Q2 2026 13F · SEC CIK 36029

First Financial Bankshares Inc

Bank & trustFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $5.3B
Reported positions: 210
Top holdings a year, 3 yrs: +12.7%
Average holding period: 2.6 yrs

First Financial Bankshares Inc is a bank & trust that reported 210 positions worth $5.3B in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Microsoft Corp (MSFT, 5.0%), Broadcom Inc (AVGO, 4.9%), Alphabet Inc (GOOGL, 4.3%). A portfolio copying its top holdings returned 12.7% a year over the last 3 years, against 16.5% for the S&P 500.

First Financial Bankshares Inc holdings largest 50 of 210 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

First Financial Bankshares Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MSFTMicrosoft Corp	5.0%	5.2%	722,473	+4.0%	$269.5M
AVGOBroadcom Inc	4.9%	4.4%	691,324	-1.4%	$261.1M
GOOGLAlphabet Inc	4.3%	3.7%	641,522	+1.1%	$229.3M
IJHIshares Tr	4.2%	3.9%	2,927,410	+2.2%	$225.7M
JPMJpmorgan Chase & Co	4.1%	4.0%	674,682	+0.2%	$220.8M
AAPLApple Inc	4.0%	3.8%	736,559	+0.3%	$213.1M
BNDVanguard Bd Index Fds	3.6%	3.9%	2,593,332	-2.3%	$190.4M
JNJJohnson & Johnson	3.0%	3.1%	638,883	+1.5%	$162.3M
VEAVanguard Ftse Developed Markets Index Fu	2.8%	2.7%	2,106,653	+0.4%	$150.1M
MUMicron Technology Inc	2.4%	1.0%	112,800	-22.2%	$130.2M
CSCOCisco Sys Inc	2.3%	1.7%	1,035,061	-2.1%	$121.6M
CVXChevron Corporation	2.0%	2.7%	646,295	+0.9%	$107.1M
WMBWilliams Cos	2.0%	2.1%	1,435,873	+0.2%	$106.7M
NVDANvidia Corporation	1.9%	1.8%	519,194	+3.9%	$103.9M
BACBank of Amer Corp	1.9%	1.7%	1,753,292	+0.4%	$99.9M
MCDMcdonalds Corp	1.8%	2.0%	362,689	+13.5%	$98.0M
MRKMerck & Co Inc	1.8%	1.8%	752,788	+1.2%	$96.7M
AMZNAmazon Com Inc	1.8%	1.7%	399,513	+1.5%	$95.2M
BXBlackstone Inc	1.7%	1.8%	779,459	-0.1%	$91.7M
AEPAmerican Elec Pwr Co Inc	1.7%	1.7%	657,656	+0.8%	$90.0M
ETNEaton Corp PLC	1.7%	1.5%	210,897	+0.4%	$89.9M
KOCoca Cola Co	1.7%	1.7%	1,096,417	+1.0%	$89.1M
NEENextera Energy Inc	1.7%	1.9%	1,011,628	+1.6%	$88.8M
CCitigroup Inc	1.7%	1.5%	633,576	-1.7%	$88.7M
VCSHVanguard Scottsdale Fds	1.6%	1.7%	1,077,848	+2.6%	$85.2M
METAMeta Platforms Inc	1.6%	1.7%	148,035	+2.7%	$83.4M
AMGNAmgen Inc	1.5%	1.6%	224,652	+1.1%	$81.4M
VGSHVanguard Scottsdale Fds	1.5%	1.6%	1,356,427	+1.9%	$78.9M
PEPPepsico Inc	1.4%	1.7%	566,395	+2.1%	$76.7M
BLKBlackrock Inc	1.3%	1.3%	69,577	+0.8%	$66.9M
AMTAmerican Tower Corp	1.2%	1.4%	399,557	+1.3%	$65.4M
MDTMedtronic PLC	1.1%	1.3%	752,965	+4.7%	$58.9M
VWOVanguard Intl Equity Index F	1.1%	1.0%	969,922	+2.2%	$57.9M
LMTLockheed Martin Corp	1.1%	1.3%	111,296	+2.6%	$56.7M
IJRIshares Tr	1.0%	0.6%	350,599	+52.4%	$52.0M
COPConocophillips	0.9%	1.3%	483,440	+0.2%	$50.3M
LHXL3harris Technologies Inc	0.9%	1.2%	170,997	+1.3%	$49.7M
MDLZMondelez International	0.9%	1.0%	850,102	+0.6%	$49.2M
SEICSei Invts Co	0.9%	0.9%	552,780	-0.3%	$48.5M
NOWServicenow Inc	0.9%	0.9%	480,661	+14.4%	$47.7M
NINiSource Inc	0.9%	0.9%	991,625	-0.9%	$47.2M
HDHome Depot Inc	0.9%	0.9%	132,744	+1.3%	$46.8M
RFRegions Financial Corp New	0.8%	0.7%	1,422,410	+0.6%	$43.0M
UNPUnion Pac Corp	0.7%	0.7%	146,588	+0.7%	$39.9M
NVSNovartis AG	0.7%	0.7%	234,315	+1.5%	$36.7M
BRK-BBerkshire Hathaway Inc Del	0.7%	—	72,169	—	$36.1M
KRESpdr Series Trust	0.7%	0.6%	481,339	+2.6%	$36.0M
MAMastercard Incorporated	0.7%	0.7%	69,788	+3.2%	$35.8M
VMBSVanguard Scottsdale Fds	0.6%	0.9%	697,422	-25.8%	$32.6M
VNQVanguard Index Fds	0.5%	—	302,072	—	$29.1M

What First Financial Bankshares Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +9.6% /yr; S&P 500 +11.7%
3 years: +12.7% /yr; S&P 500 +16.5%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$5.3B	210
Q1 2026	$5.0B	201
Q4 2025	$5.0B	212
Q3 2025	$4.9B	234
Q2 2025	$4.5B	205
Q1 2025	$4.6B	172
Q4 2024	$4.6B	170
Q3 2024	$4.8B	181
Q2 2024	$4.4B	176
Q1 2024	$4.4B	193
Q4 2023	$4.2B	188

Questions about First Financial Bankshares Inc's portfolio

What stocks does First Financial Bankshares Inc own?

First Financial Bankshares Inc's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 210 positions worth $5.3B. The largest are Microsoft Corp (MSFT) at 5.0%, Broadcom Inc (AVGO) at 4.9%, Alphabet Inc (GOOGL) at 4.3%, Ishares Tr (IJH) at 4.2% and Jpmorgan Chase & Co (JPM) at 4.1%.

What did First Financial Bankshares Inc buy last quarter?

In Q2 2026, First Financial Bankshares Inc added Ishares Tr (IJR) (+52.4% shares), Servicenow Inc (NOW) (+14.4% shares) and Mcdonalds Corp (MCD) (+13.5% shares), compared with its Q1 2026 filing.

What did First Financial Bankshares Inc sell last quarter?

In Q2 2026, First Financial Bankshares Inc cut from its top 50 Honeywell Intl. Inc (HON), cut from its top 50 Select Sector Spdr Tr (XLU), Vanguard Scottsdale Fds (VMBS) (-25.8% shares) and Micron Technology Inc (MU) (-22.2% shares), compared with its Q1 2026 filing.

How has First Financial Bankshares Inc's portfolio performed?

A portfolio copying First Financial Bankshares Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.7% a year over the last 3 years, against +16.5% for the S&P 500. Over 1 year: +9.6% against +11.7%.

When is First Financial Bankshares Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. First Financial Bankshares Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.