Sponsored

The Analysis of FIRST FINANCIAL BANKSHARES INC's Holdings & P&L

Currently, FIRST FINANCIAL BANKSHARES INC holds 201 types of securities in its portfolio with a total value $5.0B. In the most recent quarter, they have increased their positions in SEIC (+554.2K shares, valued at $43.5M), AMT (+139.3K shares, valued at $24.0M), MSFT (+63.2K shares, valued at $23.4M); decreased their positions in MU (-137.4K shares, valued at $46.4M), N/A (-65.3K shares, valued at $39.0M), WMT (-313.8K shares, valued at $39.0M); initiated new positions in SEIC (+554.2K shares, valued at $43.5M), EHC (+207.7K shares, valued at $20.1M), N/A (+71.0K shares, valued at $4.8M).

1M P&L

+149.5M+3.55%

3M P&L

+161.7M+3.85%

HY P&L

+470.2M+12.07%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.0B

25.8%

2Software - Infrastructure334.2M

8.5%

3Banks - Diversified332.0M

8.4%

Top Industries by Stock Count

1N/A46 stocks

24.9%

2Drug Manufacturers - General8 stocks

4.3%

3Semiconductors6 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP694.8K shares10.01%2026-03-312026-05-11

BROADCOM INC BROADCOM INC701.0K shares1.13%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO673.3K shares-8.68%2026-03-312026-05-11

BND VANGUARD BD INDEX FDS2.7M shares0.38%2026-03-312026-05-11

IJH ISHARES TR2.9M shares-1.90%2026-03-312026-05-11

AAPL APPLE INC734.1K shares0.56%2026-03-312026-05-11

ALPHABET INC ALPHABET INC634.8K shares-9.84%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON629.4K shares-11.28%2026-03-312026-05-11

Sponsored

VEA VANGUARD TAX-MANAGED FDS2.1M shares-0.55%2026-03-312026-05-11

CVX CHEVRON CORPORATION640.3K shares0.58%2026-03-312026-05-11

WMB WILLIAMS COS INC1.4M shares-0.58%2026-03-312026-05-11

MCD MCDONALDS CORP319.6K shares0.13%2026-03-312026-05-11

NEE NEXTERA ENERGY INC996.0K shares0.80%2026-03-312026-05-11

BLACKSTONE INC BLACKSTONE INC780.2K shares6.16%2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC743.6K shares2.07%2026-03-312026-05-11

NVDA NVIDIA CORPORATION499.8K shares5.29%2026-03-312026-05-11

Sponsored

PEP PEPSICO INC554.8K shares3.11%2026-03-312026-05-11

AEP AMERICAN ELEC PWR CO INC652.1K shares0.94%2026-03-312026-05-11

BAC BANK AMERICA CORP1.7M shares1.71%2026-03-312026-05-11

VCSH VANGUARD SCOTTSDALE FDS1.1M shares2.38%2026-03-312026-05-11

KO COCA COLA CO1.1M shares-0.15%2026-03-312026-05-11

META META PLATFORMS INC144.1K shares1.52%2026-03-312026-05-11

HON HONEYWELL INTL INC363.9K shares-0.01%2026-03-312026-05-11

CSCO CISCO SYS INC1.1M shares0.36%2026-03-312026-05-11

Sponsored

AMZN AMAZON COM INC393.7K shares16.63%2026-03-312026-05-11

AMGN AMGEN INC222.2K shares-0.07%2026-03-312026-05-11

VGSH VANGUARD SCOTTSDALE FDS1.3M shares2.23%2026-03-312026-05-11

EATON CORP PLC EATON CORP PLC210.0K shares-17.24%2026-03-312026-05-11

CITIGROUP INC CITIGROUP INC644.8K shares-0.42%2026-03-312026-05-11

AMT AMERICAN TOWER CORP394.6K shares54.59%2026-03-312026-05-11

BLACKROCK INC BLACKROCK INC69.0K shares0.43%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP108.5K shares-0.01%2026-03-312026-05-11

Sponsored

COP CONOCOPHILLIPS482.6K shares-18.03%2026-03-312026-05-11

MEDTRONIC PLC MEDTRONIC PLC719.4K shares1.54%2026-03-312026-05-11

LHX L3HARRIS TECHNOLOGIES INC168.7K shares-0.72%2026-03-312026-05-11

VWO VANGUARD INTL EQUITY INDEX F949.1K shares0.40%2026-03-312026-05-11

MU MICRON TECHNOLOGY INC145.0K shares-48.65%2026-03-312026-05-11

MDLZ MONDELEZ INTL INC844.9K shares7.95%2026-03-312026-05-11

NI NISOURCE INC1.0M shares-0.82%2026-03-312026-05-11

VMBS VANGUARD SCOTTSDALE FDS939.6K shares-0.94%2026-03-312026-05-11

Sponsored

NOW SERVICENOW INC420.2K shares69.92%2026-03-312026-05-11

SEIC SEI INVTS CO554.2K sharesnew addition2026-03-312026-05-11

HD HOME DEPOT INC131.0K shares2.53%2026-03-312026-05-11

XLU SELECT SECTOR SPDR TR903.2K shares-1.82%2026-03-312026-05-11

RF REGIONS FINANCIAL CORP NEW1.4M shares67.76%2026-03-312026-05-11

UNP UNION PAC CORP145.6K shares0.90%2026-03-312026-05-11

NVS NOVARTIS AG230.9K shares2.70%2026-03-312026-05-11

MA MASTERCARD INCORPORATED67.6K shares-3.26%2026-03-312026-05-11

Sponsored

KRE SPDR SERIES TRUST469.3K shares-4.71%2026-03-312026-05-11

IJR ISHARES TR230.0K shares0.36%2026-03-312026-05-11

VNQ VANGUARD INDEX FDS298.4K shares-2.10%2026-03-312026-05-11

ACDC PROFRAC HLDG CORP3.9M shares-0.58%2026-03-312026-05-11

VGLT VANGUARD SCOTTSDALE FDS420.5K shares1.11%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL47.7K shares2082.43%2026-03-312026-05-11

VCIT VANGUARD SCOTTSDALE FDS274.2K shares-0.05%2026-03-312026-05-11

SBUX STARBUCKS CORP241.8K shares4.86%2026-03-312026-05-11

Sponsored

IYT ISHARES TR287.6K shares-2.16%2026-03-312026-05-11

WMT WALMART INC169.3K shares-64.95%2026-03-312026-05-11

EHC ENCOMPASS HEALTH CORP207.7K sharesnew addition2026-03-312026-05-11

ORCL ORACLE CORP114.5K shares5.32%2026-03-312026-05-11

O REALTY INCOME CORP272.1K shares34.74%2026-03-312026-05-11

BKNG BOOKING HOLDINGS INC3.9K shares313.13%2026-03-312026-05-11

SPGI S&P GLOBAL INC31.9K shares0.39%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC46.8K shares15.50%2026-03-312026-05-11

Sponsored

UTHR UNITED THERAPEUTICS CORP DEL20.7K shares-1.54%2026-03-312026-05-11

PFE PFIZER INC433.6K shares16.61%2026-03-312026-05-11

ABT ABBOTT LABORATORIES116.1K shares3.35%2026-03-312026-05-11

XOM EXXON MOBIL CORP50.3K shares3.87%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS12.8K shares-83.62%2026-03-312026-05-11

EFA ISHARES TR77.5K shares2.25%2026-03-312026-05-11

UBER UBER TECHNOLOGIES INC94.9K shares28.21%2026-03-312026-05-11

PANW PALO ALTO NETWORKS INC38.1K shares4.53%2026-03-312026-05-11

Sponsored

IVV ISHARES TR9.3K shares-10.79%2026-03-312026-05-11

IWB ISHARES TR15.4K shares-0.22%2026-03-312026-05-11

ARE ALEXANDRIA REAL ESTATE EQ IN116.8K shares17.21%2026-03-312026-05-11

ISRG INTUITIVE SURGICAL INC11.4K shares1.83%2026-03-312026-05-11

VT VANGUARD INTL EQUITY INDEX F37.8K shares0.00%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T7.9K shares-3.46%2026-03-312026-05-11

NBIX NEUROCRINE BIOSCIENCES INC38.5K shares1.70%2026-03-312026-05-11

PSX PHILLIPS 6627.2K shares-5.69%2026-03-312026-05-11

Sponsored

ATLASSIAN CORPORATION ATLASSIAN CORPORATION71.0K sharesnew addition2026-03-312026-05-11

TSLA TESLA INC11.0K shares2.30%2026-03-312026-05-11

BIL SPDR SERIES TRUST43.9K shares574.67%2026-03-312026-05-11

KRP KIMBELL RTY PARTNERS LP270.2K shares13.98%2026-03-312026-05-11

ALPHABET INC ALPHABET INC11.0K shares-54.89%2026-03-312026-05-11

IEFA ISHARES TR34.4K shares0.00%2026-03-312026-05-11

KLAC KLA CORP1.9K shares-0.16%2026-03-312026-05-11

EEM ISHARES TR43.9K shares0.00%2026-03-312026-05-11

Sponsored

MAIN MAIN STR CAP CORP43.5K shares6.25%2026-03-312026-05-11

AGG ISHARES TR22.1K shares0.00%2026-03-312026-05-11

GE AEROSPACE GE AEROSPACE7.5K shares-1.08%2026-03-312026-05-11

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC26.3K sharesnew addition2026-03-312026-05-11

LAM RESEARCH CORP LAM RESEARCH CORP7.1K shares-1.08%2026-03-312026-05-11

HYCROFT MINING HOLDING CORP HYCROFT MINING HOLDING CORP40.5K sharesnew addition2026-03-312026-05-11

CAT CATERPILLAR INC1.9K shares-3.55%2026-03-312026-05-11

MCK MCKESSON CORP1.5K shares0.00%2026-03-312026-05-11

Sponsored

RTX RTX CORPORATION5.8K shares0.54%2026-03-312026-05-11

PB PROSPERITY BANCSHARES INC16.1K shares-2.71%2026-03-312026-05-11

T AT&T INC36.7K shares27.31%2026-03-312026-05-11

V VISA INC3.3K shares0.18%2026-03-312026-05-11

IWR ISHARES TR10.2K shares20.12%2026-03-312026-05-11

SMBC SOUTHERN MO BANCORP INC15.4K shares0.00%2026-03-312026-05-11

ABBV ABBVIE INC4.4K shares-4.90%2026-03-312026-05-11

SKEENA RES LTD NEW SKEENA RES LTD NEW30.3K sharesnew addition2026-03-312026-05-11

Sponsored

RSG REPUBLIC SVCS INC4.0K shares0.20%2026-03-312026-05-11

CHE CHEMED CORP NEW2.3K shares-0.04%2026-03-312026-05-11

MAR MARRIOTT INTL INC NEW2.6K shares0.00%2026-03-312026-05-11

LLY ELI LILLY & CO897 shares0.00%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR1.4K shares-10.51%2026-03-312026-05-11

SCHX SCHWAB STRATEGIC TR30.7K shares5.17%2026-03-312026-05-11

CL COLGATE PALMOLIVE CO8.9K shares-0.04%2026-03-312026-05-11

ET ENERGY TRANSFER L P39.1K sharesnew addition2026-03-312026-05-11

Sponsored

VLO VALERO ENERGY CORP3.0K shares0.00%2026-03-312026-05-11

RDNW RIDENOW GROUP INC100.3K shares0.00%2026-03-312026-05-11

PAGP PLAINS GP HLDGS L P28.8K shares0.00%2026-03-312026-05-11

GEV GE VERNOVA INC768 shares-4.12%2026-03-312026-05-11

TT TRANE TECHNOLOGIES PLC1.6K shares-36.16%2026-03-312026-05-11

DE DEERE & CO1.1K shares-1.06%2026-03-312026-05-11

CSX CSX CORP15.1K shares-1.76%2026-03-312026-05-11

TMO THERMO FISHER SCIENTIFIC INC1.3K shares-1.65%2026-03-312026-05-11

Sponsored

VZ VERIZON COMMUNICATIONS INC11.7K shares-1.72%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION577 shares6.85%2026-03-312026-05-11

CMI CUMMINS INC1.1K shares-1.03%2026-03-312026-05-11

NFLX NETFLIX INC.5.9K shares-3.27%2026-03-312026-05-11

VONG VANGUARD SCOTTSDALE FDS5.1K shares0.00%2026-03-312026-05-11

VTI VANGUARD INDEX FDS1.7K shares0.00%2026-03-312026-05-11

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC2.2K shares-12.19%2026-03-312026-05-11

