StockDriftsStockDriftsTop 50 First Financial Bankshares INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 5.19% | 694.8K | $257.2M | +10.01%(+63.24K) | $365.98(+6.70%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 4.38% | 701.0K | $217.0M | +1.13%(+7.80K) | $110.62(+225.83%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 4% | 673.3K | $198.1M | -8.68%(-64.00K) | $160.98(+107.77%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 3.95% | 2.66M | $195.5M | +0.38%(+10.03K) | $72.01(+1.53%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.91% | 2.87M | $193.5M | -1.90%(-55.50K) | $53.83(+41.35%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.76% | 734.1K | $186.3M | +0.56%(+4.12K) | $184.88(+66.94%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.69% | 634.8K | $182.6M | -9.84%(-69.30K) | $152.80(+135.54%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 3.11% | 629.4K | $153.8M | -11.28%(-80.00K) | $156.66(+67.90%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.72% | 2.10M | $134.5M | -0.55%(-11.70K) | $46.07(+53.71%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 2.68% | 640.3K | $132.5M | +0.58%(+3.69K) | $158.77(+6.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +29.47% |
| Top 20 Holdings Unweighted | — | — | — | — | +29.81% |
First Financial Bankshares INC reports $4.95B in US-listed equity holdings across 201 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (5.2%), AVGO (4.4%) and JPM (4.0%). The top 20 holdings account for 55.63% of reported assets. Its disclosed equity book has returned +29.47% cumulatively over 9 quarters. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from First Financial Bankshares INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 36029). View First Financial Bankshares INC’s 13F filings on SEC