3$759.91M14.2%
4–10$1.29B24.2%
11–25$1.45B27.2%
Rest$1.84B34.4%
Top 3 weight
14.2%
Top 10 weight
38.4%
Voting Authority Distribution
Total shares with voting rights: 46.40M
Sole
Full voting authority
46.40M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other210
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings210
Rows:
MICROSOFT CORP
DFNDShares722.47K
TypeSH
Market value$269.50M
5.04%
Sole
722.47K
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares691.32K
TypeSH
Market value$261.15M
4.89%
Sole
691.32K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares641.52K
TypeSH
Market value$229.26M
4.29%
Sole
641.52K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares2.93M
TypeSH
Market value$225.73M
4.22%
Sole
2.93M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares674.68K
TypeSH
Market value$220.84M
4.13%
Sole
674.68K
Shared
0.00
None
0.00
APPLE INC
DFNDShares736.56K
TypeSH
Market value$213.13M
3.99%
Sole
736.56K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
DFNDShares2.59M
TypeSH
Market value$190.38M
3.56%
Sole
2.59M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
DFNDShares638.88K
TypeSH
Market value$162.26M
3.04%
Sole
638.88K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
DFNDShares2.11M
TypeSH
Market value$150.10M
2.81%
Sole
2.11M
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
DFNDShares112.80K
TypeSH
Market value$130.20M
2.44%
Sole
112.80K
Shared
0.00
None
0.00
CISCO SYS INC
DFNDShares1.04M
TypeSH
Market value$121.58M
2.28%
Sole
1.04M
Shared
0.00
None
0.00
CHEVRON CORPORATION
DFNDShares646.29K
TypeSH
Market value$107.13M
2.00%
Sole
646.29K
Shared
0.00
None
0.00
WILLIAMS COS INC
DFNDShares1.44M
TypeSH
Market value$106.74M
2.00%
Sole
1.44M
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares519.19K
TypeSH
Market value$103.89M
1.94%
Sole
519.19K
Shared
0.00
None
0.00
BANK OF AMER CORP
DFNDShares1.75M
TypeSH
Market value$99.90M
1.87%
Sole
1.75M
Shared
0.00
None
0.00
MCDONALDS CORP
DFNDShares362.69K
TypeSH
Market value$98.04M
1.83%
Sole
362.69K
Shared
0.00
None
0.00
MERCK & CO INC
DFNDShares752.79K
TypeSH
Market value$96.73M
1.81%
Sole
752.79K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares399.51K
TypeSH
Market value$95.22M
1.78%
Sole
399.51K
Shared
0.00
None
0.00
BLACKSTONE INC
DFNDShares779.46K
TypeSH
Market value$91.72M
1.72%
Sole
779.46K
Shared
0.00
None
0.00
AMERICAN ELEC PWR CO INC
DFNDShares657.66K
TypeSH
Market value$89.97M
1.68%
Sole
657.66K
Shared
0.00
None
0.00
EATON CORP PLC
DFNDShares210.90K
TypeSH
Market value$89.87M
1.68%
Sole
210.90K
Shared
0.00
None
0.00
COCA COLA CO
DFNDShares1.10M
TypeSH
Market value$89.11M
1.67%
Sole
1.10M
Shared
0.00
None
0.00
NEXTERA ENERGY INC
DFNDShares1.01M
TypeSH
Market value$88.79M
1.66%
Sole
1.01M
Shared
0.00
None
0.00
CITIGROUP INC
DFNDShares633.58K
TypeSH
Market value$88.68M
1.66%
Sole
633.58K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
DFNDShares1.08M
TypeSH
Market value$85.18M
1.59%
Sole
1.08M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 722.47K | SH | $269.50M 5.04% | 722.47K | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 691.32K | SH | $261.15M 4.89% | 691.32K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 641.52K | SH | $229.26M 4.29% | 641.52K | 0.00 | 0.00 |
ISHARES TRDFND | CORE S&P MCP ETF | 2.93M | SH | $225.73M 4.22% | 2.93M | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 674.68K | SH | $220.84M 4.13% | 674.68K | 0.00 | 0.00 |
APPLE INCDFND | COM | 736.56K | SH | $213.13M 3.99% | 736.56K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSDFND | TOTAL BND MRKT | 2.59M | SH | $190.38M 3.56% | 2.59M | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 638.88K | SH | $162.26M 3.04% | 638.88K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 2.11M | SH | $150.10M 2.81% | 2.11M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCDFND | COM | 112.80K | SH | $130.20M 2.44% | 112.80K | 0.00 | 0.00 |
CISCO SYS INCDFND | COM | 1.04M | SH | $121.58M 2.28% | 1.04M | 0.00 | 0.00 |
CHEVRON CORPORATIONDFND | COM | 646.29K | SH | $107.13M 2.00% | 646.29K | 0.00 | 0.00 |
WILLIAMS COS INCDFND | COM | 1.44M | SH | $106.74M 2.00% | 1.44M | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 519.19K | SH | $103.89M 1.94% | 519.19K | 0.00 | 0.00 |
BANK OF AMER CORPDFND | COM | 1.75M | SH | $99.90M 1.87% | 1.75M | 0.00 | 0.00 |
MCDONALDS CORPDFND | COM | 362.69K | SH | $98.04M 1.83% | 362.69K | 0.00 | 0.00 |
MERCK & CO INCDFND | COM | 752.79K | SH | $96.73M 1.81% | 752.79K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 399.51K | SH | $95.22M 1.78% | 399.51K | 0.00 | 0.00 |
BLACKSTONE INCDFND | COM | 779.46K | SH | $91.72M 1.72% | 779.46K | 0.00 | 0.00 |
AMERICAN ELEC PWR CO INCDFND | COM | 657.66K | SH | $89.97M 1.68% | 657.66K | 0.00 | 0.00 |
EATON CORP PLCDFND | SHS | 210.90K | SH | $89.87M 1.68% | 210.90K | 0.00 | 0.00 |
COCA COLA CODFND | COM | 1.10M | SH | $89.11M 1.67% | 1.10M | 0.00 | 0.00 |
NEXTERA ENERGY INCDFND | COM | 1.01M | SH | $88.79M 1.66% | 1.01M | 0.00 | 0.00 |
CITIGROUP INCDFND | COM NEW | 633.58K | SH | $88.68M 1.66% | 633.58K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSDFND | SHRT TRM CORP BD | 1.08M | SH | $85.18M 1.59% | 1.08M | 0.00 | 0.00 |
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