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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 Q3 2025 · Filed November 10, 2025 · Accession 0001193125-25-274203

Total Value
$4.87B
Positions
234
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (234)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT629,376$326.0M6.70%
2BROADCOM INCAVGO777,047$256.4M5.27%
3JPMORGAN CHASE & CO.VYLD726,196$229.1M4.71%
4VANGUARD BD INDEX FDS9219378352,603,192$193.6M3.98%
5APPLE INCAAPL734,425$187.0M3.84%
6ISHARES TR4642875072,786,153$181.8M3.74%
7ALPHABET INCGOOG725,519$176.4M3.62%
8VANGUARD TAX-MANAGED FDS9219438582,158,291$129.3M2.66%
9JOHNSON & JOHNSONJNJ693,866$128.7M2.64%
10BLACKSTONE INCBX719,814$123.0M2.53%
11CHEVRON CORP NEWCVX632,599$98.2M2.02%
12MCDONALDS CORPMCD314,629$95.6M1.96%
13NVIDIA CORPORATIONNVDA509,836$95.1M1.95%
14WILLIAMS COS INC9694571001,460,750$92.5M1.90%
15EATON CORP PLCETN246,799$92.4M1.90%
16BANK AMERICA CORP0605051041,679,546$86.6M1.78%
17BLACKROCK INCBLK68,139$79.4M1.63%
18VANGUARD SCOTTSDALE FDS92206C409988,969$79.0M1.62%
19AMAZON COM INCAMZN346,128$76.0M1.56%
20PEPSICO INCPEP539,718$75.8M1.56%
21HONEYWELL INTL INC438516106356,894$75.1M1.54%
22VANGUARD SCOTTSDALE FDS92206C1021,270,773$74.8M1.54%
23NEXTERA ENERGY INCNEE-PW950,633$71.8M1.47%
24AMERICAN ELEC PWR CO INC025537101633,084$71.2M1.46%
25CISCO SYS INCCSCO1,033,389$70.7M1.45%
26CITIGROUP INCC-PR660,025$67.0M1.38%
27MEDTRONIC PLCMDT689,391$65.7M1.35%
28COCA COLA COKO949,898$63.0M1.29%
29META PLATFORMS INCMETA85,231$62.6M1.29%
30AMGEN INCAMGN220,422$62.2M1.28%
31MERCK & CO INCMRK721,010$60.5M1.24%
32ALEXANDRIA REAL ESTATE EQ IN015271109693,603$57.8M1.19%
33CONOCOPHILLIPSCOP589,727$55.8M1.15%
34LOCKHEED MARTIN CORPLMT110,368$55.1M1.13%
35AMERICAN TOWER CORP NEW03027X100276,514$53.2M1.09%
36HOME DEPOT INCHD128,479$52.1M1.07%
37VANGUARD INTL EQUITY INDEX F922042858957,779$51.9M1.07%
38MONDELEZ INTL INC609207105819,189$51.2M1.05%
39L3HARRIS TECHNOLOGIES INCLHX166,688$50.9M1.05%
40WALMART INCWMT489,662$50.5M1.04%
41MICRON TECHNOLOGY INCMU291,334$48.7M1.00%
42SERVICENOW INCNOW48,326$44.5M0.91%
43VANGUARD SCOTTSDALE FDS92206C771935,087$43.9M0.90%
44NISOURCE INCNI991,965$43.0M0.88%
45SELECT SECTOR SPDR TR81369Y886459,664$40.1M0.82%
46MASTERCARD INCORPORATEDMA67,296$38.3M0.79%
47UNION PAC CORPUNP137,209$32.4M0.67%
48ORACLE CORPORCL-PD109,593$30.8M0.63%
49NOVARTIS AGNVSEF222,237$28.5M0.59%
50ISHARES TR464287804228,473$27.1M0.56%
51SPDR SERIES TRUST78464A698393,276$24.9M0.51%
52VANGUARD SCOTTSDALE FDS92206C847410,388$23.3M0.48%
53VANGUARD SCOTTSDALE FDS92206C870273,000$23.0M0.47%
54ISHARES TR464287192281,023$20.2M0.41%
55STARBUCKS CORPSBUX236,107$20.0M0.41%
56VANGUARD INDEX FDS922908553216,099$19.8M0.41%
57UNITEDHEALTH GROUP INCUNH46,142$15.9M0.33%
58PROFRAC HLDG CORPACDC4,204,795$15.6M0.32%
59ABBOTT LABSABLZF113,137$15.2M0.31%
60S&P GLOBAL INCSPGI30,272$14.7M0.30%
61COMCAST CORP NEWCCZ467,776$14.7M0.30%
62REALTY INCOME CORPO194,014$11.8M0.24%
63PFIZER INCPFE426,597$10.9M0.22%
64PALO ALTO NETWORKS INCPANW45,946$9.4M0.19%
65AVALONBAY CMNTYS INCAWX45,825$8.9M0.18%
66UNITED THERAPEUTICS CORP DELUTHR20,979$8.8M0.18%
67ISHARES TR46428720012,089$8.1M0.17%
68VANGUARD INDEX FDS92290836312,855$7.9M0.16%
69UBER TECHNOLOGIES INCUBER73,522$7.2M0.15%
70ISHARES TR46428746575,772$7.1M0.15%
71EXXON MOBIL CORPXOM62,489$7.0M0.14%
72ALPHABET INCGOOG24,564$6.0M0.12%
73SPDR S&P 500 ETF TRSPY8,884$5.9M0.12%
74ISHARES TR46428762215,483$5.7M0.12%
75PHILLIPS 66PSX37,021$5.0M0.10%
76AES CORPAES379,474$5.0M0.10%
77VANGUARD INTL EQUITY INDEX F92204274235,519$4.9M0.10%
78BOOKING HOLDINGS INCBKNG891$4.8M0.10%
79LAM RESEARCH CORPLRCX35,853$4.8M0.10%
80TESLA INCTSLA10,414$4.6M0.10%
81FLOTEK INDS INC DEL343389409290,000$4.2M0.09%
82ISHARES TR46432F84245,870$4.0M0.08%
83NEUROCRINE BIOSCIENCES INCNBIX28,426$4.0M0.08%
84KIMBELL RTY PARTNERS LP49435R102227,922$3.1M0.06%
85TALEN ENERGY CORPTLN6,879$2.9M0.06%
86INTUITIVE SURGICAL INCISRG6,487$2.9M0.06%
87DANAHER CORPORATION23585110213,299$2.6M0.05%
88TAIWAN SEMICONDUCTOR MFG LTD8740391009,121$2.5M0.05%
89MAIN STR CAP CORP56035L10439,851$2.5M0.05%
90VEEVA SYS INCVEEV8,095$2.4M0.05%
91ISHARES TR46428723443,894$2.3M0.05%
92FERGUSON ENTERPRISES INCFERG10,340$2.3M0.05%
93ISHARES TR46428722622,065$2.2M0.05%
94SALESFORCE INCCRM9,301$2.2M0.05%
95MARTIN MARIETTA MATLS INC5732841063,414$2.2M0.04%
96KLA CORPKLAC1,941$2.1M0.04%
97STIFEL FINL CORP86063010218,355$2.1M0.04%
98GE VERNOVA INCGEV3,381$2.1M0.04%
99COSTAR GROUP INCCSGP23,511$2.0M0.04%
100FAIR ISAAC CORPFICO1,250$1.9M0.04%
101CAPITAL ONE FINL CORP14040H1057,790$1.7M0.03%
102CAVA GROUP INCCAVA26,525$1.6M0.03%
103ATI INCATI19,534$1.6M0.03%
104INTUITINTU1,979$1.4M0.03%
105PROSPERITY BANCSHARES INCPB17,597$1.2M0.02%
106AON PLCAON3,230$1.2M0.02%
107HUBBELL INCHUBB2,673$1.2M0.02%
108MARKEL GROUP INCMKL601$1.1M0.02%
109SPS COMM INCSPSC11,000$1.1M0.02%
110VISA INCV3,355$1.1M0.02%
111CATERPILLAR INCCAT2,399$1.1M0.02%
112MCKESSON CORPMCK1,477$1.1M0.02%
113ABBVIE INCABBV4,913$1.1M0.02%
114BERKSHIRE HATHAWAY INC DELBRK-A2,191$1.1M0.02%
115RENAISSANCERE HLDGS LTDRNR-PG4,290$1.1M0.02%
116AT&T INCT-PC38,107$1.1M0.02%
117AMERICAN INTL GROUP INC02687478413,498$1.1M0.02%
118TRANE TECHNOLOGIES PLCTT2,500$1.1M0.02%
119CHEMED CORP NEWCHE2,330$1.0M0.02%
120DOMINION ENERGY INCD16,538$1.0M0.02%
121FIRST HORIZON CORPORATIONFHN-PH42,901$969,9920.02%
122RTX CORPORATIONRTX5,537$926,5060.02%
123REPUBLIC SVCS INC7607591004,031$925,0340.02%
124SCHWAB STRATEGIC TR80852420132,546$857,2620.02%
125GILEAD SCIENCES INCGILD7,446$826,5060.02%
126MARATHON PETE CORPMARA4,261$821,2650.02%
127ISHARES TR4642874998,488$819,5160.02%
128ELI LILLY & COLLY1,062$810,3060.02%
129SOUTHERN MO BANCORP INCSOMN15,387$808,7410.02%
130INVESCO QQQ TRIVZ1,268$761,2690.02%
131TE CONNECTIVITY PLCTEL3,442$755,6230.02%
132NEWMONT CORPNEMCL8,956$755,0800.02%
133BERKSHIRE HATHAWAY INC DELBRK-A1$754,2000.02%
134COLGATE PALMOLIVE COCL9,017$720,8190.01%
135BUILDERS FIRSTSOURCE INCBLDR5,821$705,7960.01%
136LAS VEGAS SANDS CORPLVS12,901$693,9450.01%
137NETFLIX INCNFLX576$690,5780.01%
138MARRIOTT INTL INC NEW5719032022,643$688,3430.01%
139INTERNATIONAL BUSINESS MACHSINTR2,394$675,4910.01%
1403M COMMM4,133$641,3590.01%
141ISHARES INC46434G7649,335$630,2060.01%
142THERMO FISHER SCIENTIFIC INCTMO1,279$620,3410.01%
143INTERNATIONAL PAPER CO46014610313,191$612,0620.01%
144VANGUARD SCOTTSDALE FDS92206C6805,053$608,8870.01%
145PROCTER AND GAMBLE CO7427181093,794$582,9480.01%
146STRATEGY INCSTRK1,754$565,1560.01%
147DEERE & CODE1,229$561,9730.01%
148VANGUARD INDEX FDS9229087691,660$544,7620.01%
149VERIZON COMMUNICATIONS INCVZ12,196$536,0140.01%
150ROYAL CARIBBEAN GROUPV7780T1031,649$533,5830.01%
151ISHARES TR4642876141,112$520,8720.01%
152COSTCO WHSL CORP NEW22160K105558$516,5020.01%
153SPDR SERIES TRUST78468R6635,540$508,2950.01%
154VALERO ENERGY CORPVLO2,975$506,5240.01%
155LOWES COS INC5486611071,921$482,7670.01%
156INGERSOLL RAND INCIR5,798$479,0310.01%
157CONSTELLATION ENERGY CORPCEG1,388$456,7490.01%
158CUMMINS INCCMI1,074$453,6250.01%
159RIDENOW GROUP INCRUMBW100,339$441,4920.01%
160ASSURANT INCAIZN2,036$440,9980.01%
161AMETEK INCAME2,313$434,8440.01%
162TRI CONTL CORP89543610312,720$432,4800.01%
163BRISTOL-MYERS SQUIBB COCELG-RI9,522$429,4420.01%
164CHART INDS INC16115Q3082,137$427,7210.01%
165FERRARI N VRACE881$427,4790.01%
166SCHLUMBERGER LTDSLB12,363$424,9160.01%
167GENERAL DYNAMICS CORPGD1,196$407,8360.01%
168VANGUARD WORLD FD92204A702544$406,1670.01%
169VANGUARD INDEX FDS9229087511,588$403,7970.01%
170TEXAS INSTRS INC8825081042,167$398,1430.01%
171VERALTO CORPVLTO3,726$397,2290.01%
172SPDR S&P MIDCAP 400 ETF TRMDY654$389,8040.01%
173FREEPORT-MCMORAN INCFCX9,872$387,1800.01%
174VANGUARD WORLD FD921910816953$383,5060.01%
175CRH PLCCRH3,144$376,9660.01%
