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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 12 of 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IHI ISHARES TR 9,290.0 $558K 0.02% NEW $60.08 -17.1%
222 DOW DOW INC Basic Materials 23,322.0 $535K 0.02% NEW $22.93 +69.0%
223 DE DEERE & CO Industrials 1,168.0 $534K 0.02% NEW $457.36 +22.8%
224 VEA VANGUARD TAX-MANAGED FDS 8,738.0 $524K 0.02% NEW $59.92 +16.0%
225 OPP RIVERNORTH DOUBLELINE STRATE Financial Services 61,339.0 $523K 0.02% NEW $8.53 -10.2%
226 AMT AMERICAN TOWER CORP NEW Real Estate 2,659.0 $511K 0.02% NEW $192.32 -7.8%
227 XAR SPDR SERIES TRUST 2,175.0 $511K 0.02% NEW $235.00 +12.0%
228 NAC NUVEEN CA QUALTY MUN INCOME Financial Services 44,125.0 $507K 0.02% NEW $11.50 +2.3%
229 DUHP DIMENSIONAL ETF TRUST 13,388.0 $506K 0.02% NEW $37.77 +5.4%
230 XEL XCEL ENERGY INC Utilities 6,250.0 $504K 0.02% NEW $80.65 -3.4%
231 VUG VANGUARD INDEX FDS 1,047.0 $502K 0.02% NEW $479.61 -81.8%
232 MCK MCKESSON CORP Healthcare 640.0 $494K 0.02% NEW $772.54 -1.5%
233 PSI INVESCO EXCHANGE TRADED FD T 7,022.0 $494K 0.02% NEW $70.32 +103.3%
234 VT VANGUARD INTL EQUITY INDEX F 3,551.0 $489K 0.02% NEW $137.80 +11.5%
235 WMB WILLIAMS COS INC Energy 7,715.0 $489K 0.02% NEW $63.35 +22.7%
236 SO SOUTHERN CO Utilities 5,057.0 $479K 0.02% NEW $94.77 -2.3%
237 TMO THERMO FISHER SCIENTIFIC INC Healthcare 974.0 $472K 0.02% NEW $485.02 -9.6%
238 BROWN FORMAN CORP 17,263.0 $467K 0.02% NEW $27.08
239 ISRG INTUITIVE SURGICAL INC Healthcare 1,039.0 $465K 0.02% NEW $447.23 -5.8%
240 RSG REPUBLIC SVCS INC Industrials 1,975.0 $453K 0.02% NEW $229.48 -9.2%
Page 12 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%