13F HOLDINGS REPORT
First Financial Bankshares Inc
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000950123-25-008439
Total Value
$4.46B
Positions
205
Other Managers
1
Confidential Omitted
No
Holdings (205)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 629,999 | $313.4M | 7.02% |
| 2 | JPMORGAN CHASE & CO. | VYLD | 791,817 | $229.6M | 5.14% |
| 3 | BROADCOM INC | AVGO | 795,369 | $219.2M | 4.91% |
| 4 | VANGUARD BD INDEX FDS | 921937835 | 2,531,249 | $186.4M | 4.17% |
| 5 | ISHARES TR | 464287507 | 2,740,978 | $170.0M | 3.81% |
| 6 | APPLE INC | AAPL | 723,361 | $148.4M | 3.32% |
| 7 | ALPHABET INC | GOOG | 716,784 | $126.3M | 2.83% |
| 8 | VANGUARD TAX-MANAGED FDS | 921943858 | 2,162,894 | $123.3M | 2.76% |
| 9 | BLACKSTONE INC | BX | 728,911 | $109.0M | 2.44% |
| 10 | JOHNSON & JOHNSON | JNJ | 683,356 | $104.4M | 2.34% |
| 11 | WILLIAMS COS INC | 969457100 | 1,468,416 | $92.2M | 2.07% |
| 12 | MCDONALDS CORP | MCD | 312,870 | $91.4M | 2.05% |
| 13 | CHEVRON CORP NEW | CVX | 630,840 | $90.3M | 2.02% |
| 14 | EATON CORP PLC | ETN | 246,419 | $88.0M | 1.97% |
| 15 | NVIDIA CORPORATION | NVDA | 526,465 | $83.2M | 1.86% |
| 16 | HONEYWELL INTL INC | 438516106 | 354,536 | $82.6M | 1.85% |
| 17 | VANGUARD SCOTTSDALE FDS | 92206C409 | 998,636 | $79.4M | 1.78% |
| 18 | BANK AMERICA CORP | 060505104 | 1,670,739 | $79.1M | 1.77% |
| 19 | AMAZON COM INC | AMZN | 337,148 | $74.0M | 1.66% |
| 20 | CISCO SYS INC | CSCO | 1,054,179 | $73.1M | 1.64% |
| 21 | BLACKROCK INC | BLK | 68,897 | $72.3M | 1.62% |
| 22 | VANGUARD SCOTTSDALE FDS | 92206C102 | 1,217,708 | $71.6M | 1.60% |
| 23 | PEPSICO INC | PEP | 528,451 | $69.8M | 1.56% |
| 24 | AMERICAN ELEC PWR CO INC | 025537101 | 628,939 | $65.3M | 1.46% |
| 25 | COCA COLA CO | KO | 922,172 | $65.2M | 1.46% |
| 26 | NEXTERA ENERGY INC | NEE-PW | 934,088 | $64.8M | 1.45% |
| 27 | AMGEN INC | AMGN | 218,870 | $61.1M | 1.37% |
| 28 | MEDTRONIC PLC | MDT | 675,992 | $58.9M | 1.32% |
| 29 | META PLATFORMS INC | META | 78,469 | $57.9M | 1.30% |
| 30 | CITIGROUP INC | C-PR | 669,999 | $57.0M | 1.28% |
| 31 | MERCK & CO INC | MRK | 707,821 | $56.0M | 1.26% |
| 32 | MONDELEZ INTL INC | 609207105 | 797,228 | $53.8M | 1.20% |
| 33 | CONOCOPHILLIPS | COP | 583,288 | $52.3M | 1.17% |
| 34 | LOCKHEED MARTIN CORP | LMT | 111,097 | $51.5M | 1.15% |
| 35 | WALMART INC | WMT | 496,202 | $48.5M | 1.09% |
| 36 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 660,182 | $47.9M | 1.07% |
| 37 | VANGUARD INTL EQUITY INDEX F | 922042858 | 959,147 | $47.4M | 1.06% |
| 38 | HOME DEPOT INC | HD | 126,939 | $46.5M | 1.04% |
| 39 | VANGUARD SCOTTSDALE FDS | 92206C771 | 922,412 | $42.7M | 0.96% |
| 40 | L3HARRIS TECHNOLOGIES INC | LHX | 170,149 | $42.7M | 0.96% |
| 41 | NISOURCE INC | NI | 1,000,888 | $40.4M | 0.90% |
| 42 | MASTERCARD INCORPORATED | MA | 66,183 | $37.2M | 0.83% |
| 43 | SELECT SECTOR SPDR TR | 81369Y886 | 449,564 | $36.7M | 0.82% |
| 44 | ISHARES TR | 464287804 | 279,828 | $30.6M | 0.69% |
| 45 | AMERICAN TOWER CORP NEW | 03027X100 | 134,982 | $29.8M | 0.67% |
| 46 | NOVARTIS AG | NVSEF | 221,898 | $26.9M | 0.60% |
| 47 | SERVICENOW INC | NOW | 26,017 | $26.7M | 0.60% |
| 48 | PROFRAC HLDG CORP | ACDC | 3,231,733 | $25.1M | 0.56% |
| 49 | SPDR SERIES TRUST | 78464A698 | 390,811 | $23.2M | 0.52% |
| 50 | ORACLE CORP | ORCL-PD | 102,876 | $22.5M | 0.50% |
| 51 | VANGUARD SCOTTSDALE FDS | 92206C870 | 267,306 | $22.2M | 0.50% |
| 52 | SALESFORCE INC | CRM | 80,039 | $21.8M | 0.49% |
| 53 | STARBUCKS CORP | SBUX | 237,434 | $21.8M | 0.49% |
| 54 | SCHLUMBERGER LTD | SLB | 616,508 | $20.8M | 0.47% |
| 55 | UNION PAC CORP | UNP | 90,008 | $20.7M | 0.46% |
| 56 | ISHARES TR | 464287192 | 275,743 | $18.9M | 0.42% |
| 57 | VANGUARD INDEX FDS | 922908553 | 209,468 | $18.7M | 0.42% |
| 58 | VANGUARD SCOTTSDALE FDS | 92206C847 | 330,654 | $18.6M | 0.42% |
| 59 | ADOBE INC | ADBE | 47,026 | $18.2M | 0.41% |
| 60 | COMCAST CORP NEW | CCZ | 461,627 | $16.5M | 0.37% |
| 61 | S&P GLOBAL INC | SPGI | 29,868 | $15.7M | 0.35% |
| 62 | ABBOTT LABS | ABLZF | 110,820 | $15.1M | 0.34% |
| 63 | MICRON TECHNOLOGY INC | MU | 115,974 | $14.3M | 0.32% |
| 64 | UNITEDHEALTH GROUP INC | UNH | 40,838 | $12.7M | 0.29% |
| 65 | REALTY INCOME CORP | O | 191,028 | $11.0M | 0.25% |
| 66 | PFIZER INC | PFE | 417,547 | $10.1M | 0.23% |
| 67 | CAMDEN PPTY TR | 133131102 | 85,584 | $9.6M | 0.22% |
| 68 | AES CORP | AES | 757,280 | $8.0M | 0.18% |
| 69 | PALO ALTO NETWORKS INC | PANW | 35,709 | $7.3M | 0.16% |
| 70 | UBER TECHNOLOGIES INC | UBER | 77,343 | $7.2M | 0.16% |
| 71 | VANGUARD INDEX FDS | 922908363 | 12,414 | $7.1M | 0.16% |
| 72 | ISHARES TR | 464287465 | 74,933 | $6.7M | 0.15% |
| 73 | EXXON MOBIL CORP | XOM | 57,335 | $6.2M | 0.14% |
| 74 | SPDR S&P 500 ETF TR | SPY | 8,899 | $5.5M | 0.12% |
| 75 | ISHARES TR | 464287622 | 15,483 | $5.3M | 0.12% |
| 76 | BOOKING HOLDINGS INC | BKNG | 870 | $5.0M | 0.11% |
| 77 | FLOTEK INDS INC DEL | 343389409 | 290,000 | $4.3M | 0.10% |
| 78 | ALPHABET INC | GOOG | 23,863 | $4.2M | 0.09% |
| 79 | ISHARES TR | 46432F842 | 48,759 | $4.1M | 0.09% |
| 80 | UNITED THERAPEUTICS CORP DEL | UTHR | 14,124 | $4.1M | 0.09% |
| 81 | INCYTE CORP | INCY | 58,002 | $3.9M | 0.09% |
