FIRST FINANCIAL BANKSHARES INC

data from 30/09/2025

Capitalization

$ 4.868 B 9.04 %

Average holding period

5 ans

Performance

$ 1.185 B 27.05 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in FIRST FINANCIAL BANKSHARES INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 6.70% 325.985 M $ 629376 2023/12/31 12.940 M $ 4.13 %
2025/09/30 AVGO BROADCOM INC 5.27% 256.356 M $ 777047 2023/12/31 43.157 M $ 19.68 %
2025/09/30 JPM JPMORGAN CHASE & CO. 4.71% 229.064 M $ 726196 2023/12/31 20.207 M $ 8.80 %
2025/09/30 BND VANGUARD BD INDEX FDS 3.98% 193.599 M $ 2603192 2023/12/31 1.873 M $ 1.01 %
2025/09/30 AAPL APPLE INC 3.84% 187.007 M $ 734425 2023/12/31 35.777 M $ 24.11 %
2025/09/30 IJH ISHARES TR 3.74% 181.824 M $ 2786153 2023/12/31 8.881 M $ 5.22 %
2025/09/30 GOOGL ALPHABET INC 3.62% 176.374 M $ 725519 2023/12/31 47.931 M $ 37.94 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 2.66% 129.325 M $ 2158291 2023/12/31 6.294 M $ 5.10 %
2025/09/30 JNJ JOHNSON & JOHNSON 2.64% 128.657 M $ 693866 2023/12/31 22.325 M $ 21.39 %
2025/09/30 BX BLACKSTONE INC 2.53% 122.980 M $ 719814 2023/12/31 15.504 M $ 14.22 %
2025/09/30 CVX CHEVRON CORP NEW 2.02% 98.236 M $ 632599 2023/12/31 7.633 M $ 8.45 %
2025/09/30 MCD MCDONALDS CORP 1.96% 95.613 M $ 314629 2023/12/31 3.667 M $ 4.01 %
2025/09/30 NVDA NVIDIA CORPORATION 1.95% 95.125 M $ 509836 2023/12/31 15.052 M $ 18.10 %
2025/09/30 WMB WILLIAMS COS INC 1.90% 92.539 M $ 1460750 2023/12/31 792.944 K $ 0.86 %
2025/09/30 ETN EATON CORP PLC 1.90% 92.365 M $ 246799 2023/12/31 4.253 M $ 4.83 %
2025/09/30 BAC BANK AMERICA CORP 1.78% 86.648 M $ 1679546 2023/12/31 7.134 M $ 9.02 %
2025/09/30 BLK BLACKROCK INC 1.63% 79.441 M $ 68139 2025/03/31 8.035 M $ 11.11 %
2025/09/30 VCSH VANGUARD SCOTTSDALE FDS 1.62% 79.048 M $ 988969 2023/12/31 429.413 K $ 0.54 %
2025/09/30 AMZN AMAZON COM INC 1.56% 75.999 M $ 346128 2023/12/31 60.686 K $ 0.08 %
2025/09/30 PEP PEPSICO INC 1.56% 75.798 M $ 539718 2023/12/31 4.439 M $ 6.36 %
2025/09/30 HON HONEYWELL INTL INC 1.54% 75.126 M $ 356894 2023/12/31 -7.935 M $ -9.61 %
2025/09/30 VGSH VANGUARD SCOTTSDALE FDS 1.54% 74.785 M $ 1270773 2023/12/31 85.239 K $ 0.12 %
2025/09/30 NEE NEXTERA ENERGY INC 1.47% 71.763 M $ 950633 2023/12/31 5.670 M $ 8.74 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 1.46% 71.222 M $ 633084 2023/12/31 5.497 M $ 8.42 %
2025/09/30 CSCO CISCO SYS INC 1.45% 70.704 M $ 1033389 2023/12/31 -1.012 M $ -1.38 %
2025/09/30 C CITIGROUP INC 1.38% 66.993 M $ 660025 2023/12/31 10.975 M $ 19.24 %
2025/09/30 MDT MEDTRONIC PLC 1.35% 65.658 M $ 689391 2023/12/31 5.455 M $ 9.26 %
2025/09/30 KO COCA COLA CO 1.29% 62.997 M $ 949898 2023/12/31 -4.085 M $ -6.26 %
2025/09/30 META META PLATFORMS INC 1.29% 62.592 M $ 85231 2023/12/31 -291.119 K $ -0.50 %
2025/09/30 AMGN AMGEN INC 1.28% 62.203 M $ 220422 2023/12/31 654.421 K $ 1.07 %
2025/09/30 MRK MERCK & CO INC 1.24% 60.514 M $ 721010 2023/12/31 3.376 M $ 6.03 %
