BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
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 16 of 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SPG SIMON PPTY GROUP INC NEW Real Estate 1,307.0 $245K 0.01% NEW $187.67 +6.6%
302 BSX BOSTON SCIENTIFIC CORP Healthcare 2,427.0 $237K 0.01% NEW $97.63 -42.7%
303 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,001.0 $236K 0.01% NEW $236.06 +237.0%
304 DFAS DIMENSIONAL ETF TRUST 3,444.0 $236K 0.01% NEW $68.46 +10.8%
305 LRCX LAM RESEARCH CORP Technology 1,761.0 $236K 0.01% NEW $133.88 +112.7%
306 RSPT INVESCO EXCHANGE TRADED FD T 5,239.0 $234K 0.01% NEW $44.58 +29.4%
307 ARKB ARK 21SHARES BITCOIN ETF Financial Services 6,030.0 $229K 0.01% NEW $38.02 -33.0%
308 CARR CARRIER GLOBAL CORPORATION Industrials 3,781.0 $226K 0.01% NEW $59.70 +8.1%
309 SDY SPDR SERIES TRUST 1,600.0 $224K 0.01% NEW $140.05 +5.5%
310 IGM ISHARES TR 1,734.0 $218K 0.01% NEW $125.95 +21.4%
311 CB CHUBB LIMITED Financial Services 773.0 $218K 0.01% NEW $282.25 +17.0%
312 SYK STRYKER CORPORATION Healthcare 576.0 $213K 0.01% NEW $369.67 -17.0%
313 FNDA SCHWAB STRATEGIC TR 6,791.0 $212K 0.01% NEW $31.16 +12.2%
314 NSC NORFOLK SOUTHN CORP Industrials 704.0 $211K 0.01% NEW $300.41 +5.2%
315 VB VANGUARD INDEX FDS 809.0 $206K 0.01% NEW $254.28 +10.7%
316 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 345.0 $206K 0.01% NEW $596.03 +10.5%
317 VRTX VERTEX PHARMACEUTICALS INC Healthcare 515.0 $202K 0.01% NEW $391.64 +11.6%
318 PNC PNC FINL SVCS GROUP INC Financial Services 1,002.0 $201K 0.01% NEW $200.93 +5.9%
319 SCHV SCHWAB STRATEGIC TR 6,903.0 $201K 0.01% NEW $29.11 +12.1%
320 XLP SELECT SECTOR SPDR TR 2,561.0 $201K 0.01% NEW $78.37 +9.6%
Page 16 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%