FIRST FINANCIAL BANKSHARES INC

Q3 2025 13F-HR Detailed Holdings

Location
Abilene, TX
Holdings as of
9/30/2025
Date filed
11/10/2025
Form type
13F-HR
Num holdings
234
Total value ($000)
$4,867,973
Net value change ($000)
+403,516 (9.0%)
New positions
48
Sold out positions
19
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 8/14/2025 Next filing: 2/12/2026 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 50,055 39.6%
AAPL 38,595 26.0%
AVGO 37,113 16.9%
MU 34,452 241.0%
JNJ 24,274 23.3%
AMT 23,345 78.2%
NOW 17,725 66.3%
BX 13,949 12.8%
MSFT 12,617 4.0%
NVDA 11,949 14.4%
Top Reduces (Value $000, Stocks/ETFs)
SLB -20,413 -98.0%
CRM -19,622 -89.9%
ADBE -17,976 -98.8%
ACDC -9,520 -38.0%
CPT -9,369 -97.1%
HON -7,438 -9.0%
INCY -3,950 -100.0%
IJR -3,433 -11.2%
AES -2,973 -37.3%
FANG -2,717 -89.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 First Financial Trust & Asset Management Company