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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

First Financial Bankshares Inc

Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000950123-25-005755

Total Value
$4.63B
Positions
172
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (172)

#IssuerTicker / CUSIPSharesValue% of Filing
1FIRST FINL BANKSHARES INC32020R10917,313,305$621.9M13.42%
2MICROSOFT CORPMSFT626,821$235.3M5.08%
3JPMORGAN CHASE & CO.VYLD786,589$193.0M4.16%
4VANGUARD BD INDEX FDS9219378352,458,158$180.6M3.90%
5APPLE INCAAPL768,522$170.7M3.68%
6ISHARES TR4642875072,676,577$156.2M3.37%
7BROADCOM INCAVGO800,772$134.1M2.89%
8JOHNSON & JOHNSONJNJ673,083$111.6M2.41%
9VANGUARD TAX-MANAGED FDS9219438582,160,027$109.8M2.37%
10CHEVRON CORP NEWCVX625,317$104.6M2.26%
11BLACKSTONE INCBX728,439$101.8M2.20%
12MCDONALDS CORPMCD313,292$97.9M2.11%
13ALPHABET INCGOOG600,659$92.9M2.00%
14WILLIAMS COS INC9694571001,485,528$88.8M1.92%
15VANGUARD SCOTTSDALE FDS92206C4091,007,704$79.5M1.72%
16MONDELEZ INTL INC6092071051,135,133$77.0M1.66%
17HONEYWELL INTL INC438516106353,247$74.8M1.61%
18BANK AMERICA CORP0605051041,663,914$69.4M1.50%
19VANGUARD SCOTTSDALE FDS92206C1021,178,847$69.2M1.49%
20PEPSICO INCPEP460,696$69.1M1.49%
21AMGEN INCAMGN219,612$68.4M1.48%
22AMERICAN ELEC PWR CO INC025537101621,355$67.9M1.46%
23BLACKROCK INCBLK69,314$65.6M1.42%
24COCA COLA COKO911,433$65.3M1.41%
25MERCK & CO INCMRK694,223$62.3M1.34%
26CISCO SYS INCCSCO1,002,442$61.9M1.33%
27CONOCOPHILLIPSCOP576,005$60.5M1.31%
28AMAZON COM INCAMZN315,396$60.0M1.29%
29MEDTRONIC PLCMDT665,475$59.8M1.29%
30EATON CORP PLCETN215,159$58.5M1.26%
31NEXTERA ENERGY INCNEE-PW786,525$55.8M1.20%
32LOCKHEED MARTIN CORPLMT112,297$50.2M1.08%
33CITIGROUP INCC-PR668,121$47.4M1.02%
34HOME DEPOT INCHD126,233$46.3M1.00%
35NVIDIA CORPORATIONNVDA417,582$45.3M0.98%
36META PLATFORMS INCMETA77,959$44.9M0.97%
37WALMART INCWMT496,318$43.6M0.94%
38VANGUARD INTL EQUITY INDEX F922042858954,066$43.2M0.93%
39VANGUARD SCOTTSDALE FDS92206C771890,813$41.3M0.89%
40NISOURCE INCNI998,635$40.0M0.86%
41MASTERCARD INCORPORATEDMA66,074$36.2M0.78%
42SELECT SECTOR SPDR TR81369Y886441,629$34.8M0.75%
43L3HARRIS TECHNOLOGIES INCLHX161,614$33.8M0.73%
44ALEXANDRIA REAL ESTATE EQ IN015271109336,749$31.2M0.67%
45AMERICAN TOWER CORP NEW03027X100132,128$28.8M0.62%
46VANGUARD INDEX FDS922908553308,113$27.9M0.60%
47ISHARES TR464287804241,781$25.3M0.55%
48NOVARTIS AGNVSEF217,419$24.2M0.52%
49SCHLUMBERGER LTDSLB552,606$23.1M0.50%
50STARBUCKS CORPSBUX234,580$23.0M0.50%
51SPDR SER TR78464A698388,945$22.1M0.48%
52VANGUARD SCOTTSDALE FDS92206C870258,991$21.2M0.46%
