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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  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MO ALTRIA GROUP INC Consumer Defensive 2,845.0 $205K 0.00% NEW $71.95 -5.6%
22 VIG VANGUARD SPECIALIZED FUNDS 850.0 $201K 0.00% NEW $236.62 +3.2%
Page 2 of 2  ·  22 positions

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 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%