Long-term investor
First Financial Bankshares Inc. @firstfinancialbankshares
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000036029).
Record
- Tracked since 2025-06-30 (448 days), 51 trades recorded
- Returns: week n/a · month n/a · 90 days +5.8% · 6 months n/a · 1 year +14.2% · all +14.2%
- Max drawdown n/a · win rate 24% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 5.0% · long · since 2025-06-30
- AVGO · 4.9% · long · since 2025-06-30
- GOOGL · 4.3% · long · since 2025-06-30
- 464287507 · 4.2% · long · since 2025-06-30
- JPM · 4.1% · long · since 2025-06-30
- AAPL · 4.0% · long · since 2025-06-30
- 921937835 · 3.6% · long · since 2025-06-30
- JNJ · 3.0% · long · since 2025-06-30
- 921943858 · 2.8% · long · since 2025-06-30
- MU · 2.4% · long · since 2025-06-30
- CSCO · 2.3% · long · since 2025-06-30
- CVX · 2.0% · long · since 2025-06-30