First Financial Bankshares Inc
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), First Financial Bankshares Inc reported 210 stock positions worth $5.3 billion. Its top holding was Microsoft (MSFT) at 5.0% of the portfolio, followed by Broadcom (AVGO, 4.9%) and Alphabet Class A (GOOGL, 4.3%). Compared with Q1 2026, it opened 18 new positions, sold out of 9, added to 74 and reduced 67. The biggest buy was Alphabet Class A (GOOGL, shares +1%) and the biggest sale an exit from Honeywell International (HON).
- Most Recent 13F
- Q2 2026
- Location
- Abilene, TX
- CIK
- 0000036029
- Portfolio Value
- $5.3B (Q2 2026)
- SEC Filing
- 0001193125-26-343506 ↗ filed Aug 11, 2026
Holdings Value
Holdings 210 stocks · $5.3B
| MSFT Microsoft Corp. | 5.04% | 722,473 | $269.5M | Add +4.0% |
| AVGO Broadcom Inc. | 4.89% | 691,324 | $261.1M | Reduce -1.4% |
| GOOGL Alphabet Inc. Class A | 4.29% | 641,522 | $229.3M | Add +1.1% |
| IJH iShares Core S&P Midcap ETF | 4.22% | 2,927,410 | $225.7M | Add +2.2% |
| JPM JPMorgan Chase & Co. | 4.13% | 674,682 | $220.8M | Add +0.2% |
| AAPL Apple Inc. | 3.99% | 736,559 | $213.1M | Add +0.3% |
| BND Vanguard Total Bond Market | 3.56% | 2,593,332 | $190.4M | Reduce -2.3% |
| JNJ Johnson & Johnson | 3.04% | 638,883 | $162.3M | Add +1.5% |
| VEA Vanguard Ftse Developed ETF | 2.81% | 2,106,653 | $150.1M | Add +0.4% |
| MU Micron Technology Inc. | 2.44% | 112,800 | $130.2M | Reduce -22.2% |
| CSCO Cisco Systems Inc. | 2.28% | 1,035,061 | $121.6M | Reduce -2.1% |
| CVX Chevron Corp. | 2.00% | 646,295 | $107.1M | Add +0.9% |
| WMB Williams Cos Inc. | 2.00% | 1,435,873 | $106.7M | Add +0.2% |
| NVDA Nvidia Corp. | 1.94% | 519,194 | $103.9M | Add +3.9% |
| BAC Bank of America Corp. | 1.87% | 1,753,292 | $99.9M | Add +0.4% |
| MCD McDonald's Corp. | 1.83% | 362,689 | $98.0M | Add +13.5% |
| MRK Merck & Co. Inc. | 1.81% | 752,788 | $96.7M | Add +1.2% |
| AMZN Amazon.com Inc. | 1.78% | 399,513 | $95.2M | Add +1.5% |
| BX Blackstone Inc. | 1.72% | 779,459 | $91.7M | Reduce -0.1% |
| AEP American Electric Power | 1.68% | 657,656 | $90.0M | Add +0.8% |
| ETN Eaton Corp. PLC | 1.68% | 210,897 | $89.9M | Add +0.4% |
| KO The Coca-Cola Co. | 1.67% | 1,096,417 | $89.1M | Add +1.0% |
| NEE Nextera Energy Inc. | 1.66% | 1,011,628 | $88.8M | Add +1.6% |
| C Citigroup Inc. | 1.66% | 633,576 | $88.7M | Reduce -1.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.59% | 1,077,848 | $85.2M | Add +2.6% |
| META Meta Platforms Inc. Class A | 1.56% | 148,035 | $83.4M | Add +2.7% |
| AMGN Amgen Inc. | 1.52% | 224,652 | $81.4M | Add +1.1% |
| VGSH Vanguard Short-Term Treasury | 1.48% | 1,356,427 | $78.9M | Add +1.9% |
| PEP Pepsico Inc. | 1.44% | 566,395 | $76.7M | Add +2.1% |
| BLK BlackRock Inc. | 1.25% | 69,577 | $66.9M | Add +0.8% |
| AMT American Tower Corp. | 1.22% | 399,557 | $65.4M | Add +1.3% |