| 82 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 7,568 | $3.7M | 0.08% |
| 83 | NEUROCRINE BIOSCIENCES INC | NBIX | 28,578 | $3.6M | 0.08% |
| 84 | INTUITIVE SURGICAL INC | ISRG | 6,422 | $3.5M | 0.08% |
| 85 | LAM RESEARCH CORP | LRCX | 35,700 | $3.5M | 0.08% |
| 86 | TESLA INC | TSLA | 10,149 | $3.2M | 0.07% |
| 87 | DIAMONDBACK ENERGY INC | FANG | 22,167 | $3.0M | 0.07% |
| 88 | AT&T INC | T-PC | 103,287 | $3.0M | 0.07% |
| 89 | EQT CORP | EQT | 45,000 | $2.6M | 0.06% |
| 90 | ISHARES TR | 464287200 | 3,969 | $2.5M | 0.06% |
| 91 | MAIN STR CAP CORP | 56035L104 | 39,851 | $2.4M | 0.05% |
| 92 | CORE NATURAL RESOURCES INC | CNR | 32,961 | $2.3M | 0.05% |
| 93 | ISHARES INC | 46434G764 | 35,520 | $2.2M | 0.05% |
| 94 | GE VERNOVA INC | GEV | 4,207 | $2.2M | 0.05% |
| 95 | ISHARES TR | 464287234 | 43,894 | $2.1M | 0.05% |
| 96 | HCA HEALTHCARE INC | HCA | 5,395 | $2.1M | 0.05% |
| 97 | OLD DOMINION FREIGHT LINE IN | ODFL | 12,017 | $2.0M | 0.04% |
| 98 | STIFEL FINL CORP | 860630102 | 18,033 | $1.9M | 0.04% |
| 99 | KLA CORP | KLAC | 2,034 | $1.8M | 0.04% |
| 100 | PINTEREST INC | PINS | 50,000 | $1.8M | 0.04% |
| 101 | CHEMED CORP NEW | CHE | 2,390 | $1.2M | 0.03% |
| 102 | PROSPERITY BANCSHARES INC | PB | 16,218 | $1.1M | 0.03% |
| 103 | CONSTELLATION ENERGY CORP | CEG | 3,399 | $1.1M | 0.02% |
| 104 | FREEPORT-MCMORAN INC | FCX | 25,000 | $1.1M | 0.02% |
| 105 | TRANE TECHNOLOGIES PLC | TT | 2,465 | $1.1M | 0.02% |
| 106 | GOLDMAN SACHS GROUP INC | GSCE | 1,502 | $1.1M | 0.02% |
| 107 | MCKESSON CORP | MCK | 1,450 | $1.1M | 0.02% |
| 108 | DANAHER CORPORATION | 235851102 | 5,273 | $1.0M | 0.02% |
| 109 | VISA INC | V | 2,823 | $1.0M | 0.02% |
| 110 | REPUBLIC SVCS INC | 760759100 | 3,998 | $985,947 | 0.02% |
| 111 | REX AMERICAN RES CORP | REX | 20,000 | $974,200 | 0.02% |
| 112 | CRH PLC | CRH | 10,549 | $968,398 | 0.02% |
| 113 | AMERICAN INTL GROUP INC | 026874784 | 10,942 | $936,526 | 0.02% |
| 114 | DOMINION ENERGY INC | D | 16,384 | $926,024 | 0.02% |
| 115 | RENAISSANCERE HLDGS LTD | RNR-PG | 3,726 | $905,045 | 0.02% |
| 116 | ABBVIE INC | ABBV | 4,614 | $856,451 | 0.02% |
| 117 | AON PLC | AON | 2,374 | $846,948 | 0.02% |
| 118 | SOUTHERN MO BANCORP INC | SOMN | 15,387 | $842,900 | 0.02% |
| 119 | HUBBELL INC | HUBB | 2,030 | $829,072 | 0.02% |
| 120 | COLGATE PALMOLIVE CO | CL | 8,943 | $812,919 | 0.02% |
| 121 | GILEAD SCIENCES INC | GILD | 7,331 | $812,788 | 0.02% |
| 122 | CATERPILLAR INC | CAT | 2,091 | $811,747 | 0.02% |
| 123 | SCHWAB STRATEGIC TR | 808524201 | 32,546 | $795,424 | 0.02% |
| 124 | RTX CORPORATION | RTX | 5,389 | $786,902 | 0.02% |