53SALESFORCE INCCRM77,292$20.7M0.45%
54UNION PAC CORPUNP87,797$20.7M0.45%
55SERVICENOW INCNOW25,992$20.7M0.45%
56UNITEDHEALTH GROUP INCUNH39,111$20.5M0.44%
57INVITATION HOMES INCINVH527,436$18.4M0.40%
58ADOBE INCADBE45,578$17.5M0.38%
59ISHARES TR464287192272,059$17.4M0.38%
60COMCAST CORP NEWCCZ453,862$16.7M0.36%
61S&P GLOBAL INCSPGI29,813$15.1M0.33%
62ABBOTT LABSABLZF110,706$14.7M0.32%
63ORACLE CORPORCL-PD102,167$14.3M0.31%
64VANGUARD SCOTTSDALE FDS92206C847240,500$13.9M0.30%
65REALTY INCOME CORPO189,758$11.0M0.24%
66PFIZER INCPFE416,170$10.5M0.23%
67CAMDEN PPTY TR13313110284,922$10.4M0.22%
68VANGUARD INDEX FDS92290836318,250$9.4M0.20%
69ADVANCED MICRO DEVICES INCAMD88,223$9.1M0.20%
70AES CORPAES616,965$7.7M0.17%
71EXXON MOBIL CORPXOM57,572$6.8M0.15%
72PALO ALTO NETWORKS INCPANW36,427$6.2M0.13%
73ISHARES TR46428746574,933$6.1M0.13%
74UBER TECHNOLOGIES INCUBER77,831$5.7M0.12%
75ISHARES TR46428762215,444$4.7M0.10%
76UNITED THERAPEUTICS CORP DELUTHR13,769$4.2M0.09%
77BOOKING HOLDINGS INCBKNG868$4.0M0.09%
78ISHARES TR4642872006,455$3.6M0.08%
79INCYTE CORPINCY57,921$3.5M0.08%
80INTUITIVE SURGICAL INCISRG6,616$3.3M0.07%
81NEUROCRINE BIOSCIENCES INCNBIX27,771$3.1M0.07%
82CHART INDS INC16115Q30818,750$2.7M0.06%
83SPDR S&P 500 ETF TRSPY4,706$2.6M0.06%
84LAM RESEARCH CORPLRCX35,749$2.6M0.06%
85MAIN STR CAP CORP56035L10439,851$2.3M0.05%
86TESLA INCTSLA8,439$2.2M0.05%
87ISHARES TR46428723443,894$1.9M0.04%
88KLA CORPKLAC2,458$1.7M0.04%
89ALPHABET INCGOOG10,453$1.6M0.04%
90STIFEL FINL CORP86063010217,243$1.6M0.04%
91CHEMED CORP NEWCHE2,308$1.4M0.03%
92ISHARES TR46428722613,374$1.3M0.03%
93BERKSHIRE HATHAWAY INC DELBRK-A2,309$1.2M0.03%
94PROSPERITY BANCSHARES INCPB15,778$1.1M0.02%
95VANGUARD SCOTTSDALE FDS92206C70618,482$1.1M0.02%
96VISA INCV3,124$1.1M0.02%
97SCHWAB STRATEGIC TR80852479738,990$1.1M0.02%
98MCKESSON CORPMCK1,450$975,8360.02%
99REPUBLIC SVCS INC7607591003,998$968,1560.02%
100ABBVIE INCABBV4,470$936,5540.02%
101COLGATE PALMOLIVE COCL8,943$837,9590.02%
102SOUTHERN MO BANCORP INCSOMN15,387$800,4320.02%
103BERKSHIRE HATHAWAY INC DELBRK-A1$798,4420.02%
104ELI LILLY & COLLY881$727,6270.02%
105ISHARES TR4642874998,488$722,0740.02%
106RTX CORPORATIONRTX5,143$681,2420.01%
107CATERPILLAR INCCAT1,956$645,0890.01%
108J P MORGAN EXCHANGE TRADED F46654Q20312,408$642,4860.01%
109MARRIOTT INTL INC NEW5719032022,643$629,5630.01%
110SELECT SECTOR SPDR TR81369Y5066,696$625,7410.01%
111ISHARES TR46432F8428,176$618,5140.01%
112THERMO FISHER SCIENTIFIC INCTMO1,172$583,1870.01%
113COSTCO WHSL CORP NEW22160K105597$564,6310.01%
114PROCTER AND GAMBLE CO7427181093,158$538,1860.01%