| MDT Medtronic PLC | 1.10% | 752,965 | $58.9M | Add +4.7% |
| VWO Vanguard Ftse Emerging Marke | 1.08% | 969,922 | $57.9M | Add +2.2% |
| LMT Lockheed Martin Corp. | 1.06% | 111,296 | $56.7M | Add +2.6% |
| IJR iShares Core S&P Small-Cap E | 0.97% | 350,599 | $52.0M | Add +52.4% |
| COP Conocophillips | 0.94% | 483,440 | $50.3M | Add +0.2% |
| LHX L3HARRIS Technologies Inc. | 0.93% | 170,997 | $49.7M | Add +1.4% |
| MDLZ Mondelez International Inc. Class A | 0.92% | 850,102 | $49.2M | Add +0.6% |
| SEIC Sei Investments Company | 0.91% | 552,780 | $48.5M | Reduce -0.3% |
| NOW ServiceNow Inc. | 0.89% | 480,661 | $47.7M | Add +14.4% |
| NI Nisource Inc. | 0.88% | 991,625 | $47.2M | Reduce -0.9% |
| HD Home Depot Inc. | 0.88% | 132,744 | $46.8M | Add +1.3% |
| RF Regions Financial Corp. | 0.80% | 1,422,410 | $43.0M | Add +0.6% |
| UNP Union Pacific Corp. | 0.75% | 146,588 | $39.9M | Add +0.7% |
| NVS Novartis AG-Sponsored ADR | 0.69% | 234,315 | $36.7M | Add +1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.68% | 72,169 | $36.1M | Add +51.3% |
| KRE SS SPDR S&P Regional Bank | 0.67% | 481,339 | $36.0M | Add +2.6% |
| MA Mastercard Inc. Class A | 0.67% | 69,788 | $35.8M | Add +3.2% |
| VMBS Vanguard Mortgage-Backed Sec | 0.61% | 697,422 | $32.6M | Reduce -25.8% |
| VNQ Vanguard Real Estate ETF | 0.55% | 302,072 | $29.1M | Add +1.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.52% | 608,395 | $27.6M | Reduce -32.6% |
| FSCC Fed Hermes Small Cap Core | 0.52% | 738,196 | $27.6M | New |
| IYT iShares US Transportation Et | 0.47% | 290,181 | $25.2M | Add +0.9% |
| SBUX Starbucks Corp. | 0.46% | 240,986 | $24.6M | Reduce -0.3% |
| VGLT Vanguard Long-Term Treasury | 0.45% | 433,138 | $23.9M | Add +3.0% |
| VCIT Vanguard Int-Term Corporate | 0.43% | 276,123 | $22.8M | Add +0.7% |
| ACDC Profrac Holding Corp. Class A | 0.42% | 3,855,952 | $22.4M | Reduce -0.9% |
| EHC Encompass Health Corp. | 0.40% | 213,673 | $21.6M | Add +2.9% |
| ORCL Oracle Corp. | 0.39% | 142,041 | $20.8M | Add +24.0% |
| WMT Walmart Inc. | 0.36% | 172,045 | $19.5M | Add +1.6% |
| UNH Unitedhealth Group Inc. | 0.36% | 46,399 | $19.3M | Reduce -0.9% |
| BKNG Booking Holdings Inc. | 0.34% | 102,035 | $18.2M | Add +3.8% |
| O Realty Income Corp. | 0.32% | 272,449 | $16.9M | Add +0.1% |
| VST Vistra Corp. | 0.27% | 91,815 | $14.6M | Add +5361.9% |
| UBER Uber Technologies Inc. | 0.27% | 197,680 | $14.3M | Add +108.3% |
| UTHR United Therapeutics Corp. | 0.22% | 21,220 | $11.5M | Add +2.5% |
| ABT Abbott Laboratories | 0.20% | 119,011 | $10.8M | Add +2.5% |
| PFE Pfizer Inc. | 0.20% | 438,847 | $10.6M | Add +1.2% |
| VOO Vanguard S&P 500 ETF | 0.16% | 12,811 | $8.8M | Add +0.1% |
| TEAM Atlassian Corp. Class A | 0.16% | 111,129 | $8.6M | Add +56.6% |
| PANW Palo Alto Networks Inc. | 0.15% | 24,043 | $8.2M | Reduce -36.9% |
