First Financial Bankshares Inc

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), First Financial Bankshares Inc reported 201 stock positions worth $5.0 billion. Its top holding was Microsoft (MSFT) at 5.2% of the portfolio, followed by Broadcom (AVGO, 4.4%) and JPMorgan Chase (JPM, 4.0%). Compared with Q4 2025, it opened 13 new positions, sold out of 24, added to 67 and reduced 82. The biggest buy was a new position in Sei Investments (SEIC) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −84%).

Most Recent 13F
Q2 2026
Location
Abilene, TX
CIK
0000036029
Portfolio Value
$5.0B (Q1 2026)
SEC Filing
0001193125-26-215873 ↗ filed May 11, 2026

Holdings Value

0$2.0B$4.0B$6.0B Q1 2024: $4.4B Q1 2024 Q2 2024: $4.4B Q2 2024 Q3 2024: $4.8B Q3 2024 Q4 2024: $4.6B Q4 2024 Q1 2025: $4.6B Q1 2025 Q2 2025: $4.5B Q2 2025 Q3 2025: $4.9B Q3 2025 Q4 2025: $5.0B Q4 2025 Q1 2026: $5.0B $5.0B Q1 2026 Q2 2026: $5.3B Q2 2026

Holdings 201 stocks · $5.0B
MSFT Microsoft Corp. 5.19% 694,837 $257.2M Add +10.0%
AVGO Broadcom Inc. 4.38% 700,962 $217.0M Add +1.1%
JPM JPMorgan Chase & Co. 4.00% 673,281 $198.1M Reduce -8.7%
BND Vanguard Total Bond Market 3.95% 2,655,286 $195.5M Add +0.4%
IJH iShares Core S&P Midcap ETF 3.91% 2,865,249 $193.5M Reduce -1.9%
AAPL Apple Inc. 3.76% 734,089 $186.3M Add +0.6%
GOOGL Alphabet Inc. Class A 3.69% 634,843 $182.6M Reduce -9.8%
JNJ Johnson & Johnson 3.11% 629,377 $153.8M Reduce -11.3%
VEA Vanguard Ftse Developed ETF 2.72% 2,098,908 $134.5M Reduce -0.6%
CVX Chevron Corp. 2.68% 640,274 $132.5M Add +0.6%
WMB Williams Cos Inc. 2.11% 1,432,519 $104.3M Reduce -0.6%
MCD McDonald's Corp. 2.01% 319,631 $99.3M Add +0.1%
NEE Nextera Energy Inc. 1.87% 996,001 $92.5M Add +0.8%
BX Blackstone Inc. 1.81% 780,212 $89.7M Add +6.2%
MRK Merck & Co. Inc. 1.81% 743,601 $89.4M Add +2.1%
NVDA Nvidia Corp. 1.76% 499,849 $87.2M Add +5.3%
PEP Pepsico Inc. 1.74% 554,758 $86.1M Add +3.1%
AEP American Electric Power 1.73% 652,133 $85.5M Add +0.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.72% 1,745,626 $85.1M Add +1.7%
VCSH Vanguard S/T Corp. Bond ETF 1.68% 1,050,454 $83.3M Add +2.4%
KO The Coca-Cola Co. 1.67% 1,085,155 $82.5M Reduce -0.1%
META Meta Platforms Inc. Class A 1.67% 144,112 $82.5M Add +1.5%
HON Honeywell International Inc. 1.66% 363,949 $82.3M Reduce -0.0%
CSCO Cisco Systems Inc. 1.66% 1,057,729 $82.1M Add +0.4%
AMZN Amazon.com Inc. 1.66% 393,676 $82.0M Add +16.6%
AMGN Amgen Inc. 1.58% 222,175 $78.2M Reduce -0.1%
VGSH Vanguard Short-Term Treasury 1.57% 1,331,529 $77.9M Add +2.2%
ETN Eaton Corp. PLC 1.52% 210,038 $75.1M Reduce -17.2%
C Citigroup Inc. 1.48% 644,815 $73.1M Reduce -0.4%
AMT American Tower Corp. 1.38% 394,575 $68.1M Add +54.6%
BLK BlackRock Inc. 1.34% 69,021 $66.4M Add +0.4%
LMT Lockheed Martin Corp. 1.32% 108,509 $65.6M Reduce -0.0%
COP Conocophillips 1.29% 482,593 $63.7M Reduce -18.0%
MDT Medtronic PLC 1.26% 719,377 $62.3M Add +1.5%
LHX L3HARRIS Technologies Inc. 1.18% 168,722 $58.2M Reduce -0.7%
VWO Vanguard Ftse Emerging Marke 1.04% 949,065 $51.3M Add +0.4%
MU Micron Technology Inc. 0.99% 144,957 $49.0M Reduce -48.6%
MDLZ Mondelez International Inc. Class A 0.98% 844,872 $48.7M Add +8.0%
NI Nisource Inc. 0.94% 1,000,418 $46.7M Reduce -0.8%
VMBS Vanguard Mortgage-Backed Sec 0.89% 939,648 $44.1M Reduce -0.9%
NOW ServiceNow Inc. 0.89% 420,200 $43.9M Add +69.9%
SEIC Sei Investments Company 0.88% 554,178 $43.5M New
HD Home Depot Inc. 0.87% 131,045 $43.1M Add +2.5%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.84% 903,189 $41.4M Reduce -1.8%
RF Regions Financial Corp. 0.75% 1,414,249 $36.9M Add +67.8%
UNP Union Pacific Corp. 0.71% 145,609 $35.3M Add +0.9%
NVS Novartis AG-Sponsored ADR 0.71% 230,854 $35.3M Add +2.7%
MA Mastercard Inc. Class A 0.68% 67,628 $33.8M Reduce -3.3%
KRE SS SPDR S&P Regional Bank 0.62% 469,340 $30.6M Reduce -4.7%
IJR iShares Core S&P Small-Cap E 0.58% 230,047 $28.6M Add +0.4%
VNQ Vanguard Real Estate ETF 0.53% 298,357 $26.5M Reduce -2.1%
ACDC Profrac Holding Corp. Class A 0.49% 3,889,478 $24.1M Reduce -0.6%
VGLT Vanguard Long-Term Treasury 0.47% 420,464 $23.3M Add +1.1%
BRK.B Berkshire Hathaway Inc. Class B 0.46% 47,686 $22.9M Add +2082.4%
VCIT Vanguard Int-Term Corporate 0.46% 274,190 $22.7M Reduce -0.1%
SBUX Starbucks Corp. 0.44% 241,776 $21.7M Add +4.9%
IYT iShares US Transportation Et 0.43% 287,569 $21.5M Reduce -2.2%
WMT Walmart Inc. 0.42% 169,305 $21.0M Reduce -65.0%
EHC Encompass Health Corp. 0.41% 207,699 $20.1M New
ORCL Oracle Corp. 0.34% 114,550 $16.9M Add +5.3%
O Realty Income Corp. 0.34% 272,094 $16.6M Add +34.7%
BKNG Booking Holdings Inc. 0.33% 3,933 $16.6M Add +313.1%
SPGI S&P Global Inc. 0.27% 31,896 $13.6M Add +0.4%
UNH Unitedhealth Group Inc. 0.26% 46,833 $12.7M Add +15.5%
UTHR United Therapeutics Corp. 0.25% 20,710 $12.3M Reduce -1.5%
PFE Pfizer Inc. 0.25% 433,584 $12.2M Add +16.6%
ABT Abbott Laboratories 0.24% 116,115 $11.9M Add +3.4%
XOM Exxon Mobil Corp. 0.17% 50,338 $8.5M Add +3.9%
VOO Vanguard S&P 500 ETF 0.15% 12,800 $7.6M Reduce -83.6%
EFA iShares MSCI Eafe ETF 0.15% 77,525 $7.5M Add +2.3%
UBER Uber Technologies Inc. 0.14% 94,916 $6.8M Add +28.2%
PANW Palo Alto Networks Inc. 0.12% 38,089 $6.1M Add +4.5%
IVV iShares Core S&P 500 ETF 0.12% 9,304 $6.1M Reduce -10.8%
IWB iShares Russell 1000 ETF 0.11% 15,444 $5.5M Reduce -0.2%
ARE Alexandria Real Estate Equit 0.11% 116,813 $5.4M Add +17.2%
ISRG Intuitive Surgical Inc. 0.11% 11,430 $5.3M Add +1.8%
VT Vanguard Tot World STK ETF 0.11% 37,793 $5.2M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.10% 7,878 $5.1M Reduce -3.5%
NBIX Neurocrine Biosciences Inc. 0.10% 38,497 $5.1M Add +1.7%
PSX Phillips 66 0.10% 27,202 $5.0M Reduce -5.7%
TEAM Atlassian Corp. Class A 0.10% 70,975 $4.8M New
TSLA Tesla Inc. 0.08% 11,030 $4.1M Add +2.3%
BIL SS SPDR BB 1-3M T-Bill ETF 0.08% 43,887 $4.0M Add +574.7%
KRP Kimbell Royalty Partners LP 0.08% 270,159 $3.9M Add +14.0%
GOOG Alphabet Inc. Class C 0.06% 11,042 $3.2M Reduce -54.9%
IEFA iShares Core MSCI Eafe ETF 0.06% 34,383 $3.1M No change
KLAC KLA Corp. 0.06% 1,868 $2.8M Reduce -0.2%
EEM iShares MSCI Emerging Market 0.05% 43,894 $2.5M No change
MAIN Main Street Capital Corp. 0.05% 43,541 $2.3M Add +6.3%
AGG iShares Core U.S. Aggregate 0.04% 22,065 $2.2M No change
GE General Electric filed as GE AEROSPACE 0.04% 7,519 $2.1M Reduce -1.1%
SOLS Solstice Adv Materials Inc. 0.04% 26,320 $2.0M New
LRCX Lam Research Corp. 0.03% 7,119 $1.5M Reduce -1.1%
HYMC Hycroft Mining Holding Co. Class A 0.03% 40,500 $1.4M New
CAT Caterpillar Inc. 0.03% 1,929 $1.4M Reduce -3.5%
MCK McKesson Corp. 0.03% 1,477 $1.3M No change
RTX RTX Corp. 0.02% 5,813 $1.1M Add +0.5%
PB Prosperity Bancshares Inc. 0.02% 16,123 $1.1M Reduce -2.7%
T AT&T Inc. 0.02% 36,739 $1.1M Add +27.3%
V Visa Inc. Class A 0.02% 3,291 $995K Add +0.2%
IWR iShares Russell Mid-Cap ETF 0.02% 10,196 $991K Add +20.1%
SMBC Southern Missouri Bancorp 0.02% 15,387 $984K No change
ABBV Abbvie Inc. 0.02% 4,410 $959K Reduce -4.9%
SKE Skeena Resources Ltd. 0.02% 30,344 $902K New
RSG Republic Services Inc. 0.02% 4,012 $879K Add +0.2%
CHE Chemed Corp. 0.02% 2,308 $872K Reduce -0.0%
MAR Marriott International Class A 0.02% 2,643 $864K No change
LLY Eli Lilly & Co. 0.02% 897 $825K No change
QQQ Invesco QQQ Trust Series 1 0.02% 1,422 $821K Reduce -10.5%
SCHX Schwab US Large-Cap ETF 0.02% 30,678 $787K Add +5.2%
CL Colgate-Palmolive Co. 0.02% 8,947 $763K Reduce -0.0%
ET Energy Transfer LP 0.02% 39,119 $755K New
VLO Valero Energy Corp. 0.01% 2,950 $729K No change
RDNW Ridenow Group Inc. 0.01% 100,339 $708K No change
PAGP Plains GP Holdings LP 0.01% 28,767 $698K No change