115TRANE TECHNOLOGIES PLCTT1,595$537,3870.01%
116NETFLIX INCNFLX540$503,5660.01%
117SPDR SER TR78468R6635,256$482,1330.01%
118MICROSTRATEGY INCSTRK1,630$469,8800.01%
119VANGUARD SCOTTSDALE FDS92206C6805,053$468,8680.01%
120LOWES COS INC5486611071,909$445,2360.01%
121INVESCO QQQ TRIVZ935$438,4400.01%
122VEEVA SYS INCVEEV1,856$429,9050.01%
123CVS HEALTH CORPCVS6,035$408,8710.01%
124TRI CONTL CORP89543610312,720$390,1220.01%
125VALERO ENERGY CORPVLO2,947$389,2100.01%
126DEERE & CODE827$388,1520.01%
127VANGUARD INDEX FDS9229087511,747$387,3970.01%
128TEXAS INSTRS INC8825081042,023$363,5330.01%
129VERIZON COMMUNICATIONS INCVZ7,707$349,5900.01%
130SPDR S&P MIDCAP 400 ETF TRMDY654$348,8960.01%
131PAYPAL HLDGS INCPYPL5,247$342,3670.01%
132CUMMINS INCCMI1,055$330,6790.01%
133FERGUSON ENTERPRISES INCFERG2,054$329,1120.01%
134ILLINOIS TOOL WKS INC4523081091,298$321,9170.01%
135AUTOMATIC DATA PROCESSING INADP1,045$319,2790.01%
136GENERAL DYNAMICS CORPGD1,166$317,8280.01%
137CROWDSTRIKE HLDGS INCCRWD865$304,9820.01%
138VANGUARD WORLD FD92204A702544$295,0550.01%
139AFLAC INCAFL2,650$294,6540.01%
140GE AEROSPACE3696043011,457$291,6190.01%
141NORTHROP GRUMMAN CORPNOC565$289,2860.01%
142INTERNATIONAL BUSINESS MACHSINTR1,145$284,7160.01%
143RUMBLEON INCRUMBW100,339$282,9560.01%
144COOPER COS INC2166485013,344$282,0660.01%
145SOUTHERN COSOMN2,993$275,2060.01%
146ISHARES TR464287614737$266,1230.01%
147ENTERGY CORP NEWENO3,000$256,4700.01%
148PHILLIPS 66PSX2,055$253,7510.01%
149KIMBELL RTY PARTNERS LP49435R10217,933$251,0620.01%
150DUKE ENERGY CORP NEWDUKB2,052$250,2820.01%
151VANGUARD SPECIALIZED FUNDS9219088441,254$243,2630.01%
152ISHARES TR46434V6213,915$241,8690.01%
153ISHARES GOLD TRIAU4,098$241,6180.01%
154ISHARES TR4642877211,720$241,5570.01%
155VANGUARD WORLD FD921910816778$240,3090.01%
156NORFOLK SOUTHN CORP6558441081,000$236,8500.01%
157EQUINIX INCEQIX287$234,0050.01%
158DANAHER CORPORATION2358511021,128$231,2400.00%
159RENAISSANCERE HLDGS LTDRNR-PG941$225,8400.00%
160HERSHEY COHSY1,313$224,5620.00%
161INVESCO EXCH TRADED FD TR IIIVZ2,982$222,8150.00%
162CBIZ INCCBZ2,923$221,7390.00%
163TARGET CORPTGT2,088$217,9040.00%
164PHILIP MORRIS INTL INC7181721091,339$212,5390.00%
165SAN JUAN BASIN RTY TR79824110537,500$207,3750.00%
166QUALCOMM INCQCOM1,350$207,3740.00%
167SCHWAB CHARLES CORPSCHW-PJ2,606$203,9980.00%
168CARRIER GLOBAL CORPORATIONCARR3,200$202,8800.00%
169LUMEN TECHNOLOGIES INCLUMN51,501$201,8840.00%
170HEWLETT PACKARD ENTERPRISE CHPE-PC10,432$160,9660.00%
171PERMIAN BASIN RTY TR71423610612,000$118,9200.00%
172PROFRAC HLDG CORPACDC12,000$91,0800.00%