| EFA iShares MSCI Eafe ETF | 0.15% | 77,525 | $8.1M | No change |
| IVV iShares Core S&P 500 ETF | 0.13% | 9,102 | $6.8M | Reduce -2.2% |
| XOM Exxon Mobil Corp. | 0.13% | 49,094 | $6.7M | Reduce -2.5% |
| NBIX Neurocrine Biosciences Inc. | 0.12% | 39,127 | $6.6M | Add +1.6% |
| ARE Alexandria Real Estate Equit | 0.12% | 119,710 | $6.3M | Add +2.5% |
| IWB iShares Russell 1000 ETF | 0.12% | 15,444 | $6.3M | No change |
| VT Vanguard Tot World STK ETF | 0.11% | 37,793 | $5.9M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.11% | 7,878 | $5.9M | No change |
| KLAC KLA Corp. | 0.10% | 17,210 | $5.2M | Reduce -7.9% |
| ISRG Intuitive Surgical Inc. | 0.09% | 11,671 | $4.6M | Add +2.1% |
| PSX Phillips 66 | 0.08% | 26,396 | $4.5M | Reduce -3.0% |
| GOOG Alphabet Inc. Class C | 0.07% | 11,112 | $3.9M | Add +0.6% |
| KRP Kimbell Royalty Partners LP | 0.07% | 266,314 | $3.9M | Reduce -1.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.06% | 32,419 | $3.1M | Reduce -5.7% |
| LRCX Lam Research Corp. | 0.06% | 7,059 | $3.1M | Reduce -0.8% |
| EEM iShares MSCI Emerging Market | 0.06% | 43,894 | $3.0M | No change |
| GE General Electric filed as GE AEROSPACE | 0.05% | 7,515 | $2.8M | Reduce -0.1% |
| MAIN Main Street Capital Corp. | 0.04% | 43,541 | $2.3M | No change |
| AGG iShares Core U.S. Aggregate | 0.04% | 22,065 | $2.2M | No change |
| SCHX Schwab US Large-Cap ETF | 0.04% | 69,888 | $2.1M | Add +127.8% |
| CAT Caterpillar Inc. | 0.04% | 1,915 | $2.0M | Reduce -0.7% |
| BMOP BNY Meln Munipl Opp ETF | 0.03% | 53,052 | $1.3M | New |
| PB Prosperity Bancshares Inc. | 0.02% | 16,123 | $1.2M | No change |
| SMBC Southern Missouri Bancorp | 0.02% | 15,387 | $1.2M | No change |
| TSLA Tesla Inc. | 0.02% | 2,762 | $1.2M | Reduce -75.0% |
| V Visa Inc. Class A | 0.02% | 3,280 | $1.1M | Reduce -0.3% |
| IWR iShares Russell Mid-Cap ETF | 0.02% | 10,196 | $1.1M | No change |
| MCK McKesson Corp. | 0.02% | 1,477 | $1.1M | No change |
| RTX RTX Corp. | 0.02% | 5,807 | $1.1M | Reduce -0.1% |
Portfolio Sells Q1 2026 → Q2 2026
| HON Honeywell International Inc. | Sold out | 0.00% | −1.66 |
| BND Vanguard Total Bond Market | Reduce -2.3% | 3.56% | −0.39 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -32.6% | 0.52% | −0.32 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -25.8% | 0.61% | −0.28 |
| SPGI S&P Global Inc. | Reduce -98.3% | 0.00% | −0.27 |
| BX Blackstone Inc. | Reduce -0.1% | 1.72% | −0.10 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -88.8% | 0.01% | −0.07 |
| ACDC Profrac Holding Corp. Class A | Reduce -0.9% | 0.42% | −0.07 |
| TSLA Tesla Inc. | Reduce -75.0% | 0.02% | −0.06 |
| NI Nisource Inc. | Reduce -0.9% | 0.88% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -2.5% | 0.13% | −0.05 |
| SOLS Solstice Adv Materials Inc. | Sold out | 0.00% | −0.04 |
