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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 11 of 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VHT VANGUARD WORLD FD 701.0 $210K 0.00% -25.0 -3.4% $299.01 +9.6%
202 IWM ISHARES TR 695.0 $209K 0.00% NEW $300.45 -0.6%
203 SCHD SCHWAB STRATEGIC TR 6,496.0 $206K 0.00% NEW $31.71 +10.4%
204 MO ALTRIA GROUP INC Consumer Defensive 2,845.0 $205K 0.00% NEW $71.95 -5.8%
205 BLOCK INC 2,668.0 $203K 0.00% -621.0 -18.9% $76.00
206 SCHW SCHWAB CHARLES CORP Financial Services 2,186.0 $202K 0.00% -145.0 -6.2% $92.27 +22.0%
207 IAUM ISHARES GOLD TRUST MICRO Financial Services 5,032.0 $201K 0.00% $40.01 +15.0%
208 VIG VANGUARD SPECIALIZED FUNDS 850.0 $201K 0.00% NEW $236.62 +3.2%
209 MBS ANGEL OAK FUNDS TRUST 17,381.0 $150K 0.00% $8.63 -0.6%
210 SJT SAN JUAN BASIN RTY TR Energy 37,500.0 $120K 0.00% $3.21 -8.4%
Page 11 of 11  ·  210 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%