Funds › First Financial Bankshares, Inc.
First Financial Bankshares, Inc.
13F for Q3 2026, filed Nov 10, 2026. 230 positions worth $5.6B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 10, 2026
Reported value
$5.6B
+$223.8M (4.2%) vs Q2 2026
Positions
230
210 in Q2 2026
Top 10 share
38.9%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corporation | 724,887 | $371.8M | 6.7% | +0.3% | 13F ↗ |
| 2 | AAPL Apple Inc. | 745,588 | $248.3M | 4.5% | +1.2% | 13F ↗ |
| 3 | AVGO Broadcom Inc. | 698,872 | $245.4M | 4.4% | +1.1% | 13F ↗ |
| 4 | GOOGL Alphabet Inc. Class A | 656,085 | $225.7M | 4.1% | +2.3% | 13F ↗ |
| 5 | JPM JPMorgan Chase & Co. | 673,287 | $222.7M | 4.0% | -0.2% | 13F ↗ |
| 6 | iShares Tr Core S&P Mcp Etf | 2.97M | $213.8M | 3.8% | +1.5% | 13F ↗ |
| 7 | Vanguard Bd Index Fds Total Bnd Mrkt | 2.68M | $187.9M | 3.4% | +3.3% | 13F ↗ |
| 8 | JNJ Johnson & Johnson | 641,717 | $169.9M | 3.1% | +0.4% | 13F ↗ |
| 9 | Vanguard Tax-Managed Fds | 2.09M | $147.9M | 2.7% | -0.6% | 13F ↗ |
| 10 | CVX Chevron Corporation | 646,079 | $131.9M | 2.4% | Unchanged | 13F ↗ |
| 11 | NVDA NVIDIA Corporation | 535,442 | $122.3M | 2.2% | +3.1% | 13F ↗ |
| 12 | MU Micron Technology, Inc. | 113,130 | $120.5M | 2.2% | +0.3% | 13F ↗ |
| 13 | MRK Merck & Company, Inc. | 756,803 | $110.0M | 2.0% | +0.5% | 13F ↗ |
| 14 | META Meta Platforms, Inc. | 149,816 | $108.6M | 2.0% | +1.2% | 13F ↗ |
| 15 | AMZN Amazon.com, Inc. | 396,096 | $98.7M | 1.8% | -0.9% | 13F ↗ |
| 16 | WMB Williams Companies, Inc. | 1.42M | $96.4M | 1.7% | -1.2% | 13F ↗ |
| 17 | BAC Bank of America Corporation | 1.75M | $95.3M | 1.7% | -0.2% | 13F ↗ |
| 18 | KO Coca-Cola Company | 1.09M | $93.9M | 1.7% | -0.5% | 13F ↗ |
| 19 | ETN Eaton Corporation, PLC | 210,438 | $90.4M | 1.6% | -0.2% | 13F ↗ |
| 20 | CSCO Cisco Systems, Inc. | 823,286 | $88.6M | 1.6% | -20.5% | 13F ↗ |
| 21 | Vanguard Scottsdale Fds Shrt Trm Corp Bd | 1.13M | $87.3M | 1.6% | +4.8% | 13F ↗ |
| 22 | BX Blackstone Inc. | 773,959 | $86.8M | 1.6% | -0.7% | 13F ↗ |
| 23 | NEE NextEra Energy, Inc. | 1.12M | $85.0M | 1.5% | +11.0% | 13F ↗ |
| 24 | MCD McDonald's Corporation | 362,429 | $83.7M | 1.5% | -0.1% | 13F ↗ |
| 25 | C Citigroup, Inc. | 637,236 | $82.5M | 1.5% | +0.6% | 13F ↗ |
| 26 | Vanguard Scottsdale Fds Short Term Treas | 1.42M | $81.6M | 1.5% | +4.5% | 13F ↗ |
| 27 | AEP American Electric Power Company, Inc. | 660,807 | $78.4M | 1.4% | +0.5% | 13F ↗ |
| 28 | AMT American Tower Corporation | 451,145 | $73.8M | 1.3% | +12.9% | 13F ↗ |
| 29 | BLK BlackRock, Inc. | 69,096 | $73.1M | 1.3% | -0.7% | 13F ↗ |
| 30 | PEP PepsiCo, Inc. | 572,713 | $72.6M | 1.3% | +1.1% | 13F ↗ |
| 31 | MDT Medtronic plc. | 753,446 | $65.0M | 1.2% | +0.1% | 13F ↗ |
| 32 | COP ConocoPhillips | 476,574 | $59.6M | 1.1% | -1.4% | 13F ↗ |
| 33 | NOW ServiceNow, Inc. | 431,780 | $57.9M | 1.0% | -10.2% | 13F ↗ |
| 34 | Vanguard International Equity Index F Ftse Emr Mkt Etf | 968,985 | $57.5M | 1.0% | -0.1% | 13F ↗ |
| 35 | LMT Lockheed Martin Corporation | 109,923 | $56.0M | 1.0% | -1.2% | 13F ↗ |
| 36 | SEIC SEI Investments Company | 537,395 | $55.2M | 1.0% | -2.8% | 13F ↗ |
| 37 | MDLZ Mondelez International, Inc. | 857,166 | $49.6M | 0.9% | +0.8% | 13F ↗ |
| 38 | AMGN Amgen Inc. | 115,119 | $48.5M | 0.9% | -48.8% | 13F ↗ |
| 39 | LHX L3Harris Technologies, Inc. | 204,388 | $48.4M | 0.9% | +19.5% | 13F ↗ |
| 40 | iShares Tr Core S&P Scp Etf | 349,279 | $47.5M | 0.9% | -0.4% | 13F ↗ |
| 41 | SNDK Sandisk Corporation | 23,219 | $40.4M | 0.7% | New | 13F ↗ |
| 42 | HON Honeywell International Inc. | 191,095 | $40.3M | 0.7% | New | 13F ↗ |
| 43 | UNP Union Pacific Corporation | 147,847 | $40.2M | 0.7% | +0.9% | 13F ↗ |
| 44 | HD Home Depot, Inc. | 136,041 | $38.7M | 0.7% | +2.5% | 13F ↗ |
| 45 | NI NiSource Inc | 992,054 | $38.7M | 0.7% | Unchanged | 13F ↗ |
| 46 | MA Mastercard Incorporated | 69,945 | $38.6M | 0.7% | +0.2% | 13F ↗ |
| 47 | RF Regions Financial Corporation | 1.42M | $38.1M | 0.7% | -0.3% | 13F ↗ |
| 48 | BRK-B Berkshire Hathaway Inc. Class B | 73,462 | $36.6M | 0.7% | +1.8% | 13F ↗ |
| 49 | NVS Novartis AG · ADR | 237,542 | $33.9M | 0.6% | +1.4% | 13F ↗ |
| 50 | Spdr Series Trust St Str Sp Regbnk | 485,191 | $33.7M | 0.6% | +0.8% | 13F ↗ |
Showing the top 50 of 230 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
39 new, 79 added to, 71 trimmed, 19 exited, 41 unchanged. By estimated dollars.
