FIRST FINANCIAL BANKSHARES INC

Q3 2026 13F-HR Holdings

Location
Abilene, TX
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
230
Total value ($000)
$5,567,366
Net value change ($000)
+223,775 (4.2%)
New positions
39
Sold out positions
19
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)

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

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 102,298 38.0%
SNDK 40,399 NEW
HON 40,310 NEW
AAPL 35,165 16.5%
SAP 32,576 NEW
XYL 26,284 NEW
META 25,257 30.3%
CVX 24,806 23.2%
NVDA 18,398 17.7%
MRK 13,238 13.7%
Top Reduces (Value $000, Stocks/ETFs)
CSCO -32,968 -27.1%
AMGN -32,827 -40.4%
AVGO -15,711 -6.0%
MCD -14,339 -14.6%
IJH -11,903 -5.3%
AEP -11,576 -12.9%
WMB -10,301 -9.7%
PFE -9,834 -93.1%
MU -9,708 -7.5%
NI -8,462 -17.9%
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