Portfolio (Quarterly) Guide ↗

First Financial Bankshares Inc

· CIK 0000036029

13F Portfolio $5.3B AUM 210 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 22 New 67 Added 79 Reduced 24 Exited

Page 2 of 2 · 24 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	DHR	DANAHER CORPORATION	Healthcare	1,168	$267K	0.01%	SOLD
22	MSTR	STRATEGY INC	Technology	1,754	$267K	0.01%	SOLD
23	SGOL	ETFS GOLD TR	Financial Services	5,100	$210K	0.00%	SOLD
24	ILMN	ILLUMINA INC	Healthcare	1,575	$207K	0.00%	SOLD

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Sector Allocation

Technology 29.1%

Financial Services 17.0%

Healthcare 12.6%

Communication Services 7.5%

Energy 7.3%

Consumer Cyclical 6.9%

Industrials 6.0%

Utilities 5.8%

Consumer Defensive 5.7%

Real Estate 2.1%