HBM HUDBAY MINERALS INC24.7K sharesnew addition2026-03-312026-05-11

Sponsored

TGB TASEKO MINES LTD79.4K sharesnew addition2026-03-312026-05-11

LVS LAS VEGAS SANDS CORP8.9K shares-4.46%2026-03-312026-05-11

GLD SPDR GOLD TR1.1K shares37.45%2026-03-312026-05-11

VB VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-05-11

MSIF MSC INCOME FUND INC38.4K shares0.00%2026-03-312026-05-11

IWF ISHARES TR1.1K shares-11.37%2026-03-312026-05-11

NSC NORFOLK SOUTHN CORP1.5K shares2.73%2026-03-312026-05-11

FCX FREEPORT MCMORAN INC7.4K shares2.33%2026-03-312026-05-11

Sponsored

PG PROCTER & GAMBLE CO3.0K shares-1.04%2026-03-312026-05-11

SLB SLB LIMITED8.0K shares-18.15%2026-03-312026-05-11

MDY STATE STR SPDR S&P MIDCAP 40654 shares0.00%2026-03-312026-05-11

TY TRI CONTL CORP12.7K shares0.00%2026-03-312026-05-11

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.2K shares-1.52%2026-03-312026-05-11

LOW LOWES COS INC1.7K shares-9.31%2026-03-312026-05-11

FANG DIAMONDBACK ENERGY INC2.0K shares-1.87%2026-03-312026-05-11

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.9K shares-39.35%2026-03-312026-05-11

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.0K shares0.00%2026-03-312026-05-11

VLUE ISHARES TR2.7K shares-0.55%2026-03-312026-05-11

NOC NORTHROP GRUMMAN CORP565 shares0.00%2026-03-312026-05-11

RNR RENAISSANCERE HLDGS LTD1.3K shares-68.93%2026-03-312026-05-11

AMAT APPLIED MATLS INC1.1K shares-6.54%2026-03-312026-05-11

VGT VANGUARD WORLD FD544 shares0.00%2026-03-312026-05-11

TXN TEXAS INSTRS INC1.9K shares5.88%2026-03-312026-05-11

TSM TAIWAN SEMICONDUCTOR MANUFAC1.1K shares-2.72%2026-03-312026-05-11

Sponsored

MPC MARATHON PETE CORP1.5K shares-62.97%2026-03-312026-05-11

MGK VANGUARD WORLD FD953 shares0.00%2026-03-312026-05-11

GLW CORNING INC2.5K shares0.00%2026-03-312026-05-11

FTNT FORTINET INC4.2K shares-0.05%2026-03-312026-05-11

ETR ENTERGY CORP NEW3.0K shares0.00%2026-03-312026-05-11

CEG CONSTELLATION ENERGY CORP1.2K shares-3.47%2026-03-312026-05-11

VEEV VEEVA SYS INC1.9K shares0.00%2026-03-312026-05-11

NUE NUCOR CORP1.9K shares3.94%2026-03-312026-05-11

Sponsored

FDX FEDEX CORP889 shares-4.41%2026-03-312026-05-11

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.4K shares1.39%2026-03-312026-05-11

