First Financial Bankshares Top Holdings and 13F Report (2026)

About First Financial Bankshares

First Financial Bankshares NASDAQ: FFIN has filed 13-F forms with the SEC as an investor. First Financial Bankshares is itself a publicly traded company. First Financial Bankshares, Inc. is a regional bank holding company headquartered in Cincinnati, Ohio. Through its primary subsidiary, First Financial Bank, the company offers a full suite of banking products and services to individual, small business and commercial clients. With roots dating back to 1863, First Financial has cultivated a strong community banking heritage, combining personalized service with modern financial solutions. For more information on First Financial Bankshares stock, visit the First Financial Bankshares stock profile here.

Investment Activity

First Financial Bankshares has $5.34 billion in total holdings as of June 30, 2026.
First Financial Bankshares owns shares of 210 different stocks, but just 37 companies or ETFs make up 80% of its holdings.
Approximately 3.58% of the portfolio was purchased this quarter.
About 3.52% of the portfolio was sold this quarter.
This quarter, First Financial Bankshares has purchased 201 new stocks and bought additional shares in 78 stocks.
First Financial Bankshares sold shares of 66 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Microsoft: $269,496,879
Broadcom: $261,147,641
Alphabet: $229,260,717
iShares Core S&P Mid-Cap ETF: $225,732,585
JPMorgan Chase & Co.: $220,843,659

Largest New Holdings this Quarter

31423L602 - FEDERATED HERMES ETF TRUST: $27,556,857 Holding
05613H803 - BNY MELLON ETF TRUST II: $1,337,441 Holding
459200101 - International Business Machines: $709,212 Holding
436893200 - Home BancShares: $465,508 Holding
808524755 - Schwab Fundamental International Equity ETF: $377,498 Holding

Largest Purchases this Quarter

FEDERATED HERMES ETF TRUST: 738,196 shares (about $27.56M)
iShares Core S&P Small-Cap ETF: 120,552 shares (about $17.88M)
Booking: 98,102 shares (about $17.49M)
Vistra: 90,134 shares (about $14.30M)
Berkshire Hathaway: 24,483 shares (about $12.25M)