New positions (39)
| SNDK Sandisk Corporation | 23,219 | New | $40.4M |
| HON Honeywell International Inc. | 191,095 | New | $40.3M |
| SAP Sap SE · ADR | 156,255 | New | $32.6M |
| XYL Xylem Inc. | 259,544 | New | $26.3M |
| HONA Honeywell Aerospace Inc. | 55,972 | New | $8.7M |
| MKSI MKS Inc. | 19,685 | New | $5.2M |
| Select Sector Spdr Tr St Str Techn Etf | 8,820 | New | $1.7M |
| NEM Newmont Corporation | 10,639 | New | $1.2M |
| IRM Iron Mountain Incorporated | 9,200 | New | $1.0M |
| KEX Kirby Corporation | 7,000 | New | $918.8K |
Added to (79)
| AMT American Tower Corporation | 451,145 | +12.9% | $8.4M |
| NEE NextEra Energy, Inc. | 1.12M | +11.0% | $8.4M |
| LHX L3Harris Technologies, Inc. | 204,388 | +19.5% | $7.9M |
| Vanguard Bd Index Fds Total Bnd Mrkt | 2.68M | +3.3% | $6.0M |
| GOOGL Alphabet Inc. Class A | 656,085 | +2.3% | $5.0M |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd | 1.13M | +4.8% | $4.0M |
| NVDA NVIDIA Corporation | 535,442 | +3.1% | $3.7M |
| Vanguard Scottsdale Fds Short Term Treas | 1.42M | +4.5% | $3.5M |
| iShares Tr Core S&P Mcp Etf | 2.97M | +1.5% | $3.2M |
| AAPL Apple Inc. | 745,588 | +1.2% | $3.0M |
Trimmed (71)
| AMGN Amgen Inc. | 115,119 | -48.8% | -$46.2M |
| CSCO Cisco Systems, Inc. | 823,286 | -20.5% | -$22.8M |
| PFE Pfizer, Inc. | 25,695 | -94.1% | -$11.8M |
| NOW ServiceNow, Inc. | 431,780 | -10.2% | -$6.6M |
| SEIC SEI Investments Company | 537,395 | -2.8% | -$1.6M |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 5,973 | -24.2% | -$1.5M |
| WMB Williams Companies, Inc. | 1.42M | -1.2% | -$1.2M |
| COP ConocoPhillips | 476,574 | -1.4% | -$859.3K |
| Vanguard Tax-Managed Fds | 2.09M | -0.6% | -$859.0K |
| AMZN Amazon.com, Inc. | 396,096 | -0.9% | -$851.3K |
Exited (19)
| Exxon Mobil Corp | 49,094 | Exited | -$6.7M |
| ARE Alexandria Real Estate Equities, Inc. | 119,710 | Exited | -$6.3M |
| RDNW RideNow Group, Inc. | 100,339 | Exited | -$668.3K |
| CRWD CrowdStrike Holdings, Inc. | 2,304 | Exited | -$439.6K |
| PBT Permian Basin Royalty Trust · Units | 12,000 | Exited | -$300.5K |
| DVN Devon Energy Corporation | 6,780 | Exited | -$280.1K |
| CAVA CAVA Group, Inc. | 3,207 | Exited | -$251.7K |
| CPT Camden Property Trust · Sh Ben Int | 2,135 | Exited | -$244.4K |
| CARR Carrier Global Corporation | 3,200 | Exited | -$234.7K |
| COO The Cooper Companies, Inc. | 3,272 | Exited | -$234.6K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 10, 2026 | 13F-HR | 230 | $5.6B | Current | SEC ↗ |
| Q2 2026 | Aug 11, 2026 | 13F-HR | 210 | $5.3B | Current | SEC ↗ |
| Q1 2026 | May 11, 2026 | 13F-HR | 201 | $5.0B | Current | SEC ↗ |
| Q4 2025 | Feb 12, 2026 | 13F-HR | 212 | $5.0B | Current | SEC ↗ |
| Q3 2025 | Nov 10, 2025 | 13F-HR | 234 | $4.9B | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 205 | $4.5B | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 172 | $4.6B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer