CIK 1086763
FIRST FOUNDATION ADVISORS
Institutional 13F holdings & portfolio
Holdings
337
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 251–300 of 337
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHA | SCHWAB STRATEGIC TR | 4K | $100K–$500K | SH |
| BFZ | BLACKROCK CALIF MUN INCOME T | 10K | $100K–$500K | SH |
| CB | CHUBB LIMITED | 348 | $100K–$500K | SH |
| VEEV | VEEVA SYS INC | 485 | $100K–$500K | SH |
| IDXX | IDEXX LABS INC | 157 | $100K–$500K | SH |
| NOW | SERVICENOW INC | 690 | $100K–$500K | SH |
| DSL | DOUBLELINE INCOME SOLUTIONS | 9K | $100K–$500K | SH |
| SUSA | ISHARES TR | 742 | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 276 | $100K–$500K | SH |
| INTU | INTUIT | 153 | $100K–$500K | SH |
| TSI | TCW STRATEGIC INCOME FD INC | 20K | $50K–$100K | SH |
| MOTI | VANECK ETF TRUST | 3K | $50K–$100K | SH |
| MSCI | MSCI INC | 170 | $50K–$100K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 377 | $50K–$100K | SH |
| VTI | VANGUARD INDEX FDS | 289 | $50K–$100K | SH |
| CAT | CATERPILLAR INC | 164 | $50K–$100K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 2K | $50K–$100K | SH |
| ISRG | INTUITIVE SURGICAL INC | 160 | $50K–$100K | SH |
| BAC | BANK AMERICA CORP | 2K | $50K–$100K | SH |
| CMCSA | COMCAST CORP NEW | 3K | $50K–$100K | SH |
| GE | GE AEROSPACE | 289 | $50K–$100K | SH |
| PAYC | PAYCOM SOFTWARE INC | 554 | $50K–$100K | SH |
| EEM | ISHARES TR | 2K | $50K–$100K | SH |
| T | AT&T INC | 4K | $50K–$100K | SH |
| BX | BLACKSTONE INC | 545 | $50K–$100K | SH |
| MU | MICRON TECHNOLOGY INC | 289 | $50K–$100K | SH |
| ECC | EAGLE POINT CREDIT COMPANY I | 14K | $50K–$100K | SH |
| MS | MORGAN STANLEY | 449 | $50K–$100K | SH |
| ADBE | ADOBE INC | 212 | $50K–$100K | SH |
| DE | DEERE & CO | 158 | $50K–$100K | SH |
| BAC-PL | BANK AMERICA CORP | 57 | $50K–$100K | SH |
| EMR | EMERSON ELEC CO | 493 | $50K–$100K | SH |
| IJH | ISHARES TR | 960 | $50K–$100K | SH |
| JQC | NUVEEN CR STRATEGIES INCOME | 12K | $50K–$100K | SH |
| NSC | NORFOLK SOUTHN CORP | 208 | $50K–$100K | SH |
| KO | COCA COLA CO | 851 | $50K–$100K | SH |
| CPRT | COPART INC | 1K | $50K–$100K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 866 | $50K–$100K | SH |
| PSA | PUBLIC STORAGE OPER CO | 196 | $50K–$100K | SH |
| KNSL | KINSALE CAP GROUP INC | 128 | $50K–$100K | SH |
| MDLZ | MONDELEZ INTL INC | 901 | $15K–$50K | SH |
| YUM | YUM BRANDS INC | 314 | $15K–$50K | SH |
| XLK | SELECT SECTOR SPDR TR | 316 | $15K–$50K | SH |
| XLF | SELECT SECTOR SPDR TR | 811 | $15K–$50K | SH |
| ULTA | ULTA BEAUTY INC | 72 | $15K–$50K | SH |
| FAST | FASTENAL CO | 1K | $15K–$50K | SH |
| CRM | SALESFORCE INC | 160 | $15K–$50K | SH |
| WMB | WILLIAMS COS INC | 670 | $15K–$50K | SH |
| LMT | LOCKHEED MARTIN CORP | 81 | $15K–$50K | SH |
| OEF | ISHARES TR | 100 | $15K–$50K | SH |