| PSX Phillips 66 | Reduce -3.0% | 0.08% | −0.02 |
| TASEKO MINES LTD | Sold out | 0.00% | −0.01 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.01 |
| KRP Kimbell Royalty Partners LP | Reduce -1.4% | 0.07% | −0.01 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.00 |
| ET Energy Transfer LP | Reduce -25.3% | 0.01% | −0.00 |
| CME Cme Group Inc. | Sold out | 0.00% | −0.00 |
| SGOL Abrdn Physical Gold Shares | Sold out | 0.00% | −0.00 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.00 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -5.7% | 0.06% | −0.00 |
| NFLX Netflix Inc. | Reduce -0.3% | 0.01% | −0.00 |
| DE Deere & Co. | Reduce -29.1% | 0.01% | −0.00 |
| LVS Las Vegas Sands Corp. | Reduce -6.9% | 0.01% | −0.00 |
| LOW Lowe's Cos Inc. | Reduce -12.7% | 0.01% | −0.00 |
| RTX RTX Corp. | Reduce -0.1% | 0.02% | −0.00 |
| RSG Republic Services Inc. | Reduce -1.1% | 0.02% | −0.00 |
| DUK Duke Energy Corp. | Reduce -16.5% | 0.00% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -0.2% | 0.01% | −0.00 |
| CRM Salesforce Inc. | Reduce -6.8% | 0.00% | −0.00 |
| SLB SLB Ltd. | Reduce -0.3% | 0.01% | −0.00 |
| FDX FedEx Corp. | Reduce -1.0% | 0.01% | −0.00 |
| TEL Te Connectivity PLC | Reduce -5.7% | 0.01% | −0.00 |
| FERG Ferguson Enterprises Inc. | Reduce -2.5% | 0.01% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.4% | 0.01% | −0.00 |
| TY Tri-Continental Corp. | Reduce -11.4% | 0.01% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -4.0% | 0.01% | −0.00 |
| ITW Illinois Tool Works | Reduce -6.7% | 0.01% | −0.00 |
| ADP Automatic Data Processing | Reduce -12.1% | 0.00% | −0.00 |
| SCHW Schwab (charles) Corp. | Reduce -3.8% | 0.00% | −0.00 |
| COO The Cooper Cos Inc. | Reduce -2.1% | 0.00% | −0.00 |
| GD General Dynamics Corp. | Reduce -0.1% | 0.01% | −0.00 |
| MPC Marathon Petroleum Corp. | Reduce -2.4% | 0.01% | −0.00 |
| SO The Southern Co. | Reduce -0.2% | 0.00% | −0.00 |
| HUBB Hubbell Inc. | Reduce -6.8% | 0.00% | −0.00 |
| ABBV Abbvie Inc. | Reduce -7.7% | 0.02% | −0.00 |
| CPT Camden Property Trust | Reduce -7.3% | 0.00% | 0.00 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -17.1% | 0.00% | 0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| GOOGL Alphabet Inc. Class A | Add +1.1% | 4.29% | +0.60 |
| FSCC Fed Hermes Small Cap Core | New | 0.52% | +0.52 |
| IJR iShares Core S&P Small-Cap E | Add +52.4% | 0.97% | +0.40 |
| IJH iShares Core S&P Midcap ETF | Add +2.2% | 4.22% | +0.32 |
| VST Vistra Corp. | Add +5361.9% | 0.27% | +0.27 |
| AAPL Apple Inc. | Add +0.3% | 3.99% | +0.23 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +51.3% | 0.68% | +0.21 |
| NVDA Nvidia Corp. | Add +3.9% | 1.94% | +0.18 |
| ETN Eaton Corp. PLC | Add +0.4% | 1.68% | +0.16 |
| BAC Bank of America Corp. | Add +0.4% | 1.87% | +0.15 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 4.13% | +0.13 |
