FIRST FOUNDATION ADVISORS

Endowment

Position in BETA — BETA Technologies, Inc.

CIK 1086763 Irvine, CA

Position in BETA

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$524,055

New position

Shares Held

35,650

first reported quarter

Ownership

0.015%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

FIRST FOUNDATION ADVISORS holds $7,921,881 across 6 Aerospace & Defense names. BETA ranks #6 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	13,048	$2,516,958
2	GE	General Electric Co	8,494	$2,410,341
3	BA	Boeing Co	4,860	$967,285
4	LMT	Lockheed Martin Corp	1,425	$861,255
5	NOC	Northrop Grumman Corp /De/	941	$641,987
6	BETA	BETA Technologies, Inc. This page	35,650	$524,055

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$524,055	35,650	—	Shares	Sole	2026-05-04
No filing history on record for this holder in this stock.