| 125 | ISHARES TR | 464287499 | 8,488 | $780,641 | 0.02% |
| 126 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $728,800 | 0.02% |
| 127 | MARRIOTT INTL INC NEW | 571903202 | 2,643 | $722,094 | 0.02% |
| 128 | ELI LILLY & CO | LLY | 926 | $721,845 | 0.02% |
| 129 | OMNICOM GROUP INC | OMC | 10,014 | $720,407 | 0.02% |
| 130 | MICROSTRATEGY INC | STRK | 1,754 | $709,019 | 0.02% |
| 131 | INTERNATIONAL BUSINESS MACHS | INTR | 2,385 | $703,050 | 0.02% |
| 132 | REPLIGEN CORP | RGEN | 5,454 | $678,369 | 0.02% |
| 133 | FIRST HORIZON CORPORATION | FHN-PH | 31,760 | $673,312 | 0.02% |
| 134 | 3M CO | MMM | 4,135 | $629,512 | 0.01% |
| 135 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,728 | $617,865 | 0.01% |
| 136 | NETFLIX INC | NFLX | 451 | $603,948 | 0.01% |
| 137 | VANGUARD SCOTTSDALE FDS | 92206C680 | 5,053 | $551,788 | 0.01% |
| 138 | PROCTER AND GAMBLE CO | 742718109 | 3,409 | $543,122 | 0.01% |
| 139 | VEEVA SYS INC | VEEV | 1,856 | $534,491 | 0.01% |
| 140 | INVESCO QQQ TR | IVZ | 964 | $531,781 | 0.01% |
| 141 | MARATHON PETE CORP | MARA | 3,151 | $523,413 | 0.01% |
| 142 | ACADEMY SPORTS & OUTDOORS IN | ASO | 11,451 | $513,119 | 0.01% |
| 143 | COSTCO WHSL CORP NEW | 22160K105 | 514 | $508,829 | 0.01% |
| 144 | THERMO FISHER SCIENTIFIC INC | TMO | 1,252 | $507,636 | 0.01% |
| 145 | PERMA-PIPE INTL HLDGS INC | 714167103 | 22,000 | $503,140 | 0.01% |
| 146 | SPDR SERIES TRUST | 78468R663 | 5,228 | $479,564 | 0.01% |
| 147 | INGERSOLL RAND INC | IR | 5,758 | $478,950 | 0.01% |
| 148 | ISHARES TR | 464287614 | 1,112 | $472,133 | 0.01% |
| 149 | FERGUSON ENTERPRISES INC | FERG | 2,054 | $447,259 | 0.01% |
| 150 | DEERE & CO | DE | 862 | $438,318 | 0.01% |
| 151 | NEWMONT CORP | NEMCL | 7,480 | $435,785 | 0.01% |
| 152 | TE CONNECTIVITY PLC | TEL | 2,554 | $430,783 | 0.01% |
| 153 | TEXAS INSTRS INC | 882508104 | 2,028 | $421,053 | 0.01% |
| 154 | DARLING INGREDIENTS INC | DAR | 11,050 | $419,237 | 0.01% |
| 155 | TRI CONTL CORP | 895436103 | 12,720 | $402,715 | 0.01% |
| 156 | VALERO ENERGY CORP | VLO | 2,947 | $396,136 | 0.01% |
| 157 | LOWES COS INC | 548661107 | 1,760 | $390,491 | 0.01% |
| 158 | VITAL FARMS INC | VITL | 10,000 | $385,200 | 0.01% |
| 159 | VERALTO CORP | VLTO | 3,736 | $377,149 | 0.01% |
| 160 | VANGUARD INDEX FDS | 922908751 | 1,588 | $376,324 | 0.01% |
| 161 | SPDR S&P MIDCAP 400 ETF TR | MDY | 654 | $370,478 | 0.01% |
| 162 | VANGUARD WORLD FD | 92204A702 | 544 | $360,824 | 0.01% |
| 163 | FERRARI N V | RACE | 733 | $359,712 | 0.01% |
| 164 | CUMMINS INC | CMI | 1,055 | $345,513 | 0.01% |
| 165 | GENERAL DYNAMICS CORP | GD | 1,166 | $340,076 | 0.01% |
