§ 13F · FUND PROFILE
First Financial Bankshares Inc.
AUM · $5.3B (13F)Positions · 210Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$33M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 722K | $269M | 5.0% | +4% |
| 2 | AVGO | BROADCOM INC | 691K | $261M | 4.9% | −1% |
| 3 | GOOGL | ALPHABET INC | 642K | $229M | 4.3% | +1% |
| 4 | IJH | ISHARES TR | 2.93M | $226M | 4.2% | +2% |
| 5 | JPM | JPMORGAN CHASE & CO | 675K | $221M | 4.1% | ±0% |
| 6 | AAPL | APPLE INC | 737K | $213M | 4.0% | ±0% |
| 7 | BND | VANGUARD BD INDEX FDS | 2.59M | $190M | 3.6% | −2% |
| 8 | JNJ | JOHNSON & JOHNSON | 639K | $162M | 3.0% | +2% |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 2.11M | $150M | 2.8% | ±0% |
| 10 | MU | MICRON TECHNOLOGY INC | 113K | $130M | 2.4% | −22% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIRST SIGNAL
AC read
First Financial Bankshares Inc is a Dealer / Bank fund managing $5.3 billion in assets. The fund runs a broad portfolio of 210 positions.
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