GEV GE Vernova Inc. 0.01% 768 $670K Reduce -4.1%
TT Trane Technologies PLC 0.01% 1,587 $661K Reduce -36.2%
DE Deere & Co. 0.01% 1,116 $629K Reduce -1.1%
CSX CSX Corp. 0.01% 15,056 $618K Reduce -1.8%
TMO Thermo Fisher Scientific Inc. 0.01% 1,255 $617K Reduce -1.6%
VZ Verizon Communications Inc. 0.01% 11,674 $586K Reduce -1.7%
COST Costco Wholesale Corp. 0.01% 577 $575K Add +6.8%
CMI Cummins Inc. 0.01% 1,058 $569K Reduce -1.0%
NFLX Netflix Inc. 0.01% 5,920 $569K Reduce -3.3%
VONG Vanguard Russell 1000 Growth 0.01% 5,053 $554K No change
VTI VG Morningstar TS MKT ETF-US 0.01% 1,660 $533K No change
FERG Ferguson Enterprises Inc. 0.01% 2,247 $524K Reduce -12.2%
HBM Hudbay Minerals Inc. 0.01% 24,705 $516K New
TASEKO MINES LTD 0.01% 79,402 $512K New
LVS Las Vegas Sands Corp. 0.01% 8,882 $479K Reduce -4.5%
GLD SPDR Gold Shares 0.01% 1,101 $474K Add +37.5%
VB Vanguard Most SM-Cap ETF-Usd 0.01% 1,788 $468K No change
MSIF MSC Income Fund Inc. 0.01% 38,435 $468K No change
IWF iShares Russell 1000 Growth 0.01% 1,068 $455K Reduce -11.4%
NSC Norfolk Southern Corp. 0.01% 1,543 $443K Add +2.7%
FCX Freeport-McMoran Inc. 0.01% 7,433 $437K Add +2.3%
PG The Procter & Gamble Co. 0.01% 2,963 $428K Reduce -1.0%
SLB SLB Ltd. filed as SLB LIMITED 0.01% 7,983 $410K Reduce -18.1%
MDY State Street SPDR S&P Midcap 0.01% 654 $403K No change
TY Tri-Continental Corp. 0.01% 12,720 $402K No change
GD General Dynamics Corp. 0.01% 1,169 $401K Reduce -1.5%
LOW Lowe's Cos Inc. 0.01% 1,694 $400K Reduce -9.3%
FANG Diamondback Energy Inc. 0.01% 1,989 $393K Reduce -1.9%
TEL Te Connectivity PLC 0.01% 1,877 $392K Reduce -39.4%
STX Seagate Technology Holdings 0.01% 1,000 $392K No change
VLUE iShares MSCI USA Value Facto 0.01% 2,725 $387K Reduce -0.6%
NOC Northrop Grumman Corp. 0.01% 565 $385K No change
RNR Renaissancere Holdings Ltd. 0.01% 1,284 $382K Reduce -68.9%
AMAT Applied Materials Inc. 0.01% 1,114 $381K Reduce -6.5%
VGT Vanguard Info Tech ETF 0.01% 544 $380K No change
TXN Texas Instruments Inc. 0.01% 1,944 $377K Add +5.9%
TSM Taiwan Semiconductor-SP ADR 0.01% 1,074 $363K Reduce -2.7%
MPC Marathon Petroleum Corp. 0.01% 1,463 $357K Reduce -63.0%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.01% 953 $350K No change
GLW Corning Inc. 0.01% 2,515 $342K No change
FTNT Fortinet Inc. 0.01% 4,169 $341K Reduce -0.1%
ETR Entergy Corp. 0.01% 3,005 $338K No change
CEG Constellation Energy 0.01% 1,195 $334K Reduce -3.5%
VEEV Veeva Systems Inc. Class A 0.01% 1,856 $326K No change
NUE Nucor Corp. 0.01% 1,874 $317K Add +3.9%
FDX FedEx Corp. 0.01% 889 $317K Reduce -4.4%
DUK Duke Energy Corp. 0.01% 2,411 $316K Add +1.4%
VEU Vanguard Ftse All-World Ex-U 0.01% 4,130 $310K New
PM Philip Morris International 0.01% 1,875 $310K Add +2.0%
ITW Illinois Tool Works 0.01% 1,188 $309K Add +0.7%
BILS SS Spdrb B 3-12M T-Bill ETF 0.01% 3,000 $298K No change
TGT Target Corp. 0.01% 2,460 $298K No change
AFL Aflac Inc. 0.01% 2,660 $292K Reduce -2.5%
AMD Advanced Micro Devices 0.01% 1,379 $281K Reduce -17.8%
CRM Salesforce Inc. 0.01% 1,492 $279K Reduce -2.7%
UPS United Parcel Service Class B 0.01% 2,813 $277K Add +13.2%
AIZ Assurant Inc. 0.01% 1,191 $259K Reduce -18.7%
PBT Permian Basin Royalty Trust 0.01% 12,000 $258K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.01% 883 $254K No change
SO The Southern Co. 0.01% 2,622 $253K Reduce -25.3%
VST Vistra Corp. 0.01% 1,681 $253K No change
XLV SS Health Care Select Sector 0.01% 1,688 $247K No change
XLI SS Industrial Select Sector 0.01% 1,525 $247K Reduce -11.3%
ADP Automatic Data Processing 0.00% 1,195 $243K Reduce -0.2%
BP BP PLC-Spons ADR 0.00% 5,131 $241K New
XLF SS Financial Select Sector 0.00% 4,846 $239K No change
COO The Cooper Cos Inc. 0.00% 3,344 $239K No change
CAVA Cava Group Inc. 0.00% 2,945 $238K Reduce -47.9%
IAUM iShares Gold Trust Micro 0.00% 5,032 $235K No change
CME Cme Group Inc. 0.00% 788 $233K Reduce -26.2%
TPL Texas Pacific Land Corp. 0.00% 490 $233K New
IYW iShares Ustechnology ETF 0.00% 1,278 $232K No change
HPE Hewlett Packard Enterprise 0.00% 9,724 $232K Reduce -12.3%
SGOL Abrdn Physical Gold Shares 0.00% 5,100 $228K No change
CPT Camden Property Trust 0.00% 2,303 $225K Reduce -8.3%
CRWD CrowdStrike Holdings Inc. Class A 0.00% 576 $225K Reduce -0.3%
GS Goldman Sachs Group Inc. 0.00% 265 $224K Reduce -4.0%
MSTR Strategy Inc. 0.00% 1,754 $219K No change
SPLV Invesco S&P 500 Low Volatili 0.00% 2,982 $218K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.00% 4,334 $216K New
HUBB Hubbell Inc. 0.00% 439 $215K Reduce -4.4%
SCHW Schwab (charles) Corp. 0.00% 2,273 $214K Reduce -2.5%
QCOM Qualcomm Inc. 0.00% 1,658 $214K Add +1.3%
EMXC iShares MSCI Emr MRK Ex Chna 0.00% 2,607 $205K Reduce -61.3%
SJT San Juan Basin Royalty TR 0.00% 37,500 $180K No change
MBS Angel Oak Mortg-Bcked SE ETF 0.00% 17,381 $151K No change

Portfolio Sells Q4 2025 → Q1 2026
VOO Vanguard S&P 500 ETF Reduce -83.6% 0.15% −0.83
JPM JPMorgan Chase & Co. Reduce -8.7% 4.00% −0.78
GOOGL Alphabet Inc. Class A Reduce -9.8% 3.69% −0.75
WMT Walmart Inc. Reduce -65.0% 0.42% −0.66
MU Micron Technology Inc. Reduce -48.6% 0.99% −0.63
AVB Avalonbay Communities Inc. Sold out 0.00% −0.29
MA Mastercard Inc. Class A Reduce -3.3% 0.68% −0.12
ETN Eaton Corp. PLC Reduce -17.2% 1.52% −0.11
FTK Flotek Industries Inc. Sold out 0.00% −0.10
GOOG Alphabet Inc. Class C Reduce -54.9% 0.06% −0.09
C Citigroup Inc. Reduce -0.4% 1.48% −0.04
KRE SS SPDR S&P Regional Bank Reduce -4.7% 0.62% −0.02
AIG American International Group Sold out 0.00% −0.02
AON Aon PLC Class A Sold out 0.00% −0.02
IVV iShares Core S&P 500 ETF Reduce -10.8% 0.12% −0.02
D Dominion Energy Inc. Sold out 0.00% −0.02
FHN First Horizon Corp. Sold out 0.00% −0.02
GILD Gilead Sciences Inc. Sold out 0.00% −0.02
NEM Newmont Corp. Sold out 0.00% −0.02
RNR Renaissancere Holdings Ltd. Reduce -68.9% 0.01% −0.02
MMM 3M Co. Sold out 0.00% −0.01
COF Capital One Financial Corp. Sold out 0.00% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -3.5% 0.10% −0.01
RCL Royal Caribbean Cruises Ltd. Sold out 0.00% −0.01
VGIT Vanguard Intermediate-Term T Sold out 0.00% −0.01
VNQ Vanguard Real Estate ETF Reduce -2.1% 0.53% −0.01
AME Ametek Inc. Sold out 0.00% −0.01
VMBS Vanguard Mortgage-Backed Sec Reduce -0.9% 0.89% −0.01
IYT iShares US Transportation Et Reduce -2.2% 0.43% −0.01
VLTO Veralto Corp. Sold out 0.00% −0.01
TEL Te Connectivity PLC Reduce -39.4% 0.01% −0.01
RACE Ferrari NV Sold out 0.00% −0.01
CRH CRH PLC Sold out 0.00% −0.01
TT Trane Technologies PLC Reduce -36.2% 0.01% −0.01
EMXC iShares MSCI Emr MRK Ex Chna Reduce -61.3% 0.00% −0.01
MPC Marathon Petroleum Corp. Reduce -63.0% 0.01% −0.01
DIS The Walt Disney Co. Sold out 0.00% −0.01
DHR Danaher Corp. Sold out 0.00% −0.01
IWB iShares Russell 1000 ETF Reduce -0.2% 0.11% −0.01
NVO Novo-Nordisk A/S-Spons ADR Sold out 0.00% −0.00
MS Morgan Stanley Sold out 0.00% −0.00
XYZ Block Inc. Sold out 0.00% −0.00
ILMN Illumina Inc. Sold out 0.00% −0.00
RKLB Rocket Lab Corp. Sold out 0.00% −0.00
VHT Vanguard Health Care ETF Sold out 0.00% −0.00
VCIT Vanguard Int-Term Corporate Reduce -0.1% 0.46% −0.00
GE General Electric Reduce -1.1% 0.04% −0.00
QQQ Invesco QQQ Trust Series 1 Reduce -10.5% 0.02% −0.00
LVS Las Vegas Sands Corp. Reduce -4.5% 0.01% −0.00
CRM Salesforce Inc. Reduce -2.7% 0.01% −0.00

Portfolio Buys Q4 2025 → Q1 2026
SEIC Sei Investments Company New 0.88% +0.88
CVX Chevron Corp. Add +0.6% 2.68% +0.72
AMT American Tower Corp. Add +54.6% 1.38% +0.47
BRK.B Berkshire Hathaway Inc. Class B Add +2082.4% 0.46% +0.44
EHC Encompass Health Corp. New 0.41% +0.41
RF Regions Financial Corp. Add +67.8% 0.75% +0.29
NEE Nextera Energy Inc. Add +0.8% 1.87% +0.27
MRK Merck & Co. Inc. Add +2.1% 1.81% +0.26
BKNG Booking Holdings Inc. Add +313.1% 0.33% +0.23
AEP American Electric Power Add +0.9% 1.73% +0.23
PEP Pepsico Inc. Add +3.1% 1.74% +0.19
MDLZ Mondelez International Inc. Class A Add +8.0% 0.98% +0.14
NOW ServiceNow Inc. Add +69.9% 0.89% +0.12
O Realty Income Corp. Add +34.7% 0.34% +0.11
TEAM Atlassian Corp. Class A New 0.10% +0.10
NVS Novartis AG-Sponsored ADR Add +2.7% 0.71% +0.09
AMZN Amazon.com Inc. Add +16.6% 1.66% +0.09
BIL SS SPDR BB 1-3M T-Bill ETF Add +574.7% 0.08% +0.07
PFE Pfizer Inc. Add +16.6% 0.25% +0.06
XOM Exxon Mobil Corp. Add +3.9% 0.17% +0.06
SBUX Starbucks Corp. Add +4.9% 0.44% +0.05
MCD McDonald's Corp. Add +0.1% 2.01% +0.04
UNP Union Pacific Corp. Add +0.9% 0.71% +0.04
SOLS Solstice Adv Materials Inc. New 0.04% +0.04
VCSH Vanguard S/T Corp. Bond ETF Add +2.4% 1.68% +0.04
VGSH Vanguard Short-Term Treasury Add +2.2% 1.57% +0.03
HYMC Hycroft Mining Holding Co. Class A New 0.03% +0.03
CSCO Cisco Systems Inc. Add +0.4% 1.66% +0.02
IJR iShares Core S&P Small-Cap E Add +0.4% 0.58% +0.02
KRP Kimbell Royalty Partners LP Add +14.0% 0.08% +0.02
SKE Skeena Resources Ltd. New 0.02% +0.02
UBER Uber Technologies Inc. Add +28.2% 0.14% +0.02
ET Energy Transfer LP New 0.02% +0.02
VWO Vanguard Ftse Emerging Marke Add +0.4% 1.04% +0.01
ARE Alexandria Real Estate Equit Add +17.2% 0.11% +0.01
HBM Hudbay Minerals Inc. New 0.01% +0.01
TASEKO MINES LTD New 0.01% +0.01
T AT&T Inc. Add +27.3% 0.02% +0.01
VEU Vanguard Ftse All-World Ex-U New 0.01% +0.01
EFA iShares MSCI Eafe ETF Add +2.3% 0.15% +0.01
BND Vanguard Total Bond Market Add +0.4% 3.95% +0.01
BP BP PLC-Spons ADR New 0.00% +0.00
TPL Texas Pacific Land Corp. New 0.00% +0.00
VTEB Vanguard Tax-Exempt Bond ETF New 0.00% +0.00
IWR iShares Russell Mid-Cap ETF Add +20.1% 0.02% +0.00
GLD SPDR Gold Shares Add +37.5% 0.01% +0.00
VGLT Vanguard Long-Term Treasury Add +1.1% 0.47% +0.00
COST Costco Wholesale Corp. Add +6.8% 0.01% +0.00
FCX Freeport-McMoran Inc. Add +2.3% 0.01% +0.00
RTX RTX Corp. Add +0.5% 0.02% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 210$5.3BMSFT, AVGO, GOOGL, IJH, JPM
Q1 2026 201$5.0BMSFT, AVGO, JPM, BND, IJH
Q4 2025 212$5.0BMSFT, AVGO, JPM, GOOGL, AAPL
Q3 2025 234$4.9BMSFT, AVGO, JPM, BND, AAPL
Q2 2025 205$4.5BMSFT, JPM, AVGO, BND, IJH
Q1 2025 172$4.6BFFIN, MSFT, JPM, BND, AAPL
Q4 2024 170$4.6BFFIN, MSFT, JPM, AAPL, BND
Q3 2024 181$4.8BFFIN, MSFT, BND, AAPL, JPM
Q2 2024 176$4.4BFFIN, MSFT, AAPL, JPM, BND
Q1 2024 193$4.4BFFIN, MSFT, JPM, BND, IJH