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Portfolio (Quarterly) Guide ↗

FIRST FOUNDATION ADVISORS

· CIK 0001086763
13F Portfolio $2.7B AUM 583 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 19 New 101 Added 144 Reduced 16 Exited
Page 6 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ECC EAGLE POINT CREDIT COMPANY I Financial Services 13,920.0 $80K 0.00% +920.0 +7.1% $5.76 -30.0%
Page 6 of 6  ·  101 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 53.9%
Financial Services 12.3%
Communication Services 11.3%
Consumer Cyclical 7.3%
Healthcare 4.6%
Industrials 3.0%
Consumer Defensive 2.8%
Energy 2.1%
Real Estate 1.3%
Utilities 0.9%