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Portfolio (Quarterly) Guide ↗

First Financial Bankshares Inc

· CIK 0000036029
13F Portfolio $5.0B AUM 212 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 11 New 60 Added 99 Reduced 33 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RF REGIONS FINANCIAL CORP NEW Financial Services 843,022.0 $22.8M 0.46% NEW $27.10 +1.6%
2 PAGP PLAINS GP HLDGS L P Energy 28,767.0 $551K 0.01% NEW $19.14 +33.3%
3 MSC INCOME FUND INC 38,435.0 $505K 0.01% NEW $13.14
4 VGIT VANGUARD SCOTTSDALE FDS 6,864.0 $411K 0.01% NEW $59.93 -2.0%
5 BILS SPDR SERIES TRUST 3,000.0 $298K 0.01% NEW $99.22 +0.1%
6 DIS DISNEY WALT CO Communication Services 2,435.0 $277K 0.01% NEW $113.77 -9.0%
7 NVO NOVO-NORDISK A S Healthcare 4,774.0 $243K 0.01% NEW $50.88 -12.8%
8 IAUM ISHARES GOLD TR Financial Services 5,032.0 $216K 0.00% NEW $42.99 +5.3%
9 SGOL ETFS GOLD TR Financial Services 5,100.0 $210K 0.00% NEW $41.08 +5.3%
10 RKLB ROCKET LAB CORP Industrials 3,000.0 $209K 0.00% NEW $69.76 +92.5%
11 VHT VANGUARD WORLD FD 726.0 $209K 0.00% NEW $287.85 -3.9%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.5%
Financial Services 17.8%
Healthcare 11.8%
Communication Services 8.3%
Industrials 7.7%
Energy 6.9%
Consumer Cyclical 6.5%
Consumer Defensive 6.4%
Utilities 5.1%
Real Estate 1.9%