2025/09/30 ARE ALEXANDRIA REAL ESTATE EQ IN 1.19% 57.805 M $ 693603 2023/12/31 7.071 M $ 14.75 %
2025/09/30 COP CONOCOPHILLIPS 1.15% 55.782 M $ 589727 2023/12/31 2.829 M $ 5.40 %
2025/09/30 LMT LOCKHEED MARTIN CORP 1.13% 55.097 M $ 110368 2023/12/31 4.007 M $ 7.79 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 1.09% 53.179 M $ 276514 2023/12/31 -3.874 M $ -12.99 %
2025/09/30 HD HOME DEPOT INC 1.07% 52.058 M $ 128479 2023/12/31 4.893 M $ 10.51 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 1.07% 51.892 M $ 957779 2023/12/31 4.527 M $ 9.54 %
2025/09/30 MDLZ MONDELEZ INTL INC 1.05% 51.175 M $ 819189 2023/12/31 -3.962 M $ -7.37 %
2025/09/30 LHX L3HARRIS TECHNOLOGIES INC 1.05% 50.908 M $ 166688 2023/12/31 9.285 M $ 21.75 %
2025/09/30 WMT WALMART INC 1.04% 50.465 M $ 489662 2023/12/31 2.620 M $ 5.40 %
2025/09/30 MU MICRON TECHNOLOGY INC 1.00% 48.746 M $ 291334 2025/06/30 5.111 M $ 35.76 %
2025/09/30 NOW SERVICENOW INC 0.91% 44.473 M $ 48326 2023/12/31 -2.805 M $ -10.49 %
2025/09/30 VMBS VANGUARD SCOTTSDALE FDS 0.90% 43.912 M $ 935087 2023/12/31 571.895 K $ 1.34 %
2025/09/30 NI NISOURCE INC 0.88% 42.952 M $ 991965 2023/12/31 2.963 M $ 7.34 %
2025/09/30 XLU SELECT SECTOR SPDR TR 0.82% 40.087 M $ 459664 2023/12/31 2.495 M $ 6.80 %
2025/09/30 MA MASTERCARD INCORPORATED 0.79% 38.279 M $ 67296 2023/12/31 454.677 K $ 1.22 %
2025/09/30 UNP UNION PAC CORP 0.67% 32.432 M $ 137209 2023/12/31 566.150 K $ 2.73 %
2025/09/30 ORCL ORACLE CORP 0.63% 30.822 M $ 109593 2023/12/31 6.441 M $ 28.64 %
2025/09/30 NVS NOVARTIS AG 0.59% 28.500 M $ 222237 2023/12/31 1.604 M $ 5.97 %
2025/09/30 IJR ISHARES TR 0.56% 27.149 M $ 228473 2023/12/31 2.670 M $ 8.73 %
2025/09/30 KRE SPDR SERIES TRUST 0.51% 24.894 M $ 393276 2023/12/31 1.528 M $ 6.58 %
2025/09/30 VGLT VANGUARD SCOTTSDALE FDS 0.48% 23.335 M $ 410388 2023/12/31 244.683 K $ 1.32 %
2025/09/30 VCIT VANGUARD SCOTTSDALE FDS 0.47% 22.962 M $ 273000 2023/12/31 318.094 K $ 1.44 %
2025/09/30 IYT ISHARES TR 0.41% 20.152 M $ 281023 2023/12/31 874.105 K $ 4.63 %
2025/09/30 SBUX STARBUCKS CORP 0.41% 19.975 M $ 236107 2023/12/31 -1.669 M $ -7.67 %
2025/09/30 VNQ VANGUARD INDEX FDS 0.41% 19.756 M $ 216099 2023/12/31 494.344 K $ 2.65 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.33% 15.933 M $ 46142 2023/12/31 1.361 M $ 10.68 %
2025/09/30 ACDC PROFRAC HLDG CORP 0.32% 15.558 M $ 4204795 2023/12/31 -13.121 M $ -52.32 %
2025/09/30 ABT ABBOTT LABS 0.31% 15.154 M $ 113137 2023/12/31 -229.397 K $ -1.52 %
2025/09/30 SPGI S&P GLOBAL INC 0.30% 14.734 M $ 30272 2023/12/31 -1.212 M $ -7.70 %
2025/09/30 CMCSA COMCAST CORP NEW 0.30% 14.698 M $ 467776 2023/12/31 -1.971 M $ -11.96 %
2025/09/30 O REALTY INCOME CORP 0.24% 11.794 M $ 194014 2024/06/30 607.469 K $ 5.52 %
2025/09/30 PFE PFIZER INC 0.22% 10.870 M $ 426597 2023/12/31 517.758 K $ 5.12 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.19% 9.356 M $ 45946 2023/12/31 -36.423 K $ -0.50 %
2025/09/30 AVB AVALONBAY CMNTYS INC 0.18% 8.852 M $ 45825 2025/09/30 0.000 $ 0.00 %
2025/09/30 UTHR UNITED THERAPEUTICS CORP DEL 0.18% 8.795 M $ 20979 2023/12/31 1.862 M $ 45.89 %
2025/09/30 IVV ISHARES TR 0.17% 8.091 M $ 12089 2023/12/31 192.099 K $ 7.80 %
2025/09/30 VOO VANGUARD INDEX FDS 0.16% 7.872 M $ 12855 2023/12/31 550.560 K $ 7.81 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.15% 7.203 M $ 73522 2025/03/31 361.191 K $ 5.01 %
2025/09/30 EFA ISHARES TR 0.15% 7.075 M $ 75772 2023/12/31 298.233 K $ 4.45 %
2025/09/30 XOM EXXON MOBIL CORP 0.14% 7.046 M $ 62489 2023/12/31 283.808 K $ 4.59 %
2025/09/30 GOOG ALPHABET INC 0.12% 5.983 M $ 24564 2023/12/31 1.579 M $ 37.30 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.12% 5.918 M $ 8884 2023/12/31 430.088 K $ 7.82 %
2025/09/30 IWB ISHARES TR 0.12% 5.659 M $ 15483 2023/12/31 401.164 K $ 7.63 %
2025/09/30 PSX PHILLIPS 66 0.10% 5.036 M $ 37021 2023/12/31 33.941 K $ 14.02 %
2025/09/30 AES AES CORP 0.10% 4.994 M $ 379474 2024/03/31 1.999 M $ 25.10 %
2025/09/30 VT VANGUARD INTL EQUITY INDEX F 0.10% 4.895 M $ 35519 2025/09/30 0.000 $ 0.00 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.10% 4.811 M $ 891 2023/12/31 -339.273 K $ -6.74 %
2025/09/30 LRCX LAM RESEARCH CORP 0.10% 4.801 M $ 35853 2025/03/31 1.305 M $ 37.56 %
2025/09/30 TSLA TESLA INC 0.10% 4.631 M $ 10414 2023/12/31 1.290 M $ 40.00 %
2025/09/30 FTK FLOTEK INDS INC DEL 0.09% 4.234 M $ 290000 2025/06/30 -46.400 K $ -1.08 %
2025/09/30 IEFA ISHARES TR 0.08% 4.005 M $ 45870 2023/12/31 186.746 K $ 4.59 %
2025/09/30 NBIX NEUROCRINE BIOSCIENCES INC 0.08% 3.990 M $ 28426 2023/12/31 419.810 K $ 11.69 %
2025/09/30 KRP KIMBELL RTY PARTNERS LP 0.06% 3.075 M $ 227922 2023/12/31 -8.428 K $ -3.37 %
2025/09/30 TLN TALEN ENERGY CORP 0.06% 2.926 M $ 6879 2025/09/30 0.000 $ 0.00 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.06% 2.901 M $ 6487 2023/12/31 -617.667 K $ -17.70 %
2025/09/30 DHR DANAHER CORPORATION 0.05% 2.637 M $ 13299 2023/12/31 3.796 K $ 0.36 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.05% 2.547 M $ 9121 2025/06/30 144.038 K $ 23.31 %
2025/09/30 MAIN MAIN STR CAP CORP 0.05% 2.534 M $ 39851 2023/12/31 178.930 K $ 7.60 %
2025/09/30 VEEV VEEVA SYS INC 0.05% 2.412 M $ 8095 2023/12/31 18.430 K $ 3.45 %
2025/09/30 EEM ISHARES TR 0.05% 2.344 M $ 43894 2023/12/31 226.493 K $ 10.70 %
2025/09/30 FERG FERGUSON ENTERPRISES INC 0.05% 2.322 M $ 10340 2024/12/31 14.028 K $ 3.14 %
2025/09/30 AGG ISHARES TR 0.05% 2.212 M $ 22065 2025/03/31 0.000 $ 0.00 %
2025/09/30 CRM SALESFORCE INC 0.05% 2.204 M $ 9301 2023/12/31 -2.857 M $ -13.09 %
2025/09/30 MLM MARTIN MARIETTA MATLS INC 0.04% 2.152 M $ 3414 2025/09/30 0.000 $ 0.00 %
2025/09/30 KLAC KLA CORP 0.04% 2.094 M $ 1941 2023/12/31 371.937 K $ 20.41 %
2025/09/30 SF STIFEL FINL CORP 0.04% 2.083 M $ 18355 2024/12/31 174.739 K $ 9.34 %
2025/09/30 GEV GE VERNOVA INC 0.04% 2.079 M $ 3381 2025/06/30 360.750 K $ 16.21 %
2025/09/30 CSGP COSTAR GROUP INC 0.04% 1.984 M $ 23511 2025/09/30 0.000 $ 0.00 %
2025/09/30 FICO FAIR ISAAC CORP 0.04% 1.871 M $ 1250 2025/09/30 0.000 $ 0.00 %