176PHILIP MORRIS INTL INC7181721092,265$367,3830.01%
177CME GROUP INCCME1,322$357,1910.01%
178AUTOMATIC DATA PROCESSING INADP1,217$357,1900.01%
179GE AEROSPACE3696043011,187$357,0730.01%
180SCHWAB CHARLES CORPSCHW-PJ3,732$356,2940.01%
181FORTINET INCFTNT4,212$354,1450.01%
182NORTHROP GRUMMAN CORPNOC575$350,3590.01%
183ISHARES TR4642877211,773$347,2600.01%
184ISHARES TR46432F3882,740$342,6370.01%
185BLOCK INCBSQKZ4,564$329,8400.01%
186DIAMONDBACK ENERGY INCFANG2,299$328,9870.01%
187NORFOLK SOUTHN CORP6558441081,056$317,2330.01%
188ISHARES GOLD TRIAU4,348$316,4040.01%
189AFLAC INCAFL2,762$308,5150.01%
190ILLINOIS TOOL WKS INC4523081091,180$307,6970.01%
191CSX CORPCSX8,360$296,8640.01%
192DUKE ENERGY CORP NEWDUKB2,378$294,2780.01%
193VISTRA CORPVST1,501$294,0760.01%
194CROWDSTRIKE HLDGS INCCRWD598$293,2470.01%
195SOUTHERN COSOMN3,087$292,5550.01%
196ISHARES TR46435U8537,614$287,6570.01%
197SPDR GOLD TRGLD801$284,7310.01%
198ENTERGY CORP NEWENO3,046$283,8570.01%
199GOLDMAN SACHS GROUP INCGSCE356$283,5010.01%
200APPLIED MATLS INC0382221051,372$280,9030.01%
201QUALCOMM INCQCOM1,671$277,9880.01%
202CAMDEN PPTY TR1331311022,571$274,5310.01%
203ADVANCED MICRO DEVICES INCAMD1,690$273,4250.01%
204VANGUARD SPECIALIZED FUNDS9219088441,250$269,7380.01%
205EMCOR GROUP INCEME412$267,6100.01%
206LABCORP HOLDINGS INCLH910$261,2250.01%
207SELECT SECTOR SPDR TR81369Y6054,846$261,0540.01%
208HEWLETT PACKARD ENTERPRISE CHPE-PC10,580$259,8450.01%
209HUBSPOT INCHUBS545$254,9510.01%
210FEDEX CORPFDX1,073$253,0240.01%
211TOTALENERGIES SETTE4,233$252,6680.01%
212INVITATION HOMES INCINVH8,607$252,4430.01%
213NUCOR CORPNUE1,828$247,5660.01%
214SEAGATE TECHNOLOGY HLDNGS PLSE1,000$236,0600.00%
215SELECT SECTOR SPDR TR81369Y7041,525$235,2010.00%
216SELECT SECTOR SPDR TR81369Y2091,688$234,9190.00%
217COOPER COS INC2166485013,420$234,4750.00%
218ILLUMINA INCILMN2,456$233,2460.00%
219VANGUARD INDEX FDS922908629772$226,7670.00%
220SAN JUAN BASIN RTY TR79824110537,500$226,5000.00%
221MORGAN STANLEYMS-PQ1,422$226,0410.00%
222CARLISLE COS INC142339100680$223,6930.00%
223TARGET CORPTGT2,460$220,6620.00%
224CORNING INCGLW2,672$219,1840.00%
225INVESCO EXCH TRADED FD TR IIIVZ2,982$219,1170.00%
226PERMIAN BASIN RTY TR71423610612,000$219,0000.00%
227CVS HEALTH CORPCVS2,903$218,8570.00%
228ADOBE INCADBE614$216,5890.00%
229CURTISS WRIGHT CORPCW393$213,3750.00%
230AIR PRODS & CHEMS INCAIIR772$210,5400.00%
231CENTERPOINT ENERGY INCCNP5,322$206,4940.00%
232AUTOZONE INCAZO48$205,9320.00%
233UNITED PARCEL SERVICE INCUPS2,463$205,7340.00%
234ANGEL OAK FUNDS TRUST03463K73717,381$151,6490.00%