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Portfolio (Quarterly) Guide ↗

FIRST FOUNDATION ADVISORS

· CIK 0001086763
13F Portfolio $2.7B AUM Filed Nov 17, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 334 New
Page 9 of 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MSTR STRATEGY INC Technology 3,974.0 $1.3M 0.05% NEW $322.21 -44.9%
162 IBM INTERNATIONAL BUSINESS MACHS Technology 4,504.0 $1.3M 0.05% NEW $282.18 -22.3%
163 T AT&T INC Communication Services 44,721.0 $1.3M 0.05% NEW $28.24 -14.9%
164 NFLX NETFLIX INC Communication Services 1,034.0 $1.2M 0.05% NEW $1198.92 -92.7%
165 LRGF ISHARES TR 17,799.0 $1.2M 0.04% NEW $69.08 +6.9%
166 GS GOLDMAN SACHS GROUP INC Financial Services 1,534.0 $1.2M 0.04% NEW $796.39 +19.1%
167 PDX PIMCO DYNAMIC INCOME STRATEG Financial Services 48,565.0 $1.2M 0.04% NEW $24.93 -13.4%
168 MO ALTRIA GROUP INC Consumer Defensive 18,260.0 $1.2M 0.04% NEW $66.06 +10.6%
169 MRK MERCK & CO INC Healthcare 14,296.0 $1.2M 0.04% NEW $83.93 +32.7%
170 PECO PHILLIPS EDISON & CO INC Real Estate 34,493.0 $1.2M 0.04% NEW $34.33 +14.4%
171 GLD SPDR GOLD TR Financial Services 3,289.0 $1.2M 0.04% NEW $355.47 +17.4%
172 WELLS FARGO CO NEW 940.0 $1.2M 0.04% NEW $1234.29
173 BAC BANK AMERICA CORP Financial Services 21,826.0 $1.1M 0.04% NEW $51.59 -3.5%
174 IWD ISHARES TR 5,477.0 $1.1M 0.04% NEW $203.59 +14.3%
175 ROK ROCKWELL AUTOMATION INC Industrials 3,177.0 $1.1M 0.04% NEW $349.51 +28.4%
176 HON HONEYWELL INTL INC Industrials 5,064.0 $1.1M 0.04% NEW $210.50 +1.3%
177 TOTL SSGA ACTIVE ETF TR 26,036.0 $1.1M 0.04% NEW $40.57 -3.5%
178 DIAL COLUMBIA ETF TR I 56,448.0 $1.0M 0.04% NEW $18.45 -2.4%
179 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 11,744.0 $979K 0.04% NEW $83.34 -44.0%
180 PLTR PALANTIR TECHNOLOGIES INC Technology 5,338.0 $974K 0.04% NEW $182.42 -26.5%
Page 9 of 17  ·  334 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 55.5%
Financial Services 11.9%
Communication Services 9.6%
Consumer Cyclical 7.2%
Healthcare 4.8%
Consumer Defensive 3.0%
Industrials 3.0%
Energy 2.2%
Real Estate 1.4%
Utilities 0.7%