First Financial Bankshares Top Holdings and 13F Report (2025) About First Financial BanksharesFirst Financial Bankshares NASDAQ: FFIN has filed 13-F forms with the SEC as an investor. First Financial Bankshares is itself a publicly traded company. For more information on First Financial Bankshares stock, visit the First Financial Bankshares stock profile here.Investment ActivityFirst Financial Bankshares has $4.46 billion in total holdings as of June 30, 2025.First Financial Bankshares owns shares of 205 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 5.50% of the portfolio was purchased this quarter.About 15.95% of the portfolio was sold this quarter.This quarter, First Financial Bankshares has purchased 172 new stocks and bought additional shares in 87 stocks.First Financial Bankshares sold shares of 33 stocks and completely divested from 13 stocks this quarter.Largest Holdings Microsoft $313,367,803JPMorgan Chase & Co. $229,555,666Broadcom $219,243,465Vanguard Total Bond Market ETF $186,375,864iShares Core S&P Mid-Cap ETF $169,995,456 Largest New Holdings this Quarter 595112103 - Micron Technology $14,293,796 Holding343389409 - FLOTEK INDS INC DEL $4,280,400 Holding25278X109 - Diamondback Energy $3,045,746 Holding00206R102 - AT&T $2,989,126 Holding26884L109 - EQT $2,624,400 Holding Largest Purchases this Quarter ProFrac 3,219,733 shares (about $24.99M)Alexandria Real Estate Equities 323,433 shares (about $23.49M)Alphabet 116,125 shares (about $20.46M)NVIDIA 108,883 shares (about $17.20M)Micron Technology 115,974 shares (about $14.29M) Largest Sales this Quarter Mondelez International 337,905 shares (about $22.79M)Invitation Home 517,316 shares (about $16.97M)Advanced Micro Devices 86,751 shares (about $12.31M)Apple 45,161 shares (about $9.27M)Vanguard Real Estate ETF 98,645 shares (about $8.79M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFirst Financial Bankshares Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$313,367,803$1,580,769 ▲0.5%629,9997.0%Computer and TechnologyJPMJPMorgan Chase & Co.$229,555,666$1,515,649 ▲0.7%791,8175.1%FinanceAVGOBroadcom$219,243,465$1,489,337 ▼-0.7%795,3694.9%Computer and TechnologyBNDVanguard Total Bond Market ETF$186,375,864$5,381,690 ▲3.0%2,531,2494.2%ETFIJHiShares Core S&P Mid-Cap ETF$169,995,456$3,994,150 ▲2.4%2,740,9783.8%ETFAAPLApple$148,411,977$9,265,682 ▼-5.9%723,3613.3%Computer and TechnologyGOOGLAlphabet$126,318,844$20,464,709 ▲19.3%716,7842.8%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$123,306,587$163,448 ▲0.1%2,162,8942.8%ETFBXBlackstone$109,030,507$70,602 ▲0.1%728,9112.4%FinanceJNJJohnson & Johnson$104,382,630$1,569,201 ▲1.5%683,3562.3%MedicalWMBWilliams Companies$92,231,209$1,074,805 ▼-1.2%1,468,4162.1%EnergyMCDMcDonald's$91,411,228$123,296 ▼-0.1%312,8702.0%Retail/WholesaleCVXChevron$90,329,979$790,838 ▲0.9%630,8402.0%EnergyETNEaton$87,969,119$11,159,507 ▲14.5%246,4192.0%IndustrialsNVDANVIDIA$83,176,206$17,202,425 ▲26.1%526,4651.9%Computer and TechnologyHONHoneywell International$82,564,343$300,182 ▲0.4%354,5361.8%Multi-Sector ConglomeratesVCSHVanguard Short-Term Corporate Bond ETF$79,391,563$720,906 ▼-0.9%998,6361.8%ETFBACBank of America$79,059,369$322,959 ▲0.4%1,670,7391.8%FinanceAMZNAmazon.com$73,966,900$4,772,171 ▲6.9%337,1481.7%Retail/WholesaleCSCOCisco Systems$73,138,939$3,589,513 ▲5.2%1,054,1791.6%Computer and TechnologyBLACKROCK INC$72,290,177$437,537 ▼-0.6%68,8971.6%COMVGSHVanguard Short-Term Treasury ETF$71,576,877$2,284,250 ▲3.3%1,217,7081.6%ETFPEPPepsiCo$69,776,670$8,946,370 ▲14.7%528,4511.6%Consumer StaplesAEPAmerican Electric Power$65,258,711$786,916 ▲1.2%628,9391.5%UtilitiesKOCocaCola$65,243,669$759,784 ▲1.2%922,1721.5%Consumer StaplesNEENextEra Energy$64,844,389$10,243,823 ▲18.8%934,0881.5%UtilitiesAMGNAmgen$61,110,693$207,174 ▼-0.3%218,8701.4%MedicalMDTMedtronic$58,926,223$916,767 ▲1.6%675,9921.3%MedicalMETAMeta Platforms$57,917,185$376,426 ▲0.7%78,4691.3%Computer and TechnologyCCitigroup$57,030,314$159,855 ▲0.3%669,9991.3%Financial ServicesMRKMerck & Co., Inc.$56,031,110$1,076,418 ▲2.0%707,8211.3%MedicalMDLZMondelez International$53,765,057$22,788,313 ▼-29.8%797,2281.2%Consumer StaplesCOPConocoPhillips$52,344,265$653,576 ▲1.3%583,2881.2%EnergyLMTLockheed Martin$51,453,465$555,768 ▼-1.1%111,0971.2%AerospaceWMTWalmart$48,518,631$11,342 ▼0.0%496,2021.1%Retail/WholesaleAREAlexandria Real Estate Equities$47,949,018$23,490,938 ▲96.0%660,1821.1%FinanceVWOVanguard FTSE Emerging Markets ETF$47,439,411$251,306 ▲0.5%959,1471.1%ETFHDHome Depot$46,540,915$258,848 ▲0.6%126,9391.0%Retail/WholesaleVMBSVanguard Mortgage-Backed Securities ETF$42,744,572$1,464,298 ▲3.5%922,4121.0%ETFLHXL3Harris Technologies$42,680,175$2,140,919 ▲5.3%170,1491.0%AerospaceNINiSource$40,375,822$90,886 ▲0.2%1,000,8880.9%UtilitiesMAMastercard$37,190,875$61,251 ▲0.2%66,1830.8%Business ServicesXLUUtilities Select Sector SPDR Fund$36,711,396$647,972 ▲1.8%449,5640.8%ETFIJRiShares Core S&P Small-Cap ETF$30,582,402$4,158,157 ▲15.7%279,8280.7%ETFAMTAmerican Tower$29,833,722$630,791 ▲2.2%134,9820.7%FinanceNVSNovartis$26,851,877$542,004 ▲2.1%221,8980.6%MedicalNOWServiceNow$26,747,558$25,702 ▲0.1%26,0170.6%Computer and TechnologyACDCProFrac$25,078,248$24,985,128 ▲26,831.1%3,231,7330.6%EnergyKRESPDR S&P Regional Banking ETF$23,210,265$110,822 ▲0.5%390,8110.5%ETFORCLOracle$22,491,780$155,009 ▲0.7%102,8760.5%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$22,165,013$689,480 ▲3.2%267,3060.5%ETFCRMSalesforce$21,825,835$749,079 ▲3.6%80,0390.5%Computer and TechnologySBUXStarbucks$21,756,077$261,512 ▲1.2%237,4340.5%Retail/WholesaleSLBSchlumberger$20,837,971$2,159,888 ▲11.6%616,5080.5%EnergyUNPUnion Pacific$20,709,041$508,707 ▲2.5%90,0080.5%TransportationIYTiShares U.S. Transportation ETF$18,899,425$252,501 ▲1.4%275,7430.4%ETFVNQVanguard Real Estate ETF$18,655,220$8,785,324 ▼-32.0%209,4680.4%ETFVGLTVanguard