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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 7 of 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 INFL LISTED FDS TR 65,237.0 $2.9M 0.11% NEW $44.70 +18.9%
122 JAAA JANUS DETROIT STR TR 55,825.0 $2.8M 0.10% NEW $50.78 -0.3%
123 IWO ISHARES TR 8,787.0 $2.8M 0.10% NEW $320.04 +11.7%
124 O REALTY INCOME CORP Real Estate 45,817.0 $2.8M 0.10% NEW $60.79 +0.5%
125 CSGP COSTAR GROUP INC Real Estate 32,691.0 $2.8M 0.10% NEW $84.37 -61.3%
126 JYNT JOINT CORP Healthcare 273,759.0 $2.6M 0.10% NEW $9.54 -8.5%
127 BIP BROOKFIELD INFRAST PARTNERS Utilities 76,402.0 $2.5M 0.09% NEW $32.89 +17.4%
128 GILD GILEAD SCIENCES INC Healthcare 22,424.0 $2.5M 0.09% NEW $111.00 +16.7%
129 QDF FLEXSHARES TR 30,860.0 $2.5M 0.09% NEW $79.40 +10.5%
130 EEM ISHARES TR 45,806.0 $2.4M 0.09% NEW $53.40 +21.7%
131 IWN ISHARES TR 13,826.0 $2.4M 0.09% NEW $176.81 +16.6%
132 TCHP T ROWE PRICE ETF INC 49,746.0 $2.4M 0.09% NEW $48.88 +5.2%
133 DHR DANAHER CORPORATION Healthcare 12,216.0 $2.4M 0.09% NEW $198.26 -18.3%
134 IWS ISHARES TR 17,083.0 $2.4M 0.09% NEW $139.67 +11.3%
135 BE BLOOM ENERGY CORP Industrials 27,328.0 $2.3M 0.09% NEW $84.57 +205.9%
136 J P MORGAN EXCHANGE TRADED F 45,264.0 $2.3M 0.09% NEW $50.73
137 ABBV ABBVIE INC Healthcare 9,796.0 $2.3M 0.08% NEW $231.53 -9.6%
138 PZA INVESCO EXCH TRADED FD TR II 92,901.0 $2.1M 0.08% NEW $23.09 -0.6%
139 LIBERTY MEDIA CORP DEL 21,748.0 $2.1M 0.08% NEW $95.22
140 RTX RTX CORPORATION Industrials 12,030.0 $2.0M 0.07% NEW $167.33 +2.3%
Page 7 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%