Largest Sales this Quarter

Micron Technology: 32,157 shares (about $37.12M)
Utilities Select Sector SPDR Fund: 294,794 shares (about $13.37M)
S&P Global: 31,358 shares (about $12.77M)
Vanguard Mortgage-Backed Securities ETF: 242,226 shares (about $11.34M)
Palo Alto Networks: 14,046 shares (about $4.79M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$269,496,879	$10,308,781 â–²	4.0%	722,473	5.0%	Technology
AVGO Broadcom	$261,147,641	$3,640,755 â–¼	-1.4%	691,324	4.9%	Technology
GOOGL Alphabet	$229,260,717	$2,386,874 â–²	1.1%	641,522	4.3%	Communication Services
IJH iShares Core S&P Mid-Cap ETF	$225,732,585	$4,793,235 â–²	2.2%	2,927,410	4.2%	ETF
JPM JPMorgan Chase & Co.	$220,843,659	$458,589 â–²	0.2%	674,682	4.1%	Finance
AAPL Apple	$213,130,713	$714,719 â–²	0.3%	736,559	4.0%	Technology
BND Vanguard Total Bond Market ETF	$190,376,502	$4,548,043 â–¼	-2.3%	2,593,332	3.6%	ETF
JNJ Johnson & Johnson	$162,257,115	$2,414,239 â–²	1.5%	638,883	3.0%	Healthcare
VEA Vanguard FTSE Developed Markets ETF	$150,099,027	$551,831 â–²	0.4%	2,106,653	2.8%	ETF
MU Micron Technology	$130,203,912	$37,118,504 â–¼	-22.2%	112,800	2.4%	Technology
CSCO Cisco Systems	$121,578,265	$2,662,583 â–¼	-2.1%	1,035,061	2.3%	Technology
CVX Chevron	$107,129,859	$998,041 â–²	0.9%	646,295	2.0%	Energy
WMB Williams Companies	$106,742,799	$249,336 â–²	0.2%	1,435,873	2.0%	Energy
NVDA NVIDIA	$103,885,528	$3,870,741 â–²	3.9%	519,194	1.9%	Technology
BAC Bank of America	$99,902,578	$436,809 â–²	0.4%	1,753,292	1.9%	Finance
MCD McDonald's	$98,038,464	$11,639,008 â–²	13.5%	362,689	1.8%	Consumer Discretionary
MRK Merck & Co., Inc.	$96,733,258	$1,180,530 â–²	1.2%	752,788	1.8%	Healthcare
AMZN Amazon.com	$95,219,928	$1,391,191 â–²	1.5%	399,513	1.8%	Consumer Discretionary
BX Blackstone	$91,718,940	$88,606 â–¼	-0.1%	779,459	1.7%	Finance
AEP American Electric Power	$89,973,917	$755,602 â–²	0.8%	657,656	1.7%	Utilities
ETN Eaton	$89,867,429	$366,037 â–²	0.4%	210,897	1.7%	Industrials
KO CocaCola	$89,105,810	$915,263 â–²	1.0%	1,096,417	1.7%	Consumer Staples
NEE NextEra Energy	$88,790,590	$1,371,582 â–²	1.6%	1,011,628	1.7%	Utilities
C Citigroup	$88,675,297	$1,573,010 â–¼	-1.7%	633,576	1.7%	Finance
VCSH Vanguard Short-Term Corporate Bond ETF	$85,182,327	$2,164,948 â–²	2.6%	1,077,848	1.6%	ETF
META Meta Platforms	$83,386,635	$2,209,787 â–²	2.7%	148,035	1.6%	Communication Services
AMGN Amgen	$81,350,982	$896,971 â–²	1.1%	224,652	1.5%	Healthcare
VGSH Vanguard Short-Term Treasury ETF	$78,944,052	$1,449,064 â–²	1.9%	1,356,427	1.5%	ETF
PEP PepsiCo	$76,689,883	$1,575,650 â–²	2.1%	566,395	1.4%	Consumer Staples
BLACKROCK INC	$66,902,461	$534,627 â–²	0.8%	69,577	1.3%	COM
AMT American Tower	$65,355,538	$814,906 â–²	1.3%	399,557	1.2%	Real Estate
MDT Medtronic	$58,904,452	$2,627,589 â–²	4.7%	752,965	1.1%	Healthcare
VWO Vanguard FTSE Emerging Markets ETF	$57,894,645	$1,244,954 â–²	2.2%	969,922	1.1%	ETF
LMT Lockheed Martin	$56,700,860	$1,419,865 â–²	2.6%	111,296	1.1%	Industrials
IJR iShares Core S&P Small-Cap ETF	$51,997,337	$17,879,067 â–²	52.4%	350,599	1.0%	ETF
COP ConocoPhillips	$50,258,423	$88,054 â–²	0.2%	483,440	0.9%	Energy
LHX L3Harris Technologies	$49,690,018	$661,092 â–²	1.3%	170,997	0.9%	Industrials
MDLZ Mondelez International	$49,169,900	$302,503 â–²	0.6%	850,102	0.9%	Consumer Staples
SEIC SEI Investments	$48,484,334	$122,619 â–¼	-0.3%	552,780	0.9%	Finance
NOW ServiceNow	$47,720,024	$6,002,568 â–²	14.4%	480,661	0.9%	Technology
NI NiSource	$47,151,769	$418,107 â–¼	-0.9%	991,625	0.9%	Utilities
HD Home Depot	$46,816,154	$599,203 â–²	1.3%	132,744	0.9%	Consumer Discretionary
RF Regions Financial	$42,956,782	$246,462 â–²	0.6%	1,422,410	0.8%	Finance
UNP Union Pacific	$39,871,936	$266,288 â–²	0.7%	146,588	0.7%	Industrials
NVS Novartis	$36,721,847	$542,408 â–²	1.5%	234,315	0.7%	Healthcare
BRK.B Berkshire Hathaway	$36,112,646	$12,251,048 â–²	51.3%	72,169	0.7%	Finance
KRE SPDR S&P Regional Banking ETF	$36,028,225	$898,125 â–²	2.6%	481,339	0.7%	ETF
MA Mastercard	$35,843,117	$1,109,376 â–²	3.2%	69,788	0.7%	Finance
VMBS Vanguard Mortgage-Backed Securities ETF	$32,646,323	$11,338,599 â–¼	-25.8%	697,422	0.6%	ETF