| 166 | INVITATION HOMES INC | INVH | 10,120 | $331,936 | 0.01% |
| 167 | DEXCOM INC | DXCM | 3,770 | $329,083 | 0.01% |
| 168 | VERIZON COMMUNICATIONS INC | VZ | 7,494 | $324,265 | 0.01% |
| 169 | AUTOMATIC DATA PROCESSING IN | ADP | 1,045 | $322,278 | 0.01% |
| 170 | ROYAL CARIBBEAN GROUP | V7780T103 | 984 | $308,130 | 0.01% |
| 171 | ISHARES TR | 464287721 | 1,773 | $307,208 | 0.01% |
| 172 | CROWDSTRIKE HLDGS INC | CRWD | 575 | $292,853 | 0.01% |
| 173 | ILLINOIS TOOL WKS INC | 452308109 | 1,180 | $291,755 | 0.01% |
| 174 | VANGUARD WORLD FD | 921910816 | 778 | $284,880 | 0.01% |
| 175 | NORTHROP GRUMMAN CORP | NOC | 565 | $282,489 | 0.01% |
| 176 | DUKE ENERGY CORP NEW | DUKB | 2,378 | $280,604 | 0.01% |
| 177 | AFLAC INC | AFL | 2,650 | $279,469 | 0.01% |
| 178 | GE AEROSPACE | 369604301 | 1,071 | $275,665 | 0.01% |
| 179 | SOUTHERN CO | SOMN | 2,993 | $274,847 | 0.01% |
| 180 | CAPITAL ONE FINL CORP | 14040H105 | 1,209 | $257,227 | 0.01% |
| 181 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,254 | $256,656 | 0.01% |
| 182 | NORFOLK SOUTHN CORP | 655844108 | 1,000 | $255,970 | 0.01% |
| 183 | ISHARES GOLD TR | IAU | 4,098 | $255,551 | 0.01% |
| 184 | KIMBELL RTY PARTNERS LP | 49435R102 | 17,933 | $250,345 | 0.01% |
| 185 | QUALCOMM INC | QCOM | 1,566 | $249,401 | 0.01% |
| 186 | ENTERGY CORP NEW | ENO | 3,000 | $249,360 | 0.01% |
| 187 | PHILLIPS 66 | PSX | 2,030 | $242,179 | 0.01% |
| 188 | COOPER COS INC | 216648501 | 3,344 | $237,959 | 0.01% |
| 189 | SCHWAB CHARLES CORP | SCHW-PJ | 2,606 | $237,771 | 0.01% |
| 190 | CARRIER GLOBAL CORPORATION | CARR | 3,200 | $234,208 | 0.01% |
| 191 | RUMBLEON INC | RUMBW | 100,339 | $231,783 | 0.01% |
| 192 | LUMEN TECHNOLOGIES INC | LUMN | 51,501 | $225,574 | 0.01% |
| 193 | SAN JUAN BASIN RTY TR | 798241105 | 37,500 | $224,250 | 0.01% |
| 194 | VISTRA CORP | VST | 1,131 | $219,199 | 0.00% |
| 195 | INVESCO EXCH TRADED FD TR II | IVZ | 2,982 | $217,149 | 0.00% |
| 196 | TOTALENERGIES SE | TTE | 3,536 | $217,075 | 0.00% |
| 197 | VANGUARD INDEX FDS | 922908629 | 772 | $216,029 | 0.00% |
| 198 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 10,431 | $213,314 | 0.00% |
| 199 | ESPEY MFG & ELECTRS CORP | 296650104 | 4,604 | $210,449 | 0.00% |
| 200 | CBIZ INC | CBZ | 2,923 | $209,608 | 0.00% |
| 201 | ADVANCED MICRO DEVICES INC | AMD | 1,472 | $208,877 | 0.00% |
| 202 | TARGET CORP | TGT | 2,088 | $205,981 | 0.00% |
| 203 | VANGUARD INDEX FDS | 922908769 | 663 | $201,506 | 0.00% |
| 204 | PERMIAN BASIN RTY TR | 714236106 | 12,000 | $149,520 | 0.00% |
| 205 | MFS MUN INCOME TR | 552738106 | 12,476 | $64,501 | 0.00% |