| UBER Uber Technologies Inc. | Add +108.3% | 0.27% | +0.13 |
| AMZN Amazon.com Inc. | Add +1.5% | 1.78% | +0.13 |
| VEA Vanguard Ftse Developed ETF | Add +0.4% | 2.81% | +0.09 |
| TEAM Atlassian Corp. Class A | Add +56.6% | 0.16% | +0.06 |
| RF Regions Financial Corp. | Add +0.6% | 0.80% | +0.06 |
| KRE SS SPDR S&P Regional Bank | Add +2.6% | 0.67% | +0.06 |
| ORCL Oracle Corp. | Add +24.0% | 0.39% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | Add +2.2% | 1.08% | +0.05 |
| IYT iShares US Transportation Et | Add +0.9% | 0.47% | +0.04 |
| UNP Union Pacific Corp. | Add +0.7% | 0.75% | +0.03 |
| BMOP BNY Meln Munipl Opp ETF | New | 0.03% | +0.03 |
| SCHX Schwab US Large-Cap ETF | Add +127.8% | 0.04% | +0.02 |
| NBIX Neurocrine Biosciences Inc. | Add +1.6% | 0.12% | +0.02 |
| IBM Intl Business Machines Corp. | New | 0.01% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +1.3% | 0.55% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +0.1% | 0.16% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +0.6% | 0.07% | +0.01 |
| ARE Alexandria Real Estate Equit | Add +2.5% | 0.12% | +0.01 |
| HOMB Home Bancshares Inc. | New | 0.01% | +0.01 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 0.01% | +0.01 |
| BKNG Booking Holdings Inc. | Add +3.8% | 0.34% | +0.01 |
| RKLB Rocket Lab Corp. | New | 0.01% | +0.01 |
| NOW ServiceNow Inc. | Add +14.4% | 0.89% | +0.01 |
| HD Home Depot Inc. | Add +1.3% | 0.88% | +0.01 |
| DVN Devon Energy Corp. | New | 0.01% | +0.01 |
| CARR Carrier Global Corp. | New | 0.00% | +0.00 |
| MS Morgan Stanley | New | 0.00% | +0.00 |
| KWR Quaker Chemical Corporation | New | 0.00% | +0.00 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.00% | +0.00 |
| IWM iShares Russell 2000 ETF | New | 0.00% | +0.00 |
| SCHB Schwab US Broad Market ETF | New | 0.00% | +0.00 |
| SCHD Schwab US DVD Equity ETF | New | 0.00% | +0.00 |
| VHT Vanguard Health Care ETF | New | 0.00% | +0.00 |
| MO Altria Group Inc. | New | 0.00% | +0.00 |
| XYZ Block Inc. | New | 0.00% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | New | 0.00% | +0.00 |
| MRK Merck & Co. Inc. | Add +1.2% | 1.81% | +0.00 |
| TXN Texas Instruments Inc. | Add +0.6% | 0.01% | +0.00 |
| CMI Cummins Inc. | Add +1.6% | 0.01% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 210 | $5.3B | MSFT, AVGO, GOOGL, IJH, JPM |
| Q1 2026 | 201 | $5.0B | MSFT, AVGO, JPM, BND, IJH |
| Q4 2025 | 212 | $5.0B | MSFT, AVGO, JPM, GOOGL, AAPL |
| Q3 2025 | 234 | $4.9B | MSFT, AVGO, JPM, BND, AAPL |
| Q2 2025 | 205 | $4.5B | MSFT, JPM, AVGO, BND, IJH |
| Q1 2025 | 172 | $4.6B | FFIN, MSFT, JPM, BND, AAPL |
| Q4 2024 | 170 | $4.6B | FFIN, MSFT, JPM, AAPL, BND |
| Q3 2024 | 181 | $4.8B | FFIN, MSFT, BND, AAPL, JPM |
| Q2 2024 | 176 | $4.4B | FFIN, MSFT, AAPL, JPM, BND |
| Q1 2024 | 193 | $4.4B | FFIN, MSFT, JPM, BND, IJH |