VEU VANGUARD INTL EQUITY INDEX F4.1K sharesnew addition2026-03-312026-05-11

PM PHILIP MORRIS INTL INC1.9K shares2.01%2026-03-312026-05-11

ITW ILLINOIS TOOL WKS INC1.2K shares0.68%2026-03-312026-05-11

BILS SPDR SERIES TRUST3.0K shares0.00%2026-03-312026-05-11

TGT TARGET CORP2.5K shares0.00%2026-03-312026-05-11

AFL AFLAC INC2.7K shares-2.46%2026-03-312026-05-11

Sponsored

AMD ADVANCED MICRO DEVICES INC1.4K shares-17.82%2026-03-312026-05-11

CRM SALESFORCE INC1.5K shares-2.67%2026-03-312026-05-11

UPS UNITED PARCEL SVCS INC2.8K shares13.20%2026-03-312026-05-11

AIZ ASSURANT INC1.2K shares-18.70%2026-03-312026-05-11

PBT PERMIAN BASIN RTY TR12.0K shares0.00%2026-03-312026-05-11

VO VANGUARD INDEX FDS883 shares0.00%2026-03-312026-05-11

SO SOUTHERN CO2.6K shares-25.28%2026-03-312026-05-11

VST VISTRA CORP1.7K shares0.00%2026-03-312026-05-11

Sponsored

XLV SELECT SECTOR SPDR TR1.7K shares0.00%2026-03-312026-05-11

XLI SELECT SECTOR SPDR TR1.5K shares-11.34%2026-03-312026-05-11

ADP AUTOMATIC DATA PROCESSING IN1.2K shares-0.17%2026-03-312026-05-11

BP BP PLC5.1K sharesnew addition2026-03-312026-05-11

XLF SELECT SECTOR SPDR TR4.8K shares0.00%2026-03-312026-05-11

COOPER COS INC COOPER COS INC3.3K shares0.00%2026-03-312026-05-11

CAVA CAVA GROUP INC2.9K shares-47.90%2026-03-312026-05-11

IAUM ISHARES GOLD TR5.0K shares0.00%2026-03-312026-05-11

Sponsored

CME CME GROUP INC788 shares-26.22%2026-03-312026-05-11

TPL TEXAS PACIFIC LAND CORPORATI490 sharesnew addition2026-03-312026-05-11

IYW ISHARES TR1.3K shares0.00%2026-03-312026-05-11

HPE HEWLETT PACKARD ENTERPRISE C9.7K shares-12.25%2026-03-312026-05-11

ETFS GOLD TR ETFS GOLD TR5.1K shares0.00%2026-03-312026-05-11

CPT CAMDEN PPTY TR2.3K shares-8.25%2026-03-312026-05-11

CRWD CROWDSTRIKE HLDGS INC576 shares-0.35%2026-03-312026-05-11

GS GOLDMAN SACHS GROUP INC265 shares-3.99%2026-03-312026-05-11

Sponsored

MSTR STRATEGY INC1.8K shares0.00%2026-03-312026-05-11

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.0K shares0.00%2026-03-312026-05-11

VTEB VANGUARD MUN BD FDS4.3K sharesnew addition2026-03-312026-05-11

HUBBELL INC HUBBELL INC439 shares-4.36%2026-03-312026-05-11

SCHW SCHWAB CHARLES CORP2.3K shares-2.49%2026-03-312026-05-11

QCOM QUALCOMM INC1.7K shares1.28%2026-03-312026-05-11

EMXC ISHARES INC2.6K shares-61.25%2026-03-312026-05-11

SJT SAN JUAN BASIN RTY TR37.5K shares0.00%2026-03-312026-05-11

Sponsored

MBS ANGEL OAK FUNDS TRUST17.4K shares0.00%2026-03-312026-05-11

MSFT

MICROSOFT CORP

10.01%

Shares694.8K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

1.13%

Shares701.0K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

-8.68%

Shares673.3K

Event2026-03-31

Filed2026-05-11

BND

VANGUARD BD INDEX FDS

0.38%

Shares2.7M

Event2026-03-31

Filed2026-05-11

IJH

ISHARES TR

-1.90%

Shares2.9M

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

0.56%

Shares734.1K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-9.84%

Shares634.8K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

-11.28%

Shares629.4K

Event2026-03-31

Filed2026-05-11

VEA

VANGUARD TAX-MANAGED FDS

-0.55%

Shares2.1M

Event2026-03-31

Filed2026-05-11

CVX

CHEVRON CORPORATION

0.58%

Shares640.3K

Event2026-03-31

Filed2026-05-11

WMB

WILLIAMS COS INC

-0.58%

Shares1.4M

Event2026-03-31

Filed2026-05-11

MCD

MCDONALDS CORP

0.13%

Shares319.6K

Event2026-03-31

Filed2026-05-11

NEE

NEXTERA ENERGY INC

0.80%

Shares996.0K

Event2026-03-31

Filed2026-05-11

BLACKSTONE INC

6.16%

Shares780.2K

Event2026-03-31

Filed2026-05-11

MERCK & CO INC

2.07%

Shares743.6K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

5.29%

Shares499.8K

Event2026-03-31

Filed2026-05-11

PEP

PEPSICO INC

3.11%

Shares554.8K

Event2026-03-31

Filed2026-05-11

AEP

AMERICAN ELEC PWR CO INC

0.94%

Shares652.1K

Event2026-03-31

Filed2026-05-11

BAC

BANK AMERICA CORP

1.71%

Shares1.7M

Event2026-03-31

Filed2026-05-11

VCSH

VANGUARD SCOTTSDALE FDS

2.38%

Shares1.1M

Event2026-03-31

Filed2026-05-11

COCA COLA CO

-0.15%

Shares1.1M

Event2026-03-31

Filed2026-05-11