FIRST FINANCIAL BANKSHARES INC

Q2 2026 13F-HR Holdings

Location
Abilene, TX
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
210
Total value ($000)
$5,343,591
Net value change ($000)
+392,468 (7.9%)
New positions
18
Sold out positions
9
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MU 81,232 165.9%
GOOGL 46,706 25.6%
AVGO 44,193 20.4%
CSCO 39,509 48.1%
IJH 32,243 16.7%
FSCC 27,557 NEW
AAPL 26,827 14.4%
IJR 23,400 81.8%
JPM 22,792 11.5%
NVDA 16,712 19.2%
Top Reduces (Value $000, Stocks/ETFs)
HON -82,263 -100.0%
CVX -25,343 -19.1%
XLU -13,862 -33.4%
COP -13,444 -21.1%
SPGI -13,348 -98.4%
VMBS -11,470 -26.0%
PEP -9,458 -11.0%
LMT -8,881 -13.5%
LHX -8,544 -14.7%
BND -5,158 -2.6%
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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type