VNQ Vanguard Real Estate ETF	$29,128,803	$358,237 â–²	1.2%	302,072	0.5%	ETF
XLU Utilities Select Sector SPDR Fund	$27,584,629	$13,365,960 â–¼	-32.6%	608,395	0.5%	ETF
FEDERATED HERMES ETF TRUST	$27,556,857	$27,556,857 â–²	New Holding	738,196	0.5%	MDT SMALL CAP
IYT iShares U.S. Transportation ETF	$25,173,202	$226,591 â–²	0.9%	290,181	0.5%	ETF
SBUX Starbucks	$24,626,359	$80,730 â–¼	-0.3%	240,986	0.5%	Consumer Discretionary
VGLT Vanguard Long-Term Treasury ETF	$23,900,555	$699,351 â–²	3.0%	433,138	0.4%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$22,821,566	$159,762 â–²	0.7%	276,123	0.4%	ETF
ACDC ProFrac	$22,403,081	$194,786 â–¼	-0.9%	3,855,952	0.4%	Energy
EHC Encompass Health	$21,598,067	$603,852 â–²	2.9%	213,673	0.4%	Healthcare
ORCL Oracle	$20,816,108	$4,028,806 â–²	24.0%	142,041	0.4%	Technology
WALMART INC	$19,485,816	$310,332 â–²	1.6%	172,045	0.4%	COM
UNH UnitedHealth Group	$19,284,817	$180,383 â–¼	-0.9%	46,399	0.4%	Healthcare
BKNG Booking	$18,186,718	$17,485,700 â–²	2,494.3%	102,035	0.3%	Consumer Discretionary
O Realty Income	$16,880,940	$21,996 â–²	0.1%	272,449	0.3%	Real Estate
VST Vistra	$14,564,614	$14,297,957 â–²	5,361.9%	91,815	0.3%	Utilities
UBER Uber Technologies	$14,264,589	$7,415,450 â–²	108.3%	197,680	0.3%	Industrials
UTHR United Therapeutics	$11,497,633	$276,333 â–²	2.5%	21,220	0.2%	Healthcare
ABT Abbott Laboratories	$10,799,058	$262,783 â–²	2.5%	119,011	0.2%	Healthcare
PFE Pfizer	$10,567,435	$126,733 â–²	1.2%	438,847	0.2%	Healthcare
VOO Vanguard S&P 500 ETF	$8,798,723	$7,555 â–²	0.1%	12,811	0.2%	ETF
TEAM Atlassian	$8,644,725	$3,123,580 â–²	56.6%	111,129	0.2%	Technology
PANW Palo Alto Networks	$8,199,144	$4,789,967 â–¼	-36.9%	24,043	0.2%	Technology
EFA iShares MSCI EAFE ETF	$8,053,297		0.0%	77,525	0.2%	ETF
IVV iShares Core S&P 500 ETF	$6,816,397	$151,276 â–¼	-2.2%	9,102	0.1%	ETF
XOM ExxonMobil	$6,712,132	$170,080 â–¼	-2.5%	49,094	0.1%	Energy
NBIX Neurocrine Biosciences	$6,594,269	$106,177 â–²	1.6%	39,127	0.1%	Healthcare
ARE Alexandria Real Estate Equities	$6,326,674	$153,106 â–²	2.5%	119,710	0.1%	Real Estate
IWB iShares Russell 1000 ETF	$6,324,318		0.0%	15,444	0.1%	ETF
VT Vanguard Total World Stock ETF	$5,931,611		0.0%	37,793	0.1%	ETF
SPY SPDR S&P 500 ETF Trust	$5,883,054		0.0%	7,878	0.1%	ETF
KLAC KLA	$5,192,429	$4,628,835 â–²	821.3%	17,210	0.1%	Technology
ISRG Intuitive Surgical	$4,641,323	$95,841 â–²	2.1%	11,671	0.1%	Healthcare
PSX Phillips 66	$4,462,244	$136,254 â–¼	-3.0%	26,396	0.1%	Energy
GOOG Alphabet	$3,926,203	$24,733 â–²	0.6%	11,112	0.1%	Communication Services
KRP Kimbell Royalty	$3,869,542	$55,868 â–¼	-1.4%	266,314	0.1%	Energy
IEFA iShares Core MSCI EAFE ETF	$3,131,027	$189,683 â–¼	-5.7%	32,419	0.1%	ETF
LAM RESEARCH CORP	$3,058,876	$26,000 â–¼	-0.8%	7,059	0.1%	COM NEW
EEM iShares MSCI Emerging Markets ETF	$3,002,789		0.0%	43,894	0.1%	ETF
GE GE Aerospace	$2,808,581	$1,495 â–¼	-0.1%	7,515	0.1%	Industrials
MAIN Main Street Capital	$2,258,907		0.0%	43,541	0.0%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$2,183,994		0.0%	22,065	0.0%	ETF
SCHX Schwab US Large-Cap ETF	$2,056,804	$1,153,950 â–²	127.8%	69,888	0.0%	ETF
CAT Caterpillar	$2,039,284	$14,909 â–¼	-0.7%	1,915	0.0%	Industrials
BNY MELLON ETF TRUST II	$1,337,441	$1,337,441 â–²	New Holding	53,052	0.0%	MUN OPPTYS ETF
PB Prosperity Bancshares	$1,177,463		0.0%	16,123	0.0%	Finance
SMBC Southern Missouri Bancorp	$1,172,643		0.0%	15,387	0.0%	Finance
TSLA Tesla	$1,161,697	$3,477,520 â–¼	-75.0%	2,762	0.0%	Consumer Discretionary
V Visa	$1,125,335	$3,774 â–¼	-0.3%	3,280	0.0%	Finance
IWR iShares Russell Mid-Cap ETF	$1,124,823		0.0%	10,196	0.0%	ETF
MCK McKesson	$1,116,021		0.0%	1,477	0.0%	Healthcare
RTX RTX	$1,101,762	$1,138 â–¼	-0.1%	5,807	0.0%	Industrials

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

First Financial Bankshares Top Holdings and 13F Report (2026)

About First Financial Bankshares

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

First Financial Bankshares Top Holdings and 13F Report (2026)

About First Financial Bankshares

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFirst Financial Bankshares

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools