FIRST FINANCIAL BANKSHARES INC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$4.5B

Holdings

205

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (205 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
629,999$313.4M7.02%
2
JPMJPMORGAN CHASE & CO.
791,817$229.6M5.14%
3
AVGOBROADCOM INC
795,369$219.2M4.91%
4
BNDVANGUARD BD INDEX FDS
2,531,249$186.4M4.17%
5
IJHISHARES TR
2,740,978$170.0M3.81%
6
AAPLAPPLE INC
723,361$148.4M3.32%
7
GOOGLALPHABET INC
716,784$126.3M2.83%
8
VEAVANGUARD TAX-MANAGED FDS
2,162,894$123.3M2.76%
9
BXBLACKSTONE INC
728,911$109.0M2.44%
10
JNJJOHNSON & JOHNSON
683,356$104.4M2.34%
11
WMBWILLIAMS COS INC
1,468,416$92.2M2.07%
12
MCDMCDONALDS CORP
312,870$91.4M2.05%
13
CVXCHEVRON CORP NEW
630,840$90.3M2.02%
14
ETNEATON CORP PLC
246,419$88.0M1.97%
15
NVDANVIDIA CORPORATION
526,465$83.2M1.86%
16
HONHONEYWELL INTL INC
354,536$82.6M1.85%
17
VCSHVANGUARD SCOTTSDALE FDS
998,636$79.4M1.78%
18
BACBANK AMERICA CORP
1,670,739$79.1M1.77%
19
AMZNAMAZON COM INC
337,148$74.0M1.66%
20
CSCOCISCO SYS INC
1,054,179$73.1M1.64%
21
BLKBLACKROCK INC
68,897$72.3M1.62%
22
VGSHVANGUARD SCOTTSDALE FDS
1,217,708$71.6M1.60%
23
PEPPEPSICO INC
528,451$69.8M1.56%
24
AEPAMERICAN ELEC PWR CO INC
628,939$65.3M1.46%
25
KOCOCA COLA CO
922,172$65.2M1.46%
26
NEENEXTERA ENERGY INC
934,088$64.8M1.45%
27
AMGNAMGEN INC
218,870$61.1M1.37%
28
MDTMEDTRONIC PLC
675,992$58.9M1.32%
29
METAMETA PLATFORMS INC
78,469$57.9M1.30%
30
TRVCCITIGROUP INC
669,999$57.0M1.28%
31
MRKMERCK & CO INC
707,821$56.0M1.26%
32
MDLZMONDELEZ INTL INC
797,228$53.8M1.20%
33
COPCONOCOPHILLIPS
583,288$52.3M1.17%
34
LMTLOCKHEED MARTIN CORP
111,097$51.5M1.15%
35
WMTWALMART INC
496,202$48.5M1.09%
36
AREALEXANDRIA REAL ESTATE EQ IN
660,182$47.9M1.07%
37
VWOVANGUARD INTL EQUITY INDEX F
959,147$47.4M1.06%
38
HDHOME DEPOT INC
126,939$46.5M1.04%
39
VMBSVANGUARD SCOTTSDALE FDS
922,412$42.7M0.96%
40
LHXL3HARRIS TECHNOLOGIES INC
170,149$42.7M0.96%
41
NINISOURCE INC
1,000,888$40.4M0.90%
42
MAMASTERCARD INCORPORATED
66,183$37.2M0.83%
43
XLUSELECT SECTOR SPDR TR
449,564$36.7M0.82%
44
IJRISHARES TR
279,828$30.6M0.69%
45
AMTAMERICAN TOWER CORP NEW
134,982$29.8M0.67%
46
NVSNNOVARTIS AG
221,898$26.9M0.60%
47
NOWSERVICENOW INC
26,017$26.7M0.60%
48
ACDCPROFRAC HLDG CORP
3,231,733$25.1M0.56%
49
LVLNSPDR SERIES TRUST
390,811$23.2M0.52%
50
ORCLORACLE CORP
102,876$22.5M0.50%
51
VCITVANGUARD SCOTTSDALE FDS
267,306$22.2M0.50%
52
CRMSALESFORCE INC
80,039$21.8M0.49%
53
SBUXSTARBUCKS CORP
237,434$21.8M0.49%
54
SLBSCHLUMBERGER LTD
616,508$20.8M0.47%
55
UNPUNION PAC CORP
90,008$20.7M0.46%
56
IYTISHARES TR
275,743$18.9M0.42%
57
VNQVANGUARD INDEX FDS
209,468$18.7M0.42%
58
VGLTVANGUARD SCOTTSDALE FDS
330,654$18.6M0.42%
59
ADBEADOBE INC
47,026$18.2M0.41%
60
CMCSACOMCAST CORP NEW
461,627$16.5M0.37%
61
SPGIS&P GLOBAL INC
29,868$15.7M0.35%
62
ABTABBOTT LABS
110,820$15.1M0.34%
63
MUMICRON TECHNOLOGY INC
115,974$14.3M0.32%
64
UNHUNITEDHEALTH GROUP INC
40,838$12.7M0.29%
65
OREALTY INCOME CORP
191,028$11.0M0.25%
66
PFEPFIZER INC
417,547$10.1M0.23%
67
CPTCAMDEN PPTY TR
85,584$9.6M0.22%
68
AESAES CORP
757,280$8.0M0.18%
69
PANWPALO ALTO NETWORKS INC
35,709$7.3M0.16%
70
UBERUBER TECHNOLOGIES INC
77,343$7.2M0.16%
71
VOOVANGUARD INDEX FDS
12,414$7.1M0.16%
72
EFAISHARES TR
74,933$6.7M0.15%
73
XOMEXXON MOBIL CORP
57,335$6.2M0.14%
74
SPYSPDR S&P 500 ETF TR
8,899$5.5M0.12%
75
IWBISHARES TR
15,483$5.3M0.12%
76
BKNGBOOKING HOLDINGS INC
870$5.0M0.11%
77
FTKFLOTEK INDS INC DEL
290,000$4.3M0.10%
78
GOOGALPHABET INC
23,863$4.2M0.09%
79
AQLTISHARES TR
48,759$4.1M0.09%
80
UTHUNITED THERAPEUTICS CORP DEL
14,124$4.1M0.09%
81
INCYINCYTE CORP
58,002$3.9M0.09%
82
BRK/BBERKSHIRE HATHAWAY INC DEL
7,568$3.7M0.08%
83
NBIXNEUROCRINE BIOSCIENCES INC
28,578$3.6M0.08%
84
ISRGINTUITIVE SURGICAL INC
6,422$3.5M0.08%
85
LRCXLAM RESEARCH CORP
35,700$3.5M0.08%
86
TSLATESLA INC
10,149$3.2M0.07%
87
FANGDIAMONDBACK ENERGY INC
22,167$3.0M0.07%
88
TAT&T INC
103,287$3.0M0.07%
89
EQTEQT CORP
45,000$2.6M0.06%
90
IVVISHARES TR
3,969$2.5M0.06%
91
MAINMAIN STR CAP CORP
39,851$2.4M0.05%
92
CNRCORE NATURAL RESOURCES INC
32,961$2.3M0.05%
93
EMXCISHARES INC
35,520$2.2M0.05%
94
GEVGE VERNOVA INC
4,207$2.2M0.05%
95
EEMISHARES TR
43,894$2.1M0.05%
96
HCAHCA HEALTHCARE INC
5,395$2.1M0.05%
97
ODFLOLD DOMINION FREIGHT LINE IN
12,017$1.9M0.04%
98
SFSTIFEL FINL CORP
18,033$1.9M0.04%
99
KLACKLA CORP
2,034$1.8M0.04%
100
PINSPINTEREST INC
50,000$1.8M0.04%
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