Long-Term Treasury ETF$18,556,303$5,059,443 ▲37.5%330,6540.4%ETFADBEAdobe$18,193,418$560,202 ▲3.2%47,0260.4%Computer and TechnologyCMCSAComcast$16,475,468$277,133 ▲1.7%461,6270.4%Consumer DiscretionarySPGIS&P Global$15,749,098$29,001 ▲0.2%29,8680.4%FinanceABTAbbott Laboratories$15,072,628$15,505 ▲0.1%110,8200.3%MedicalMUMicron Technology$14,293,796$14,293,796 ▲New Holding115,9740.3%Computer and TechnologyUNHUnitedHealth Group$12,740,231$538,772 ▲4.4%40,8380.3%MedicalORealty Income$11,005,123$73,165 ▲0.7%191,0280.2%FinancePFEPfizer$10,121,339$33,378 ▲0.3%417,5470.2%MedicalCPTCamden Property Trust$9,644,461$74,601 ▲0.8%85,5840.2%FinanceAESAES$7,966,586$1,476,114 ▲22.7%757,2800.2%UtilitiesPANWPalo Alto Networks$7,307,490$146,932 ▼-2.0%35,7090.2%Computer and TechnologyUBERUber Technologies$7,216,102$45,530 ▼-0.6%77,3430.2%Computer and TechnologyVOOVanguard S&P 500 ETF$7,051,524$3,315,023 ▼-32.0%12,4140.2%ETFEFAiShares MSCI EAFE ETF$6,698,2610.0%74,9330.2%FinanceXOMExxon Mobil$6,180,713$25,549 ▼-0.4%57,3350.1%EnergySPYSPDR S&P 500 ETF Trust$5,498,247$2,590,645 ▲89.1%8,8990.1%FinanceIWBiShares Russell 1000 ETF$5,257,562$13,243 ▲0.3%15,4830.1%ETFBKNGBooking$5,036,639$11,578 ▲0.2%8700.1%Retail/WholesaleFLOTEK INDS INC DEL$4,280,400$4,280,400 ▲New Holding290,0000.1%COM NEWGOOGAlphabet$4,233,058$2,378,800 ▲128.3%23,8630.1%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$4,070,401$3,387,869 ▲496.4%48,7590.1%ETFUTHRUnited Therapeutics$4,058,531$102,009 ▲2.6%14,1240.1%MedicalINCYIncyte$3,949,936$5,516 ▲0.1%58,0020.1%MedicalBRK.BBerkshire Hathaway$3,676,307$2,554,664 ▲227.8%7,5680.1%FinanceNBIXNeurocrine Biosciences$3,591,969$101,432 ▲2.9%28,5780.1%MedicalISRGIntuitive Surgical$3,489,779$105,422 ▼-2.9%6,4220.1%MedicalLAM RESEARCH CORP$3,475,038$4,770 ▼-0.1%35,7000.1%COM NEWTSLATesla$3,223,931$543,199 ▲20.3%10,1490.1%Auto/Tires/TrucksFANGDiamondback Energy$3,045,746$3,045,746 ▲New Holding22,1670.1%EnergyTAT&T$2,989,126$2,989,126 ▲New Holding103,2870.1%Computer and TechnologyEQTEQT$2,624,400$2,624,400 ▲New Holding45,0000.1%EnergyIVViShares Core S&P 500 ETF$2,464,352$1,543,557 ▼-38.5%3,9690.1%ETFMAINMain Street Capital$2,355,1940.0%39,8510.1%FinanceCORE NATURAL RESOURCES INC$2,298,700$2,298,700 ▲New Holding32,9610.1%(blank)EMXCiShares MSCI Emerging Markets ex China ETF$2,242,733$2,242,733 ▲New Holding35,5200.1%ManufacturingGE VERNOVA INC$2,226,134$2,226,134 ▲New Holding4,2070.0%COMEEMiShares MSCI Emerging Markets ETF$2,117,4470.0%43,8940.0%FinanceHCAHCA Healthcare$2,066,825$2,066,825 ▲New Holding5,3950.0%MedicalODFLOld Dominion Freight Line$1,950,359$1,950,359 ▲New Holding12,0170.0%TransportationSFStifel Financial$1,871,465$81,986 ▲4.6%18,0330.0%FinanceKLACKLA$1,821,935$379,794 ▼-17.2%2,0340.0%Computer and TechnologyPINSPinterest$1,793,000$1,793,000 ▲New Holding50,0000.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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